Altria Group, Inc. (MO) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$17,483
Total Return
74.83%
CAGR
11.82%
Dividends
$4,438.22
Yield on Cost
44.38%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.22% |
| Median | +1.07% |
| Best | +19.52% |
| Worst | -22.34% |
| % of Windows Positive | 58.0% |
1-Year (252 Trading Days)
| Average | +14.75% |
| Median | +10.93% |
| Best | +54.65% |
| Worst | -13.07% |
| % of Windows Positive | 71.0% |
3-Year (756 Trading Days)
| Average | +46.59% |
| Median | +40.31% |
| Best | +100.54% |
| Worst | -3.93% |
| % of Windows Positive | 99.4% |
Risk Metrics
| Maximum Drawdown | -26.21% |
| Average Drawdown | -9.44% |
| Drawdown Duration | 550 Trading Days |
| Sortino Ratio | 0.87 |
| Calmar Ratio | 0.45 |
| CVaR (5%) | -3.27% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +15.32% (+64.95% ann.) | +$1531.52 | $183.84 | $36.77 | $0.29 |
| 2025 | +16.57% | +$1656.92 | $812.60 | $162.52 | $1.30 |
| 2024 | +38.54% | +$3854.09 | $1018.42 | $203.68 | $1.63 |
| 2023 | -5.27% | $526.67 | $862.42 | $172.48 | $1.38 |
| 2022 | +2.74% | +$274.13 | $794.48 | $158.90 | $1.27 |
| 2021 | +22.48% | +$2247.66 | $877.24 | $175.45 | $1.40 |
| 2020 | -11.93% | $1192.57 | $700.74 | $140.15 | $1.12 |
| 2019 | +6.54% | +$653.62 | $676.91 | $135.38 | $1.08 |
| 2018 | -27.85% | $2785.44 | $426.34 | $85.27 | $0.68 |
| 2017 | +8.66% | +$866.35 | $379.58 | $75.92 | $0.61 |
| 2016 | +19.59% | +$1958.64 | $408.22 | $81.64 | $0.65 |
| 2015 | +22.09% | +$2208.72 | $446.09 | $89.22 | $0.71 |
| 2014 | +33.26% | +$3325.71 | $529.04 | $105.81 | $0.85 |
| 2013 | +27.24% | +$2723.53 | $594.62 | $118.92 | $0.95 |
| 2012 | +10.59% | +$1059.34 | $582.64 | $116.53 | $0.93 |
| 2011 | +26.17% | +$2617.36 | $653.59 | $130.72 | $1.05 |
| 2010 | +32.17% | +$3217.08 | $759.55 | $151.91 | $1.22 |
| 2009 | +38.26% | +$3826.01 | $897.34 | $179.47 | $1.44 |
| 2008 | -40.65% | $4064.70 | $7269.00 | $1453.80 | $11.63 |
| 2007 | +14.30% | +$1430.26 | $2999.93 | $599.99 | $4.80 |
| 2006 | +18.84% | +$1884.24 | $450.36 | $90.07 | $0.72 |
| 2005 | +26.61% | +$2661.16 | $507.68 | $101.54 | $0.81 |
| 2004 | +17.13% | +$1712.64 | $526.71 | $105.34 | $0.84 |
| 2003 | +41.00% | +$4100.00 | $664.69 | $132.94 | $1.06 |
| 2002 | -7.77% | $776.91 | $540.22 | $108.04 | $0.86 |
| 2001 | +8.10% | +$810.07 | $511.45 | $102.29 | $0.82 |
