Tootsie Roll Industries, Inc. (TR) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$16,501
Total Return
65.01%
CAGR
10.54%
Dividends
$619.10
Yield on Cost
6.19%

Rolling Returns

1-Month (21 Trading Days)
Average+1.03%
Median+0.70%
Best+21.63%
Worst-17.66%
% of Windows Positive54.7%
1-Year (252 Trading Days)
Average+9.46%
Median+8.87%
Best+54.53%
Worst-31.52%
% of Windows Positive66.8%
3-Year (756 Trading Days)
Average+7.65%
Median+5.39%
Best+45.56%
Worst-10.93%
% of Windows Positive70.9%

Risk Metrics

Maximum Drawdown -36.61%
Average Drawdown -15.77%
Drawdown Duration 665 Trading Days
Sortino Ratio 0.78
Calmar Ratio 0.29
CVaR (5%) -3.34%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +21.45% (+97.90% ann.) +$2145.27 $24.46 $4.89 $0.04
2025 +17.63% +$1762.87 $114.10 $22.82 $0.18
2024 +1.13% +$112.58 $111.02 $22.20 $0.18
2023 -18.92% $1892.43 $87.35 $17.47 $0.14
2022 +22.01% +$2200.90 $102.68 $20.53 $0.16
2021 +26.74% +$2673.53 $125.27 $25.05 $0.20
2020 -12.22% $1222.14 $105.79 $21.16 $0.17
2019 +3.03% +$302.54 $108.10 $21.62 $0.17
2018 -4.61% $460.66 $102.23 $20.45 $0.16
2017 -4.95% $495.19 $93.55 $18.71 $0.15
2016 +30.62% +$3062.24 $116.76 $23.35 $0.19
2015 +7.10% +$709.52 $117.33 $23.47 $0.19
2014 -2.13% $213.33 $100.99 $20.20 $0.16
2013 +30.39% +$3038.52 $126.77 $25.36 $0.20
2012 +12.30% +$1230.08 $347.82 $69.56 $0.56
2011 -17.49% $1749.28 $110.15 $22.03 $0.18
2010 +6.82% +$682.25 $116.56 $23.31 $0.19
2009 +11.37% +$1136.53 $128.48 $25.70 $0.21
2008 -2.83% $283.35 $120.67 $24.13 $0.19
2007 -12.79% $1278.57 $105.30 $21.06 $0.17
2006 +17.44% +$1743.92 $114.32 $22.86 $0.18
2005 -13.31% $1330.52 $85.90 $17.18 $0.14
2004 -0.24% $24.33 $80.31 $16.06 $0.13
2003 +21.72% +$2171.79 $94.27 $18.85 $0.15
2002 -18.63% $1862.90 $73.95 $14.79 $0.12
2001 -12.14% $1213.67 $62.73 $12.55 $0.10
2000 +44.95% +$4494.71 $85.59 $17.12 $0.14
1999 -12.81% $1281.35 $63.82 $12.76 $0.10
1998 +29.50% +$2950.32 $64.87 $12.97 $0.10
1997 +63.28% +$6328.38 $82.31 $16.46 $0.13
1996 +0.61% +$60.65 $69.81 $13.96 $0.11
1995 +29.54% +$2954.41 $77.88 $15.58 $0.12
1994 -12.91% $1290.73 $59.97 $11.99 $0.10
1993 -5.81% $581.29 $357.73 $71.55 $0.57
1992 +8.67% +$867.13 $363.62 $72.72 $0.58
1991 +84.98% +$8497.56 $396.07 $79.21 $0.63
1990 +14.78% +$1478.03 $353.26 $70.65 $0.57
1989 +22.37% +$2236.68 $76.18 $15.24 $0.12
1988 -1.85% $184.98 $74.31 $14.86 $0.12
1987 +16.74% +$1673.84 $84.71 $16.94 $0.14
1986 +34.67% +$3467.04 $25.37 $5.07 $0.04
1985 +90.73% +$9072.58 $0.00 $0.00 $0.00
1984 +74.65% +$7464.79 $0.00 $0.00 $0.00
1983 +21.37% +$2136.74 $0.00 $0.00 $0.00
1982 +23.16% +$2315.77 $0.00 $0.00 $0.00
1981 +31.94% +$3194.47 $0.00 $0.00 $0.00
1980 partial +22.03% (+28.62% ann.) +$2203.40 $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 +81.54% +13.89% +$8153.58 $510.63 $102.12 $0.82
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 +11.78% +4.42% +$1177.96 $254.69 $50.94 $0.41
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +9.83% +1.89% +$983.32 $551.09 $110.22 $0.88
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -22.84% -16.77% $2284.12 $182.31 $36.46 $0.29
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +26.33% +7.17% +$2633.16 $530.48 $106.09 $0.85
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +81.60% +8.20% +$8159.71 $1447.41 $289.48 $2.32
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 +1.39% +17.03% +$138.76 $25.56 $5.11 $0.04
Policy bazooka / monetary euphoria March 25, 2020 – November 6, 2020 -10.90% -17.01% $1089.88 $52.43 $10.49 $0.08
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +11.89% +11.25% +$1189.08 $125.56 $25.11 $0.20
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 +35.83% +38.43% +$3583.27 $117.40 $23.48 $0.19
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -16.82% -9.46% $1682.48 $156.50 $31.30 $0.25
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +43.23% +25.73% +$4322.57 $198.86 $39.77 $0.32

