S&P Global Inc. (SPGI) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$11,814
Total Return
18.14%
CAGR
3.39%
Dividends
$483.20
Yield on Cost
4.83%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.49% |
| Median | +1.33% |
| Best | +21.87% |
| Worst | -28.23% |
| % of Windows Positive | 57.2% |
1-Year (252 Trading Days)
| Average | +6.55% |
| Median | +11.75% |
| Best | +47.67% |
| Worst | -34.70% |
| % of Windows Positive | 63.3% |
3-Year (756 Trading Days)
| Average | +32.36% |
| Median | +27.28% |
| Best | +72.48% |
| Worst | +3.74% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -39.85% |
| Average Drawdown | -12.72% |
| Drawdown Duration | 643 Trading Days |
| Sortino Ratio | 0.36 |
| Calmar Ratio | 0.09 |
| CVaR (5%) | -3.67% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -18.48% (-51.21% ann.) | $1847.96 | $18.56 | $3.71 | $0.03 |
| 2025 | +5.55% | +$555.04 | $77.27 | $15.45 | $0.12 |
| 2024 | +13.76% | +$1375.94 | $82.83 | $16.57 | $0.13 |
| 2023 | +32.53% | +$3253.28 | $107.81 | $21.56 | $0.17 |
| 2022 | -28.52% | $2852.10 | $70.53 | $14.11 | $0.11 |
| 2021 | +44.46% | +$4446.02 | $93.94 | $18.79 | $0.15 |
| 2020 | +21.20% | +$2120.03 | $98.41 | $19.68 | $0.16 |
| 2019 | +61.94% | +$6194.03 | $134.59 | $26.92 | $0.22 |
| 2018 | +1.15% | +$115.25 | $118.42 | $23.68 | $0.19 |
| 2017 | +58.95% | +$5894.56 | $153.05 | $30.61 | $0.24 |
| 2016 | +10.25% | +$1025.41 | $146.71 | $29.34 | $0.23 |
| 2015 | +11.97% | +$1196.90 | $148.92 | $29.78 | $0.24 |
| 2014 | +15.12% | +$1511.60 | $154.15 | $30.83 | $0.25 |
| 2013 | +45.31% | +$4530.96 | $206.23 | $41.25 | $0.33 |
| 2012 | +28.22% | +$2822.30 | $793.77 | $158.75 | $1.27 |
| 2011 | +25.96% | +$2596.45 | $276.72 | $55.34 | $0.44 |
| 2010 | +11.31% | +$1131.18 | $283.06 | $56.61 | $0.45 |
| 2009 | +48.37% | +$4836.80 | $392.44 | $78.49 | $0.63 |
| 2008 | -45.94% | $4593.93 | $202.15 | $40.43 | $0.32 |
| 2007 | -34.84% | $3483.92 | $121.01 | $24.20 | $0.19 |
| 2006 | +33.10% | +$3309.78 | $141.57 | $28.31 | $0.23 |
| 2005 | +13.89% | +$1389.16 | $126.75 | $25.35 | $0.20 |
| 2004 | +32.53% | +$3253.18 | $172.44 | $34.49 | $0.28 |
| 2003 | +17.36% | +$1736.23 | $179.71 | $35.94 | $0.29 |
| 2002 | +0.39% | +$39.02 | $168.06 | $33.61 | $0.27 |
| 2001 | +5.36% | +$535.61 | $167.96 | $33.59 | $0.27 |
| 2000 | -3.51% | $351.32 | $153.38 | $30.68 | $0.25 |
| 1999 | +22.47% | +$2246.59 | $165.67 | $33.13 | $0.27 |
| 1998 | +40.34% | +$4033.77 | $265.64 | $53.13 | $0.43 |
| 1997 | +63.61% | +$6361.25 | $314.70 | $62.94 | $0.50 |
| 1996 | +8.38% | +$838.50 | $305.67 | $61.13 | $0.49 |
| 1995 | +33.57% | +$3357.46 | $362.45 | $72.49 | $0.58 |
| 1994 | +1.60% | +$159.82 | $346.57 | $69.32 | $0.55 |
| 1993 | +13.40% | +$1340.14 | $375.75 | $75.15 | $0.60 |
| 1992 | +10.21% | +$1021.41 | $394.81 | $78.96 | $0.63 |
| 1991 | +12.48% | +$1247.58 | $422.83 | $84.57 | $0.68 |
| 1990 | -4.00% | $400.24 | $385.52 | $77.10 | $0.62 |
| 1989 | -6.65% | $664.62 | $332.28 | $66.46 | $0.53 |
