Southwest Airlines Co. (LUV) Stock Total Returns

Growth of $10,000 chart

2021-04-14 to 2026-04-14
to
$
%
%
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Investment Performance

Final Value
$6,960
Total Return
-30.40%
CAGR
-6.99%
Dividends
$411.60
Yield on Cost
4.12%

Rolling Returns

1-Month (21 Trading Days)
Average-0.04%
Median-0.99%
Best+35.56%
Worst-29.60%
% of Windows Positive47.9%
1-Year (252 Trading Days)
Average-3.96%
Median-9.59%
Best+84.45%
Worst-42.56%
% of Windows Positive37.6%
3-Year (756 Trading Days)
Average-16.40%
Median-21.24%
Best+67.25%
Worst-57.68%
% of Windows Positive23.2%

Risk Metrics

Maximum Drawdown -64.12%
Average Drawdown -40.78%
Drawdown Duration 1255 Trading Days (Unrecovered)
Sortino Ratio -0.01
Calmar Ratio -0.11
CVaR (5%) -5.39%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +0.20% (+0.71% ann.) +$20.22 $43.55 $8.71 $0.07
2025 +25.07% +$2507.49 $215.66 $43.13 $0.35
2024 +18.56% +$1855.83 $251.03 $50.21 $0.40
2023 -12.31% $1231.17 $269.56 $53.91 $0.43
2022 -21.41% $2140.52 $0.00 $0.00 $0.00
2021 -8.09% $808.84 $0.00 $0.00 $0.00
2020 -13.38% $1337.87 $33.35 $6.67 $0.05
2019 +17.40% +$1739.75 $151.22 $30.24 $0.24
2018 -28.36% $2836.15 $92.74 $18.55 $0.15
2017 +32.18% +$3218.14 $95.54 $19.11 $0.15
2016 +16.58% +$1657.89 $87.33 $17.47 $0.14
2015 +2.31% +$230.84 $67.48 $13.50 $0.11
2014 +125.96% +$12596.26 $117.07 $23.41 $0.19
2013 +85.27% +$8526.93 $127.30 $25.46 $0.20
2012 +20.00% +$1999.62 $40.94 $8.19 $0.07
2011 -33.94% $3394.27 $15.42 $3.08 $0.02
2010 +13.71% +$1371.18 $17.51 $3.50 $0.03
2009 +32.88% +$3287.54 $23.22 $4.64 $0.04
2008 -29.25% $2924.90 $16.40 $3.28 $0.03
2007 -20.28% $2027.78 $13.06 $2.61 $0.02
2006 -6.66% $666.48 $12.18 $2.44 $0.02
2005 +1.03% +$103.21 $12.29 $2.46 $0.02
2004 +0.97% +$97.47 $12.40 $2.48 $0.02
2003 +16.23% +$1623.45 $14.39 $2.88 $0.02
2002 -24.71% $2471.17 $10.83 $2.17 $0.02
2001 -17.26% $1726.32 $8.05 $1.61 $0.01
2000 +108.12% +$10812.19 $14.89 $2.98 $0.02
1999 +6.71% +$671.08 $14.33 $2.87 $0.02
1998 +38.36% +$3836.50 $17.88 $3.58 $0.03
1997 +68.14% +$6813.67 $23.19 $4.64 $0.04
1996 -4.23% $423.09 $17.40 $3.48 $0.03
1995 +37.51% +$3751.39 $23.89 $4.78 $0.04
1994 -55.13% $5513.02 $10.70 $2.14 $0.02
1993 +90.25% +$9025.22 $20.35 $4.07 $0.03
1992 +73.24% +$7323.96 $32.84 $6.57 $0.05
1991 +95.59% +$9558.80 $57.20 $11.44 $0.09
1990 +9.88% +$988.35 $60.51 $12.10 $0.10
1989 +19.05% +$1904.81 $69.24 $13.85 $0.11
1988 +52.31% +$5230.64 $98.18 $19.63 $0.16
1987 -34.80% $3479.93 $62.18 $12.44 $0.10
1986 -22.90% $2290.18 $47.72 $9.54 $0.08
1985 +22.64% +$2263.77 $58.28 $11.66 $0.09
1984 -18.71% $1871.46 $47.16 $9.43 $0.07
1983 +28.18% +$2817.54 $60.19 $12.04 $0.09
1982 +85.53% +$8553.10 $111.14 $22.22 $0.17
1981 +0.90% +$89.90 $94.68 $18.93 $0.15
1980 partial +152.20% (+153.65% ann.) +$15219.68 $185.86 $37.17 $0.30