Dividend History

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

Date Per Share Yield %
1986-12-16 $0.0060 0.19%
1987-03-16 $0.0060 0.16%
1987-06-17 $0.0069 0.20%
1987-09-18 $0.0069 0.18%
1987-12-17 $0.0069 0.20%
1988-03-11 $0.0068 0.19%
1988-06-14 $0.0068 0.18%
1988-09-23 $0.0068 0.19%
1988-12-16 $0.0068 0.19%
1989-03-10 $0.0068 0.21%
1989-06-15 $0.0068 0.19%
1989-09-18 $0.0068 0.17%
1989-12-15 $0.0068 0.15%
1990-03-09 $0.1330 3.00%
1990-06-15 $0.0068 0.13%
1990-09-21 $0.0068 0.16%
1990-12-18 $0.0068 0.15%
1991-03-12 $0.1688 3.00%
1991-06-18 $0.0078 0.12%
1991-09-20 $0.0078 0.12%
1991-12-17 $0.0078 0.09%
1992-03-12 $0.2818 3.08%
1992-06-17 $0.0090 0.12%
1992-09-22 $0.0090 0.09%
1992-09-24 $0.0090 0.10%
1992-12-17 $0.0090 0.09%
1993-03-12 $0.2961 3.08%
1993-06-17 $0.0113 0.13%
1993-09-24 $0.0113 0.14%
1993-12-20 $0.0113 0.13%
1994-03-07 $0.0113 0.13%
1994-06-17 $0.0131 0.18%
1994-09-21 $0.0131 0.18%
1994-12-16 $0.0131 0.20%
1995-03-06 $0.0125 0.16%
1995-06-20 $0.0149 0.18%
1995-09-22 $0.0148 0.16%
1995-12-20 $0.0148 0.16%
1996-03-07 $0.0143 0.15%
1996-06-26 $0.0172 0.20%
1996-09-20 $0.0172 0.21%
1996-12-18 $0.0172 0.20%
1997-03-07 $0.0172 0.17%
1997-06-24 $0.0202 0.17%
1997-10-02 $0.0202 0.16%
1997-12-18 $0.0202 0.13%
1998-03-06 $0.0203 0.11%
1998-06-18 $0.0266 0.13%
1998-10-01 $0.0263 0.15%
1998-12-17 $0.0263 0.14%
1999-03-05 $0.0277 0.12%
1999-06-17 $0.0329 0.15%
1999-09-29 $0.0329 0.21%
1999-12-16 $0.0329 0.21%
2000-03-03 $0.0339 0.22%
2000-06-15 $0.0376 0.19%
2000-09-27 $0.0376 0.18%
2000-12-14 $0.0376 0.19%
2001-03-02 $0.0388 0.15%
2001-06-14 $0.0388 0.16%
2001-09-26 $0.0388 0.19%
2001-12-13 $0.0388 0.18%
2002-03-01 $0.0399 0.16%
2002-06-13 $0.0399 0.16%
2002-09-25 $0.0399 0.23%
2002-12-18 $0.0399 0.23%
2003-02-28 $0.0411 0.24%
2003-06-13 $0.0411 0.22%
2003-09-24 $0.0411 0.22%
2003-12-17 $0.0411 0.19%
2004-02-27 $0.0424 0.19%
2004-06-14 $0.0424 0.21%
2004-09-29 $0.0424 0.24%
2004-12-15 $0.0424 0.21%
2005-03-09 $0.0424 0.23%
2005-06-10 $0.0436 0.22%
2005-10-05 $0.0436 0.22%
2005-12-14 $0.0499 0.27%
2006-03-08 $0.0513 0.30%
2006-06-13 $0.0513 0.28%
2006-10-04 $0.0513 0.27%
2006-12-13 $0.0513 0.25%
2007-03-07 $0.0616 0.32%
2007-06-14 $0.0529 0.28%
2007-10-03 $0.0529 0.29%
2007-12-13 $0.0529 0.32%
2008-03-06 $0.0545 0.35%
2008-06-16 $0.0545 0.30%
2008-10-01 $0.0545 0.28%
2008-12-18 $0.0545 0.32%
2009-03-06 $0.0547 0.41%
2009-06-16 $0.0561 0.36%
2009-10-01 $0.0561 0.34%
2009-12-17 $0.0561 0.30%
2010-03-05 $0.0547 0.28%
2010-06-22 $0.0561 0.32%
2010-09-30 $0.0561 0.32%
2010-12-16 $0.0561 0.28%
2011-03-04 $0.0547 0.27%
2011-06-21 $0.0561 0.28%