| 1988 | +32.33% | +$3232.95 | $385.13 | $77.03 | $0.62 |
| 1987 | -9.81% | $980.58 | $309.84 | $61.97 | $0.50 |
| 1986 | +16.23% | +$1623.40 | $319.22 | $63.84 | $0.51 |
| 1985 | +13.67% | +$1367.39 | $164.24 | $32.85 | $0.26 |
| 1984 | +1.18% | +$118.34 | $0.00 | $0.00 | $0.00 |
| 1983 | +12.29% | +$1229.24 | $0.00 | $0.00 | $0.00 |
| 1982 | +45.41% | +$4541.06 | $0.00 | $0.00 | $0.00 |
| 1981 | +11.89% | +$1189.19 | $0.00 | $0.00 | $0.00 |
| 1980 | +63.00% | +$6299.55 | $0.00 | $0.00 | $0.00 |
| 1979 | +16.41% | +$1641.03 | $0.00 | $0.00 | $0.00 |
| 1978 | +26.62% | +$2662.34 | $0.00 | $0.00 | $0.00 |
| 1977 | +14.07% | +$1407.41 | $0.00 | $0.00 | $0.00 |
| 1976 | +29.81% | +$2980.77 | $0.00 | $0.00 | $0.00 |
| 1975 | +116.67% | +$11666.67 | $0.00 | $0.00 | $0.00 |
| 1974 | -14.29% | $1428.57 | $0.00 | $0.00 | $0.00 |
| 1973 partial | -45.63% (-50.89% ann.) | $4563.11 | $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 | +179.84% | +25.16% | +$17984.22 | $2050.97 | $410.19 | $3.28 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +27.48% | +9.89% | +$2747.50 | $543.76 | $108.75 | $0.87 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +98.90% | +14.75% | +$9889.56 | $1144.09 | $228.82 | $1.83 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -66.45% | -53.84% | $6645.10 | $247.06 | $49.41 | $0.40 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +155.77% | +32.07% | +$15576.71 | $1715.91 | $343.18 | $2.75 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +658.87% | +30.71% | +$65886.65 | $3265.04 | $653.01 | $5.22 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -36.58% | -99.45% | $3658.30 | $22.08 | $4.42 | $0.04 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +62.58% | +118.58% | +$6257.96 | $61.33 | $12.27 | $0.10 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +35.27% | +33.19% | +$3527.00 | $108.63 | $21.73 | $0.17 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -30.72% | -32.27% | $3071.70 | $54.29 | $10.86 | $0.09 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +53.07% | +25.82% | +$5306.91 | $208.79 | $41.76 | $0.33 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | -17.40% | -11.47% | $1739.94 | $110.50 | $22.10 | $0.18 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1985-08-21 | $0.0437 | 0.77% |
| 1985-11-20 | $0.0437 | 0.77% |
| 1986-02-20 | $0.0475 | 0.70% |
| 1986-05-21 | $0.0475 | 0.67% |
| 1986-08-20 | $0.0475 | 0.62% |
| 1986-11-18 | $0.0475 | 0.63% |
| 1987-02-19 | $0.0525 | 0.59% |
| 1987-05-20 | $0.0525 | 0.69% |
| 1987-08-20 | $0.0525 | 0.57% |
| 1987-11-19 | $0.0525 | 0.76% |
| 1988-02-19 | $0.0575 | 0.83% |
| 1988-05-20 | $0.0575 | 0.92% |
| 1988-08-22 | $0.0575 | 0.68% |
| 1988-11-21 | $0.0575 | 0.78% |
| 1989-02-17 | $0.0625 | 0.74% |
| 1989-05-22 | $0.0625 | 0.73% |
| 1989-08-22 | $0.0625 | 0.62% |
| 1989-10-31 | $0.0063 | 0.08% |
| 1989-11-21 | $0.0625 | 0.80% |
| 1990-02-20 | $0.0675 | 1.05% |
| 1990-05-22 | $0.0675 | 0.98% |