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Dot-com bubble / TMT mania August 9, 1995 – March 10, 2000 +124.53% +19.29% +$12452.83 $96.02 $19.20 $0.15
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 -7.92% -3.16% $792.50 $35.68 $7.14 $0.06
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +20.79% +3.85% +$2079.02 $80.52 $16.10 $0.13
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -65.27% -52.70% $6527.07 $20.12 $4.02 $0.03
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +56.04% +14.09% +$5603.72 $128.55 $25.71 $0.21
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +593.99% +29.18% +$59398.71 $3337.64 $667.53 $5.34
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -40.57% -99.74% $4057.39 $31.61 $6.32 $0.05
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +6.24% +10.23% +$624.00 $0.00 $0.00 $0.00
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +1.48% +1.40% +$148.10 $0.00 $0.00 $0.00
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -16.22% -17.13% $1621.62 $0.00 $0.00 $0.00
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -24.04% -13.79% $2404.23 $376.64 $75.33 $0.60
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +46.41% +27.51% +$4640.94 $377.86 $75.57 $0.60

Dividend History

Annual Dividends Per Share
TTM Yield
Consecutive Years Paid
current
Consecutive Years of Growth
current

Date Per Share Yield %
1980-03-03 $0.0007 0.41%
1980-06-06 $0.0007 0.29%
1980-09-30 $0.0011 0.30%
1980-11-28 $0.0011 0.24%
1981-03-10 $0.0011 0.18%
1981-06-09 $0.0011 0.14%
1981-09-02 $0.0011 0.23%
1981-11-25 $0.0014 0.26%
1982-03-09 $0.0014 0.23%
1982-06-04 $0.0014 0.22%
1982-09-03 $0.0014 0.16%
1982-11-26 $0.0014 0.15%
1983-03-09 $0.0014 0.12%
1983-05-31 $0.0014 0.11%
1983-09-02 $0.0014 0.11%
1983-11-30 $0.0014 0.12%
1984-03-07 $0.0014 0.16%
1984-06-04 $0.0014 0.14%
1984-09-05 $0.0014 0.17%
1984-11-28 $0.0014 0.15%
1985-03-06 $0.0014 0.13%
1985-06-06 $0.0014 0.12%
1985-09-04 $0.0014 0.12%
1985-11-26 $0.0014 0.12%
1986-03-05 $0.0014 0.14%
1986-06-06 $0.0014 0.15%
1986-09-03 $0.0014 0.15%
1986-11-26 $0.0014 0.14%
1987-03-04 $0.0014 0.14%
1987-06-08 $0.0014 0.17%
1987-09-02 $0.0014 0.15%
1987-11-27 $0.0014 0.23%
1988-03-04 $0.0014 0.18%
1988-06-07 $0.0014 0.18%
1988-09-02 $0.0014 0.20%
1988-11-29 $0.0015 0.18%
1989-03-06 $0.0015 0.14%
1989-06-07 $0.0015 0.14%
1989-09-01 $0.0015 0.12%
1989-11-29 $0.0015 0.16%
1990-03-05 $0.0015 0.15%
1990-06-07 $0.0015 0.13%
1990-09-06 $0.0016 0.15%
1990-11-29 $0.0016 0.15%
1991-03-01 $0.0016 0.09%
1991-05-31 $0.0016 0.10%
1991-08-29 $0.0016 0.10%
1991-11-29 $0.0016 0.09%
1992-02-28 $0.0016 0.06%
1992-06-01 $0.0018 0.06%
1992-08-31 $0.0020 0.07%
1992-12-01 $0.0020 0.06%
1993-02-26 $0.0020 0.04%
1993-05-28 $0.0020 0.04%
1993-08-30 $0.0020 0.03%
1993-11-30 $0.0020 0.03%
1994-02-28 $0.0020 0.03%
1994-05-27 $0.0020 0.04%
1994-08-30 $0.0020 0.04%
1994-11-30 $0.0020 0.05%
1995-02-27 $0.0020 0.06%
1995-05-26 $0.0020 0.05%
1995-09-01 $0.0020 0.04%
1995-12-04 $0.0020 0.04%
1996-02-28 $0.0020 0.03%
1996-05-29 $0.0020 0.04%
1996-08-30 $0.0020 0.04%
1996-12-09 $0.0020 0.04%
1997-02-26 $0.0024 0.05%
1997-05-28 $0.0024 0.04%
1997-08-29 $0.0024 0.04%
1997-12-08 $0.0030 0.04%
1998-03-04 $0.0030 0.03%
1998-06-03 $0.0030 0.04%
1998-08-31 $0.0036 0.04%
1998-12-07 $0.0036 0.04%
1999-03-03 $0.0036 0.03%
1999-06-02 $0.0036 0.02%
