International Business Machines Corporation (IBM) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$22,251
Total Return
122.51%
CAGR
17.35%
Dividends
$2,849.25
Yield on Cost
28.49%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.55% |
| Median | +1.37% |
| Best | +21.28% |
| Worst | -23.85% |
| % of Windows Positive | 57.2% |
1-Year (252 Trading Days)
| Average | +25.70% |
| Median | +25.95% |
| Best | +76.05% |
| Worst | -13.95% |
| % of Windows Positive | 89.3% |
3-Year (756 Trading Days)
| Average | +101.16% |
| Median | +108.43% |
| Best | +175.45% |
| Worst | +30.96% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -28.76% |
| Average Drawdown | -6.84% |
| Drawdown Duration | 103 Trading Days (Unrecovered) |
| Sortino Ratio | 1.09 |
| Calmar Ratio | 0.60 |
| CVaR (5%) | -3.68% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -18.51% (-51.27% ann.) | $1851.23 | $56.72 | $11.34 | $0.09 |
| 2025 | +37.54% | +$3754.32 | $307.72 | $61.54 | $0.49 |
| 2024 | +38.28% | +$3828.26 | $412.40 | $82.48 | $0.66 |
| 2023 | +20.69% | +$2069.25 | $477.78 | $95.56 | $0.76 |
| 2022 | +9.62% | +$962.08 | $500.40 | $100.08 | $0.80 |
| 2021 | +15.55% | +$1554.74 | $534.27 | $106.85 | $0.85 |
| 2020 | -2.19% | $219.30 | $492.68 | $98.53 | $0.79 |
| 2019 | +22.42% | +$2241.62 | $573.79 | $114.76 | $0.92 |
| 2018 | -23.23% | $2322.70 | $409.98 | $82.00 | $0.66 |
| 2017 | -4.72% | $471.52 | $359.36 | $71.87 | $0.57 |
| 2016 | +24.26% | +$2425.73 | $404.42 | $80.88 | $0.65 |
| 2015 | -11.98% | $1198.41 | $314.54 | $62.91 | $0.50 |
| 2014 | -12.81% | $1281.47 | $228.17 | $45.63 | $0.37 |
| 2013 | -0.57% | $56.76 | $194.23 | $38.85 | $0.31 |
| 2012 | +5.58% | +$557.74 | $180.37 | $36.07 | $0.29 |
| 2011 | +26.99% | +$2698.94 | $198.63 | $39.73 | $0.32 |
| 2010 | +13.84% | +$1384.38 | $192.14 | $38.43 | $0.31 |
| 2009 | +57.98% | +$5798.50 | $257.08 | $51.41 | $0.41 |
| 2008 | -21.04% | $2104.44 | $176.63 | $35.33 | $0.28 |
| 2007 | +12.52% | +$1252.27 | $155.07 | $31.01 | $0.25 |
| 2006 | +19.45% | +$1944.89 | $134.36 | $26.87 | $0.21 |
| 2005 | -15.99% | $1599.01 | $79.34 | $15.87 | $0.13 |
| 2004 | +7.02% | +$702.47 | $75.70 | $15.14 | $0.12 |
| 2003 | +20.31% | +$2031.23 | $81.48 | $16.30 | $0.13 |
| 2002 | -35.56% | $3556.32 | $48.87 | $9.77 | $0.08 |
| 2001 | +42.86% | +$4286.05 | $64.80 | $12.96 | $0.10 |
| 2000 | -20.92% | $2091.61 | $47.34 | $9.47 | $0.08 |
| 1999 | +17.46% | +$1745.79 | $51.06 | $10.21 | $0.08 |
| 1998 | +77.22% | +$7722.28 | $82.39 | $16.48 | $0.13 |
| 1997 | +39.08% | +$3908.14 | $102.60 | $20.52 | $0.16 |
| 1996 | +67.30% | +$6729.55 | $142.77 | $28.55 | $0.23 |
| 1995 | +25.40% | +$2540.17 | $136.53 | $27.31 | $0.22 |
| 1994 | +31.83% | +$3182.73 | $177.95 | $35.59 | $0.28 |
| 1993 | +15.09% | +$1509.12 | $316.51 | $63.30 | $0.51 |
