News Corporation (NWS) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$12,143
Total Return
21.43%
CAGR
3.96%
Dividends
$413.92
Yield on Cost
4.14%

Rolling Returns

1-Month (21 Trading Days)
Average+0.55%
Median+0.76%
Best+22.95%
Worst-24.41%
% of Windows Positive53.8%
1-Year (252 Trading Days)
Average+11.42%
Median+18.00%
Best+75.24%
Worst-36.17%
% of Windows Positive63.4%
3-Year (756 Trading Days)
Average+54.17%
Median+49.70%
Best+125.94%
Worst+1.99%
% of Windows Positive100.0%

Risk Metrics

Maximum Drawdown -40.44%
Average Drawdown -14.45%
Drawdown Duration 650 Trading Days
Sortino Ratio 0.40
Calmar Ratio 0.10
CVaR (5%) -4.00%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -2.42% (-8.23% ann.) $241.68 $33.75 $6.75 $0.05
2025 -2.13% $212.89 $65.81 $13.16 $0.10
2024 +19.01% +$1900.93 $77.87 $15.57 $0.12
2023 +40.69% +$4069.39 $108.73 $21.75 $0.17
2022 -17.36% $1735.54 $89.05 $17.81 $0.14
2021 +27.49% +$2749.25 $112.73 $22.55 $0.18
2020 +24.00% +$2399.79 $138.33 $27.67 $0.22
2019 +27.08% +$2707.58 $173.70 $34.74 $0.28
2018 -29.66% $2965.87 $120.77 $24.15 $0.20
2017 +42.41% +$4241.02 $170.03 $34.01 $0.27
2016 -14.44% $1443.95 $143.74 $28.75 $0.22
2015 -6.85% $685.41 $66.31 $13.26 $0.10
2014 -15.42% $1542.34 $0.00 $0.00 $0.00
2013 partial +14.81% (+29.52% ann.) +$1481.00 $0.00 $0.00 $0.00

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Secular stagnation / QE / low inflation / duration bull partial June 19, 2013 – February 19, 2020 +2.18% +0.32% +$217.63 $593.73 $118.75 $0.95
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -45.27% -99.90% $4526.86 $66.75 $13.35 $0.11
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +75.95% +148.21% +$7594.67 $115.60 $23.13 $0.19
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +39.17% +36.83% +$3917.32 $126.54 $25.31 $0.20
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -22.98% -24.21% $2297.73 $92.98 $18.59 $0.15
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +60.50% +29.08% +$6049.75 $230.28 $46.06 $0.36
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +4.62% +2.92% +$461.63 $108.27 $21.65 $0.17

Dividend History

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

Date Per Share Yield %
2015-09-14 $0.1000 0.76%
2016-03-07 $0.1000 0.85%
2016-09-12 $0.1000 0.73%
2017-03-13 $0.1000 0.78%
2017-09-12 $0.1000 0.73%
2018-03-13 $0.1000 0.59%
2018-09-11 $0.1000 0.77%
2019-03-12 $0.1000 0.75%
2019-09-10 $0.1000 0.68%
2020-03-10 $0.1000 0.95%
2020-09-15 $0.1000 0.66%
2021-03-16 $0.1000 0.40%
2021-09-14 $0.1000 0.47%
2022-03-15 $0.1000 0.47%
2022-09-13 $0.1000 0.56%
2023-03-14 $0.1000 0.63%
2023-09-12 $0.1000 0.46%
2024-03-12 $0.1000 0.36%
2024-09-11 $0.1000 0.36%
2025-03-12 $0.1000 0.33%
2025-09-10 $0.1000 0.31%
2026-03-11 $0.1000 0.37%
Total 22 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
2021-09-14 $40.69 $8.14 $0.06 1.5171
2022-03-15 $40.83 $8.17 $0.06 1.5207
2022-09-13 $40.99 $8.19 $0.06 1.9126
2023-03-14 $41.18 $8.24 $0.06 2.0459
2023-09-12 $41.38 $8.28 $0.06 1.5396
2024-03-12 $41.53 $8.31 $0.06 1.2161
2024-09-11 $41.66 $8.33 $0.06 1.2296
2025-03-12 $41.78 $8.35 $0.06 1.0862
2025-09-10 $41.89 $8.38 $0.06 1.0597
2026-03-11 $41.99 $8.40 $0.06 1.2224
Total $413.92 $82.78 $0.65 14.3499

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.

ENSG

CAGR 24.03% Total 5194.81% Final $529,481
2007-11-09 — 2026-04-14
NUTX

CAGR -63.13% Total -98.20% Final $179.73
2022-04-04 — 2026-04-14
WRBY

CAGR -17.19% Total -57.53% Final $4,247
2021-09-29 — 2026-04-14