Northern Trust Corporation (NTRS) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$15,973
Total Return
59.73%
CAGR
9.82%
Dividends
$1,436.11
Yield on Cost
14.36%

Rolling Returns

1-Month (21 Trading Days)
Average+0.91%
Median+0.62%
Best+24.91%
Worst-21.62%
% of Windows Positive52.7%
1-Year (252 Trading Days)
Average+8.39%
Median+4.76%
Best+83.89%
Worst-37.16%
% of Windows Positive51.9%
3-Year (756 Trading Days)
Average+18.31%
Median+1.86%
Best+93.91%
Worst-27.15%
% of Windows Positive53.0%

Risk Metrics

Maximum Drawdown -50.58%
Average Drawdown -20.60%
Drawdown Duration 862 Trading Days
Sortino Ratio 0.66
Calmar Ratio 0.19
CVaR (5%) -4.41%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +14.60% (+61.40% ann.) +$1460.44 $58.57 $11.71 $0.09
2025 +36.14% +$3614.40 $305.11 $61.02 $0.49
2024 +24.79% +$2479.29 $359.41 $71.88 $0.58
2023 -1.72% $171.69 $342.83 $68.57 $0.55
2022 -24.27% $2426.62 $244.47 $48.89 $0.39
2021 +30.99% +$3098.70 $302.95 $60.59 $0.48
2020 -9.77% $977.17 $266.69 $53.34 $0.43
2019 +29.87% +$2986.80 $313.73 $62.75 $0.50
2018 -15.01% $1500.87 $195.27 $39.05 $0.31
2017 +13.76% +$1376.18 $180.65 $36.13 $0.29
2016 +25.57% +$2556.69 $206.64 $41.33 $0.33
2015 +8.64% +$864.42 $210.44 $42.09 $0.34
2014 +10.65% +$1065.17 $211.35 $42.27 $0.34
2013 +25.56% +$2556.28 $246.86 $49.37 $0.40
2012 +29.15% +$2914.51 $299.94 $59.99 $0.48
2011 -26.94% $2693.76 $203.58 $40.72 $0.33
2010 +7.61% +$761.30 $215.13 $43.03 $0.34
2009 +2.25% +$224.72 $216.21 $43.24 $0.35
2008 -31.00% $3099.86 $146.95 $29.39 $0.24
2007 +27.78% +$2778.04 $170.58 $34.12 $0.27
2006 +18.71% +$1870.83 $182.34 $36.47 $0.29
2005 +8.20% +$819.89 $178.03 $35.61 $0.28
2004 +6.40% +$640.35 $169.39 $33.88 $0.27
2003 +33.96% +$3396.13 $200.93 $40.19 $0.32
2002 -41.10% $4109.54 $113.37 $22.67 $0.18
2001 -25.56% $2555.77 $78.08 $15.62 $0.12
2000 +54.84% +$5484.42 $105.94 $21.19 $0.17
1999 +22.29% +$2229.12 $94.74 $18.95 $0.15
1998 +26.33% +$2632.65 $120.85 $24.17 $0.19
1997 +94.59% +$9458.89 $207.89 $41.58 $0.33
1996 +31.63% +$3162.84 $230.99 $46.20 $0.37
1995 +63.29% +$6329.49 $314.13 $62.83 $0.50
1994 -9.96% $995.90 $233.74 $46.75 $0.37
1993 -4.27% $427.09 $185.49 $37.10 $0.30
1992 +28.04% +$2803.84 $200.97 $40.19 $0.32
1991 +71.39% +$7139.09 $232.73 $46.55 $0.37
1990 -2.37% $236.72 $254.60 $50.92 $0.41
1989 +41.25% +$4125.44 $296.54 $59.31 $0.48
1988 +26.13% +$2612.68 $296.72 $59.34 $0.47
1987 -6.28% $627.69 $241.82 $48.36 $0.39
1986 +39.12% +$3912.35 $81.42 $16.28 $0.13
1985 +43.64% +$4364.41 $0.00 $0.00 $0.00
1984 -1.67% $166.67 $0.00 $0.00 $0.00
1983 +33.33% +$3333.34 $0.00 $0.00 $0.00
1982 +22.45% +$2244.90 $0.00 $0.00 $0.00
1981 +10.53% +$1052.63 $0.00 $0.00 $0.00
1980 partial +14.66% (+18.87% ann.) +$1465.51 $0.00 $0.00 $0.00

