The J. M. Smucker Company (SJM) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$8,167
Total Return
-18.33%
CAGR
-3.97%
Dividends
$1,712.45
Yield on Cost
17.12%
Rolling Returns
1-Month (21 Trading Days)
| Average | -0.13% |
| Median | +0.20% |
| Best | +18.08% |
| Worst | -18.88% |
| % of Windows Positive | 51.0% |
1-Year (252 Trading Days)
| Average | -1.67% |
| Median | -2.64% |
| Best | +27.59% |
| Worst | -27.13% |
| % of Windows Positive | 45.9% |
3-Year (756 Trading Days)
| Average | -12.66% |
| Median | -11.74% |
| Best | +9.60% |
| Worst | -37.23% |
| % of Windows Positive | 9.8% |
Risk Metrics
| Maximum Drawdown | -39.54% |
| Average Drawdown | -16.91% |
| Drawdown Duration | 817 Trading Days (Unrecovered) |
| Sortino Ratio | -0.07 |
| Calmar Ratio | -0.10 |
| CVaR (5%) | -3.27% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -4.98% (-16.41% ann.) | $497.63 | $112.46 | $22.49 | $0.18 |
| 2025 | -8.30% | $829.99 | $400.78 | $80.16 | $0.64 |
| 2024 | -10.27% | $1027.22 | $342.28 | $68.46 | $0.55 |
| 2023 | -18.28% | $1828.42 | $264.73 | $52.95 | $0.42 |
| 2022 | +19.38% | +$1937.97 | $298.59 | $59.72 | $0.48 |
| 2021 | +20.31% | +$2031.41 | $329.99 | $66.00 | $0.53 |
| 2020 | +13.82% | +$1382.20 | $345.18 | $69.04 | $0.55 |
| 2019 | +14.19% | +$1419.08 | $373.57 | $74.71 | $0.60 |
| 2018 | -23.02% | $2302.17 | $264.61 | $52.92 | $0.42 |
| 2017 | -1.00% | $99.77 | $240.63 | $48.13 | $0.38 |
| 2016 | +5.57% | +$557.06 | $231.73 | $46.35 | $0.37 |
| 2015 | +24.42% | +$2442.21 | $261.27 | $52.25 | $0.42 |
| 2014 | -0.61% | $61.32 | $237.26 | $47.45 | $0.38 |
| 2013 | +22.21% | +$2220.77 | $256.82 | $51.36 | $0.41 |
| 2012 | +12.57% | +$1256.55 | $257.84 | $51.57 | $0.41 |
| 2011 | +21.53% | +$2153.10 | $282.55 | $56.51 | $0.45 |
| 2010 | +8.54% | +$853.73 | $253.00 | $50.60 | $0.40 |
| 2009 | +45.80% | +$4579.99 | $319.00 | $63.80 | $0.51 |
| 2008 | -7.22% | $722.28 | $1238.29 | $247.66 | $1.98 |
| 2007 | +8.02% | +$801.92 | $245.10 | $49.02 | $0.39 |
| 2006 | +12.41% | +$1241.39 | $254.29 | $50.86 | $0.41 |
| 2005 | -4.85% | $484.97 | $226.68 | $45.34 | $0.37 |
| 2004 | +5.66% | +$566.39 | $217.72 | $43.55 | $0.35 |
| 2003 | +15.82% | +$1581.97 | $225.13 | $45.03 | $0.36 |
| 2002 | +14.44% | +$1443.82 | $204.83 | $40.97 | $0.33 |
| 2001 | +28.91% | +$2890.66 | $230.61 | $46.11 | $0.37 |
| 2000 | +44.05% | +$4404.95 | $82.05 | $16.41 | $0.13 |
| 1999 | -21.21% | $2121.21 | $0.00 | $0.00 | $0.00 |
| 1998 | +4.76% | +$476.19 | $0.00 | $0.00 | $0.00 |
| 1997 | +34.04% | +$3404.26 | $0.00 | $0.00 | $0.00 |
| 1996 | -19.89% | $1988.64 | $0.00 | $0.00 | $0.00 |
| 1995 | -8.33% | $833.33 | $0.00 | $0.00 | $0.00 |
