Johnson & Johnson (JNJ) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$16,802
Total Return
68.02%
CAGR
10.94%
Dividends
$1,564.36
Yield on Cost
15.64%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.94% |
| Median | +0.50% |
| Best | +16.62% |
| Worst | -10.55% |
| % of Windows Positive | 53.6% |
1-Year (252 Trading Days)
| Average | +6.56% |
| Median | +3.57% |
| Best | +65.04% |
| Worst | -13.53% |
| % of Windows Positive | 62.1% |
3-Year (756 Trading Days)
| Average | +10.62% |
| Median | +2.46% |
| Best | +72.68% |
| Worst | -11.59% |
| % of Windows Positive | 56.4% |
Risk Metrics
| Maximum Drawdown | -19.11% |
| Average Drawdown | -7.75% |
| Drawdown Duration | 825 Trading Days |
| Sortino Ratio | 1.05 |
| Calmar Ratio | 0.57 |
| CVaR (5%) | -2.23% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +16.51% (+71.01% ann.) | +$1650.73 | $62.82 | $12.56 | $0.10 |
| 2025 | +46.57% | +$4657.37 | $358.90 | $71.78 | $0.57 |
| 2024 | -5.40% | $539.51 | $316.23 | $63.25 | $0.51 |
| 2023 | -9.15% | $914.61 | $268.41 | $53.68 | $0.43 |
| 2022 | +5.42% | +$541.79 | $262.18 | $52.44 | $0.42 |
| 2021 | +10.89% | +$1088.99 | $268.24 | $53.65 | $0.43 |
| 2020 | +10.25% | +$1024.97 | $275.07 | $55.01 | $0.44 |
| 2019 | +15.56% | +$1556.43 | $293.00 | $58.60 | $0.47 |
| 2018 | -5.64% | $564.40 | $255.46 | $51.09 | $0.41 |
| 2017 | +23.77% | +$2376.87 | $290.45 | $58.09 | $0.46 |
| 2016 | +14.68% | +$1467.94 | $309.31 | $61.86 | $0.49 |
| 2015 | +0.56% | +$56.27 | $284.60 | $56.92 | $0.46 |
| 2014 | +16.69% | +$1669.23 | $303.93 | $60.79 | $0.49 |
| 2013 | +33.81% | +$3380.99 | $372.99 | $74.60 | $0.60 |
| 2012 | +10.02% | +$1002.44 | $370.06 | $74.01 | $0.59 |
| 2011 | +9.10% | +$910.49 | $367.73 | $73.55 | $0.59 |
| 2010 | -1.27% | $127.32 | $331.00 | $66.20 | $0.53 |
| 2009 | +10.54% | +$1053.89 | $325.94 | $65.19 | $0.52 |
| 2008 | -8.28% | $828.32 | $271.34 | $54.27 | $0.43 |
| 2007 | +3.09% | +$308.58 | $247.26 | $49.45 | $0.40 |
| 2006 | +11.92% | +$1191.79 | $243.86 | $48.77 | $0.39 |
| 2005 | -3.74% | $373.84 | $202.20 | $40.44 | $0.32 |
| 2004 | +24.68% | +$2467.94 | $213.23 | $42.65 | $0.34 |
| 2003 | -2.46% | $245.94 | $173.12 | $34.62 | $0.28 |
| 2002 | -8.13% | $813.00 | $135.07 | $27.01 | $0.22 |
| 2001 | +13.71% | +$1370.52 | $133.82 | $26.76 | $0.21 |
| 2000 | +13.92% | +$1392.35 | $133.56 | $26.71 | $0.21 |
