Oracle Corporation (ORCL) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$29,982
Total Return
199.82%
CAGR
24.56%
Dividends
$1,009.69
Yield on Cost
10.10%
Rolling Returns
1-Month (21 Trading Days)
| Average | +2.33% |
| Median | +1.16% |
| Best | +54.11% |
| Worst | -29.98% |
| % of Windows Positive | 54.2% |
1-Year (252 Trading Days)
| Average | +29.97% |
| Median | +26.94% |
| Best | +133.52% |
| Worst | -33.60% |
| % of Windows Positive | 81.7% |
3-Year (756 Trading Days)
| Average | +135.88% |
| Median | +103.51% |
| Best | +416.71% |
| Worst | +44.99% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -58.29% |
| Average Drawdown | -16.07% |
| Drawdown Duration | 183 Trading Days (Unrecovered) |
| Sortino Ratio | 1.19 |
| Calmar Ratio | 0.42 |
| CVaR (5%) | -5.49% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +18.75% (+50.33% ann.) | +$1875.30 | $51.36 | $10.27 | $0.08 |
| 2025 | +17.92% | +$1791.54 | $114.44 | $22.89 | $0.18 |
| 2024 | +59.60% | +$5959.97 | $152.39 | $30.48 | $0.24 |
| 2023 | +30.54% | +$3054.41 | $186.86 | $37.37 | $0.30 |
| 2022 | -4.98% | $497.63 | $147.46 | $29.49 | $0.24 |
| 2021 | +36.45% | +$3645.25 | $186.44 | $37.29 | $0.30 |
| 2020 | +23.79% | +$2378.76 | $182.17 | $36.43 | $0.29 |
| 2019 | +18.93% | +$1893.07 | $202.60 | $40.52 | $0.32 |
| 2018 | -3.28% | $328.30 | $161.51 | $32.30 | $0.26 |
| 2017 | +24.54% | +$2453.50 | $188.21 | $37.64 | $0.30 |
| 2016 | +6.56% | +$656.06 | $165.03 | $33.01 | $0.26 |
| 2015 | -17.86% | $1785.99 | $127.26 | $25.45 | $0.20 |
| 2014 | +18.69% | +$1868.67 | $125.92 | $25.18 | $0.20 |
| 2013 | +15.51% | +$1551.05 | $72.14 | $14.43 | $0.12 |
| 2012 | +31.35% | +$3135.42 | $164.45 | $32.89 | $0.26 |
| 2011 | -17.58% | $1757.95 | $73.64 | $14.73 | $0.12 |
| 2010 | +28.40% | +$2840.34 | $81.73 | $16.35 | $0.13 |
| 2009 | +39.18% | +$3917.66 | $84.77 | $16.95 | $0.14 |
| 2008 | -21.48% | $2147.92 | $0.00 | $0.00 | $0.00 |
| 2007 | +31.74% | +$3173.86 | $0.00 | $0.00 | $0.00 |
| 2006 | +40.38% | +$4037.67 | $0.00 | $0.00 | $0.00 |
| 2005 | -11.01% | $1100.58 | $0.00 | $0.00 | $0.00 |
| 2004 | +3.70% | +$370.37 | $0.00 | $0.00 | $0.00 |
| 2003 | +22.50% | +$2250.00 | $0.00 | $0.00 | $0.00 |
| 2002 | -21.80% | $2179.58 | $0.00 | $0.00 | $0.00 |
| 2001 | -52.48% | $5248.17 | $0.00 | $0.00 | $0.00 |
| 2000 | +3.74% | +$373.68 | $0.00 | $0.00 | $0.00 |
| 1999 | +289.78% | +$28978.26 | $0.00 | $0.00 | $0.00 |
| 1998 | +93.28% | +$9327.73 | $0.00 | $0.00 | $0.00 |
| 1997 | -19.84% | $1983.53 | $0.00 | $0.00 | $0.00 |
| 1996 | +47.79% | +$4778.76 | $0.00 | $0.00 | $0.00 |
| 1995 | +44.05% | +$4405.10 | $0.00 | $0.00 | $0.00 |
