T. Rowe Price Group, Inc. (TROW) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$6,569
Total Return
-34.31%
CAGR
-8.06%
Dividends
$1,683.25
Yield on Cost
16.83%
Rolling Returns
1-Month (21 Trading Days)
| Average | -0.57% |
| Median | -0.05% |
| Best | +30.78% |
| Worst | -24.85% |
| % of Windows Positive | 49.8% |
1-Year (252 Trading Days)
| Average | -9.56% |
| Median | -6.73% |
| Best | +32.97% |
| Worst | -52.54% |
| % of Windows Positive | 32.4% |
3-Year (756 Trading Days)
| Average | -19.62% |
| Median | -19.67% |
| Best | +18.44% |
| Worst | -49.54% |
| % of Windows Positive | 15.4% |
Risk Metrics
| Maximum Drawdown | -59.47% |
| Average Drawdown | -39.92% |
| Drawdown Duration | 1158 Trading Days (Unrecovered) |
| Sortino Ratio | -0.18 |
| Calmar Ratio | -0.14 |
| CVaR (5%) | -4.31% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -5.28% (-17.33% ann.) | $527.60 | $126.98 | $25.40 | $0.20 |
| 2025 | -5.66% | $565.55 | $456.50 | $91.30 | $0.73 |
| 2024 | +8.74% | +$873.65 | $466.67 | $93.33 | $0.75 |
| 2023 | +2.33% | +$232.97 | $453.51 | $90.70 | $0.73 |
| 2022 | -42.70% | $4269.53 | $246.99 | $49.40 | $0.40 |
| 2021 | +33.86% | +$3385.99 | $489.16 | $97.83 | $0.78 |
| 2020 | +27.15% | +$2715.28 | $298.26 | $59.65 | $0.48 |
| 2019 | +34.88% | +$3487.74 | $332.15 | $66.43 | $0.53 |
| 2018 | -10.20% | $1020.27 | $268.76 | $53.75 | $0.43 |
| 2017 | +42.58% | +$4258.16 | $305.76 | $61.15 | $0.49 |
| 2016 | +7.83% | +$783.03 | $304.91 | $60.98 | $0.49 |
| 2015 | -13.17% | $1316.71 | $481.97 | $96.39 | $0.77 |
| 2014 | +4.27% | +$427.33 | $211.46 | $42.29 | $0.34 |
| 2013 | +30.74% | +$3074.45 | $234.85 | $46.97 | $0.38 |
| 2012 | +17.79% | +$1779.06 | $419.03 | $83.81 | $0.67 |
| 2011 | -10.20% | $1020.03 | $193.34 | $38.67 | $0.31 |
| 2010 | +23.19% | +$2319.10 | $204.11 | $40.82 | $0.33 |
| 2009 | +53.37% | +$5336.78 | $284.74 | $56.95 | $0.46 |
| 2008 | -40.84% | $4084.23 | $158.54 | $31.71 | $0.25 |
| 2007 | +40.61% | +$4060.97 | $172.09 | $34.42 | $0.28 |
| 2006 | +22.73% | +$2273.45 | $144.93 | $28.99 | $0.23 |
| 2005 | +17.21% | +$1720.93 | $156.69 | $31.34 | $0.25 |
| 2004 | +32.76% | +$3276.13 | $169.53 | $33.91 | $0.27 |
| 2003 | +76.39% | +$7639.39 | $258.24 | $51.65 | $0.41 |
| 2002 | -20.13% | $2012.61 | $188.21 | $37.64 | $0.30 |
| 2001 | -16.60% | $1660.29 | $145.14 | $29.03 | $0.23 |
| 2000 | +15.62% | +$1561.91 | $146.80 | $29.36 | $0.23 |
| 1999 | +8.96% | +$895.85 | $126.03 | $25.21 | $0.20 |
| 1998 | +9.87% | +$987.07 | $113.27 | $22.65 | $0.18 |
| 1997 | +45.76% | +$4576.15 | $129.18 | $25.84 | $0.21 |
| 1996 | +78.62% | +$7862.39 | $181.58 | $36.32 | $0.29 |
| 1995 | +66.41% | +$6640.93 | $231.34 | $46.27 | $0.37 |
| 1994 | +4.85% | +$485.25 | $190.57 | $38.12 | $0.30 |
| 1993 | +29.23% | +$2922.93 | $196.69 | $39.34 | $0.32 |