| 1992 | -40.71% | $4071.13 | $552.56 | $110.52 | $0.88 |
| 1991 | -18.32% | $1832.36 | $433.82 | $86.77 | $0.69 |
| 1990 | +24.52% | +$2451.95 | $521.44 | $104.28 | $0.84 |
| 1989 | -20.11% | $2011.49 | $392.74 | $78.55 | $0.63 |
| 1988 | +8.76% | +$875.87 | $385.46 | $77.09 | $0.62 |
| 1987 | -1.40% | $139.69 | $369.91 | $73.98 | $0.59 |
| 1986 | -20.85% | $2085.31 | $285.47 | $57.09 | $0.46 |
| 1985 | +29.73% | +$2973.44 | $360.98 | $72.20 | $0.58 |
| 1984 | +3.78% | +$378.12 | $339.73 | $67.95 | $0.55 |
| 1983 | +30.09% | +$3009.21 | $389.52 | $77.91 | $0.62 |
| 1982 | +76.17% | +$7616.50 | $614.65 | $122.93 | $0.99 |
| 1981 | -12.12% | $1212.19 | $515.53 | $103.09 | $0.83 |
| 1980 | +10.07% | +$1007.16 | $543.26 | $108.66 | $0.87 |
| 1979 | -10.31% | $1031.39 | $467.37 | $93.47 | $0.75 |
| 1978 | +12.91% | +$1291.13 | $426.75 | $85.35 | $0.68 |
| 1977 | +1.00% | +$100.16 | $362.30 | $72.46 | $0.59 |
| 1976 | +27.52% | +$2751.93 | $360.05 | $72.01 | $0.59 |
| 1975 | +36.98% | +$3697.71 | $390.74 | $78.16 | $0.62 |
| 1974 | -30.47% | $3046.83 | $226.97 | $45.39 | $0.36 |
| 1973 | -22.40% | $2240.28 | $139.86 | $27.98 | $0.21 |
| 1972 | +20.80% | +$2080.26 | $161.15 | $32.23 | $0.25 |
| 1971 | +7.30% | +$730.26 | $164.43 | $32.88 | $0.27 |
| 1970 partial | -11.99% (-12.06% ann.) | $1198.65 | $99.04 | $19.81 | $0.15 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +294.11% | +34.86% | +$29411.31 | $664.87 | $132.97 | $1.06 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | -48.30% | -22.61% | $4829.70 | $128.73 | $25.75 | $0.21 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +113.86% | +16.43% | +$11385.84 | $790.05 | $158.01 | $1.27 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -28.13% | -20.85% | $2812.57 | $238.02 | $47.60 | $0.38 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +129.47% | +27.90% | +$12946.69 | $1015.86 | $203.17 | $1.63 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | -4.17% | -0.56% | $416.57 | $2289.66 | $457.93 | $3.66 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -37.33% | -99.52% | $3732.97 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +10.41% | +17.28% | +$1041.39 | $310.72 | $62.14 | $0.50 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +11.62% | +10.99% | +$1161.92 | $721.65 | $144.33 | $1.15 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +22.01% | +23.52% | +$2201.47 | $571.16 | $114.23 | $0.91 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +61.16% | +29.36% | +$6115.89 | $847.48 | $169.50 | $1.36 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +15.36% | +9.53% | +$1535.54 | $474.69 | $94.94 | $0.76 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1970-05-01 | $0.0574 | 0.40% |
| 1970-07-31 | $0.0574 | 0.47% |
| 1970-10-30 | $0.0574 | 0.40% |
| 1971-02-05 | $0.0621 | 0.39% |
