U.S. Bancorp (USB) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$11,573
Total Return
15.73%
CAGR
2.97%
Dividends
$1,828.04
Yield on Cost
18.28%

Rolling Returns

1-Month (21 Trading Days)
Average+0.46%
Median-0.08%
Best+25.39%
Worst-32.86%
% of Windows Positive49.8%
1-Year (252 Trading Days)
Average+1.85%
Median-0.15%
Best+63.19%
Worst-40.50%
% of Windows Positive49.9%
3-Year (756 Trading Days)
Average+4.08%
Median-3.50%
Best+79.99%
Worst-29.30%
% of Windows Positive44.3%

Risk Metrics

Maximum Drawdown -52.64%
Average Drawdown -21.22%
Drawdown Duration 994 Trading Days
Sortino Ratio 0.35
Calmar Ratio 0.06
CVaR (5%) -4.39%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +5.96% (+22.53% ann.) +$595.53 $97.45 $19.49 $0.16
2025 +15.48% +$1547.76 $432.44 $86.49 $0.69
2024 +14.53% +$1452.51 $463.87 $92.77 $0.74
2023 +3.61% +$360.83 $450.14 $90.03 $0.72
2022 -19.78% $1978.09 $338.57 $67.71 $0.54
2021 +23.55% +$2355.02 $381.27 $76.25 $0.61
2020 -18.61% $1860.63 $287.34 $57.47 $0.46
2019 +32.82% +$3281.97 $348.97 $69.79 $0.56
2018 -12.84% $1283.88 $252.08 $50.42 $0.40
2017 +6.14% +$614.35 $227.32 $45.46 $0.36
2016 +22.79% +$2278.92 $252.76 $50.55 $0.40
2015 -3.27% $327.00 $226.28 $45.26 $0.36
2014 +13.26% +$1326.10 $240.49 $48.10 $0.38
2013 +28.95% +$2894.71 $279.19 $55.84 $0.45
2012 +20.37% +$2037.24 $290.46 $58.09 $0.46
2011 +1.89% +$188.51 $186.48 $37.30 $0.30
2010 +20.60% +$2060.26 $89.07 $17.81 $0.14
2009 -9.24% $924.25 $80.25 $16.05 $0.13
2008 -17.53% $1753.39 $544.21 $108.84 $0.87
2007 -8.79% $879.19 $455.51 $91.10 $0.73
2006 +25.23% +$2522.60 $471.26 $94.25 $0.75
2005 -1.30% $129.90 $397.80 $79.56 $0.64
2004 +9.40% +$940.19 $489.90 $97.98 $0.78
2003 +44.27% +$4427.17 $402.79 $80.56 $0.64
2002 +4.42% +$442.15 $376.67 $75.33 $0.60
2001 -7.47% $747.27 $326.70 $65.34 $0.52
2000 +12.57% +$1256.67 $311.29 $62.26 $0.50
1999 -30.83% $3082.63 $150.08 $30.02 $0.24
1998 +63.95% +$6395.19 $173.37 $34.67 $0.28
1997 +89.93% +$8992.59 $262.67 $52.53 $0.42
1996 +57.50% +$5750.15 $318.58 $63.72 $0.51
1995 +67.89% +$6789.20 $444.62 $88.92 $0.71
1994 +7.01% +$701.40 $404.45 $80.89 $0.65
1993 -0.26% $26.43 $325.28 $65.05 $0.52
1992 +47.68% +$4767.91 $420.18 $84.04 $0.67
1991 +54.66% +$5465.71 $605.40 $121.08 $0.97
1990 -20.62% $2062.10 $442.88 $88.58 $0.71
1989 +18.47% +$1846.86 $244.72 $48.94 $0.39
1988 -1.31% $130.72 $0.00 $0.00 $0.00
1987 +9.29% +$928.58 $0.00 $0.00 $0.00
1986 -5.72% $572.39 $0.00 $0.00 $0.00
1985 +38.79% +$3878.51 $0.00 $0.00 $0.00
1984 +18.89% +$1888.89 $0.00 $0.00 $0.00
1983 +24.14% +$2413.80 $0.00 $0.00 $0.00
1982 +34.26% +$3425.92 $0.00 $0.00 $0.00
1981 +13.68% +$1368.42 $0.00 $0.00 $0.00
1980 -5.94% $594.06 $0.00 $0.00 $0.00
1979 +7.91% +$790.60 $0.00 $0.00 $0.00
1978 -11.03% $1102.67 $0.00 $0.00 $0.00
1977 +9.13% +$912.88 $0.00 $0.00 $0.00
1976 +45.18% +$4518.07 $0.00 $0.00 $0.00
1975 +18.57% +$1857.14 $0.00 $0.00 $0.00
1974 -9.68% $967.75 $0.00 $0.00 $0.00
1973 partial -6.63% (-9.83% ann.) $662.64 $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 +236.14% +30.26% +$23613.89 $2526.95 $505.39 $4.04
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 -1.26% -0.49% $126.26 $1161.09 $232.22 $1.86
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +128.61% +18.00% +$12860.58 $3960.06 $792.01 $6.34
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -67.37% -54.74% $6736.58 $657.24 $131.45 $1.05
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +204.07% +39.02% +$20406.83 $1154.81 $230.96 $1.85
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +88.94% +8.77% +$8893.55 $2703.59 $540.72 $4.33
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -47.21% -99.93% $4720.80 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +29.10% +50.83% +$2910.23 $407.62 $81.52 $0.65
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +33.30% +31.35% +$3329.91 $393.46 $78.69 $0.63
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -19.45% -20.52% $1944.90 $339.60 $67.92 $0.54
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +6.85% +3.64% +$684.56 $779.37 $155.87 $1.25
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +31.75% +19.22% +$3175.25 $809.14 $161.83 $1.29

