Honeywell International Inc. (HON) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$11,704
Total Return
17.04%
CAGR
3.20%
Dividends
$964.61
Yield on Cost
9.65%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.44% |
| Median | -0.05% |
| Best | +24.80% |
| Worst | -15.15% |
| % of Windows Positive | 49.6% |
1-Year (252 Trading Days)
| Average | +3.25% |
| Median | +4.71% |
| Best | +38.69% |
| Worst | -24.66% |
| % of Windows Positive | 66.9% |
3-Year (756 Trading Days)
| Average | +12.66% |
| Median | +13.63% |
| Best | +47.19% |
| Worst | -13.63% |
| % of Windows Positive | 76.6% |
Risk Metrics
| Maximum Drawdown | -27.43% |
| Average Drawdown | -10.47% |
| Drawdown Duration | 801 Trading Days |
| Sortino Ratio | 0.36 |
| Calmar Ratio | 0.12 |
| CVaR (5%) | -3.06% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +20.02% (+89.83% ann.) | +$2002.14 | $61.00 | $12.20 | $0.10 |
| 2025 | -6.78% | $677.85 | $207.29 | $41.46 | $0.33 |
| 2024 | +9.54% | +$953.60 | $209.74 | $41.95 | $0.34 |
| 2023 | -0.42% | $41.73 | $195.85 | $39.17 | $0.31 |
| 2022 | +4.46% | +$445.51 | $191.60 | $38.32 | $0.31 |
| 2021 | -0.63% | $62.81 | $178.18 | $35.64 | $0.29 |
| 2020 | +22.40% | +$2240.11 | $206.61 | $41.32 | $0.33 |
| 2019 | +36.16% | +$3616.05 | $255.93 | $51.19 | $0.41 |
| 2018 | -8.65% | $864.88 | $202.76 | $40.55 | $0.32 |
| 2017 | +34.54% | +$3453.93 | $238.02 | $47.60 | $0.38 |
| 2016 | +14.44% | +$1444.46 | $238.50 | $47.70 | $0.38 |
| 2015 | +5.36% | +$536.45 | $216.39 | $43.28 | $0.35 |
| 2014 | +11.10% | +$1110.32 | $205.68 | $41.14 | $0.33 |
| 2013 | +46.41% | +$4641.06 | $266.48 | $53.30 | $0.43 |
| 2012 | +19.24% | +$1923.55 | $283.54 | $56.71 | $0.45 |
| 2011 | +4.35% | +$434.86 | $260.00 | $52.00 | $0.42 |
| 2010 | +38.66% | +$3866.06 | $311.91 | $62.38 | $0.50 |
| 2009 | +22.83% | +$2282.94 | $373.40 | $74.68 | $0.60 |
| 2008 | -45.60% | $4560.17 | $179.68 | $35.94 | $0.29 |
| 2007 | +38.13% | +$3813.26 | $222.32 | $44.46 | $0.36 |
| 2006 | +23.59% | +$2359.49 | $245.37 | $49.07 | $0.39 |
| 2005 | +7.05% | +$704.78 | $234.22 | $46.84 | $0.38 |
| 2004 | +7.75% | +$774.65 | $226.41 | $45.28 | $0.36 |
| 2003 | +42.47% | +$4247.08 | $316.17 | $63.23 | $0.51 |
| 2002 | -27.63% | $2763.37 | $223.79 | $44.76 | $0.36 |
| 2001 | -27.37% | $2736.52 | $159.80 | $31.96 | $0.26 |
| 2000 | -16.88% | $1687.65 | $131.01 | $26.20 | $0.21 |
| 1999 | +31.47% | +$3147.31 | $154.08 | $30.82 | $0.25 |
| 1998 | +15.50% | +$1549.72 | $155.26 | $31.05 | $0.25 |
| 1997 | +17.12% | +$1711.61 | $155.86 | $31.17 | $0.25 |
| 1996 | +42.72% | +$4271.72 | $190.37 | $38.07 | $0.30 |
| 1995 | +41.77% | +$4177.18 | $230.74 | $46.15 | $0.37 |
| 1994 | -12.90% | $1290.02 | $131.15 | $26.23 | $0.21 |
| 1993 | +32.36% | +$3235.63 | $192.75 | $38.55 | $0.31 |