| 2000 | +102.91% | +$10291.33 | $901.58 | $180.32 | $1.44 |
| 1999 | -55.14% | $5514.11 | $348.66 | $69.73 | $0.56 |
| 1998 | +21.92% | +$2192.12 | $375.86 | $75.17 | $0.60 |
| 1997 | +23.73% | +$2372.82 | $429.55 | $85.91 | $0.69 |
| 1996 | +29.62% | +$2962.12 | $494.09 | $98.82 | $0.79 |
| 1995 | +62.06% | +$6205.92 | $545.98 | $109.20 | $0.87 |
| 1994 | +7.95% | +$795.15 | $553.85 | $110.77 | $0.89 |
| 1993 | -25.02% | $2502.14 | $341.90 | $68.38 | $0.55 |
| 1992 | -1.58% | $158.26 | $295.54 | $59.11 | $0.47 |
| 1991 | +58.54% | +$5854.27 | $372.20 | $74.44 | $0.60 |
| 1990 | +27.84% | +$2784.37 | $376.12 | $75.22 | $0.60 |
| 1989 | +67.99% | +$6798.75 | $496.57 | $99.31 | $0.79 |
| 1988 | +23.53% | +$2353.02 | $480.71 | $96.14 | $0.77 |
| 1987 | +22.04% | +$2203.91 | $442.88 | $88.58 | $0.71 |
| 1986 | +67.64% | +$6763.86 | $567.11 | $113.42 | $0.91 |
| 1985 | +13.81% | +$1381.34 | $502.93 | $100.59 | $0.80 |
| 1984 | +16.75% | +$1675.11 | $481.17 | $96.23 | $0.77 |
| 1983 | +24.02% | +$2401.77 | $490.26 | $98.05 | $0.78 |
| 1982 | +27.68% | +$2767.82 | $499.66 | $99.93 | $0.80 |
| 1981 | +16.46% | +$1645.91 | $468.20 | $93.64 | $0.75 |
| 1980 | +24.19% | +$2418.64 | $450.50 | $90.10 | $0.72 |
| 1979 | +5.14% | +$514.26 | $358.22 | $71.65 | $0.57 |
| 1978 | +16.71% | +$1670.94 | $334.22 | $66.84 | $0.53 |
| 1977 | +2.38% | +$237.64 | $254.89 | $50.98 | $0.41 |
| 1976 | +18.41% | +$1841.11 | $218.37 | $43.67 | $0.35 |
| 1975 | +12.11% | +$1211.28 | $193.85 | $38.77 | $0.31 |
| 1974 | -15.27% | $1527.26 | $135.68 | $27.13 | $0.22 |
| 1973 | -2.07% | $206.75 | $114.38 | $22.87 | $0.18 |
| 1972 | +70.06% | +$7006.49 | $180.42 | $36.08 | $0.29 |
| 1971 | +44.06% | +$4405.66 | $245.86 | $49.17 | $0.40 |
| 1970 partial | +39.67% (+39.96% ann.) | +$3967.09 | $223.49 | $44.70 | $0.35 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | -9.01% | -2.04% | $900.64 | $3196.70 | $639.34 | $5.11 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +108.97% | +33.16% | +$10896.98 | $3250.50 | $650.10 | $5.20 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +195.89% | +24.25% | +$19588.80 | $11934.16 | $2386.83 | $19.09 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -31.99% | -23.88% | $3198.96 | $8016.28 | $1603.26 | $12.83 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +154.94% | +31.95% | +$15494.46 | $3432.03 | $686.41 | $5.49 