Walmart Inc. (WMT) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$28,379
Total Return
183.79%
CAGR
23.20%
Dividends
$904.09
Yield on Cost
9.04%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.95% |
| Median | +2.03% |
| Best | +19.12% |
| Worst | -25.22% |
| % of Windows Positive | 64.0% |
1-Year (252 Trading Days)
| Average | +26.08% |
| Median | +24.45% |
| Best | +89.82% |
| Worst | -15.38% |
| % of Windows Positive | 84.2% |
3-Year (756 Trading Days)
| Average | +108.03% |
| Median | +115.63% |
| Best | +194.95% |
| Worst | +30.21% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -25.79% |
| Average Drawdown | -5.56% |
| Drawdown Duration | 289 Trading Days |
| Sortino Ratio | 1.58 |
| Calmar Ratio | 0.90 |
| CVaR (5%) | -2.97% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +12.43% (+50.90% ann.) | +$1242.98 | $22.26 | $4.45 | $0.04 |
| 2025 | +24.25% | +$2424.99 | $104.36 | $20.87 | $0.17 |
| 2024 | +73.57% | +$7356.92 | $158.96 | $31.79 | $0.25 |
| 2023 | +12.54% | +$1254.15 | $161.56 | $32.31 | $0.26 |
| 2022 | -0.78% | $77.76 | $155.53 | $31.11 | $0.25 |
| 2021 | +1.65% | +$164.60 | $153.36 | $30.67 | $0.25 |
| 2020 | +22.92% | +$2292.48 | $182.72 | $36.54 | $0.29 |
| 2019 | +29.64% | +$2963.59 | $229.04 | $45.81 | $0.37 |
| 2018 | -3.89% | $388.61 | $212.16 | $42.43 | $0.34 |
| 2017 | +45.80% | +$4579.54 | $297.59 | $59.52 | $0.48 |
| 2016 | +15.37% | +$1537.00 | $329.14 | $65.83 | $0.53 |
| 2015 | -27.04% | $2704.44 | $229.94 | $45.99 | $0.37 |
| 2014 | +11.31% | +$1130.65 | $245.86 | $49.17 | $0.39 |
| 2013 | +17.59% | +$1759.14 | $277.60 | $55.52 | $0.44 |
| 2012 | +16.41% | +$1640.57 | $268.47 | $53.69 | $0.43 |
| 2011 | +13.25% | +$1324.75 | $272.98 | $54.60 | $0.44 |
| 2010 | +2.76% | +$275.73 | $228.32 | $45.66 | $0.37 |
| 2009 | -3.00% | $299.60 | $196.10 | $39.22 | $0.31 |
| 2008 | +19.59% | +$1958.71 | $201.36 | $40.27 | $0.32 |
| 2007 | +4.50% | +$450.34 | $191.66 | $38.33 | $0.31 |
| 2006 | -0.16% | $15.88 | $144.22 | $28.84 | $0.23 |
| 2005 | -10.52% | $1052.47 | $114.01 | $22.80 | $0.18 |
| 2004 | +0.32% | +$31.90 | $98.29 | $19.66 | $0.16 |
| 2003 | +5.59% | +$558.64 | $71.41 | $14.28 | $0.11 |
| 2002 | -11.86% | $1185.66 | $52.21 | $10.44 | $0.08 |
| 2001 | +8.82% | +$881.79 | $52.80 | $10.56 | $0.08 |
| 2000 | -22.86% | $2286.43 | $34.77 | $6.95 | $0.06 |
| 1999 | +70.31% | +$7030.77 | $49.18 | $9.84 | $0.08 |
| 1998 | +107.34% | +$10734.42 | $79.25 | $15.85 | $0.13 |
| 1997 | +74.45% | +$7444.79 | $119.87 | $23.97 | $0.19 |
| 1996 | +2.93% | +$292.69 | $93.72 | $18.74 | $0.15 |
| 1995 | +5.38% | +$538.39 | $94.34 | $18.87 | $0.15 |
| 1994 | -14.54% | $1454.12 | $67.33 | $13.47 | $0.11 |
