Rockwell Automation, Inc. (ROK) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$17,986
Total Return
79.86%
CAGR
12.46%
Dividends
$929.14
Yield on Cost
9.29%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.34% |
| Median | +1.23% |
| Best | +36.23% |
| Worst | -27.56% |
| % of Windows Positive | 55.3% |
1-Year (252 Trading Days)
| Average | +11.02% |
| Median | +6.07% |
| Best | +83.59% |
| Worst | -31.53% |
| % of Windows Positive | 60.7% |
3-Year (756 Trading Days)
| Average | +27.04% |
| Median | +35.00% |
| Best | +87.62% |
| Worst | -19.62% |
| % of Windows Positive | 62.5% |
Risk Metrics
| Maximum Drawdown | -45.19% |
| Average Drawdown | -15.39% |
| Drawdown Duration | 396 Trading Days |
| Sortino Ratio | 0.76 |
| Calmar Ratio | 0.28 |
| CVaR (5%) | -4.48% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +19.31% (+52.01% ann.) | +$1931.31 | $71.04 | $14.21 | $0.11 |
| 2025 | +37.90% | +$3790.24 | $186.76 | $37.35 | $0.30 |
| 2024 | -6.58% | $657.73 | $163.88 | $32.78 | $0.26 |
| 2023 | +22.20% | +$2219.86 | $186.90 | $37.38 | $0.30 |
| 2022 | -25.07% | $2507.19 | $130.88 | $26.18 | $0.21 |
| 2021 | +40.77% | +$4076.52 | $173.49 | $34.70 | $0.28 |
| 2020 | +25.65% | +$2565.04 | $205.02 | $41.00 | $0.33 |
| 2019 | +37.21% | +$3721.08 | $262.99 | $52.60 | $0.42 |
| 2018 | -22.09% | $2209.24 | $186.76 | $37.35 | $0.30 |
| 2017 | +48.31% | +$4830.71 | $233.17 | $46.63 | $0.37 |
| 2016 | +33.74% | +$3373.80 | $288.46 | $57.69 | $0.46 |
| 2015 | -6.00% | $599.75 | $242.18 | $48.44 | $0.39 |
| 2014 | -4.30% | $429.56 | $203.52 | $40.70 | $0.33 |
| 2013 | +43.11% | +$4310.96 | $250.55 | $50.11 | $0.40 |
| 2012 | +16.64% | +$1663.83 | $245.65 | $49.13 | $0.39 |
| 2011 | +4.05% | +$404.85 | $217.41 | $43.48 | $0.35 |
| 2010 | +55.41% | +$5540.96 | $274.39 | $54.88 | $0.44 |
| 2009 | +49.83% | +$4982.88 | $364.23 | $72.85 | $0.58 |
| 2008 | -52.23% | $5222.51 | $169.29 | $33.86 | $0.27 |
| 2007 | +14.50% | +$1449.83 | $190.94 | $38.19 | $0.31 |
| 2006 | +4.46% | +$445.72 | $163.80 | $32.76 | $0.26 |
| 2005 | +20.91% | +$2090.58 | $170.33 | $34.07 | $0.27 |
| 2004 | +41.23% | +$4123.27 | $186.50 | $37.30 | $0.30 |
| 2003 | +75.62% | +$7562.31 | $321.54 | $64.31 | $0.51 |
| 2002 | +19.12% | +$1912.14 | $373.32 | $74.67 | $0.60 |
| 2001 | -12.32% | $1231.77 | $5248.19 | $1049.64 | $8.40 |
| 2000 | +1.54% | +$154.45 | $217.82 | $43.56 | $0.35 |
| 1999 | +18.46% | +$1846.15 | $2189.20 | $437.84 | $3.50 |
| 1998 | -5.50% | $550.24 | $196.33 | $39.27 | $0.31 |
| 1997 | -3.12% | $312.45 | $1477.13 | $295.43 | $2.36 |
| 1996 | +16.98% | +$1698.30 | $220.71 | $44.14 | $0.35 |
| 1995 | +50.92% | +$5092.19 | $310.14 | $62.03 | $0.50 |
| 1994 | -1.52% | $152.46 | $282.40 | $56.48 | $0.45 |
| 1993 | +31.10% | +$3110.29 | $341.11 | $68.22 | $0.54 |
| 1992 | +8.98% | +$897.80 | $339.62 | $67.92 | $0.54 |
| 1991 | +1.22% | +$121.86 | $318.36 | $63.67 | $0.51 |
| 1990 | +20.04% | +$2003.73 | $348.92 | $69.78 | $0.56 |