| 1971-05-07 | $0.0621 | 0.37% |
| 1971-08-06 | $0.0621 | 0.45% |
| 1971-11-05 | $0.0621 | 0.43% |
| 1972-02-03 | $0.0645 | 0.36% |
| 1972-05-04 | $0.0645 | 0.36% |
| 1972-08-03 | $0.0645 | 0.33% |
| 1972-11-08 | $0.0645 | 0.35% |
| 1973-02-07 | $0.0669 | 0.32% |
| 1973-05-04 | $0.0669 | 0.33% |
| 1973-08-08 | $0.0669 | 0.36% |
| 1973-11-08 | $0.0669 | 0.40% |
| 1974-02-06 | $0.0765 | 0.54% |
| 1974-05-08 | $0.0765 | 0.56% |
| 1974-08-08 | $0.0896 | 0.70% |
| 1974-11-06 | $0.0896 | 0.77% |
| 1975-02-06 | $0.0896 | 0.75% |
| 1975-05-08 | $0.0896 | 0.71% |
| 1975-08-07 | $0.1046 | 0.94% |
| 1975-11-05 | $0.1046 | 0.82% |
| 1976-02-05 | $0.1046 | 0.66% |
| 1976-05-06 | $0.1046 | 0.70% |
| 1976-08-05 | $0.1344 | 0.81% |
| 1976-11-04 | $0.1344 | 0.84% |
| 1977-02-03 | $0.1494 | 0.91% |
| 1977-05-05 | $0.1494 | 0.95% |
| 1977-08-04 | $0.1494 | 0.93% |
| 1977-11-02 | $0.1494 | 0.98% |
| 1978-02-03 | $0.1721 | 1.09% |
| 1978-05-04 | $0.1721 | 1.09% |
| 1978-08-03 | $0.1721 | 0.98% |
| 1978-11-01 | $0.1721 | 1.09% |
| 1979-02-07 | $0.2055 | 1.13% |
| 1979-05-04 | $0.2055 | 1.08% |
| 1979-08-08 | $0.2055 | 1.22% |
| 1979-11-07 | $0.2055 | 1.37% |
| 1980-02-06 | $0.2055 | 1.24% |
| 1980-05-08 | $0.2055 | 1.56% |
| 1980-08-07 | $0.2055 | 1.31% |
| 1980-11-05 | $0.2055 | 1.27% |
| 1981-02-05 | $0.2055 | 1.33% |
| 1981-05-07 | $0.2055 | 1.49% |
| 1981-08-06 | $0.2055 | 1.47% |
| 1981-11-04 | $0.2055 | 1.62% |
| 1982-02-04 | $0.2055 | 1.37% |
| 1982-05-06 | $0.2055 | 1.32% |
| 1982-08-05 | $0.2055 | 1.31% |
| 1982-11-04 | $0.2055 | 1.01% |
| 1983-02-03 | $0.2055 | 0.90% |
| 1983-05-05 | $0.2271 | 0.82% |
| 1983-08-04 | $0.2271 | 0.78% |
| 1983-11-02 | $0.2271 | 0.75% |
| 1984-02-03 | $0.2271 | 0.83% |
| 1984-05-04 | $0.2271 | 0.82% |
| 1984-08-08 | $0.2629 | 0.91% |
| 1984-10-31 | $0.2629 | 0.87% |
| 1985-02-06 | $0.2629 | 0.81% |
| 1985-05-03 | $0.2629 | 0.88% |
| 1985-08-08 | $0.2629 | 0.85% |
| 1985-11-06 | $0.2629 | 0.82% |
| 1986-02-07 | $0.2629 | 0.71% |
| 1986-05-08 | $0.2629 | 0.73% |
| 1986-08-07 | $0.2629 | 0.84% |
| 1986-11-05 | $0.2629 | 0.87% |
| 1987-02-05 | $0.2629 | 0.81% |
| 1987-05-07 | $0.2629 | 0.66% |
| 1987-08-06 | $0.2629 | 0.69% |
| 1987-11-05 | $0.2629 | 0.91% |
| 1988-02-04 | $0.2629 | 1.01% |
| 1988-05-05 | $0.2629 | 0.97% |
| 1988-08-04 | $0.2629 | 0.87% |
| 1988-11-04 | $0.2629 | 0.90% |
| 1989-02-02 | $0.2629 | 0.85% |
| 1989-05-04 | $0.2892 | 1.09% |
| 1989-08-03 | $0.2892 | 1.06% |
| 1989-11-02 | $0.2892 | 1.21% |
| 1990-02-05 | $0.2892 | 1.23% |
| 1990-05-04 | $0.2892 | 1.11% |
| 1990-08-06 | $0.2892 | 1.12% |
| 1990-11-05 | $0.2892 | 1.12% |
| 1991-02-04 | $0.2892 | 0.95% |
| 1991-05-06 | $0.2892 | 1.17% |
| 1991-08-06 | $0.2892 | 1.20% |
| 1991-11-04 | $0.2892 | 1.23% |
| 1992-02-06 | $0.2892 | 1.33% |
| 1992-05-07 | $0.2892 | 1.30% |
| 1992-08-06 | $0.2892 | 1.32% |
