News Corporation (NWSA) Stock Total Returns

Growth of $10,000 chart

2021-06-03 to 2026-06-03
to
$
%
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Investment Performance

Final Value
$10,432
Total Return
4.32%
CAGR
0.85%
Dividends
$393.09
Yield on Cost
3.93%

Rolling Returns

1-Month (21 Trading Days)
Average+0.36%
Median+0.79%
Best+23.56%
Worst-24.24%
% of Windows Positive54.3%
1-Year (252 Trading Days)
Average+8.15%
Median+8.32%
Best+70.93%
Worst-40.41%
% of Windows Positive62.0%
3-Year (756 Trading Days)
Average+42.58%
Median+38.86%
Best+104.51%
Worst+3.76%
% of Windows Positive100.0%

Risk Metrics

Maximum Drawdown -43.62%
Average Drawdown -16.65%
Drawdown Duration 674 Trading Days
Sortino Ratio 0.24
Calmar Ratio 0.02
CVaR (5%) -3.80%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +0.06% (+0.14% ann.) +$6.05 $38.29 $7.66 $0.06
2025 -4.61% $460.93 $72.73 $14.55 $0.11
2024 +12.87% +$1286.56 $81.59 $16.31 $0.13
2023 +36.09% +$3608.69 $110.16 $22.03 $0.18
2022 -17.73% $1772.51 $89.82 $17.96 $0.14
2021 +24.98% +$2497.74 $111.46 $22.29 $0.18
2020 +28.69% +$2869.30 $141.97 $28.39 $0.23
2019 +26.04% +$2604.41 $176.76 $35.35 $0.29
2018 -29.19% $2919.17 $123.68 $24.74 $0.20
2017 +43.23% +$4322.53 $175.08 $35.01 $0.27
2016 -13.12% $1311.99 $150.24 $30.05 $0.24
2015 -14.32% $1431.95 $63.73 $12.75 $0.10
2014 -12.93% $1293.01 $0.00 $0.00 $0.00
2013 partial +14.05% (+27.92% ann.) +$1405.06 $0.00 $0.00 $0.00

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Secular stagnation / QE / low inflation / duration bull partial June 19, 2013 – February 19, 2020 -2.37% -0.36% $236.71 $583.99 $116.80 $0.93
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -43.02% -99.84% $4301.83 $68.73 $13.75 $0.11
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +75.56% +147.35% +$7556.47 $115.21 $23.03 $0.19
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +40.17% +37.77% +$4017.34 $127.82 $25.56 $0.21
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -24.62% -25.92% $2461.56 $92.68 $18.54 $0.15
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +54.55% +26.47% +$5454.50 $232.70 $46.54 $0.37
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – June 3, 2026 -0.62% -0.36% $61.82 $113.75 $22.75 $0.18

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 0.77%
2016-03-07 $0.1000 0.91%
2016-09-12 $0.1000 0.75%
2017-03-13 $0.1000 0.81%
2017-09-12 $0.1000 0.75%
2018-03-13 $0.1000 0.60%
2018-09-11 $0.1000 0.79%
2019-03-12 $0.1000 0.77%
2019-09-10 $0.1000 0.70%
2020-03-10 $0.1000 0.99%
2020-09-15 $0.1000 0.65%
2021-03-16 $0.1000 0.38%
2021-09-14 $0.1000 0.46%
2022-03-15 $0.1000 0.47%
2022-09-13 $0.1000 0.57%
2023-03-14 $0.1000 0.64%
2023-09-12 $0.1000 0.48%
2024-03-12 $0.1000 0.38%
2024-09-11 $0.1000 0.38%
2025-03-12 $0.1000 0.37%
2025-09-10 $0.1000 0.34%
2026-03-11 $0.1000 0.42%
Total 22 payments

Portfolio Dividend Returns

Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-06-03 to 2026-06-03. Change
Date Total Yield Tax Trans. Cost Shares Bought
2021-09-14 $38.62 $7.72 $0.06 1.4011
2022-03-15 $38.76 $7.75 $0.06 1.4668
2022-09-13 $38.91 $7.78 $0.06 1.8459
2023-03-14 $39.09 $7.82 $0.06 1.9619
2023-09-12 $39.29 $7.86 $0.06 1.5068
2024-03-12 $39.44 $7.89 $0.06 1.1960
2024-09-11 $39.56 $7.91 $0.06 1.2172
2025-03-12 $39.69 $7.94 $0.06 1.1836
2025-09-10 $39.80 $7.96 $0.06 1.1046
2026-03-11 $39.91 $7.98 $0.06 1.3146
Total $393.09 $78.62 $0.63 14.1986

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.

FARM

CAGR 0.10% Total 4.90% Final $10,490
1980-03-17 — 2026-05-15
ON

CAGR 6.81% Total 458.04% Final $55,804
2000-05-02 — 2026-06-03
ZG

CAGR 8.11% Total 219.09% Final $31,909
2011-07-20 — 2026-06-03