Worthington Enterprises, Inc. (WOR) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$14,475
Total Return
44.75%
CAGR
7.68%
Dividends
$908.91
Yield on Cost
9.09%

Rolling Returns

1-Month (21 Trading Days)
Average+1.05%
Median-0.11%
Best+44.19%
Worst-24.83%
% of Windows Positive49.7%
1-Year (252 Trading Days)
Average+18.47%
Median+17.71%
Best+101.99%
Worst-37.68%
% of Windows Positive69.5%
3-Year (756 Trading Days)
Average+62.81%
Median+48.89%
Best+166.42%
Worst+13.86%
% of Windows Positive100.0%

Risk Metrics

Maximum Drawdown -44.98%
Average Drawdown -19.57%
Drawdown Duration 539 Trading Days
Sortino Ratio 0.57
Calmar Ratio 0.17
CVaR (5%) -4.97%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +7.62% (+29.40% ann.) +$761.54 $36.84 $7.37 $0.06
2025 +29.94% +$2994.04 $180.29 $36.06 $0.29
2024 -29.53% $2953.24 $115.10 $23.02 $0.18
2023 +90.79% +$9078.97 $255.07 $51.01 $0.41
2022 -7.32% $732.47 $217.42 $43.48 $0.35
2021 +8.05% +$805.44 $213.38 $42.68 $0.34
2020 +24.60% +$2459.67 $234.84 $46.97 $0.38
2019 +23.46% +$2346.10 $271.86 $54.37 $0.44
2018 -19.63% $1963.06 $200.88 $40.18 $0.32
2017 -5.81% $581.37 $173.73 $34.75 $0.28
2016 +59.81% +$5980.63 $260.45 $52.09 $0.42
2015 +2.45% +$245.23 $248.04 $49.61 $0.40
2014 -27.53% $2753.10 $157.61 $31.52 $0.25
2013 +62.95% +$6295.49 $115.63 $23.13 $0.19
2012 +63.25% +$6324.96 $469.76 $93.95 $0.75
2011 -9.09% $909.07 $240.90 $48.18 $0.39
2010 +43.62% +$4362.05 $308.38 $61.68 $0.49
2009 +22.83% +$2282.55 $432.82 $86.56 $0.69
2008 -36.24% $3623.72 $384.86 $76.97 $0.62
2007 +3.65% +$365.33 $387.81 $77.56 $0.62
2006 -4.94% $494.24 $358.01 $71.60 $0.57
2005 +0.95% +$95.14 $351.08 $70.22 $0.56
2004 +11.50% +$1150.31 $358.68 $71.73 $0.57
2003 +22.49% +$2248.55 $425.77 $85.16 $0.68
2002 +10.72% +$1072.35 $456.38 $91.27 $0.73
2001 +84.04% +$8403.91 $808.54 $161.71 $1.30
2000 -48.96% $4896.19 $386.46 $77.29 $0.62
1999 +37.12% +$3712.30 $478.53 $95.71 $0.77
1998 -21.88% $2188.26 $336.74 $67.35 $0.54
1997 -7.01% $701.00 $283.54 $56.71 $0.45
1996 -11.31% $1131.17 $227.35 $45.47 $0.36
1995 +5.84% +$584.20 $216.36 $43.27 $0.35
1994 -0.91% $90.58 $191.36 $38.27 $0.31
1993 +37.19% +$3718.51 $227.65 $45.53 $0.36
1992 -1.01% $100.93 $206.64 $41.33 $0.33
1991 +56.26% +$5625.86 $279.76 $55.95 $0.45
1990 +1.70% +$170.23 $258.66 $51.73 $0.42
1989 +2.94% +$293.69 $230.18 $46.04 $0.37
1988 +37.01% +$3700.72 $256.38 $51.28 $0.41
1987 +3.84% +$384.32 $231.56 $46.31 $0.37
1986 +12.97% +$1296.53 $61.36 $12.27 $0.10
1985 +43.48% +$4347.82 $0.00 $0.00 $0.00
1984 -18.94% $1894.27 $0.00 $0.00 $0.00
1983 +60.99% +$6099.28 $0.00 $0.00 $0.00
1982 +6.82% +$681.82 $0.00 $0.00 $0.00
1981 +11.39% +$1139.25 $0.00 $0.00 $0.00
1980 partial +43.64% (+58.04% ann.) +$4363.63 $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 -28.23% -6.98% $2822.58 $1216.76 $243.35 $1.95
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 +72.51% +23.60% +$7251.14 $1469.11 $293.82 $2.35
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +58.83% +9.70% +$5882.58 $1953.28 $390.65 $3.12
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -69.86% -57.22% $6986.43 $349.17 $69.83 $0.56
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +186.55% +36.60% +$18655.15 $2015.28 $403.05 $3.22
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +98.07% +9.45% +$9806.60 $2812.94 $562.59 $4.50
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -43.40% -99.85% $4340.42 $64.10 $12.82 $0.10
Policy bazooka / monetary euphoria March 25, 2020 – November 6, 2020 +122.83% +265.08% +$12283.44 $216.97 $43.39 $0.35
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 -1.18% -1.12% $117.50 $208.51 $41.70 $0.33
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 +7.79% +8.29% +$779.05 $241.30 $48.26 $0.39
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +39.89% +19.86% +$3989.34 $439.83 $87.97 $0.70
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +24.05% +14.73% +$2405.15 $239.88 $47.98 $0.38

