John Wiley & Sons, Inc. (WLY) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$8,101
Total Return
-18.99%
CAGR
-4.13%
Dividends
$1,323.57
Yield on Cost
13.24%
Rolling Returns
1-Month (21 Trading Days)
| Average | -0.07% |
| Median | -0.17% |
| Best | +30.19% |
| Worst | -25.59% |
| % of Windows Positive | 49.1% |
1-Year (252 Trading Days)
| Average | -4.04% |
| Median | -12.89% |
| Best | +83.03% |
| Worst | -34.69% |
| % of Windows Positive | 32.4% |
3-Year (756 Trading Days)
| Average | -11.62% |
| Median | -12.53% |
| Best | +15.37% |
| Worst | -41.25% |
| % of Windows Positive | 19.8% |
Risk Metrics
| Maximum Drawdown | -52.65% |
| Average Drawdown | -29.77% |
| Drawdown Duration | 1217 Trading Days (Unrecovered) |
| Sortino Ratio | 0.06 |
| Calmar Ratio | -0.08 |
| CVaR (5%) | -4.78% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +30.83% (+157.00% ann.) | +$3083.48 | $115.90 | $23.18 | $0.19 |
| 2025 | -27.78% | $2777.90 | $327.72 | $65.54 | $0.52 |
| 2024 | +41.27% | +$4127.41 | $447.94 | $89.59 | $0.72 |
| 2023 | -18.15% | $1814.72 | $353.00 | $70.60 | $0.56 |
| 2022 | -28.23% | $2823.14 | $244.42 | $48.88 | $0.39 |
| 2021 | +27.91% | +$2791.12 | $303.90 | $60.78 | $0.49 |
| 2020 | -3.13% | $313.28 | $285.04 | $57.01 | $0.46 |
| 2019 | +5.77% | +$576.73 | $290.03 | $58.00 | $0.46 |
| 2018 | -27.24% | $2724.39 | $200.50 | $40.10 | $0.32 |
| 2017 | +22.85% | +$2284.99 | $234.70 | $46.94 | $0.38 |
| 2016 | +23.36% | +$2336.36 | $275.18 | $55.04 | $0.44 |
| 2015 | -22.59% | $2259.25 | $202.14 | $40.43 | $0.32 |
| 2014 | +8.98% | +$897.82 | $204.08 | $40.82 | $0.33 |
| 2013 | +44.33% | +$4433.00 | $256.17 | $51.24 | $0.41 |
| 2012 | -10.89% | $1089.50 | $208.40 | $41.68 | $0.33 |
| 2011 | -0.59% | $59.45 | $168.76 | $33.75 | $0.27 |
| 2010 | +9.31% | +$931.00 | $148.71 | $29.74 | $0.24 |
| 2009 | +19.21% | +$1920.82 | $155.39 | $31.08 | $0.25 |
| 2008 | -16.08% | $1607.61 | $117.14 | $23.43 | $0.19 |
| 2007 | +12.24% | +$1223.54 | $112.12 | $22.42 | $0.18 |
| 2006 | -0.61% | $61.00 | $100.22 | $20.04 | $0.16 |
| 2005 | +12.85% | +$1284.99 | $99.29 | $19.86 | $0.16 |
| 2004 | +34.81% | +$3481.47 | $111.72 | $22.34 | $0.18 |
| 2003 | +9.25% | +$925.49 | $102.34 | $20.47 | $0.16 |
| 2002 | +4.95% | +$494.73 | $84.87 | $16.97 | $0.14 |
| 2001 | +7.83% | +$782.67 | $81.61 | $16.32 | $0.13 |
| 2000 | +29.14% | +$2914.30 | $93.12 | $18.62 | $0.15 |
