Xylem Inc. (XYL) Stock Total Returns

Growth of $10,000 chart

2021-04-14 to 2026-04-14
to
$
%
%
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Investment Performance

Final Value
$12,606
Total Return
26.06%
CAGR
4.74%
Dividends
$648.81
Yield on Cost
6.49%

Rolling Returns

1-Month (21 Trading Days)
Average+0.53%
Median+0.17%
Best+37.02%
Worst-23.19%
% of Windows Positive51.9%
1-Year (252 Trading Days)
Average+7.26%
Median+7.53%
Best+57.28%
Worst-36.96%
% of Windows Positive63.5%
3-Year (756 Trading Days)
Average+31.58%
Median+27.78%
Best+80.00%
Worst-5.83%
% of Windows Positive95.2%

Risk Metrics

Maximum Drawdown -46.79%
Average Drawdown -16.26%
Drawdown Duration 668 Trading Days
Sortino Ratio 0.44
Calmar Ratio 0.10
CVaR (5%) -3.80%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -4.53% (-15.03% ann.) $453.27 $31.58 $6.31 $0.05
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

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 – April 14, 2026 -0.99% -0.63% $98.98 $180.99 $36.20 $0.29

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%
Total 58 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
2021-05-26 $25.97 $5.19 $0.04 0.1775
2021-08-25 $26.02 $5.21 $0.04 0.1538
2021-11-22 $26.07 $5.21 $0.04 0.1631
2022-02-16 $27.98 $5.60 $0.04 0.2464
2022-05-25 $28.05 $5.61 $0.04 0.2764
2022-08-31 $28.13 $5.63 $0.04 0.2466
2022-11-21 $28.21 $5.64 $0.04 0.2011
2023-02-21 $31.10 $6.22 $0.05 0.2404
2023-05-26 $31.17 $6.23 $0.05 0.2531
2023-08-30 $31.26 $6.25 $0.05 0.2412
2023-11-20 $31.34 $6.27 $0.05 0.2497
2024-02-20 $34.28 $6.85 $0.05 0.2205
2024-05-30 $34.36 $6.87 $0.05 0.1968
2024-08-29 $34.43 $6.88 $0.05 0.2024
2024-11-26 $34.50 $6.90 $0.05 0.2212
2025-02-18 $38.42 $7.69 $0.06 0.2351
2025-05-29 $38.52 $7.70 $0.06 0.2447
2025-08-28 $38.61 $7.72 $0.06 0.2141
2025-11-25 $38.70 $7.74 $0.06 0.2183
2026-02-24 $41.70 $8.34 $0.07 0.2598
Total $648.81 $129.76 $1.04 4.4620

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.

SNCY

CAGR -12.97% Total -50.60% Final $4,940
2021-03-17 — 2026-04-14
CALM

CAGR 15.81% Total 7311.47% Final $741,147
1996-12-12 — 2026-04-14
KBR

CAGR 3.92% Total 111.04% Final $21,104
2006-11-16 — 2026-04-14