| 1994 | +53.48% | +$5347.83 | $0.00 | $0.00 | $0.00 |
| 1993 | +102.64% | +$10264.32 | $0.00 | $0.00 | $0.00 |
| 1992 | +95.69% | +$9568.94 | $0.00 | $0.00 | $0.00 |
| 1991 | +84.13% | +$8412.75 | $0.00 | $0.00 | $0.00 |
| 1990 | -66.31% | $6631.02 | $0.00 | $0.00 | $0.00 |
| 1989 | +139.74% | +$13974.32 | $0.00 | $0.00 | $0.00 |
| 1988 | +34.48% | +$3448.32 | $0.00 | $0.00 | $0.00 |
| 1987 | +179.52% | +$17951.83 | $0.00 | $0.00 | $0.00 |
| 1986 partial | +1.22% (+1.52% ann.) | +$121.86 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +1243.83% | +76.22% | +$124382.63 | $0.00 | $0.00 | $0.00 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | -79.50% | -45.98% | $7950.48 | $0.00 | $0.00 | $0.00 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +165.33% | +21.57% | +$16533.49 | $0.00 | $0.00 | $0.00 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -39.57% | -29.99% | $3957.24 | $0.00 | $0.00 | $0.00 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +98.42% | +22.50% | +$9841.80 | $509.53 | $101.91 | $0.82 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +101.71% | +9.72% | +$10170.76 | $1662.13 | $332.43 | $2.66 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -20.39% | -92.60% | $2039.27 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +19.94% | +33.99% | +$1994.28 | $151.04 | $30.21 | $0.24 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +65.50% | +61.28% | +$6550.11 | $212.19 | $42.44 | $0.34 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -15.47% | -16.34% | $1546.60 | $141.72 | $28.34 | $0.23 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +121.38% | +53.54% | +$12138.25 | $355.77 | $71.15 | $0.57 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +42.08% | +22.87% | +$4208.20 | $201.87 | $40.37 | $0.32 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2009-04-06 | $0.0500 | 0.26% |
| 2009-07-13 | $0.0500 | 0.24% |
| 2009-10-09 | $0.0500 | 0.24% |
| 2010-01-14 | $0.0500 | 0.20% |
| 2010-04-12 | $0.0500 | 0.19% |
| 2010-07-12 | $0.0500 | 0.21% |
| 2010-10-04 | $0.0500 | 0.18% |
| 2011-01-14 | $0.0500 | 0.16% |
| 2011-04-11 | $0.0600 | 0.18% |
| 2011-07-11 | $0.0600 | 0.18% |
| 2011-10-07 | $0.0600 | 0.20% |
| 2012-01-09 | $0.0600 | 0.22% |
| 2012-04-09 | $0.0600 | 0.20% |
| 2012-07-11 | $0.0600 | 0.21% |
| 2012-10-10 | $0.0600 | 0.20% |
| 2012-12-12 | $0.1800 | 0.56% |
| 2013-07-10 | $0.1200 | 0.38% |
| 2013-10-04 | $0.1200 | 0.36% |
| 2014-01-03 | $0.1200 | 0.32% |
| 2014-04-04 | $0.1200 | 0.30% |
| 2014-07-07 | $0.1200 | 0.29% |
| 2014-10-06 | $0.1200 | 0.31% |
| 2015-01-05 | $0.1200 | 0.27% |
| 2015-04-02 | $0.1500 | 0.35% |
