TPG Inc. (TPG) Stock Total Returns
Growth of $10,000 chart
2022-01-13 to 2026-06-03 to
$
%
%
Loading chart…
Investment Performance
Final Value
$13,773
Total Return
37.73%
CAGR
7.57%
Dividends
$2,323.59
Yield on Cost
23.24%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.48% |
| Median | +1.54% |
| Best | +42.45% |
| Worst | -32.08% |
| % of Windows Positive | 54.2% |
1-Year (252 Trading Days)
| Average | +27.48% |
| Median | +16.40% |
| Best | +162.39% |
| Worst | -24.79% |
| % of Windows Positive | 74.8% |
3-Year (756 Trading Days)
| Average | +97.86% |
| Median | +101.06% |
| Best | +170.31% |
| Worst | +31.65% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -44.95% |
| Average Drawdown | -18.10% |
| Drawdown Duration | 102 Trading Days (Unrecovered) |
| Sortino Ratio | 0.55 |
| Calmar Ratio | 0.17 |
| CVaR (5%) | -5.71% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -34.97% (-63.96% ann.) | $3496.59 | $188.98 | $37.79 | $0.30 |
| 2025 | +4.43% | +$443.09 | $318.43 | $63.69 | $0.51 |
| 2024 | +49.57% | +$4956.91 | $386.53 | $77.30 | $0.62 |
| 2023 | +60.93% | +$6093.48 | $509.93 | $101.97 | $0.82 |
| 2022 partial | -15.75% (-16.34% ann.) | $1575.19 | $323.92 | $64.78 | $0.53 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Inflation shock / duration crash / aggressive tightening partial | January 13, 2022 – November 9, 2022 | +6.63% | +8.13% | +$663.04 | $245.67 | $49.13 | $0.40 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +50.76% | +24.79% | +$5076.34 | $743.17 | $148.62 | $1.19 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -26.07% | -16.23% | $2606.54 | $627.03 | $125.40 | $1.00 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2022-05-19 | $0.4400 | 1.62% |
| 2022-08-18 | $0.3900 | 1.20% |
| 2022-11-18 | $0.2600 | 0.73% |
| 2023-02-24 | $0.5000 | 1.52% |
| 2023-05-24 | $0.2000 | 0.78% |
| 2023-08-17 | $0.2200 | 0.83% |
| 2023-11-16 | $0.4800 | 1.40% |
| 2024-02-22 | $0.4400 | 1.01% |
| 2024-05-17 | $0.4100 | 0.94% |
| 2024-08-16 | $0.4200 | 0.85% |
| 2024-11-14 | $0.3800 | 0.58% |
| 2025-02-21 | $0.5300 | 0.91% |
| 2025-05-19 | $0.4100 | 0.79% |
| 2025-08-18 | $0.5900 | 0.93% |
| 2025-11-14 | $0.4500 | 0.78% |
| 2026-02-19 | $0.6100 | 1.27% |
| 2026-05-11 | $0.5900 | 1.32% |
| Total | 17 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2022-01-13 to 2026-06-03. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2022-05-19 | $129.41 | $25.88 | $0.21 | 3.9801 |
| 2022-08-18 | $116.26 | $23.25 | $0.19 | 2.8631 |
| 2022-11-18 | $78.25 | $15.65 | $0.13 | 1.7633 |
| 2023-02-24 | $151.36 | $30.27 | $0.24 | 3.8086 |
| 2023-05-24 | $61.31 | $12.26 | $0.10 | 1.9524 |
| 2023-08-17 | $67.87 | $13.57 | $0.11 | 2.0689 |
| 2023-11-16 | $149.07 | $29.81 | $0.24 | 3.5170 |
| 2024-02-22 | $138.19 | $27.64 | $0.22 | 2.5546 |
| 2024-05-17 | $129.82 | $25.96 | $0.21 | 2.4165 |
| 2024-08-16 | $134.00 | $26.80 | $0.21 | 2.1914 |
| 2024-11-14 | $122.07 | $24.41 | $0.20 | 1.4789 |
| 2025-02-21 | $171.04 | $34.21 | $0.27 | 2.4114 |
| 2025-05-19 | $133.30 | $26.66 | $0.21 | 2.0938 |
| 2025-08-18 | $193.06 | $38.61 | $0.31 | 2.4682 |
| 2025-11-14 | $148.36 | $29.67 | $0.24 | 2.0468 |
| 2026-02-19 | $202.36 | $40.47 | $0.32 | 3.6241 |
| 2026-05-11 | $197.86 | $39.57 | $0.32 | 3.6240 |
| Total | $2323.59 | $464.69 | $3.73 | 44.8631 |
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.