Xylem Inc. (XYL) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$9,714
Total Return
-2.86%
CAGR
-0.58%
Dividends
$603.47
Yield on Cost
6.03%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.29% |
| Median | -0.01% |
| Best | +37.02% |
| Worst | -23.19% |
| % of Windows Positive | 50.0% |
1-Year (252 Trading Days)
| Average | +8.04% |
| Median | +7.92% |
| Best | +57.28% |
| Worst | -36.96% |
| % of Windows Positive | 64.6% |
3-Year (756 Trading Days)
| Average | +30.81% |
| Median | +27.31% |
| Best | +80.00% |
| Worst | -5.83% |
| % of Windows Positive | 95.2% |
Risk Metrics
| Maximum Drawdown | -46.79% |
| Average Drawdown | -16.92% |
| Drawdown Duration | 668 Trading Days |
| Sortino Ratio | 0.15 |
| Calmar Ratio | -0.01 |
| CVaR (5%) | -3.84% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -18.98% (-39.30% ann.) | $1898.26 | $63.24 | $12.65 | $0.10 |
| 2025 | +18.49% | +$1849.10 | $138.41 | $27.68 | $0.22 |
| 2024 | +2.35% | +$234.76 | $126.33 | $25.26 | $0.20 |
| 2023 | +4.51% | +$450.81 | $119.85 | $23.97 | $0.19 |
| 2022 | -6.84% | $683.74 | $100.48 | $20.10 | $0.16 |
| 2021 | +18.71% | +$1870.86 | $110.37 | $22.07 | $0.18 |
| 2020 | +30.55% | +$3054.71 | $132.53 | $26.50 | $0.21 |
| 2019 | +19.28% | +$1928.32 | $144.45 | $28.89 | $0.23 |
| 2018 | -1.25% | $125.03 | $123.59 | $24.72 | $0.20 |
| 2017 | +39.14% | +$3914.09 | $146.01 | $29.20 | $0.24 |
| 2016 | +37.19% | +$3719.24 | $170.63 | $34.12 | $0.28 |
| 2015 | -2.89% | $289.47 | $148.86 | $29.77 | $0.24 |
| 2014 | +11.25% | +$1124.57 | $148.57 | $29.71 | $0.24 |
| 2013 | +29.41% | +$2940.62 | $172.08 | $34.42 | $0.28 |
| 2012 | +6.85% | +$685.27 | $158.00 | $31.60 | $0.26 |
| 2011 partial | +6.30% (+33.09% ann.) | +$629.51 | $41.65 | $8.33 | $0.07 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Policy-led rebound / euro-sovereign-crisis overlay partial | October 13, 2011 – July 25, 2012 | -0.44% | -0.57% | $44.32 | $125.36 | $25.07 | $0.21 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +303.37% | +20.24% | +$30337.09 | $2163.14 | $432.61 | $3.50 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -35.96% | -99.38% | $3595.75 | $29.33 | $5.86 | $0.05 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +48.08% | +88.07% | +$4807.85 | $126.17 | $25.23 | $0.20 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +33.37% | +31.42% | +$3337.23 | $120.12 | $24.02 | $0.20 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -12.30% | -13.00% | $1229.54 | $74.52 | $14.90 | $0.12 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +21.44% | +11.05% | +$2143.90 | $243.78 | $48.76 | $0.39 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -15.98% | -9.70% | $1597.59 | $213.83 | $42.76 | $0.34 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2011-11-14 | $0.1010 | 0.42% |
| 2012-03-01 | $0.1010 | 0.39% |
| 2012-05-17 | $0.1010 | 0.40% |
| 2012-08-23 | $0.1010 | 0.40% |
| 2012-10-18 | $0.1010 | 0.40% |
| 2013-02-15 | $0.1160 | 0.41% |