2011-09-29 $0.0561 0.34%
2011-12-15 $0.0561 0.34%
2012-03-02 $0.0547 0.33%
2012-06-14 $0.0561 0.35%
2012-09-27 $0.0561 0.30%
2012-12-13 $0.4068 2.12%
2013-03-01 $0.0563 0.29%
2013-06-13 $0.0578 0.25%
2013-10-03 $0.0578 0.26%
2013-12-19 $0.0578 0.25%
2014-02-28 $0.0580 0.27%
2014-06-12 $0.0595 0.28%
2014-10-02 $0.0595 0.29%
2014-12-18 $0.0595 0.27%
2015-03-06 $0.0598 0.24%
2015-06-11 $0.0690 0.28%
2015-10-01 $0.0690 0.29%
2015-12-17 $0.0690 0.28%
2016-03-04 $0.0687 0.26%
2016-06-16 $0.0710 0.24%
2016-10-05 $0.0710 0.25%
2016-12-15 $0.0710 0.23%
2017-03-03 $0.0732 0.23%
2017-06-15 $0.0732 0.25%
2017-09-29 $0.0732 0.24%
2017-12-15 $0.0732 0.25%
2018-03-05 $0.0754 0.27%
2018-06-15 $0.0754 0.31%
2018-10-04 $0.0754 0.31%
2018-12-14 $0.0754 0.27%
2019-03-04 $0.0754 0.24%
2019-06-14 $0.0754 0.23%
2019-10-04 $0.0754 0.25%
2019-12-19 $0.0754 0.26%
2020-03-02 $0.0754 0.28%
2020-06-12 $0.0754 0.25%
2020-10-02 $0.0754 0.29%
2020-12-18 $0.0754 0.30%
2021-03-04 $0.0776 0.28%
2021-06-17 $0.0776 0.28%
2021-10-08 $0.0776 0.28%
2021-12-21 $0.0776 0.24%
2022-03-04 $0.0800 0.26%
2022-06-17 $0.0800 0.28%
2022-10-07 $0.0800 0.27%
2022-12-20 $0.0800 0.21%
2023-03-03 $0.0824 0.21%
2023-06-16 $0.0824 0.24%
2023-10-06 $0.0824 0.29%
2023-12-19 $0.0824 0.27%
2024-03-05 $0.0820 0.27%
2024-06-20 $0.0848 0.32%
2024-10-08 $0.0848 0.31%
2024-12-18 $0.0848 0.28%
2025-03-05 $0.0845 0.28%
2025-06-18 $0.0874 0.27%
2025-10-07 $0.0874 0.21%
2025-12-24 $0.0874 0.24%
2026-03-05 $0.0870 0.21%
Total 159 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
2021-06-17 $28.50 $5.70 $0.05 0.8035
2021-10-08 $28.56 $5.71 $0.05 0.8467
2021-12-21 $28.63 $5.73 $0.05 0.7053
2022-03-04 $29.54 $5.91 $0.05 0.7679
2022-06-17 $29.60 $5.92 $0.05 0.8226
2022-10-07 $29.67 $5.93 $0.05 0.7985
2022-12-20 $29.73 $5.95 $0.05 0.6171
2023-03-03 $30.68 $6.14 $0.05 0.6271
2023-06-16 $30.73 $6.15 $0.05 0.7031
2023-10-06 $30.79 $6.16 $0.05 0.8769
2023-12-19 $30.86 $6.17 $0.05 0.8032
2024-03-05 $30.79 $6.16 $0.05 0.8219
2024-06-20 $31.92 $6.38 $0.05 0.9461
2024-10-08 $32.00 $6.40 $0.05 0.9198
2024-12-18 $32.08 $6.42 $0.05 0.8561
2025-03-05 $32.01 $6.40 $0.05 0.8424
2025-06-18 $33.19 $6.64 $0.05 0.8068
2025-10-07 $33.26 $6.65 $0.05 0.6368
2025-12-24 $33.32 $6.66 $0.05 0.7322
2026-03-05 $33.24 $6.65 $0.05 0.6411
Total $619.10 $123.82 $0.99 15.5750

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.

WSM

CAGR 15.83% Total 53630.93% Final $5,373,093
1983-07-07 — 2026-04-14
EOG

CAGR 12.65% Total 7661.78% Final $776,178
1989-10-04 — 2026-04-14
NVCT

CAGR 26.60% Total 168.62% Final $26,862
2022-02-04 — 2026-04-14