W. P. Carey Inc. (WPC) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$12,876
Total Return
28.76%
CAGR
5.19%
Dividends
$3,065.50
Yield on Cost
30.66%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.51% |
| Median | +0.59% |
| Best | +21.29% |
| Worst | -18.53% |
| % of Windows Positive | 53.6% |
1-Year (252 Trading Days)
| Average | +2.57% |
| Median | +5.32% |
| Best | +36.16% |
| Worst | -29.55% |
| % of Windows Positive | 56.5% |
3-Year (756 Trading Days)
| Average | -7.37% |
| Median | -8.93% |
| Best | +16.76% |
| Worst | -22.43% |
| % of Windows Positive | 17.8% |
Risk Metrics
| Maximum Drawdown | -37.79% |
| Average Drawdown | -14.65% |
| Drawdown Duration | 888 Trading Days |
| Sortino Ratio | 0.49 |
| Calmar Ratio | 0.14 |
| CVaR (5%) | -2.97% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +12.48% (+51.14% ann.) | +$1248.04 | $144.50 | $28.90 | $0.23 |
| 2025 | +23.53% | +$2353.47 | $675.88 | $135.18 | $1.08 |
| 2024 | -11.74% | $1173.79 | $548.51 | $109.70 | $0.88 |
| 2023 | -11.03% | $1103.49 | $531.97 | $106.39 | $0.85 |
| 2022 | -0.54% | $54.35 | $525.25 | $105.05 | $0.84 |
| 2021 | +21.52% | +$2152.27 | $606.17 | $121.23 | $0.97 |
| 2020 | -7.22% | $721.50 | $531.73 | $106.35 | $0.85 |
| 2019 | +27.51% | +$2751.35 | $643.35 | $128.67 | $1.03 |
| 2018 | -0.27% | $26.86 | $605.10 | $121.02 | $0.97 |
| 2017 | +22.34% | +$2234.34 | $691.40 | $138.28 | $1.11 |
| 2016 | +5.23% | +$522.67 | $678.19 | $135.64 | $1.08 |
| 2015 | -11.52% | $1151.61 | $556.01 | $111.20 | $0.89 |
| 2014 | +19.54% | +$1953.99 | $611.45 | $122.29 | $0.98 |
| 2013 | +22.74% | +$2273.76 | $681.63 | $136.33 | $1.09 |
| 2012 | +32.61% | +$3260.85 | $605.90 | $121.18 | $0.97 |
| 2011 | +36.79% | +$3679.10 | $710.56 | $142.11 | $1.13 |
| 2010 | +19.43% | +$1943.48 | $748.22 | $149.64 | $1.20 |
| 2009 | +26.71% | +$2671.42 | $1007.36 | $201.47 | $1.61 |
| 2008 | -25.20% | $2520.39 | $600.69 | $120.14 | $0.96 |
| 2007 | +16.39% | +$1639.39 | $728.56 | $145.71 | $1.17 |
| 2006 | +25.02% | +$2501.67 | $732.58 | $146.51 | $1.17 |
| 2005 | -24.05% | $2404.83 | $518.03 | $103.60 | $0.83 |
| 2004 | +20.46% | +$2046.09 | $585.11 | $117.02 | $0.93 |
| 2003 | +29.29% | +$2928.69 | $713.66 | $142.73 | $1.14 |
| 2002 | +12.83% | +$1283.27 | $755.83 | $151.17 | $1.21 |
| 2001 | +36.78% | +$3677.95 | $964.33 | $192.86 | $1.55 |
| 2000 | +15.92% | +$1592.02 | $1032.64 | $206.53 | $1.65 |
| 1999 | -7.28% | $728.40 | $874.15 | $174.84 | $1.40 |
| 1998 partial | -5.04% (-5.35% ann.) | $504.21 | $763.03 | $152.60 | $1.22 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania partial | January 21, 1998 – March 10, 2000 | -10.98% | -5.31% | $1098.06 | $1593.10 | $318.62 | $2.55 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +60.07% | +20.06% | +$6006.85 | $2976.19 | $595.24 | $4.77 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +72.03% | +11.47% | +$7202.67 | $4274.55 | $854.89 | $6.83 