| 1999 | +12.21% | +$1220.57 | $130.43 | $26.09 | $0.21 |
| 1998 | +28.65% | +$2865.14 | $147.85 | $29.57 | $0.24 |
| 1997 | +33.92% | +$3391.75 | $171.58 | $34.32 | $0.27 |
| 1996 | +17.76% | +$1776.47 | $172.72 | $34.54 | $0.28 |
| 1995 | +58.54% | +$5853.97 | $235.23 | $47.05 | $0.38 |
| 1994 | +24.40% | +$2439.88 | $253.80 | $50.76 | $0.41 |
| 1993 | -9.39% | $938.82 | $201.43 | $40.29 | $0.32 |
| 1992 | -10.51% | $1051.19 | $156.29 | $31.26 | $0.25 |
| 1991 | +61.78% | +$6178.30 | $215.80 | $43.16 | $0.34 |
| 1990 | +22.88% | +$2287.73 | $222.10 | $44.42 | $0.36 |
| 1989 | +41.98% | +$4198.23 | $264.99 | $53.00 | $0.42 |
| 1988 | +15.95% | +$1595.48 | $258.36 | $51.67 | $0.41 |
| 1987 | +15.82% | +$1581.69 | $246.71 | $49.34 | $0.39 |
| 1986 | +26.87% | +$2686.90 | $263.12 | $52.63 | $0.42 |
| 1985 | +49.00% | +$4899.54 | $356.15 | $71.23 | $0.57 |
| 1984 | -9.14% | $914.21 | $290.44 | $58.08 | $0.47 |
| 1983 | -16.08% | $1607.53 | $218.13 | $43.63 | $0.35 |
| 1982 | +36.27% | +$3626.94 | $263.25 | $52.65 | $0.43 |
| 1981 | +13.97% | +$1396.70 | $258.13 | $51.63 | $0.42 |
| 1980 | +28.69% | +$2869.17 | $283.23 | $56.64 | $0.46 |
| 1979 | +9.87% | +$986.94 | $273.47 | $54.69 | $0.44 |
| 1978 | -2.20% | $220.16 | $223.00 | $44.60 | $0.35 |
| 1977 | +0.01% | +$1.30 | $180.63 | $36.12 | $0.29 |
| 1976 | -12.24% | $1224.49 | $117.40 | $23.48 | $0.18 |
| 1975 | +11.81% | +$1180.76 | $105.40 | $21.07 | $0.18 |
| 1974 | -27.82% | $2782.27 | $64.44 | $12.89 | $0.11 |
| 1973 | -13.29% | $1329.32 | $40.28 | $8.05 | $0.06 |
| 1972 | +32.89% | +$3288.80 | $45.43 | $9.09 | $0.08 |
| 1971 | +73.53% | +$7353.00 | $75.54 | $15.11 | $0.13 |
| 1970 partial | -2.02% (-2.03% ann.) | $201.70 | $58.25 | $11.65 | $0.09 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +112.34% | +17.84% | +$11233.54 | $1245.31 | $249.06 | $1.99 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +64.96% | +21.47% | +$6495.56 | $512.26 | $102.45 | $0.82 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +26.57% | +4.83% | +$2657.05 | $1129.18 | $225.84 | $1.81 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -26.77% | -19.79% | $2677.27 | $411.13 | $82.23 | $0.66 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +54.77% | +13.81% | +$5476.69 | $1531.50 | $306.30 | $2.45 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +156.66% | +13.26% | +$15666.00 | $3713.78 | $742.76 | $5.94 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -24.70% | -96.08% | $2470.33 | $64.03 | $12.81 | $0.10 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +20.66% | +35.28% | +$2066.01 | $169.96 | $33.99 | $0.27 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +12.19% | +11.53% | +$1218.77 | $359.75 | $71.95 | $0.58 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +12.33% | +13.14% | +$1232.78 | $214.03 | $42.81 | $0.34 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +0.41% | +0.22% | +$40.77 | $555.79 | $111.16 | $0.89 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +49.59% | +29.27% | +$4959.29 | $469.68 | $93.94 | $0.75 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1970-02-16 | $0.0021 | 0.19% |
| 1970-05-22 | $0.0017 | 0.19% |
| 1970-08-17 | $0.0017 | 0.18% |
| 1970-11-16 | $0.0017 | 0.14% |
| 1971-02-22 | $0.0027 | 0.19% |
| 1971-05-17 | $0.0021 | 0.11% |
| 1971-08-23 | $0.0021 | 0.11% |
| 1971-11-19 | $0.0021 | 0.11% |
| 1972-02-18 | $0.0031 | 0.14% |
| 1972-05-22 | $0.0021 | 0.08% |
| 1972-08-21 | $0.0021 | 0.08% |
| 1972-11-17 | $0.0021 | 0.08% |
| 1973-02-16 | $0.0031 | 0.12% |
| 1973-05-21 | $0.0026 | 0.11% |
| 1973-08-20 | $0.0026 | 0.11% |
| 1973-11-16 | $0.0026 | 0.10% |
| 1974-02-15 | $0.0036 | 0.17% |
| 1974-05-20 | $0.0031 | 0.13% |
| 1974-08-19 | $0.0042 | 0.23% |
| 1974-11-18 | $0.0042 | 0.23% |
| 1975-02-14 | $0.0052 | 0.27% |
| 1975-05-19 | $0.0042 | 0.21% |
| 1975-08-18 | $0.0042 | 0.24% |
| 1975-11-17 | $0.0042 | 0.22% |
| 1976-02-13 | $0.0063 | 0.32% |
| 1976-05-17 | $0.0052 | 0.29% |
| 1976-08-16 | $0.0052 | 0.29% |
| 1976-11-15 | $0.0052 | 0.31% |
| 1977-02-18 | $0.0073 | 0.53% |
| 1977-05-16 | $0.0073 | 0.54% |
| 1977-08-15 | $0.0073 | 0.49% |
| 1977-11-14 | $0.0073 | 0.47% |
| 1978-02-10 | $0.0089 | 0.60% |
| 1978-05-15 | $0.0089 | 0.55% |
| 1978-08-14 | $0.0089 | 0.49% |
| 1978-11-13 | $0.0089 | 0.56% |
| 1979-02-20 | $0.0104 | 0.70% |
| 1979-05-21 | $0.0104 | 0.71% |
| 1979-08-20 | $0.0104 | 0.66% |
| 1979-11-16 | $0.0104 | 0.71% |
| 1980-02-15 | $0.0104 | 0.68% |
| 1980-05-19 | $0.0120 | 0.73% |
| 1980-08-18 | $0.0120 | 0.69% |
| 1980-11-17 | $0.0120 | 0.67% |
| 1981-02-13 | $0.0120 | 0.60% |
| 1981-05-22 | $0.0138 | 0.60% |
| 1981-08-17 | $0.0138 | 0.69% |
| 1981-11-16 | $0.0138 | 0.63% |
