Pentair plc (PNR) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$15,364
Total Return
53.64%
CAGR
8.97%
Dividends
$744.86
Yield on Cost
7.45%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.88% |
| Median | +0.12% |
| Best | +33.70% |
| Worst | -16.72% |
| % of Windows Positive | 50.8% |
1-Year (252 Trading Days)
| Average | +16.57% |
| Median | +20.34% |
| Best | +77.37% |
| Worst | -46.79% |
| % of Windows Positive | 72.0% |
3-Year (756 Trading Days)
| Average | +79.44% |
| Median | +67.10% |
| Best | +188.16% |
| Worst | +8.65% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -50.65% |
| Average Drawdown | -15.83% |
| Drawdown Duration | 639 Trading Days |
| Sortino Ratio | 0.66 |
| Calmar Ratio | 0.18 |
| CVaR (5%) | -3.83% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -12.63% (-37.75% ann.) | $1262.53 | $25.93 | $5.19 | $0.04 |
| 2025 | +4.32% | +$432.08 | $99.68 | $19.94 | $0.16 |
| 2024 | +39.68% | +$3967.97 | $127.00 | $25.40 | $0.20 |
| 2023 | +63.66% | +$6366.46 | $196.63 | $39.33 | $0.31 |
| 2022 | -37.57% | $3756.76 | $115.53 | $23.11 | $0.18 |
| 2021 | +38.90% | +$3890.25 | $151.28 | $30.26 | $0.24 |
| 2020 | +17.45% | +$1745.42 | $166.65 | $33.33 | $0.27 |
| 2019 | +23.23% | +$2323.39 | $191.63 | $38.33 | $0.31 |
| 2018 | -19.17% | $1917.30 | $173.80 | $34.76 | $0.28 |
| 2017 | +28.10% | +$2810.07 | $247.75 | $49.55 | $0.40 |
| 2016 | +15.42% | +$1542.39 | $272.68 | $54.54 | $0.44 |
| 2015 | -24.13% | $2413.05 | $193.93 | $38.79 | $0.31 |
| 2014 | -13.43% | $1343.00 | $142.24 | $28.45 | $0.23 |
| 2013 | +60.13% | +$6013.00 | $196.35 | $39.27 | $0.31 |
| 2012 | +50.20% | +$5020.26 | $266.09 | $53.22 | $0.43 |
| 2011 | -7.26% | $726.48 | $220.51 | $44.10 | $0.35 |
| 2010 | +15.10% | +$1510.14 | $236.92 | $47.38 | $0.38 |
| 2009 | +39.39% | +$3938.70 | $306.74 | $61.35 | $0.49 |
| 2008 | -30.80% | $3080.15 | $196.61 | $39.32 | $0.32 |
| 2007 | +12.47% | +$1246.50 | $192.17 | $38.43 | $0.31 |
| 2006 | -7.81% | $780.69 | $162.98 | $32.60 | $0.26 |
| 2005 | -19.89% | $1989.14 | $119.82 | $23.96 | $0.19 |
| 2004 | +92.87% | +$9287.13 | $189.12 | $37.82 | $0.30 |
| 2003 | +34.60% | +$3459.77 | $238.96 | $47.79 | $0.38 |
| 2002 | -3.86% | $386.31 | $203.87 | $40.77 | $0.33 |
| 2001 | +53.70% | +$5370.20 | $291.52 | $58.30 | $0.47 |
| 2000 | -36.12% | $3611.53 | $169.82 | $33.96 | $0.27 |
| 1999 | -2.08% | $207.96 | $161.49 | $32.30 | $0.26 |
| 1998 | +12.17% | +$1216.85 | $167.75 | $33.55 | $0.27 |
| 1997 | +12.88% | +$1288.13 | $168.31 | $33.66 | $0.27 |
| 1996 | +31.61% | +$3160.65 | $202.13 | $40.43 | $0.32 |
| 1995 | +18.01% | +$1801.32 | $188.16 | $37.63 | $0.30 |
| 1994 | +31.50% | +$3150.40 | $219.49 | $43.90 | $0.35 |
| 1993 | +27.35% | +$2735.34 | $259.86 | $51.98 | $0.42 |
