Willis Towers Watson Public Limited Company (WTW) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$12,846
Total Return
28.46%
CAGR
5.14%
Dividends
$742.65
Yield on Cost
7.43%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.52% |
| Median | +0.59% |
| Best | +19.38% |
| Worst | -18.23% |
| % of Windows Positive | 54.5% |
1-Year (252 Trading Days)
| Average | +10.03% |
| Median | +9.57% |
| Best | +46.02% |
| Worst | -24.11% |
| % of Windows Positive | 74.3% |
3-Year (756 Trading Days)
| Average | +39.30% |
| Median | +39.10% |
| Best | +79.62% |
| Worst | -2.41% |
| % of Windows Positive | 97.6% |
Risk Metrics
| Maximum Drawdown | -28.60% |
| Average Drawdown | -10.42% |
| Drawdown Duration | 690 Trading Days |
| Sortino Ratio | 0.46 |
| Calmar Ratio | 0.18 |
| CVaR (5%) | -3.43% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -11.98% (-36.11% ann.) | $1197.79 | $29.22 | $5.84 | $0.05 |
| 2025 | +5.84% | +$584.37 | $117.88 | $23.57 | $0.19 |
| 2024 | +31.15% | +$3115.19 | $146.50 | $29.30 | $0.23 |
| 2023 | -0.22% | $21.51 | $137.99 | $27.60 | $0.22 |
| 2022 | +4.22% | +$421.74 | $138.73 | $27.75 | $0.22 |
| 2021 | +13.87% | +$1386.77 | $143.88 | $28.78 | $0.23 |
| 2020 | +5.51% | +$551.32 | $136.79 | $27.36 | $0.22 |
| 2019 | +34.44% | +$3444.37 | $171.94 | $34.39 | $0.28 |
| 2018 | +2.08% | +$208.36 | $160.03 | $32.01 | $0.26 |
| 2017 | +24.67% | +$2467.29 | $174.16 | $34.83 | $0.28 |
| 2016 | -3.75% | $375.40 | $149.95 | $29.99 | $0.24 |
| 2015 | +10.82% | +$1081.58 | $278.96 | $55.80 | $0.45 |
| 2014 | +2.25% | +$224.79 | $270.07 | $54.01 | $0.43 |
| 2013 | +36.51% | +$3651.17 | $336.82 | $67.36 | $0.54 |
| 2012 | -11.43% | $1143.45 | $280.91 | $56.18 | $0.45 |
| 2011 | +14.53% | +$1452.70 | $302.76 | $60.55 | $0.48 |
| 2010 | +34.71% | +$3471.09 | $398.16 | $79.63 | $0.64 |
| 2009 | +9.52% | +$952.44 | $423.41 | $84.68 | $0.68 |
| 2008 | -32.63% | $3262.66 | $276.49 | $55.30 | $0.44 |
| 2007 | -2.48% | $248.11 | $253.67 | $50.73 | $0.41 |
| 2006 | +9.76% | +$976.39 | $256.59 | $51.32 | $0.41 |
| 2005 | -8.53% | $853.41 | $210.43 | $42.09 | $0.34 |
| 2004 | +22.76% | +$2276.04 | $222.07 | $44.41 | $0.36 |
| 2003 | +20.62% | +$2062.03 | $202.08 | $40.41 | $0.32 |
| 2002 | +21.74% | +$2174.09 | $0.00 | $0.00 | $0.00 |
