Starwood Property Trust, Inc. (STWD) Stock Total Returns

Growth of $10,000 chart

2021-04-14 to 2026-04-14
to
$
%
%
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Investment Performance

Final Value
$10,413
Total Return
4.13%
CAGR
0.81%
Dividends
$4,540.21
Yield on Cost
45.40%

Rolling Returns

1-Month (21 Trading Days)
Average+0.17%
Median-0.06%
Best+21.13%
Worst-20.48%
% of Windows Positive49.7%
1-Year (252 Trading Days)
Average+1.26%
Median+1.58%
Best+38.25%
Worst-25.79%
% of Windows Positive55.5%
3-Year (756 Trading Days)
Average+6.44%
Median+5.48%
Best+34.75%
Worst-12.60%
% of Windows Positive66.5%

Risk Metrics

Maximum Drawdown -31.40%
Average Drawdown -9.30%
Drawdown Duration 816 Trading Days
Sortino Ratio 0.22
Calmar Ratio 0.03
CVaR (5%) -3.60%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +2.28% (+8.25% ann.) +$228.23 $266.52 $53.30 $0.43
2025 +2.83% +$282.76 $1042.99 $208.60 $1.67
2024 -2.60% $259.69 $940.21 $188.04 $1.50
2023 +24.13% +$2413.19 $1081.06 $216.21 $1.73
2022 -18.66% $1866.15 $811.30 $162.26 $1.30
2021 +33.79% +$3378.69 $1017.66 $203.53 $1.63
2020 -13.88% $1388.26 $807.56 $161.51 $1.29
2019 +34.58% +$3457.96 $999.05 $199.81 $1.60
2018 -0.75% $75.47 $923.89 $184.78 $1.48
2017 +4.21% +$420.72 $897.40 $179.48 $1.44
2016 +14.88% +$1487.65 $961.37 $192.27 $1.54
2015 -5.07% $506.61 $847.58 $169.51 $1.35
2014 +11.15% +$1114.66 $881.26 $176.25 $1.41
2013 +27.67% +$2766.73 $809.67 $161.93 $1.30
2012 +32.61% +$3261.33 $1031.32 $206.26 $1.65
2011 -7.46% $746.10 $830.85 $166.16 $1.32
2010 +19.36% +$1935.70 $647.33 $129.46 $1.03
2009 partial -5.10% (-12.69% ann.) $510.39 $55.02 $11.00 $0.09

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Policy-led rebound / euro-sovereign-crisis overlay partial August 12, 2009 – July 25, 2012 +28.74% +8.94% +$2874.23 $2112.87 $422.55 $3.38
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +140.01% +12.27% +$14000.98 $10037.13 $2007.40 $16.07
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -65.35% -100.00% $6534.62 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +76.37% +149.18% +$7637.14 $1688.10 $337.62 $2.70
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +64.10% +59.98% +$6409.51 $1179.53 $235.90 $1.89
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -12.35% -13.07% $1235.46 $788.25 $157.65 $1.26
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +11.24% +5.91% +$1123.82 $1683.32 $336.66 $2.70
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 -0.36% -0.23% $35.60 $1713.89 $342.78 $2.74