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -35.58% | -26.75% | $3558.29 | $878.26 | $175.66 | $1.40 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +164.38% | +33.38% | +$16437.87 | $4044.48 | $808.90 | $6.47 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +159.35% | +13.42% | +$15935.03 | $7390.39 | $1478.08 | $11.82 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -48.31% | -99.95% | $4830.88 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +28.29% | +49.31% | +$2829.03 | $601.89 | $120.38 | $0.96 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +23.59% | +22.26% | +$2359.16 | $640.13 | $128.03 | $1.02 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +7.22% | +7.68% | +$721.86 | $562.87 | $112.58 | $0.90 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -11.98% | -6.65% | $1198.07 | $896.97 | $179.39 | $1.44 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +22.05% | +13.54% | +$2204.83 | $1028.25 | $205.65 | $1.64 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1998-03-27 | $0.4035 | 1.98% |
| 1998-06-26 | $0.4035 | 1.97% |
| 1998-09-28 | $0.4035 | 2.11% |
| 1998-12-29 | $0.4035 | 2.09% |
| 1999-03-29 | $0.4094 | 2.32% |
| 1999-06-25 | $0.4094 | 2.42% |
| 1999-09-28 | $0.4094 | 2.50% |
| 1999-12-13 | $0.4094 | 2.47% |
| 2000-03-29 | $0.4143 | 2.40% |
| 2000-06-28 | $0.4143 | 2.48% |
| 2000-09-27 | $0.4143 | 2.40% |
| 2000-12-27 | $0.4143 | 2.38% |
| 2001-03-28 | $0.4143 | 2.14% |
| 2001-06-27 | $0.4163 | 2.04% |
| 2001-09-26 | $0.4172 | 2.07% |
| 2001-12-27 | $0.4182 | 1.83% |
| 2002-03-26 | $0.4192 | 1.81% |
| 2002-06-26 | $0.4192 | 1.79% |
| 2002-09-26 | $0.4212 | 1.69% |
| 2002-12-27 | $0.4212 | 1.72% |
| 2003-03-27 | $0.4231 | 1.73% |
| 2003-06-26 | $0.4241 | 1.46% |
| 2003-09-26 | $0.4241 | 1.31% |
| 2003-12-29 | $0.4261 | 1.37% |
| 2004-03-29 | $0.4261 | 1.41% |
| 2004-06-28 | $0.4290 | 1.48% |
| 2004-09-28 | $0.4309 | 1.44% |
| 2004-12-29 | $0.4329 | 1.24% |
| 2005-03-29 | $0.4349 | 1.49% |
| 2005-06-28 | $0.4368 | 1.50% |
| 2005-09-28 | $0.4388 | 1.65% |
| 2005-12-28 | $0.4407 | 1.80% |
| 2006-03-29 | $0.4427 | 1.67% |
| 2006-06-28 | $0.4447 | 1.75% |
| 2006-09-27 | $0.4466 | 1.63% |
| 2006-12-27 | $0.4486 | 1.49% |
| 2007-03-28 | $0.4525 | 1.37% |
| 2007-06-27 | $0.4574 | 1.52% |
| 2007-09-26 | $0.4623 | 1.50% |
| 2007-12-27 | $0.7316 | 2.17% |
| 2008-03-27 | $0.4721 | 1.54% |
| 2008-06-26 | $0.4770 | 1.63% |
| 2008-09-26 | $0.4819 | 1.80% |
| 2008-12-29 | $0.4838 | 2.18% |
| 2009-03-27 | $0.4858 | 2.19% |
| 2009-06-26 | $0.4878 | 1.96% |
| 2009-09-28 | $0.4897 | 1.70% |
| 2009-12-29 | $0.7855 | 2.81% |
| 2010-03-29 | $0.4936 | 1.70% |
| 2010-06-28 | $0.4956 | 1.81% |
| 2010-09-28 | $0.4976 | 1.74% |
| 2010-12-29 | $0.4995 | 1.62% |
| 2011-03-29 | $0.5015 | 1.39% |
| 2011-06-28 | $0.5387 | 1.36% |
| 2011-09-28 | $0.5485 | 1.46% |
| 2011-12-28 | $0.5514 | 1.27% |
| 2012-03-28 | $0.5534 | 1.20% |
| 2012-06-28 | $0.5553 | 1.24% |
| 2012-09-28 | $0.6366 | 1.27% |
