Xerox Holdings Corporation (XRX) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$735
Total Return
-92.65%
CAGR
-40.68%
Dividends
$1,759.85
Yield on Cost
17.60%
Rolling Returns
1-Month (21 Trading Days)
| Average | -3.54% |
| Median | -3.35% |
| Best | +53.57% |
| Worst | -44.51% |
| % of Windows Positive | 37.8% |
1-Year (252 Trading Days)
| Average | -28.58% |
| Median | -25.61% |
| Best | +36.66% |
| Worst | -77.18% |
| % of Windows Positive | 16.7% |
3-Year (756 Trading Days)
| Average | -61.16% |
| Median | -60.81% |
| Best | -24.63% |
| Worst | -90.32% |
| % of Windows Positive | 0.0% |
Risk Metrics
| Maximum Drawdown | -93.80% |
| Average Drawdown | -42.20% |
| Drawdown Duration | 1251 Trading Days (Unrecovered) |
| Sortino Ratio | -1.01 |
| Calmar Ratio | -0.43 |
| CVaR (5%) | -8.06% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -39.59% (-82.96% ann.) | $3958.58 | $105.48 | $21.10 | $0.17 |
| 2025 | -70.80% | $7079.98 | $239.48 | $47.89 | $0.38 |
| 2024 | -50.64% | $5064.25 | $557.59 | $111.52 | $0.89 |
| 2023 | +31.96% | +$3195.69 | $698.70 | $139.74 | $1.12 |
| 2022 | -32.12% | $3211.78 | $449.56 | $89.91 | $0.72 |
| 2021 | +1.11% | +$111.19 | $436.79 | $87.36 | $0.70 |
| 2020 | -34.30% | $3429.79 | $276.06 | $55.21 | $0.44 |
| 2019 | +91.08% | +$9108.39 | $510.72 | $102.14 | $0.82 |
| 2018 | -29.96% | $2996.32 | $346.91 | $69.38 | $0.55 |
| 2017 | +41.33% | +$4132.78 | $1773.39 | $354.68 | $2.84 |
| 2016 | -15.76% | $1576.04 | $296.25 | $59.25 | $0.47 |
| 2015 | -21.72% | $2171.63 | $203.50 | $40.70 | $0.33 |
| 2014 | +15.73% | +$1572.56 | $208.41 | $41.68 | $0.33 |
| 2013 | +81.83% | +$8182.92 | $342.82 | $68.57 | $0.55 |
| 2012 | -12.73% | $1273.07 | $217.50 | $43.50 | $0.35 |
| 2011 | -29.81% | $2981.38 | $150.10 | $30.02 | $0.24 |
| 2010 | +38.04% | +$3804.24 | $204.42 | $40.88 | $0.33 |
| 2009 | +8.33% | +$832.78 | $217.71 | $43.54 | $0.35 |
| 2008 | -50.16% | $5016.06 | $106.63 | $21.33 | $0.17 |
| 2007 | -4.28% | $428.12 | $25.37 | $5.07 | $0.04 |
| 2006 | +15.70% | +$1569.96 | $0.00 | $0.00 | $0.00 |
| 2005 | -13.87% | $1387.42 | $0.00 | $0.00 | $0.00 |
| 2004 | +23.26% | +$2326.09 | $0.00 | $0.00 | $0.00 |
| 2003 | +71.43% | +$7142.86 | $0.00 | $0.00 | $0.00 |
| 2002 | -22.74% | $2274.47 | $0.00 | $0.00 | $0.00 |
| 2001 | +126.79% | +$12678.64 | $108.11 | $21.62 | $0.17 |
| 2000 | -79.03% | $7902.88 | $288.83 | $57.77 | $0.46 |
| 1999 | -60.97% | $6096.66 | $136.19 | $27.24 | $0.22 |