| 1992 | +39.92% | +$3991.67 | $229.19 | $45.84 | $0.37 |
| 1991 | +68.85% | +$6884.94 | $601.80 | $120.36 | $0.96 |
| 1990 | -19.08% | $1907.73 | $524.04 | $104.81 | $0.84 |
| 1989 | +11.78% | +$1178.14 | $562.68 | $112.54 | $0.90 |
| 1988 | +21.03% | +$2102.93 | $749.59 | $149.92 | $1.20 |
| 1987 | -27.04% | $2704.28 | $454.19 | $90.84 | $0.73 |
| 1986 | -11.35% | $1135.13 | $389.43 | $77.89 | $0.62 |
| 1985 | +38.99% | +$3899.04 | $394.79 | $78.96 | $0.63 |
| 1984 | -3.63% | $363.46 | $436.56 | $87.31 | $0.70 |
| 1983 | +79.43% | +$7942.82 | $754.36 | $150.87 | $1.20 |
| 1982 | -22.29% | $2229.45 | $557.60 | $111.52 | $0.90 |
| 1981 | -14.89% | $1489.19 | $445.36 | $89.07 | $0.71 |
| 1980 | +11.64% | +$1163.57 | $328.43 | $65.69 | $0.52 |
| 1979 | +82.06% | +$8206.30 | $721.63 | $144.32 | $1.15 |
| 1978 | -33.33% | $3332.88 | $459.08 | $91.82 | $0.73 |
| 1977 | +14.37% | +$1437.24 | $468.11 | $93.62 | $0.75 |
| 1976 | +24.72% | +$2471.53 | $548.50 | $109.70 | $0.88 |
| 1975 | +22.12% | +$2211.64 | $644.09 | $128.82 | $1.03 |
| 1974 | -40.15% | $4015.09 | $315.74 | $63.15 | $0.51 |
| 1973 | +73.85% | +$7385.12 | $450.18 | $90.04 | $0.72 |
| 1972 | +2.77% | +$277.45 | $416.73 | $83.34 | $0.67 |
| 1971 | +24.86% | +$2485.61 | $503.77 | $100.75 | $0.80 |
| 1970 partial | +0.81% (+0.81% ann.) | +$80.91 | $485.84 | $97.17 | $0.78 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +110.55% | +17.63% | +$11054.86 | $1192.17 | $238.43 | $1.91 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | -55.26% | -26.84% | $5526.09 | $428.23 | $85.65 | $0.69 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +242.72% | +27.96% | +$24271.82 | $2240.02 | $448.00 | $3.58 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -60.51% | -48.20% | $6051.10 | $275.16 | $55.03 | $0.44 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +140.33% | +29.66% | +$14032.82 | $1731.08 | $346.22 | $2.77 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +272.61% | +18.98% | +$27261.14 | $3410.21 | $682.04 | $5.46 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -42.26% | -99.81% | $4226.47 | $49.81 | $9.96 | $0.08 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +55.76% | +104.02% | +$5576.08 | $151.04 | $30.21 | $0.24 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +7.26% | +6.88% | +$726.17 | $240.32 | $48.06 | $0.38 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +4.84% | +5.15% | +$484.41 | $197.54 | $39.51 | $0.32 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -1.99% | -1.08% | $199.13 | $349.54 | $69.91 | $0.56 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +25.84% | +15.78% | +$2583.54 | $353.13 | $70.63 | $0.57 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1970-02-04 | $0.0449 | 1.25% |
| 1970-05-04 | $0.0449 | 1.50% |
| 1970-08-04 | $0.0449 | 1.64% |
