TransDigm Group Incorporated (TDG) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$23,902
Total Return
139.02%
CAGR
19.04%
Dividends
$3,690.68
Yield on Cost
36.91%

Rolling Returns

1-Month (21 Trading Days)
Average+1.68%
Median+1.71%
Best+26.56%
Worst-18.76%
% of Windows Positive58.7%
1-Year (252 Trading Days)
Average+28.10%
Median+21.07%
Best+80.09%
Worst-24.00%
% of Windows Positive85.1%
3-Year (756 Trading Days)
Average+136.15%
Median+132.33%
Best+225.97%
Worst+80.15%
% of Windows Positive100.0%

Risk Metrics

Maximum Drawdown -26.26%
Average Drawdown -7.05%
Drawdown Duration 176 Trading Days (Unrecovered)
Sortino Ratio 1.08
Calmar Ratio 0.73
CVaR (5%) -4.03%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -2.50% (-8.51% ann.) $250.18 $0.00 $0.00 $0.00
2025 +10.72% +$1071.59 $710.18 $142.04 $1.14
2024 +30.81% +$3080.91 $741.40 $148.28 $1.19
2023 +65.35% +$6534.88 $555.86 $111.17 $0.89
2022 +1.19% +$118.78 $290.75 $58.15 $0.47
2021 +2.82% +$281.65 $0.00 $0.00 $0.00
2020 +10.51% +$1050.89 $0.00 $0.00 $0.00
2019 +80.25% +$8024.57 $1882.26 $376.45 $3.01
2018 +23.83% +$2382.93 $0.00 $0.00 $0.00
2017 +17.74% +$1774.00 $883.68 $176.74 $1.41
2016 +17.00% +$1700.35 $1050.56 $210.11 $1.68
2015 +16.35% +$1634.84 $0.00 $0.00 $0.00
2014 +36.46% +$3645.51 $1552.60 $310.52 $2.48
2013 +32.73% +$3272.82 $1613.38 $322.68 $2.58
2012 +53.66% +$5365.51 $1343.02 $268.60 $2.15
2011 +32.87% +$3287.04 $0.00 $0.00 $0.00
2010 +51.63% +$5163.20 $0.00 $0.00 $0.00
2009 +60.90% +$6090.40 $2278.82 $455.76 $3.65
2008 -25.68% $2568.08 $0.00 $0.00 $0.00
2007 +70.39% +$7038.85 $0.00 $0.00 $0.00
2006 partial +10.00% (+12.80% ann.) +$1000.00 $0.00 $0.00 $0.00

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
China-WTO / housing-credit / commodity boom partial March 15, 2006 – October 9, 2007 +91.99% +51.56% +$9199.17 $0.00 $0.00 $0.00
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -34.28% -25.71% $3428.45 $0.00 $0.00 $0.00
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +344.65% +55.58% +$34464.63 $2486.99 $497.40 $3.98
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +808.46% +33.86% +$80845.70 $19231.83 $3846.37 $30.77
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -52.46% -99.98% $5246.41 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +59.81% +112.61% +$5980.72 $0.00 $0.00 $0.00
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +2.80% +2.65% +$279.77 $0.00 $0.00 $0.00
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 +3.09% +3.29% +$309.35 $320.04 $64.01 $0.51
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +121.18% +53.46% +$12117.84 $546.86 $109.37 $0.87
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +3.98% +2.52% +$398.28 $1230.08 $246.02 $1.97

Dividend History

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

Date Per Share Yield %
2009-10-14 $7.6500 15.40%
2012-10-23 $12.8500 8.72%
2013-07-11 $22.0000 13.68%
2014-06-12 $25.0000 12.80%
2016-10-20 $24.0000 8.52%
2017-08-31 $22.0000 7.96%
2019-08-15 $30.0000 5.57%
2019-12-27 $32.5000 5.44%
2022-08-18 $18.5000 2.77%
2023-11-17 $35.0000 3.55%
2024-10-04 $75.0000 5.29%
2025-09-02 $90.0000 6.43%
Total 12 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
2022-08-18 $294.16 $58.83 $0.47 0.3583
2023-11-17 $569.05 $113.81 $0.91 0.4744
2024-10-04 $1254.97 $250.99 $2.01 0.7392
2025-09-02 $1572.50 $314.50 $2.52 0.9621
Total $3690.68 $738.14 $5.91 2.5341

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.

CHE

CAGR 8.80% Total 8602.42% Final $870,242
1973-05-03 — 2026-04-14
LE

CAGR -8.53% Total -65.91% Final $3,409
2014-03-20 — 2026-04-14
SWIM

CAGR -26.43% Total -78.28% Final $2,172
2021-04-23 — 2026-04-14