State Street Corporation (STT) Stock Total Returns
Growth of $10,000 chart
2021-04-16 to 2026-04-16 to
$
%
%
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Investment Performance
Final Value
$20,047
Total Return
100.47%
CAGR
14.93%
Dividends
$1,812.93
Yield on Cost
18.13%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.32% |
| Median | +1.10% |
| Best | +32.75% |
| Worst | -26.91% |
| % of Windows Positive | 57.2% |
1-Year (252 Trading Days)
| Average | +11.75% |
| Median | +8.14% |
| Best | +89.19% |
| Worst | -33.03% |
| % of Windows Positive | 65.2% |
3-Year (756 Trading Days)
| Average | +38.03% |
| Median | +20.75% |
| Best | +108.14% |
| Worst | -10.25% |
| % of Windows Positive | 85.4% |
Risk Metrics
| Maximum Drawdown | -41.60% |
| Average Drawdown | -15.36% |
| Drawdown Duration | 706 Trading Days |
| Sortino Ratio | 0.85 |
| Calmar Ratio | 0.36 |
| CVaR (5%) | -4.68% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +11.14% (+43.90% ann.) | +$1114.12 | $130.56 | $26.11 | $0.21 |
| 2025 | +34.71% | +$3470.70 | $320.98 | $64.20 | $0.51 |
| 2024 | +29.47% | +$2946.94 | $278.35 | $55.67 | $0.45 |
| 2023 | +2.77% | +$277.12 | $344.03 | $68.81 | $0.55 |
| 2022 | -14.29% | $1428.59 | $260.67 | $52.13 | $0.42 |
| 2021 | +30.39% | +$3039.00 | $301.88 | $60.38 | $0.48 |
| 2020 | -5.48% | $547.78 | $265.83 | $53.17 | $0.43 |
| 2019 | +28.54% | +$2853.74 | $317.00 | $63.40 | $0.51 |
| 2018 | -34.25% | $3425.47 | $183.39 | $36.68 | $0.29 |
| 2017 | +27.37% | +$2737.47 | $207.02 | $41.40 | $0.33 |
| 2016 | +19.26% | +$1926.16 | $218.62 | $43.72 | $0.35 |
| 2015 | -14.19% | $1419.39 | $169.06 | $33.81 | $0.27 |
| 2014 | +8.35% | +$834.62 | $158.86 | $31.77 | $0.25 |
| 2013 | +58.10% | +$5810.04 | $222.34 | $44.47 | $0.36 |
| 2012 | +18.66% | +$1866.49 | $239.72 | $47.94 | $0.38 |
| 2011 | -11.77% | $1176.72 | $156.16 | $31.23 | $0.25 |
| 2010 | +6.52% | +$651.56 | $9.19 | $1.84 | $0.01 |
| 2009 | +10.79% | +$1079.11 | $10.17 | $2.03 | $0.02 |
| 2008 | -50.84% | $5084.40 | $117.51 | $23.50 | $0.19 |
| 2007 | +21.61% | +$2160.92 | $131.00 | $26.20 | $0.21 |
| 2006 | +22.90% | +$2290.26 | $144.88 | $28.98 | $0.23 |
| 2005 | +14.19% | +$1419.23 | $147.26 | $29.45 | $0.24 |
| 2004 | -4.67% | $466.94 | $123.37 | $24.67 | $0.20 |
| 2003 | +34.99% | +$3499.37 | $144.26 | $28.85 | $0.23 |
| 2002 | -24.70% | $2469.52 | $92.14 | $18.43 | $0.15 |
| 2001 | -15.29% | $1529.00 | $65.38 | $13.08 | $0.10 |
| 2000 | +70.84% | +$7083.69 | $94.63 | $18.93 | $0.15 |
| 1999 | +4.86% | +$485.96 | $85.76 | $17.15 | $0.14 |
| 1998 | +21.28% | +$2128.12 | $89.58 | $17.92 | $0.14 |
| 1997 | +81.36% | +$8136.36 | $136.59 | $27.32 | $0.22 |
| 1996 | +45.18% | +$4518.07 | $169.63 | $33.93 | $0.27 |
| 1995 | +59.47% | +$5946.53 | $238.95 | $47.79 | $0.38 |
| 1994 | -22.61% | $2261.26 | $160.77 | $32.15 | $0.26 |