| 1998 | +61.59% | +$6159.16 | $195.81 | $39.16 | $0.31 |
| 1997 | +42.41% | +$4241.47 | $244.64 | $48.93 | $0.39 |
| 1996 | +17.37% | +$1737.22 | $255.83 | $51.17 | $0.41 |
| 1995 | +41.33% | +$4132.55 | $323.11 | $64.62 | $0.52 |
| 1994 | +13.40% | +$1339.88 | $338.69 | $67.74 | $0.54 |
| 1993 | +16.26% | +$1625.74 | $382.89 | $76.58 | $0.61 |
| 1992 | +19.35% | +$1934.64 | $443.13 | $88.63 | $0.71 |
| 1991 | +101.00% | +$10100.43 | $858.64 | $171.73 | $1.37 |
| 1990 | -34.44% | $3443.88 | $533.83 | $106.77 | $0.85 |
| 1989 | +1.89% | +$188.85 | $521.24 | $104.25 | $0.83 |
| 1988 | +7.75% | +$774.56 | $538.67 | $107.73 | $0.86 |
| 1987 | -2.27% | $227.13 | $506.09 | $101.22 | $0.81 |
| 1986 | +4.42% | +$442.23 | $509.24 | $101.85 | $0.81 |
| 1985 | +65.35% | +$6534.55 | $807.24 | $161.45 | $1.29 |
| 1984 | -18.61% | $1860.69 | $619.88 | $123.97 | $0.99 |
| 1983 | +39.79% | +$3978.75 | $820.07 | $164.01 | $1.31 |
| 1982 | -1.10% | $110.19 | $760.41 | $152.08 | $1.22 |
| 1981 | -28.94% | $2894.45 | $509.42 | $101.89 | $0.82 |
| 1980 | +0.07% | +$7.43 | $457.22 | $91.44 | $0.73 |
| 1979 | +20.41% | +$2041.30 | $456.30 | $91.26 | $0.73 |
| 1978 | +17.54% | +$1753.89 | $433.31 | $86.67 | $0.69 |
| 1977 | -18.13% | $1813.31 | $258.76 | $51.75 | $0.41 |
| 1976 | +16.66% | +$1665.82 | $217.37 | $43.47 | $0.35 |
| 1975 | +0.04% | +$4.36 | $194.98 | $39.00 | $0.31 |
| 1974 | -57.65% | $5764.89 | $81.69 | $16.34 | $0.13 |
| 1973 | -17.34% | $1733.96 | $60.41 | $12.08 | $0.10 |
| 1972 | +19.69% | +$1969.24 | $67.18 | $13.44 | $0.11 |
| 1971 | +45.65% | +$4565.26 | $92.70 | $18.54 | $0.15 |
| 1970 | -17.81% | $1781.26 | $47.36 | $9.47 | $0.07 |
| 1969 | +19.18% | +$1918.12 | $65.55 | $13.11 | $0.10 |
| 1968 | -11.33% | $1133.17 | $49.59 | $9.92 | $0.08 |
| 1967 | +53.96% | +$5396.22 | $60.84 | $12.17 | $0.10 |
| 1966 | -1.88% | $188.10 | $45.85 | $9.17 | $0.07 |
| 1965 | +105.50% | +$10550.28 | $66.00 | $13.20 | $0.11 |
| 1964 | +16.45% | +$1645.34 | $161.35 | $32.27 | $0.26 |
| 1963 | +171.32% | +$17132.22 | $79.08 | $15.81 | $0.14 |
| 1962 partial | -0.63% (-0.63% ann.) | $62.82 | $43.82 | $8.76 | $0.08 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +33.24% | +6.46% | +$3323.68 | $1699.92 | $339.98 | $2.72 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | -81.96% | -48.59% | $8195.91 | $205.31 | $41.06 | $0.33 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +300.00% | +31.98% | +$30000.00 | $0.00 | $0.00 | $0.00 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -75.56% | -63.11% | $7555.89 | $124.79 | $24.96 | $0.20 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +41.18% | +10.76% | +$4118.31 | $1293.22 | $258.64 | $2.07 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +171.48% | +14.11% | +$17147.98 | $5814.30 | $1162.86 | $9.30 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -56.20% | -99.99% | $5619.90 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +13.19% | +22.06% | +$1318.64 | $432.94 | $86.59 | $0.69 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | -7.66% | -7.28% | $765.81 | $471.08 | $94.22 | $0.75 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -19.48% | -20.55% | $1948.19 | $550.95 | $110.19 | $0.88 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -23.85% | -13.67% | $2385.11 | $1218.15 | $243.63 | $1.95 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | -85.31% | -70.55% | $8530.65 | $703.15 | $140.63 | $1.12 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1962-03-06 | $0.0029 | 0.07% |
| 1962-06-05 | $0.0029 | 0.09% |
| 1962-09-04 | $0.0073 | 0.17% |
| 1962-12-04 | $0.0073 | 0.17% |
| 1963-03-05 | $0.0073 | 0.16% |
| 1963-06-04 | $0.0073 | 0.12% |
| 1963-09-03 | $0.0073 | 0.09% |
| 1963-12-12 | $0.0146 | 0.13% |
| 1964-03-03 | $0.0146 | 0.12% |
| 1964-06-02 | $0.1542 | 0.97% |
| 1964-09-01 | $0.0146 | 0.10% |
| 1964-12-01 | $0.0183 | 0.13% |
| 1965-03-02 | $0.0256 | 0.14% |
| 1965-06-01 | $0.0183 | 0.09% |
| 1965-08-31 | $0.0256 | 0.10% |
| 1965-11-30 | $0.0256 | 0.09% |
| 1966-03-01 | $0.0256 | 0.07% |
| 1966-05-31 | $0.0366 | 0.10% |
| 1966-08-30 | $0.0366 | 0.14% |
| 1966-11-29 | $0.0366 | 0.13% |
| 1967-02-28 | $0.0366 | 0.10% |
| 1967-05-29 | $0.0366 | 0.09% |
| 1967-08-28 | $0.0512 | 0.14% |
| 1967-11-28 | $0.0512 | 0.12% |
| 1968-02-26 | $0.0512 | 0.14% |
| 1968-05-24 | $0.0512 | 0.13% |
| 1968-08-30 | $0.0586 | 0.14% |
| 1968-12-02 | $0.0586 | 0.14% |
| 1969-03-03 | $0.0586 | 0.15% |
| 1969-05-12 | $0.0659 | 0.16% |
| 1969-08-29 | $0.0659 | 0.16% |
| 1969-12-01 | $0.0659 | 0.14% |
| 1970-06-01 | $0.0659 | 0.18% |
| 1970-08-31 | $0.0659 | 0.19% |
| 1970-11-30 | $0.0878 | 0.23% |
| 1971-03-01 | $0.0878 | 0.21% |
| 1971-05-28 | $0.0878 | 0.19% |
| 1971-09-03 | $0.0878 | 0.17% |
| 1971-12-06 | $0.0878 | 0.17% |
| 1972-03-06 | $0.0922 | 0.15% |
| 1972-06-05 | $0.0922 | 0.13% |
| 1972-09-01 | $0.0922 | 0.13% |
| 1972-12-04 | $0.0922 | 0.14% |