| 1993 | -21.60% | $2159.52 | $40.05 | $8.01 | $0.06 |
| 1992 | +9.02% | +$902.20 | $35.37 | $7.07 | $0.06 |
| 1991 | +95.22% | +$9521.55 | $55.61 | $11.12 | $0.09 |
| 1990 | +35.35% | +$3535.40 | $62.50 | $12.50 | $0.10 |
| 1989 | +43.67% | +$4366.92 | $70.26 | $14.05 | $0.11 |
| 1988 | +21.18% | +$2118.49 | $61.65 | $12.33 | $0.10 |
| 1987 | +12.19% | +$1218.95 | $51.67 | $10.33 | $0.08 |
| 1986 | +46.32% | +$4631.50 | $52.77 | $10.55 | $0.08 |
| 1985 | +69.05% | +$6904.60 | $74.04 | $14.81 | $0.12 |
| 1984 | -2.46% | $246.13 | $53.46 | $10.69 | $0.08 |
| 1983 | +56.88% | +$5688.22 | $56.28 | $11.26 | $0.09 |
| 1982 | +135.88% | +$13587.71 | $84.76 | $16.95 | $0.14 |
| 1981 | +42.34% | +$4234.39 | $210.54 | $42.11 | $0.34 |
| 1980 | +83.64% | +$8363.63 | $150.76 | $30.15 | $0.24 |
| 1979 | +47.36% | +$4735.88 | $132.80 | $26.56 | $0.23 |
| 1978 | +13.22% | +$1322.42 | $109.56 | $21.91 | $0.18 |
| 1977 | +31.70% | +$3169.55 | $104.40 | $20.88 | $0.15 |
| 1976 | +18.63% | +$1863.33 | $65.06 | $13.01 | $0.10 |
| 1975 | +177.50% | +$17750.30 | $139.32 | $27.86 | $0.21 |
| 1974 | -28.62% | $2861.51 | $75.89 | $15.17 | $0.10 |
| 1973 | -61.23% | $6123.06 | $0.00 | $0.00 | $0.00 |
| 1972 partial | +4.55% (+13.76% ann.) | +$454.76 | $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 | +292.61% | +34.75% | +$29261.03 | $524.42 | $104.88 | $0.84 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +7.61% | +2.89% | +$760.54 | $157.04 | $31.41 | $0.25 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | -8.22% | -1.70% | $822.40 | $571.14 | $114.23 | $0.91 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | +6.05% | +4.24% | +$604.57 | $258.95 | $51.79 | $0.41 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +58.51% | +14.62% | +$5851.18 | $968.05 | $193.61 | $1.55 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +85.14% | +8.48% | +$8514.09 | $2167.49 | $433.50 | $3.47 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -2.55% | -25.51% | $254.70 | $45.88 | $9.18 | $0.07 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +27.59% | +48.00% | +$2758.75 | $94.05 | $18.81 | $0.15 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +0.60% | +0.57% | +$60.08 | $153.29 | $30.66 | $0.25 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +0.43% | +0.46% | +$43.32 | $159.31 | $31.86 | $0.25 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +69.46% | +32.92% | +$6946.35 | $334.60 | $66.92 | $0.54 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +59.98% | +34.92% | +$5998.46 | $177.51 | $35.50 | $0.28 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1974-03-13 | $0.0000 | 0.30% |
