Otter Tail Corporation (OTTR) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$20,948
Total Return
109.48%
CAGR
15.94%
Dividends
$2,063.44
Yield on Cost
20.63%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.48% |
| Median | +1.60% |
| Best | +23.99% |
| Worst | -18.56% |
| % of Windows Positive | 61.8% |
1-Year (252 Trading Days)
| Average | +12.97% |
| Median | +12.06% |
| Best | +58.47% |
| Worst | -20.84% |
| % of Windows Positive | 77.1% |
3-Year (756 Trading Days)
| Average | +44.65% |
| Median | +36.57% |
| Best | +118.12% |
| Worst | +7.62% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -35.12% |
| Average Drawdown | -12.51% |
| Drawdown Duration | 223 Trading Days |
| Sortino Ratio | 1.02 |
| Calmar Ratio | 0.45 |
| CVaR (5%) | -3.73% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +9.88% (+39.21% ann.) | +$987.79 | $71.53 | $14.31 | $0.11 |
| 2025 | +11.75% | +$1174.71 | $286.69 | $57.34 | $0.46 |
| 2024 | -11.59% | $1159.41 | $221.70 | $44.34 | $0.35 |
| 2023 | +47.38% | +$4738.14 | $300.60 | $60.12 | $0.48 |
| 2022 | -16.07% | $1606.89 | $233.11 | $46.62 | $0.37 |
| 2021 | +71.73% | +$7172.74 | $369.87 | $73.97 | $0.59 |
| 2020 | -14.59% | $1459.09 | $291.38 | $58.28 | $0.47 |
| 2019 | +5.66% | +$566.38 | $284.41 | $56.88 | $0.46 |
| 2018 | +14.37% | +$1436.60 | $304.30 | $60.86 | $0.49 |
| 2017 | +11.72% | +$1171.67 | $316.87 | $63.37 | $0.51 |
| 2016 | +58.19% | +$5818.56 | $476.30 | $95.26 | $0.76 |
| 2015 | -10.93% | $1092.62 | $402.68 | $80.54 | $0.64 |
| 2014 | +9.35% | +$935.00 | $419.32 | $83.86 | $0.67 |
| 2013 | +20.97% | +$2096.82 | $481.17 | $96.23 | $0.77 |
| 2012 | +18.42% | +$1842.48 | $550.20 | $110.04 | $0.88 |
| 2011 | +2.12% | +$211.65 | $537.43 | $107.49 | $0.86 |
| 2010 | -4.88% | $487.51 | $488.73 | $97.75 | $0.78 |
| 2009 | +11.05% | +$1105.46 | $519.64 | $103.93 | $0.83 |
| 2008 | -30.39% | $3039.36 | $347.93 | $69.59 | $0.56 |
| 2007 | +14.10% | +$1410.40 | $380.06 | $76.01 | $0.61 |
| 2006 | +10.97% | +$1097.21 | $402.28 | $80.46 | $0.64 |
| 2005 | +17.34% | +$1733.88 | $444.53 | $88.90 | $0.71 |
| 2004 | -1.19% | $118.56 | $416.79 | $83.36 | $0.67 |
| 2003 | +2.67% | +$267.45 | $406.61 | $81.32 | $0.65 |
| 2002 | -4.89% | $489.01 | $367.75 | $73.55 | $0.59 |
| 2001 | +8.26% | +$825.50 | $379.26 | $75.85 | $0.61 |
| 2000 | +53.65% | +$5365.25 | $552.02 | $110.40 | $0.88 |
| 1999 | -2.20% | $220.01 | $504.09 | $100.82 | $0.81 |
| 1998 | +9.76% | +$976.49 | $515.03 | $103.01 | $0.82 |
| 1997 | +23.31% | +$2331.36 | $588.99 | $117.80 | $0.94 |
| 1996 | -6.34% | $634.01 | $511.25 | $102.25 | $0.82 |
| 1995 | +14.65% | +$1465.28 | $550.18 | $110.04 | $0.88 |
| 1994 | +0.50% | +$50.04 | $517.74 | $103.55 | $0.83 |
| 1993 | +5.51% | +$551.31 | $512.41 | $102.48 | $0.82 |
| 1992 | +13.33% | +$1333.14 | $545.46 | $109.09 | $0.87 |
| 1991 | +24.95% | +$2495.40 | $480.96 | $96.19 | $0.77 |
