Zurn Elkay Water Solutions Corporation (ZWS) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$21,914
Total Return
119.14%
CAGR
16.99%
Dividends
$623.18
Yield on Cost
6.23%

Rolling Returns

1-Month (21 Trading Days)
Average+1.52%
Median+1.54%
Best+27.44%
Worst-25.55%
% of Windows Positive57.0%
1-Year (252 Trading Days)
Average+13.73%
Median+17.59%
Best+70.28%
Worst-44.80%
% of Windows Positive74.4%
3-Year (756 Trading Days)
Average+47.64%
Median+30.39%
Best+154.65%
Worst-18.44%
% of Windows Positive94.6%

Risk Metrics

Maximum Drawdown -47.36%
Average Drawdown -16.04%
Drawdown Duration 728 Trading Days
Sortino Ratio 0.99
Calmar Ratio 0.36
CVaR (5%) -4.18%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +6.34% (+24.08% ann.) +$633.52 $23.66 $4.73 $0.04
2025 +25.58% +$2557.51 $102.19 $20.44 $0.16
2024 +27.84% +$2783.64 $112.56 $22.51 $0.18
2023 +40.30% +$4029.56 $137.62 $27.53 $0.22
2022 -41.56% $4156.00 $55.05 $11.01 $0.09
2021 +92.29% +$9229.23 $84.31 $16.86 $0.13
2020 +22.04% +$2203.53 $98.40 $19.68 $0.15
2019 +42.14% +$4213.51 $0.00 $0.00 $0.00
2018 -11.80% $1179.86 $0.00 $0.00 $0.00
2017 +32.82% +$3282.29 $0.00 $0.00 $0.00
2016 +8.11% +$811.26 $0.00 $0.00 $0.00
2015 -35.77% $3576.75 $0.00 $0.00 $0.00
2014 +4.44% +$444.28 $0.00 $0.00 $0.00
2013 +26.81% +$2680.75 $0.00 $0.00 $0.00
2012 partial +6.50% (+8.66% ann.) +$650.00 $0.00 $0.00 $0.00

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Policy-led rebound / euro-sovereign-crisis overlay partial March 29, 2012 – July 25, 2012 -3.75% -11.16% $375.00 $0.00 $0.00 $0.00
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +83.66% +8.36% +$8365.74 $0.00 $0.00 $0.00
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -44.77% -99.89% $4477.11 $22.57 $4.51 $0.03
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +61.41% +116.05% +$6140.84 $73.58 $14.71 $0.11
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +104.60% +97.23% +$10460.49 $112.15 $22.43 $0.17
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -37.08% -38.85% $3707.64 $37.13 $7.42 $0.06
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +46.72% +22.98% +$4671.81 $258.09 $51.62 $0.42
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +46.68% +27.66% +$4667.58 $171.34 $34.27 $0.27

Dividend History

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

Date Per Share Yield %
2020-02-20 $0.0385 0.23%
2020-05-19 $0.0385 0.27%
2020-08-19 $0.0385 0.27%
2020-11-19 $0.0385 0.21%
2021-02-18 $0.0434 0.19%
2021-05-19 $0.0434 0.18%
2021-08-19 $0.0434 0.15%
2021-11-18 $0.0300 0.08%
2022-02-17 $0.0300 0.09%
2022-05-19 $0.0300 0.11%
2022-08-18 $0.0700 0.22%
2022-11-17 $0.0700 0.29%
2023-02-17 $0.0700 0.30%
2023-05-18 $0.0700 0.32%
2023-08-17 $0.0700 0.24%
2023-11-17 $0.0800 0.27%
2024-02-16 $0.0800 0.25%
2024-05-17 $0.0800 0.25%
2024-08-20 $0.0800 0.26%
2024-11-20 $0.0900 0.23%
2025-02-20 $0.0900 0.25%
2025-05-20 $0.0900 0.24%
2025-08-20 $0.0900 0.20%
2025-11-20 $0.1100 0.24%
2026-02-20 $0.1100 0.22%
Total 25 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
2021-05-19 $18.59 $3.72 $0.03 0.6298
2021-08-19 $18.61 $3.72 $0.03 0.5192
2021-11-18 $12.90 $2.58 $0.02 0.2728
2022-02-17 $12.90 $2.58 $0.02 0.3041
2022-05-19 $12.92 $2.58 $0.02 0.3873
2022-08-18 $30.16 $6.03 $0.05 0.7708
2022-11-17 $30.21 $6.04 $0.05 1.0226
2023-02-17 $30.29 $6.06 $0.05 1.0351
2023-05-18 $30.36 $6.07 $0.05 1.0617
2023-08-17 $30.43 $6.09 $0.05 0.8469
2023-11-17 $34.85 $6.97 $0.06 0.9182
2024-02-16 $34.92 $6.98 $0.06 0.9003
2024-05-17 $35.00 $7.00 $0.06 0.8589
2024-08-20 $35.06 $7.01 $0.06 0.8998
2024-11-20 $39.52 $7.90 $0.06 0.8131
2025-02-20 $39.60 $7.92 $0.06 0.8944
2025-05-20 $39.68 $7.94 $0.07 0.8560
2025-08-20 $39.76 $7.95 $0.07 0.7018
2025-11-20 $48.67 $9.73 $0.08 0.8557
2026-02-20 $48.76 $9.75 $0.08 0.7656
Total $623.18 $124.64 $1.00 15.3141

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.

KOS

CAGR -12.24% Total -85.77% Final $1,423
2011-05-11 — 2026-04-14
SSB

CAGR 9.19% Total 1205.26% Final $130,526
1997-01-28 — 2026-04-14
CCI

CAGR 8.73% Total 913.12% Final $101,312
1998-08-18 — 2026-04-14