| 2001 partial | +41.87% (+88.20% ann.) | +$4186.75 | $0.00 | $0.00 | $0.00 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bust / post-bubble disinflation scare partial | June 12, 2001 – October 9, 2002 | +93.07% | +64.29% | +$9307.23 | $0.00 | $0.00 | $0.00 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +32.03% | +5.72% | +$3203.07 | $1194.19 | $238.83 | $1.91 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -52.92% | -41.33% | $5291.92 | $315.77 | $63.15 | $0.51 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +102.23% | +23.20% | +$10222.74 | $1934.79 | $386.96 | $3.09 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +146.26% | +12.65% | +$14626.02 | $2183.52 | $436.71 | $3.49 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -29.57% | -98.17% | $2956.56 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +14.11% | +23.67% | +$1411.25 | $120.47 | $24.09 | $0.19 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +18.74% | +17.70% | +$1874.37 | $150.08 | $30.02 | $0.24 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +0.14% | +0.15% | +$14.12 | $144.96 | $28.99 | $0.23 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +28.71% | +14.59% | +$2870.62 | $258.13 | $51.63 | $0.41 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +0.23% | +0.15% | +$23.42 | $220.33 | $44.07 | $0.35 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2003-03-27 | $0.3311 | 0.44% |
| 2003-06-26 | $0.3311 | 0.41% |
| 2003-09-26 | $0.4318 | 0.53% |
| 2003-12-29 | $0.4318 | 0.49% |
| 2004-03-29 | $0.4980 | 0.51% |
| 2004-06-28 | $0.4980 | 0.51% |
| 2004-09-28 | $0.4980 | 0.51% |
| 2004-12-29 | $0.4980 | 0.45% |
| 2005-03-29 | $0.5695 | 0.59% |
| 2005-06-28 | $0.5695 | 0.67% |
| 2005-09-28 | $0.5695 | 0.57% |
| 2005-12-28 | $0.5695 | 0.58% |
| 2006-03-29 | $0.6225 | 0.69% |
| 2006-06-28 | $0.6225 | 0.73% |
| 2006-09-27 | $0.6225 | 0.63% |
| 2006-12-27 | $0.6225 | 0.58% |
| 2007-03-28 | $0.6623 | 0.64% |
| 2007-06-27 | $0.6623 | 0.55% |
| 2007-09-26 | $0.6623 | 0.61% |
| 2007-12-27 | $0.6623 | 0.65% |
| 2008-03-27 | $0.6887 | 0.74% |
| 2008-06-26 | $0.6887 | 0.78% |
| 2008-09-26 | $0.6887 | 0.82% |
| 2008-12-29 | $0.6887 | 1.10% |
| 2009-03-27 | $0.6887 | 1.12% |
| 2009-06-26 | $0.6887 | 1.00% |
| 2009-09-28 | $0.6887 | 0.94% |
| 2009-12-28 | $0.6887 | 0.98% |
| 2010-03-29 | $0.6887 | 0.82% |
| 2010-06-28 | $0.6887 | 0.84% |
| 2010-09-28 | $0.6887 | 0.84% |
| 2010-12-29 | $0.6887 | 0.75% |
| 2011-03-29 | $0.6887 | 0.66% |
| 2011-06-28 | $0.6887 | 0.65% |
| 2011-09-28 | $0.6887 | 0.74% |
| 2011-12-28 | $0.6887 | 0.66% |
| 2012-03-28 | $0.7152 | 0.77% |
| 2012-06-27 | $0.7152 | 0.77% |
| 2012-09-26 | $0.7152 | 0.74% |
| 2012-12-27 | $0.7152 | 0.81% |
| 2013-03-26 | $0.7417 | 0.72% |
| 2013-06-26 | $0.7417 | 0.68% |
| 2013-09-26 | $0.7417 | 0.64% |
| 2013-12-27 | $0.7417 | 0.63% |
| 2014-03-27 | $0.7947 | 0.71% |
| 2014-06-26 | $0.7947 | 0.69% |
| 2014-09-26 | $0.7947 | 0.73% |
| 2014-12-29 | $0.7947 | 0.66% |
| 2015-03-27 | $0.8212 | 0.65% |