| 1993 | -13.31% | $1331.08 | $119.34 | $23.87 | $0.19 |
| 1992 | +37.50% | +$3750.32 | $139.07 | $27.81 | $0.22 |
| 1991 | +86.42% | +$8641.81 | $221.85 | $44.37 | $0.36 |
| 1990 | -9.78% | $978.26 | $174.20 | $34.84 | $0.28 |
| 1989 | +50.27% | +$5027.14 | $227.76 | $45.55 | $0.36 |
| 1988 | +34.76% | +$3475.99 | $261.68 | $52.34 | $0.42 |
| 1987 | -13.92% | $1392.44 | $70.22 | $14.04 | $0.11 |
| 1986 | +13.33% | +$1333.33 | $0.00 | $0.00 | $0.00 |
| 1985 | +79.35% | +$7934.78 | $0.00 | $0.00 | $0.00 |
| 1984 | +58.62% | +$5862.07 | $0.00 | $0.00 | $0.00 |
| 1983 | +4.98% | +$497.74 | $0.00 | $0.00 | $0.00 |
| 1982 | +78.95% | +$7894.73 | $0.00 | $0.00 | $0.00 |
| 1981 | +49.70% | +$4969.68 | $0.00 | $0.00 | $0.00 |
| 1980 partial | +70.10% (+95.70% ann.) | +$7010.34 | $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 | +283.32% | +34.04% | +$28331.58 | $1181.16 | $236.23 | $1.89 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | -2.05% | -0.80% | $205.08 | $329.37 | $65.87 | $0.53 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +112.60% | +16.29% | +$11260.07 | $1049.97 | $209.99 | $1.68 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -74.41% | -61.89% | $7440.71 | $169.50 | $33.90 | $0.27 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +92.89% | +21.48% | +$9288.89 | $621.59 | $124.32 | $0.99 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +124.47% | +11.28% | +$12447.09 | $2895.64 | $579.13 | $4.63 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -44.52% | -99.88% | $4452.43 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 25, 2020 – November 6, 2020 | +28.73% | +50.40% | +$2872.91 | $318.25 | $63.65 | $0.51 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +35.76% | +33.65% | +$3576.10 | $306.35 | $61.27 | $0.49 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -13.26% | -14.01% | $1325.51 | $265.22 | $53.04 | $0.42 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +14.09% | +7.37% | +$1409.27 | $594.86 | $118.97 | $0.95 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 16, 2026 | +69.77% | +39.96% | +$6977.30 | $650.62 | $130.12 | $1.04 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1987-09-25 | $0.0055 | 0.14% |
| 1987-12-28 | $0.0150 | 0.60% |
| 1988-03-25 | $0.0150 | 0.50% |
| 1988-06-27 | $0.0163 | 0.54% |
| 1988-09-27 | $0.0163 | 0.50% |
| 1988-12-27 | $0.0175 | 0.56% |
| 1989-03-28 | $0.0175 | 0.51% |
| 1989-06-27 | $0.0187 | 0.47% |
| 1989-09-26 | $0.0187 | 0.43% |
| 1989-12-26 | $0.0200 | 0.42% |
| 1990-03-27 | $0.0200 | 0.42% |
| 1990-06-26 | $0.0213 | 0.41% |
| 1990-09-25 | $0.0213 | 0.58% |
| 1990-12-26 | $0.0225 | 0.51% |
| 1991-03-25 | $0.0225 | 0.38% |
| 1991-06-25 | $0.0238 | 0.40% |
| 1991-09-25 | $0.0238 | 0.35% |
| 1991-12-26 | $0.0262 | 0.35% |
| 1992-03-26 | $0.0262 | 0.33% |
| 1992-06-25 | $0.0275 | 0.32% |
