The Travelers Companies, Inc. (TRV) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$20,856
Total Return
108.56%
CAGR
15.84%
Dividends
$1,331.72
Yield on Cost
13.32%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.36% |
| Median | +1.11% |
| Best | +20.40% |
| Worst | -11.58% |
| % of Windows Positive | 58.1% |
1-Year (252 Trading Days)
| Average | +17.45% |
| Median | +16.81% |
| Best | +64.90% |
| Worst | -10.13% |
| % of Windows Positive | 91.7% |
3-Year (756 Trading Days)
| Average | +60.92% |
| Median | +60.55% |
| Best | +94.91% |
| Worst | +34.04% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -19.08% |
| Average Drawdown | -5.41% |
| Drawdown Duration | 167 Trading Days |
| Sortino Ratio | 1.13 |
| Calmar Ratio | 0.83 |
| CVaR (5%) | -3.08% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +3.59% (+13.17% ann.) | +$358.55 | $37.92 | $7.58 | $0.06 |
| 2025 | +21.98% | +$2198.31 | $181.48 | $36.30 | $0.29 |
| 2024 | +28.30% | +$2829.78 | $219.09 | $43.82 | $0.35 |
| 2023 | +3.46% | +$346.10 | $211.05 | $42.21 | $0.34 |
| 2022 | +21.89% | +$2189.37 | $236.13 | $47.23 | $0.38 |
| 2021 | +13.46% | +$1345.82 | $250.31 | $50.06 | $0.40 |
| 2020 | +4.78% | +$477.58 | $248.17 | $49.63 | $0.40 |
| 2019 | +16.47% | +$1646.95 | $271.60 | $54.32 | $0.43 |
| 2018 | -10.07% | $1006.53 | $224.90 | $44.98 | $0.36 |
| 2017 | +12.85% | +$1284.67 | $232.80 | $46.56 | $0.37 |
| 2016 | +10.45% | +$1044.93 | $233.76 | $46.75 | $0.37 |
| 2015 | +8.59% | +$859.30 | $226.42 | $45.29 | $0.36 |
| 2014 | +19.06% | +$1905.68 | $239.18 | $47.84 | $0.38 |
| 2013 | +28.46% | +$2845.94 | $274.88 | $54.98 | $0.44 |
| 2012 | +24.12% | +$2411.54 | $305.23 | $61.05 | $0.49 |
| 2011 | +8.64% | +$863.52 | $287.76 | $57.55 | $0.46 |
| 2010 | +14.18% | +$1418.14 | $285.12 | $57.02 | $0.46 |
| 2009 | +12.82% | +$1282.13 | $274.68 | $54.94 | $0.44 |
| 2008 | -14.22% | $1421.72 | $222.89 | $44.58 | $0.36 |
| 2007 | +1.93% | +$193.13 | $211.84 | $42.37 | $0.34 |
| 2006 | +22.35% | +$2235.24 | $227.70 | $45.54 | $0.36 |
| 2005 | +22.66% | +$2265.64 | $247.20 | $49.44 | $0.40 |
| 2004 | -4.24% | $424.11 | $295.27 | $59.05 | $0.47 |
| 2003 | +19.45% | +$1944.82 | $344.10 | $68.82 | $0.55 |
| 2002 | -20.55% | $2055.27 | $266.14 | $53.23 | $0.43 |
| 2001 | -17.38% | $1737.65 | $207.78 | $41.56 | $0.33 |
| 2000 | +64.71% | +$6471.21 | $323.65 | $64.73 | $0.52 |
| 1999 | -0.68% | $68.11 | $301.66 | $60.33 | $0.48 |
| 1998 | -13.40% | $1339.94 | $245.46 | $49.09 | $0.39 |
| 1997 | +42.76% | +$4275.87 | $323.18 | $64.64 | $0.52 |
| 1996 | +8.06% | +$806.28 | $319.45 | $63.89 | $0.51 |
| 1995 | +27.35% | +$2734.81 | $360.94 | $72.19 | $0.58 |
| 1994 | +2.54% | +$254.25 | $337.64 | $67.53 | $0.54 |
| 1993 | +19.85% | +$1984.65 | $367.44 | $73.49 | $0.59 |
| 1992 | +8.80% | +$880.47 | $377.46 | $75.50 | $0.60 |
| 1991 | +19.86% | +$1985.76 | $419.33 | $83.86 | $0.67 |
