Parker-Hannifin Corporation (PH) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$32,668
Total Return
226.68%
CAGR
26.72%
Dividends
$943.82
Yield on Cost
9.44%

Rolling Returns

1-Month (21 Trading Days)
Average+2.20%
Median+1.99%
Best+25.89%
Worst-18.02%
% of Windows Positive59.4%
1-Year (252 Trading Days)
Average+31.10%
Median+34.44%
Best+88.67%
Worst-19.90%
% of Windows Positive81.5%
3-Year (756 Trading Days)
Average+145.39%
Median+134.23%
Best+228.05%
Worst+69.85%
% of Windows Positive100.0%

Risk Metrics

Maximum Drawdown -28.75%
Average Drawdown -6.77%
Drawdown Duration 306 Trading Days
Sortino Ratio 1.48
Calmar Ratio 0.93
CVaR (5%) -3.93%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +12.23% (+49.96% ann.) +$1222.92 $20.48 $4.10 $0.03
2025 +39.27% +$3926.76 $110.87 $22.17 $0.18
2024 +39.26% +$3926.20 $138.75 $27.75 $0.22
2023 +60.29% +$6028.97 $199.26 $39.85 $0.32
2022 -7.23% $722.63 $158.64 $31.73 $0.25
2021 +18.00% +$1799.58 $146.33 $29.27 $0.23
2020 +34.24% +$3424.10 $171.98 $34.40 $0.28
2019 +40.20% +$4019.89 $229.38 $45.88 $0.37
2018 -24.26% $2425.77 $148.05 $29.61 $0.24
2017 +44.44% +$4443.92 $189.55 $37.91 $0.30
2016 +46.90% +$4690.15 $261.67 $52.33 $0.42
2015 -23.43% $2342.95 $196.68 $39.34 $0.31
2014 +1.62% +$161.93 $161.76 $32.35 $0.26
2013 +53.38% +$5337.99 $210.44 $42.09 $0.34
2012 +13.31% +$1330.50 $213.66 $42.73 $0.34
2011 -10.39% $1039.26 $166.54 $33.31 $0.27
2010 +62.25% +$6225.12 $199.64 $39.93 $0.32
2009 +28.86% +$2885.90 $236.75 $47.35 $0.38
2008 -42.76% $4275.62 $122.64 $24.53 $0.20
2007 +48.29% +$4829.16 $150.15 $30.03 $0.24
2006 +17.70% +$1770.49 $149.13 $29.83 $0.24
2005 -11.98% $1197.55 $114.01 $22.80 $0.18
2004 +28.61% +$2860.69 $128.25 $25.65 $0.21
2003 +30.73% +$3073.28 $165.65 $33.13 $0.27
2002 +1.76% +$175.95 $157.55 $31.51 $0.25
2001 +5.42% +$542.05 $163.97 $32.79 $0.26
2000 -12.85% $1284.63 $133.16 $26.63 $0.21
1999 +58.66% +$5866.10 $208.67 $41.73 $0.34
1998 -27.70% $2770.44 $131.35 $26.27 $0.21
1997 +79.76% +$7975.65 $220.49 $44.10 $0.35
1996 +14.84% +$1483.68 $211.43 $42.29 $0.34
1995 +14.72% +$1472.40 $234.40 $46.88 $0.38
1994 +22.88% +$2288.10 $266.94 $53.39 $0.43
1993 +30.34% +$3034.40 $326.92 $65.38 $0.52
1992 -0.82% $82.13 $312.94 $62.59 $0.50
1991 +31.75% +$3174.82 $389.34 $77.87 $0.63
1990 -2.69% $269.11 $368.06 $73.61 $0.58
1989 -8.04% $803.96 $301.30 $60.26 $0.48
1988 -21.40% $2139.62 $174.09 $34.81 $0.28
1987 +43.92% +$4392.23 $312.81 $62.56 $0.50
1986 +2.76% +$275.52 $309.26 $61.86 $0.50
1985 +23.87% +$2387.44 $178.37 $35.67 $0.29
1984 -11.58% $1157.90 $0.00 $0.00 $0.00
1983 +66.67% +$6666.67 $0.00 $0.00 $0.00
1982 -6.56% $655.74 $0.00 $0.00 $0.00
1981 -29.62% $2961.53 $0.00 $0.00 $0.00
1980 partial +22.64% (+29.43% ann.) +$2264.15 $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 +47.36% +8.82% +$4735.77 $1102.91 $220.58 $1.77
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 +2.29% +0.88% +$229.00 $513.38 $102.68 $0.82
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +232.70% +27.20% +$23269.59 $1264.40 $252.88 $2.02
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -62.17% -49.74% $6216.84 $184.83 $36.97 $0.30
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +167.76% +33.88% +$16776.48 $1384.34 $276.87 $2.21
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +203.53% +15.80% +$20353.44 $2662.72 $532.54 $4.26
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -54.68% -99.99% $5468.23 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +107.86% +224.57% +$10786.27 $229.46 $45.89 $0.37
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +23.56% +22.23% +$2356.46 $157.68 $31.54 $0.25
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -3.23% -3.42% $322.67 $122.58 $24.52 $0.20
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +103.38% +46.67% +$10338.45 $393.46 $78.69 $0.63
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +63.53% +36.82% +$6353.35 $172.61 $34.52 $0.28