| 1992-09-25 | $0.0275 | 0.29% |
| 1992-12-28 | $0.0300 | 0.27% |
| 1993-03-26 | $0.0300 | 0.26% |
| 1993-06-25 | $0.0325 | 0.40% |
| 1993-09-27 | $0.0325 | 0.38% |
| 1993-12-28 | $0.0350 | 0.37% |
| 1994-03-25 | $0.0350 | 0.37% |
| 1994-06-27 | $0.0375 | 0.38% |
| 1994-09-27 | $0.0375 | 0.41% |
| 1994-12-23 | $0.0400 | 0.55% |
| 1995-03-28 | $0.0400 | 0.51% |
| 1995-06-29 | $0.0425 | 0.46% |
| 1995-09-28 | $0.0425 | 0.41% |
| 1995-12-28 | $0.0450 | 0.40% |
| 1996-03-28 | $0.0450 | 0.36% |
| 1996-06-27 | $0.0475 | 0.36% |
| 1996-09-27 | $0.0475 | 0.33% |
| 1996-12-30 | $0.0500 | 0.31% |
| 1997-03-27 | $0.0500 | 0.27% |
| 1997-06-27 | $0.0550 | 0.23% |
| 1997-09-29 | $0.0550 | 0.18% |
| 1997-12-30 | $0.0600 | 0.21% |
| 1998-03-30 | $0.0600 | 0.18% |
| 1998-06-29 | $0.0650 | 0.19% |
| 1998-09-29 | $0.0650 | 0.23% |
| 1998-12-30 | $0.0700 | 0.20% |
| 1999-03-30 | $0.0700 | 0.17% |
| 1999-06-29 | $0.0750 | 0.18% |
| 1999-09-29 | $0.0750 | 0.24% |
| 1999-12-30 | $0.0800 | 0.22% |
| 2000-03-30 | $0.0800 | 0.17% |
| 2000-06-29 | $0.0850 | 0.16% |
| 2000-09-28 | $0.0850 | 0.14% |
| 2000-12-28 | $0.0950 | 0.15% |
| 2001-03-29 | $0.0950 | 0.20% |
| 2001-06-28 | $0.1000 | 0.21% |
| 2001-09-27 | $0.1000 | 0.23% |
| 2001-12-28 | $0.1100 | 0.21% |
| 2002-03-27 | $0.1100 | 0.20% |
| 2002-06-27 | $0.1200 | 0.28% |
| 2002-09-27 | $0.1200 | 0.30% |
| 2002-12-30 | $0.1300 | 0.33% |
| 2003-03-28 | $0.1300 | 0.41% |
| 2003-06-27 | $0.1400 | 0.36% |
| 2003-09-29 | $0.1400 | 0.31% |
| 2003-12-30 | $0.1500 | 0.29% |
| 2004-03-30 | $0.1500 | 0.28% |
| 2004-06-29 | $0.1600 | 0.33% |
| 2004-09-29 | $0.1600 | 0.38% |
| 2004-12-30 | $0.1700 | 0.35% |
| 2005-03-30 | $0.1700 | 0.40% |
| 2005-06-29 | $0.1800 | 0.37% |
| 2005-09-29 | $0.1800 | 0.38% |
| 2005-12-29 | $0.1900 | 0.33% |
| 2006-03-30 | $0.1900 | 0.32% |
| 2006-06-29 | $0.2000 | 0.35% |
| 2006-09-28 | $0.2000 | 0.32% |
| 2006-12-28 | $0.2100 | 0.31% |
| 2007-03-29 | $0.2100 | 0.32% |
| 2007-06-27 | $0.2200 | 0.32% |
| 2007-09-27 | $0.2200 | 0.33% |
| 2007-12-28 | $0.2300 | 0.28% |
| 2008-03-28 | $0.2300 | 0.29% |
| 2008-06-27 | $0.2400 | 0.36% |
| 2008-09-29 | $0.2400 | 0.40% |
| 2008-12-30 | $0.2400 | 0.67% |
| 2009-03-30 | $0.0100 | 0.03% |
| 2009-06-29 | $0.0100 | 0.02% |
| 2009-09-29 | $0.0100 | 0.02% |
| 2009-12-30 | $0.0100 | 0.02% |
| 2010-03-30 | $0.0100 | 0.02% |
| 2010-06-29 | $0.0100 | 0.03% |
| 2010-09-29 | $0.0100 | 0.03% |
| 2010-12-30 | $0.0100 | 0.02% |
| 2011-03-30 | $0.1800 | 0.41% |
| 2011-06-29 | $0.1800 | 0.41% |
| 2011-09-29 | $0.1800 | 0.56% |
| 2011-12-29 | $0.1800 | 0.45% |
| 2012-03-29 | $0.2400 | 0.53% |
| 2012-06-28 | $0.2400 | 0.56% |
| 2012-09-27 | $0.2400 | 0.58% |
| 2012-12-28 | $0.2400 | 0.52% |
| 2013-03-27 | $0.2600 | 0.44% |
| 2013-06-27 | $0.2600 | 0.40% |
| 2013-09-27 | $0.2600 | 0.39% |
| 2013-12-30 | $0.2600 | 0.36% |