| 1990 | +9.73% | +$973.40 | $411.07 | $82.22 | $0.66 |
| 1989 | +40.42% | +$4042.25 | $512.36 | $102.47 | $0.82 |
| 1988 | -1.89% | $188.56 | $440.81 | $88.16 | $0.71 |
| 1987 | +15.48% | +$1548.04 | $153.34 | $30.66 | $0.24 |
| 1986 | -49.61% | $4960.88 | $0.00 | $0.00 | $0.00 |
| 1985 | +48.95% | +$4895.11 | $0.00 | $0.00 | $0.00 |
| 1984 | -11.36% | $1136.37 | $0.00 | $0.00 | $0.00 |
| 1983 | -1.02% | $102.25 | $0.00 | $0.00 | $0.00 |
| 1982 | +25.06% | +$2506.39 | $0.00 | $0.00 | $0.00 |
| 1981 | +26.13% | +$2612.91 | $0.00 | $0.00 | $0.00 |
| 1980 | -4.91% | $490.80 | $0.00 | $0.00 | $0.00 |
| 1979 | +22.56% | +$2255.64 | $0.00 | $0.00 | $0.00 |
| 1978 | +5.56% | +$555.55 | $0.00 | $0.00 | $0.00 |
| 1977 | -12.50% | $1250.00 | $0.00 | $0.00 | $0.00 |
| 1976 | +16.60% | +$1659.91 | $0.00 | $0.00 | $0.00 |
| 1975 partial | -11.47% (-63.62% ann.) | $1146.95 | $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 | +4.29% | +0.92% | +$428.55 | $1833.74 | $366.75 | $2.93 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +27.71% | +9.97% | +$2771.46 | $1402.34 | $280.47 | $2.24 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +101.44% | +15.05% | +$10144.02 | $1929.39 | $385.88 | $3.08 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -35.73% | -26.87% | $3572.99 | $334.61 | $66.92 | $0.54 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +83.53% | +19.71% | +$8352.59 | $1392.39 | $278.48 | $2.23 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +150.90% | +12.93% | +$15090.47 | $3348.27 | $669.65 | $5.36 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -33.68% | -99.08% | $3367.83 | $61.20 | $12.24 | $0.10 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +37.03% | +66.01% | +$3702.77 | $181.84 | $36.37 | $0.29 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +15.60% | +14.74% | +$1560.04 | $259.53 | $51.91 | $0.42 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +26.14% | +27.96% | +$2613.96 | $247.99 | $49.60 | $0.40 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +36.22% | +18.15% | +$3621.62 | $441.02 | $88.20 | $0.71 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +27.39% | +16.68% | +$2738.74 | $273.40 | $54.68 | $0.44 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1987-08-24 | $0.0440 | 0.32% |
| 1987-12-24 | $0.1100 | 0.98% |
| 1988-03-25 | $0.1250 | 1.10% |
| 1988-06-24 | $0.1250 | 1.17% |
| 1988-09-26 | $0.1250 | 1.16% |
| 1988-12-23 | $0.1250 | 1.14% |
| 1989-03-27 | $0.1375 | 1.13% |
| 1989-06-26 | $0.1375 | 1.04% |
| 1989-09-25 | $0.1375 | 0.93% |
| 1989-12-22 | $0.1375 | 0.94% |
| 1990-03-26 | $0.1500 | 0.99% |
| 1990-06-25 | $0.1500 | 1.03% |
| 1990-09-24 | $0.1500 | 1.14% |
| 1990-12-24 | $0.1500 | 0.98% |
| 1991-03-22 | $0.1625 | 0.95% |
| 1991-06-24 | $0.1625 | 1.03% |
| 1991-09-24 | $0.1625 | 1.01% |
| 1991-12-24 | $0.1625 | 0.94% |