| 1999 | -30.15% | $3014.58 | $70.81 | $14.16 | $0.11 |
| 1998 | +79.22% | +$7922.38 | $91.59 | $18.32 | $0.15 |
| 1997 | +69.77% | +$6977.28 | $136.47 | $27.29 | $0.22 |
| 1996 | -0.51% | $50.81 | $118.79 | $23.76 | $0.19 |
| 1995 | +49.41% | +$4941.23 | $154.41 | $30.88 | $0.25 |
| 1994 | +26.04% | +$2603.63 | $170.61 | $34.12 | $0.27 |
| 1993 | +43.58% | +$4358.11 | $220.52 | $44.10 | $0.35 |
| 1992 | +57.77% | +$5776.89 | $341.37 | $68.27 | $0.54 |
| 1991 | +11.21% | +$1120.91 | $370.51 | $74.10 | $0.59 |
| 1990 | -41.92% | $4192.38 | $209.49 | $41.90 | $0.33 |
| 1989 | +29.61% | +$2960.65 | $266.72 | $53.35 | $0.43 |
| 1988 | +76.75% | +$7675.47 | $462.53 | $92.50 | $0.74 |
| 1987 | -26.54% | $2653.89 | $331.16 | $66.23 | $0.53 |
| 1986 | -13.00% | $1300.23 | $281.26 | $56.25 | $0.45 |
| 1985 | +33.27% | +$3326.65 | $365.12 | $73.03 | $0.59 |
| 1984 | -9.65% | $964.56 | $80.94 | $16.19 | $0.13 |
| 1983 | +38.77% | +$3877.10 | $0.00 | $0.00 | $0.00 |
| 1982 | +30.45% | +$3044.55 | $0.00 | $0.00 | $0.00 |
| 1981 | +24.43% | +$2443.29 | $0.00 | $0.00 | $0.00 |
| 1980 | +32.69% | +$3268.64 | $0.00 | $0.00 | $0.00 |
| 1979 | +16.29% | +$1629.05 | $0.00 | $0.00 | $0.00 |
| 1978 | -2.18% | $217.60 | $0.00 | $0.00 | $0.00 |
| 1977 | +53.83% | +$5382.72 | $0.00 | $0.00 | $0.00 |
| 1976 | +5.04% | +$504.14 | $0.00 | $0.00 | $0.00 |
| 1975 | +115.25% | +$11524.78 | $0.00 | $0.00 | $0.00 |
| 1974 | +10.79% | +$1078.91 | $0.00 | $0.00 | $0.00 |
| 1973 | -66.24% | $6624.35 | $0.00 | $0.00 | $0.00 |
| 1972 partial | -24.54% (-38.73% ann.) | $2454.46 | $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 | +117.13% | +18.42% | +$11712.75 | $809.88 | $161.98 | $1.30 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +53.61% | +18.15% | +$5361.06 | $339.52 | $67.90 | $0.54 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +112.30% | +16.26% | +$11229.87 | $771.88 | $154.38 | $1.24 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -36.41% | -27.42% | $3641.16 | $138.15 | $27.63 | $0.22 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +78.72% | +18.77% | +$7871.78 | $879.71 | $175.94 | $1.41 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +3.46% | +0.45% | +$346.38 | $2012.49 | $402.50 | $3.22 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -20.17% | -92.36% | $2017.46 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | -11.11% | -17.26% | $1110.58 | $286.58 | $57.32 | $0.46 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +59.09% | +55.34% | +$5908.68 | $413.03 | $82.61 | $0.66 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -16.82% | -17.76% | $1681.99 | $268.54 | $53.71 | $0.43 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +8.89% | +4.70% | +$888.52 | $553.37 | $110.67 | $0.89 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | -10.27% | -6.67% | $1026.73 | $542.49 | $108.50 | $0.87 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1984-12-20 | $0.0172 | 0.90% |
| 1985-03-29 | $0.0172 | 0.97% |
| 1985-06-28 | $0.0172 | 1.02% |
| 1985-09-30 | $0.0172 | 0.87% |
| 1985-12-20 | $0.0172 | 0.72% |
| 1986-03-31 | $0.0172 | 0.72% |
| 1986-06-27 | $0.0172 | 0.83% |
| 1986-09-29 | $0.0172 | 0.81% |
| 1986-12-22 | $0.0172 | 0.82% |
| 1987-03-30 | $0.0172 | 0.63% |
| 1987-06-30 | $0.0172 | 0.66% |
| 1987-09-28 | $0.0172 | 0.70% |
| 1987-12-21 | $0.0172 | 1.15% |
| 1988-03-25 | $0.0172 | 0.69% |
| 1988-06-30 | $0.0172 | 0.74% |
| 1988-09-27 | $0.0172 | 0.68% |
| 1988-12-21 | $0.0172 | 0.68% |
| 1989-03-28 | $0.0172 | 0.50% |
| 1989-06-28 | $0.0172 | 0.47% |
| 1989-09-27 | $0.0172 | 0.40% |
| 1989-12-21 | $0.0172 | 0.50% |
| 1990-03-28 | $0.0172 | 0.71% |
| 1990-06-28 | $0.0172 | 0.63% |
| 1990-09-27 | $0.0172 | 0.95% |
| 1990-12-21 | $0.0172 | 0.89% |
| 1991-03-27 | $0.0172 | 0.85% |
| 1991-06-28 | $0.0172 | 0.74% |
| 1991-09-27 | $0.0172 | 0.80% |
| 1991-12-20 | $0.0172 | 0.89% |
| 1992-03-30 | $0.0172 | 0.64% |
| 1992-06-29 | $0.0172 | 0.70% |
| 1992-09-28 | $0.0172 | 0.63% |
| 1992-12-21 | $0.0172 | 0.57% |
| 1993-03-30 | $0.0172 | 0.56% |
| 1993-06-28 | $0.0172 | 0.57% |
| 1993-09-28 | $0.0172 | 0.48% |
| 1993-12-22 | $0.0172 | 0.38% |
| 1994-03-29 | $0.0172 | 0.31% |
| 1994-06-29 | $0.0194 | 0.36% |
| 1994-09-28 | $0.0194 | 0.35% |
| 1994-12-21 | $0.0194 | 0.35% |
| 1995-03-30 | $0.0194 | 0.30% |
| 1995-07-03 | $0.0219 | 0.31% |
| 1995-10-03 | $0.0219 | 0.30% |
| 1995-12-26 | $0.0219 | 0.27% |
| 1996-04-02 | $0.0219 | 0.26% |
| 1996-07-02 | $0.0250 | 0.34% |
| 1996-10-02 | $0.0250 | 0.36% |
| 1996-12-24 | $0.0250 | 0.35% |
| 1997-04-02 | $0.0250 | 0.33% |
| 1997-07-03 | $0.0282 | 0.33% |
| 1997-10-01 | $0.0282 | 0.29% |
| 1997-12-23 | $0.0282 | 0.21% |
| 1998-04-01 | $0.0282 | 0.20% |
| 1998-07-06 | $0.0319 | 0.21% |
| 1998-09-30 | $0.0319 | 0.21% |
| 1998-12-22 | $0.0319 | 0.16% |
| 1999-03-30 | $0.0319 | 0.16% |