Dividend History

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

Date Per Share Yield %
1986-12-04 $0.0247 0.53%
1987-03-03 $0.0247 0.45%
1987-05-29 $0.0247 0.46%
1987-08-25 $0.0274 0.39%
1987-12-04 $0.0274 0.61%
1988-03-04 $0.0274 0.49%
1988-05-26 $0.0301 0.54%
1988-08-29 $0.0301 0.52%
1988-12-01 $0.0301 0.50%
1989-03-08 $0.0329 0.55%
1989-05-24 $0.0329 0.55%
1989-08-28 $0.0384 0.58%
1989-12-01 $0.0384 0.56%
1990-03-01 $0.0384 0.68%
1990-05-25 $0.0411 0.64%
1990-08-28 $0.0411 0.74%
1990-11-30 $0.0411 0.75%
1991-03-07 $0.0411 0.65%
1991-05-24 $0.0438 0.68%
1991-08-27 $0.0438 0.57%
1991-12-06 $0.0452 0.54%
1992-03-09 $0.0493 0.52%
1992-05-29 $0.0493 0.51%
1992-08-25 $0.0493 0.54%
1992-11-27 $0.0493 0.54%
1993-03-09 $0.0493 0.48%
1993-05-27 $0.0534 0.46%
1993-08-24 $0.0534 0.43%
1993-11-29 $0.0555 0.51%
1994-03-08 $0.0555 0.46%
1994-05-31 $0.0617 0.53%
1994-08-23 $0.0617 0.49%
1994-12-01 $0.0617 0.50%
1995-03-06 $0.0617 0.50%
1995-06-08 $0.0678 0.52%
1995-08-24 $0.0678 0.54%
1995-12-04 $0.0678 0.53%
1996-03-07 $0.0678 0.51%
1996-05-30 $0.0740 0.60%
1996-08-29 $0.0740 0.58%
1996-12-03 $0.0740 0.60%
1997-02-27 $0.0740 0.58%
1997-06-10 $0.0801 0.70%
1997-09-03 $0.0801 0.69%
1997-12-05 $0.0801 0.72%
1998-03-06 $0.0801 0.72%
1998-06-08 $0.0863 0.82%
1998-09-08 $0.0863 1.12%
1998-12-04 $0.0863 1.17%
1999-03-10 $0.0863 1.11%
1999-06-08 $0.0925 1.12%
1999-09-07 $0.0925 0.98%
1999-12-13 $0.0925 0.95%
2000-03-13 $0.0925 1.16%
2000-06-13 $0.0986 1.29%
2000-09-13 $0.0986 1.56%
2000-12-13 $0.0986 1.91%
2001-03-13 $0.0986 1.64%
2001-06-13 $0.0986 1.31%
2001-09-17 $0.0986 1.13%
2001-12-12 $0.0986 1.16%
2002-03-13 $0.0986 1.06%
2002-06-12 $0.0986 1.07%
2002-09-11 $0.0986 0.87%
2002-12-11 $0.0986 0.92%
2003-03-12 $0.0986 1.25%
2003-06-11 $0.0986 1.02%
2003-09-11 $0.0986 1.10%
2003-12-11 $0.0986 1.00%
2004-03-11 $0.0986 0.93%
2004-06-14 $0.0986 0.80%
2004-09-13 $0.0986 0.77%
2004-12-13 $0.0986 0.80%
2005-03-11 $0.1048 0.85%
2005-06-13 $0.1048 1.03%
2005-09-13 $0.1048 0.91%
2005-12-13 $0.1048 0.82%
2006-03-13 $0.1048 0.88%
2006-06-13 $0.1048 1.01%
2006-09-13 $0.1048 0.93%
2006-12-13 $0.1048 0.95%
2007-03-13 $0.1048 0.89%
2007-06-13 $0.1048 0.87%
2007-09-12 $0.1048 0.81%
2007-12-12 $0.1048 0.79%
2008-03-12 $0.1048 1.03%
2008-06-11 $0.1048 0.90%
2008-09-11 $0.1048 1.01%
2008-12-11 $0.1048 1.22%
2009-03-11 $0.1048 2.11%
2009-06-11 $0.0617 0.66%
2009-09-11 $0.0617 0.68%
2009-12-11 $0.0617 0.84%
2010-03-11 $0.0617 0.57%
2010-06-11 $0.0617 0.73%
2010-09-13 $0.0617 0.65%
2010-12-13 $0.0617 0.56%
2011-03-11 $0.0617 0.55%
2011-06-13 $0.0617 0.50%
