Sirius XM Holdings Inc. (SIRI) Stock Total Returns

Growth of $10,000 chart

2021-06-03 to 2026-06-03
to
$
%
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Investment Performance

Final Value
$5,097
Total Return
-49.03%
CAGR
-12.61%
Dividends
$1,227.93
Yield on Cost
12.28%

Rolling Returns

1-Month (21 Trading Days)
Average-0.50%
Median-0.92%
Best+108.27%
Worst-42.28%
% of Windows Positive44.7%
1-Year (252 Trading Days)
Average-17.79%
Median-19.31%
Best+44.79%
Worst-61.23%
% of Windows Positive21.0%
3-Year (756 Trading Days)
Average-53.81%
Median-58.45%
Best-7.86%
Worst-68.81%
% of Windows Positive0.0%

Risk Metrics

Maximum Drawdown -74.14%
Average Drawdown -41.25%
Drawdown Duration 720 Trading Days (Unrecovered)
Sortino Ratio -0.13
Calmar Ratio -0.17
CVaR (5%) -6.19%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +42.92% (+133.27% ann.) +$4292.32 $271.32 $54.27 $0.43
2025 -8.88% $887.52 $480.30 $96.07 $0.78
2024 -57.21% $5720.63 $199.12 $39.82 $0.32
2023 -4.66% $466.39 $170.67 $34.14 $0.27
2022 -4.06% $406.40 $539.42 $107.89 $0.86
2021 +0.54% +$54.28 $105.52 $21.11 $0.16
2020 -10.28% $1027.94 $75.72 $15.13 $0.13
2019 +26.02% +$2601.89 $86.03 $17.20 $0.13
2018 +7.12% +$712.19 $84.14 $16.83 $0.14
2017 +21.22% +$2121.84 $92.37 $18.47 $0.16
2016 +9.54% +$954.35 $24.57 $4.91 $0.04
2015 +16.29% +$1628.57 $0.00 $0.00 $0.00
2014 +0.29% +$28.66 $0.00 $0.00 $0.00
2013 +20.76% +$2076.12 $0.00 $0.00 $0.00
2012 +60.97% +$6096.94 $274.73 $54.94 $0.43
2011 +11.66% +$1165.67 $0.00 $0.00 $0.00
2010 +171.67% +$17166.58 $0.00 $0.00 $0.00
2009 +400.00% +$40000.00 $0.00 $0.00 $0.00
2008 -96.04% $9603.96 $0.00 $0.00 $0.00
2007 -14.41% $1440.68 $0.00 $0.00 $0.00
2006 -47.16% $4716.42 $0.00 $0.00 $0.00
2005 -12.07% $1207.35 $0.00 $0.00 $0.00
2004 +141.14% +$14113.94 $0.00 $0.00 $0.00
2003 +393.75% +$39375.12 $0.00 $0.00 $0.00
2002 -94.50% $9449.70 $0.00 $0.00 $0.00
2001 -61.15% $6115.24 $0.00 $0.00 $0.00
2000 -32.72% $3272.47 $0.00 $0.00 $0.00
1999 +29.93% +$2992.70 $0.00 $0.00 $0.00
1998 +102.21% +$10221.40 $0.00 $0.00 $0.00
1997 +310.61% +$31060.60 $0.00 $0.00 $0.00
1996 -7.04% $704.22 $0.00 $0.00 $0.00
1995 +118.46% +$11846.15 $0.00 $0.00 $0.00
1994 partial -56.08% (-93.81% ann.) $5608.11 $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 +1834.69% +90.79% +$183469.44 $0.00 $0.00 $0.00
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 -98.40% -79.95% $9840.00 $0.00 $0.00 $0.00
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +302.25% +32.12% +$30224.81 $0.00 $0.00 $0.00
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -95.94% -89.64% $9593.50 $0.00 $0.00 $0.00
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +1286.69% +117.91% +$128668.60 $0.00 $0.00 $0.00
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +255.93% +18.27% +$25592.59 $1004.35 $200.85 $1.64
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -38.42% -99.60% $3841.96 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +21.76% +37.28% +$2176.37 $82.49 $16.49 $0.13
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +4.53% +4.29% +$452.71 $111.10 $22.22 $0.17
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 +8.08% +8.60% +$807.61 $561.53 $112.31 $0.89
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -62.37% -40.98% $6237.18 $284.78 $56.95 $0.45
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – June 3, 2026 +28.65% +15.92% +$2865.24 $834.72 $166.95 $1.35