| 1982-02-22 | $0.0138 | 0.57% |
| 1982-05-17 | $0.0156 | 0.61% |
| 1982-08-16 | $0.0156 | 0.65% |
| 1982-11-15 | $0.0156 | 0.53% |
| 1983-02-18 | $0.0156 | 0.54% |
| 1983-05-16 | $0.0172 | 0.56% |
| 1983-08-15 | $0.0172 | 0.63% |
| 1983-11-14 | $0.0172 | 0.62% |
| 1984-02-17 | $0.0172 | 0.76% |
| 1984-05-21 | $0.0187 | 0.87% |
| 1984-08-20 | $0.0187 | 0.90% |
| 1984-11-16 | $0.0187 | 0.89% |
| 1985-02-15 | $0.0187 | 0.76% |
| 1985-05-24 | $0.0203 | 0.69% |
| 1985-08-19 | $0.0203 | 0.71% |
| 1985-11-18 | $0.0203 | 0.65% |
| 1986-02-24 | $0.0203 | 0.66% |
| 1986-05-23 | $0.0219 | 0.50% |
| 1986-08-18 | $0.0219 | 0.48% |
| 1986-11-17 | $0.0219 | 0.51% |
| 1987-02-23 | $0.0219 | 0.41% |
| 1987-05-22 | $0.0262 | 0.51% |
| 1987-08-17 | $0.0262 | 0.42% |
| 1987-11-16 | $0.0262 | 0.54% |
| 1988-02-17 | $0.0262 | 0.51% |
| 1988-05-18 | $0.0313 | 0.70% |
| 1988-08-17 | $0.0313 | 0.63% |
| 1988-11-16 | $0.0313 | 0.60% |
| 1989-02-14 | $0.0313 | 0.56% |
| 1989-05-22 | $0.0362 | 0.57% |
| 1989-08-16 | $0.0362 | 0.56% |
| 1989-11-15 | $0.0362 | 0.52% |
| 1990-02-13 | $0.0362 | 0.52% |
| 1990-05-16 | $0.0425 | 0.56% |
| 1990-08-15 | $0.0425 | 0.50% |
| 1990-11-14 | $0.0425 | 0.51% |
| 1991-02-12 | $0.0425 | 0.43% |
| 1991-05-15 | $0.0500 | 0.43% |
| 1991-08-14 | $0.0500 | 0.43% |
| 1991-11-13 | $0.0500 | 0.40% |
| 1992-02-11 | $0.0500 | 0.38% |
| 1992-05-13 | $0.0575 | 0.48% |
| 1992-08-12 | $0.0575 | 0.47% |
| 1992-11-10 | $0.0575 | 0.47% |
| 1993-02-09 | $0.0575 | 0.51% |
| 1993-05-12 | $0.0650 | 0.58% |
| 1993-08-11 | $0.0650 | 0.71% |
| 1993-11-09 | $0.0650 | 0.60% |
| 1994-02-09 | $0.0650 | 0.61% |
| 1994-05-11 | $0.0725 | 0.70% |
| 1994-08-10 | $0.0725 | 0.61% |
| 1994-11-08 | $0.0725 | 0.55% |
| 1995-02-08 | $0.0725 | 0.50% |
| 1995-05-10 | $0.0825 | 0.50% |
| 1995-08-11 | $0.0825 | 0.47% |
| 1995-11-10 | $0.0825 | 0.41% |
| 1996-02-15 | $0.0825 | 0.34% |
| 1996-05-17 | $0.0950 | 0.40% |
| 1996-08-16 | $0.0950 | 0.36% |
| 1996-11-15 | $0.0950 | 0.37% |
| 1997-02-13 | $0.0950 | 0.31% |
| 1997-05-16 | $0.1100 | 0.36% |
| 1997-08-15 | $0.1100 | 0.37% |
| 1997-11-14 | $0.1100 | 0.37% |
| 1998-02-12 | $0.1100 | 0.32% |
| 1998-05-15 | $0.1250 | 0.35% |
| 1998-08-14 | $0.1250 | 0.33% |
| 1998-11-13 | $0.1250 | 0.30% |
| 1999-02-11 | $0.1250 | 0.30% |
| 1999-05-14 | $0.1400 | 0.29% |
| 1999-08-13 | $0.1400 | 0.30% |