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +68.58% | +7.14% | +$6857.88 | $5900.24 | $1180.05 | $9.44 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -31.12% | -98.58% | $3112.38 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +18.94% | +32.20% | +$1894.41 | $783.72 | $156.74 | $1.25 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +20.84% | +19.67% | +$2083.72 | $932.98 | $186.60 | $1.49 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +12.81% | +13.65% | +$1281.13 | $873.03 | $174.61 | $1.40 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +31.15% | +15.75% | +$3114.89 | $1867.54 | $373.51 | $2.99 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +40.98% | +24.47% | +$4097.87 | $1278.45 | $255.69 | $2.05 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1970-06-10 | $0.0026 | 0.68% |
| 1970-09-11 | $0.0026 | 0.65% |
| 1970-12-11 | $0.0031 | 0.63% |
| 1971-03-09 | $0.0031 | 0.53% |
| 1971-06-11 | $0.0031 | 0.46% |
| 1971-09-10 | $0.0031 | 0.43% |
| 1971-12-13 | $0.0032 | 0.47% |
| 1972-03-07 | $0.0032 | 0.40% |
| 1972-06-12 | $0.0032 | 0.31% |
| 1972-09-11 | $0.0033 | 0.30% |
| 1972-12-11 | $0.0034 | 0.28% |
| 1973-03-01 | $0.0034 | 0.26% |
| 1973-06-11 | $0.0034 | 0.27% |
| 1973-09-10 | $0.0036 | 0.31% |
| 1973-12-10 | $0.0036 | 0.30% |
| 1974-03-05 | $0.0036 | 0.33% |
| 1974-06-11 | $0.0042 | 0.33% |
| 1974-09-09 | $0.0042 | 0.46% |
| 1974-12-09 | $0.0042 | 0.45% |
| 1975-03-11 | $0.0047 | 0.47% |
| 1975-06-09 | $0.0047 | 0.44% |
| 1975-09-08 | $0.0047 | 0.50% |
| 1975-12-09 | $0.0052 | 0.48% |
| 1976-03-11 | $0.0052 | 0.48% |
| 1976-06-08 | $0.0052 | 0.47% |
| 1976-09-07 | $0.0068 | 0.56% |
| 1976-12-09 | $0.0068 | 0.52% |
| 1977-03-10 | $0.0068 | 0.59% |
| 1977-06-10 | $0.0086 | 0.74% |
| 1977-09-09 | $0.0086 | 0.66% |
| 1977-12-09 | $0.0086 | 0.68% |
| 1978-03-09 | $0.0107 | 0.89% |
| 1978-06-12 | $0.0107 | 0.73% |
| 1978-09-11 | $0.0107 | 0.67% |
| 1978-12-11 | $0.0107 | 0.71% |
| 1979-03-09 | $0.0130 | 0.96% |
| 1979-06-11 | $0.0130 | 0.97% |
| 1979-09-11 | $0.0130 | 0.83% |
| 1979-12-10 | $0.0130 | 0.88% |
| 1980-03-06 | $0.0167 | 1.23% |
| 1980-06-10 | $0.0167 | 1.01% |
| 1980-09-09 | $0.0167 | 0.92% |
| 1980-12-09 | $0.0167 | 0.95% |
| 1981-03-03 | $0.0208 | 1.02% |
| 1981-06-09 | $0.0208 | 0.97% |
| 1981-09-09 | $0.0208 | 1.09% |
| 1981-12-09 | $0.0208 | 0.96% |
| 1982-03-04 | $0.0250 | 1.30% |
