Blue Owl Capital Inc. (OWL) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$9,098
Total Return
-9.02%
CAGR
-1.87%
Dividends
$2,662.73
Yield on Cost
26.63%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.48% |
| Median | +0.36% |
| Best | +58.06% |
| Worst | -32.51% |
| % of Windows Positive | 51.2% |
1-Year (252 Trading Days)
| Average | +11.77% |
| Median | +8.32% |
| Best | +104.93% |
| Worst | -58.17% |
| % of Windows Positive | 57.8% |
3-Year (756 Trading Days)
| Average | +56.24% |
| Median | +58.90% |
| Best | +138.32% |
| Worst | -21.15% |
| % of Windows Positive | 91.4% |
Risk Metrics
| Maximum Drawdown | -67.49% |
| Average Drawdown | -25.49% |
| Drawdown Duration | 340 Trading Days (Unrecovered) |
| Sortino Ratio | 0.25 |
| Calmar Ratio | -0.03 |
| CVaR (5%) | -6.27% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -32.82% (-61.08% ann.) | $3282.34 | $307.11 | $61.42 | $0.49 |
| 2025 | -33.42% | $3341.54 | $371.97 | $74.40 | $0.59 |
| 2024 | +60.59% | +$6059.07 | $461.50 | $92.30 | $0.74 |
| 2023 | +45.93% | +$4592.95 | $526.43 | $105.28 | $0.84 |
| 2022 | -26.82% | $2682.33 | $291.52 | $58.31 | $0.47 |
| 2021 | +31.96% | +$3195.65 | $114.44 | $22.88 | $0.18 |
| 2020 partial | +11.57% (+950.64% ann.) | +$1156.86 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Reopening reflation / fiscal boom / supply bottlenecks partial | December 14, 2020 – November 29, 2021 | +53.34% | +56.23% | +$5334.39 | $127.68 | $25.53 | $0.20 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -23.12% | -24.36% | $2311.67 | $206.16 | $41.23 | $0.33 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +52.12% | +25.40% | +$5212.32 | $944.98 | $188.99 | $1.51 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -42.38% | -27.62% | $4238.13 | $841.64 | $168.33 | $1.35 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2021-08-23 | $0.0400 | 0.32% |
| 2021-11-19 | $0.0900 | 0.56% |
| 2022-02-25 | $0.1000 | 0.83% |
| 2022-05-19 | $0.1000 | 0.89% |
| 2022-08-19 | $0.1100 | 0.88% |
| 2022-11-18 | $0.1200 | 1.00% |
| 2023-02-23 | $0.1300 | 1.02% |
| 2023-05-18 | $0.1400 | 1.38% |
| 2023-08-18 | $0.1400 | 1.28% |
| 2023-11-17 | $0.1400 | 1.03% |
| 2024-02-22 | $0.1400 | 0.79% |
| 2024-05-20 | $0.1800 | 0.95% |
| 2024-08-21 | $0.1800 | 1.02% |
| 2024-11-08 | $0.1800 | 0.79% |
| 2025-02-19 | $0.1800 | 0.75% |
| 2025-05-14 | $0.2250 | 1.13% |
| 2025-08-14 | $0.2250 | 1.12% |
| 2025-11-10 | $0.2250 | 1.46% |
| 2026-02-20 | $0.2250 | 1.94% |
| 2026-05-13 | $0.2300 | 2.30% |
| Total | 20 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 |
|---|---|---|---|---|
| 2021-08-23 | $31.60 | $6.32 | $0.05 | 1.9785 |
| 2021-11-19 | $71.27 | $14.25 | $0.11 | 3.6710 |
| 2022-02-25 | $79.55 | $15.91 | $0.13 | 5.1099 |
| 2022-05-19 | $80.06 | $16.01 | $0.13 | 5.6872 |
| 2022-08-19 | $88.70 | $17.74 | $0.15 | 5.9609 |
| 2022-11-18 | $97.47 | $19.50 | $0.15 | 6.5564 |
| 2023-02-23 | $106.45 | $21.29 | $0.17 | 6.7133 |
| 2023-05-18 | $115.58 | $23.12 | $0.19 | 9.2279 |
| 2023-08-18 | $116.87 | $23.37 | $0.19 | 8.3686 |
| 2023-11-17 | $118.04 | $23.61 | $0.19 | 6.9349 |
| 2024-02-22 | $119.02 | $23.80 | $0.19 | 5.2936 |
| 2024-05-20 | $153.97 | $30.79 | $0.25 | 6.5354 |
| 2024-08-21 | $155.14 | $31.03 | $0.25 | 7.1312 |
| 2024-11-08 | $156.43 | $31.28 | $0.25 | 5.4539 |
| 2025-02-19 | $157.42 | $31.49 | $0.25 | 5.2388 |
| 2025-05-14 | $197.94 | $39.59 | $0.31 | 7.9098 |
| 2025-08-14 | $199.72 | $39.95 | $0.32 | 8.1109 |
| 2025-11-10 | $201.55 | $40.31 | $0.32 | 10.7925 |
| 2026-02-20 | $203.98 | $40.79 | $0.33 | 15.0652 |
| 2026-05-13 | $211.98 | $42.40 | $0.34 | 17.3225 |
| Total | $2662.73 | $532.54 | $4.26 | 149.0624 |
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.