Zurn Elkay Water Solutions Corporation (ZWS) Stock Total Returns

Growth of $10,000 chart

2021-06-03 to 2026-06-03
to
$
%
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Investment Performance

Final Value
$20,412
Total Return
104.12%
CAGR
15.34%
Dividends
$632.12
Yield on Cost
6.32%

Rolling Returns

1-Month (21 Trading Days)
Average+1.65%
Median+1.69%
Best+27.44%
Worst-25.55%
% of Windows Positive57.8%
1-Year (252 Trading Days)
Average+14.39%
Median+18.60%
Best+78.03%
Worst-44.80%
% of Windows Positive74.4%
3-Year (756 Trading Days)
Average+54.79%
Median+31.95%
Best+160.29%
Worst-18.44%
% of Windows Positive94.6%

Risk Metrics

Maximum Drawdown -47.36%
Average Drawdown -16.11%
Drawdown Duration 728 Trading Days
Sortino Ratio 0.92
Calmar Ratio 0.32
CVaR (5%) -4.18%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +2.39% (+5.75% ann.) +$238.58 $47.36 $9.47 $0.08
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

about
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 – June 3, 2026 +41.23% +22.43% +$4122.82 $204.03 $40.81 $0.33

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%
2026-05-20 $0.1100 0.24%
Total 26 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
2021-08-19 $18.01 $3.60 $0.03 0.5022
2021-11-18 $12.47 $2.49 $0.02 0.2639
2022-02-17 $12.48 $2.50 $0.02 0.2942
2022-05-19 $12.49 $2.50 $0.02 0.3747
2022-08-18 $29.18 $5.83 $0.05 0.7457
2022-11-17 $29.23 $5.85 $0.05 0.9892
2023-02-17 $29.30 $5.86 $0.05 1.0013
2023-05-18 $29.37 $5.87 $0.05 1.0270
2023-08-17 $29.44 $5.89 $0.05 0.8193
2023-11-17 $33.71 $6.74 $0.06 0.8883
2024-02-16 $33.78 $6.76 $0.06 0.8709
2024-05-17 $33.85 $6.77 $0.06 0.8308
2024-08-20 $33.92 $6.78 $0.06 0.8705
2024-11-20 $38.23 $7.65 $0.06 0.7866
2025-02-20 $38.31 $7.66 $0.06 0.8652
2025-05-20 $38.38 $7.68 $0.06 0.8281
2025-08-20 $38.46 $7.69 $0.06 0.6789
2025-11-20 $47.08 $9.42 $0.08 0.8278
2026-02-20 $47.17 $9.43 $0.08 0.7406
2026-05-20 $47.25 $9.45 $0.08 0.7889
Total $632.12 $126.43 $1.02 14.9940

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.

KMTS

CAGR -11.28% Total -13.83% Final $8,617
2025-03-06 — 2026-06-03
SNDA

CAGR -6.79% Total -86.62% Final $1,338
1997-10-31 — 2026-06-03
CASS

CAGR 10.14% Total 1700.96% Final $180,096
1996-07-02 — 2026-06-03