The Wendy's Company (WEN) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
Loading chart…
Investment Performance
Final Value
$3,597
Total Return
-64.03%
CAGR
-18.50%
Dividends
$1,726.70
Yield on Cost
17.27%
Rolling Returns
1-Month (21 Trading Days)
| Average | -1.41% |
| Median | -1.80% |
| Best | +20.80% |
| Worst | -23.48% |
| % of Windows Positive | 40.2% |
1-Year (252 Trading Days)
| Average | -15.31% |
| Median | -12.20% |
| Best | +49.40% |
| Worst | -56.60% |
| % of Windows Positive | 21.2% |
3-Year (756 Trading Days)
| Average | -36.05% |
| Median | -31.53% |
| Best | +1.71% |
| Worst | -65.96% |
| % of Windows Positive | 0.8% |
Risk Metrics
| Maximum Drawdown | -73.02% |
| Average Drawdown | -35.55% |
| Drawdown Duration | 1252 Trading Days (Unrecovered) |
| Sortino Ratio | -0.67 |
| Calmar Ratio | -0.25 |
| CVaR (5%) | -4.47% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -15.34% (-32.64% ann.) | $1534.32 | $338.66 | $67.73 | $0.54 |
| 2025 | -46.43% | $4642.57 | $417.12 | $83.42 | $0.67 |
| 2024 | -12.43% | $1243.42 | $522.17 | $104.43 | $0.84 |
| 2023 | -10.52% | $1052.29 | $448.06 | $89.61 | $0.72 |
| 2022 | -3.24% | $324.03 | $211.21 | $42.24 | $0.34 |
| 2021 | +10.55% | +$1055.20 | $197.35 | $39.47 | $0.32 |
| 2020 | -0.18% | $17.61 | $131.12 | $26.22 | $0.21 |
| 2019 | +44.72% | +$4472.14 | $270.90 | $54.18 | $0.43 |
| 2018 | -3.39% | $339.34 | $208.36 | $41.67 | $0.33 |
| 2017 | +23.28% | +$2328.42 | $208.28 | $41.66 | $0.33 |
| 2016 | +27.88% | +$2788.04 | $229.19 | $45.84 | $0.37 |
| 2015 | +21.32% | +$2131.99 | $250.71 | $50.14 | $0.40 |
| 2014 | +5.52% | +$552.37 | $236.70 | $47.34 | $0.38 |
| 2013 | +89.45% | +$8944.67 | $386.40 | $77.28 | $0.62 |
| 2012 | -10.80% | $1080.08 | $187.70 | $37.54 | $0.30 |
| 2011 | +17.54% | +$1754.12 | $174.01 | $34.80 | $0.28 |
| 2010 | -0.36% | $35.79 | $139.19 | $27.84 | $0.22 |
| 2009 | -4.08% | $408.12 | $121.90 | $24.38 | $0.19 |
| 2008 | -40.42% | $4042.28 | $298.76 | $59.75 | $0.48 |
| 2007 | -59.07% | $5907.41 | $148.00 | $29.60 | $0.24 |
| 2006 | +31.79% | +$3179.43 | $192.26 | $38.45 | $0.31 |
| 2005 | +30.64% | +$3064.42 | $224.30 | $44.86 | $0.36 |
| 2004 | +12.02% | +$1201.56 | $221.54 | $44.31 | $0.35 |
| 2003 | +24.60% | +$2460.28 | $8329.65 | $1665.93 | $13.33 |
| 2002 | +7.98% | +$798.35 | $0.00 | $0.00 | $0.00 |
| 2001 | +0.21% | +$20.62 | $0.00 | $0.00 | $0.00 |
| 2000 | +31.97% | +$3197.28 | $0.00 | $0.00 | $0.00 |
| 1999 | +15.75% | +$1574.80 | $0.00 | $0.00 | $0.00 |
| 1998 | -41.74% | $4174.31 | $0.00 | $0.00 | $0.00 |
| 1997 | +136.96% | +$13695.65 | $0.00 | $0.00 | $0.00 |
| 1996 | +4.55% | +$454.55 | $0.00 | $0.00 | $0.00 |
| 1995 | -6.38% | $638.30 | $0.00 | $0.00 | $0.00 |
| 1994 | -53.00% | $5300.00 | $0.00 | $0.00 | $0.00 |
| 1993 | +69.49% | +$6949.15 | $0.00 | $0.00 | $0.00 |
| 1992 | +353.85% | +$35384.61 | $0.00 | $0.00 | $0.00 |
| 1991 | +0.00% | +$0.00 | $0.00 | $0.00 | $0.00 |
| 1990 | -72.92% | $7291.67 | $0.00 | $0.00 | $0.00 |
| 1989 | +71.43% | +$7142.86 | $0.00 | $0.00 | $0.00 |
