Perella Weinberg Partners (PWP) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$13,445
Total Return
34.45%
CAGR
6.10%
Dividends
$1,195.85
Yield on Cost
11.96%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.55% |
| Median | +0.75% |
| Best | +43.11% |
| Worst | -32.80% |
| % of Windows Positive | 52.1% |
1-Year (252 Trading Days)
| Average | +26.39% |
| Median | +20.58% |
| Best | +149.99% |
| Worst | -56.04% |
| % of Windows Positive | 68.3% |
3-Year (756 Trading Days)
| Average | +124.22% |
| Median | +114.40% |
| Best | +268.32% |
| Worst | +18.82% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -60.60% |
| Average Drawdown | -22.53% |
| Drawdown Duration | 625 Trading Days |
| Sortino Ratio | 0.52 |
| Calmar Ratio | 0.10 |
| CVaR (5%) | -5.54% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -11.96% (-26.07% ann.) | $1195.64 | $81.03 | $16.20 | $0.12 |
| 2025 | -26.63% | $2663.28 | $117.90 | $23.58 | $0.18 |
| 2024 | +97.48% | +$9747.52 | $230.26 | $46.05 | $0.36 |
| 2023 | +27.66% | +$2766.40 | $288.28 | $57.66 | $0.46 |
| 2022 | -21.70% | $2169.99 | $219.94 | $43.98 | $0.36 |
| 2021 | +14.78% | +$1477.84 | $124.13 | $24.82 | $0.19 |
| 2020 partial | +15.54% (+316.24% ann.) | +$1554.19 | $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 | November 24, 2020 – November 29, 2021 | +22.35% | +22.04% | +$2235.28 | $71.57 | $14.31 | $0.11 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -29.39% | -30.89% | $2938.91 | $236.84 | $47.36 | $0.38 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +118.65% | +52.51% | +$11865.44 | $636.62 | $127.32 | $1.02 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -17.78% | -10.84% | $1777.61 | $263.05 | $52.60 | $0.41 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2021-09-02 | $0.0700 | 0.48% |
| 2021-12-02 | $0.0700 | 0.59% |
| 2022-03-02 | $0.0700 | 0.65% |
| 2022-05-18 | $0.0700 | 0.98% |
| 2022-09-01 | $0.0700 | 0.97% |
| 2022-11-23 | $0.0700 | 0.72% |
| 2023-02-27 | $0.0700 | 0.69% |
| 2023-05-25 | $0.0700 | 0.86% |
| 2023-08-31 | $0.0700 | 0.66% |
| 2023-11-22 | $0.0700 | 0.62% |
| 2024-02-27 | $0.0700 | 0.54% |
| 2024-05-24 | $0.0700 | 0.45% |
| 2024-09-05 | $0.0700 | 0.38% |
| 2024-12-04 | $0.0700 | 0.27% |
| 2025-02-18 | $0.0700 | 0.29% |
| 2025-05-14 | $0.0700 | 0.36% |
| 2025-08-29 | $0.0700 | 0.31% |
| 2025-11-17 | $0.0700 | 0.37% |
| 2026-02-17 | $0.0700 | 0.33% |
| 2026-06-01 | $0.0700 | 0.41% |
| 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 |
|---|---|---|---|---|
| 2021-09-02 | $56.91 | $11.38 | $0.09 | 3.1445 |
| 2021-12-02 | $57.13 | $11.43 | $0.09 | 3.8074 |
| 2022-03-02 | $57.40 | $11.48 | $0.10 | 4.3151 |
| 2022-05-18 | $57.70 | $11.54 | $0.10 | 6.8963 |
| 2022-09-01 | $58.18 | $11.63 | $0.10 | 6.5611 |
| 2022-11-23 | $58.64 | $11.73 | $0.10 | 4.7677 |
| 2023-02-27 | $58.97 | $11.79 | $0.10 | 4.6481 |
| 2023-05-25 | $59.30 | $11.86 | $0.10 | 5.9479 |
| 2023-08-31 | $59.71 | $11.94 | $0.10 | 4.5278 |
| 2023-11-22 | $60.03 | $12.01 | $0.10 | 4.2379 |
| 2024-02-27 | $60.33 | $12.07 | $0.10 | 3.6938 |
| 2024-05-24 | $60.59 | $12.12 | $0.10 | 3.0367 |
| 2024-09-05 | $60.80 | $12.16 | $0.10 | 2.6001 |
| 2024-12-04 | $60.99 | $12.20 | $0.10 | 1.9207 |
| 2025-02-18 | $61.12 | $12.22 | $0.10 | 2.0383 |
| 2025-05-14 | $61.26 | $12.25 | $0.10 | 2.5408 |
| 2025-08-29 | $61.44 | $12.28 | $0.10 | 2.2166 |
| 2025-11-17 | $61.59 | $12.32 | $0.10 | 2.8311 |
| 2026-02-17 | $61.79 | $12.36 | $0.10 | 2.3730 |
| 2026-06-01 | $61.96 | $12.39 | $0.10 | 2.9639 |
| Total | $1195.85 | $239.15 | $1.89 | 75.0688 |
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.