Exxon Mobil Corporation (XOM) Stock Total Returns
Growth of $10,000 chart
2021-04-12 to 2026-04-10 to
$
%
%
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Investment Performance
Final Value
$32,034
Total Return
220.34%
CAGR
26.25%
Dividends
$3,665.89
Yield on Cost
36.66%
Rolling Returns
1-Month (21 Trading Days)
| Average | +2.28% |
| Median | +1.87% |
| Best | +32.97% |
| Worst | -18.12% |
| % of Windows Positive | 62.2% |
1-Year (252 Trading Days)
| Average | +23.20% |
| Median | +13.68% |
| Best | +94.10% |
| Worst | -15.31% |
| % of Windows Positive | 79.4% |
3-Year (756 Trading Days)
| Average | +64.73% |
| Median | +49.43% |
| Best | +146.24% |
| Worst | +10.27% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -20.51% |
| Average Drawdown | -6.98% |
| Drawdown Duration | 93 Trading Days |
| Sortino Ratio | 1.47 |
| Calmar Ratio | 1.28 |
| CVaR (5%) | -3.75% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +27.43% (+142.37% ann.) | +$2742.77 | $85.59 | $17.12 | $0.14 |
| 2025 | +15.15% | +$1514.63 | $376.01 | $75.20 | $0.60 |
| 2024 | +10.51% | +$1051.22 | $388.14 | $77.63 | $0.62 |
| 2023 | -6.88% | $687.73 | $336.94 | $67.39 | $0.54 |
| 2022 | +85.91% | +$8590.80 | $587.58 | $117.52 | $0.94 |
| 2021 | +55.75% | +$5575.50 | $863.03 | $172.61 | $1.38 |
| 2020 | -37.19% | $3718.55 | $509.03 | $101.81 | $0.81 |
| 2019 | +6.25% | +$624.58 | $510.02 | $102.00 | $0.82 |
| 2018 | -15.79% | $1578.94 | $390.98 | $78.20 | $0.63 |
| 2017 | -4.52% | $451.81 | $342.87 | $68.57 | $0.55 |
| 2016 | +19.06% | +$1906.49 | $386.38 | $77.28 | $0.62 |
| 2015 | -13.35% | $1335.27 | $314.61 | $62.92 | $0.50 |
| 2014 | -6.59% | $659.31 | $269.07 | $53.81 | $0.43 |
| 2013 | +19.48% | +$1948.42 | $286.57 | $57.31 | $0.46 |
| 2012 | +4.19% | +$419.14 | $259.18 | $51.84 | $0.41 |
| 2011 | +18.15% | +$1814.66 | $254.78 | $50.96 | $0.41 |
| 2010 | +9.55% | +$954.86 | $257.26 | $51.45 | $0.41 |
| 2009 | -13.00% | $1300.35 | $209.34 | $41.87 | $0.33 |
| 2008 | -13.47% | $1347.26 | $166.36 | $33.27 | $0.27 |
| 2007 | +23.92% | +$2391.97 | $179.73 | $35.95 | $0.29 |
| 2006 | +38.53% | +$3852.98 | $229.27 | $45.85 | $0.37 |
| 2005 | +11.32% | +$1132.11 | $223.73 | $44.75 | $0.36 |
| 2004 | +27.43% | +$2743.07 | $260.49 | $52.10 | $0.42 |
| 2003 | +19.97% | +$1996.72 | $282.86 | $56.57 | $0.45 |
| 2002 | -9.31% | $931.42 | $235.79 | $47.16 | $0.38 |
| 2001 | -8.00% | $799.62 | $210.70 | $42.14 | $0.34 |
| 2000 | +9.77% | +$976.90 | $219.92 | $43.98 | $0.35 |
| 1999 | +12.07% | +$1207.11 | $229.86 | $45.97 | $0.37 |
| 1998 | +21.81% | +$2181.21 | $270.02 | $54.00 | $0.43 |