| 1989 | +12.16% | +$1215.96 | $355.39 | $71.08 | $0.57 |
| 1988 | +16.99% | +$1699.03 | $286.36 | $57.27 | $0.46 |
| 1987 | -15.58% | $1557.90 | $217.39 | $43.48 | $0.35 |
| 1986 | +30.84% | +$3083.89 | $332.86 | $66.58 | $0.53 |
| 1985 | +20.53% | +$2053.01 | $362.12 | $72.43 | $0.58 |
| 1984 | -5.42% | $542.43 | $297.05 | $59.41 | $0.47 |
| 1983 | +59.04% | +$5903.88 | $406.22 | $81.24 | $0.65 |
| 1982 | +34.61% | +$3461.05 | $483.37 | $96.68 | $0.77 |
| 1981 partial | +0.00% | +$0.00 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +22.27% | +4.48% | +$2227.37 | $5487.03 | $1097.41 | $8.78 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | -5.41% | -2.14% | $541.11 | $7108.50 | $1421.70 | $11.37 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +400.75% | +38.04% | +$40075.10 | $2782.13 | $556.43 | $4.45 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -74.09% | -61.56% | $7409.08 | $240.04 | $48.01 | $0.38 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +235.22% | +43.09% | +$23522.17 | $2354.31 | $470.86 | $3.77 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +254.79% | +18.22% | +$25479.26 | $3790.62 | $758.12 | $6.06 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -41.22% | -99.77% | $4122.06 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +77.13% | +150.90% | +$7712.87 | $144.06 | $28.81 | $0.23 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +35.79% | +33.68% | +$3579.00 | $213.42 | $42.68 | $0.34 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -23.77% | -25.03% | $2376.67 | $100.31 | $20.06 | $0.16 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +1.61% | +0.86% | +$160.65 | $369.24 | $73.85 | $0.59 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +79.63% | +40.97% | +$7963.13 | $360.70 | $72.14 | $0.58 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1982-02-16 | $0.0975 | 1.23% |
| 1982-05-11 | $0.0975 | 1.16% |
| 1982-08-10 | $0.0975 | 1.24% |
| 1982-11-16 | $0.0975 | 0.92% |
| 1983-02-14 | $0.0975 | 0.77% |
| 1983-05-16 | $0.1100 | 0.78% |
| 1983-08-16 | $0.1100 | 0.72% |
| 1983-11-15 | $0.1100 | 0.69% |
| 1984-02-14 | $0.1100 | 0.85% |
| 1984-05-08 | $0.1250 | 0.94% |
| 1984-08-14 | $0.1250 | 0.81% |
| 1984-11-13 | $0.1250 | 0.84% |
| 1985-02-11 | $0.1250 | 0.70% |
| 1985-05-07 | $0.1400 | 0.81% |
| 1985-08-13 | $0.1400 | 0.69% |
| 1985-11-12 | $0.1400 | 0.78% |
| 1986-02-18 | $0.1400 | 0.74% |
| 1986-05-13 | $0.1500 | 0.64% |
| 1986-08-12 | $0.1500 | 0.70% |
| 1986-11-10 | $0.1500 | 0.72% |
| 1987-02-17 | $0.1650 | 0.59% |
| 1987-08-11 | $0.1650 | 0.58% |
| 1987-11-09 | $0.1650 | 0.86% |
| 1988-05-10 | $0.1800 | 0.96% |
| 1988-08-09 | $0.1800 | 0.87% |
| 1988-11-07 | $0.1800 | 0.85% |
| 1989-02-14 | $0.1800 | 0.82% |
| 1989-05-09 | $0.1950 | 0.89% |
| 1989-08-08 | $0.1950 | 0.83% |
| 1989-11-08 | $0.1950 | 0.80% |
| 1990-02-13 | $0.1950 | 0.92% |
| 1990-05-08 | $0.1950 | 0.78% |
| 1990-08-07 | $0.2150 | 0.85% |
| 1990-11-13 | $0.2150 | 0.86% |
| 1991-02-12 | $0.2150 | 0.77% |