| 1999-04-01 | $0.0319 | 0.15% |
| 1999-07-06 | $0.0356 | 0.20% |
| 1999-09-29 | $0.0356 | 0.22% |
| 1999-12-21 | $0.0356 | 0.21% |
| 2000-03-30 | $0.0356 | 0.22% |
| 2000-07-05 | $0.0400 | 0.17% |
| 2000-09-29 | $0.0400 | 0.17% |
| 2000-12-20 | $0.0400 | 0.19% |
| 2001-03-29 | $0.0400 | 0.22% |
| 2001-07-03 | $0.0450 | 0.20% |
| 2001-10-01 | $0.0450 | 0.22% |
| 2001-12-21 | $0.0450 | 0.20% |
| 2002-03-27 | $0.0450 | 0.17% |
| 2002-07-02 | $0.0500 | 0.21% |
| 2002-09-30 | $0.0500 | 0.23% |
| 2002-12-19 | $0.0500 | 0.22% |
| 2003-03-31 | $0.0500 | 0.22% |
| 2003-07-02 | $0.0650 | 0.25% |
| 2003-09-30 | $0.0650 | 0.25% |
| 2003-12-23 | $0.0650 | 0.26% |
| 2004-03-31 | $0.0650 | 0.22% |
| 2004-07-01 | $0.0750 | 0.23% |
| 2004-09-29 | $0.0750 | 0.24% |
| 2004-12-23 | $0.0750 | 0.22% |
| 2005-03-31 | $0.0750 | 0.21% |
| 2005-06-30 | $0.0900 | 0.22% |
| 2005-09-29 | $0.0900 | 0.22% |
| 2005-12-23 | $0.0900 | 0.23% |
| 2006-03-31 | $0.0900 | 0.24% |
| 2006-06-30 | $0.1000 | 0.30% |
| 2006-09-28 | $0.1000 | 0.28% |
| 2006-12-26 | $0.1000 | 0.26% |
| 2007-03-29 | $0.1000 | 0.26% |
| 2007-07-02 | $0.1100 | 0.23% |
| 2007-09-28 | $0.1100 | 0.24% |
| 2007-12-24 | $0.1100 | 0.26% |
| 2008-03-28 | $0.1100 | 0.28% |
| 2008-07-02 | $0.1300 | 0.29% |
| 2008-09-30 | $0.1300 | 0.33% |
| 2008-12-24 | $0.1300 | 0.40% |
| 2009-03-30 | $0.1300 | 0.42% |
| 2009-07-01 | $0.1400 | 0.42% |
| 2009-09-29 | $0.1400 | 0.41% |
| 2009-12-23 | $0.1400 | 0.33% |
| 2010-03-30 | $0.1400 | 0.33% |
| 2010-07-01 | $0.1600 | 0.41% |
| 2010-09-29 | $0.1600 | 0.39% |
| 2010-12-28 | $0.1600 | 0.35% |
| 2011-03-30 | $0.1600 | 0.32% |
| 2011-06-30 | $0.2000 | 0.39% |
| 2011-09-28 | $0.2000 | 0.44% |
| 2011-12-27 | $0.2000 | 0.45% |
| 2012-03-29 | $0.2000 | 0.42% |
| 2012-07-02 | $0.2400 | 0.49% |
| 2012-09-27 | $0.2400 | 0.51% |
| 2012-12-10 | $0.2400 | 0.56% |
| 2013-03-22 | $0.2400 | 0.62% |
| 2013-06-27 | $0.2500 | 0.63% |
| 2013-09-27 | $0.2500 | 0.53% |
| 2013-12-26 | $0.2500 | 0.45% |
| 2014-03-21 | $0.2500 | 0.44% |
| 2014-06-27 | $0.2900 | 0.48% |
| 2014-09-29 | $0.2900 | 0.50% |
| 2014-12-24 | $0.2900 | 0.49% |
| 2015-04-14 | $0.2900 | 0.48% |
| 2015-07-02 | $0.3000 | 0.54% |
| 2015-10-08 | $0.3000 | 0.61% |
| 2015-12-23 | $0.3000 | 0.68% |
| 2016-04-11 | $0.3000 | 0.64% |
| 2016-07-01 | $0.3100 | 0.59% |
| 2016-09-30 | $0.3100 | 0.62% |
| 2016-12-22 | $0.3100 | 0.56% |
