Zions Bancorporation, National Association (ZION) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$12,558
Total Return
25.58%
CAGR
4.66%
Dividends
$1,553.39
Yield on Cost
15.53%

Rolling Returns

1-Month (21 Trading Days)
Average+0.96%
Median+0.75%
Best+45.91%
Worst-44.34%
% of Windows Positive53.0%
1-Year (252 Trading Days)
Average+5.71%
Median+4.66%
Best+128.10%
Worst-64.48%
% of Windows Positive57.0%
3-Year (756 Trading Days)
Average+4.80%
Median-1.26%
Best+143.53%
Worst-35.07%
% of Windows Positive48.1%

Risk Metrics

Maximum Drawdown -72.41%
Average Drawdown -26.37%
Drawdown Duration 1041 Trading Days (Unrecovered)
Sortino Ratio 0.45
Calmar Ratio 0.06
CVaR (5%) -6.24%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +6.01% (+22.75% ann.) +$601.00 $76.87 $15.37 $0.12
2025 +10.84% +$1084.30 $327.67 $65.53 $0.52
2024 +27.19% +$2718.66 $382.81 $76.56 $0.61
2023 -7.33% $733.36 $338.07 $67.61 $0.54
2022 -20.44% $2044.00 $252.05 $50.41 $0.40
2021 +48.35% +$4835.36 $334.16 $66.83 $0.53
2020 -13.81% $1380.70 $264.83 $52.97 $0.42
2019 +30.33% +$3032.83 $316.82 $63.36 $0.51
2018 -18.59% $1858.61 $205.75 $41.15 $0.33
2017 +19.03% +$1903.02 $102.53 $20.51 $0.16
2016 +58.91% +$5890.96 $102.92 $20.58 $0.16
2015 -3.67% $366.73 $77.34 $15.47 $0.12
2014 -4.42% $442.11 $53.49 $10.70 $0.09
2013 +40.52% +$4051.75 $60.83 $12.17 $0.10
2012 +31.67% +$3166.58 $24.59 $4.92 $0.04
2011 -32.70% $3269.87 $16.52 $3.30 $0.03
2010 +89.13% +$8913.39 $31.19 $6.24 $0.05
2009 -47.40% $4739.78 $40.87 $8.17 $0.07
2008 -45.85% $4585.42 $348.39 $69.68 $0.56
2007 -42.30% $4229.87 $205.03 $41.01 $0.33
2006 +10.71% +$1071.13 $195.62 $39.12 $0.31
2005 +12.88% +$1287.56 $212.98 $42.60 $0.34
2004 +12.80% +$1279.94 $206.77 $41.35 $0.33
2003 +58.37% +$5836.55 $260.98 $52.20 $0.42
2002 -24.20% $2420.30 $152.83 $30.57 $0.24
2001 -14.79% $1479.47 $128.67 $25.73 $0.21
2000 +7.15% +$715.20 $162.78 $32.56 $0.26
1999 -4.20% $420.35 $115.76 $23.15 $0.19
1998 +38.62% +$3862.19 $119.39 $23.88 $0.19
1997 +76.90% +$7690.46 $224.47 $44.89 $0.36
1996 +31.27% +$3127.01 $157.74 $31.55 $0.25
1995 +128.32% +$12832.05 $396.69 $79.34 $0.63
1994 -0.66% $65.73 $316.33 $63.27 $0.51
1993 -0.74% $73.72 $259.62 $51.92 $0.42
1992 +80.19% +$8019.41 $327.04 $65.41 $0.52
1991 +39.29% +$3928.77 $458.61 $91.73 $0.74
1990 +18.27% +$1827.09 $409.96 $81.99 $0.66
1989 +31.73% +$3172.97 $666.00 $133.20 $1.07
1988 +3.22% +$321.87 $654.99 $131.00 $1.05
1987 -40.70% $4069.92 $464.09 $92.82 $0.75
1986 -11.66% $1166.42 $80.45 $16.09 $0.13
1985 +43.20% +$4320.00 $0.00 $0.00 $0.00
1984 -9.42% $942.03 $0.00 $0.00 $0.00
1983 +32.69% +$3269.23 $0.00 $0.00 $0.00
1982 -10.34% $1034.48 $0.00 $0.00 $0.00
1981 +39.20% +$3920.00 $0.00 $0.00 $0.00
1980 partial +42.05% (+55.83% ann.) +$4204.55 $0.00 $0.00 $0.00