| 1990 | +10.40% | +$1039.70 | $499.00 | $99.80 | $0.80 |
| 1989 | +30.47% | +$3046.69 | $807.02 | $161.41 | $1.29 |
| 1988 | -3.41% | $340.50 | $716.16 | $143.23 | $1.14 |
| 1987 | -5.20% | $520.40 | $631.83 | $126.37 | $1.01 |
| 1986 | +34.64% | +$3464.28 | $0.00 | $0.00 | $0.00 |
| 1985 | +25.56% | +$2556.05 | $0.00 | $0.00 | $0.00 |
| 1984 | +12.63% | +$1262.63 | $0.00 | $0.00 | $0.00 |
| 1983 | +10.61% | +$1061.45 | $0.00 | $0.00 | $0.00 |
| 1982 | +29.71% | +$2971.02 | $0.00 | $0.00 | $0.00 |
| 1981 | -9.21% | $921.05 | $0.00 | $0.00 | $0.00 |
| 1980 | -8.43% | $843.38 | $0.00 | $0.00 | $0.00 |
| 1979 | -2.35% | $235.29 | $0.00 | $0.00 | $0.00 |
| 1978 | +3.03% | +$303.03 | $0.00 | $0.00 | $0.00 |
| 1977 | -0.60% | $60.25 | $0.00 | $0.00 | $0.00 |
| 1976 | +19.42% | +$1942.45 | $0.00 | $0.00 | $0.00 |
| 1975 | +6.11% | +$610.68 | $0.00 | $0.00 | $0.00 |
| 1974 | -16.56% | $1656.05 | $0.00 | $0.00 | $0.00 |
| 1973 partial | -7.10% (-8.24% ann.) | $710.06 | $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 | +31.64% | +6.18% | +$3163.96 | $2884.48 | $576.90 | $4.62 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +56.94% | +19.14% | +$5694.24 | $1443.52 | $288.70 | $2.31 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +56.99% | +9.45% | +$5699.29 | $2215.20 | $443.04 | $3.54 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -52.81% | -41.23% | $5280.74 | $499.88 | $99.97 | $0.80 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +50.53% | +12.88% | +$5053.36 | $2339.39 | $467.88 | $3.74 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +204.91% | +15.87% | +$20491.34 | $4849.38 | $969.88 | $7.76 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -33.99% | -99.13% | $3398.79 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | -1.03% | -1.65% | $103.14 | $181.98 | $36.40 | $0.29 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +66.85% | +62.53% | +$6685.10 | $469.34 | $93.87 | $0.75 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -16.87% | -17.81% | $1687.04 | $190.50 | $38.10 | $0.30 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +47.35% | +23.26% | +$4735.43 | $642.87 | $128.57 | $1.03 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +15.52% | +9.63% | +$1551.84 | $404.27 | $80.85 | $0.65 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1987-02-09 | $0.1825 | 1.48% |
| 1987-05-11 | $0.1825 | 1.75% |
| 1987-08-10 | $0.1825 | 1.74% |
| 1987-11-06 | $0.1825 | 2.07% |
| 1988-02-08 | $0.1850 | 1.76% |
| 1988-05-09 | $0.1850 | 1.79% |
| 1988-08-09 | $0.1850 | 1.92% |
| 1988-11-08 | $0.1850 | 1.74% |
| 1989-02-09 | $0.1900 | 1.81% |
| 1989-05-09 | $0.1900 | 1.83% |
| 1989-08-09 | $0.1900 | 1.65% |
| 1989-11-09 | $0.1900 | 1.65% |
| 1990-02-09 | $0.1950 | 1.61% |
| 1990-08-09 | $0.1950 | 1.61% |
| 1990-11-08 | $0.1950 | 1.47% |
| 1991-02-11 | $0.2000 | 1.55% |
| 1991-05-09 | $0.2000 | 1.43% |