| 1992 | +0.04% | +$3.76 | $245.18 | $49.04 | $0.39 |
| 1991 | +66.28% | +$6628.30 | $375.19 | $75.04 | $0.60 |
| 1990 | -8.67% | $866.73 | $160.59 | $32.12 | $0.26 |
| 1989 | -12.00% | $1200.00 | $0.00 | $0.00 | $0.00 |
| 1988 | +50.60% | +$5060.24 | $0.00 | $0.00 | $0.00 |
| 1987 | -19.02% | $1902.44 | $0.00 | $0.00 | $0.00 |
| 1986 | -22.35% | $2234.85 | $0.00 | $0.00 | $0.00 |
| 1985 | +6.88% | +$688.26 | $0.00 | $0.00 | $0.00 |
| 1984 | +0.00% | +$0.00 | $0.00 | $0.00 | $0.00 |
| 1983 | +65.77% | +$6577.19 | $0.00 | $0.00 | $0.00 |
| 1982 | -1.97% | $197.37 | $0.00 | $0.00 | $0.00 |
| 1981 | +4.11% | +$410.96 | $0.00 | $0.00 | $0.00 |
| 1980 | +8.96% | +$895.52 | $0.00 | $0.00 | $0.00 |
| 1979 | +0.00% | +$0.00 | $0.00 | $0.00 | $0.00 |
| 1978 | +22.94% | +$2293.58 | $0.00 | $0.00 | $0.00 |
| 1977 | +29.76% | +$2976.20 | $0.00 | $0.00 | $0.00 |
| 1976 | +170.97% | +$17096.77 | $0.00 | $0.00 | $0.00 |
| 1975 | -27.91% | $2790.70 | $0.00 | $0.00 | $0.00 |
| 1974 | -31.75% | $3174.61 | $0.00 | $0.00 | $0.00 |
| 1973 partial | -14.86% (-21.56% ann.) | $1486.48 | $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 | +68.94% | +12.11% | +$6893.91 | $1120.81 | $224.17 | $1.79 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | -2.92% | -1.15% | $292.05 | $493.17 | $98.64 | $0.79 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +113.89% | +16.43% | +$11388.66 | $1491.62 | $298.32 | $2.39 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -46.44% | -35.72% | $4644.09 | $302.38 | $60.48 | $0.48 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +139.12% | +29.47% | +$13911.59 | $1547.18 | $309.44 | $2.48 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +69.87% | +7.25% | +$6987.02 | $2181.00 | $436.20 | $3.49 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -48.71% | -99.95% | $4870.93 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +102.79% | +211.93% | +$10279.28 | $211.99 | $42.40 | $0.34 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +46.79% | +43.93% | +$4679.19 | $152.02 | $30.40 | $0.24 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -44.17% | -46.14% | $4416.56 | $114.49 | $22.90 | $0.18 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +112.36% | +50.13% | +$11235.75 | $351.40 | $70.28 | $0.56 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | -1.69% | -1.08% | $168.66 | $161.29 | $32.26 | $0.26 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1990-07-23 | $0.0246 | 0.91% |
| 1990-10-22 | $0.0246 | 0.96% |
| 1991-01-18 | $0.0257 | 0.88% |
| 1991-04-22 | $0.0257 | 0.65% |
| 1991-07-22 | $0.0257 | 0.63% |
| 1991-10-21 | $0.0257 | 0.59% |
| 1992-01-17 | $0.0274 | 0.56% |
| 1992-04-20 | $0.0274 | 0.56% |
| 1992-07-20 | $0.0274 | 0.66% |
| 1992-10-19 | $0.0274 | 0.64% |
| 1993-01-25 | $0.0285 | 0.58% |