| 1997 | +27.71% | +$2770.71 | $334.58 | $66.92 | $0.54 |
| 1996 | +24.44% | +$2444.11 | $388.97 | $77.79 | $0.62 |
| 1995 | +38.23% | +$3822.72 | $500.61 | $100.12 | $0.80 |
| 1994 | -0.08% | $7.83 | $467.42 | $93.48 | $0.75 |
| 1993 | +7.05% | +$704.86 | $477.64 | $95.53 | $0.76 |
| 1992 | +4.26% | +$425.86 | $471.59 | $94.32 | $0.75 |
| 1991 | +22.14% | +$2213.55 | $525.61 | $105.12 | $0.84 |
| 1990 | +7.76% | +$775.59 | $501.71 | $100.34 | $0.80 |
| 1989 | +18.40% | +$1839.95 | $530.95 | $106.19 | $0.85 |
| 1988 | +20.06% | +$2005.52 | $572.61 | $114.52 | $0.92 |
| 1987 | +12.56% | +$1256.33 | $549.02 | $109.80 | $0.88 |
| 1986 | +33.54% | +$3354.30 | $666.27 | $133.25 | $1.07 |
| 1985 | +29.29% | +$2929.13 | $782.87 | $156.57 | $1.25 |
| 1984 | +28.50% | +$2850.46 | $919.34 | $183.87 | $1.47 |
| 1983 | +34.91% | +$3490.71 | $1072.39 | $214.48 | $1.72 |
| 1982 | +5.55% | +$555.15 | $1245.78 | $249.16 | $2.00 |
| 1981 | -16.83% | $1683.09 | $763.31 | $152.66 | $1.22 |
| 1980 | +55.80% | +$5580.38 | $1005.16 | $201.03 | $1.61 |
| 1979 | +18.95% | +$1895.29 | $812.38 | $162.47 | $1.30 |
| 1978 | +7.90% | +$789.84 | $700.57 | $140.12 | $1.12 |
| 1977 | -5.93% | $592.84 | $569.14 | $113.83 | $0.91 |
| 1976 | +26.24% | +$2624.24 | $624.55 | $124.91 | $1.00 |
| 1975 | +45.99% | +$4599.39 | $992.45 | $198.49 | $1.59 |
| 1974 | -27.64% | $2763.69 | $541.11 | $108.22 | $0.87 |
| 1973 | +11.49% | +$1149.43 | $492.23 | $98.44 | $0.79 |
| 1972 | +23.41% | +$2340.61 | $523.21 | $104.64 | $0.83 |
| 1971 | +4.75% | +$474.52 | $525.92 | $105.18 | $0.84 |
| 1970 | +23.27% | +$2327.12 | $467.78 | $93.55 | $0.75 |
| 1969 | -18.23% | $1823.46 | $483.76 | $96.75 | $0.77 |
| 1968 | +21.13% | +$2112.57 | $549.09 | $109.82 | $0.87 |
| 1967 | +9.14% | +$913.67 | $294.09 | $58.81 | $0.47 |
| 1966 | -18.39% | $1838.91 | $415.97 | $83.20 | $0.66 |
| 1965 | -8.00% | $799.95 | $353.54 | $70.71 | $0.56 |
| 1964 | +21.92% | +$2191.91 | $398.93 | $79.78 | $0.64 |
| 1963 | +31.99% | +$3199.16 | $468.19 | $93.64 | $0.75 |
| 1962 partial | +22.28% (+22.43% ann.) | +$2227.51 | $501.95 | $100.39 | $0.80 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +142.48% | +21.31% | +$14247.57 | $2304.45 | $460.89 | $3.69 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | -9.53% | -3.82% | $953.01 | $607.45 | $121.49 | $0.97 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +199.43% | +24.54% | +$19942.98 | $1775.50 | $355.10 | $2.84 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -29.09% | -21.60% | $2908.56 | $249.23 | $49.85 | $0.40 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +34.93% | +9.28% | +$3493.20 | $901.86 | $180.37 | $1.44 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | -13.04% | -1.83% | $1303.86 | $2913.82 | $582.76 | $4.66 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -47.46% | -99.94% | $4746.07 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | -4.57% | -7.25% | $456.93 | $494.84 | $98.97 | $0.79 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +78.28% | +73.07% | +$7828.23 | $1217.01 | $243.40 | $1.95 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +86.49% | +93.81% | +$8649.41 | $445.00 | $89.00 | $0.71 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +9.02% | +4.77% | +$902.20 | $689.42 | $137.88 | $1.10 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 10, 2026 | +38.65% | +23.34% | +$3865.46 | $534.85 | $106.97 | $0.86 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1962-02-07 | $0.0187 | 1.09% |
| 1962-05-09 | $0.0187 | 1.09% |
| 1962-08-08 | $0.0187 | 1.16% |
| 1962-11-07 | $0.0219 | 1.29% |
| 1963-02-06 | $0.0203 | 1.07% |
| 1963-05-08 | $0.0203 | 0.99% |
| 1963-08-07 | $0.0203 | 0.91% |
| 1963-11-06 | $0.0250 | 1.11% |
| 1964-02-05 | $0.0219 | 0.85% |
| 1964-05-06 | $0.0219 | 0.78% |
| 1964-08-05 | $0.0234 | 0.87% |
| 1964-11-04 | $0.0266 | 0.95% |
| 1965-02-03 | $0.0234 | 0.86% |
| 1965-05-05 | $0.0234 | 0.94% |
| 1965-08-04 | $0.0234 | 0.98% |
| 1965-11-03 | $0.0281 | 1.11% |
| 1966-02-03 | $0.0250 | 0.99% |
| 1966-05-09 | $0.0250 | 1.08% |
| 1966-08-08 | $0.0250 | 1.16% |
| 1966-11-04 | $0.0281 | 1.30% |
| 1967-05-08 | $0.0250 | 1.20% |
| 1967-11-03 | $0.0328 | 1.56% |
| 1968-02-05 | $0.0266 | 1.22% |
| 1968-05-03 | $0.0266 | 1.18% |
| 1968-08-02 | $0.0281 | 1.16% |
| 1968-11-07 | $0.0328 | 1.31% |
| 1969-02-06 | $0.0281 | 1.10% |
| 1969-05-02 | $0.0281 | 1.12% |
| 1969-08-06 | $0.0281 | 1.24% |
| 1969-11-05 | $0.0328 | 1.56% |
| 1970-05-07 | $0.0281 | 1.66% |
| 1970-08-06 | $0.0281 | 1.46% |
| 1970-11-04 | $0.0328 | 1.50% |
| 1971-02-08 | $0.0281 | 1.27% |
| 1971-05-06 | $0.0281 | 1.15% |
| 1971-08-05 | $0.0297 | 1.27% |
| 1971-11-05 | $0.0328 | 1.46% |
| 1972-02-04 | $0.0297 | 1.25% |
| 1972-05-04 | $0.0297 | 1.34% |
| 1972-08-04 | $0.0297 | 1.24% |
| 1972-11-02 | $0.0297 | 1.12% |
| 1973-02-05 | $0.0297 | 1.00% |
| 1973-05-03 | $0.0297 | 0.98% |
| 1973-08-02 | $0.0344 | 1.16% |
| 1973-11-02 | $0.0391 | 1.32% |
| 1974-02-04 | $0.0344 | 1.28% |
| 1974-05-06 | $0.0344 | 1.40% |
| 1974-08-06 | $0.0391 | 1.62% |
| 1974-11-04 | $0.0484 | 2.25% |
| 1975-02-05 | $0.0391 | 1.65% |
| 1975-03-31 | $0.0391 | 1.70% |
| 1975-05-05 | $0.0391 | 1.47% |
| 1975-08-06 | $0.0391 | 1.44% |
| 1975-11-05 | $0.0391 | 1.41% |
| 1976-02-04 | $0.0391 | 1.36% |