| 1991-08-09 | $0.2000 | 1.30% |
| 1992-02-10 | $0.2050 | 1.21% |
| 1992-05-11 | $0.2050 | 1.21% |
| 1992-08-10 | $0.2050 | 1.21% |
| 1992-11-06 | $0.2050 | 1.23% |
| 1993-02-08 | $0.2100 | 1.20% |
| 1993-05-10 | $0.2100 | 1.10% |
| 1993-08-09 | $0.2100 | 1.24% |
| 1993-11-08 | $0.2100 | 1.29% |
| 1994-02-09 | $0.2150 | 1.26% |
| 1994-05-09 | $0.2150 | 1.30% |
| 1994-08-09 | $0.2150 | 1.39% |
| 1994-11-08 | $0.2150 | 1.37% |
| 1995-02-09 | $0.2200 | 1.30% |
| 1995-05-09 | $0.2200 | 1.31% |
| 1995-08-11 | $0.2200 | 1.30% |
| 1995-11-13 | $0.2200 | 1.25% |
| 1996-02-13 | $0.2250 | 1.27% |
| 1996-05-13 | $0.2250 | 1.25% |
| 1996-08-13 | $0.2250 | 1.32% |
| 1996-11-13 | $0.2250 | 1.37% |
| 1997-02-12 | $0.2325 | 1.43% |
| 1997-05-13 | $0.2325 | 1.46% |
| 1997-08-13 | $0.2325 | 1.44% |
| 1997-11-14 | $0.2325 | 1.36% |
| 1998-02-11 | $0.2400 | 1.28% |
| 1998-05-13 | $0.2400 | 1.34% |
| 1998-08-12 | $0.2400 | 1.33% |
| 1998-11-10 | $0.2400 | 1.22% |
| 1999-02-10 | $0.2475 | 1.25% |
| 1999-05-12 | $0.2475 | 1.28% |
| 1999-08-11 | $0.2475 | 1.20% |
| 1999-11-10 | $0.2475 | 1.20% |
| 2000-02-11 | $0.2550 | 1.28% |
| 2000-05-11 | $0.2550 | 1.17% |
| 2000-08-11 | $0.2550 | 1.22% |
| 2000-11-13 | $0.2550 | 1.09% |
| 2001-02-13 | $0.2600 | 1.00% |
| 2001-05-11 | $0.2600 | 0.96% |
| 2001-08-13 | $0.2600 | 0.90% |
| 2001-11-13 | $0.2600 | 0.90% |
| 2002-02-13 | $0.2650 | 0.91% |
| 2002-05-13 | $0.2650 | 0.89% |
| 2002-08-13 | $0.2650 | 0.92% |
| 2002-11-13 | $0.2650 | 0.95% |
| 2003-02-12 | $0.2700 | 1.10% |
| 2003-05-13 | $0.2700 | 0.99% |
| 2003-08-13 | $0.2700 | 1.02% |
| 2003-11-12 | $0.2700 | 1.01% |
| 2004-02-11 | $0.2750 | 1.02% |
| 2004-05-12 | $0.2750 | 1.09% |
| 2004-08-11 | $0.2750 | 1.11% |
| 2004-11-10 | $0.2750 | 1.04% |
| 2005-02-11 | $0.2800 | 1.12% |
| 2005-05-11 | $0.2800 | 1.14% |
| 2005-08-11 | $0.2800 | 1.00% |
| 2005-11-10 | $0.2800 | 0.91% |
| 2006-02-13 | $0.2880 | 0.97% |
| 2006-05-11 | $0.2880 | 0.97% |
| 2006-08-11 | $0.2880 | 1.01% |
| 2006-11-13 | $0.2880 | 0.96% |
| 2007-02-13 | $0.2930 | 0.89% |
| 2007-05-11 | $0.2930 | 0.87% |
| 2007-08-13 | $0.2930 | 0.80% |
| 2007-11-13 | $0.2930 | 0.85% |
| 2008-02-13 | $0.2980 | 0.87% |
| 2008-05-13 | $0.2980 | 0.82% |
| 2008-08-13 | $0.2980 | 0.73% |
| 2008-11-12 | $0.2980 | 1.47% |
| 2009-02-11 | $0.2980 | 1.45% |
| 2009-05-13 | $0.2980 | 1.47% |
| 2009-08-12 | $0.2980 | 1.22% |
| 2009-11-10 | $0.2980 | 1.25% |
| 2010-02-10 | $0.2980 | 1.47% |
| 2010-05-12 | $0.2980 | 1.39% |
| 2010-08-11 | $0.2980 | 1.48% |
| 2010-11-10 | $0.2980 | 1.41% |
| 2011-02-11 | $0.2980 | 1.28% |
| 2011-05-11 | $0.2980 | 1.31% |
| 2011-08-11 | $0.2980 | 1.49% |
| 2011-11-10 | $0.2980 | 1.45% |
| 2012-02-13 | $0.2980 | 1.34% |
| 2012-05-11 | $0.2980 | 1.36% |
| 2012-08-13 | $0.2980 | 1.26% |
| 2012-11-13 | $0.2980 | 1.25% |
| 2013-02-13 | $0.2970 | 1.08% |
| 2013-05-13 | $0.2970 | 0.99% |