| 1991-05-07 | $0.2150 | 0.81% |
| 1991-08-06 | $0.2150 | 0.78% |
| 1991-11-12 | $0.2300 | 0.86% |
| 1992-02-11 | $0.2300 | 0.82% |
| 1992-05-12 | $0.2300 | 0.93% |
| 1992-08-11 | $0.2300 | 0.90% |
| 1992-11-09 | $0.2300 | 0.90% |
| 1993-02-09 | $0.2300 | 0.77% |
| 1993-05-11 | $0.2500 | 0.76% |
| 1993-08-10 | $0.2500 | 0.71% |
| 1993-11-08 | $0.2500 | 0.71% |
| 1994-02-08 | $0.2500 | 0.62% |
| 1994-05-10 | $0.2500 | 0.69% |
| 1994-08-09 | $0.2700 | 0.76% |
| 1994-11-07 | $0.2700 | 0.76% |
| 1995-02-07 | $0.2700 | 0.70% |
| 1995-05-09 | $0.2700 | 0.60% |
| 1995-08-10 | $0.2700 | 0.59% |
| 1995-11-09 | $0.2900 | 0.62% |
| 1996-02-15 | $0.2900 | 0.46% |
| 1996-05-09 | $0.2900 | 0.51% |
| 1996-08-15 | $0.2900 | 0.53% |
| 1996-11-14 | $0.2900 | 0.48% |
| 1997-02-13 | $0.2900 | 0.42% |
| 1997-05-15 | $0.2900 | 0.43% |
| 1997-08-14 | $0.2900 | 0.46% |
| 1997-10-01 | $7.7500 | 12.31% |
| 1997-11-13 | $0.2550 | 0.56% |
| 1998-02-12 | $0.2550 | 0.43% |
| 1998-05-14 | $0.2550 | 0.45% |
| 1998-08-13 | $0.2550 | 0.64% |
| 1998-11-12 | $0.2550 | 0.54% |
| 1999-01-04 | $9.4000 | 19.36% |
| 1999-02-11 | $0.2700 | 0.59% |
| 1999-05-13 | $0.2550 | 0.42% |
| 1999-08-12 | $0.2550 | 0.44% |
| 1999-11-10 | $0.2550 | 0.55% |
| 2000-02-10 | $0.2550 | 0.58% |
| 2000-05-11 | $0.2700 | 0.71% |
| 2000-08-10 | $0.2550 | 0.68% |
| 2000-11-09 | $0.2550 | 0.62% |
| 2001-02-08 | $0.2550 | 0.54% |
| 2001-05-10 | $0.2550 | 0.58% |
| 2001-07-02 | $23.5100 | 61.67% |
| 2001-08-09 | $0.1650 | 1.01% |
| 2001-11-08 | $0.1650 | 1.18% |
| 2002-02-07 | $0.1650 | 0.91% |
| 2002-05-09 | $0.1650 | 0.73% |
| 2002-08-08 | $0.1650 | 0.91% |
| 2002-11-14 | $0.1650 | 0.88% |
| 2003-02-13 | $0.1650 | 0.76% |
| 2003-05-08 | $0.1650 | 0.74% |
| 2003-08-07 | $0.1650 | 0.64% |
| 2003-11-13 | $0.1650 | 0.51% |
| 2004-02-12 | $0.1650 | 0.51% |
| 2004-05-13 | $0.1650 | 0.50% |
| 2004-08-12 | $0.1650 | 0.44% |
| 2004-11-10 | $0.1650 | 0.37% |
| 2005-02-10 | $0.1650 | 0.27% |
| 2005-05-12 | $0.2250 | 0.46% |
| 2005-08-11 | $0.2250 | 0.44% |
| 2005-11-09 | $0.2250 | 0.40% |
| 2006-02-09 | $0.2250 | 0.33% |
| 2006-05-11 | $0.2250 | 0.30% |
| 2006-08-10 | $0.2250 | 0.37% |
| 2006-11-09 | $0.2900 | 0.45% |
| 2007-02-15 | $0.2900 | 0.45% |
| 2007-05-10 | $0.2900 | 0.45% |
| 2007-08-09 | $0.2900 | 0.41% |
| 2007-11-15 | $0.2900 | 0.42% |
| 2008-02-14 | $0.2900 | 0.49% |
| 2008-05-08 | $0.2900 | 0.53% |
| 2008-08-07 | $0.2900 | 0.63% |
| 2008-11-13 | $0.2900 | 1.12% |
| 2009-02-12 | $0.2900 | 1.19% |
| 2009-05-14 | $0.2900 | 0.93% |
| 2009-08-13 | $0.2900 | 0.70% |
| 2009-11-12 | $0.2900 | 0.66% |
| 2010-02-11 | $0.2900 | 0.58% |
| 2010-05-13 | $0.2900 | 0.46% |
| 2010-08-12 | $0.3500 | 0.67% |
| 2010-11-10 | $0.3500 | 0.54% |
| 2011-02-10 | $0.3500 | 0.41% |
| 2011-05-12 | $0.3500 | 0.42% |
| 2011-08-11 | $0.4250 | 0.73% |
| 2011-11-09 | $0.4250 | 0.57% |
| 2012-02-16 | $0.4250 | 0.53% |
| 2012-05-10 | $0.4250 | 0.55% |
| 2012-08-09 | $0.4700 | 0.67% |
| 2012-11-08 | $0.4700 | 0.60% |