| 1976-05-10 | $0.0437 | 1.41% |
| 1976-08-09 | $0.0437 | 1.29% |
| 1976-11-05 | $0.0437 | 1.35% |
| 1977-02-04 | $0.0469 | 1.39% |
| 1977-05-09 | $0.0469 | 1.43% |
| 1977-08-09 | $0.0469 | 1.45% |
| 1977-11-04 | $0.0469 | 1.59% |
| 1978-02-03 | $0.0500 | 1.70% |
| 1978-05-09 | $0.0500 | 1.63% |
| 1978-08-08 | $0.0531 | 1.77% |
| 1978-11-06 | $0.0531 | 1.61% |
| 1979-02-05 | $0.0563 | 1.76% |
| 1979-05-08 | $0.0563 | 1.71% |
| 1979-08-07 | $0.0625 | 1.83% |
| 1979-11-02 | $0.0688 | 1.89% |
| 1980-02-04 | $0.0750 | 1.90% |
| 1980-05-07 | $0.0813 | 2.09% |
| 1980-08-07 | $0.0875 | 1.98% |
| 1980-11-05 | $0.0938 | 1.90% |
| 1981-02-03 | $0.0938 | 1.98% |
| 1981-05-11 | $0.0938 | 2.21% |
| 1981-08-07 | $0.0938 | 2.11% |
| 1981-11-05 | $0.0938 | 2.38% |
| 1982-02-03 | $0.1875 | 4.94% |
| 1982-05-07 | $0.0938 | 2.54% |
| 1982-08-09 | $0.0938 | 2.86% |
| 1982-11-05 | $0.0938 | 2.38% |
| 1983-02-04 | $0.0938 | 2.49% |
| 1983-05-09 | $0.0938 | 2.13% |
| 1983-08-09 | $0.1000 | 2.16% |
| 1983-11-04 | $0.1000 | 2.04% |
| 1984-02-06 | $0.1000 | 2.03% |
| 1984-05-08 | $0.1062 | 1.98% |
| 1984-08-07 | $0.1062 | 2.15% |
| 1984-11-02 | $0.1062 | 1.92% |
| 1985-02-04 | $0.1062 | 1.76% |
| 1985-05-07 | $0.1062 | 1.63% |
| 1985-08-07 | $0.1062 | 1.65% |
| 1985-11-05 | $0.1125 | 1.63% |
| 1986-02-04 | $0.1125 | 1.74% |
| 1986-05-07 | $0.1125 | 1.51% |
| 1986-08-07 | $0.1125 | 1.40% |
| 1986-11-05 | $0.1125 | 1.29% |
| 1987-02-04 | $0.1125 | 1.08% |
| 1987-05-07 | $0.1125 | 1.02% |
| 1987-08-07 | $0.1250 | 1.03% |
| 1987-11-05 | $0.1250 | 1.17% |
| 1988-02-05 | $0.1250 | 1.22% |
| 1988-05-09 | $0.1375 | 1.25% |
| 1988-08-09 | $0.1375 | 1.17% |
| 1988-11-07 | $0.1375 | 1.23% |
| 1989-02-06 | $0.1375 | 1.20% |
| 1989-05-09 | $0.1375 | 1.30% |
| 1989-08-08 | $0.1500 | 1.30% |
| 1989-11-07 | $0.1500 | 1.30% |
| 1990-02-06 | $0.1500 | 1.25% |
| 1990-05-08 | $0.1500 | 1.29% |
| 1990-08-07 | $0.1500 | 1.11% |
| 1990-11-05 | $0.1675 | 1.35% |
| 1991-02-05 | $0.1675 | 1.31% |
| 1991-05-07 | $0.1675 | 1.14% |
| 1991-08-07 | $0.1675 | 1.12% |
| 1991-11-05 | $0.1675 | 1.09% |
| 1992-02-05 | $0.1675 | 1.13% |
| 1992-05-07 | $0.1800 | 1.21% |
| 1992-08-07 | $0.1800 | 1.13% |
| 1992-11-05 | $0.1800 | 1.20% |
| 1993-02-04 | $0.1800 | 1.15% |
| 1993-05-07 | $0.1800 | 1.10% |
| 1993-08-09 | $0.1800 | 1.11% |
| 1993-11-05 | $0.1800 | 1.11% |
| 1994-02-04 | $0.1800 | 1.07% |
| 1994-05-09 | $0.1800 | 1.15% |
| 1994-08-09 | $0.1800 | 1.20% |
| 1994-11-07 | $0.1875 | 1.22% |
| 1995-02-06 | $0.1875 | 1.20% |
| 1995-05-09 | $0.1875 | 1.05% |
| 1995-08-10 | $0.1875 | 1.06% |
| 1995-11-09 | $0.1875 | 0.98% |
| 1996-02-08 | $0.1875 | 0.92% |