| 1992-11-05 | $0.2892 | 1.77% |
| 1993-02-04 | $0.1291 | 1.06% |
| 1993-05-06 | $0.1291 | 1.09% |
| 1993-08-05 | $0.0598 | 0.56% |
| 1993-11-04 | $0.0598 | 0.49% |
| 1994-02-04 | $0.0598 | 0.45% |
| 1994-05-05 | $0.0598 | 0.43% |
| 1994-08-04 | $0.0598 | 0.40% |
| 1994-11-04 | $0.0598 | 0.34% |
| 1995-02-06 | $0.0598 | 0.34% |
| 1995-05-04 | $0.0598 | 0.27% |
| 1995-08-08 | $0.0598 | 0.23% |
| 1995-11-08 | $0.0598 | 0.25% |
| 1996-02-07 | $0.0598 | 0.22% |
| 1996-05-08 | $0.0837 | 0.33% |
| 1996-08-07 | $0.0837 | 0.32% |
| 1996-11-06 | $0.0837 | 0.27% |
| 1997-02-06 | $0.0837 | 0.24% |
| 1997-05-07 | $0.0956 | 0.24% |
| 1997-08-07 | $0.0956 | 0.19% |
| 1997-11-06 | $0.0956 | 0.19% |
| 1998-02-06 | $0.0956 | 0.20% |
| 1998-05-06 | $0.1052 | 0.19% |
| 1998-08-06 | $0.1052 | 0.17% |
| 1998-11-06 | $0.1052 | 0.15% |
| 1999-02-08 | $0.1052 | 0.13% |
| 1999-05-06 | $0.1147 | 0.11% |
| 1999-08-06 | $0.1147 | 0.10% |
| 1999-11-08 | $0.1147 | 0.13% |
| 2000-02-08 | $0.1147 | 0.11% |
| 2000-05-08 | $0.1243 | 0.12% |
| 2000-08-08 | $0.1243 | 0.11% |
| 2000-11-08 | $0.1243 | 0.13% |
| 2001-02-07 | $0.1243 | 0.11% |
| 2001-05-08 | $0.1338 | 0.12% |
| 2001-08-08 | $0.1338 | 0.13% |
| 2001-11-07 | $0.1338 | 0.12% |
| 2002-02-06 | $0.1338 | 0.13% |
| 2002-05-08 | $0.1434 | 0.20% |
| 2002-08-07 | $0.1434 | 0.22% |
| 2002-11-06 | $0.1434 | 0.18% |
| 2003-02-06 | $0.1434 | 0.19% |
| 2003-05-07 | $0.1530 | 0.18% |
| 2003-08-06 | $0.1530 | 0.20% |
| 2003-11-06 | $0.1530 | 0.18% |
| 2004-02-06 | $0.1530 | 0.16% |
| 2004-05-06 | $0.1721 | 0.20% |
| 2004-08-06 | $0.1721 | 0.21% |
| 2004-11-08 | $0.1721 | 0.19% |
| 2005-02-08 | $0.1721 | 0.19% |
| 2005-05-06 | $0.1912 | 0.26% |
| 2005-08-08 | $0.1912 | 0.24% |
| 2005-11-08 | $0.1912 | 0.24% |
| 2006-02-08 | $0.1912 | 0.25% |
| 2006-05-08 | $0.2868 | 0.36% |
| 2006-08-08 | $0.2868 | 0.40% |
| 2006-11-08 | $0.2868 | 0.32% |
| 2007-02-07 | $0.2868 | 0.30% |
| 2007-05-08 | $0.3824 | 0.39% |
| 2007-08-08 | $0.3824 | 0.35% |
| 2007-11-07 | $0.3824 | 0.35% |
| 2008-02-06 | $0.3824 | 0.38% |
| 2008-05-07 | $0.4780 | 0.41% |
| 2008-08-06 | $0.4780 | 0.39% |
| 2008-11-06 | $0.4780 | 0.56% |
| 2009-02-06 | $0.4780 | 0.54% |
| 2009-05-06 | $0.5258 | 0.52% |
| 2009-08-06 | $0.5258 | 0.46% |
| 2009-11-06 | $0.5258 | 0.45% |
| 2010-02-08 | $0.5258 | 0.45% |
| 2010-05-06 | $0.6214 | 0.51% |
| 2010-08-06 | $0.6214 | 0.49% |
| 2010-11-08 | $0.6214 | 0.44% |
| 2011-02-08 | $0.6214 | 0.39% |
| 2011-05-06 | $0.7170 | 0.45% |
| 2011-08-08 | $0.7170 | 0.43% |
| 2011-11-08 | $0.7170 | 0.40% |
| 2012-02-08 | $0.7170 | 0.39% |
| 2012-05-08 | $0.8126 | 0.42% |
| 2012-08-08 | $0.8126 | 0.43% |
| 2012-11-07 | $0.8126 | 0.44% |
| 2013-02-06 | $0.8126 | 0.42% |
| 2013-05-08 | $0.9082 | 0.47% |
| 2013-08-07 | $0.9082 | 0.50% |
| 2013-11-06 | $0.9082 | 0.53% |