| 1974-09-10 | $0.0000 | 0.31% |
| 1975-03-11 | $0.0000 | 0.17% |
| 1975-06-23 | $0.0000 | 0.12% |
| 1975-09-08 | $0.0000 | 0.12% |
| 1975-12-05 | $0.0000 | 0.15% |
| 1976-03-16 | $0.0000 | 0.13% |
| 1976-06-21 | $0.0000 | 0.14% |
| 1976-09-03 | $0.0000 | 0.13% |
| 1976-12-08 | $0.0000 | 0.17% |
| 1977-03-21 | $0.0000 | 0.17% |
| 1977-06-20 | $0.0001 | 0.31% |
| 1977-09-02 | $0.0001 | 0.28% |
| 1977-11-23 | $0.0001 | 0.24% |
| 1978-03-17 | $0.0001 | 0.31% |
| 1978-06-19 | $0.0001 | 0.23% |
| 1978-09-01 | $0.0001 | 0.20% |
| 1978-12-08 | $0.0001 | 0.25% |
| 1979-03-19 | $0.0001 | 0.31% |
| 1979-06-25 | $0.0001 | 0.29% |
| 1979-08-31 | $0.0001 | 0.22% |
| 1979-12-10 | $0.0001 | 0.21% |
| 1980-03-28 | $0.0001 | 0.34% |
| 1980-06-16 | $0.0001 | 0.26% |
| 1980-08-29 | $0.0001 | 0.20% |
| 1980-12-23 | $0.0003 | 0.37% |
| 1981-03-24 | $0.0002 | 0.19% |
| 1981-06-16 | $0.0002 | 0.17% |
| 1981-08-31 | $0.0002 | 0.18% |
| 1981-10-05 | $0.0011 | 1.13% |
| 1982-03-23 | $0.0002 | 0.21% |
| 1982-06-15 | $0.0002 | 0.18% |
| 1982-08-30 | $0.0002 | 0.15% |
| 1982-12-07 | $0.0002 | 0.09% |
| 1983-03-18 | $0.0004 | 0.13% |
| 1983-06-14 | $0.0004 | 0.09% |
| 1983-08-29 | $0.0004 | 0.09% |
| 1983-12-06 | $0.0004 | 0.09% |
| 1984-03-19 | $0.0005 | 0.15% |
| 1984-06-15 | $0.0005 | 0.14% |
| 1984-08-28 | $0.0005 | 0.12% |
| 1984-12-07 | $0.0005 | 0.13% |
| 1985-03-18 | $0.0007 | 0.15% |
| 1985-06-17 | $0.0007 | 0.13% |
| 1985-08-27 | $0.0007 | 0.14% |
| 1985-12-06 | $0.0007 | 0.12% |
| 1986-03-18 | $0.0009 | 0.11% |
| 1986-06-16 | $0.0009 | 0.09% |
| 1986-08-26 | $0.0009 | 0.09% |
| 1986-12-05 | $0.0009 | 0.09% |
| 1987-03-17 | $0.0013 | 0.11% |
| 1987-06-15 | $0.0013 | 0.09% |
| 1987-08-27 | $0.0013 | 0.07% |
| 1987-12-07 | $0.0013 | 0.14% |
| 1988-03-17 | $0.0017 | 0.13% |
| 1988-06-13 | $0.0017 | 0.14% |
| 1988-08-29 | $0.0017 | 0.13% |
| 1988-12-05 | $0.0017 | 0.13% |
| 1989-03-17 | $0.0023 | 0.16% |
| 1989-06-12 | $0.0023 | 0.14% |
| 1989-08-28 | $0.0023 | 0.13% |
| 1989-12-05 | $0.0023 | 0.12% |
| 1990-03-19 | $0.0029 | 0.15% |
| 1990-06-11 | $0.0029 | 0.12% |
| 1990-08-27 | $0.0029 | 0.13% |
| 1990-12-04 | $0.0029 | 0.11% |
| 1991-03-18 | $0.0035 | 0.11% |
| 1991-06-11 | $0.0035 | 0.10% |
| 1991-08-26 | $0.0035 | 0.09% |
| 1991-12-05 | $0.0035 | 0.08% |
| 1992-03-17 | $0.0043 | 0.10% |
| 1992-06-09 | $0.0043 | 0.10% |
| 1992-09-01 | $0.0043 | 0.09% |
| 1992-12-04 | $0.0043 | 0.08% |
| 1993-03-17 | $0.0053 | 0.10% |
| 1993-06-08 | $0.0053 | 0.12% |
| 1993-08-31 | $0.0053 | 0.12% |
| 1993-11-26 | $0.0053 | 0.11% |
| 1994-03-15 | $0.0070 | 0.15% |
| 1994-06-07 | $0.0070 | 0.18% |
| 1994-08-30 | $0.0070 | 0.17% |
| 1994-11-29 | $0.0070 | 0.18% |