Dividend History

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

Date Per Share Yield %
1989-06-26 $0.0022 0.09%
1989-09-25 $0.0244 0.91%
1989-12-22 $0.0244 1.05%
1990-03-26 $0.0267 1.26%
1990-06-25 $0.0267 1.03%
1990-09-24 $0.0267 1.41%
1990-12-24 $0.0267 1.41%
1991-03-22 $0.0278 1.16%
1991-06-24 $0.0278 1.14%
1991-09-24 $0.0278 1.11%
1991-12-24 $0.0278 1.00%
1992-03-25 $0.0289 0.89%
1992-06-24 $0.0289 0.76%
1992-09-24 $0.0289 0.80%
1992-12-24 $0.0289 0.73%
1993-03-25 $0.0322 0.76%
1993-06-24 $0.0322 0.81%
1993-09-24 $0.0322 0.82%
1993-12-27 $0.0322 0.81%
1994-03-25 $0.0389 0.95%
1994-06-24 $0.0389 0.92%
1994-09-26 $0.0389 0.84%
1994-12-23 $0.0389 0.95%
1995-03-27 $0.0444 0.95%
1995-06-28 $0.0444 0.88%
1995-09-27 $0.0444 0.77%
1995-12-27 $0.0444 0.67%
1996-03-27 $0.0522 0.72%
1996-06-26 $0.0522 0.69%
1996-09-26 $0.0522 0.56%
1996-12-27 $0.0522 0.51%
1997-03-26 $0.0667 0.45%
1997-06-26 $0.0667 0.46%
1997-09-26 $0.0667 0.43%
1997-12-29 $0.0667 0.35%
1998-03-27 $0.0767 0.38%
1998-06-26 $0.0767 0.37%
1998-09-28 $0.0767 0.34%
1998-12-29 $0.1000 0.35%
1999-03-29 $0.1000 0.32%
1999-06-28 $0.1000 0.38%
1999-09-15 $0.1000 0.42%
1999-12-29 $0.1630 0.78%
2000-03-29 $0.1630 0.70%
2000-06-28 $0.1630 0.73%
2000-09-27 $0.1630 0.74%
2000-12-27 $0.1630 0.68%
2001-03-28 $0.1880 0.80%
2001-06-27 $0.1880 0.84%
2001-09-26 $0.1880 0.88%
2001-12-27 $0.1880 0.92%
2002-03-26 $0.1950 0.86%
2002-06-26 $0.1950 0.86%
2002-09-26 $0.1950 1.07%
2002-12-27 $0.1950 0.91%
2003-03-27 $0.1950 0.96%
2003-06-26 $0.2050 0.83%
2003-09-26 $0.2050 0.84%
2003-12-29 $0.2400 0.81%
2004-01-02 $0.4160 1.40%
2004-03-29 $0.2400 0.87%
2004-06-28 $0.2400 0.86%
2004-09-28 $0.2400 0.84%
2004-12-29 $0.3000 0.95%
2005-03-29 $0.3000 1.05%
2005-06-28 $0.3000 1.02%
2005-09-28 $0.3000 1.04%
2005-12-28 $0.3300 1.07%
2006-03-29 $0.3300 1.07%
2006-06-28 $0.3300 1.06%
2006-09-27 $0.3300 0.99%
2006-12-27 $0.4000 1.09%
2007-03-28 $0.4000 1.12%
2007-06-27 $0.4000 1.19%
2007-09-26 $0.4000 1.22%
2007-12-27 $0.4250 1.31%
2008-03-27 $0.4250 1.25%
2008-06-26 $0.4250 1.42%
2008-09-26 $0.4250 1.20%
2008-12-29 $0.4250 1.75%
2009-03-27 $0.0500 0.30%
2009-06-26 $0.0500 0.28%
2009-09-28 $0.0500 0.23%
2009-12-29 $0.0500 0.22%
2010-03-29 $0.0500 0.19%
2010-06-28 $0.0500 0.21%
2010-09-28 $0.0500 0.23%
2010-12-29 $0.0500 0.18%
2011-03-29 $0.1250 0.47%
2011-06-28 $0.1250 0.51%
2011-09-28 $0.1250 0.52%
2011-12-28 $0.1250 0.46%
2012-03-28 $0.1950 0.62%
2012-06-27 $0.1950 0.62%
2012-09-26 $0.1950 0.57%