| 1973-02-26 | $0.0922 | 0.13% |
| 1973-06-04 | $0.0966 | 0.15% |
| 1973-08-31 | $0.0966 | 0.14% |
| 1973-12-03 | $0.1098 | 0.20% |
| 1974-02-25 | $0.1098 | 0.22% |
| 1974-06-03 | $0.1098 | 0.21% |
| 1974-08-30 | $0.1098 | 0.31% |
| 1974-12-02 | $0.1098 | 0.42% |
| 1975-03-03 | $0.1098 | 0.34% |
| 1975-06-02 | $0.1098 | 0.34% |
| 1975-08-29 | $0.1098 | 0.42% |
| 1975-12-01 | $0.1098 | 0.50% |
| 1976-03-01 | $0.1098 | 0.38% |
| 1976-05-28 | $0.1098 | 0.47% |
| 1976-08-30 | $0.1318 | 0.48% |
| 1976-11-29 | $0.1318 | 0.50% |
| 1977-02-28 | $0.1318 | 0.59% |
| 1977-05-27 | $0.1757 | 0.87% |
| 1977-08-29 | $0.1757 | 0.74% |
| 1977-11-28 | $0.1757 | 0.80% |
| 1978-02-27 | $0.2196 | 1.15% |
| 1978-05-25 | $0.2196 | 0.96% |
| 1978-08-28 | $0.2196 | 0.84% |
| 1978-11-27 | $0.2196 | 0.93% |
| 1979-02-26 | $0.2635 | 1.06% |
| 1979-05-24 | $0.2635 | 1.01% |
| 1979-08-31 | $0.2635 | 0.89% |
| 1979-12-03 | $0.2635 | 0.95% |
| 1980-03-03 | $0.3074 | 1.15% |
| 1980-06-02 | $0.3074 | 1.22% |
| 1980-08-29 | $0.3074 | 1.19% |
| 1980-12-01 | $0.3074 | 1.08% |
| 1981-03-02 | $0.3294 | 1.29% |
| 1981-06-01 | $0.3294 | 1.39% |
| 1981-08-31 | $0.3294 | 1.57% |
| 1981-11-30 | $0.3294 | 1.88% |
| 1982-03-01 | $0.3294 | 1.98% |
| 1982-05-28 | $0.3294 | 2.34% |
| 1982-08-30 | $0.3294 | 2.33% |
| 1982-11-29 | $0.3294 | 1.97% |
| 1983-02-28 | $0.3294 | 1.92% |
| 1983-05-27 | $0.3294 | 1.57% |
| 1983-08-29 | $0.3294 | 1.63% |
| 1983-11-28 | $0.3294 | 1.53% |
| 1984-02-27 | $0.3294 | 1.73% |
| 1984-05-25 | $0.3294 | 2.00% |
| 1984-08-31 | $0.3294 | 1.90% |
| 1984-12-03 | $0.3294 | 2.01% |
| 1985-02-25 | $0.3294 | 1.66% |
| 1985-06-03 | $0.3294 | 1.50% |
| 1985-08-30 | $0.3294 | 1.43% |
| 1985-12-02 | $0.3294 | 1.25% |
| 1986-03-03 | $0.3294 | 1.06% |
| 1986-06-02 | $0.3294 | 1.22% |
| 1986-08-29 | $0.3294 | 1.28% |
| 1986-12-01 | $0.3294 | 1.24% |
| 1987-03-02 | $0.3294 | 1.02% |
| 1987-06-01 | $0.3294 | 0.95% |
| 1987-08-31 | $0.3294 | 0.93% |
| 1987-11-30 | $0.3294 | 1.34% |
| 1988-02-29 | $0.3294 | 1.32% |
| 1988-05-27 | $0.3294 | 1.45% |
| 1988-08-29 | $0.3294 | 1.40% |
| 1988-11-28 | $0.3294 | 1.36% |
| 1989-02-27 | $0.3294 | 1.21% |
| 1989-05-26 | $0.3294 | 1.15% |
| 1989-08-28 | $0.3294 | 1.10% |
| 1989-11-27 | $0.3294 | 1.30% |
| 1990-02-26 | $0.3294 | 1.46% |
| 1990-05-25 | $0.3294 | 1.52% |
| 1990-08-31 | $0.3294 | 1.81% |
| 1990-12-03 | $0.3294 | 2.16% |
| 1991-02-25 | $0.3294 | 1.37% |
| 1991-06-03 | $0.3294 | 1.29% |
| 1991-08-30 | $0.3294 | 1.27% |