| 2013-02-14 | $0.4700 | 0.51% |
| 2013-05-09 | $0.5200 | 0.59% |
| 2013-08-08 | $0.5200 | 0.53% |
| 2013-11-14 | $0.5800 | 0.51% |
| 2014-02-13 | $0.5800 | 0.50% |
| 2014-05-08 | $0.5800 | 0.49% |
| 2014-08-07 | $0.5800 | 0.52% |
| 2014-11-13 | $0.6500 | 0.58% |
| 2015-02-12 | $0.6500 | 0.56% |
| 2015-05-14 | $0.6500 | 0.53% |
| 2015-08-13 | $0.6500 | 0.56% |
| 2015-11-19 | $0.7250 | 0.68% |
| 2016-02-11 | $0.7250 | 0.76% |
| 2016-05-12 | $0.7250 | 0.64% |
| 2016-08-11 | $0.7250 | 0.61% |
| 2016-11-09 | $0.7600 | 0.61% |
| 2017-02-16 | $0.7600 | 0.50% |
| 2017-05-11 | $0.7600 | 0.48% |
| 2017-08-10 | $0.7600 | 0.46% |
| 2017-11-10 | $0.8350 | 0.44% |
| 2018-02-16 | $0.8350 | 0.45% |
| 2018-05-11 | $0.9200 | 0.52% |
| 2018-08-10 | $0.9200 | 0.52% |
| 2018-11-08 | $0.9700 | 0.54% |
| 2019-02-15 | $0.9700 | 0.55% |
| 2019-05-10 | $0.9700 | 0.57% |
| 2019-08-09 | $0.9700 | 0.62% |
| 2019-11-08 | $1.0200 | 0.57% |
| 2020-02-14 | $1.0200 | 0.51% |
| 2020-05-15 | $1.0200 | 0.53% |
| 2020-08-14 | $1.0200 | 0.44% |
| 2020-11-13 | $1.0700 | 0.46% |
| 2021-02-12 | $1.0700 | 0.43% |
| 2021-05-14 | $1.0700 | 0.40% |
| 2021-08-13 | $1.0700 | 0.34% |
| 2021-11-12 | $1.1200 | 0.34% |
| 2022-02-11 | $1.1200 | 0.40% |
| 2022-05-13 | $1.1200 | 0.55% |
| 2022-08-12 | $1.1200 | 0.44% |
| 2022-11-10 | $1.1800 | 0.47% |
| 2023-02-17 | $1.1800 | 0.40% |
| 2023-05-12 | $1.1800 | 0.44% |
| 2023-08-11 | $1.1800 | 0.39% |
| 2023-11-10 | $1.2500 | 0.49% |
| 2024-02-16 | $1.2500 | 0.44% |
| 2024-05-10 | $1.2500 | 0.46% |
| 2024-08-12 | $1.2500 | 0.48% |
| 2024-11-18 | $1.3100 | 0.46% |
| 2025-02-18 | $1.3100 | 0.44% |
| 2025-05-19 | $1.3100 | 0.42% |
| 2025-08-18 | $1.3100 | 0.38% |
| 2025-11-17 | $1.3800 | 0.37% |
| 2026-02-23 | $1.3800 | 0.35% |
| 2026-05-18 | $1.3800 | 0.31% |
| Total | 179 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 |
|---|---|---|---|---|
| 2021-08-13 | $38.99 | $7.80 | $0.06 | 0.0983 |
| 2021-11-12 | $40.92 | $8.18 | $0.07 | 0.0977 |
| 2022-02-11 | $41.03 | $8.21 | $0.07 | 0.1221 |
| 2022-05-13 | $41.17 | $8.23 | $0.07 | 0.1613 |
| 2022-08-12 | $41.35 | $8.27 | $0.07 | 0.1281 |
| 2022-11-10 | $43.71 | $8.74 | $0.07 | 0.1314 |
| 2023-02-17 | $43.87 | $8.77 | $0.07 | 0.1176 |
| 2023-05-12 | $44.01 | $8.80 | $0.07 | 0.1292 |
| 2023-08-11 | $44.16 | $8.83 | $0.07 | 0.1190 |
| 2023-11-10 | $46.93 | $9.39 | $0.08 | 0.1450 |
| 2024-02-16 | $47.11 | $9.42 | $0.08 | 0.1345 |
| 2024-05-10 | $47.28 | $9.46 | $0.08 | 0.1380 |
| 2024-08-12 | $47.45 | $9.49 | $0.08 | 0.1497 |
| 2024-11-18 | $49.92 | $9.98 | $0.08 | 0.1408 |
| 2025-02-18 | $50.11 | $10.02 | $0.08 | 0.1328 |
| 2025-05-19 | $50.28 | $10.06 | $0.08 | 0.1303 |
| 2025-08-18 | $50.45 | $10.09 | $0.08 | 0.1175 |
| 2025-11-17 | $53.31 | $10.66 | $0.09 | 0.1150 |
| 2026-02-23 | $53.47 | $10.69 | $0.09 | 0.1101 |
| 2026-05-18 | $53.62 | $10.72 | $0.09 | 0.0981 |
| Total | $929.14 | $185.83 | $1.49 | 2.5166 |
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.