| 1999-11-12 | $0.1400 | 0.27% |
| 2000-02-11 | $0.1400 | 0.36% |
| 2000-05-19 | $0.1600 | 0.36% |
| 2000-08-18 | $0.1600 | 0.33% |
| 2000-11-17 | $0.1600 | 0.34% |
| 2001-02-15 | $0.1600 | 0.33% |
| 2001-05-18 | $0.1800 | 0.36% |
| 2001-08-17 | $0.1800 | 0.33% |
| 2001-11-16 | $0.1800 | 0.30% |
| 2002-02-14 | $0.1800 | 0.31% |
| 2002-05-17 | $0.2050 | 0.34% |
| 2002-08-16 | $0.2050 | 0.37% |
| 2002-11-15 | $0.2050 | 0.34% |
| 2003-02-13 | $0.2050 | 0.41% |
| 2003-05-16 | $0.2400 | 0.43% |
| 2003-08-15 | $0.2400 | 0.47% |
| 2003-11-14 | $0.2400 | 0.48% |
| 2004-02-12 | $0.2400 | 0.44% |
| 2004-05-14 | $0.2850 | 0.52% |
| 2004-08-13 | $0.2850 | 0.51% |
| 2004-11-12 | $0.2850 | 0.47% |
| 2005-02-11 | $0.2850 | 0.43% |
| 2005-05-13 | $0.3300 | 0.49% |
| 2005-08-19 | $0.3300 | 0.51% |
| 2005-11-18 | $0.3300 | 0.52% |
| 2006-02-24 | $0.3300 | 0.56% |
| 2006-05-25 | $0.3750 | 0.62% |
| 2006-08-25 | $0.3750 | 0.58% |
| 2006-11-24 | $0.3750 | 0.56% |
| 2007-02-23 | $0.3750 | 0.58% |
| 2007-05-24 | $0.4150 | 0.65% |
| 2007-08-24 | $0.4150 | 0.67% |
| 2007-11-23 | $0.4150 | 0.62% |
| 2008-02-22 | $0.4150 | 0.66% |
| 2008-05-22 | $0.4600 | 0.70% |
| 2008-08-22 | $0.4600 | 0.65% |
| 2008-11-21 | $0.4600 | 0.82% |
| 2009-02-20 | $0.4600 | 0.82% |
| 2009-05-21 | $0.4900 | 0.88% |
| 2009-08-21 | $0.4900 | 0.80% |
| 2009-11-20 | $0.4900 | 0.78% |
| 2010-02-19 | $0.4900 | 0.76% |
| 2010-05-27 | $0.5400 | 0.91% |
| 2010-08-27 | $0.5400 | 0.93% |
| 2010-11-26 | $0.5400 | 0.85% |
| 2011-02-25 | $0.5400 | 0.90% |
| 2011-05-26 | $0.5700 | 0.86% |
| 2011-08-26 | $0.5700 | 0.88% |
| 2011-11-25 | $0.5700 | 0.92% |
| 2012-02-24 | $0.5700 | 0.88% |
| 2012-05-24 | $0.6100 | 0.96% |
| 2012-08-24 | $0.6100 | 0.90% |
| 2012-11-23 | $0.6100 | 0.88% |
| 2013-02-22 | $0.6100 | 0.79% |
| 2013-05-23 | $0.6600 | 0.75% |
| 2013-08-23 | $0.6600 | 0.75% |
| 2013-11-22 | $0.6600 | 0.69% |
| 2014-02-21 | $0.6600 | 0.71% |
| 2014-05-22 | $0.7000 | 0.69% |
| 2014-08-22 | $0.7000 | 0.67% |
| 2014-11-21 | $0.7000 | 0.65% |
| 2015-02-20 | $0.7000 | 0.70% |
| 2015-05-21 | $0.7500 | 0.72% |
| 2015-08-21 | $0.7500 | 0.76% |
| 2015-11-20 | $0.7500 | 0.73% |
| 2016-02-19 | $0.7500 | 0.72% |
| 2016-05-20 | $0.8000 | 0.71% |
| 2016-08-19 | $0.8000 | 0.66% |
| 2016-11-18 | $0.8000 | 0.69% |
| 2017-02-24 | $0.8000 | 0.66% |
| 2017-05-25 | $0.8400 | 0.66% |