| 2013-05-20 | $0.1160 | 0.40% |
| 2013-08-30 | $0.1160 | 0.46% |
| 2013-10-21 | $0.1160 | 0.42% |
| 2014-02-14 | $0.1280 | 0.34% |
| 2014-05-19 | $0.1280 | 0.35% |
| 2014-09-08 | $0.1280 | 0.34% |
| 2014-10-27 | $0.1280 | 0.36% |
| 2015-02-13 | $0.1410 | 0.40% |
| 2015-05-26 | $0.1410 | 0.38% |
| 2015-08-31 | $0.1410 | 0.43% |
| 2015-11-02 | $0.1410 | 0.39% |
| 2016-02-16 | $0.1550 | 0.42% |
| 2016-05-23 | $0.1550 | 0.36% |
| 2016-08-29 | $0.1550 | 0.31% |
| 2016-11-07 | $0.1550 | 0.33% |
| 2017-02-14 | $0.1800 | 0.37% |
| 2017-05-23 | $0.1800 | 0.34% |
| 2017-08-29 | $0.1800 | 0.29% |
| 2017-11-01 | $0.1800 | 0.27% |
| 2018-02-14 | $0.2100 | 0.29% |
| 2018-05-23 | $0.2100 | 0.29% |
| 2018-08-29 | $0.2100 | 0.27% |
| 2018-10-31 | $0.2100 | 0.32% |
| 2019-02-13 | $0.2400 | 0.33% |
| 2019-05-29 | $0.2400 | 0.32% |
| 2019-08-28 | $0.2400 | 0.32% |
| 2019-10-30 | $0.2400 | 0.28% |
| 2020-02-26 | $0.2600 | 0.31% |
| 2020-05-27 | $0.2600 | 0.40% |
| 2020-08-26 | $0.2600 | 0.32% |
| 2020-11-04 | $0.2600 | 0.28% |
| 2021-02-17 | $0.2800 | 0.28% |
| 2021-05-26 | $0.2800 | 0.24% |
| 2021-08-25 | $0.2800 | 0.21% |
| 2021-11-22 | $0.2800 | 0.22% |
| 2022-02-16 | $0.3000 | 0.33% |
| 2022-05-25 | $0.3000 | 0.37% |
| 2022-08-31 | $0.3000 | 0.33% |
| 2022-11-21 | $0.3000 | 0.27% |
| 2023-02-21 | $0.3300 | 0.31% |
| 2023-05-26 | $0.3300 | 0.33% |
| 2023-08-30 | $0.3300 | 0.32% |
| 2023-11-20 | $0.3300 | 0.33% |
| 2024-02-20 | $0.3600 | 0.29% |
| 2024-05-30 | $0.3600 | 0.26% |
| 2024-08-29 | $0.3600 | 0.27% |
| 2024-11-26 | $0.3600 | 0.28% |
| 2025-02-18 | $0.4000 | 0.31% |
| 2025-05-29 | $0.4000 | 0.32% |
| 2025-08-28 | $0.4000 | 0.28% |
| 2025-11-25 | $0.4000 | 0.28% |
| 2026-02-24 | $0.4300 | 0.34% |
| 2026-05-28 | $0.4300 | 0.39% |
| Total | 59 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-06-03 to 2026-06-03. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-08-25 | $23.63 | $4.73 | $0.04 | 0.1396 |
| 2021-11-22 | $23.67 | $4.73 | $0.04 | 0.1481 |
| 2022-02-16 | $25.40 | $5.08 | $0.04 | 0.2237 |
| 2022-05-25 | $25.47 | $5.09 | $0.04 | 0.2510 |
| 2022-08-31 | $25.54 | $5.11 | $0.04 | 0.2239 |
| 2022-11-21 | $25.61 | $5.12 | $0.04 | 0.1826 |
| 2023-02-21 | $28.23 | $5.65 | $0.05 | 0.2183 |
| 2023-05-26 | $28.30 | $5.66 | $0.05 | 0.2298 |
| 2023-08-30 | $28.38 | $5.68 | $0.05 | 0.2190 |
| 2023-11-20 | $28.45 | $5.69 | $0.05 | 0.2267 |
| 2024-02-20 | $31.12 | $6.22 | $0.05 | 0.2002 |
| 2024-05-30 | $31.19 | $6.24 | $0.05 | 0.1787 |
| 2024-08-29 | $31.26 | $6.25 | $0.05 | 0.1838 |
| 2024-11-26 | $31.32 | $6.26 | $0.05 | 0.2008 |
| 2025-02-18 | $34.89 | $6.98 | $0.06 | 0.2134 |
| 2025-05-29 | $34.97 | $6.99 | $0.06 | 0.2222 |
| 2025-08-28 | $35.06 | $7.01 | $0.06 | 0.1944 |
| 2025-11-25 | $35.14 | $7.03 | $0.06 | 0.1982 |
| 2026-02-24 | $37.86 | $7.57 | $0.06 | 0.2359 |
| 2026-05-28 | $37.96 | $7.59 | $0.06 | 0.2774 |
| Total | $603.47 | $120.69 | $0.97 | 4.1676 |
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.