| 1982-06-09 | $0.0250 | 1.23% |
| 1982-09-09 | $0.0250 | 1.09% |
| 1982-12-09 | $0.0250 | 0.98% |
| 1983-03-03 | $0.0302 | 1.16% |
| 1983-06-09 | $0.0302 | 1.26% |
| 1983-09-09 | $0.0302 | 1.14% |
| 1983-12-09 | $0.0302 | 1.02% |
| 1984-03-09 | $0.0354 | 1.27% |
| 1984-06-11 | $0.0354 | 1.26% |
| 1984-09-10 | $0.0354 | 1.11% |
| 1984-12-10 | $0.0354 | 1.07% |
| 1985-03-11 | $0.0417 | 1.08% |
| 1985-06-10 | $0.0417 | 1.13% |
| 1985-09-10 | $0.0417 | 1.24% |
| 1985-12-10 | $0.0417 | 1.24% |
| 1986-03-10 | $0.0479 | 1.11% |
| 1986-06-10 | $0.0479 | 0.86% |
| 1986-09-09 | $0.0479 | 0.81% |
| 1986-12-09 | $0.0625 | 1.00% |
| 1987-03-09 | $0.0625 | 0.86% |
| 1987-06-09 | $0.0625 | 0.84% |
| 1987-09-09 | $0.0625 | 0.67% |
| 1987-12-09 | $0.0750 | 1.00% |
| 1988-03-08 | $0.0750 | 0.96% |
| 1988-06-09 | $0.0750 | 1.04% |
| 1988-09-09 | $0.0938 | 1.16% |
| 1988-12-09 | $0.0938 | 1.15% |
| 1989-03-09 | $0.0938 | 0.99% |
| 1989-06-09 | $0.0938 | 0.79% |
| 1989-09-11 | $0.1146 | 0.85% |
| 1989-12-11 | $0.1147 | 0.81% |
| 1990-03-09 | $0.1147 | 0.89% |
| 1990-06-11 | $0.1147 | 0.78% |
| 1990-09-10 | $0.1433 | 0.95% |
| 1990-12-11 | $0.1433 | 0.85% |
| 1991-03-08 | $0.1433 | 0.63% |
| 1991-06-11 | $0.1433 | 0.65% |
| 1991-09-10 | $0.1750 | 0.71% |
| 1991-12-10 | $0.1750 | 0.77% |
| 1992-03-06 | $0.1750 | 0.70% |
| 1992-06-09 | $0.1750 | 0.69% |
| 1992-09-09 | $0.2167 | 0.76% |
| 1992-12-09 | $0.2167 | 0.80% |
| 1993-03-05 | $0.2167 | 0.99% |
| 1993-06-09 | $0.2167 | 1.31% |
| 1993-09-09 | $0.2167 | 1.35% |
| 1993-12-09 | $0.2167 | 1.16% |
| 1994-03-09 | $0.2300 | 1.23% |
| 1994-06-09 | $0.2300 | 1.37% |
| 1994-09-09 | $0.2750 | 1.35% |
| 1994-12-09 | $0.2750 | 1.44% |
| 1995-03-09 | $0.0917 | 0.44% |
| 1995-06-13 | $0.2750 | 1.16% |
| 1995-09-13 | $0.3333 | 1.32% |
| 1995-12-13 | $0.3333 | 1.10% |
| 1996-03-13 | $0.3333 | 0.98% |
| 1996-06-12 | $0.3333 | 0.97% |
| 1996-09-12 | $0.4000 | 1.30% |
| 1996-12-12 | $0.4000 | 1.01% |
| 1997-03-13 | $0.4000 | 0.87% |
| 1997-06-12 | $0.4000 | 0.93% |
| 1997-09-11 | $0.4000 | 0.92% |
| 1997-12-11 | $0.4000 | 0.89% |
| 1998-03-12 | $0.4000 | 0.90% |
| 1998-06-11 | $0.4000 | 1.04% |
| 1998-09-11 | $0.4400 | 1.02% |
| 1998-12-11 | $0.4400 | 0.84% |
| 1999-03-11 | $0.4400 | 1.09% |
| 1999-06-11 | $0.4400 | 1.04% |
| 1999-09-13 | $0.4800 | 1.26% |
| 1999-12-13 | $0.4800 | 1.87% |