| 1970-11-04 | $0.0449 | 1.63% |
| 1971-02-04 | $0.0449 | 1.08% |
| 1971-05-04 | $0.0449 | 1.03% |
| 1971-08-04 | $0.0449 | 1.01% |
| 1971-11-04 | $0.0449 | 1.07% |
| 1972-02-04 | $0.0449 | 0.93% |
| 1972-05-02 | $0.0449 | 0.92% |
| 1972-08-02 | $0.0449 | 1.07% |
| 1972-11-01 | $0.0449 | 1.07% |
| 1973-02-05 | $0.0449 | 0.98% |
| 1973-04-30 | $0.0494 | 0.97% |
| 1973-08-02 | $0.0494 | 0.91% |
| 1973-10-30 | $0.0494 | 0.70% |
| 1974-02-05 | $0.0494 | 0.78% |
| 1974-05-06 | $0.0562 | 0.85% |
| 1974-07-31 | $0.0562 | 1.01% |
| 1974-11-04 | $0.0674 | 1.42% |
| 1975-02-05 | $0.0674 | 1.42% |
| 1975-05-01 | $0.0674 | 1.21% |
| 1975-08-07 | $0.0674 | 1.24% |
| 1975-11-05 | $0.0674 | 1.38% |
| 1976-02-05 | $0.0674 | 1.09% |
| 1976-05-04 | $0.0674 | 1.08% |
| 1976-08-05 | $0.0674 | 1.11% |
| 1976-11-04 | $0.0674 | 1.23% |
| 1977-02-03 | $0.0674 | 0.96% |
| 1977-05-04 | $0.0674 | 1.01% |
| 1977-08-04 | $0.0674 | 0.96% |
| 1977-11-03 | $0.0749 | 1.24% |
| 1978-02-06 | $0.0749 | 1.32% |
| 1978-05-04 | $0.0749 | 1.14% |
| 1978-08-04 | $0.0749 | 1.37% |
| 1978-11-03 | $0.0749 | 1.57% |
| 1979-02-05 | $0.0749 | 1.67% |
| 1979-05-04 | $0.0749 | 1.49% |
| 1979-08-06 | $0.0749 | 1.37% |
| 1979-11-02 | $0.0749 | 1.16% |
| 1980-02-05 | $0.0749 | 0.90% |
| 1980-05-05 | $0.0824 | 1.21% |
| 1980-11-03 | $0.0824 | 1.00% |
| 1981-02-04 | $0.0824 | 1.11% |
| 1981-05-04 | $0.0899 | 1.12% |
| 1981-08-04 | $0.0899 | 1.11% |
| 1981-11-04 | $0.0899 | 1.27% |
| 1982-02-04 | $0.0899 | 1.43% |
| 1982-05-04 | $0.0899 | 1.76% |
| 1982-08-03 | $0.0899 | 1.70% |
| 1982-11-04 | $0.0899 | 1.58% |
| 1983-02-14 | $0.0899 | 1.67% |
| 1983-05-04 | $0.0899 | 1.29% |
| 1983-08-04 | $0.0899 | 1.13% |
| 1983-11-03 | $0.0899 | 1.07% |
| 1984-02-10 | $0.0899 | 1.17% |
| 1984-05-04 | $0.0674 | 0.85% |
| 1984-08-06 | $0.1011 | 1.37% |
| 1984-11-02 | $0.1011 | 1.31% |
| 1985-02-14 | $0.1011 | 1.14% |
| 1985-05-06 | $0.1011 | 0.98% |
| 1985-11-05 | $0.1011 | 1.02% |
| 1986-02-13 | $0.1011 | 0.92% |
| 1986-05-05 | $0.1011 | 0.89% |
| 1986-08-08 | $0.1011 | 1.11% |
| 1986-11-14 | $0.1011 | 1.10% |
| 1987-02-12 | $0.1011 | 0.99% |
| 1987-05-18 | $0.1011 | 1.07% |
| 1987-08-17 | $0.1011 | 0.94% |
| 1987-11-18 | $0.1011 | 1.36% |
| 1988-02-12 | $0.1011 | 1.35% |
| 1988-05-16 | $0.1011 | 1.41% |
| 1988-08-15 | $0.1011 | 1.33% |
| 1988-08-16 | $0.0618 | 0.84% |
| 1988-11-14 | $0.1011 | 1.36% |
| 1989-02-13 | $0.1011 | 1.31% |
| 1989-05-15 | $0.1011 | 1.35% |
| 1989-08-14 | $0.1011 | 1.20% |
| 1989-11-13 | $0.1011 | 1.23% |
| 1990-02-15 | $0.1011 | 1.27% |
| 1990-05-14 | $0.1011 | 1.24% |
| 1990-08-13 | $0.1011 | 1.32% |
| 1990-11-09 | $0.1011 | 1.71% |
| 1991-02-11 | $0.1011 | 1.47% |
| 1991-05-13 | $0.1011 | 1.51% |
| 1991-08-12 | $0.1011 | 1.19% |
| 1991-11-08 | $0.0562 | 0.60% |
| 1992-02-14 | $0.0562 | 0.49% |