Dividend History

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

Date Per Share Yield %
2009-10-28 $0.0081 0.05%
2009-12-28 $0.0806 0.53%
2010-03-29 $0.1774 1.14%
2010-06-28 $0.2016 1.41%
2010-09-28 $0.2661 1.66%
2010-12-29 $0.3225 1.86%
2011-03-29 $0.3387 1.83%
2011-06-28 $0.3548 2.17%
2011-09-28 $0.3548 2.40%
2011-12-28 $0.3548 2.32%
2012-03-28 $0.3548 2.05%
2012-06-27 $0.3548 2.10%
2012-09-26 $0.3548 1.82%
2012-12-27 $0.4354 2.32%
2013-03-26 $0.3548 1.56%
2013-06-26 $0.3709 1.92%
2013-09-26 $0.3709 1.89%
2013-12-27 $0.3709 1.66%
2014-03-27 $0.4800 2.04%
2014-06-26 $0.4800 2.01%
2014-09-26 $0.4800 2.11%
2014-12-29 $0.4800 2.03%
2015-03-27 $0.4800 1.97%
2015-06-26 $0.4800 2.12%
2015-09-28 $0.4800 2.24%
2015-12-29 $0.4800 2.26%
2016-03-29 $0.4800 2.50%
2016-06-28 $0.4800 2.39%
2016-09-28 $0.4800 2.08%
2016-12-28 $0.4800 2.15%
2017-03-29 $0.4800 2.10%
2017-06-28 $0.4800 2.11%
2017-09-28 $0.4800 2.17%
2017-12-28 $0.4800 2.20%
2018-03-28 $0.4800 2.26%
2018-06-28 $0.4800 2.16%
2018-09-27 $0.4800 2.22%
2018-12-28 $0.4800 2.35%
2019-03-28 $0.4800 2.12%
2019-06-27 $0.4800 2.10%
2019-09-27 $0.4800 1.93%
2019-12-30 $0.4800 1.89%
2020-03-30 $0.4800 3.72%
2020-06-29 $0.4800 3.17%
2020-09-29 $0.4800 3.01%
2020-12-30 $0.4800 2.43%
2021-03-30 $0.4800 1.93%
2021-06-29 $0.4800 1.80%
2021-09-29 $0.4800 1.89%
2021-12-30 $0.4800 1.93%
2022-03-30 $0.4800 1.94%
2022-06-29 $0.4800 2.19%
2022-09-29 $0.4800 2.36%
2022-12-29 $0.4800 2.57%
2023-03-30 $0.4800 2.75%
2023-06-29 $0.4800 2.47%
2023-09-28 $0.4800 2.46%
2023-12-28 $0.4800 2.18%
2024-03-27 $0.4800 2.37%
2024-06-28 $0.4800 2.51%
2024-09-30 $0.4800 2.31%
2024-12-31 $0.4800 2.50%
2025-03-31 $0.4800 2.42%
2025-06-30 $0.4800 2.35%
2025-09-30 $0.4800 2.41%
2025-12-31 $0.4800 2.58%
2026-03-31 $0.4800 2.76%
Total 67 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
2021-06-29 $190.02 $38.00 $0.30 5.8195
2021-09-29 $192.82 $38.56 $0.31 6.1726
2021-12-30 $195.78 $39.16 $0.31 6.4114
2022-03-30 $198.86 $39.77 $0.32 6.6850
2022-06-29 $202.07 $40.41 $0.32 7.7302
2022-09-29 $205.78 $41.16 $0.33 8.9047
2022-12-29 $210.05 $42.01 $0.34 9.1193
2023-03-30 $214.43 $42.89 $0.34 9.9593
2023-06-29 $219.21 $43.84 $0.35 9.0870
2023-09-28 $223.57 $44.71 $0.36 9.2534
2023-12-28 $228.01 $45.60 $0.36 8.5387
2024-03-27 $232.11 $46.42 $0.37 9.1155
2024-06-28 $236.48 $47.30 $0.38 9.9689
2024-09-30 $241.27 $48.25 $0.39 9.4520
2024-12-31 $245.81 $49.16 $0.39 10.3564
2025-03-31 $250.78 $50.16 $0.40 10.1276
2025-06-30 $255.64 $51.13 $0.41 10.1696
2025-09-30 $260.52 $52.10 $0.42 10.7383
2025-12-31 $265.68 $53.14 $0.43 11.7777
2026-03-31 $271.33 $54.27 $0.43 12.5801
Total $4540.21 $908.04 $7.27 181.9671

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.

SYK

CAGR 19.95% Total 435998.21% Final $43,609,821
1980-03-17 — 2026-04-14
CHWY

CAGR -4.31% Total -26.01% Final $7,399
2019-06-14 — 2026-04-14
LFCR

CAGR -2.93% Total -59.22% Final $4,078
1996-02-15 — 2026-04-14