| 1992 | +2.69% | +$269.19 | $167.67 | $33.53 | $0.27 |
| 1991 | +90.91% | +$9091.24 | $283.36 | $56.67 | $0.45 |
| 1990 | -16.28% | $1628.36 | $211.74 | $42.35 | $0.34 |
| 1989 | +72.03% | +$7202.58 | $250.73 | $50.15 | $0.40 |
| 1988 | +75.27% | +$7527.49 | $317.01 | $63.40 | $0.51 |
| 1987 | -33.67% | $3367.42 | $144.73 | $28.95 | $0.23 |
| 1986 partial | +18.75% (+25.85% ann.) | +$1874.67 | $38.83 | $7.77 | $0.06 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +217.28% | +28.63% | +$21727.69 | $1339.87 | $267.97 | $2.14 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | -27.61% | -11.80% | $2760.58 | $538.53 | $107.71 | $0.86 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +430.26% | +39.64% | +$43025.69 | $2076.20 | $415.24 | $3.32 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -62.92% | -50.45% | $6292.13 | $207.59 | $41.52 | $0.33 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +154.62% | +31.90% | +$15461.63 | $1675.14 | $335.03 | $2.68 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +179.98% | +14.57% | +$17998.22 | $3567.57 | $713.51 | $5.71 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -37.57% | -99.54% | $3756.94 | $65.34 | $13.07 | $0.10 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +51.17% | +94.42% | +$5116.58 | $201.71 | $40.34 | $0.32 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +55.76% | +52.26% | +$5575.75 | $527.47 | $105.49 | $0.84 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -44.87% | -46.86% | $4487.17 | $236.24 | $47.25 | $0.38 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -7.07% | -3.88% | $707.20 | $811.07 | $162.21 | $1.30 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | -5.76% | -3.71% | $575.98 | $722.40 | $144.48 | $1.16 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1986-12-19 | $0.0031 | 0.32% |
| 1987-03-23 | $0.0031 | 0.22% |
| 1987-06-22 | $0.0031 | 0.27% |
| 1987-09-21 | $0.0031 | 0.31% |
| 1987-12-24 | $0.0044 | 0.66% |
| 1988-03-21 | $0.0044 | 0.50% |
| 1988-06-20 | $0.0044 | 0.48% |
| 1988-09-26 | $0.0044 | 0.40% |
| 1988-12-23 | $0.0066 | 0.61% |
| 1989-03-22 | $0.0066 | 0.52% |
| 1989-06-16 | $0.0066 | 0.46% |
| 1989-09-22 | $0.0044 | 0.26% |
| 1989-12-22 | $0.0094 | 0.58% |
| 1990-03-16 | $0.0094 | 0.53% |
| 1990-06-15 | $0.0094 | 0.56% |
| 1990-09-24 | $0.0094 | 0.74% |
| 1990-12-20 | $0.0103 | 0.71% |
| 1991-03-18 | $0.0103 | 0.63% |
| 1991-06-17 | $0.0103 | 0.61% |
| 1991-09-23 | $0.0103 | 0.49% |
| 1991-12-20 | $0.0112 | 0.51% |
| 1992-03-23 | $0.0112 | 0.46% |
| 1992-06-19 | $0.0112 | 0.52% |
| 1992-09-24 | $0.0112 | 0.48% |
| 1992-12-21 | $0.0131 | 0.49% |
| 1993-03-19 | $0.0131 | 0.46% |
| 1993-06-18 | $0.0131 | 0.47% |
| 1993-09-24 | $0.0131 | 0.34% |
| 1993-12-23 | $0.0163 | 0.46% |