| 1992-05-14 | $0.0562 | 0.42% |
| 1992-08-17 | $0.0562 | 0.47% |
| 1992-11-16 | $0.0562 | 0.44% |
| 1993-02-12 | $0.0651 | 0.43% |
| 1993-05-17 | $0.0651 | 0.45% |
| 1993-08-16 | $0.0651 | 0.40% |
| 1993-11-15 | $0.0651 | 0.40% |
| 1994-02-14 | $0.0054 | 0.03% |
| 1994-05-16 | $0.0755 | 0.47% |
| 1994-08-15 | $0.0755 | 0.47% |
| 1994-11-14 | $0.0755 | 0.50% |
| 1995-02-14 | $0.0876 | 0.51% |
| 1995-05-15 | $0.0876 | 0.47% |
| 1995-08-16 | $0.0876 | 0.43% |
| 1995-11-15 | $0.0876 | 0.43% |
| 1996-02-15 | $0.1011 | 0.41% |
| 1996-05-16 | $0.1011 | 0.38% |
| 1996-08-15 | $0.1011 | 0.36% |
| 1996-11-15 | $0.1011 | 0.31% |
| 1997-02-19 | $0.1168 | 0.35% |
| 1997-05-16 | $0.1168 | 0.34% |
| 1997-08-19 | $0.1168 | 0.31% |
| 1997-11-18 | $0.1168 | 0.36% |
| 1998-02-18 | $0.1348 | 0.36% |
| 1998-05-18 | $0.1348 | 0.35% |
| 1998-08-18 | $0.1348 | 0.39% |
| 1998-11-18 | $0.1348 | 0.35% |
| 1999-02-17 | $0.1528 | 0.39% |
| 1999-05-18 | $0.1528 | 0.28% |
| 1999-08-18 | $0.1528 | 0.27% |
| 1999-11-17 | $0.1528 | 0.28% |
| 2000-02-16 | $0.1689 | 0.41% |
| 2000-05-17 | $0.1689 | 0.33% |
| 2000-08-16 | $0.1689 | 0.53% |
| 2000-11-16 | $0.1689 | 0.36% |
| 2001-02-15 | $0.1689 | 0.39% |
| 2001-07-05 | $0.1689 | 0.54% |
| 2001-08-16 | $0.1689 | 0.50% |
| 2001-11-16 | $0.1689 | 0.61% |
| 2002-02-15 | $0.1689 | 0.55% |
| 2002-05-16 | $0.1689 | 0.48% |
| 2002-08-16 | $0.1689 | 0.59% |
| 2002-11-18 | $0.1689 | 0.80% |
| 2003-02-18 | $0.1689 | 0.81% |
| 2003-05-16 | $0.1689 | 0.75% |
| 2003-08-18 | $0.1689 | 0.66% |
| 2003-11-18 | $0.1689 | 0.63% |
| 2004-02-18 | $0.1689 | 0.52% |
| 2004-05-18 | $0.1689 | 0.58% |
| 2004-08-18 | $0.1689 | 0.54% |
| 2004-11-17 | $0.1689 | 0.53% |
| 2005-02-16 | $0.1851 | 0.53% |
| 2005-05-18 | $0.1851 | 0.57% |
| 2005-08-17 | $0.1851 | 0.54% |
| 2005-11-16 | $0.1851 | 0.56% |
| 2006-02-23 | $0.2040 | 0.54% |
| 2006-05-17 | $0.2040 | 0.52% |
| 2006-08-16 | $0.2040 | 0.59% |
| 2006-11-16 | $0.2040 | 0.52% |
| 2007-02-23 | $0.2246 | 0.52% |
| 2007-05-16 | $0.2246 | 0.43% |
| 2007-08-16 | $0.2246 | 0.46% |
| 2007-11-16 | $0.2246 | 0.44% |
| 2008-02-25 | $0.2471 | 0.49% |
| 2008-05-16 | $0.2471 | 0.44% |
| 2008-08-18 | $0.2471 | 0.54% |
| 2008-11-18 | $0.2471 | 1.05% |
| 2009-02-18 | $0.2723 | 0.97% |
| 2009-05-18 | $0.2723 | 0.95% |
| 2009-08-18 | $0.2723 | 0.87% |
| 2009-11-18 | $0.2723 | 0.76% |
| 2010-02-17 | $0.2723 | 0.78% |
| 2010-05-18 | $0.2723 | 0.67% |
| 2010-08-18 | $0.2723 | 0.71% |
| 2010-11-17 | $0.2723 | 0.63% |
| 2011-02-16 | $0.2992 | 0.58% |
| 2011-05-18 | $0.2992 | 0.56% |
| 2011-08-17 | $0.2992 | 0.72% |
| 2011-11-16 | $0.3352 | 0.68% |
| 2012-02-23 | $0.3352 | 0.63% |
| 2012-05-16 | $0.3352 | 0.65% |
| 2012-08-16 | $0.3352 | 0.64% |
| 2012-11-16 | $0.3684 | 0.69% |
| 2013-02-21 | $0.3684 | 0.58% |
| 2013-05-16 | $0.3684 | 0.51% |
| 2013-08-16 | $0.3684 | 0.50% |