| 2000-03-16 | $0.4800 | 2.39% |
| 2000-06-16 | $0.4800 | 1.74% |
| 2000-09-13 | $0.5300 | 1.79% |
| 2000-12-13 | $0.5300 | 1.36% |
| 2001-03-13 | $0.5300 | 1.07% |
| 2001-06-13 | $0.5300 | 1.08% |
| 2001-09-17 | $0.5800 | 1.20% |
| 2001-12-20 | $0.5800 | 1.25% |
| 2002-03-13 | $0.5800 | 1.10% |
| 2002-06-26 | $0.5800 | 1.25% |
| 2002-09-12 | $0.6400 | 1.34% |
| 2002-12-19 | $0.6400 | 1.55% |
| 2003-03-12 | $0.6400 | 1.77% |
| 2003-06-11 | $0.6400 | 1.46% |
| 2003-09-11 | $0.6800 | 1.64% |
| 2003-12-18 | $0.6800 | 1.26% |
| 2004-03-11 | $0.6800 | 1.16% |
| 2004-06-14 | $0.6800 | 1.40% |
| 2004-09-13 | $0.7300 | 1.46% |
| 2004-12-22 | $0.7300 | 1.20% |
| 2005-03-11 | $0.7300 | 1.11% |
| 2005-06-13 | $0.7300 | 1.06% |
| 2005-09-13 | $0.8000 | 1.10% |
| 2005-12-23 | $0.8000 | 1.04% |
| 2006-03-13 | $0.8000 | 1.08% |
| 2006-06-13 | $0.8000 | 1.13% |
| 2006-09-13 | $0.8600 | 1.04% |
| 2006-12-22 | $0.8600 | 1.00% |
| 2007-03-13 | $0.8600 | 0.99% |
| 2007-04-02 | $21.9090 | 24.95% |
| 2007-06-13 | $0.6900 | 0.98% |
| 2007-09-12 | $0.7500 | 1.11% |
| 2007-12-21 | $0.7500 | 0.97% |
| 2008-03-17 | $0.7500 | 1.04% |
| 2008-03-31 | $51.0600 | 69.16% |
| 2008-06-11 | $0.2900 | 1.37% |
| 2008-09-11 | $0.3200 | 1.54% |
| 2008-12-22 | $0.3200 | 2.09% |
| 2009-03-12 | $0.3200 | 1.95% |
| 2009-06-11 | $0.3200 | 1.87% |
| 2009-09-11 | $0.3400 | 1.83% |
| 2009-12-28 | $0.3400 | 1.67% |
| 2010-03-11 | $0.3500 | 1.68% |
| 2010-06-11 | $0.3500 | 1.72% |
| 2010-09-13 | $0.3800 | 1.59% |
| 2010-12-23 | $0.3800 | 1.50% |
| 2011-03-11 | $0.3800 | 1.48% |
| 2011-06-13 | $0.3800 | 1.41% |
| 2011-09-13 | $0.4100 | 1.54% |
| 2011-12-22 | $0.4100 | 1.35% |
| 2012-03-13 | $0.4100 | 1.35% |
| 2012-06-13 | $0.4100 | 1.23% |
| 2012-09-12 | $0.4400 | 1.28% |
| 2012-12-21 | $0.4400 | 1.35% |
| 2013-03-13 | $0.4400 | 1.29% |
| 2013-06-12 | $0.4400 | 1.22% |
| 2013-09-12 | $0.4800 | 1.36% |
| 2013-12-23 | $0.4800 | 1.24% |
| 2014-03-12 | $0.4800 | 1.31% |
| 2014-06-12 | $0.4800 | 1.13% |
| 2014-09-11 | $0.5200 | 1.19% |
| 2014-12-22 | $0.5200 | 1.03% |
| 2015-03-12 | $0.5200 | 1.00% |
| 2015-06-11 | $0.5200 | 1.06% |
| 2015-09-11 | $0.5650 | 1.06% |
| 2015-12-22 | $0.5650 | 0.98% |
| 2016-03-11 | $0.5650 | 0.90% |
| 2016-06-13 | $0.5650 | 0.85% |
| 2016-09-13 | $0.6100 | 0.94% |
| 2016-12-20 | $0.6100 | 0.90% |
| 2017-03-13 | $0.6100 | 0.80% |
| 2017-06-13 | $0.6100 | 0.81% |