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Dot-com bubble / TMT mania August 9, 1995 – March 10, 2000 +185.48% +25.70% +$18548.17 $1974.19 $394.84 $3.16
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 -4.63% -1.82% $462.86 $552.98 $110.60 $0.88
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +113.42% +16.38% +$11341.96 $1893.17 $378.63 $3.03
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -89.97% -80.36% $8996.85 $297.26 $59.45 $0.48
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +135.30% +28.85% +$13529.95 $209.78 $41.96 $0.33
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +172.99% +14.19% +$17299.34 $2248.27 $449.65 $3.60
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -47.94% -99.94% $4793.51 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 25, 2020 – November 6, 2020 +25.71% +44.74% +$2570.84 $264.26 $52.85 $0.42
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +68.50% +64.05% +$6849.83 $455.21 $91.04 $0.73
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -19.45% -20.52% $1944.79 $252.37 $50.47 $0.40
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -7.51% -4.12% $751.05 $547.47 $109.49 $0.88
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +36.38% +21.87% +$3638.26 $570.68 $114.14 $0.91

Dividend History

Annual Dividends Per Share
TTM Yield
Consecutive Years Paid
current
Consecutive Years of Growth
current

Date Per Share Yield %
1986-12-26 $0.0450 0.90%
1987-03-26 $0.0450 0.79%
1987-06-25 $0.0900 1.70%
1987-09-25 $0.0450 0.94%
1987-12-24 $0.0450 1.57%
1988-03-25 $0.0450 1.44%
1988-06-27 $0.0450 1.40%
1988-09-27 $0.0450 1.57%
1988-12-27 $0.0450 1.66%
1989-03-28 $0.0450 1.57%
1989-06-28 $0.0450 1.44%
1989-09-26 $0.0450 1.19%
1989-12-27 $0.0450 1.33%
1990-03-27 $0.0450 1.30%
1990-06-27 $0.0450 1.27%
1990-09-25 $0.0450 1.44%
1990-12-26 $0.0056 0.15%
1991-04-02 $0.0450 0.99%
1991-07-01 $0.0450 0.90%
1991-10-02 $0.0450 0.80%
1991-12-31 $0.0450 0.86%
1992-03-30 $0.0450 0.74%
1992-06-29 $0.0450 0.64%
1992-09-29 $0.0450 0.61%
1992-12-29 $0.0394 0.40%
1993-03-30 $0.0525 0.44%
1993-07-02 $0.0525 0.54%
1993-09-27 $0.0700 0.66%
1993-12-29 $0.0700 0.75%
1994-03-28 $0.0700 0.73%
1994-06-28 $0.0700 0.70%
1994-09-27 $0.0750 0.76%
1994-12-28 $0.0750 0.86%
1995-03-28 $0.0750 0.77%
1995-06-29 $0.0875 0.70%
1995-09-29 $0.0875 0.57%
1995-12-29 $0.1025 0.51%
1996-03-28 $0.1025 0.58%
1996-07-02 $0.1025 0.55%
1996-10-09 $0.1100 0.48%
1997-01-03 $0.1100 0.43%
1997-04-10 $0.1100 0.37%
1997-07-10 $0.1200 0.35%
1997-10-08 $0.1200 0.30%
1997-12-31 $0.1200 0.26%
1998-04-02 $0.1200 0.23%
1998-07-09 $0.1400 0.26%
1998-10-01 $0.1400 0.34%
1998-12-30 $0.1400 0.24%
1999-03-31 $0.1400 0.21%
1999-06-30 $0.2900 0.46%
1999-09-30 $0.2900 0.54%
2000-01-27 $0.2900 0.54%
2000-05-11 $0.2680 0.67%
2000-08-10 $0.2000 0.45%
2000-11-13 $0.2000 0.36%
2001-02-12 $0.2000 0.35%
2001-05-14 $0.2000 0.37%
2001-08-13 $0.2000 0.34%
2001-11-09 $0.2000 0.41%
2002-02-11 $0.2000 0.38%
2002-05-13 $0.2000 0.37%
2002-08-12 $0.2000 0.38%
2002-11-08 $0.2000 0.49%
2003-02-10 $0.2100 0.52%
2003-05-12 $0.2100 0.43%
2003-08-11 $0.3000 0.53%
2003-11-07 $0.3000 0.47%
2004-02-09 $0.3000 0.51%
2004-05-10 $0.3200 0.57%
2004-08-09 $0.3200 0.54%
2004-11-08 $0.3200 0.48%
2005-02-07 $0.3600 0.51%
