Tradeweb Markets Inc. (TW) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
Loading chart…
Investment Performance
Final Value
$12,458
Total Return
24.58%
CAGR
4.49%
Dividends
$246.16
Yield on Cost
2.46%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.77% |
| Median | +0.43% |
| Best | +27.99% |
| Worst | -32.79% |
| % of Windows Positive | 52.5% |
1-Year (252 Trading Days)
| Average | +13.01% |
| Median | +16.69% |
| Best | +67.05% |
| Worst | -41.64% |
| % of Windows Positive | 57.8% |
3-Year (756 Trading Days)
| Average | +64.08% |
| Median | +61.35% |
| Best | +133.83% |
| Worst | +20.86% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -48.67% |
| Average Drawdown | -15.98% |
| Drawdown Duration | 532 Trading Days |
| Sortino Ratio | 0.42 |
| Calmar Ratio | 0.09 |
| CVaR (5%) | -3.80% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -6.42% (-14.57% ann.) | $642.23 | $26.05 | $5.21 | $0.04 |
| 2025 | -17.61% | $1760.94 | $36.70 | $7.34 | $0.05 |
| 2024 | +44.46% | +$4445.80 | $44.07 | $8.81 | $0.08 |
| 2023 | +40.48% | +$4047.91 | $55.53 | $11.11 | $0.09 |
| 2022 | -34.92% | $3492.33 | $32.00 | $6.40 | $0.06 |
| 2021 | +60.84% | +$6084.02 | $51.31 | $10.26 | $0.09 |
| 2020 | +35.34% | +$3534.01 | $69.16 | $13.83 | $0.12 |
| 2019 partial | +30.00% (+42.42% ann.) | +$3000.09 | $67.12 | $13.42 | $0.12 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Secular stagnation / QE / low inflation / duration bull partial | April 4, 2019 – February 19, 2020 | +40.43% | +47.16% | +$4043.46 | $67.12 | $13.42 | $0.12 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -29.01% | -98.00% | $2900.83 | $15.48 | $3.10 | $0.03 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +53.18% | +98.61% | +$5318.11 | $39.67 | $7.93 | $0.07 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +66.67% | +62.36% | +$6667.06 | $54.71 | $10.94 | $0.10 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -41.08% | -42.97% | $4107.51 | $33.35 | $6.67 | $0.06 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +101.69% | +46.01% | +$10168.60 | $125.50 | $25.10 | $0.21 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -15.00% | -9.09% | $1499.90 | $72.54 | $14.51 | $0.11 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2019-05-30 | $0.0800 | 0.19% |
| 2019-08-30 | $0.0800 | 0.18% |
| 2019-11-29 | $0.0800 | 0.18% |
| 2020-02-28 | $0.0800 | 0.16% |
| 2020-05-29 | $0.0800 | 0.13% |
| 2020-08-31 | $0.0800 | 0.14% |
| 2020-11-30 | $0.0800 | 0.13% |
| 2021-02-26 | $0.0800 | 0.11% |
| 2021-05-28 | $0.0800 | 0.10% |
| 2021-08-31 | $0.0800 | 0.09% |
| 2021-11-30 | $0.0800 | 0.08% |
| 2022-02-28 | $0.0800 | 0.10% |
| 2022-05-31 | $0.0800 | 0.12% |
| 2022-08-31 | $0.0800 | 0.12% |
| 2022-11-30 | $0.0800 | 0.14% |
| 2023-02-28 | $0.0900 | 0.13% |
| 2023-05-31 | $0.0900 | 0.13% |
| 2023-08-31 | $0.0900 | 0.10% |
| 2023-11-30 | $0.0900 | 0.09% |
| 2024-02-29 | $0.1000 | 0.09% |
| 2024-06-03 | $0.1000 | 0.09% |
| 2024-09-03 | $0.1000 | 0.08% |
| 2024-12-02 | $0.1000 | 0.07% |
| 2025-03-03 | $0.1200 | 0.09% |
| 2025-06-02 | $0.1200 | 0.08% |
| 2025-09-02 | $0.1200 | 0.10% |
| 2025-12-01 | $0.1200 | 0.11% |
| 2026-03-02 | $0.1400 | 0.11% |
| 2026-06-01 | $0.1400 | 0.14% |
| Total | 29 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-06-03 to 2026-06-03. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-08-31 | $9.76 | $1.95 | $0.02 | 0.0896 |
| 2021-11-30 | $9.77 | $1.95 | $0.02 | 0.0812 |
| 2022-02-28 | $9.78 | $1.95 | $0.02 | 0.0924 |
| 2022-05-31 | $9.78 | $1.95 | $0.02 | 0.1155 |
| 2022-08-31 | $9.79 | $1.96 | $0.02 | 0.1123 |
| 2022-11-30 | $9.80 | $1.96 | $0.02 | 0.1273 |
| 2023-02-28 | $11.04 | $2.21 | $0.02 | 0.1243 |
| 2023-05-31 | $11.05 | $2.21 | $0.02 | 0.1317 |
| 2023-08-31 | $11.06 | $2.21 | $0.02 | 0.1022 |
| 2023-11-30 | $11.07 | $2.21 | $0.02 | 0.0912 |
| 2024-02-29 | $12.31 | $2.46 | $0.02 | 0.0929 |
| 2024-06-03 | $12.32 | $2.46 | $0.02 | 0.0918 |
| 2024-09-03 | $12.33 | $2.46 | $0.02 | 0.0837 |
| 2024-12-02 | $12.34 | $2.47 | $0.02 | 0.0732 |
| 2025-03-03 | $14.81 | $2.96 | $0.02 | 0.0863 |
| 2025-06-02 | $14.82 | $2.97 | $0.02 | 0.0819 |
| 2025-09-02 | $14.83 | $2.97 | $0.02 | 0.0947 |
| 2025-12-01 | $14.84 | $2.97 | $0.02 | 0.1110 |
| 2026-03-02 | $17.33 | $3.47 | $0.03 | 0.1125 |
| 2026-06-01 | $17.35 | $3.47 | $0.03 | 0.1382 |
| Total | $246.16 | $49.24 | $0.40 | 2.0340 |
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.