| 1992-03-25 | $0.1700 | 0.95% |
| 1992-06-24 | $0.1700 | 0.91% |
| 1992-09-24 | $0.1700 | 0.98% |
| 1992-12-24 | $0.1700 | 0.87% |
| 1993-03-25 | $0.1750 | 0.88% |
| 1993-06-24 | $0.1750 | 0.89% |
| 1993-09-24 | $0.1750 | 0.75% |
| 1993-12-27 | $0.1750 | 0.78% |
| 1994-03-25 | $0.1875 | 0.96% |
| 1994-06-24 | $0.1875 | 0.95% |
| 1994-09-26 | $0.1875 | 0.92% |
| 1994-12-23 | $0.1875 | 0.83% |
| 1995-03-27 | $0.2000 | 0.79% |
| 1995-06-28 | $0.2000 | 0.81% |
| 1995-09-27 | $0.2000 | 0.73% |
| 1995-12-27 | $0.2000 | 0.71% |
| 1996-03-27 | $0.2200 | 0.78% |
| 1996-06-26 | $0.2200 | 0.82% |
| 1996-09-26 | $0.2200 | 0.80% |
| 1996-12-27 | $0.2200 | 0.74% |
| 1997-03-26 | $0.2350 | 0.68% |
| 1997-06-26 | $0.2350 | 0.60% |
| 1997-09-26 | $0.2350 | 0.59% |
| 1997-12-29 | $0.2350 | 0.58% |
| 1998-03-27 | $0.2500 | 0.55% |
| 1998-06-26 | $0.2500 | 0.61% |
| 1998-09-28 | $0.2500 | 0.72% |
| 1998-12-29 | $0.2500 | 0.71% |
| 1999-03-29 | $0.2600 | 0.81% |
| 1999-06-28 | $0.2600 | 0.80% |
| 1999-09-28 | $0.2600 | 0.89% |
| 1999-12-29 | $0.2600 | 0.78% |
| 2000-03-29 | $0.2700 | 0.90% |
| 2000-06-28 | $0.2700 | 0.77% |
| 2000-09-27 | $0.2700 | 0.55% |
| 2000-12-27 | $0.2700 | 0.49% |
| 2001-03-28 | $0.2800 | 0.68% |
| 2001-06-27 | $0.2800 | 0.54% |
| 2001-09-26 | $0.2800 | 0.71% |
| 2001-12-27 | $0.2800 | 0.65% |
| 2002-03-26 | $0.2900 | 0.65% |
| 2002-06-26 | $0.2900 | 0.74% |
| 2002-09-26 | $0.2900 | 0.97% |
| 2002-12-27 | $0.2900 | 0.85% |
| 2003-03-27 | $0.2900 | 0.88% |
| 2003-06-26 | $0.2900 | 0.79% |
| 2003-09-26 | $0.2900 | 0.77% |
| 2003-12-29 | $0.2900 | 0.75% |
| 2004-03-29 | $0.2900 | 0.73% |
| 2004-04-02 | $0.2100 | 0.52% |
| 2004-06-08 | $0.2200 | 0.53% |
| 2004-09-08 | $0.2200 | 0.64% |
| 2004-12-08 | $0.2200 | 0.60% |
| 2005-03-08 | $0.2200 | 0.57% |
| 2005-06-08 | $0.2300 | 0.60% |
| 2005-09-07 | $0.2300 | 0.53% |
| 2005-12-07 | $0.2300 | 0.51% |
| 2006-03-08 | $0.2300 | 0.54% |
| 2006-06-07 | $0.2600 | 0.61% |
| 2006-09-06 | $0.2600 | 0.59% |
| 2006-12-06 | $0.2600 | 0.50% |
| 2007-03-07 | $0.2600 | 0.50% |
| 2007-06-06 | $0.2900 | 0.53% |
| 2007-09-06 | $0.2900 | 0.57% |
| 2007-12-06 | $0.2900 | 0.54% |
| 2008-03-06 | $0.2900 | 0.61% |
| 2008-06-06 | $0.3000 | 0.60% |
| 2008-09-08 | $0.3000 | 0.69% |
| 2008-12-08 | $0.3000 | 0.69% |
| 2009-03-06 | $0.3000 | 0.88% |
| 2009-06-08 | $0.3000 | 0.69% |
| 2009-09-08 | $0.3000 | 0.60% |
| 2009-12-08 | $0.3300 | 0.65% |
| 2010-03-08 | $0.3300 | 0.61% |
| 2010-06-08 | $0.3600 | 0.75% |
| 2010-09-08 | $0.3600 | 0.72% |
| 2010-12-08 | $0.3600 | 0.66% |
| 2011-03-08 | $0.3600 | 0.61% |
| 2011-06-08 | $0.4100 | 0.67% |
| 2011-09-07 | $0.4100 | 0.84% |
| 2011-12-07 | $0.4100 | 0.74% |
| 2012-03-07 | $0.4100 | 0.72% |
| 2012-06-06 | $0.4600 | 0.76% |
| 2012-09-06 | $0.4600 | 0.71% |
| 2012-12-06 | $0.4600 | 0.62% |
| 2013-03-06 | $0.4600 | 0.56% |
| 2013-06-06 | $0.5000 | 0.61% |