2011-09-13 $0.0740 0.85%
2011-12-13 $0.0740 0.72%
2012-03-13 $0.0740 0.69%
2012-06-13 $0.0740 0.73%
2012-09-12 $0.0801 0.55%
2012-12-12 $0.0801 0.55%
2012-12-19 $0.1603 1.03%
2013-09-11 $0.0925 0.44%
2013-12-11 $0.0925 0.36%
2014-03-12 $0.0925 0.37%
2014-06-11 $0.0925 0.36%
2014-09-11 $0.1110 0.45%
2014-12-11 $0.1110 0.49%
2015-03-11 $0.1110 0.71%
2015-06-11 $0.1110 0.64%
2015-09-11 $0.1171 0.79%
2015-12-11 $0.1171 0.65%
2016-03-11 $0.1171 0.57%
2016-06-13 $0.1171 0.48%
2016-09-13 $0.1233 0.48%
2016-12-13 $0.1233 0.36%
2017-03-13 $0.1233 0.41%
2017-06-13 $0.1233 0.44%
2017-09-14 $0.1295 0.41%
2017-12-14 $0.1295 0.49%
2018-03-14 $0.1295 0.46%
2018-06-14 $0.1295 0.44%
2018-09-13 $0.1418 0.52%
2018-12-13 $0.1418 0.61%
2019-03-14 $0.1418 0.62%
2019-06-13 $0.1418 0.63%
2019-09-12 $0.1480 0.61%
2019-12-12 $0.1480 0.59%
2020-03-12 $0.1480 0.93%
2020-06-12 $0.1480 0.75%
2020-09-14 $0.1541 0.65%
2020-12-14 $0.1541 0.49%
2021-03-12 $0.1541 0.34%
2021-06-14 $0.1726 0.43%
2021-09-14 $0.1726 0.51%
2021-12-14 $0.1726 0.54%
2022-03-14 $0.1726 0.48%
2022-06-14 $0.1726 0.67%
2022-09-14 $0.1911 0.60%
2022-12-14 $0.1911 0.59%
2023-03-14 $0.1911 0.56%
2023-06-14 $0.1911 0.49%
2023-09-14 $0.1973 0.46%
2023-11-14 $0.1973 0.51%
2024-03-14 $0.1600 0.25%
2024-06-14 $0.1600 0.30%
2024-09-13 $0.1700 0.38%
2024-12-13 $0.1700 0.43%
2025-03-14 $0.1700 0.42%
2025-06-13 $0.1700 0.28%
2025-09-15 $0.1900 0.30%
2025-12-15 $0.1900 0.33%
2026-03-13 $0.1900 0.40%
Total 157 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
2021-06-14 $42.05 $8.41 $0.07 0.8679
2021-09-14 $42.20 $8.44 $0.07 1.0209
2021-12-14 $42.37 $8.47 $0.07 1.0678
2022-03-14 $42.56 $8.51 $0.07 0.9588
2022-06-14 $42.72 $8.54 $0.07 1.3361
2022-09-14 $47.56 $9.51 $0.08 1.2203
2022-12-14 $47.79 $9.56 $0.08 1.1782
2023-03-14 $48.02 $9.60 $0.08 1.1112
2023-06-14 $48.23 $9.65 $0.08 1.0160
2023-09-14 $49.98 $10.00 $0.08 0.9182
2023-11-14 $50.17 $10.03 $0.08 0.9796
2024-03-14 $40.84 $8.17 $0.07 0.5299
2024-06-14 $40.93 $8.19 $0.07 0.6376
2024-09-13 $43.59 $8.72 $0.07 0.7693
2024-12-13 $43.72 $8.74 $0.07 0.8896
2025-03-14 $43.87 $8.77 $0.07 0.8586
2025-06-13 $44.02 $8.80 $0.07 0.5888
2025-09-15 $49.31 $9.86 $0.08 0.6171
2025-12-15 $49.43 $9.89 $0.08 0.6835
2026-03-13 $49.56 $9.91 $0.08 0.8358
Total $908.91 $181.78 $1.45 18.0849

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.

FRD

CAGR 8.69% Total 4541.28% Final $464,128
1980-03-17 — 2026-04-14
PFSI

CAGR 13.69% Total 425.21% Final $52,521
2013-05-09 — 2026-04-14
AIT

CAGR 12.83% Total 25881.87% Final $2,598,187
1980-03-17 — 2026-04-14