Dividend History

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

Date Per Share Yield %
2012-12-14 $0.5000 1.81%
2016-11-07 $0.1000 0.24%
2017-02-03 $0.1000 0.21%
2017-05-08 $0.1000 0.20%
2017-08-08 $0.1000 0.18%
2017-11-08 $0.1100 0.21%
2018-02-06 $0.1100 0.18%
2018-05-09 $0.1100 0.17%
2018-08-09 $0.1100 0.16%
2018-11-08 $0.1200 0.19%
2019-02-08 $0.1200 0.20%
2019-05-09 $0.1200 0.21%
2019-08-08 $0.1200 0.20%
2019-11-07 $0.1300 0.19%
2020-02-11 $0.1300 0.18%
2020-05-07 $0.1300 0.23%
2020-08-06 $0.1300 0.22%
2020-11-05 $0.1500 0.25%
2021-02-09 $0.1500 0.25%
2021-05-06 $0.1500 0.25%
2021-08-05 $0.1500 0.23%
2021-11-04 $0.2200 0.34%
2022-02-10 $2.7200 3.97%
2022-05-05 $0.2200 0.35%
2022-08-04 $0.2200 0.33%
2022-11-09 $0.2400 0.38%
2023-02-08 $0.2400 0.47%
2023-05-04 $0.2400 0.65%
2023-08-07 $0.2400 0.50%
2023-11-06 $0.2700 0.55%
2024-02-08 $0.2700 0.53%
2024-05-09 $0.2700 0.88%
2024-08-09 $0.2700 0.85%
2024-11-05 $0.2700 1.04%
2025-02-07 $0.2700 1.04%
2025-05-09 $0.2700 1.24%
2025-08-08 $0.2700 1.27%
2025-11-05 $0.2700 1.24%
2026-02-11 $0.2700 1.27%
2026-05-11 $0.2700 1.00%
Total 40 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
2021-08-05 $23.51 $4.70 $0.03 0.2883
2021-11-04 $34.55 $6.91 $0.06 0.4316
2022-02-10 $428.29 $85.66 $0.69 5.4020
2022-05-05 $35.83 $7.17 $0.06 0.4667
2022-08-04 $35.93 $7.19 $0.06 0.4275
2022-11-09 $39.30 $7.86 $0.06 0.4965
2023-02-08 $39.42 $7.88 $0.06 0.6295
2023-05-04 $39.57 $7.92 $0.06 0.8801
2023-08-07 $39.78 $7.96 $0.06 0.6603
2023-11-06 $44.94 $8.99 $0.07 0.7617
2024-02-08 $45.14 $9.02 $0.07 0.7222
2024-05-09 $45.33 $9.07 $0.07 1.1829
2024-08-09 $45.65 $9.13 $0.08 1.1608
2024-11-05 $45.97 $9.19 $0.08 1.3933
2025-02-07 $46.34 $9.27 $0.08 1.4544
2025-05-09 $46.74 $9.35 $0.08 1.7299
2025-08-08 $47.20 $9.44 $0.08 1.7594
2025-11-05 $47.68 $9.54 $0.08 1.7201
2026-02-11 $48.14 $9.63 $0.08 1.7551
2026-05-11 $48.62 $9.72 $0.08 1.4492
Total $1227.93 $245.59 $1.95 24.7717

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.

LTRN

CAGR -21.95% Total -77.26% Final $2,274
2020-06-11 — 2026-06-03
TERN

CAGR 22.22% Total 187.93% Final $28,793
2021-02-05 — 2026-05-15
CNTY

CAGR -3.19% Total -65.25% Final $3,475
1993-11-10 — 2026-06-03