| 1988 | +0.00% | +$0.00 | $0.00 | $0.00 | $0.00 |
| 1987 | +166.67% | +$16666.67 | $0.00 | $0.00 | $0.00 |
| 1986 | +40.00% | +$4000.00 | $0.00 | $0.00 | $0.00 |
| 1985 | -16.67% | $1666.67 | $0.00 | $0.00 | $0.00 |
| 1984 | -30.77% | $3076.92 | $0.00 | $0.00 | $0.00 |
| 1983 | +23.81% | +$2380.96 | $0.00 | $0.00 | $0.00 |
| 1982 | -12.50% | $1250.00 | $0.00 | $0.00 | $0.00 |
| 1981 | -25.00% | $2500.00 | $0.00 | $0.00 | $0.00 |
| 1980 partial | +88.24% (+162.91% ann.) | +$8823.53 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +48.15% | +8.95% | +$4814.81 | $0.00 | $0.00 | $0.00 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +11.85% | +4.45% | +$1185.09 | $0.00 | $0.00 | $0.00 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +86.03% | +13.23% | +$8603.21 | $11347.55 | $2269.51 | $18.15 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -69.85% | -57.20% | $6984.79 | $251.12 | $50.22 | $0.40 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +14.57% | +4.11% | +$1456.87 | $619.87 | $123.97 | $0.99 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +494.83% | +26.57% | +$49483.02 | $4730.45 | $946.08 | $7.57 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -51.36% | -99.97% | $5136.46 | $50.85 | $10.17 | $0.08 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +58.78% | +110.42% | +$5877.84 | $71.19 | $14.24 | $0.11 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | -3.99% | -3.79% | $398.72 | $170.32 | $34.06 | $0.27 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +3.75% | +3.98% | +$374.70 | $241.14 | $48.23 | $0.39 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -10.18% | -5.63% | $1018.14 | $905.18 | $181.04 | $1.45 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -57.60% | -39.53% | $5760.37 | $701.32 | $140.26 | $1.12 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2003-09-05 | $21.0784 | 68.69% |
| 2003-09-11 | $0.0637 | 0.65% |
| 2003-11-28 | $0.0637 | 0.58% |
| 2004-03-02 | $0.0637 | 0.58% |
| 2004-06-01 | $0.0637 | 0.60% |
| 2004-09-01 | $0.0637 | 0.60% |
| 2004-12-01 | $0.0637 | 0.50% |
| 2005-03-01 | $0.0637 | 0.42% |
| 2005-06-01 | $0.0637 | 0.42% |
| 2005-08-30 | $0.0784 | 0.49% |
| 2005-11-30 | $0.0784 | 0.49% |
| 2006-02-28 | $0.0784 | 0.47% |
| 2006-05-30 | $0.0784 | 0.47% |
| 2006-08-30 | $0.0784 | 0.50% |
| 2006-11-29 | $0.0784 | 0.40% |
| 2007-02-27 | $0.0784 | 0.39% |
| 2007-05-30 | $0.0784 | 0.47% |
| 2007-08-29 | $0.0784 | 0.56% |
| 2007-11-29 | $0.0784 | 0.93% |
| 2008-02-27 | $0.0784 | 0.90% |
| 2008-05-29 | $0.0800 | 1.12% |
| 2008-09-17 | $0.0800 | 1.52% |
| 2008-11-26 | $0.0150 | 0.39% |
| 2009-03-18 | $0.0150 | 0.30% |
| 2009-05-28 | $0.0150 | 0.34% |
| 2009-08-28 | $0.0150 | 0.28% |
| 2009-11-27 | $0.0150 | 0.36% |
| 2010-02-25 | $0.0150 | 0.31% |
| 2010-05-27 | $0.0150 | 0.34% |
| 2010-08-30 | $0.0150 | 0.37% |
| 2010-11-29 | $0.0200 | 0.41% |
| 2011-02-25 | $0.0200 | 0.41% |
| 2011-05-27 | $0.0200 | 0.41% |
| 2011-08-30 | $0.0200 | 0.40% |
| 2011-11-29 | $0.0200 | 0.42% |
| 2012-02-28 | $0.0200 | 0.40% |
