Hyster-Yale, Inc. (HY) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$5,476
Total Return
-45.24%
CAGR
-11.35%
Dividends
$971.34
Yield on Cost
9.71%
Rolling Returns
1-Month (21 Trading Days)
| Average | -0.11% |
| Median | -2.02% |
| Best | +58.23% |
| Worst | -26.60% |
| % of Windows Positive | 43.4% |
1-Year (252 Trading Days)
| Average | +6.99% |
| Median | -13.92% |
| Best | +158.01% |
| Worst | -55.92% |
| % of Windows Positive | 46.8% |
3-Year (756 Trading Days)
| Average | +21.90% |
| Median | +25.57% |
| Best | +81.27% |
| Worst | -32.91% |
| % of Windows Positive | 85.2% |
Risk Metrics
| Maximum Drawdown | -70.85% |
| Average Drawdown | -39.46% |
| Drawdown Duration | 675 Trading Days |
| Sortino Ratio | -0.02 |
| Calmar Ratio | -0.16 |
| CVaR (5%) | -6.85% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +21.91% (+59.98% ann.) | +$2190.90 | $244.99 | $49.00 | $0.39 |
| 2025 | -39.87% | $3987.38 | $283.51 | $56.70 | $0.45 |
| 2024 | -16.65% | $1664.97 | $222.53 | $44.50 | $0.36 |
| 2023 | +151.49% | +$15148.87 | $517.58 | $103.53 | $0.82 |
| 2022 | -36.43% | $3642.53 | $317.90 | $63.57 | $0.51 |
| 2021 | -29.78% | $2977.75 | $217.23 | $43.44 | $0.35 |
| 2020 | +3.36% | +$335.55 | $217.69 | $43.54 | $0.35 |
| 2019 | -3.09% | $309.13 | $205.40 | $41.08 | $0.33 |
| 2018 | -26.15% | $2614.78 | $145.57 | $29.11 | $0.23 |
| 2017 | +35.35% | +$3535.09 | $189.83 | $37.96 | $0.31 |
| 2016 | +23.53% | +$2352.67 | $224.42 | $44.89 | $0.36 |
| 2015 | -27.34% | $2734.36 | $155.14 | $31.03 | $0.25 |
| 2014 | -20.61% | $2061.26 | $115.80 | $23.16 | $0.18 |
| 2013 | +93.29% | +$9328.86 | $206.01 | $41.20 | $0.33 |
| 2012 partial | +21.03% (+115.14% ann.) | +$2103.08 | $61.70 | $12.34 | $0.10 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Secular stagnation / QE / low inflation / duration bull partial | October 1, 2012 – February 19, 2020 | +41.17% | +4.78% | +$4117.15 | $2159.93 | $431.98 | $3.46 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -33.11% | -98.99% | $3311.45 | $60.03 | $12.01 | $0.10 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +33.04% | +58.31% | +$3304.22 | $174.61 | $34.92 | $0.28 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | -20.77% | -19.82% | $2077.03 | $253.05 | $50.61 | $0.41 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -22.19% | -23.39% | $2219.28 | $330.34 | $66.06 | $0.54 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +101.91% | +46.09% | +$10190.68 | $858.70 | $171.74 | $1.37 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -37.80% | -24.30% | $3780.37 | $423.58 | $84.72 | $0.68 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2012-11-28 | $0.2500 | 0.62% |
| 2013-02-27 | $0.2500 | 0.50% |
| 2013-05-29 | $0.2500 | 0.40% |
| 2013-08-28 | $0.2500 | 0.35% |
| 2013-11-26 | $0.2500 | 0.30% |
| 2014-02-26 | $0.2500 | 0.25% |