2005-05-16 $0.3600 0.51%
2005-08-08 $0.3600 0.51%
2005-11-07 $0.3600 0.49%
2006-02-06 $0.3600 0.46%
2006-05-08 $0.3600 0.44%
2006-08-07 $0.3600 0.43%
2006-11-06 $0.3900 0.50%
2007-02-05 $0.3900 0.46%
2007-05-08 $0.4300 0.52%
2007-08-06 $0.4300 0.60%
2007-11-05 $0.4300 0.78%
2008-02-04 $0.4300 0.78%
2008-05-05 $0.4300 0.88%
2008-08-04 $0.4300 1.41%
2008-11-03 $0.3200 0.84%
2009-02-09 $0.0400 0.28%
2009-05-11 $0.0400 0.20%
2009-08-10 $0.0100 0.06%
2009-11-09 $0.0100 0.07%
2010-02-08 $0.0100 0.06%
2010-05-06 $0.0100 0.04%
2010-08-06 $0.0100 0.05%
2010-11-08 $0.0100 0.05%
2011-02-17 $0.0100 0.04%
2011-05-19 $0.0100 0.04%
2011-08-23 $0.0100 0.07%
2011-11-17 $0.0100 0.06%
2012-02-21 $0.0100 0.05%
2012-05-22 $0.0100 0.05%
2012-08-21 $0.0100 0.05%
2012-11-20 $0.0100 0.05%
2013-02-13 $0.0100 0.04%
2013-05-21 $0.0400 0.14%
2013-08-20 $0.0400 0.14%
2013-11-20 $0.0400 0.14%
2014-02-18 $0.0400 0.13%
2014-05-20 $0.0400 0.14%
2014-08-19 $0.0400 0.14%
2014-11-18 $0.0400 0.14%
2015-02-17 $0.0400 0.15%
2015-05-19 $0.0600 0.21%
2015-08-18 $0.0600 0.20%
2015-11-16 $0.0600 0.20%
2016-02-16 $0.0600 0.29%
2016-05-17 $0.0600 0.23%
2016-08-16 $0.0800 0.28%
2016-11-14 $0.0800 0.22%
2017-02-14 $0.0800 0.18%
2017-05-16 $0.0800 0.20%
2017-08-15 $0.1200 0.27%
2017-11-14 $0.1600 0.35%
2018-02-14 $0.2000 0.38%
2018-05-16 $0.2400 0.42%
2018-08-15 $0.3000 0.56%
2018-11-13 $0.3000 0.61%
2019-02-13 $0.3000 0.60%
2019-05-15 $0.3000 0.65%
2019-08-14 $0.3400 0.82%
2019-11-13 $0.3400 0.67%
2020-02-12 $0.3400 0.73%
2020-05-07 $0.3400 1.14%
2020-08-12 $0.3400 0.96%
2020-11-10 $0.3400 0.86%
2021-02-17 $0.3400 0.66%
2021-05-12 $0.3400 0.58%
2021-08-11 $0.3800 0.69%
2021-11-09 $0.3800 0.58%
2022-02-16 $0.3800 0.51%
2022-05-18 $0.3800 0.69%
2022-08-17 $0.4100 0.70%
2022-11-09 $0.4100 0.81%
2023-02-15 $0.4100 0.78%
2023-05-17 $0.4100 1.73%
2023-08-16 $0.4100 1.15%
2023-11-08 $0.4100 1.20%
2024-02-14 $0.4100 1.04%
2024-05-15 $0.4100 0.92%
2024-08-15 $0.4100 0.90%
2024-11-14 $0.4300 0.71%
2025-02-13 $0.4300 0.78%
2025-05-15 $0.4300 0.87%
2025-08-14 $0.4500 0.84%
2025-11-13 $0.4500 0.86%
2026-02-12 $0.4500 0.72%
Total 157 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
2021-05-12 $60.46 $12.09 $0.10 0.8446
2021-08-11 $67.89 $13.58 $0.11 0.9686
2021-11-09 $68.26 $13.65 $0.11 0.8365
2022-02-16 $68.57 $13.71 $0.11 0.7408
2022-05-18 $68.86 $13.77 $0.11 1.0373
2022-08-17 $74.72 $14.94 $0.12 1.0168
2022-11-09 $75.13 $15.03 $0.12 1.2067
2023-02-15 $75.63 $15.13 $0.12 1.1572
2023-05-17 $76.10 $15.22 $0.12 2.3218
2023-08-16 $77.06 $15.41 $0.12 1.7658
2023-11-08 $77.78 $15.56 $0.12 1.8394
2024-02-14 $78.53 $15.71 $0.13 1.5512
2024-05-15 $79.17 $15.83 $0.13 1.4015
2024-08-15 $79.74 $15.95 $0.13 1.3802
2024-11-14 $84.23 $16.85 $0.13 1.1283
2025-02-13 $84.71 $16.94 $0.14 1.2197
2025-05-15 $85.24 $17.05 $0.14 1.3871
2025-08-14 $89.83 $17.97 $0.14 1.3338
2025-11-13 $90.43 $18.09 $0.14 1.4181
2026-02-12 $91.06 $18.21 $0.15 1.2079
Total $1553.39 $310.68 $2.49 25.7633

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.

TCBI

CAGR 9.96% Total 760.30% Final $86,030
2003-08-13 — 2026-04-14
CLFD

CAGR 7.30% Total 1536.74% Final $163,674
1986-08-06 — 2026-04-14
LINC

CAGR 4.27% Total 138.58% Final $23,858
2005-06-23 — 2026-04-14