| 1990-08-22 | $0.0675 | 1.14% |
| 1990-11-21 | $0.0675 | 1.12% |
| 1991-02-20 | $0.0688 | 0.95% |
| 1991-05-22 | $0.0688 | 0.91% |
| 1991-08-21 | $0.0688 | 1.01% |
| 1991-11-20 | $0.0688 | 1.04% |
| 1992-02-20 | $0.0700 | 0.95% |
| 1992-05-20 | $0.0700 | 0.87% |
| 1992-08-20 | $0.0700 | 0.97% |
| 1992-11-19 | $0.0700 | 0.93% |
| 1993-02-18 | $0.0712 | 0.96% |
| 1993-05-20 | $0.0712 | 0.97% |
| 1993-08-20 | $0.0712 | 0.82% |
| 1993-11-19 | $0.0712 | 0.82% |
| 1994-02-17 | $0.0725 | 0.83% |
| 1994-05-20 | $0.0725 | 0.87% |
| 1994-08-22 | $0.0725 | 0.84% |
| 1994-11-21 | $0.0725 | 0.81% |
| 1995-02-17 | $0.0750 | 0.86% |
| 1995-05-22 | $0.0750 | 0.80% |
| 1995-08-24 | $0.0750 | 0.76% |
| 1995-11-24 | $0.0750 | 0.69% |
| 1996-02-23 | $0.0825 | 0.72% |
| 1996-05-24 | $0.0825 | 0.68% |
| 1996-08-23 | $0.0825 | 0.79% |
| 1996-11-22 | $0.0825 | 0.71% |
| 1997-02-24 | $0.0900 | 0.71% |
| 1997-05-23 | $0.0900 | 0.66% |
| 1997-08-22 | $0.0900 | 0.59% |
| 1997-11-21 | $0.0900 | 0.50% |
| 1998-02-23 | $0.0975 | 0.52% |
| 1998-05-22 | $0.0975 | 0.51% |
| 1998-08-12 | $0.0975 | 0.48% |
| 1998-08-24 | $0.0975 | 0.47% |
| 1998-11-23 | $0.0975 | 0.43% |
| 1999-02-22 | $0.0975 | 0.37% |
| 1999-05-24 | $0.1075 | 0.40% |
| 1999-08-24 | $0.1075 | 0.40% |
| 1999-11-23 | $0.1075 | 0.36% |
| 2000-02-23 | $0.1175 | 0.47% |
| 2000-05-24 | $0.1175 | 0.47% |
| 2000-08-24 | $0.1175 | 0.39% |
| 2000-11-24 | $0.1175 | 0.43% |
| 2001-02-22 | $0.1225 | 0.40% |
| 2001-05-24 | $0.1225 | 0.37% |
| 2001-08-24 | $0.1225 | 0.40% |
| 2001-11-26 | $0.1225 | 0.43% |
| 2002-02-22 | $0.1275 | 0.39% |
| 2002-05-24 | $0.1275 | 0.40% |
| 2002-08-23 | $0.1275 | 0.40% |
| 2002-11-22 | $0.1275 | 0.42% |
| 2003-02-24 | $0.1350 | 0.48% |
| 2003-05-23 | $0.1350 | 0.45% |
| 2003-08-22 | $0.1350 | 0.44% |
| 2003-11-21 | $0.1350 | 0.41% |
| 2004-02-23 | $0.1500 | 0.39% |
| 2004-05-24 | $0.1500 | 0.39% |
| 2004-08-24 | $0.1500 | 0.40% |
| 2004-11-23 | $0.1500 | 0.34% |
| 2005-02-22 | $0.1650 | 0.35% |
| 2005-05-24 | $0.0830 | 0.19% |
| 2005-08-24 | $0.1650 | 0.34% |
| 2005-11-23 | $0.1650 | 0.32% |
| 2006-02-22 | $0.1820 | 0.33% |
| 2006-05-24 | $0.1820 | 0.36% |
| 2006-08-24 | $0.1820 | 0.32% |
| 2006-11-24 | $0.1820 | 0.28% |
| 2007-02-22 | $0.2050 | 0.30% |
| 2007-05-24 | $0.2050 | 0.29% |
| 2007-08-24 | $0.2050 | 0.41% |
| 2007-11-26 | $0.2050 | 0.44% |
| 2008-02-25 | $0.2200 | 0.54% |
| 2008-05-23 | $0.2200 | 0.54% |
| 2008-08-22 | $0.2200 | 0.53% |
| 2008-11-21 | $0.2200 | 1.18% |
| 2009-02-23 | $0.2250 | 1.06% |
| 2009-05-22 | $0.2250 | 0.73% |
| 2009-08-24 | $0.2250 | 0.76% |
| 2009-11-23 | $0.2250 | 0.73% |
| 2010-02-22 | $0.2350 | 0.67% |
| 2010-05-24 | $0.2350 | 0.83% |
| 2010-08-24 | $0.2350 | 0.84% |
| 2010-11-23 | $0.2350 | 0.67% |
| 2011-02-22 | $0.2500 | 0.64% |
| 2011-05-24 | $0.2500 | 0.59% |
| 2011-08-24 | $0.2500 | 0.65% |
| 2011-11-23 | $0.2500 | 0.57% |
| 2012-02-23 | $0.2550 | 0.56% |
| 2012-05-24 | $0.2550 | 0.57% |
| 2012-08-24 | $0.2550 | 0.52% |