| 1994 partial | +1.05% (+6.58% ann.) | +$105.26 | $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 | -24.00% | -5.81% | $2400.00 | $0.00 | $0.00 | $0.00 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +101.11% | +31.19% | +$10110.76 | $807.37 | $161.46 | $1.30 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +81.46% | +12.67% | +$8145.90 | $1628.44 | $325.69 | $2.61 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -28.20% | -20.90% | $2819.99 | $1313.06 | $262.61 | $2.10 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +132.33% | +28.37% | +$13233.23 | $1617.75 | $323.55 | $2.59 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +70.43% | +7.30% | +$7042.88 | $3107.01 | $621.41 | $4.97 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -13.36% | -80.54% | $1335.93 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +11.67% | +19.44% | +$1167.49 | $168.88 | $33.77 | $0.27 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +17.68% | +16.70% | +$1768.14 | $418.33 | $83.67 | $0.67 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +19.44% | +20.76% | +$1944.33 | $320.67 | $64.13 | $0.51 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -14.11% | -7.88% | $1410.61 | $513.93 | $102.79 | $0.82 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | -19.71% | -13.06% | $1971.37 | $553.94 | $110.79 | $0.88 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2000-11-15 | $0.1600 | 0.64% |
| 2001-02-13 | $0.1600 | 0.58% |
| 2001-05-16 | $0.1600 | 0.60% |
| 2001-08-17 | $0.1600 | 0.59% |
| 2001-11-15 | $0.1600 | 0.48% |
| 2002-02-13 | $0.1600 | 0.51% |
| 2002-05-16 | $0.1600 | 0.47% |
| 2002-08-16 | $0.2000 | 0.57% |
| 2002-11-14 | $0.2000 | 0.59% |
| 2003-02-12 | $0.2000 | 0.52% |
| 2003-05-15 | $0.2300 | 0.63% |
| 2003-08-15 | $0.2300 | 0.58% |
| 2003-11-13 | $0.2300 | 0.52% |
| 2004-02-12 | $0.2300 | 0.48% |
| 2004-05-14 | $0.2500 | 0.50% |
| 2004-08-16 | $0.2500 | 0.56% |
| 2004-11-15 | $0.2500 | 0.53% |
| 2005-02-10 | $0.2500 | 0.52% |
| 2005-05-12 | $0.2700 | 0.54% |
| 2005-08-12 | $0.2700 | 0.57% |
| 2005-11-09 | $0.2700 | 0.59% |
| 2006-02-09 | $0.2700 | 0.63% |
| 2006-05-11 | $0.2800 | 0.69% |
| 2006-08-14 | $0.2800 | 0.64% |
| 2006-11-13 | $0.2800 | 0.57% |
| 2007-02-08 | $0.2800 | 0.58% |
| 2007-05-11 | $0.3000 | 0.53% |
| 2007-08-14 | $0.3000 | 0.53% |
| 2007-11-13 | $0.3000 | 0.57% |
| 2008-02-13 | $0.3000 | 0.62% |
| 2008-05-14 | $0.3200 | 0.62% |
| 2008-08-13 | $0.3200 | 0.62% |
| 2008-09-26 | $5.0000 | 8.96% |
| 2008-11-17 | $0.3200 | 0.82% |
| 2009-02-11 | $0.3200 | 0.76% |
| 2009-05-13 | $0.3500 | 0.85% |
| 2009-08-12 | $0.3500 | 0.68% |
| 2009-11-10 | $0.3500 | 0.65% |
| 2010-02-10 | $0.3500 | 0.58% |
| 2010-05-12 | $0.4000 | 0.68% |
| 2010-08-11 | $0.4000 | 0.68% |
| 2010-11-09 | $0.4000 | 0.62% |
| 2011-02-09 | $0.4400 | 0.69% |
| 2011-05-11 | $0.4400 | 0.58% |
| 2011-08-10 | $0.4800 | 0.67% |
| 2011-11-08 | $0.4800 | 0.61% |
| 2012-02-08 | $0.4800 | 0.61% |
| 2012-05-09 | $0.4800 | 0.63% |
| 2012-08-08 | $0.5200 | 0.68% |
| 2012-11-14 | $0.5200 | 0.60% |
| 2013-02-13 | $0.5200 | 0.57% |
| 2013-05-15 | $0.5200 | 0.50% |