| 1994-03-18 | $0.0163 | 0.34% |
| 1994-06-17 | $0.0163 | 0.43% |
| 1994-09-26 | $0.0163 | 0.39% |
| 1994-12-22 | $0.0200 | 0.53% |
| 1995-03-20 | $0.0200 | 0.50% |
| 1995-06-20 | $0.0200 | 0.44% |
| 1995-09-27 | $0.0200 | 0.34% |
| 1995-12-26 | $0.0262 | 0.41% |
| 1996-03-20 | $0.0262 | 0.38% |
| 1996-06-20 | $0.0262 | 0.38% |
| 1996-09-25 | $0.0262 | 0.32% |
| 1996-12-26 | $0.0325 | 0.29% |
| 1997-03-19 | $0.0325 | 0.31% |
| 1997-06-19 | $0.0325 | 0.26% |
| 1997-09-24 | $0.0325 | 0.20% |
| 1997-12-24 | $0.0425 | 0.28% |
| 1998-03-19 | $0.0425 | 0.24% |
| 1998-06-18 | $0.0425 | 0.24% |
| 1998-09-23 | $0.0425 | 0.32% |
| 1998-12-23 | $0.0500 | 0.28% |
| 1999-03-23 | $0.0500 | 0.28% |
| 1999-06-21 | $0.0500 | 0.29% |
| 1999-09-22 | $0.0500 | 0.35% |
| 1999-12-23 | $0.0650 | 0.37% |
| 2000-03-22 | $0.0650 | 0.36% |
| 2000-06-21 | $0.0650 | 0.30% |
| 2000-09-20 | $0.0650 | 0.27% |
| 2000-12-27 | $0.0750 | 0.35% |
| 2001-03-21 | $0.0750 | 0.47% |
| 2001-06-20 | $0.0750 | 0.42% |
| 2001-09-19 | $0.0750 | 0.47% |
| 2001-12-24 | $0.0800 | 0.47% |
| 2002-03-19 | $0.0800 | 0.39% |
| 2002-06-19 | $0.0800 | 0.46% |
| 2002-09-25 | $0.0800 | 0.64% |
| 2002-12-24 | $0.0850 | 0.59% |
| 2003-03-19 | $0.0850 | 0.61% |
| 2003-06-18 | $0.0850 | 0.44% |
| 2003-09-24 | $0.0850 | 0.39% |
| 2003-12-23 | $0.0950 | 0.42% |
| 2004-03-19 | $0.0950 | 0.36% |
| 2004-06-23 | $0.0950 | 0.39% |
| 2004-09-23 | $0.0950 | 0.37% |
| 2004-12-22 | $0.1150 | 0.37% |
| 2005-03-22 | $0.1150 | 0.37% |
| 2005-06-22 | $0.1150 | 0.38% |
| 2005-09-22 | $0.1150 | 0.37% |
| 2005-12-28 | $0.1400 | 0.39% |
| 2006-03-22 | $0.1400 | 0.37% |
| 2006-06-22 | $0.0700 | 0.19% |
| 2006-09-26 | $0.1400 | 0.30% |
| 2006-12-27 | $0.1700 | 0.39% |
| 2007-03-21 | $0.1700 | 0.36% |
| 2007-06-20 | $0.1700 | 0.32% |
| 2007-09-19 | $0.1700 | 0.31% |
| 2007-12-26 | $0.2400 | 0.38% |
| 2008-03-12 | $0.2400 | 0.48% |
| 2008-06-12 | $0.2400 | 0.42% |
| 2008-09-11 | $0.2400 | 0.41% |
| 2008-12-16 | $0.2400 | 0.77% |
| 2009-03-12 | $0.2500 | 1.00% |
| 2009-06-11 | $0.2500 | 0.57% |
| 2009-09-10 | $0.2500 | 0.55% |
| 2009-12-11 | $0.2500 | 0.50% |
| 2010-03-12 | $0.2700 | 0.51% |
| 2010-06-10 | $0.2700 | 0.57% |
| 2010-09-10 | $0.2700 | 0.56% |
| 2010-12-10 | $0.2700 | 0.43% |
| 2011-03-11 | $0.3100 | 0.48% |
| 2011-06-10 | $0.3100 | 0.53% |
| 2011-09-12 | $0.3100 | 0.63% |
| 2011-12-12 | $0.3100 | 0.53% |
| 2012-03-13 | $0.3400 | 0.54% |
| 2012-06-12 | $0.3400 | 0.58% |
| 2012-09-11 | $0.3400 | 0.54% |
| 2012-12-12 | $0.3400 | 0.52% |
| 2012-12-13 | $1.0000 | 1.54% |
| 2013-03-11 | $0.3800 | 0.51% |
| 2013-06-11 | $0.3800 | 0.50% |
| 2013-09-11 | $0.3800 | 0.53% |
| 2013-12-12 | $0.3800 | 0.48% |
| 2014-03-12 | $0.4400 | 0.53% |
| 2014-06-11 | $0.4400 | 0.53% |
| 2014-09-11 | $0.4400 | 0.55% |
| 2014-12-12 | $0.4400 | 0.52% |