| 2013-08-13 | $0.2970 | 1.02% |
| 2013-11-13 | $0.2970 | 0.99% |
| 2014-02-12 | $0.3030 | 1.01% |
| 2014-05-13 | $0.3030 | 1.05% |
| 2014-08-13 | $0.3030 | 1.07% |
| 2014-11-12 | $0.3030 | 0.97% |
| 2015-02-11 | $0.3070 | 0.98% |
| 2015-05-13 | $0.3080 | 1.12% |
| 2015-08-12 | $0.3080 | 1.09% |
| 2015-11-10 | $0.3080 | 1.17% |
| 2016-02-10 | $0.3130 | 1.12% |
| 2016-05-11 | $0.3130 | 1.03% |
| 2016-08-11 | $0.3130 | 0.90% |
| 2016-11-10 | $0.3130 | 0.87% |
| 2017-02-13 | $0.3200 | 0.83% |
| 2017-05-11 | $0.3200 | 0.85% |
| 2017-08-11 | $0.3200 | 0.77% |
| 2017-11-14 | $0.3200 | 0.70% |
| 2018-02-14 | $0.3350 | 0.80% |
| 2018-05-14 | $0.3350 | 0.76% |
| 2018-08-14 | $0.3350 | 0.69% |
| 2018-11-14 | $0.3350 | 0.70% |
| 2019-02-14 | $0.3500 | 0.71% |
| 2019-05-14 | $0.3500 | 0.69% |
| 2019-08-14 | $0.3500 | 0.68% |
| 2019-11-14 | $0.3500 | 0.70% |
| 2020-02-13 | $0.3700 | 0.68% |
| 2020-05-14 | $0.3700 | 0.94% |
| 2020-08-13 | $0.3700 | 0.89% |
| 2020-11-12 | $0.3700 | 0.86% |
| 2021-02-11 | $0.3900 | 0.92% |
| 2021-05-13 | $0.3900 | 0.83% |
| 2021-08-12 | $0.3900 | 0.73% |
| 2021-11-12 | $0.3900 | 0.59% |
| 2022-02-14 | $0.4130 | 0.68% |
| 2022-05-12 | $0.4130 | 0.66% |
| 2022-08-12 | $0.4130 | 0.52% |
| 2022-11-14 | $0.4130 | 0.75% |
| 2023-02-13 | $0.4380 | 0.68% |
| 2023-05-12 | $0.4380 | 0.56% |
| 2023-08-14 | $0.4380 | 0.48% |
| 2023-11-14 | $0.4380 | 0.57% |
| 2024-02-14 | $0.4680 | 0.52% |
| 2024-05-14 | $0.4680 | 0.51% |
| 2024-08-15 | $0.4680 | 0.53% |
| 2024-11-15 | $0.4680 | 0.59% |
| 2025-02-14 | $0.5250 | 0.65% |
| 2025-05-15 | $0.5250 | 0.68% |
| 2025-08-15 | $0.5250 | 0.64% |
| 2025-11-14 | $0.5250 | 0.62% |
| 2026-02-13 | $0.5780 | 0.66% |
| Total | 155 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 |
|---|---|---|---|---|
| 2021-05-13 | $83.76 | $16.75 | $0.13 | 1.3863 |
| 2021-08-12 | $84.30 | $16.86 | $0.13 | 1.2572 |
| 2021-11-12 | $84.79 | $16.96 | $0.14 | 1.0162 |
| 2022-02-14 | $90.21 | $18.04 | $0.14 | 1.1864 |
| 2022-05-12 | $90.70 | $18.14 | $0.15 | 1.1758 |
| 2022-08-12 | $91.19 | $18.24 | $0.15 | 0.8941 |
| 2022-11-14 | $91.56 | $18.31 | $0.15 | 1.3335 |
| 2023-02-13 | $97.69 | $19.54 | $0.16 | 1.2160 |
| 2023-05-12 | $98.22 | $19.64 | $0.16 | 1.0105 |
| 2023-08-14 | $98.66 | $19.73 | $0.16 | 0.8683 |
| 2023-11-14 | $99.04 | $19.81 | $0.16 | 0.9936 |
| 2024-02-14 | $106.29 | $21.26 | $0.17 | 0.9693 |
| 2024-05-14 | $106.74 | $21.35 | $0.17 | 0.9267 |
| 2024-08-15 | $107.18 | $21.44 | $0.17 | 0.9673 |
| 2024-11-15 | $107.63 | $21.53 | $0.17 | 1.0691 |
| 2025-02-14 | $121.30 | $24.26 | $0.19 | 1.2579 |
| 2025-05-15 | $121.96 | $24.39 | $0.20 | 1.2384 |
| 2025-08-15 | $122.61 | $24.52 | $0.20 | 1.1899 |
| 2025-11-14 | $123.23 | $24.65 | $0.20 | 1.1860 |
| 2026-02-13 | $136.36 | $27.27 | $0.22 | 1.2349 |
| Total | $2063.44 | $412.69 | $3.30 | 22.3774 |
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.