| 1995-03-15 | $0.0083 | 0.20% |
| 1995-06-08 | $0.0083 | 0.20% |
| 1995-08-31 | $0.0083 | 0.20% |
| 1995-11-29 | $0.0083 | 0.20% |
| 1996-03-15 | $0.0087 | 0.22% |
| 1996-06-13 | $0.0087 | 0.20% |
| 1996-08-29 | $0.0087 | 0.19% |
| 1996-12-11 | $0.0087 | 0.21% |
| 1997-03-17 | $0.0113 | 0.24% |
| 1997-06-18 | $0.0113 | 0.20% |
| 1997-09-17 | $0.0113 | 0.18% |
| 1997-12-17 | $0.0113 | 0.17% |
| 1998-03-18 | $0.0130 | 0.15% |
| 1998-06-17 | $0.0130 | 0.14% |
| 1998-09-16 | $0.0130 | 0.12% |
| 1998-12-09 | $0.0130 | 0.10% |
| 1999-03-17 | $0.0167 | 0.10% |
| 1999-06-16 | $0.0167 | 0.12% |
| 1999-09-15 | $0.0167 | 0.11% |
| 1999-12-15 | $0.0167 | 0.07% |
| 2000-03-15 | $0.0200 | 0.13% |
| 2000-06-14 | $0.0200 | 0.11% |
| 2000-09-13 | $0.0200 | 0.11% |
| 2000-12-20 | $0.0200 | 0.13% |
| 2001-03-21 | $0.0233 | 0.15% |
| 2001-06-20 | $0.0233 | 0.14% |
| 2001-09-19 | $0.0233 | 0.15% |
| 2001-12-19 | $0.0233 | 0.13% |
| 2002-03-20 | $0.0250 | 0.12% |
| 2002-06-19 | $0.0250 | 0.13% |
| 2002-09-18 | $0.0250 | 0.14% |
| 2002-12-18 | $0.0250 | 0.15% |
| 2003-03-19 | $0.0300 | 0.17% |
| 2003-06-18 | $0.0300 | 0.16% |
| 2003-10-02 | $0.0300 | 0.16% |
| 2003-12-17 | $0.0300 | 0.18% |
| 2004-03-17 | $0.0433 | 0.22% |
| 2004-05-19 | $0.0433 | 0.24% |
| 2004-08-18 | $0.0433 | 0.24% |
| 2004-12-15 | $0.0433 | 0.24% |
| 2005-03-16 | $0.0500 | 0.29% |
| 2005-05-18 | $0.0500 | 0.32% |
| 2005-08-17 | $0.0500 | 0.32% |
| 2005-12-14 | $0.0500 | 0.30% |
| 2006-03-15 | $0.0560 | 0.37% |
| 2006-05-17 | $0.0560 | 0.35% |
| 2006-08-16 | $0.0560 | 0.38% |
| 2006-12-13 | $0.0560 | 0.37% |
| 2007-03-14 | $0.0733 | 0.48% |
| 2007-05-16 | $0.0733 | 0.46% |
| 2007-08-15 | $0.0733 | 0.50% |
| 2007-12-12 | $0.0733 | 0.45% |
| 2008-03-12 | $0.0793 | 0.47% |
| 2008-05-14 | $0.0793 | 0.42% |
| 2008-08-13 | $0.0793 | 0.40% |
| 2008-12-11 | $0.0793 | 0.43% |
| 2009-03-11 | $0.0910 | 0.56% |
| 2009-05-13 | $0.0910 | 0.54% |
| 2009-08-12 | $0.0910 | 0.55% |
| 2009-12-09 | $0.0910 | 0.50% |
| 2010-03-10 | $0.1010 | 0.56% |
| 2010-05-12 | $0.1010 | 0.58% |
| 2010-08-11 | $0.1010 | 0.58% |
| 2010-12-08 | $0.1010 | 0.55% |
| 2011-03-09 | $0.1217 | 0.70% |
| 2011-05-11 | $0.1217 | 0.66% |
| 2011-08-10 | $0.1217 | 0.72% |
| 2011-12-07 | $0.1217 | 0.62% |
| 2012-03-08 | $0.1327 | 0.66% |
| 2012-05-09 | $0.1327 | 0.67% |
| 2012-08-08 | $0.1327 | 0.54% |
| 2012-12-05 | $0.1327 | 0.55% |
| 2013-03-08 | $0.1567 | 0.64% |
| 2013-05-08 | $0.1567 | 0.60% |
| 2013-08-07 | $0.1567 | 0.60% |
| 2013-12-04 | $0.1567 | 0.58% |
| 2014-03-07 | $0.1600 | 0.64% |
| 2014-05-07 | $0.1600 | 0.62% |
| 2014-08-06 | $0.1600 | 0.65% |
| 2014-12-03 | $0.1600 | 0.56% |