| 2015-03-12 | $0.5200 | 0.64% |
| 2015-04-07 | $2.0000 | 2.44% |
| 2015-06-11 | $0.5200 | 0.66% |
| 2015-09-11 | $0.5200 | 0.73% |
| 2015-12-14 | $0.5200 | 0.73% |
| 2016-03-14 | $0.5400 | 0.74% |
| 2016-06-13 | $0.5400 | 0.74% |
| 2016-09-13 | $0.5400 | 0.79% |
| 2016-12-13 | $0.5400 | 0.71% |
| 2017-03-14 | $0.5700 | 0.79% |
| 2017-06-13 | $0.5700 | 0.77% |
| 2017-09-13 | $0.5700 | 0.67% |
| 2017-12-13 | $0.5700 | 0.56% |
| 2018-03-14 | $0.7000 | 0.60% |
| 2018-06-14 | $0.7000 | 0.56% |
| 2018-09-13 | $0.7000 | 0.64% |
| 2018-12-13 | $0.7000 | 0.74% |
| 2019-03-14 | $0.7600 | 0.75% |
| 2019-06-13 | $0.7600 | 0.72% |
| 2019-09-12 | $0.7600 | 0.63% |
| 2019-12-13 | $0.7600 | 0.61% |
| 2020-03-13 | $0.9000 | 0.98% |
| 2020-06-12 | $0.9000 | 0.76% |
| 2020-09-14 | $0.9000 | 0.72% |
| 2020-12-14 | $0.9000 | 0.59% |
| 2021-03-15 | $1.0800 | 0.62% |
| 2021-06-14 | $1.0800 | 0.56% |
| 2021-06-24 | $3.0000 | 1.53% |
| 2021-09-14 | $1.0800 | 0.50% |
| 2021-12-15 | $1.0800 | 0.57% |
| 2022-03-14 | $1.2000 | 0.88% |
| 2022-06-14 | $1.2000 | 1.11% |
| 2022-09-14 | $1.2000 | 1.03% |
| 2022-12-15 | $1.2000 | 1.01% |
| 2023-03-14 | $1.2200 | 1.14% |
| 2023-06-14 | $1.2200 | 1.09% |
| 2023-09-14 | $1.2200 | 1.12% |
| 2023-12-14 | $1.2200 | 1.18% |
| 2024-03-14 | $1.2400 | 1.05% |
| 2024-06-14 | $1.2400 | 1.06% |
| 2024-09-13 | $1.2400 | 1.18% |
| 2024-12-13 | $1.2400 | 1.03% |
| 2025-03-14 | $1.2700 | 1.38% |
| 2025-06-13 | $1.2700 | 1.34% |
| 2025-09-15 | $1.2700 | 1.20% |
| 2025-12-15 | $1.2700 | 1.21% |
| 2026-03-16 | $1.3000 | 1.47% |
| Total | 161 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 |
|---|---|---|---|---|
| 2021-06-14 | $61.74 | $12.35 | $0.10 | 0.2559 |
| 2021-06-24 | $172.27 | $34.45 | $0.28 | 0.7048 |
| 2021-09-14 | $62.78 | $12.56 | $0.10 | 0.2355 |
| 2021-12-15 | $63.03 | $12.61 | $0.10 | 0.2598 |
| 2022-03-14 | $70.35 | $14.07 | $0.11 | 0.4102 |
| 2022-06-14 | $70.84 | $14.17 | $0.11 | 0.5253 |
| 2022-09-14 | $71.47 | $14.29 | $0.11 | 0.4987 |
| 2022-12-15 | $72.07 | $14.41 | $0.12 | 0.5139 |
| 2023-03-14 | $73.90 | $14.78 | $0.12 | 0.5536 |
| 2023-06-14 | $74.57 | $14.91 | $0.12 | 0.5357 |
| 2023-09-14 | $75.23 | $15.05 | $0.12 | 0.5458 |
| 2023-12-14 | $75.89 | $15.18 | $0.12 | 0.5646 |
| 2024-03-14 | $77.84 | $15.57 | $0.12 | 0.5408 |
| 2024-06-14 | $78.51 | $15.70 | $0.13 | 0.5455 |
| 2024-09-13 | $79.19 | $15.84 | $0.13 | 0.6046 |
| 2024-12-13 | $79.94 | $15.99 | $0.13 | 0.5339 |
| 2025-03-14 | $82.55 | $16.51 | $0.13 | 0.7084 |
| 2025-06-13 | $83.45 | $16.69 | $0.13 | 0.7275 |
| 2025-09-15 | $84.37 | $16.87 | $0.13 | 0.6467 |
| 2025-12-15 | $85.19 | $17.04 | $0.14 | 0.6564 |
| 2026-03-16 | $88.06 | $17.61 | $0.14 | 0.8046 |
| Total | $1683.25 | $336.65 | $2.69 | 11.3723 |
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.