1999-08-30 $0.0033 0.03%
1999-12-06 $0.0040 0.04%
2000-03-01 $0.0040 0.03%
2000-05-31 $0.0040 0.03%
2000-09-01 $0.0040 0.03%
2000-12-04 $0.0040 0.02%
2001-02-28 $0.0050 0.03%
2001-06-04 $0.0030 0.02%
2001-08-31 $0.0050 0.03%
2001-12-03 $0.0050 0.03%
2002-02-27 $0.0050 0.02%
2002-06-03 $0.0050 0.03%
2002-08-30 $0.0050 0.03%
2002-12-09 $0.0050 0.03%
2003-03-04 $0.0050 0.04%
2003-06-02 $0.0050 0.03%
2003-08-29 $0.0050 0.03%
2003-12-03 $0.0050 0.03%
2004-03-02 $0.0050 0.04%
2004-06-08 $0.0050 0.03%
2004-08-31 $0.0050 0.03%
2004-12-07 $0.0050 0.03%
2005-03-01 $0.0050 0.04%
2005-06-07 $0.0050 0.03%
2005-08-30 $0.0050 0.04%
2005-12-06 $0.0050 0.03%
2006-02-28 $0.0050 0.03%
2006-06-06 $0.0050 0.03%
2006-08-29 $0.0050 0.03%
2006-12-05 $0.0050 0.03%
2007-02-27 $0.0050 0.03%
2007-06-05 $0.0050 0.04%
2007-08-28 $0.0050 0.03%
2007-12-04 $0.0050 0.04%
2008-02-26 $0.0050 0.04%
2008-06-10 $0.0050 0.04%
2008-08-26 $0.0050 0.03%
2008-12-09 $0.0050 0.06%
2009-02-24 $0.0050 0.08%
2009-06-08 $0.0050 0.07%
2009-09-01 $0.0050 0.06%
2009-12-08 $0.0050 0.05%
2010-03-02 $0.0050 0.04%
2010-06-07 $0.0050 0.04%
2010-08-24 $0.0050 0.05%
2010-12-07 $0.0050 0.04%
2011-03-01 $0.0050 0.04%
2011-06-06 $0.0050 0.04%
2011-08-23 $0.0050 0.06%
2011-12-06 $0.0050 0.06%
2012-02-28 $0.0050 0.06%
2012-06-04 $0.0100 0.11%
2012-08-14 $0.0100 0.11%
2012-12-04 $0.0100 0.11%
2013-03-05 $0.0100 0.08%
2013-06-03 $0.0400 0.28%
2013-08-06 $0.0400 0.28%
2013-12-10 $0.0400 0.22%
2014-03-04 $0.0400 0.18%
2014-06-02 $0.0600 0.23%
2014-08-19 $0.0600 0.19%
2014-12-09 $0.0600 0.14%
2015-03-03 $0.0600 0.14%
2015-06-01 $0.0750 0.20%
2015-08-18 $0.0750 0.19%
2015-12-08 $0.0750 0.15%
2016-03-01 $0.0750 0.18%
2016-06-06 $0.1000 0.24%
2016-08-16 $0.1000 0.27%
2016-12-06 $0.1000 0.21%
2017-03-07 $0.1000 0.17%
2017-06-05 $0.1250 0.21%
2017-08-22 $0.1250 0.23%
2017-12-06 $0.1250 0.20%
2018-03-06 $0.1250 0.21%
2018-06-05 $0.1600 0.31%
2018-08-21 $0.1600 0.26%
2018-12-04 $0.1600 0.29%
2019-03-05 $0.1600 0.30%
2019-06-04 $0.1800 0.38%
2019-08-20 $0.1800 0.36%
2019-12-10 $0.1800 0.32%
2020-03-03 $0.1800 0.38%
2023-01-09 $0.1800 0.51%
2023-03-07 $0.1800 0.53%
2023-06-20 $0.1800 0.53%
2023-09-05 $0.1800 0.57%
2023-12-20 $0.1800 0.61%
2024-03-05 $0.1800 0.53%
2024-06-18 $0.1800 0.63%
2024-09-04 $0.1800 0.61%
2024-12-26 $0.1800 0.52%
2025-03-12 $0.1800 0.59%
2025-06-18 $0.1800 0.57%
2025-09-03 $0.1800 0.56%
2025-12-26 $0.1800 0.43%
2026-03-12 $0.1800 0.43%
Total 175 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
2023-01-09 $28.56 $5.71 $0.05 0.6403
2023-03-07 $28.67 $5.73 $0.05 0.6860
2023-06-20 $28.80 $5.76 $0.05 0.6670
2023-09-05 $28.92 $5.78 $0.05 0.7503
2023-12-20 $29.05 $5.81 $0.05 0.7979
2024-03-05 $29.20 $5.84 $0.05 0.6774
2024-06-18 $29.32 $5.86 $0.05 0.8233
2024-09-04 $29.47 $5.89 $0.05 0.7972
2024-12-26 $29.61 $5.92 $0.05 0.6914
2025-03-12 $29.73 $5.95 $0.05 0.7887
2025-06-18 $29.88 $5.98 $0.05 0.7655
2025-09-03 $30.01 $6.00 $0.05 0.7412
2025-12-26 $30.15 $6.03 $0.05 0.5831
2026-03-12 $30.25 $6.05 $0.05 0.6256
Total $411.60 $82.32 $0.66 10.0348

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.

MPC

CAGR 21.01% Total 1582.72% Final $168,272
2011-06-24 — 2026-04-14
UNP

CAGR 12.16% Total 20118.94% Final $2,021,894
1980-01-02 — 2026-04-14
CWK

CAGR -3.03% Total -21.11% Final $7,889
2018-08-02 — 2026-04-14