| 2012-12-27 | $0.6464 | 1.26% |
| 2013-03-26 | $0.8031 | 1.21% |
| 2013-06-27 | $0.8227 | 1.28% |
| 2013-09-26 | $0.8423 | 1.30% |
| 2013-12-27 | $0.9598 | 1.55% |
| 2014-03-27 | $0.8766 | 1.48% |
| 2014-06-26 | $0.8815 | 1.38% |
| 2014-09-26 | $0.9207 | 1.47% |
| 2014-12-29 | $0.9305 | 1.31% |
| 2015-03-27 | $0.9334 | 1.39% |
| 2015-06-26 | $0.9344 | 1.60% |
| 2015-09-28 | $0.9354 | 1.62% |
| 2015-12-29 | $0.9452 | 1.59% |
| 2016-03-29 | $0.9540 | 1.58% |
| 2016-06-28 | $0.9598 | 1.44% |
| 2016-09-29 | $0.9647 | 1.47% |
| 2016-12-28 | $0.9696 | 1.67% |
| 2017-03-29 | $0.9745 | 1.61% |
| 2017-06-28 | $0.9794 | 1.49% |
| 2017-09-29 | $0.9843 | 1.47% |
| 2017-12-28 | $0.9892 | 1.45% |
| 2018-03-28 | $0.9941 | 1.64% |
| 2018-06-28 | $0.9990 | 1.54% |
| 2018-09-28 | $1.0039 | 1.60% |
| 2018-12-28 | $1.0088 | 1.55% |
| 2019-03-28 | $1.0108 | 1.31% |
| 2019-06-27 | $1.0127 | 1.27% |
| 2019-09-27 | $1.0147 | 1.13% |
| 2019-12-30 | $1.0167 | 1.30% |
| 2020-03-30 | $1.0186 | 1.72% |
| 2020-06-29 | $1.0206 | 1.57% |
| 2020-09-29 | $1.0225 | 1.57% |
| 2020-12-30 | $1.0245 | 1.49% |
| 2021-03-30 | $1.0264 | 1.47% |
| 2021-06-29 | $1.0284 | 1.36% |
| 2021-09-29 | $1.0304 | 1.41% |
| 2021-12-30 | $1.0333 | 1.27% |
| 2022-03-30 | $1.0353 | 1.27% |
| 2022-06-29 | $1.0372 | 1.23% |
| 2022-09-29 | $1.0392 | 1.45% |
| 2022-12-29 | $1.0431 | 1.36% |
| 2023-03-30 | $1.0451 | 1.36% |
| 2023-06-29 | $1.0470 | 1.57% |
| 2023-09-28 | $1.0490 | 1.96% |
| 2023-12-28 | $0.8600 | 1.31% |
| 2024-03-27 | $0.8650 | 1.56% |
| 2024-06-28 | $0.8700 | 1.56% |
| 2024-09-30 | $0.8750 | 1.39% |
| 2024-12-31 | $0.8800 | 1.61% |
| 2025-03-31 | $0.8900 | 1.42% |
| 2025-06-30 | $0.9000 | 1.43% |
| 2025-09-30 | $0.9100 | 1.34% |
| 2025-12-31 | $0.9200 | 1.41% |
| 2026-03-31 | $0.9300 | 1.37% |
| Total | 113 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 | $146.98 | $29.39 | $0.23 | 1.5905 |
| 2021-09-29 | $148.90 | $29.78 | $0.24 | 1.6413 |
| 2021-12-30 | $151.02 | $30.20 | $0.24 | 1.5014 |
| 2022-03-30 | $152.86 | $30.57 | $0.24 | 1.5151 |
| 2022-06-29 | $154.72 | $30.94 | $0.25 | 1.5023 |
| 2022-09-29 | $156.57 | $31.31 | $0.25 | 1.8559 |
| 2022-12-29 | $159.10 | $31.82 | $0.25 | 1.6525 |
| 2023-03-30 | $161.12 | $32.22 | $0.26 | 1.7035 |
| 2023-06-29 | $163.21 | $32.64 | $0.26 | 1.9695 |
| 2023-09-28 | $165.58 | $33.12 | $0.27 | 2.4684 |
| 2023-12-28 | $137.87 | $27.57 | $0.22 | 1.6760 |
| 2024-03-27 | $140.12 | $28.03 | $0.22 | 1.9988 |
| 2024-06-28 | $142.67 | $28.53 | $0.23 | 2.0692 |
| 2024-09-30 | $145.30 | $29.06 | $0.23 | 1.8621 |
| 2024-12-31 | $147.77 | $29.55 | $0.24 | 2.1656 |
| 2025-03-31 | $151.38 | $30.28 | $0.24 | 1.9151 |
| 2025-06-30 | $154.80 | $30.96 | $0.25 | 1.9813 |
| 2025-09-30 | $158.33 | $31.67 | $0.25 | 1.8708 |
| 2025-12-31 | $161.79 | $32.36 | $0.26 | 2.0070 |
| 2026-03-31 | $165.41 | $33.08 | $0.27 | 1.9433 |
| Total | $3065.50 | $613.10 | $4.91 | 36.8899 |
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.