| 2017-09-14 | $0.6600 | 1.06% |
| 2017-12-20 | $0.6600 | 0.89% |
| 2018-03-14 | $0.7000 | 1.06% |
| 2018-06-14 | $0.7000 | 1.22% |
| 2018-09-13 | $0.8000 | 1.26% |
| 2018-12-24 | $0.8000 | 1.63% |
| 2019-03-22 | $0.8000 | 1.41% |
| 2019-06-13 | $0.8000 | 1.55% |
| 2019-09-13 | $0.8400 | 1.89% |
| 2019-12-24 | $0.8400 | 1.63% |
| 2020-03-24 | $0.8400 | 2.68% |
| 2020-06-12 | $0.8400 | 2.14% |
| 2020-09-14 | $0.8600 | 1.97% |
| 2020-12-24 | $0.8600 | 2.01% |
| 2021-03-24 | $0.8600 | 1.70% |
| 2021-06-14 | $0.8600 | 1.73% |
| 2021-09-14 | $0.9000 | 1.80% |
| 2021-12-22 | $0.9000 | 1.88% |
| 2022-03-24 | $0.9000 | 1.69% |
| 2022-06-14 | $0.9000 | 1.91% |
| 2022-09-14 | $0.9400 | 2.19% |
| 2022-12-21 | $0.9400 | 2.02% |
| 2023-03-23 | $0.9400 | 2.08% |
| 2023-06-14 | $0.9400 | 2.05% |
| 2023-09-14 | $0.9800 | 2.19% |
| 2023-12-20 | $0.9800 | 2.31% |
| 2024-03-22 | $0.9800 | 2.18% |
| 2024-06-14 | $0.9800 | 2.14% |
| 2024-09-16 | $1.0200 | 1.93% |
| 2024-12-26 | $1.0200 | 1.91% |
| 2025-03-25 | $1.0200 | 1.77% |
| 2025-06-16 | $1.0200 | 1.71% |
| 2025-09-15 | $1.0600 | 1.59% |
| 2025-12-26 | $1.0600 | 1.80% |
| 2026-03-25 | $1.0600 | 1.65% |
| Total | 226 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 |
|---|---|---|---|---|
| 2021-06-14 | $167.48 | $33.50 | $0.27 | 2.7811 |
| 2021-09-14 | $177.77 | $35.55 | $0.28 | 2.9343 |
| 2021-12-22 | $180.41 | $36.08 | $0.29 | 3.0725 |
| 2022-03-24 | $183.18 | $36.64 | $0.29 | 2.7857 |
| 2022-06-14 | $185.68 | $37.14 | $0.30 | 3.2026 |
| 2022-09-14 | $196.95 | $39.39 | $0.32 | 3.7654 |
| 2022-12-21 | $200.49 | $40.10 | $0.32 | 3.5110 |
| 2023-03-23 | $203.79 | $40.76 | $0.33 | 3.7438 |
| 2023-06-14 | $207.31 | $41.46 | $0.33 | 3.7659 |
| 2023-09-14 | $219.82 | $43.96 | $0.35 | 3.9797 |
| 2023-12-20 | $223.72 | $44.74 | $0.36 | 4.4322 |
| 2024-03-22 | $228.06 | $45.61 | $0.36 | 4.2365 |
| 2024-06-14 | $232.21 | $46.44 | $0.37 | 4.1832 |
| 2024-09-16 | $245.96 | $49.19 | $0.39 | 3.7983 |
| 2024-12-26 | $249.83 | $49.97 | $0.40 | 3.7921 |
| 2025-03-25 | $253.70 | $50.74 | $0.41 | 3.5718 |
| 2025-06-16 | $257.34 | $51.47 | $0.41 | 3.4943 |
| 2025-09-15 | $271.14 | $54.23 | $0.43 | 3.3361 |
| 2025-12-26 | $274.68 | $54.94 | $0.44 | 3.8073 |
| 2026-03-25 | $278.71 | $55.74 | $0.45 | 3.4889 |
| Total | $4438.22 | $887.64 | $7.10 | 71.6827 |
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.