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Dot-com bubble / TMT mania August 9, 1995 – March 10, 2000 +449.51% +45.00% +$44951.48 $1857.20 $371.44 $2.97
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 -42.40% -19.30% $4240.46 $290.09 $58.02 $0.46
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +135.57% +18.71% +$13556.97 $1328.68 $265.73 $2.13
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -32.47% -24.27% $3247.35 $233.85 $46.77 $0.37
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 -11.85% -3.67% $1184.76 $699.22 $139.84 $1.12
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +157.48% +13.31% +$15748.06 $2869.95 $573.99 $4.59
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -38.00% -99.57% $3800.44 $68.16 $13.63 $0.11
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +18.52% +31.45% +$1852.34 $201.08 $40.22 $0.32
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +34.92% +32.86% +$3492.03 $311.00 $62.20 $0.50
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -25.84% -27.20% $2583.99 $248.21 $49.64 $0.40
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +6.32% +3.36% +$631.88 $681.04 $136.21 $1.09
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +78.07% +44.46% +$7807.01 $522.27 $104.45 $0.84

Dividend History

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

Date Per Share Yield %
1986-12-04 $0.0192 0.56%
1987-03-04 $0.0192 0.53%
1987-06-04 $0.0192 0.56%
1987-09-03 $0.0192 0.48%
1987-12-04 $0.0208 0.71%
1988-03-04 $0.0208 0.62%
1988-06-06 $0.0208 0.62%
1988-09-02 $0.0208 0.60%
1988-12-05 $0.0258 0.70%
1989-03-06 $0.0258 0.66%
1989-06-05 $0.0258 0.52%
1989-09-05 $0.0258 0.46%
1989-12-05 $0.0317 0.59%
1990-03-05 $0.0317 0.60%
1990-06-05 $0.0317 0.60%
1990-09-04 $0.0317 0.76%
1990-12-04 $0.0350 0.75%
1991-03-04 $0.0350 0.62%
1991-06-04 $0.0350 0.55%
1991-09-04 $0.0038 0.05%
1991-12-04 $0.0400 0.51%
1992-03-04 $0.0400 0.45%
1992-06-04 $0.0400 0.41%
1992-09-03 $0.0400 0.41%
1992-12-04 $0.0462 0.43%
1993-03-04 $0.0462 0.39%
1993-06-04 $0.0462 0.44%
1993-09-03 $0.0462 0.46%
1993-12-06 $0.0550 0.55%
1994-03-04 $0.0550 0.52%
1994-06-06 $0.0550 0.53%
1994-09-02 $0.0550 0.58%
1994-12-05 $0.0650 0.78%
1995-03-06 $0.0650 0.76%
1995-06-06 $0.0650 0.65%
1995-09-06 $0.0650 0.57%
1995-12-06 $0.0775 0.58%
1996-03-07 $0.0762 0.55%
1996-06-06 $0.0775 0.54%
1996-09-06 $0.0775 0.47%
1996-12-06 $0.0900 0.51%
1997-03-06 $0.0900 0.43%
1997-06-06 $0.0900 0.35%
1997-09-08 $0.0900 0.33%
1997-12-08 $0.1050 0.30%
1998-03-06 $0.1050 0.29%
1998-06-08 $0.1050 0.30%
1998-09-08 $0.1050 0.33%
1998-12-08 $0.1050 0.25%
1999-03-08 $0.1050 0.22%
1999-06-08 $0.1200 0.26%
1999-09-08 $0.1200 0.28%
1999-12-08 $0.0675 0.14%
2000-03-08 $0.1350 0.24%
2000-06-07 $0.1350 0.20%
2000-09-06 $0.1350 0.16%
2000-12-06 $0.1550 0.18%
2001-03-07 $0.1550 0.22%
2001-06-06 $0.1550 0.23%
2001-09-06 $0.1550 0.28%
2001-12-06 $0.1700 0.28%
2002-03-06 $0.1700 0.29%
2002-06-06 $0.1700 0.34%
2002-09-06 $0.1700 0.42%
2002-12-06 $0.1700 0.46%
2003-03-06 $0.1700 0.56%
2003-06-06 $0.1700 0.42%
2003-09-08 $0.1700 0.40%
2003-12-08 $0.1900 0.42%
2004-03-08 $0.1900 0.38%
2004-06-08 $0.1900 0.43%
2004-09-08 $0.1900 0.44%
2004-12-08 $0.2100 0.44%
2005-03-08 $0.2100 0.47%