| 1991-12-02 | $0.3294 | 1.21% |
| 1992-03-02 | $0.3294 | 0.95% |
| 1992-06-01 | $0.3294 | 1.00% |
| 1992-08-31 | $0.3294 | 0.99% |
| 1992-11-30 | $0.3294 | 0.94% |
| 1993-03-01 | $0.3294 | 0.91% |
| 1993-05-28 | $0.3294 | 0.98% |
| 1993-08-30 | $0.3294 | 1.01% |
| 1993-11-29 | $0.3294 | 0.91% |
| 1994-02-28 | $0.3294 | 0.77% |
| 1994-05-27 | $0.3294 | 0.74% |
| 1994-08-29 | $0.3294 | 0.69% |
| 1994-11-28 | $0.3294 | 0.76% |
| 1995-02-27 | $0.3294 | 0.69% |
| 1995-05-26 | $0.3294 | 0.64% |
| 1995-08-30 | $0.3294 | 0.61% |
| 1995-11-29 | $0.4049 | 0.66% |
| 1996-02-28 | $0.3821 | 0.65% |
| 1996-06-13 | $0.3821 | 0.55% |
| 1996-09-04 | $0.3821 | 0.52% |
| 1996-12-04 | $0.3821 | 0.59% |
| 1997-03-05 | $0.4216 | 0.51% |
| 1997-06-04 | $0.4216 | 0.48% |
| 1997-09-03 | $0.4216 | 0.41% |
| 1997-12-03 | $0.4216 | 0.40% |
| 1998-03-04 | $0.4743 | 0.40% |
| 1998-06-03 | $0.4743 | 0.35% |
| 1998-09-02 | $0.4743 | 0.39% |
| 1998-12-02 | $0.4743 | 0.33% |
| 1999-03-03 | $0.5270 | 0.36% |
| 1999-06-02 | $0.5270 | 0.35% |
| 1999-09-01 | $0.5270 | 0.42% |
| 1999-12-01 | $0.5270 | 0.73% |
| 2000-03-01 | $0.5270 | 0.92% |
| 2000-05-31 | $0.5270 | 0.75% |
| 2000-08-30 | $0.5270 | 1.14% |
| 2000-11-29 | $0.1318 | 0.71% |
| 2001-02-28 | $0.1318 | 0.82% |
| 2007-12-27 | $0.1133 | 0.26% |
| 2008-03-27 | $0.1133 | 0.29% |
| 2008-06-26 | $0.1133 | 0.31% |
| 2008-09-26 | $0.1133 | 0.36% |
| 2008-12-29 | $0.1133 | 0.56% |
| 2009-03-27 | $0.1133 | 0.81% |
| 2009-06-26 | $0.1133 | 0.65% |
| 2009-09-28 | $0.1133 | 0.48% |
| 2009-12-29 | $0.1133 | 0.51% |
| 2010-03-29 | $0.1133 | 0.44% |
| 2010-06-28 | $0.1133 | 0.49% |
| 2010-09-28 | $0.1133 | 0.41% |
| 2010-12-29 | $0.1133 | 0.37% |
| 2011-03-29 | $0.1133 | 0.40% |
| 2011-06-28 | $0.1133 | 0.43% |
| 2011-09-28 | $0.1133 | 0.57% |
| 2011-12-28 | $0.1133 | 0.53% |
| 2012-03-28 | $0.1133 | 0.51% |
| 2012-06-27 | $0.1133 | 0.57% |
| 2012-09-26 | $0.1133 | 0.59% |
| 2012-12-27 | $0.1133 | 0.62% |
| 2013-03-26 | $0.1528 | 0.68% |
| 2013-06-26 | $0.1528 | 0.65% |
| 2013-09-26 | $0.1528 | 0.56% |
| 2013-12-27 | $0.1528 | 0.47% |
| 2014-03-27 | $0.1660 | 0.58% |
| 2014-06-26 | $0.1660 | 0.50% |
| 2014-09-26 | $0.1660 | 0.48% |
| 2014-12-29 | $0.1660 | 0.45% |
| 2015-03-27 | $0.1845 | 0.54% |
| 2015-06-26 | $0.1845 | 0.64% |
| 2015-09-28 | $0.1845 | 0.69% |
| 2015-12-29 | $0.1845 | 0.66% |
| 2016-03-29 | $0.2055 | 0.73% |
| 2016-06-28 | $0.2055 | 0.87% |
| 2016-09-28 | $0.2055 | 0.78% |