| 2013-08-14 | $0.5800 | 0.51% |
| 2013-11-13 | $0.5800 | 0.54% |
| 2014-02-12 | $0.5800 | 0.62% |
| 2014-05-14 | $0.5800 | 0.58% |
| 2014-08-13 | $0.6400 | 0.62% |
| 2014-11-12 | $0.6400 | 0.61% |
| 2015-02-11 | $0.6400 | 0.57% |
| 2015-05-13 | $0.6400 | 0.55% |
| 2015-08-12 | $0.6700 | 0.62% |
| 2015-11-10 | $0.6700 | 0.58% |
| 2016-02-10 | $0.6700 | 0.53% |
| 2016-05-11 | $0.6700 | 0.51% |
| 2016-08-10 | $0.7500 | 0.49% |
| 2016-11-08 | $0.7500 | 0.57% |
| 2017-02-08 | $0.7500 | 0.54% |
| 2017-05-10 | $0.7500 | 0.60% |
| 2017-08-09 | $0.7800 | 0.64% |
| 2017-11-09 | $0.7800 | 0.75% |
| 2018-02-08 | $0.7800 | 0.65% |
| 2018-05-10 | $0.7800 | 0.69% |
| 2018-08-16 | $0.8500 | 0.75% |
| 2018-11-15 | $0.8500 | 0.75% |
| 2019-02-14 | $0.8500 | 0.82% |
| 2019-05-16 | $0.8500 | 0.67% |
| 2019-08-15 | $0.8800 | 0.78% |
| 2019-11-14 | $0.8800 | 0.83% |
| 2020-02-13 | $0.8800 | 0.80% |
| 2020-05-14 | $0.8800 | 0.74% |
| 2020-08-13 | $0.9000 | 0.78% |
| 2020-11-12 | $0.9000 | 0.75% |
| 2021-02-11 | $0.9000 | 0.78% |
| 2021-05-13 | $0.9000 | 0.67% |
| 2021-08-12 | $0.9900 | 0.75% |
| 2021-11-10 | $0.9900 | 0.77% |
| 2022-02-10 | $0.9900 | 0.73% |
| 2022-05-12 | $0.9900 | 0.69% |
| 2022-08-11 | $1.0200 | 0.76% |
| 2022-11-09 | $1.0200 | 0.68% |
| 2023-02-09 | $1.0200 | 0.69% |
| 2023-05-11 | $1.0200 | 0.64% |
| 2023-08-17 | $1.0600 | 0.74% |
| 2023-11-16 | $1.0600 | 0.95% |
| 2024-02-15 | $1.0600 | 0.85% |
| 2024-05-16 | $1.0600 | 0.93% |
| 2024-08-16 | $1.0800 | 0.90% |
| 2024-11-15 | $1.0800 | 0.98% |
| 2025-02-14 | $1.0800 | 1.03% |
| 2025-05-16 | $1.0800 | 0.96% |
| 2025-08-15 | $1.1000 | 0.99% |
| 2025-11-14 | $1.1000 | 1.00% |
| 2026-02-13 | $1.1000 | 0.99% |
| Total | 103 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 |
|---|---|---|---|---|
| 2021-05-13 | $69.73 | $13.95 | $0.11 | 0.4088 |
| 2021-08-12 | $77.11 | $15.42 | $0.12 | 0.4702 |
| 2021-11-10 | $77.57 | $15.51 | $0.12 | 0.4853 |
| 2022-02-10 | $78.05 | $15.61 | $0.13 | 0.4665 |
| 2022-05-12 | $78.51 | $15.70 | $0.13 | 0.4332 |
| 2022-08-11 | $81.34 | $16.27 | $0.13 | 0.4895 |
| 2022-11-09 | $81.84 | $16.37 | $0.13 | 0.4426 |
| 2023-02-09 | $82.29 | $16.46 | $0.13 | 0.4497 |
| 2023-05-11 | $82.75 | $16.55 | $0.13 | 0.4197 |
| 2023-08-17 | $86.44 | $17.29 | $0.14 | 0.4899 |
| 2023-11-16 | $86.95 | $17.39 | $0.14 | 0.6239 |
| 2024-02-15 | $87.62 | $17.52 | $0.14 | 0.5623 |
| 2024-05-16 | $88.21 | $17.64 | $0.14 | 0.6088 |
| 2024-08-16 | $90.53 | $18.11 | $0.14 | 0.6084 |
| 2024-11-15 | $91.19 | $18.24 | $0.15 | 0.6809 |
| 2025-02-14 | $91.93 | $18.39 | $0.15 | 0.7193 |
| 2025-05-16 | $92.70 | $18.54 | $0.15 | 0.6522 |
| 2025-08-15 | $95.14 | $19.03 | $0.15 | 0.6858 |
| 2025-11-14 | $95.89 | $19.18 | $0.15 | 0.7015 |
| 2026-02-13 | $96.66 | $19.33 | $0.15 | 0.6982 |
| Total | $1712.45 | $342.49 | $2.74 | 11.0968 |
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.