| 2017-03-31 | $0.3100 | 0.58% |
| 2017-06-30 | $0.3200 | 0.60% |
| 2017-10-06 | $0.3200 | 0.60% |
| 2017-12-22 | $0.3200 | 0.48% |
| 2018-04-02 | $0.3200 | 0.50% |
| 2018-07-02 | $0.3300 | 0.53% |
| 2018-10-05 | $0.3300 | 0.54% |
| 2018-12-31 | $0.3300 | 0.70% |
| 2019-04-01 | $0.3300 | 0.75% |
| 2019-07-09 | $0.3400 | 0.74% |
| 2019-10-07 | $0.3400 | 0.77% |
| 2019-12-31 | $0.3400 | 0.70% |
| 2020-03-30 | $0.3400 | 0.90% |
| 2020-07-06 | $0.3425 | 0.91% |
| 2020-10-05 | $0.3425 | 1.04% |
| 2020-12-29 | $0.3425 | 0.75% |
| 2021-04-05 | $0.3425 | 0.62% |
| 2021-07-02 | $0.3450 | 0.58% |
| 2021-10-08 | $0.3450 | 0.65% |
| 2021-12-27 | $0.3450 | 0.62% |
| 2022-04-04 | $0.3450 | 0.63% |
| 2022-07-05 | $0.3475 | 0.72% |
| 2022-10-07 | $0.3475 | 0.90% |
| 2022-12-23 | $0.3475 | 0.87% |
| 2023-04-10 | $0.3475 | 0.92% |
| 2023-07-05 | $0.3500 | 1.02% |
| 2023-10-06 | $0.3500 | 1.00% |
| 2023-12-26 | $0.3500 | 1.04% |
| 2024-04-08 | $0.3500 | 0.91% |
| 2024-07-09 | $0.3525 | 0.79% |
| 2024-10-08 | $0.3525 | 0.70% |
| 2024-12-26 | $0.3525 | 0.78% |
| 2025-04-08 | $0.3525 | 0.87% |
| 2025-07-08 | $0.3550 | 0.85% |
| 2025-10-07 | $0.3550 | 0.92% |
| 2025-12-30 | $0.3550 | 1.14% |
| 2026-04-07 | $0.3550 | 0.92% |
| Total | 167 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 |
|---|---|---|---|---|
| 2021-07-02 | $61.32 | $12.26 | $0.10 | 0.8087 |
| 2021-10-08 | $61.60 | $12.32 | $0.10 | 0.9365 |
| 2021-12-27 | $61.92 | $12.38 | $0.10 | 0.8830 |
| 2022-04-04 | $62.23 | $12.45 | $0.10 | 0.9503 |
| 2022-07-05 | $63.01 | $12.60 | $0.10 | 1.0849 |
| 2022-10-07 | $63.39 | $12.68 | $0.10 | 1.3619 |
| 2022-12-23 | $63.86 | $12.77 | $0.10 | 1.2941 |
| 2023-04-10 | $64.31 | $12.86 | $0.10 | 1.3530 |
| 2023-07-05 | $65.25 | $13.05 | $0.10 | 1.5931 |
| 2023-10-06 | $65.80 | $13.16 | $0.11 | 1.5331 |
| 2023-12-26 | $66.34 | $13.27 | $0.11 | 1.6444 |
| 2024-04-08 | $66.92 | $13.38 | $0.11 | 1.3942 |
| 2024-07-09 | $67.89 | $13.58 | $0.11 | 1.2235 |
| 2024-10-08 | $68.32 | $13.66 | $0.11 | 1.1053 |
| 2024-12-26 | $68.71 | $13.74 | $0.11 | 1.2214 |
| 2025-04-08 | $69.14 | $13.83 | $0.11 | 1.3897 |
| 2025-07-08 | $70.12 | $14.02 | $0.11 | 1.3123 |
| 2025-10-07 | $70.59 | $14.12 | $0.11 | 1.4703 |
| 2025-12-30 | $71.11 | $14.22 | $0.11 | 1.8326 |
| 2026-04-07 | $71.76 | $14.35 | $0.11 | 1.4975 |
| Total | $1323.57 | $264.71 | $2.12 | 25.8897 |
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.