| 2013-09-06 | $0.5000 | 0.62% |
| 2013-12-06 | $0.5000 | 0.57% |
| 2014-03-06 | $0.5000 | 0.59% |
| 2014-06-06 | $0.5500 | 0.58% |
| 2014-09-08 | $0.5500 | 0.58% |
| 2014-12-08 | $0.5500 | 0.52% |
| 2015-03-06 | $0.5500 | 0.51% |
| 2015-06-08 | $0.6100 | 0.61% |
| 2015-09-08 | $0.6100 | 0.62% |
| 2015-12-08 | $0.6100 | 0.54% |
| 2016-03-08 | $0.6100 | 0.55% |
| 2016-06-08 | $0.6700 | 0.58% |
| 2016-09-07 | $0.6700 | 0.56% |
| 2016-12-07 | $0.6700 | 0.57% |
| 2017-03-08 | $0.6700 | 0.55% |
| 2017-06-07 | $0.7200 | 0.58% |
| 2017-09-07 | $0.7200 | 0.61% |
| 2017-12-08 | $0.7200 | 0.54% |
| 2018-03-08 | $0.7200 | 0.52% |
| 2018-06-07 | $0.7700 | 0.60% |
| 2018-09-07 | $0.7700 | 0.58% |
| 2018-12-07 | $0.7700 | 0.61% |
| 2019-03-08 | $0.7700 | 0.59% |
| 2019-06-07 | $0.8200 | 0.55% |
| 2019-09-09 | $0.8200 | 0.54% |
| 2019-12-09 | $0.8200 | 0.60% |
| 2020-03-09 | $0.8200 | 0.66% |
| 2020-06-09 | $0.8500 | 0.66% |
| 2020-09-09 | $0.8500 | 0.75% |
| 2020-12-09 | $0.8500 | 0.63% |
| 2021-03-09 | $0.8500 | 0.55% |
| 2021-06-09 | $0.8800 | 0.56% |
| 2021-09-09 | $0.8800 | 0.55% |
| 2021-12-09 | $0.8800 | 0.57% |
| 2022-03-09 | $0.8800 | 0.52% |
| 2022-06-09 | $0.9300 | 0.53% |
| 2022-09-08 | $0.9300 | 0.57% |
| 2022-12-08 | $0.9300 | 0.49% |
| 2023-03-09 | $0.9300 | 0.52% |
| 2023-06-08 | $1.0000 | 0.57% |
| 2023-09-07 | $1.0000 | 0.62% |
| 2023-12-07 | $1.0000 | 0.55% |
| 2024-03-07 | $1.0000 | 0.45% |
| 2024-06-10 | $1.0500 | 0.49% |
| 2024-09-10 | $1.0500 | 0.44% |
| 2024-12-10 | $1.0500 | 0.42% |
| 2025-03-10 | $1.0500 | 0.41% |
| 2025-06-10 | $1.1000 | 0.41% |
| 2025-09-10 | $1.1000 | 0.40% |
| 2025-12-10 | $1.1000 | 0.39% |
| 2026-03-10 | $1.1000 | 0.36% |
| Total | 156 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 |
|---|---|---|---|---|
| 2021-06-09 | $56.62 | $11.32 | $0.09 | 0.2921 |
| 2021-09-09 | $56.87 | $11.37 | $0.09 | 0.2875 |
| 2021-12-09 | $57.13 | $11.43 | $0.09 | 0.2972 |
| 2022-03-09 | $57.39 | $11.48 | $0.09 | 0.2674 |
| 2022-06-09 | $60.90 | $12.18 | $0.10 | 0.2835 |
| 2022-09-08 | $61.16 | $12.23 | $0.10 | 0.2968 |
| 2022-12-08 | $61.44 | $12.29 | $0.10 | 0.2613 |
| 2023-03-09 | $61.68 | $12.34 | $0.10 | 0.2832 |
| 2023-06-08 | $66.61 | $13.32 | $0.11 | 0.3040 |
| 2023-09-07 | $66.91 | $13.38 | $0.11 | 0.3325 |
| 2023-12-07 | $67.24 | $13.45 | $0.11 | 0.2951 |
| 2024-03-07 | $67.54 | $13.51 | $0.11 | 0.2458 |
| 2024-06-10 | $71.17 | $14.23 | $0.11 | 0.2668 |
| 2024-09-10 | $71.45 | $14.29 | $0.11 | 0.2388 |
| 2024-12-10 | $71.70 | $14.34 | $0.11 | 0.2312 |
| 2025-03-10 | $71.95 | $14.39 | $0.12 | 0.2239 |
| 2025-06-10 | $75.62 | $15.12 | $0.12 | 0.2296 |
| 2025-09-10 | $75.87 | $15.17 | $0.12 | 0.2224 |
| 2025-12-10 | $76.12 | $15.22 | $0.12 | 0.2183 |
| 2026-03-10 | $76.36 | $15.27 | $0.12 | 0.2016 |
| Total | $1331.72 | $266.35 | $2.13 | 5.2788 |
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.