| 2015-03-11 | $0.1633 | 0.60% |
| 2015-05-06 | $0.1633 | 0.63% |
| 2015-08-05 | $0.1633 | 0.68% |
| 2015-12-02 | $0.1633 | 0.83% |
| 2016-03-09 | $0.1667 | 0.73% |
| 2016-05-11 | $0.1667 | 0.73% |
| 2016-08-10 | $0.1667 | 0.68% |
| 2016-12-07 | $0.1667 | 0.71% |
| 2017-03-08 | $0.1700 | 0.73% |
| 2017-05-10 | $0.1700 | 0.66% |
| 2017-08-09 | $0.1700 | 0.63% |
| 2017-12-07 | $0.1700 | 0.52% |
| 2018-03-08 | $0.1733 | 0.59% |
| 2018-05-10 | $0.1733 | 0.63% |
| 2018-08-09 | $0.1733 | 0.58% |
| 2018-12-06 | $0.1733 | 0.54% |
| 2019-03-14 | $0.1767 | 0.54% |
| 2019-05-09 | $0.1767 | 0.53% |
| 2019-08-08 | $0.1767 | 0.49% |
| 2019-12-05 | $0.1767 | 0.45% |
| 2020-03-19 | $0.1800 | 0.44% |
| 2020-05-07 | $0.1800 | 0.44% |
| 2020-08-13 | $0.1800 | 0.41% |
| 2020-12-10 | $0.1800 | 0.36% |
| 2021-03-18 | $0.1833 | 0.42% |
| 2021-05-06 | $0.1833 | 0.39% |
| 2021-08-12 | $0.1833 | 0.37% |
| 2021-12-09 | $0.1833 | 0.40% |
| 2022-03-17 | $0.1867 | 0.39% |
| 2022-05-05 | $0.1867 | 0.36% |
| 2022-08-11 | $0.1867 | 0.43% |
| 2022-12-08 | $0.1867 | 0.38% |
| 2023-03-16 | $0.1900 | 0.41% |
| 2023-05-04 | $0.1900 | 0.38% |
| 2023-08-10 | $0.1900 | 0.35% |
| 2023-12-07 | $0.1900 | 0.37% |
| 2024-03-14 | $0.2080 | 0.34% |
| 2024-05-09 | $0.2080 | 0.34% |
| 2024-08-16 | $0.2080 | 0.28% |
| 2024-12-13 | $0.2080 | 0.22% |
| 2025-03-21 | $0.2350 | 0.27% |
| 2025-05-09 | $0.2350 | 0.24% |
| 2025-08-15 | $0.2350 | 0.23% |
| 2025-12-12 | $0.2350 | 0.20% |
| 2026-03-20 | $0.2480 | 0.20% |
| Total | 207 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 |
|---|---|---|---|---|
| 2021-05-06 | $39.48 | $7.90 | $0.06 | 0.6704 |
| 2021-08-12 | $39.60 | $7.92 | $0.06 | 0.6363 |
| 2021-12-09 | $39.72 | $7.94 | $0.06 | 0.6869 |
| 2022-03-17 | $40.57 | $8.11 | $0.06 | 0.6701 |
| 2022-05-05 | $40.69 | $8.14 | $0.07 | 0.6381 |
| 2022-08-11 | $40.81 | $8.16 | $0.07 | 0.7530 |
| 2022-12-08 | $40.95 | $8.19 | $0.07 | 0.6593 |
| 2023-03-16 | $41.81 | $8.36 | $0.07 | 0.7242 |
| 2023-05-04 | $41.95 | $8.39 | $0.07 | 0.6677 |
| 2023-08-10 | $42.07 | $8.41 | $0.07 | 0.6288 |
| 2023-12-07 | $42.19 | $8.44 | $0.07 | 0.6629 |
| 2024-03-14 | $46.33 | $9.27 | $0.07 | 0.6062 |
| 2024-05-09 | $46.45 | $9.29 | $0.07 | 0.6136 |
| 2024-08-16 | $46.58 | $9.32 | $0.07 | 0.5063 |
| 2024-12-13 | $46.69 | $9.34 | $0.07 | 0.3955 |
| 2025-03-21 | $52.84 | $10.57 | $0.08 | 0.4907 |
| 2025-05-09 | $52.96 | $10.59 | $0.08 | 0.4371 |
| 2025-08-15 | $53.06 | $10.61 | $0.08 | 0.4236 |
| 2025-12-12 | $53.16 | $10.63 | $0.09 | 0.3637 |
| 2026-03-20 | $56.19 | $11.24 | $0.09 | 0.3769 |
| Total | $904.09 | $180.82 | $1.45 | 11.6112 |
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.