| 1996-05-09 | $0.1975 | 0.94% |
| 1996-08-09 | $0.1975 | 0.96% |
| 1996-11-07 | $0.1975 | 0.89% |
| 1997-02-06 | $0.1975 | 0.77% |
| 1997-05-09 | $0.2050 | 0.71% |
| 1997-08-11 | $0.2050 | 0.66% |
| 1997-11-07 | $0.2050 | 0.67% |
| 1998-02-06 | $0.2050 | 0.66% |
| 1998-05-11 | $0.2050 | 0.56% |
| 1998-08-11 | $0.2050 | 0.61% |
| 1998-11-09 | $0.2050 | 0.56% |
| 1999-02-08 | $0.2050 | 0.57% |
| 1999-05-10 | $0.2050 | 0.49% |
| 1999-08-11 | $0.2050 | 0.51% |
| 1999-11-09 | $0.2200 | 0.59% |
| 2000-02-09 | $0.2200 | 0.56% |
| 2000-05-11 | $0.2200 | 0.54% |
| 2000-08-10 | $0.2200 | 0.54% |
| 2000-11-09 | $0.2200 | 0.49% |
| 2001-02-07 | $0.2200 | 0.52% |
| 2001-05-10 | $0.2200 | 0.49% |
| 2001-06-18 | $0.0100 | 0.02% |
| 2001-08-09 | $0.2300 | 0.56% |
| 2001-11-07 | $0.2300 | 0.58% |
| 2002-02-07 | $0.2300 | 0.59% |
| 2002-05-09 | $0.2300 | 0.57% |
| 2002-08-09 | $0.2300 | 0.64% |
| 2002-11-07 | $0.2300 | 0.66% |
| 2003-02-06 | $0.2300 | 0.67% |
| 2003-05-09 | $0.2500 | 0.71% |
| 2003-08-11 | $0.2500 | 0.68% |
| 2003-11-07 | $0.2500 | 0.70% |
| 2004-02-09 | $0.2500 | 0.62% |
| 2004-05-11 | $0.2700 | 0.64% |
| 2004-08-11 | $0.2700 | 0.60% |
| 2004-11-09 | $0.2700 | 0.54% |
| 2005-02-08 | $0.2700 | 0.49% |
| 2005-05-11 | $0.2900 | 0.51% |
| 2005-08-10 | $0.2900 | 0.49% |
| 2005-11-08 | $0.2900 | 0.51% |
| 2006-02-08 | $0.3200 | 0.53% |
| 2006-05-10 | $0.3200 | 0.50% |
| 2006-08-10 | $0.3200 | 0.46% |
| 2006-11-09 | $0.3200 | 0.43% |
| 2007-02-07 | $0.3200 | 0.42% |
| 2007-05-10 | $0.3500 | 0.43% |
| 2007-08-09 | $0.3500 | 0.40% |
| 2007-11-07 | $0.3500 | 0.39% |
| 2008-02-07 | $0.3500 | 0.43% |
| 2008-05-09 | $0.4000 | 0.44% |
| 2008-08-11 | $0.4000 | 0.51% |
| 2008-11-07 | $0.4000 | 0.57% |
| 2009-02-06 | $0.4000 | 0.50% |
| 2009-05-11 | $0.4200 | 0.59% |
| 2009-08-11 | $0.4200 | 0.61% |
| 2009-11-09 | $0.4200 | 0.58% |
| 2010-02-08 | $0.4200 | 0.65% |
| 2010-05-11 | $0.4400 | 0.67% |
| 2010-08-11 | $0.4400 | 0.71% |
| 2010-11-09 | $0.4400 | 0.63% |
| 2011-02-08 | $0.4400 | 0.52% |
| 2011-05-11 | $0.4700 | 0.56% |
| 2011-08-10 | $0.4700 | 0.66% |
| 2011-11-08 | $0.4700 | 0.59% |
| 2012-02-08 | $0.4700 | 0.54% |
| 2012-05-10 | $0.5700 | 0.68% |
| 2012-08-09 | $0.5700 | 0.65% |
| 2012-11-07 | $0.5700 | 0.62% |
| 2013-02-07 | $0.5700 | 0.63% |
| 2013-05-09 | $0.6300 | 0.69% |
| 2013-08-09 | $0.6300 | 0.69% |
| 2013-11-07 | $0.6300 | 0.68% |
| 2014-02-06 | $0.6300 | 0.70% |
| 2014-05-09 | $0.6900 | 0.67% |
| 2014-08-11 | $0.6900 | 0.69% |
| 2014-11-07 | $0.6900 | 0.72% |
| 2015-02-06 | $0.6900 | 0.75% |
| 2015-05-11 | $0.7300 | 0.82% |
| 2015-08-11 | $0.7300 | 0.93% |