| 2015-06-26 | $0.8212 | 0.66% |
| 2015-09-28 | $0.8212 | 0.75% |
| 2015-11-16 | $0.8212 | 0.71% |
| 2016-03-29 | $0.4800 | 0.40% |
| 2016-06-28 | $0.4800 | 0.42% |
| 2016-09-28 | $0.4800 | 0.37% |
| 2016-12-28 | $0.4800 | 0.39% |
| 2017-03-29 | $0.5300 | 0.40% |
| 2017-06-28 | $0.5300 | 0.37% |
| 2017-09-28 | $0.5300 | 0.34% |
| 2017-12-28 | $0.5300 | 0.35% |
| 2018-03-28 | $0.6000 | 0.40% |
| 2018-06-28 | $0.6000 | 0.40% |
| 2018-09-27 | $0.6000 | 0.43% |
| 2018-12-28 | $0.6000 | 0.40% |
| 2019-03-28 | $0.6500 | 0.37% |
| 2019-06-27 | $0.6500 | 0.35% |
| 2019-09-27 | $0.6500 | 0.33% |
| 2019-12-30 | $0.6500 | 0.32% |
| 2020-03-30 | $0.6800 | 0.41% |
| 2020-06-29 | $0.6800 | 0.35% |
| 2020-09-29 | $0.6800 | 0.33% |
| 2020-12-30 | $0.7100 | 0.34% |
| 2021-03-30 | $0.7100 | 0.30% |
| 2021-05-27 | $0.7100 | 0.27% |
| 2021-09-29 | $0.8000 | 0.35% |
| 2021-12-30 | $0.8000 | 0.34% |
| 2022-03-30 | $0.8200 | 0.34% |
| 2022-06-29 | $0.8200 | 0.41% |
| 2022-09-29 | $0.8200 | 0.40% |
| 2022-12-29 | $0.8200 | 0.34% |
| 2023-03-30 | $0.8400 | 0.36% |
| 2023-06-29 | $0.8400 | 0.36% |
| 2023-09-28 | $0.8400 | 0.40% |
| 2023-12-28 | $0.8400 | 0.35% |
| 2024-03-27 | $0.8800 | 0.32% |
| 2024-06-28 | $0.8800 | 0.33% |
| 2024-09-30 | $0.8800 | 0.30% |
| 2024-12-31 | $0.8800 | 0.28% |
| 2025-03-31 | $0.9200 | 0.27% |
| 2025-06-30 | $0.9200 | 0.30% |
| 2025-09-30 | $0.9200 | 0.27% |
| 2025-12-31 | $0.9200 | 0.28% |
| 2026-03-31 | $0.9600 | 0.33% |
| Total | 93 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 |
|---|---|---|---|---|
| 2021-05-27 | $29.99 | $6.00 | $0.05 | 0.0918 |
| 2021-09-29 | $33.87 | $6.77 | $0.05 | 0.1181 |
| 2021-12-30 | $33.96 | $6.79 | $0.05 | 0.1144 |
| 2022-03-30 | $34.91 | $6.98 | $0.06 | 0.1161 |
| 2022-06-29 | $35.00 | $7.00 | $0.06 | 0.1398 |
| 2022-09-29 | $35.12 | $7.02 | $0.06 | 0.1386 |
| 2022-12-29 | $35.23 | $7.05 | $0.06 | 0.1147 |
| 2023-03-30 | $36.18 | $7.24 | $0.06 | 0.1262 |
| 2023-06-29 | $36.29 | $7.26 | $0.06 | 0.1246 |
| 2023-09-28 | $36.40 | $7.28 | $0.06 | 0.1371 |
| 2023-12-28 | $36.51 | $7.30 | $0.06 | 0.1218 |
| 2024-03-27 | $38.36 | $7.67 | $0.06 | 0.1110 |
| 2024-06-28 | $38.45 | $7.69 | $0.06 | 0.1171 |
| 2024-09-30 | $38.56 | $7.71 | $0.06 | 0.1045 |
| 2024-12-31 | $38.65 | $7.73 | $0.06 | 0.0985 |
| 2025-03-31 | $40.50 | $8.10 | $0.07 | 0.0957 |
| 2025-06-30 | $40.59 | $8.12 | $0.07 | 0.1057 |
| 2025-09-30 | $40.68 | $8.14 | $0.07 | 0.0940 |
| 2025-12-31 | $40.77 | $8.15 | $0.07 | 0.0991 |
| 2026-03-31 | $42.64 | $8.53 | $0.07 | 0.1171 |
| Total | $742.65 | $148.53 | $1.19 | 2.2858 |
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.