Dividend History

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

Date Per Share Yield %
1985-08-14 $0.0553 0.83%
1985-11-14 $0.0553 0.84%
1986-02-11 $0.0553 0.71%
1986-05-07 $0.0593 0.75%
1986-08-13 $0.0593 0.82%
1986-11-12 $0.0593 0.75%
1987-02-11 $0.0593 0.58%
1987-05-13 $0.0593 0.58%
1987-08-12 $0.0593 0.49%
1987-11-12 $0.0593 0.71%
1988-05-11 $0.0622 0.59%
1988-08-10 $0.0622 0.68%
1988-11-09 $0.0622 0.76%
1989-02-13 $0.0622 0.70%
1989-05-11 $0.0622 0.78%
1989-08-10 $0.0622 0.67%
1989-11-08 $0.0622 0.85%
1990-02-14 $0.0681 0.85%
1990-05-10 $0.0681 0.77%
1990-08-16 $0.0681 0.93%
1990-11-15 $0.0681 1.01%
1991-02-13 $0.0681 0.85%
1991-05-16 $0.0681 0.86%
1991-08-16 $0.0681 0.87%
1991-11-14 $0.0681 0.76%
1992-02-12 $0.0681 0.70%
1992-05-14 $0.0711 0.70%
1992-08-13 $0.0711 0.85%
1992-11-12 $0.0711 0.85%
1993-02-11 $0.0711 0.72%
1993-05-14 $0.0711 0.77%
1993-08-13 $0.0711 0.71%
1993-11-18 $0.0711 0.65%
1994-02-15 $0.0741 0.69%
1994-05-13 $0.0741 0.59%
1994-08-17 $0.0741 0.60%
1994-11-14 $0.0741 0.55%
1995-02-17 $0.0741 0.52%
1995-05-12 $0.0800 0.50%
1995-08-22 $0.0800 0.46%
1995-11-20 $0.0800 0.53%
1996-02-20 $0.0800 0.51%
1996-05-21 $0.0800 0.43%
1996-08-20 $0.0800 0.48%
1996-11-19 $0.0800 0.45%
1997-02-18 $0.0889 0.45%
1997-05-20 $0.0889 0.39%
1997-08-19 $0.1000 0.36%
1997-11-18 $0.1000 0.32%
1998-02-17 $0.1000 0.33%
1998-05-19 $0.1000 0.34%
1998-08-18 $0.1000 0.48%
1998-11-17 $0.1000 0.43%
1999-02-22 $0.1133 0.47%
1999-05-18 $0.1133 0.37%
1999-08-20 $0.1133 0.39%
1999-11-19 $0.1133 0.35%
2000-02-22 $0.1133 0.41%
2000-05-16 $0.1133 0.37%
2000-08-16 $0.1133 0.45%
2000-11-14 $0.1133 0.46%
2001-02-13 $0.1200 0.42%
2001-05-15 $0.1200 0.38%
2001-08-21 $0.1200 0.39%
2001-11-19 $0.1200 0.45%
2002-02-12 $0.1200 0.38%
2002-05-21 $0.1200 0.36%
2002-08-20 $0.1200 0.43%
2002-11-18 $0.1200 0.40%
2003-02-18 $0.1267 0.47%
2003-05-20 $0.1267 0.48%
2003-08-19 $0.1267 0.39%
2003-11-18 $0.1267 0.36%
2004-02-17 $0.1267 0.33%
2004-05-18 $0.1267 0.36%
2004-08-18 $0.1267 0.34%
2004-11-16 $0.1267 0.26%
2005-02-15 $0.1333 0.30%
2005-05-17 $0.1333 0.34%
2005-08-18 $0.1533 0.35%
2005-11-15 $0.1533 0.35%
2006-02-14 $0.1533 0.30%
2006-05-16 $0.1533 0.28%
2006-08-24 $0.1733 0.35%
2006-11-14 $0.1733 0.31%
2007-02-13 $0.1733 0.31%
2007-05-15 $0.1733 0.27%
2007-08-23 $0.2100 0.30%
2007-11-13 $0.2100 0.26%
2008-02-19 $0.2100 0.32%
2008-05-13 $0.2100 0.25%
2008-08-21 $0.2500 0.40%
2008-11-18 $0.2500 0.72%
2009-02-17 $0.2500 0.61%
2009-05-19 $0.2500 0.55%
2009-08-20 $0.2500 0.52%
2009-11-17 $0.2500 0.44%
2010-02-16 $0.2500 0.45%
2010-05-18 $0.2600 0.39%
2010-08-19 $0.2700 0.41%
2010-11-08 $0.2900 0.36%