| 2012-05-30 | $0.0200 | 0.43% |
| 2012-08-30 | $0.0200 | 0.46% |
| 2012-11-29 | $0.0400 | 0.85% |
| 2013-02-27 | $0.0400 | 0.72% |
| 2013-05-30 | $0.0400 | 0.66% |
| 2013-08-29 | $0.0500 | 0.65% |
| 2013-11-27 | $0.0500 | 0.57% |
| 2014-02-27 | $0.0500 | 0.49% |
| 2014-05-29 | $0.0500 | 0.60% |
| 2014-08-28 | $0.0500 | 0.62% |
| 2014-11-26 | $0.0550 | 0.64% |
| 2015-02-26 | $0.0550 | 0.48% |
| 2015-05-28 | $0.0550 | 0.48% |
| 2015-08-28 | $0.0550 | 0.59% |
| 2015-11-27 | $0.0600 | 0.57% |
| 2016-02-26 | $0.0600 | 0.64% |
| 2016-05-27 | $0.0600 | 0.58% |
| 2016-08-30 | $0.0600 | 0.60% |
| 2016-11-29 | $0.0650 | 0.50% |
| 2017-02-27 | $0.0700 | 0.51% |
| 2017-05-30 | $0.0700 | 0.43% |
| 2017-08-30 | $0.0700 | 0.48% |
| 2017-11-30 | $0.0700 | 0.48% |
| 2018-02-28 | $0.0850 | 0.52% |
| 2018-05-31 | $0.0850 | 0.51% |
| 2018-08-31 | $0.0850 | 0.48% |
| 2018-11-30 | $0.0850 | 0.47% |
| 2019-02-28 | $0.1000 | 0.58% |
| 2019-05-31 | $0.1000 | 0.54% |
| 2019-08-30 | $0.1000 | 0.45% |
| 2019-11-29 | $0.1200 | 0.55% |
| 2020-02-28 | $0.1200 | 0.60% |
| 2020-05-29 | $0.0500 | 0.24% |
| 2020-08-31 | $0.0500 | 0.23% |
| 2020-11-30 | $0.0700 | 0.32% |
| 2021-03-04 | $0.0900 | 0.45% |
| 2021-05-28 | $0.1000 | 0.43% |
| 2021-08-31 | $0.1200 | 0.53% |
| 2021-11-30 | $0.1200 | 0.56% |
| 2022-03-04 | $0.1250 | 0.57% |
| 2022-05-31 | $0.1250 | 0.66% |
| 2022-08-31 | $0.1250 | 0.64% |
| 2022-11-30 | $0.1250 | 0.56% |
| 2023-02-28 | $0.2500 | 1.12% |
| 2023-05-31 | $0.2500 | 1.12% |
| 2023-08-31 | $0.2500 | 1.23% |
| 2023-11-30 | $0.2500 | 1.33% |
| 2024-02-29 | $0.2500 | 1.36% |
| 2024-06-03 | $0.2500 | 1.43% |
| 2024-09-03 | $0.2500 | 1.48% |
| 2024-12-02 | $0.2500 | 1.36% |
| 2025-03-03 | $0.2500 | 1.61% |
| 2025-06-02 | $0.1400 | 1.23% |
| 2025-09-02 | $0.1400 | 1.32% |
| 2025-12-01 | $0.1400 | 1.66% |
| 2026-03-02 | $0.1400 | 1.83% |
| 2026-06-01 | $0.1400 | 1.82% |
| Total | 93 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 | $52.17 | $10.43 | $0.08 | 1.8095 |
| 2021-11-30 | $52.39 | $10.48 | $0.08 | 2.0325 |
| 2022-03-04 | $54.83 | $10.97 | $0.09 | 2.0332 |
| 2022-05-31 | $55.08 | $11.02 | $0.09 | 2.3593 |
| 2022-08-31 | $55.38 | $11.08 | $0.09 | 2.3052 |
| 2022-11-30 | $55.67 | $11.13 | $0.09 | 1.9700 |
| 2023-02-28 | $111.82 | $22.36 | $0.18 | 4.0656 |
| 2023-05-31 | $112.84 | $22.57 | $0.18 | 4.0932 |
| 2023-08-31 | $113.86 | $22.77 | $0.18 | 4.5936 |
| 2023-11-30 | $115.01 | $23.00 | $0.18 | 4.8973 |
| 2024-02-29 | $116.24 | $23.25 | $0.19 | 5.1244 |
| 2024-06-03 | $117.52 | $23.50 | $0.19 | 5.4140 |
| 2024-09-03 | $118.87 | $23.77 | $0.19 | 5.7589 |
| 2024-12-02 | $120.31 | $24.06 | $0.19 | 5.3187 |
| 2025-03-03 | $121.64 | $24.33 | $0.19 | 6.5048 |
| 2025-06-02 | $69.03 | $13.81 | $0.11 | 4.7593 |
| 2025-09-02 | $69.70 | $13.94 | $0.11 | 5.4182 |
| 2025-12-01 | $70.45 | $14.09 | $0.11 | 6.8348 |
| 2026-03-02 | $71.41 | $14.28 | $0.11 | 7.6632 |
| 2026-06-01 | $72.48 | $14.50 | $0.12 | 7.3721 |
| Total | $1726.70 | $345.34 | $2.76 | 90.3277 |
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.