| 2014-02-06 | $0.9082 | 0.55% |
| 2014-05-07 | $1.0516 | 0.58% |
| 2014-08-06 | $1.0516 | 0.59% |
| 2014-11-06 | $1.0516 | 0.68% |
| 2015-02-06 | $1.0516 | 0.70% |
| 2015-05-06 | $1.2428 | 0.75% |
| 2015-08-06 | $1.2428 | 0.82% |
| 2015-11-06 | $1.2428 | 0.93% |
| 2016-02-08 | $1.2428 | 1.01% |
| 2016-05-06 | $1.3384 | 0.96% |
| 2016-08-08 | $1.3384 | 0.86% |
| 2016-11-08 | $1.3384 | 0.90% |
| 2017-02-08 | $1.3384 | 0.78% |
| 2017-05-08 | $1.4340 | 0.97% |
| 2017-08-08 | $1.4340 | 1.05% |
| 2017-11-09 | $1.4340 | 0.99% |
| 2018-02-08 | $1.4340 | 0.97% |
| 2018-05-09 | $1.5010 | 1.10% |
| 2018-08-09 | $1.5010 | 1.07% |
| 2018-11-08 | $1.5010 | 1.26% |
| 2019-02-07 | $1.5010 | 1.15% |
| 2019-05-09 | $1.5488 | 1.17% |
| 2019-08-08 | $1.5488 | 1.16% |
| 2019-11-07 | $1.5488 | 1.17% |
| 2020-02-07 | $1.5488 | 1.03% |
| 2020-05-07 | $1.5583 | 1.32% |
| 2020-08-07 | $1.5583 | 1.29% |
| 2020-11-09 | $1.5583 | 1.43% |
| 2021-02-09 | $1.5583 | 1.32% |
| 2021-05-07 | $1.5679 | 1.10% |
| 2021-08-09 | $1.5679 | 1.14% |
| 2021-11-09 | $1.6400 | 1.32% |
| 2022-02-10 | $1.6400 | 1.19% |
| 2022-05-09 | $1.6500 | 1.20% |
| 2022-08-09 | $1.6500 | 1.24% |
| 2022-11-09 | $1.6500 | 1.18% |
| 2023-02-09 | $1.6500 | 1.21% |
| 2023-05-09 | $1.6600 | 1.35% |
| 2023-08-09 | $1.6600 | 1.14% |
| 2023-11-09 | $1.6600 | 1.12% |
| 2024-02-08 | $1.6600 | 0.90% |
| 2024-05-09 | $1.6700 | 0.98% |
| 2024-08-09 | $1.6700 | 0.87% |
| 2024-11-12 | $1.6700 | 0.78% |
| 2025-02-10 | $1.6700 | 0.66% |
| 2025-05-09 | $1.6800 | 0.66% |
| 2025-08-08 | $1.6800 | 0.67% |
| 2025-11-10 | $1.6800 | 0.55% |
| 2026-02-10 | $1.6800 | 0.57% |
| 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 |
|---|---|---|---|---|
| 2021-05-07 | $123.65 | $24.73 | $0.20 | 0.7099 |
| 2021-08-09 | $124.77 | $24.95 | $0.20 | 0.7377 |
| 2021-11-09 | $131.71 | $26.34 | $0.21 | 0.8702 |
| 2022-02-10 | $133.14 | $26.63 | $0.21 | 0.7961 |
| 2022-05-09 | $135.27 | $27.05 | $0.22 | 0.8033 |
| 2022-08-09 | $136.59 | $27.32 | $0.22 | 0.8423 |
| 2022-11-09 | $137.98 | $27.60 | $0.22 | 0.8018 |
| 2023-02-09 | $139.30 | $27.86 | $0.22 | 0.8316 |
| 2023-05-09 | $141.53 | $28.31 | $0.23 | 0.9326 |
| 2023-08-09 | $143.08 | $28.62 | $0.23 | 0.8017 |
| 2023-11-09 | $144.41 | $28.88 | $0.23 | 0.7864 |
| 2024-02-08 | $145.71 | $29.14 | $0.23 | 0.6310 |
| 2024-05-09 | $147.65 | $29.53 | $0.24 | 0.7090 |
| 2024-08-09 | $148.83 | $29.77 | $0.24 | 0.6207 |
| 2024-11-12 | $149.87 | $29.97 | $0.24 | 0.5675 |
| 2025-02-10 | $150.81 | $30.16 | $0.24 | 0.4830 |
| 2025-05-09 | $152.53 | $30.51 | $0.24 | 0.4887 |
| 2025-08-08 | $153.35 | $30.67 | $0.25 | 0.5054 |
| 2025-11-10 | $154.20 | $30.84 | $0.25 | 0.3983 |
| 2026-02-10 | $154.87 | $30.97 | $0.25 | 0.4238 |
| Total | $2849.25 | $569.85 | $4.56 | 13.7408 |
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.