2011-02-08 $0.3200 0.35%
2011-05-06 $0.3700 0.42%
2011-08-25 $0.3700 0.55%
2011-11-08 $0.3700 0.45%
2012-02-08 $0.3900 0.44%
2012-05-08 $0.4100 0.48%
2012-08-24 $0.4100 0.50%
2012-11-07 $0.4100 0.51%
2013-02-06 $0.4300 0.46%
2013-05-08 $0.4500 0.48%
2013-08-23 $0.4500 0.43%
2013-11-06 $0.4500 0.39%
2014-02-06 $0.4800 0.43%
2014-05-07 $0.4800 0.39%
2014-08-26 $0.4800 0.41%
2014-11-06 $0.6300 0.49%
2015-02-06 $0.6300 0.52%
2015-05-06 $0.6300 0.52%
2015-08-26 $0.6300 0.63%
2015-11-06 $0.6300 0.59%
2016-02-08 $0.6300 0.62%
2016-05-06 $0.6300 0.56%
2016-08-25 $0.6300 0.51%
2016-11-08 $0.6300 0.50%
2017-02-08 $0.6600 0.45%
2017-05-08 $0.6600 0.41%
2017-08-24 $0.6600 0.42%
2017-11-09 $0.6600 0.36%
2018-02-08 $0.6600 0.36%
2018-05-09 $0.7600 0.44%
2018-08-27 $0.7600 0.44%
2018-11-08 $0.7600 0.44%
2019-02-07 $0.7600 0.46%
2019-05-09 $0.8800 0.51%
2019-08-27 $0.8800 0.55%
2019-11-07 $0.8800 0.44%
2020-02-06 $0.8800 0.42%
2020-05-07 $0.8800 0.57%
2020-08-27 $0.8800 0.42%
2020-11-05 $0.8800 0.40%
2021-02-09 $0.8800 0.32%
2021-05-06 $1.0300 0.33%
2021-08-26 $1.0300 0.34%
2021-11-10 $1.0300 0.31%
2022-02-10 $1.0300 0.33%
2022-05-12 $1.3300 0.50%
2022-08-26 $1.3300 0.45%
2022-11-10 $1.3300 0.46%
2023-02-09 $1.3300 0.38%
2023-05-11 $1.4800 0.45%
2023-08-25 $1.4800 0.37%
2023-11-10 $1.4800 0.36%
2024-02-08 $1.4800 0.29%
2024-05-09 $1.6300 0.29%
2024-08-28 $1.6300 0.28%
2024-11-08 $1.6300 0.24%
2025-02-07 $1.6300 0.24%
2025-05-09 $1.8000 0.28%
2025-09-02 $1.8000 0.24%
2025-11-07 $1.8000 0.22%
2026-02-06 $1.8000 0.19%
Total 162 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
2021-05-06 $32.42 $6.48 $0.05 0.0819
2021-08-26 $32.51 $6.50 $0.05 0.0854
2021-11-10 $32.60 $6.52 $0.05 0.0796
2022-02-10 $32.68 $6.54 $0.05 0.0857
2022-05-12 $42.31 $8.46 $0.07 0.1297
2022-08-26 $42.48 $8.50 $0.07 0.1228
2022-11-10 $42.65 $8.53 $0.07 0.1123
2023-02-09 $42.79 $8.56 $0.07 0.0972
2023-05-11 $47.77 $9.55 $0.08 0.1175
2023-08-25 $47.94 $9.59 $0.08 0.0949
2023-11-10 $48.08 $9.62 $0.08 0.0915
2024-02-08 $48.21 $9.64 $0.08 0.0747
2024-05-09 $53.22 $10.64 $0.09 0.0758
2024-08-28 $53.35 $10.67 $0.09 0.0724
2024-11-08 $53.46 $10.69 $0.09 0.0614
2025-02-07 $53.56 $10.71 $0.09 0.0625
2025-05-09 $59.26 $11.85 $0.09 0.0731
2025-09-02 $59.40 $11.88 $0.10 0.0632
2025-11-07 $59.51 $11.90 $0.10 0.0563
2026-02-06 $59.61 $11.92 $0.10 0.0487
Total $943.82 $188.76 $1.51 1.6866

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.

UTMD

CAGR 11.07% Total 1619.58% Final $171,958
1999-03-08 — 2026-04-14
DBI

CAGR -0.79% Total -15.12% Final $8,488
2005-06-29 — 2026-04-14
MSFT

CAGR 24.24% Total 599936.05% Final $60,003,605
1986-03-13 — 2026-04-14