| 2012-11-26 | $0.2550 | 0.49% |
| 2012-12-14 | $2.5000 | 4.55% |
| 2013-02-22 | $0.2800 | 0.61% |
| 2013-05-24 | $0.2800 | 0.52% |
| 2013-08-23 | $0.2800 | 0.47% |
| 2013-11-22 | $0.2800 | 0.38% |
| 2014-02-24 | $0.3000 | 0.37% |
| 2014-05-23 | $0.3000 | 0.38% |
| 2014-08-22 | $0.3000 | 0.38% |
| 2014-11-21 | $0.3000 | 0.33% |
| 2015-02-23 | $0.3300 | 0.32% |
| 2015-05-22 | $0.3300 | 0.31% |
| 2015-08-24 | $0.3300 | 0.34% |
| 2015-11-23 | $0.3300 | 0.34% |
| 2016-02-23 | $0.3600 | 0.40% |
| 2016-05-24 | $0.3600 | 0.33% |
| 2016-08-24 | $0.3600 | 0.30% |
| 2016-11-23 | $0.3600 | 0.30% |
| 2017-02-22 | $0.4100 | 0.31% |
| 2017-05-24 | $0.4100 | 0.30% |
| 2017-08-24 | $0.4100 | 0.27% |
| 2017-11-27 | $0.4100 | 0.25% |
| 2018-02-23 | $0.5000 | 0.27% |
| 2018-05-25 | $0.5000 | 0.25% |
| 2018-08-27 | $0.5000 | 0.25% |
| 2018-11-27 | $0.5000 | 0.28% |
| 2019-02-25 | $0.5700 | 0.28% |
| 2019-05-28 | $0.5700 | 0.27% |
| 2019-08-26 | $0.5700 | 0.22% |
| 2019-11-25 | $0.5700 | 0.21% |
| 2020-02-25 | $0.6700 | 0.23% |
| 2020-05-26 | $0.6700 | 0.21% |
| 2020-08-25 | $0.6700 | 0.19% |
| 2020-11-24 | $0.6700 | 0.20% |
| 2021-02-23 | $0.7700 | 0.23% |
| 2021-05-25 | $0.7700 | 0.20% |
| 2021-08-25 | $0.7700 | 0.18% |
| 2021-11-24 | $0.7700 | 0.17% |
| 2022-02-09 | $0.7700 | 0.19% |
| 2022-05-26 | $0.8500 | 0.24% |
| 2022-08-25 | $0.8500 | 0.23% |
| 2022-11-25 | $0.8500 | 0.24% |
| 2023-02-23 | $0.9000 | 0.26% |
| 2023-05-25 | $0.9000 | 0.25% |
| 2023-08-25 | $0.9000 | 0.23% |
| 2023-11-27 | $0.9000 | 0.22% |
| 2024-02-26 | $0.9100 | 0.21% |
| 2024-05-29 | $0.9100 | 0.21% |
| 2024-08-27 | $0.9100 | 0.18% |
| 2024-11-26 | $0.9100 | 0.17% |
| 2025-02-26 | $0.9600 | 0.18% |
| 2025-05-28 | $0.9600 | 0.19% |
| 2025-08-26 | $0.9600 | 0.17% |
| 2025-11-25 | $0.9600 | 0.20% |
| 2026-02-25 | $0.9700 | 0.23% |
| Total | 166 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 |
|---|---|---|---|---|
| 2021-05-25 | $20.70 | $4.14 | $0.03 | 0.0436 |
| 2021-08-25 | $20.73 | $4.15 | $0.03 | 0.0378 |
| 2021-11-24 | $20.76 | $4.15 | $0.03 | 0.0358 |
| 2022-02-09 | $20.79 | $4.16 | $0.03 | 0.0407 |
| 2022-05-26 | $22.98 | $4.60 | $0.04 | 0.0521 |
| 2022-08-25 | $23.03 | $4.61 | $0.04 | 0.0484 |
| 2022-11-25 | $23.07 | $4.61 | $0.04 | 0.0515 |
| 2023-02-23 | $24.47 | $4.89 | $0.04 | 0.0561 |
| 2023-05-25 | $24.52 | $4.90 | $0.04 | 0.0546 |
| 2023-08-25 | $24.57 | $4.91 | $0.04 | 0.0505 |
| 2023-11-27 | $24.62 | $4.92 | $0.04 | 0.0477 |
| 2024-02-26 | $24.93 | $4.99 | $0.04 | 0.0459 |
| 2024-05-29 | $24.97 | $4.99 | $0.04 | 0.0469 |
| 2024-08-27 | $25.02 | $5.00 | $0.04 | 0.0395 |
| 2024-11-26 | $25.05 | $5.01 | $0.04 | 0.0383 |
| 2025-02-26 | $26.47 | $5.29 | $0.04 | 0.0399 |
| 2025-05-28 | $26.50 | $5.30 | $0.04 | 0.0414 |
| 2025-08-26 | $26.54 | $5.31 | $0.04 | 0.0384 |
| 2025-11-25 | $26.58 | $5.32 | $0.04 | 0.0429 |
| 2026-02-25 | $26.90 | $5.38 | $0.04 | 0.0507 |
| Total | $483.20 | $96.64 | $0.77 | 0.9029 |
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.