| 2015-11-09 | $0.7300 | 0.86% |
| 2016-02-09 | $0.7300 | 0.90% |
| 2016-05-11 | $0.7500 | 0.83% |
| 2016-08-10 | $0.7500 | 0.85% |
| 2016-11-08 | $0.7500 | 0.88% |
| 2017-02-08 | $0.7500 | 0.91% |
| 2017-05-10 | $0.7700 | 0.94% |
| 2017-08-10 | $0.7700 | 0.96% |
| 2017-11-10 | $0.7700 | 0.92% |
| 2018-02-09 | $0.7700 | 1.01% |
| 2018-05-11 | $0.8200 | 1.00% |
| 2018-08-10 | $0.8200 | 1.02% |
| 2018-11-09 | $0.8200 | 1.00% |
| 2019-02-08 | $0.8200 | 1.10% |
| 2019-05-10 | $0.8700 | 1.13% |
| 2019-08-12 | $0.8700 | 1.23% |
| 2019-11-08 | $0.8700 | 1.19% |
| 2020-02-10 | $0.8700 | 1.42% |
| 2020-05-12 | $0.8700 | 1.90% |
| 2020-08-12 | $0.8700 | 1.93% |
| 2020-11-10 | $0.8700 | 2.36% |
| 2021-02-09 | $0.8700 | 1.67% |
| 2021-05-12 | $0.8700 | 1.44% |
| 2021-08-12 | $0.8700 | 1.49% |
| 2021-11-10 | $0.8800 | 1.33% |
| 2022-02-09 | $0.8800 | 1.10% |
| 2022-05-12 | $0.8800 | 1.01% |
| 2022-08-11 | $0.8800 | 0.96% |
| 2022-11-14 | $0.9100 | 0.80% |
| 2023-02-13 | $0.9100 | 0.76% |
| 2023-05-15 | $0.9100 | 0.86% |
| 2023-08-15 | $0.9100 | 0.81% |
| 2023-11-14 | $0.9500 | 0.91% |
| 2024-02-13 | $0.9500 | 0.92% |
| 2024-05-14 | $0.9500 | 0.81% |
| 2024-08-15 | $0.9500 | 0.80% |
| 2024-11-14 | $0.9900 | 0.82% |
| 2025-02-12 | $0.9900 | 0.89% |
| 2025-05-15 | $0.9900 | 0.91% |
| 2025-08-15 | $0.9900 | 0.92% |
| 2025-11-14 | $1.0300 | 0.87% |
| 2026-02-12 | $1.0300 | 0.66% |
| Total | 256 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-10 to 2026-04-10. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-05-12 | $156.76 | $31.35 | $0.25 | 2.0845 |
| 2021-08-12 | $158.57 | $31.71 | $0.25 | 2.2075 |
| 2021-11-10 | $162.34 | $32.47 | $0.26 | 2.0191 |
| 2022-02-09 | $164.11 | $32.82 | $0.26 | 1.6586 |
| 2022-05-12 | $165.57 | $33.11 | $0.26 | 1.5318 |
| 2022-08-11 | $166.92 | $33.38 | $0.27 | 1.4301 |
| 2022-11-14 | $173.91 | $34.78 | $0.28 | 1.2248 |
| 2023-02-13 | $175.03 | $35.01 | $0.28 | 1.1863 |
| 2023-05-15 | $176.11 | $35.22 | $0.28 | 1.3382 |
| 2023-08-15 | $177.32 | $35.46 | $0.28 | 1.3089 |
| 2023-11-14 | $186.36 | $37.27 | $0.30 | 1.4267 |
| 2024-02-13 | $187.72 | $37.54 | $0.30 | 1.4789 |
| 2024-05-14 | $189.12 | $37.82 | $0.30 | 1.2832 |
| 2024-08-15 | $190.34 | $38.07 | $0.30 | 1.2799 |
| 2024-11-14 | $199.62 | $39.92 | $0.32 | 1.3220 |
| 2025-02-12 | $200.93 | $40.19 | $0.32 | 1.4944 |
| 2025-05-15 | $202.41 | $40.48 | $0.32 | 1.4883 |
| 2025-08-15 | $203.88 | $40.78 | $0.33 | 1.5286 |
| 2025-11-14 | $213.70 | $42.74 | $0.34 | 1.4303 |
| 2026-02-12 | $215.17 | $43.03 | $0.34 | 1.1458 |
| Total | $3665.89 | $733.18 | $5.87 | 29.8679 |
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.