| 2015-07-06 | $0.1500 | 0.37% |
| 2015-10-09 | $0.1500 | 0.40% |
| 2016-01-04 | $0.1500 | 0.41% |
| 2016-04-12 | $0.1500 | 0.37% |
| 2016-07-01 | $0.1500 | 0.37% |
| 2016-10-07 | $0.1500 | 0.39% |
| 2017-01-03 | $0.1500 | 0.39% |
| 2017-04-10 | $0.1900 | 0.43% |
| 2017-07-17 | $0.1900 | 0.38% |
| 2017-10-10 | $0.1900 | 0.39% |
| 2018-01-09 | $0.1900 | 0.39% |
| 2018-04-16 | $0.1900 | 0.41% |
| 2018-07-16 | $0.1900 | 0.39% |
| 2018-10-15 | $0.1900 | 0.40% |
| 2019-01-15 | $0.1900 | 0.39% |
| 2019-04-10 | $0.2400 | 0.45% |
| 2019-07-16 | $0.2400 | 0.40% |
| 2019-10-09 | $0.2400 | 0.44% |
| 2020-01-08 | $0.2400 | 0.44% |
| 2020-04-08 | $0.2400 | 0.47% |
| 2020-07-14 | $0.2400 | 0.42% |
| 2020-10-07 | $0.2400 | 0.40% |
| 2021-01-06 | $0.2400 | 0.38% |
| 2021-04-07 | $0.3200 | 0.43% |
| 2021-07-14 | $0.3200 | 0.37% |
| 2021-10-08 | $0.3200 | 0.35% |
| 2022-01-06 | $0.3200 | 0.37% |
| 2022-04-07 | $0.3200 | 0.39% |
| 2022-07-11 | $0.3200 | 0.45% |
| 2022-10-11 | $0.3200 | 0.51% |
| 2023-01-09 | $0.3200 | 0.37% |
| 2023-04-10 | $0.4000 | 0.42% |
| 2023-07-11 | $0.4000 | 0.35% |
| 2023-10-11 | $0.4000 | 0.36% |
| 2024-01-10 | $0.4000 | 0.39% |
| 2024-04-09 | $0.4000 | 0.32% |
| 2024-07-11 | $0.4000 | 0.28% |
| 2024-10-10 | $0.4000 | 0.22% |
| 2025-01-10 | $0.4000 | 0.25% |
| 2025-04-10 | $0.5000 | 0.36% |
| 2025-07-10 | $0.5000 | 0.21% |
| 2025-10-09 | $0.5000 | 0.17% |
| 2026-01-09 | $0.5000 | 0.26% |
| 2026-04-09 | $0.5000 | 0.35% |
| Total | 68 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 |
|---|---|---|---|---|
| 2021-07-14 | $39.46 | $7.89 | $0.06 | 0.3569 |
| 2021-10-08 | $39.58 | $7.92 | $0.06 | 0.3348 |
| 2022-01-06 | $39.68 | $7.94 | $0.06 | 0.3670 |
| 2022-04-07 | $39.80 | $7.96 | $0.06 | 0.3897 |
| 2022-07-11 | $39.93 | $7.99 | $0.06 | 0.4454 |
| 2022-10-11 | $40.07 | $8.01 | $0.06 | 0.5126 |
| 2023-01-09 | $40.23 | $8.05 | $0.06 | 0.3717 |
| 2023-04-10 | $50.44 | $10.09 | $0.08 | 0.4295 |
| 2023-07-11 | $50.61 | $10.12 | $0.08 | 0.3517 |
| 2023-10-11 | $50.75 | $10.15 | $0.08 | 0.3696 |
| 2024-01-10 | $50.90 | $10.18 | $0.08 | 0.3911 |
| 2024-04-09 | $51.06 | $10.21 | $0.08 | 0.3308 |
| 2024-07-11 | $51.19 | $10.24 | $0.08 | 0.2863 |
| 2024-10-10 | $51.30 | $10.26 | $0.08 | 0.2335 |
| 2025-01-10 | $51.40 | $10.28 | $0.08 | 0.2656 |
| 2025-04-10 | $64.38 | $12.88 | $0.10 | 0.3854 |
| 2025-07-10 | $64.57 | $12.91 | $0.10 | 0.2194 |
| 2025-10-09 | $64.68 | $12.94 | $0.10 | 0.1739 |
| 2026-01-09 | $64.77 | $12.95 | $0.10 | 0.2605 |
| 2026-04-09 | $64.90 | $12.98 | $0.10 | 0.3758 |
| Total | $1009.69 | $201.94 | $1.62 | 6.8511 |
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.