| 2013-11-19 | $0.4044 | 0.51% |
| 2014-02-25 | $0.4044 | 0.48% |
| 2014-05-20 | $0.4044 | 0.49% |
| 2014-08-19 | $0.4044 | 0.47% |
| 2014-11-18 | $0.4655 | 0.54% |
| 2015-02-24 | $0.4655 | 0.50% |
| 2015-05-19 | $0.4655 | 0.49% |
| 2015-08-18 | $0.4655 | 0.49% |
| 2015-11-17 | $0.5346 | 0.58% |
| 2016-02-23 | $0.5346 | 0.57% |
| 2016-05-17 | $0.5346 | 0.52% |
| 2016-08-17 | $0.5346 | 0.51% |
| 2016-11-16 | $0.6007 | 0.59% |
| 2017-02-22 | $0.6007 | 0.53% |
| 2017-05-17 | $0.6007 | 0.50% |
| 2017-08-16 | $0.6007 | 0.48% |
| 2017-11-16 | $0.6730 | 0.51% |
| 2018-02-22 | $0.6730 | 0.48% |
| 2018-05-17 | $0.6730 | 0.50% |
| 2018-08-16 | $0.6730 | 0.49% |
| 2018-11-15 | $0.7729 | 0.56% |
| 2019-02-21 | $0.7729 | 0.53% |
| 2019-05-23 | $0.7729 | 0.48% |
| 2019-08-15 | $0.7729 | 0.50% |
| 2019-11-14 | $0.8483 | 0.49% |
| 2020-02-27 | $0.8483 | 0.54% |
| 2020-05-14 | $0.8483 | 0.73% |
| 2020-08-13 | $0.8483 | 0.56% |
| 2020-11-12 | $0.8765 | 0.47% |
| 2021-02-25 | $0.8765 | 0.44% |
| 2021-05-13 | $0.8765 | 0.42% |
| 2021-08-12 | $0.8765 | 0.40% |
| 2021-11-10 | $0.9237 | 0.43% |
| 2022-02-24 | $0.9237 | 0.55% |
| 2022-05-12 | $0.9237 | 0.51% |
| 2022-08-11 | $0.9237 | 0.50% |
| 2022-11-09 | $0.9708 | 0.49% |
| 2023-02-23 | $0.9708 | 0.53% |
| 2023-05-11 | $0.9708 | 0.52% |
| 2023-08-10 | $0.9708 | 0.54% |
| 2023-11-09 | $1.0179 | 0.58% |
| 2024-02-29 | $1.0179 | 0.55% |
| 2024-05-16 | $1.0179 | 0.53% |
| 2024-08-16 | $1.0179 | 0.54% |
| 2024-11-15 | $1.0650 | 0.49% |
| 2025-02-28 | $1.0650 | 0.53% |
| 2025-05-16 | $1.0650 | 0.51% |
| 2025-08-15 | $1.0650 | 0.52% |
| 2025-11-14 | $1.1900 | 0.60% |
| 2026-02-27 | $1.1900 | 0.49% |
| Total | 224 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-05-13 | $40.54 | $8.11 | $0.06 | 0.1535 |
| 2021-08-12 | $40.68 | $8.14 | $0.07 | 0.1486 |
| 2021-11-10 | $43.00 | $8.60 | $0.07 | 0.1616 |
| 2022-02-24 | $43.15 | $8.63 | $0.07 | 0.2005 |
| 2022-05-12 | $43.34 | $8.67 | $0.07 | 0.1903 |
| 2022-08-11 | $43.51 | $8.70 | $0.07 | 0.1857 |
| 2022-11-09 | $45.91 | $9.18 | $0.07 | 0.1864 |
| 2023-02-23 | $46.09 | $9.22 | $0.07 | 0.2002 |
| 2023-05-11 | $46.29 | $9.26 | $0.07 | 0.2021 |
| 2023-08-10 | $46.48 | $9.30 | $0.07 | 0.2086 |
| 2023-11-09 | $48.95 | $9.79 | $0.08 | 0.2258 |
| 2024-02-29 | $49.18 | $9.84 | $0.08 | 0.2096 |
| 2024-05-16 | $49.40 | $9.88 | $0.08 | 0.2025 |
| 2024-08-16 | $49.60 | $9.92 | $0.08 | 0.2117 |
| 2024-11-15 | $52.13 | $10.43 | $0.08 | 0.1928 |
| 2025-02-28 | $52.33 | $10.47 | $0.08 | 0.2082 |
| 2025-05-16 | $52.55 | $10.51 | $0.08 | 0.1997 |
| 2025-08-15 | $52.77 | $10.55 | $0.08 | 0.2062 |
| 2025-11-14 | $59.20 | $11.84 | $0.09 | 0.2375 |
| 2026-02-27 | $59.48 | $11.90 | $0.10 | 0.1950 |
| Total | $964.61 | $192.92 | $1.54 | 3.9266 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.