| 2016-12-13 | $0.2055 | 0.84% |
| 2017-01-03 | $2.9800 | 12.95% |
| 2017-03-29 | $0.2520 | 0.86% |
| 2017-06-28 | $0.2500 | 0.86% |
| 2017-09-28 | $0.2500 | 0.74% |
| 2017-12-28 | $0.2500 | 0.85% |
| 2018-03-28 | $0.2500 | 0.86% |
| 2018-06-28 | $0.2500 | 1.02% |
| 2018-09-27 | $0.2500 | 0.92% |
| 2018-12-28 | $0.2500 | 1.27% |
| 2019-03-28 | $0.2500 | 0.79% |
| 2019-06-27 | $0.2500 | 0.71% |
| 2019-09-27 | $0.2500 | 0.82% |
| 2019-12-30 | $0.2500 | 0.67% |
| 2020-03-27 | $0.2500 | 1.27% |
| 2020-06-29 | $0.2500 | 1.66% |
| 2020-09-29 | $0.2500 | 1.35% |
| 2020-12-30 | $0.2500 | 1.09% |
| 2021-03-30 | $0.2500 | 1.03% |
| 2021-06-29 | $0.2500 | 1.05% |
| 2021-09-29 | $0.2500 | 1.18% |
| 2021-12-30 | $0.2500 | 1.07% |
| 2022-03-30 | $0.2500 | 1.20% |
| 2022-06-29 | $0.2500 | 1.58% |
| 2022-09-29 | $0.2500 | 1.72% |
| 2022-12-29 | $0.2500 | 1.74% |
| 2023-03-30 | $0.2500 | 1.68% |
| 2023-06-29 | $0.2500 | 1.75% |
| 2023-09-28 | $0.2500 | 1.58% |
| 2023-12-28 | $0.2500 | 1.32% |
| 2024-03-27 | $0.2500 | 1.41% |
| 2024-06-28 | $0.2500 | 2.03% |
| 2024-09-30 | $0.2500 | 2.36% |
| 2024-12-31 | $0.2500 | 2.81% |
| 2025-03-31 | $0.1250 | 2.44% |
| 2025-06-30 | $0.0250 | 0.47% |
| 2025-09-30 | $0.0250 | 0.66% |
| 2025-12-31 | $0.0250 | 1.01% |
| 2026-03-31 | $0.0250 | 1.95% |
| Total | 231 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 | $101.26 | $20.25 | $0.16 | 3.4637 |
| 2021-09-29 | $102.12 | $20.42 | $0.16 | 3.9909 |
| 2021-12-30 | $103.12 | $20.62 | $0.16 | 3.6078 |
| 2022-03-30 | $104.02 | $20.80 | $0.17 | 4.0592 |
| 2022-06-29 | $105.04 | $21.01 | $0.17 | 5.5647 |
| 2022-09-29 | $106.43 | $21.29 | $0.17 | 6.3270 |
| 2022-12-29 | $108.01 | $21.60 | $0.17 | 5.9513 |
| 2023-03-30 | $109.50 | $21.90 | $0.18 | 5.8910 |
| 2023-06-29 | $110.97 | $22.19 | $0.18 | 5.9662 |
| 2023-09-28 | $112.46 | $22.49 | $0.18 | 5.6083 |
| 2023-12-28 | $113.86 | $22.77 | $0.18 | 4.8928 |
| 2024-03-27 | $115.09 | $23.02 | $0.18 | 5.1766 |
| 2024-06-28 | $116.38 | $23.28 | $0.19 | 7.9964 |
| 2024-09-30 | $118.38 | $23.68 | $0.19 | 9.1054 |
| 2024-12-31 | $120.66 | $24.13 | $0.19 | 11.4272 |
| 2025-03-31 | $61.76 | $12.35 | $0.10 | 10.2083 |
| 2025-06-30 | $12.61 | $2.52 | $0.02 | 1.9099 |
| 2025-09-30 | $12.65 | $2.53 | $0.02 | 2.6870 |
| 2025-12-31 | $12.72 | $2.54 | $0.02 | 4.2856 |
| 2026-03-31 | $12.83 | $2.57 | $0.02 | 7.9398 |
| Total | $1759.85 | $351.97 | $2.82 | 116.0591 |
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.