SS&C Technologies Holdings, Inc. (SSNC) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$9,859
Total Return
-1.41%
CAGR
-0.28%
Dividends
$649.61
Yield on Cost
6.50%

Rolling Returns

1-Month (21 Trading Days)
Average+0.18%
Median+0.73%
Best+19.12%
Worst-18.97%
% of Windows Positive54.2%
1-Year (252 Trading Days)
Average+5.51%
Median+8.00%
Best+54.21%
Worst-38.29%
% of Windows Positive62.5%
3-Year (756 Trading Days)
Average+27.48%
Median+24.21%
Best+89.92%
Worst-15.25%
% of Windows Positive80.2%

Risk Metrics

Maximum Drawdown -44.43%
Average Drawdown -18.01%
Drawdown Duration 766 Trading Days
Sortino Ratio 0.15
Calmar Ratio -0.01
CVaR (5%) -3.65%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -21.78% (-44.16% ann.) $2178.27 $61.86 $12.37 $0.10
2025 +16.49% +$1648.85 $137.74 $27.55 $0.22
2024 +25.43% +$2542.59 $161.10 $32.22 $0.26
2023 +18.84% +$1884.24 $169.81 $33.96 $0.27
2022 -35.83% $3582.99 $97.93 $19.59 $0.16
2021 +13.53% +$1352.77 $93.74 $18.75 $0.15
2020 +19.30% +$1930.48 $86.56 $17.31 $0.14
2019 +36.94% +$3694.47 $94.43 $18.89 $0.15
2018 +11.95% +$1195.34 $74.24 $14.85 $0.12
2017 +42.33% +$4233.00 $93.21 $18.64 $0.15
2016 -15.67% $1567.47 $73.71 $14.74 $0.12
2015 +17.44% +$1743.54 $85.69 $17.14 $0.13
2014 +32.41% +$3241.00 $28.24 $5.65 $0.04
2013 +91.68% +$9168.47 $0.00 $0.00 $0.00
2012 +27.85% +$2785.16 $0.00 $0.00 $0.00
2011 -11.95% $1194.54 $0.00 $0.00 $0.00
2010 partial +36.01% (+50.45% ann.) +$3600.80 $0.00 $0.00 $0.00

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Policy-led rebound / euro-sovereign-crisis overlay partial March 31, 2010 – July 25, 2012 +61.41% +22.93% +$6140.58 $0.00 $0.00 $0.00
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +449.81% +25.26% +$44981.06 $1293.71 $258.75 $2.06
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -44.70% -99.88% $4469.96 $19.26 $3.85 $0.03
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +67.08% +128.40% +$6708.27 $68.50 $13.70 $0.11
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +22.45% +21.18% +$2244.85 $96.32 $19.26 $0.15
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -34.90% -36.60% $3490.07 $104.93 $20.99 $0.17
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +48.54% +23.80% +$4853.77 $351.36 $70.27 $0.56
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – June 3, 2026 -8.14% -4.86% $814.04 $244.69 $48.94 $0.39

Dividend History

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

Date Per Share Yield %
2014-11-26 $0.0625 0.25%
2015-02-26 $0.0625 0.20%
2015-05-28 $0.0625 0.21%
2015-08-28 $0.0625 0.18%
2015-11-27 $0.0625 0.18%
2016-03-03 $0.0625 0.21%
2016-05-27 $0.0625 0.20%
2016-08-30 $0.0630 0.19%
2016-11-29 $0.0630 0.20%
2017-02-27 $0.0630 0.18%
2017-05-30 $0.0630 0.17%
2017-08-30 $0.0700 0.18%
2017-11-30 $0.0700 0.17%
2018-02-28 $0.0700 0.14%
2018-05-31 $0.0700 0.14%
2018-08-31 $0.0800 0.14%
2018-11-29 $0.0800 0.17%
2019-02-28 $0.1000 0.16%
2019-05-31 $0.1000 0.18%
2019-08-30 $0.1000 0.22%
2019-11-29 $0.1250 0.21%
2020-02-28 $0.1250 0.23%
2020-05-29 $0.1250 0.22%
2020-08-31 $0.1400 0.22%
2020-11-30 $0.1400 0.20%
2021-02-26 $0.1600 0.24%
2021-05-28 $0.1600 0.22%
2021-08-31 $0.1600 0.21%
2021-11-30 $0.2000 0.25%
2022-02-28 $0.2000 0.26%
2022-05-31 $0.2000 0.31%
2022-08-31 $0.2000 0.35%
2022-11-30 $0.2000 0.39%
2023-02-28 $0.2000 0.34%
2023-05-31 $0.2000 0.36%
2023-08-31 $0.2400 0.42%
2023-11-30 $0.2400 0.43%
2024-02-29 $0.2400 0.38%
2024-06-03 $0.2400 0.39%
2024-09-03 $0.2500 0.33%
2024-12-02 $0.2500 0.32%
2025-03-03 $0.2500 0.28%
2025-06-02 $0.2500 0.31%
2025-09-02 $0.2700 0.30%
2025-12-01 $0.2700 0.31%
2026-03-02 $0.2700 0.36%
2026-06-01 $0.2700 0.40%
Total 47 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
2021-08-31 $22.00 $4.40 $0.03 0.2321
2021-11-30 $27.54 $5.51 $0.04 0.2881
2022-02-28 $27.60 $5.52 $0.04 0.2939
2022-05-31 $27.66 $5.53 $0.04 0.3451
2022-08-31 $27.73 $5.55 $0.04 0.3970
2022-11-30 $27.81 $5.56 $0.04 0.4130
2023-02-28 $27.89 $5.58 $0.04 0.3793
2023-05-31 $27.97 $5.59 $0.04 0.4062
2023-08-31 $33.66 $6.73 $0.05 0.4680
2023-11-30 $33.77 $6.75 $0.05 0.4792
2024-02-29 $33.88 $6.78 $0.05 0.4243
2024-06-03 $33.98 $6.80 $0.05 0.4390
2024-09-03 $35.51 $7.10 $0.06 0.3841
2024-12-02 $35.61 $7.12 $0.06 0.3693
2025-03-03 $35.70 $7.14 $0.06 0.3231
2025-06-02 $35.78 $7.16 $0.06 0.3601
2025-09-02 $38.74 $7.75 $0.06 0.3534
2025-12-01 $38.83 $7.77 $0.06 0.3600
2026-03-02 $38.93 $7.79 $0.06 0.4134
2026-06-01 $39.04 $7.81 $0.06 0.4512
Total $649.61 $129.92 $1.04 7.5798

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.

FMNB

CAGR 4.54% Total 237.59% Final $33,759
1999-01-04 — 2026-06-03
PCAR

CAGR 13.85% Total 39937.03% Final $4,003,703
1980-03-17 — 2026-06-03
AEP

CAGR 7.98% Total 7489.27% Final $758,927
1970-01-02 — 2026-06-03