| 2017-08-25 | $0.8400 | 0.63% |
| 2017-11-27 | $0.8400 | 0.61% |
| 2018-02-26 | $0.8400 | 0.64% |
| 2018-05-25 | $0.9000 | 0.74% |
| 2018-08-27 | $0.9000 | 0.66% |
| 2018-11-26 | $0.9000 | 0.63% |
| 2019-02-25 | $0.9000 | 0.66% |
| 2019-05-24 | $0.9500 | 0.68% |
| 2019-08-26 | $0.9500 | 0.74% |
| 2019-11-25 | $0.9500 | 0.69% |
| 2020-02-24 | $0.9500 | 0.63% |
| 2020-05-22 | $1.0100 | 0.69% |
| 2020-08-24 | $1.0100 | 0.66% |
| 2020-11-23 | $1.0100 | 0.69% |
| 2021-02-22 | $1.0100 | 0.62% |
| 2021-05-24 | $1.0600 | 0.62% |
| 2021-08-23 | $1.0600 | 0.59% |
| 2021-11-22 | $1.0600 | 0.65% |
| 2022-02-18 | $1.0600 | 0.64% |
| 2022-05-23 | $1.1300 | 0.64% |
| 2022-08-22 | $1.1300 | 0.67% |
| 2022-11-21 | $1.1300 | 0.64% |
| 2023-02-17 | $1.1300 | 0.71% |
| 2023-05-22 | $1.1900 | 0.75% |
| 2023-08-25 | $1.1900 | 0.72% |
| 2023-11-20 | $1.1900 | 0.79% |
| 2024-02-16 | $1.1900 | 0.75% |
| 2024-05-20 | $1.2400 | 0.80% |
| 2024-08-27 | $1.2400 | 0.75% |
| 2024-11-26 | $1.2400 | 0.80% |
| 2025-02-18 | $1.2400 | 0.79% |
| 2025-05-27 | $1.3000 | 0.85% |
| 2025-08-26 | $1.3000 | 0.73% |
| 2025-11-25 | $1.3000 | 0.63% |
| 2026-02-24 | $1.3000 | 0.53% |
| Total | 225 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 |
|---|---|---|---|---|
| 2021-05-24 | $66.28 | $13.26 | $0.11 | 0.3103 |
| 2021-08-23 | $66.61 | $13.32 | $0.11 | 0.2994 |
| 2021-11-22 | $66.93 | $13.39 | $0.11 | 0.3346 |
| 2022-02-18 | $67.28 | $13.46 | $0.11 | 0.3288 |
| 2022-05-23 | $72.10 | $14.42 | $0.12 | 0.3208 |
| 2022-08-22 | $72.46 | $14.49 | $0.12 | 0.3452 |
| 2022-11-21 | $72.85 | $14.57 | $0.12 | 0.3305 |
| 2023-02-17 | $73.23 | $14.65 | $0.12 | 0.3645 |
| 2023-05-22 | $77.55 | $15.51 | $0.12 | 0.3947 |
| 2023-08-25 | $78.02 | $15.60 | $0.12 | 0.3747 |
| 2023-11-20 | $78.46 | $15.69 | $0.13 | 0.4179 |
| 2024-02-16 | $78.96 | $15.79 | $0.13 | 0.4027 |
| 2024-05-20 | $82.78 | $16.56 | $0.13 | 0.4369 |
| 2024-08-27 | $83.32 | $16.66 | $0.13 | 0.4082 |
| 2024-11-26 | $83.82 | $16.76 | $0.13 | 0.4331 |
| 2025-02-18 | $84.36 | $16.87 | $0.13 | 0.4346 |
| 2025-05-27 | $89.01 | $17.80 | $0.14 | 0.4637 |
| 2025-08-26 | $89.61 | $17.92 | $0.14 | 0.4054 |
| 2025-11-25 | $90.14 | $18.03 | $0.14 | 0.3482 |
| 2026-02-24 | $90.59 | $18.12 | $0.14 | 0.2937 |
| Total | $1564.36 | $312.87 | $2.50 | 7.4480 |
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.