| 2014-03-28 | $0.2600 | 0.38% |
| 2014-06-27 | $0.3000 | 0.44% |
| 2014-09-29 | $0.3000 | 0.40% |
| 2014-12-30 | $0.3000 | 0.38% |
| 2015-03-30 | $0.3000 | 0.41% |
| 2015-06-29 | $0.3400 | 0.43% |
| 2015-09-29 | $0.3400 | 0.51% |
| 2015-12-30 | $0.3400 | 0.50% |
| 2016-03-30 | $0.3400 | 0.58% |
| 2016-06-29 | $0.3400 | 0.66% |
| 2016-09-29 | $0.3800 | 0.54% |
| 2016-12-29 | $0.3800 | 0.48% |
| 2017-03-30 | $0.3800 | 0.48% |
| 2017-06-29 | $0.3800 | 0.42% |
| 2017-09-29 | $0.4200 | 0.44% |
| 2017-12-29 | $0.4200 | 0.43% |
| 2018-03-29 | $0.4200 | 0.43% |
| 2018-06-29 | $0.4200 | 0.45% |
| 2018-09-28 | $0.4700 | 0.55% |
| 2018-12-31 | $0.4700 | 0.74% |
| 2019-03-29 | $0.4700 | 0.71% |
| 2019-06-28 | $0.4700 | 0.84% |
| 2019-09-30 | $0.5200 | 0.87% |
| 2019-12-31 | $0.5200 | 0.65% |
| 2020-03-31 | $0.5200 | 1.00% |
| 2020-06-30 | $0.5200 | 0.84% |
| 2020-09-30 | $0.5200 | 0.87% |
| 2020-12-31 | $0.5200 | 0.72% |
| 2021-03-31 | $0.5200 | 0.60% |
| 2021-06-30 | $0.5200 | 0.63% |
| 2021-09-30 | $0.5700 | 0.66% |
| 2021-12-31 | $0.5700 | 0.61% |
| 2022-03-31 | $0.5700 | 0.62% |
| 2022-06-30 | $0.5700 | 0.89% |
| 2022-09-30 | $0.6300 | 1.02% |
| 2022-12-30 | $0.6300 | 0.80% |
| 2023-03-31 | $0.6300 | 0.84% |
| 2023-06-30 | $0.6300 | 0.86% |
| 2023-09-29 | $0.6900 | 1.02% |
| 2023-12-29 | $0.6900 | 0.88% |
| 2024-03-28 | $0.6900 | 0.90% |
| 2024-07-01 | $0.6900 | 0.93% |
| 2024-10-01 | $0.7600 | 0.86% |
| 2025-01-02 | $0.7600 | 0.77% |
| 2025-04-01 | $0.7600 | 0.85% |
| 2025-07-01 | $0.7600 | 0.71% |
| 2025-10-01 | $0.8400 | 0.72% |
| 2026-01-02 | $0.8400 | 0.65% |
| 2026-04-01 | $0.8400 | 0.66% |
| Total | 155 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-16 to 2026-04-16. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-06-30 | $64.65 | $12.93 | $0.10 | 0.6274 |
| 2021-09-30 | $71.23 | $14.25 | $0.11 | 0.6712 |
| 2021-12-31 | $71.61 | $14.32 | $0.11 | 0.6148 |
| 2022-03-31 | $71.96 | $14.39 | $0.12 | 0.6595 |
| 2022-06-30 | $72.34 | $14.47 | $0.12 | 0.9368 |
| 2022-09-30 | $80.54 | $16.11 | $0.13 | 1.0574 |
| 2022-12-30 | $81.21 | $16.24 | $0.13 | 0.8358 |
| 2023-03-31 | $81.73 | $16.35 | $0.13 | 0.8621 |
| 2023-06-30 | $82.28 | $16.46 | $0.13 | 0.8976 |
| 2023-09-29 | $90.73 | $18.15 | $0.15 | 1.0818 |
| 2023-12-29 | $91.48 | $18.30 | $0.15 | 0.9429 |
| 2024-03-28 | $92.13 | $18.43 | $0.15 | 0.9513 |
| 2024-07-01 | $92.78 | $18.56 | $0.15 | 1.0071 |
| 2024-10-01 | $102.96 | $20.59 | $0.16 | 0.9487 |
| 2025-01-02 | $103.68 | $20.74 | $0.17 | 0.8451 |
| 2025-04-01 | $104.33 | $20.87 | $0.17 | 0.9378 |
| 2025-07-01 | $105.04 | $21.01 | $0.17 | 0.7841 |
| 2025-10-01 | $116.75 | $23.35 | $0.19 | 0.8222 |
| 2026-01-02 | $117.44 | $23.49 | $0.19 | 0.7265 |
| 2026-04-01 | $118.06 | $23.61 | $0.19 | 0.7349 |
| Total | $1812.93 | $362.59 | $2.90 | 16.9450 |
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.