| 2014-05-29 | $0.2750 | 0.32% |
| 2014-08-28 | $0.2750 | 0.36% |
| 2014-11-26 | $0.2750 | 0.36% |
| 2015-02-25 | $0.2750 | 0.41% |
| 2015-05-28 | $0.2850 | 0.39% |
| 2015-08-28 | $0.2850 | 0.47% |
| 2015-11-27 | $0.2850 | 0.49% |
| 2016-02-26 | $0.2850 | 0.48% |
| 2016-05-27 | $0.2950 | 0.48% |
| 2016-08-30 | $0.2950 | 0.56% |
| 2016-11-29 | $0.2950 | 0.45% |
| 2017-02-27 | $0.2950 | 0.48% |
| 2017-05-30 | $0.3030 | 0.41% |
| 2017-08-30 | $0.3030 | 0.44% |
| 2017-11-30 | $0.3030 | 0.35% |
| 2018-02-28 | $0.3030 | 0.39% |
| 2018-05-31 | $0.3100 | 0.45% |
| 2018-08-30 | $0.3100 | 0.50% |
| 2018-11-29 | $0.3100 | 0.47% |
| 2019-02-28 | $0.3100 | 0.43% |
| 2019-05-30 | $0.3180 | 0.71% |
| 2019-08-29 | $0.3180 | 0.59% |
| 2019-11-27 | $0.3180 | 0.53% |
| 2020-02-28 | $0.3180 | 0.66% |
| 2020-05-29 | $0.3180 | 0.84% |
| 2020-08-31 | $0.3180 | 0.75% |
| 2020-11-30 | $0.3180 | 0.55% |
| 2021-02-26 | $0.3180 | 0.38% |
| 2021-05-28 | $0.3230 | 0.43% |
| 2021-08-31 | $0.3230 | 0.55% |
| 2021-11-30 | $0.3230 | 0.81% |
| 2022-03-07 | $0.3230 | 0.89% |
| 2022-05-31 | $0.3230 | 0.85% |
| 2022-08-31 | $0.3230 | 1.07% |
| 2022-11-30 | $0.3230 | 1.13% |
| 2023-02-28 | $0.3230 | 0.99% |
| 2023-05-31 | $0.3250 | 0.68% |
| 2023-08-31 | $0.3250 | 0.71% |
| 2023-11-30 | $0.3250 | 0.68% |
| 2024-02-29 | $0.3250 | 0.56% |
| 2024-05-31 | $0.3500 | 0.47% |
| 2024-08-30 | $0.3500 | 0.56% |
| 2024-11-29 | $0.3500 | 0.62% |
| 2025-02-28 | $0.3500 | 0.65% |
| 2025-05-30 | $0.3600 | 0.88% |
| 2025-08-29 | $0.3600 | 0.94% |
| 2025-12-01 | $0.3600 | 1.24% |
| 2026-02-27 | $0.3600 | 0.94% |
| 2026-06-01 | $0.3650 | 1.00% |
| Total | 55 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-06-03 to 2026-06-03. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-08-31 | $43.58 | $8.72 | $0.07 | 0.5936 |
| 2021-11-30 | $43.77 | $8.75 | $0.07 | 0.8901 |
| 2022-03-07 | $44.06 | $8.81 | $0.07 | 1.0016 |
| 2022-05-31 | $44.38 | $8.87 | $0.07 | 0.9590 |
| 2022-08-31 | $44.69 | $8.94 | $0.07 | 1.2249 |
| 2022-11-30 | $45.09 | $9.02 | $0.07 | 1.2294 |
| 2023-02-28 | $45.48 | $9.10 | $0.07 | 0.9333 |
| 2023-05-31 | $46.07 | $9.21 | $0.07 | 0.7866 |
| 2023-08-31 | $46.33 | $9.27 | $0.07 | 0.8098 |
| 2023-11-30 | $46.59 | $9.32 | $0.08 | 0.7803 |
| 2024-02-29 | $46.84 | $9.37 | $0.08 | 0.6351 |
| 2024-05-31 | $50.66 | $10.13 | $0.08 | 0.5573 |
| 2024-08-30 | $50.86 | $10.17 | $0.08 | 0.6450 |
| 2024-11-29 | $51.09 | $10.22 | $0.08 | 0.7252 |
| 2025-02-28 | $51.34 | $10.27 | $0.08 | 0.8066 |
| 2025-05-30 | $53.10 | $10.62 | $0.09 | 1.0556 |
| 2025-08-29 | $53.48 | $10.70 | $0.09 | 1.1386 |
| 2025-12-01 | $53.89 | $10.78 | $0.09 | 1.5033 |
| 2026-02-27 | $54.43 | $10.89 | $0.09 | 1.1799 |
| 2026-06-01 | $55.62 | $11.12 | $0.09 | 1.2771 |
| Total | $971.34 | $194.26 | $1.56 | 18.7322 |
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.