2005-06-08 $0.2100 0.45%
2005-09-07 $0.2100 0.41%
2005-12-07 $0.2300 0.43%
2006-03-08 $0.2300 0.43%
2006-06-07 $0.2300 0.41%
2006-09-06 $0.2300 0.41%
2006-12-06 $0.2500 0.43%
2007-03-07 $0.2500 0.42%
2007-06-06 $0.2500 0.39%
2007-09-06 $0.2500 0.41%
2007-12-06 $0.2800 0.35%
2008-03-06 $0.2800 0.41%
2008-06-06 $0.2800 0.38%
2008-09-08 $0.2800 0.35%
2008-12-08 $0.2800 0.55%
2009-03-06 $0.2800 0.58%
2009-06-08 $0.2800 0.50%
2009-09-08 $0.2800 0.48%
2009-12-08 $0.2800 0.58%
2010-03-08 $0.2800 0.51%
2010-06-08 $0.2800 0.58%
2010-09-08 $0.2800 0.59%
2010-12-08 $0.2800 0.53%
2011-03-08 $0.2800 0.55%
2011-06-08 $0.2800 0.60%
2011-09-07 $0.2800 0.78%
2011-12-07 $0.2800 0.70%
2012-03-07 $0.2800 0.64%
2012-06-06 $0.3000 0.72%
2012-09-05 $0.3000 0.64%
2012-12-05 $0.3000 0.63%
2013-03-06 $0.3000 0.55%
2013-06-05 $0.3100 0.54%
2013-09-04 $0.3100 0.56%
2013-12-04 $0.3100 0.53%
2014-03-05 $0.3100 0.50%
2014-06-04 $0.3300 0.54%
2014-09-03 $0.3300 0.47%
2014-12-03 $0.3300 0.49%
2015-03-04 $0.3300 0.47%
2015-06-03 $0.3600 0.48%
2015-09-02 $0.3600 0.53%
2015-12-02 $0.3600 0.48%
2016-03-02 $0.3600 0.58%
2016-06-01 $0.3600 0.49%
2016-08-31 $0.3800 0.54%
2016-11-30 $0.3800 0.47%
2017-03-01 $0.3800 0.44%
2017-05-31 $0.3800 0.43%
2017-08-30 $0.4200 0.47%
2017-11-30 $0.4200 0.43%
2018-03-08 $0.4200 0.39%
2018-06-07 $0.4200 0.39%
2018-09-13 $0.5500 0.52%
2018-12-13 $0.5500 0.63%
2019-03-07 $0.6000 0.65%
2019-06-13 $0.6000 0.68%
2019-09-12 $0.7000 0.72%
2019-12-12 $0.7000 0.65%
2020-03-12 $0.7000 0.98%
2020-06-11 $0.7000 0.80%
2020-09-10 $0.7000 0.86%
2020-12-10 $0.7000 0.75%
2021-03-11 $0.7000 0.69%
2021-06-10 $0.7000 0.59%
2021-09-09 $0.7000 0.61%
2021-12-09 $0.7000 0.59%
2022-03-10 $0.7000 0.65%
2022-06-09 $0.7000 0.64%
2022-09-08 $0.7500 0.78%
2022-12-08 $0.7500 0.85%
2023-03-09 $0.7500 0.81%
2023-06-08 $0.7500 0.99%
2023-09-07 $0.7500 0.98%
2023-12-07 $0.7500 0.93%
2024-03-07 $0.7500 0.92%
2024-06-07 $0.7500 0.91%
2024-09-06 $0.7500 0.84%
2024-12-06 $0.7500 0.68%
2025-03-14 $0.7500 0.78%
2025-06-06 $0.7500 0.70%
2025-09-05 $0.8000 0.62%
2025-12-05 $0.8000 0.60%
2026-03-06 $0.8000 0.56%
Total 158 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
2021-06-10 $63.58 $12.72 $0.10 0.4335
2021-09-09 $63.89 $12.78 $0.10 0.4452
2021-12-09 $64.20 $12.84 $0.10 0.4310
2022-03-10 $64.50 $12.90 $0.10 0.4872
2022-06-09 $64.84 $12.97 $0.10 0.4868
2022-09-08 $69.84 $13.97 $0.11 0.5639
2022-12-08 $70.26 $14.05 $0.11 0.6439
2023-03-09 $70.74 $14.15 $0.11 0.6499
2023-06-08 $71.23 $14.25 $0.11 0.7638
2023-09-07 $71.80 $14.36 $0.11 0.7588
2023-12-07 $72.37 $14.47 $0.12 0.7236
2024-03-07 $72.92 $14.58 $0.12 0.7107
2024-06-07 $73.45 $14.69 $0.12 0.7126
2024-09-06 $73.98 $14.80 $0.12 0.6816
2024-12-06 $74.50 $14.90 $0.12 0.5511
2025-03-14 $74.91 $14.98 $0.12 0.6110
2025-06-06 $75.37 $15.07 $0.12 0.5576
2025-09-05 $80.84 $16.17 $0.13 0.5071
2025-12-05 $81.24 $16.25 $0.13 0.4869
2026-03-06 $81.63 $16.33 $0.13 0.4703
Total $1436.11 $287.22 $2.30 11.6764

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.

MCRI

CAGR 10.78% Total 2740.19% Final $284,019
1993-08-06 — 2026-04-14
TRVI

CAGR 8.66% Total 77.95% Final $17,795
2019-05-07 — 2026-04-14
CRM

CAGR 18.47% Total 3931.30% Final $403,130
2004-06-23 — 2026-04-14