2012-12-27 $0.1950 0.60%
2013-03-26 $0.1950 0.58%
2013-06-26 $0.2300 0.64%
2013-09-26 $0.2300 0.63%
2013-12-27 $0.2300 0.57%
2014-03-27 $0.2300 0.54%
2014-06-26 $0.2450 0.57%
2014-09-26 $0.2450 0.59%
2014-12-29 $0.2450 0.54%
2015-03-27 $0.2450 0.57%
2015-06-26 $0.2550 0.57%
2015-09-28 $0.2550 0.61%
2015-12-29 $0.2550 0.59%
2016-03-29 $0.2550 0.63%
2016-06-28 $0.2550 0.66%
2016-09-28 $0.2800 0.65%
2016-12-28 $0.2800 0.54%
2017-03-29 $0.2800 0.53%
2017-06-28 $0.2800 0.54%
2017-09-28 $0.3000 0.55%
2017-12-28 $0.3000 0.55%
2018-03-28 $0.3000 0.60%
2018-06-28 $0.3000 0.60%
2018-09-27 $0.3700 0.69%
2018-12-28 $0.3700 0.81%
2019-03-28 $0.3700 0.77%
2019-06-27 $0.3700 0.71%
2019-09-27 $0.4200 0.76%
2019-12-30 $0.4200 0.70%
2020-03-30 $0.4200 1.17%
2020-06-29 $0.4200 1.16%
2020-09-29 $0.4200 1.16%
2020-12-30 $0.4200 0.91%
2021-03-30 $0.4200 0.76%
2021-06-29 $0.4200 0.73%
2021-09-29 $0.4600 0.76%
2021-12-30 $0.4600 0.81%
2022-03-30 $0.4600 0.81%
2022-06-29 $0.4600 0.98%
2022-09-29 $0.4800 1.16%
2022-12-29 $0.4800 1.11%
2023-03-30 $0.4800 1.33%
2023-06-29 $0.4800 1.49%
2023-09-28 $0.4800 1.48%
2023-12-28 $0.4900 1.12%
2024-03-27 $0.4900 1.13%
2024-06-28 $0.4900 1.23%
2024-09-30 $0.5000 1.10%
2024-12-31 $0.5000 1.04%
2025-03-31 $0.5000 1.18%
2025-06-30 $0.5000 1.09%
2025-09-30 $0.5200 1.06%
2025-12-31 $0.5200 0.96%
2026-03-31 $0.5200 1.02%
Total 149 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
2021-06-29 $72.94 $14.59 $0.12 1.0278
2021-09-29 $80.36 $16.07 $0.13 1.0647
2021-12-30 $80.85 $16.17 $0.13 1.1496
2022-03-30 $81.38 $16.28 $0.13 1.1775
2022-06-29 $81.92 $16.38 $0.13 1.4182
2022-09-29 $86.16 $17.23 $0.14 1.6890
2022-12-29 $86.98 $17.40 $0.14 1.5938
2023-03-30 $87.74 $17.55 $0.14 1.9761
2023-06-29 $88.69 $17.74 $0.14 2.1614
2023-09-28 $89.73 $17.95 $0.14 2.2063
2023-12-28 $92.68 $18.54 $0.15 1.6959
2024-03-27 $93.51 $18.70 $0.15 1.6967
2024-06-28 $94.34 $18.87 $0.15 1.8972
2024-09-30 $97.21 $19.44 $0.16 1.6972
2024-12-31 $98.06 $19.61 $0.16 1.6369
2025-03-31 $98.88 $19.78 $0.16 1.8699
2025-06-30 $99.81 $19.96 $0.16 1.7612
2025-09-30 $104.72 $20.94 $0.17 1.7300
2025-12-31 $105.62 $21.12 $0.17 1.5804
2026-03-31 $106.44 $21.29 $0.17 1.6340
Total $1828.04 $365.61 $2.92 32.6639

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.

PJT

CAGR 18.64% Total 507.84% Final $60,784
2015-09-22 — 2026-04-14
ALIT

CAGR -38.44% Total -93.83% Final $617.02
2020-07-17 — 2026-04-14
FTK

CAGR -4.28% Total -59.61% Final $4,039
2005-07-27 — 2026-04-14