| 1993-04-19 | $0.0285 | 0.48% |
| 1993-07-19 | $0.0285 | 0.44% |
| 1993-10-18 | $0.0285 | 0.51% |
| 1994-01-25 | $0.0302 | 0.50% |
| 1994-04-18 | $0.0302 | 0.52% |
| 1994-07-18 | $0.0302 | 0.46% |
| 1994-10-17 | $0.0302 | 0.41% |
| 1995-01-24 | $0.0336 | 0.47% |
| 1995-04-25 | $0.0336 | 0.44% |
| 1995-07-27 | $0.0336 | 0.44% |
| 1995-10-26 | $0.0336 | 0.41% |
| 1996-01-31 | $0.0420 | 0.50% |
| 1996-05-01 | $0.0420 | 0.46% |
| 1996-07-31 | $0.0420 | 0.48% |
| 1996-10-30 | $0.0420 | 0.48% |
| 1997-01-29 | $0.0453 | 0.45% |
| 1997-04-30 | $0.0453 | 0.45% |
| 1997-07-30 | $0.0453 | 0.38% |
| 1997-10-29 | $0.0453 | 0.35% |
| 1998-01-28 | $0.0504 | 0.43% |
| 1998-04-29 | $0.0504 | 0.37% |
| 1998-07-29 | $0.0504 | 0.38% |
| 1998-10-28 | $0.0504 | 0.40% |
| 1999-01-27 | $0.0537 | 0.41% |
| 1999-04-28 | $0.0537 | 0.36% |
| 1999-07-28 | $0.0537 | 0.35% |
| 1999-10-27 | $0.0537 | 0.44% |
| 2000-01-26 | $0.0537 | 0.50% |
| 2000-04-26 | $0.0537 | 0.42% |
| 2000-07-26 | $0.0537 | 0.52% |
| 2000-10-25 | $0.0571 | 0.65% |
| 2001-01-24 | $0.0571 | 0.67% |
| 2001-04-25 | $0.0571 | 0.59% |
| 2001-07-25 | $0.0604 | 0.52% |
| 2001-10-24 | $0.0604 | 0.55% |
| 2002-01-23 | $0.0604 | 0.56% |
| 2002-04-24 | $0.0604 | 0.38% |
| 2002-07-24 | $0.0638 | 0.50% |
| 2002-10-23 | $0.0638 | 0.57% |
| 2003-01-22 | $0.0638 | 0.56% |
| 2003-04-23 | $0.0705 | 0.56% |
| 2003-07-23 | $0.0705 | 0.53% |
| 2003-10-22 | $0.0705 | 0.55% |
| 2004-01-28 | $0.0705 | 0.45% |
| 2004-04-28 | $0.0705 | 0.34% |
| 2004-07-28 | $0.0739 | 0.35% |
| 2004-10-27 | $0.0739 | 0.32% |
| 2005-01-26 | $0.0873 | 0.30% |
| 2005-04-27 | $0.0873 | 0.32% |
| 2005-07-27 | $0.0873 | 0.32% |
| 2005-10-26 | $0.0873 | 0.42% |
| 2006-01-25 | $0.0940 | 0.38% |
| 2006-04-26 | $0.0940 | 0.34% |
| 2006-07-26 | $0.0940 | 0.49% |
| 2006-10-25 | $0.0940 | 0.47% |
| 2007-01-24 | $0.1007 | 0.49% |
| 2007-04-25 | $0.1007 | 0.46% |
| 2007-07-25 | $0.1007 | 0.40% |
| 2007-10-24 | $0.1007 | 0.43% |
| 2008-01-23 | $0.1142 | 0.61% |
| 2008-04-23 | $0.1142 | 0.46% |
| 2008-07-23 | $0.1142 | 0.49% |
| 2008-10-22 | $0.1142 | 0.58% |
| 2009-01-28 | $0.1209 | 0.74% |
| 2009-04-29 | $0.1209 | 0.69% |
| 2009-07-29 | $0.1209 | 0.65% |
| 2009-10-28 | $0.1209 | 0.57% |
| 2010-01-27 | $0.1276 | 0.61% |
| 2010-04-28 | $0.1276 | 0.52% |
| 2010-07-28 | $0.1276 | 0.55% |
| 2010-10-27 | $0.1276 | 0.57% |
| 2011-01-26 | $0.1343 | 0.55% |
| 2011-04-27 | $0.1343 | 0.50% |
| 2011-07-27 | $0.1343 | 0.51% |
| 2011-10-26 | $0.1343 | 0.55% |
| 2012-01-25 | $0.1477 | 0.60% |
| 2012-04-25 | $0.1477 | 0.50% |
| 2012-07-25 | $0.1477 | 0.53% |
| 2012-10-24 | $0.1477 | 0.54% |
| 2013-01-23 | $0.1545 | 0.43% |
| 2013-04-24 | $0.1545 | 0.43% |
| 2013-07-24 | $0.1679 | 0.42% |
| 2013-10-23 | $0.1679 | 0.39% |
| 2014-01-22 | $0.1679 | 0.32% |
| 2014-04-23 | $0.1679 | 0.33% |
| 2014-07-23 | $0.2015 | 0.41% |
| 2014-10-22 | $0.2015 | 0.46% |
| 2015-01-28 | $0.2149 | 0.51% |
| 2015-04-22 | $0.2149 | 0.52% |
| 2015-07-22 | $0.2149 | 0.52% |
| 2015-10-21 | $0.2149 | 0.59% |
| 2016-01-27 | $0.2216 | 0.73% |
| 2016-04-20 | $0.2216 | 0.59% |
| 2016-07-20 | $0.2283 | 0.54% |
| 2016-10-19 | $0.2283 | 0.57% |
| 2017-01-25 | $0.2317 | 0.57% |
| 2017-04-19 | $0.2317 | 0.55% |
| 2017-07-19 | $0.2317 | 0.52% |
| 2017-10-19 | $0.2317 | 0.49% |
| 2018-01-25 | $0.2351 | 0.48% |
| 2018-04-12 | $0.2351 | 0.50% |
| 2018-07-19 | $0.1750 | 0.40% |
| 2018-10-18 | $0.1750 | 0.45% |
| 2019-01-24 | $0.1800 | 0.45% |
| 2019-04-17 | $0.1800 | 0.44% |
| 2019-07-18 | $0.1800 | 0.48% |
| 2019-10-17 | $0.1800 | 0.48% |
| 2020-01-23 | $0.1900 | 0.41% |
| 2020-04-16 | $0.1900 | 0.61% |
| 2020-07-23 | $0.1900 | 0.44% |
| 2020-10-22 | $0.1900 | 0.37% |
| 2021-01-21 | $0.2000 | 0.34% |
| 2021-04-22 | $0.2000 | 0.31% |
| 2021-07-22 | $0.2000 | 0.29% |
| 2021-10-21 | $0.2000 | 0.27% |
| 2022-01-20 | $0.2100 | 0.32% |
| 2022-04-21 | $0.2100 | 0.39% |
| 2022-07-21 | $0.2100 | 0.43% |
| 2022-10-20 | $0.2100 | 0.52% |
| 2023-01-19 | $0.2200 | 0.44% |
| 2023-04-20 | $0.2200 | 0.42% |
| 2023-07-20 | $0.2200 | 0.33% |
| 2023-10-19 | $0.2200 | 0.35% |
| 2024-01-18 | $0.2300 | 0.33% |
| 2024-04-18 | $0.2300 | 0.29% |
| 2024-07-19 | $0.2300 | 0.29% |
| 2024-10-18 | $0.2300 | 0.23% |
| 2025-01-24 | $0.2500 | 0.24% |
| 2025-04-17 | $0.2500 | 0.31% |
| 2025-07-18 | $0.2500 | 0.23% |
| 2025-10-24 | $0.2500 | 0.23% |
| 2026-01-23 | $0.2700 | 0.25% |
| Total | 143 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 |
|---|---|---|---|---|
| 2021-04-22 | $32.12 | $6.42 | $0.05 | 0.3994 |
| 2021-07-22 | $32.20 | $6.44 | $0.05 | 0.3770 |
| 2021-10-21 | $32.27 | $6.45 | $0.05 | 0.3423 |
| 2022-01-20 | $33.96 | $6.79 | $0.05 | 0.4206 |
| 2022-04-21 | $34.05 | $6.81 | $0.05 | 0.5091 |
| 2022-07-21 | $34.15 | $6.83 | $0.05 | 0.5775 |
| 2022-10-20 | $34.28 | $6.86 | $0.05 | 0.7015 |
| 2023-01-19 | $36.06 | $7.21 | $0.06 | 0.5995 |
| 2023-04-20 | $36.19 | $7.24 | $0.06 | 0.5451 |
| 2023-07-20 | $36.31 | $7.26 | $0.06 | 0.4376 |
| 2023-10-19 | $36.41 | $7.28 | $0.06 | 0.4611 |
| 2024-01-18 | $38.17 | $7.63 | $0.06 | 0.4312 |
| 2024-04-18 | $38.27 | $7.65 | $0.06 | 0.3893 |
| 2024-07-19 | $38.36 | $7.67 | $0.06 | 0.3885 |
| 2024-10-18 | $38.45 | $7.69 | $0.06 | 0.3100 |
| 2025-01-24 | $41.87 | $8.37 | $0.07 | 0.3245 |
| 2025-04-17 | $41.95 | $8.39 | $0.07 | 0.4168 |
| 2025-07-18 | $42.06 | $8.41 | $0.07 | 0.3166 |
| 2025-10-24 | $42.13 | $8.43 | $0.07 | 0.3066 |
| 2026-01-23 | $45.59 | $9.12 | $0.07 | 0.3384 |
| Total | $744.86 | $148.97 | $1.19 | 8.5926 |
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.