BorgWarner Inc. (BWA) Stock Total Returns
Growth of $10,000 chart
2021-04-21 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$13,141
Total Return
31.41%
CAGR
5.62%
Dividends
$637.62
Yield on Cost
6.38%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.81% |
| Median | +0.07% |
| Best | +38.21% |
| Worst | -23.32% |
| % of Windows Positive | 50.2% |
1-Year (252 Trading Days)
| Average | +6.60% |
| Median | -3.82% |
| Best | +128.80% |
| Worst | -32.50% |
| % of Windows Positive | 44.3% |
3-Year (756 Trading Days)
| Average | +5.55% |
| Median | -5.73% |
| Best | +66.37% |
| Worst | -28.01% |
| % of Windows Positive | 45.1% |
Risk Metrics
| Maximum Drawdown | -46.12% |
| Average Drawdown | -20.71% |
| Drawdown Duration | 586 Trading Days |
| Sortino Ratio | 0.48 |
| Calmar Ratio | 0.12 |
| CVaR (5%) | -4.61% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +21.78% (+91.23% ann.) | +$2177.70 | $37.73 | $7.55 | $0.06 |
| 2025 | +43.47% | +$4346.65 | $177.05 | $35.41 | $0.28 |
| 2024 | -10.39% | $1039.20 | $123.23 | $24.64 | $0.20 |
| 2023 | +2.25% | +$225.06 | $147.10 | $29.42 | $0.24 |
| 2022 | -9.49% | $948.55 | $151.64 | $30.33 | $0.24 |
| 2021 | +18.04% | +$1804.43 | $176.76 | $35.35 | $0.28 |
| 2020 | -9.55% | $955.12 | $157.72 | $31.55 | $0.25 |
| 2019 | +26.70% | +$2669.79 | $196.81 | $39.36 | $0.31 |
| 2018 | -31.18% | $3117.73 | $133.66 | $26.73 | $0.21 |
| 2017 | +30.87% | +$3086.70 | $150.21 | $30.04 | $0.24 |
| 2016 | -7.62% | $762.15 | $123.18 | $24.64 | $0.20 |
| 2015 | -20.68% | $2068.35 | $94.89 | $18.98 | $0.15 |
| 2014 | -1.03% | $103.27 | $91.46 | $18.29 | $0.15 |
| 2013 | +56.76% | +$5675.51 | $69.88 | $13.98 | $0.11 |
| 2012 | +12.36% | +$1236.27 | $0.00 | $0.00 | $0.00 |
| 2011 | -11.91% | $1191.27 | $0.00 | $0.00 | $0.00 |
| 2010 | +117.82% | +$11782.06 | $0.00 | $0.00 | $0.00 |
| 2009 | +53.41% | +$5340.71 | $55.12 | $11.02 | $0.09 |
| 2008 | -54.58% | $5457.98 | $91.14 | $18.23 | $0.15 |
| 2007 | +65.13% | +$6513.32 | $115.53 | $23.11 | $0.18 |
| 2006 | -1.81% | $180.58 | $105.91 | $21.18 | $0.17 |
| 2005 | +12.87% | +$1287.45 | $103.72 | $20.74 | $0.16 |
| 2004 | +28.48% | +$2847.60 | $117.94 | $23.59 | $0.19 |
| 2003 | +70.27% | +$7027.22 | $143.34 | $28.67 | $0.23 |
| 2002 | -2.63% | $262.63 | $115.19 | $23.04 | $0.19 |
| 2001 | +32.02% | +$3201.90 | $150.61 | $30.12 | $0.25 |
| 2000 | +0.08% | +$8.26 | $148.90 | $29.78 | $0.23 |
| 1999 | -26.71% | $2670.78 | $107.88 | $21.58 | $0.17 |
| 1998 | +8.32% | +$832.38 | $115.76 | $23.15 | $0.18 |
| 1997 | +36.45% | +$3645.18 | $156.51 | $31.30 | $0.25 |
| 1996 | +22.00% | +$2199.84 | $188.54 | $37.72 | $0.30 |
| 1995 | +29.62% | +$2961.79 | $240.48 | $48.10 | $0.39 |
| 1994 | -8.70% | $870.37 | $206.60 | $41.31 | $0.34 |
| 1993 partial | +12.00% (+34.40% ann.) | +$1200.00 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +4.41% | +0.95% | +$441.44 | $865.98 | $173.21 | $1.36 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +24.81% | +8.99% | +$2480.96 | $468.58 | $93.72 | $0.76 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +378.52% | +36.80% | +$37852.40 | $1267.65 | $253.53 | $2.03 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -68.17% | -55.53% | $6817.23 | $132.88 | $26.58 | $0.21 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +291.25% | +49.80% | +$29124.68 | $0.00 | $0.00 | $0.00 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +18.28% | +2.24% | +$1827.86 | $1231.50 | $246.30 | $1.97 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -39.57% | -99.68% | $3957.09 | $48.36 | $9.67 | $0.08 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +61.06% | +115.31% | +$6106.24 | $149.50 | $29.90 | $0.24 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +19.41% | +18.33% | +$1941.39 | $179.85 | $35.97 | $0.29 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -10.03% | -10.62% | $1003.37 | $157.39 | $31.48 | $0.25 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -6.78% | -3.72% | $678.36 | $279.49 | $55.90 | $0.45 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | +70.13% | +39.74% | +$7012.58 | $258.72 | $51.74 | $0.41 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1994-01-26 | $0.0138 | 0.42% |
| 1994-04-26 | $0.0165 | 0.58% |
| 1994-07-26 | $0.0165 | 0.53% |
| 1994-10-26 | $0.0165 | 0.66% |
| 1995-01-26 | $0.0165 | 0.61% |
| 1995-04-25 | $0.0165 | 0.60% |
| 1995-07-28 | $0.0165 | 0.46% |
| 1995-10-30 | $0.0165 | 0.54% |
| 1996-01-30 | $0.0165 | 0.52% |
| 1996-04-29 | $0.0165 | 0.39% |
| 1996-07-30 | $0.0165 | 0.44% |
| 1996-10-30 | $0.0165 | 0.40% |
| 1997-01-30 | $0.0165 | 0.37% |
| 1997-04-29 | $0.0165 | 0.35% |
| 1997-07-30 | $0.0165 | 0.27% |
| 1997-10-30 | $0.0165 | 0.27% |
| 1998-01-29 | $0.0165 | 0.28% |
| 1998-04-29 | $0.0165 | 0.23% |
| 1998-07-30 | $0.0165 | 0.31% |
| 1998-10-29 | $0.0165 | 0.32% |
| 1999-01-28 | $0.0165 | 0.32% |
| 1999-04-29 | $0.0165 | 0.26% |
| 1999-07-29 | $0.0165 | 0.28% |
| 1999-10-28 | $0.0165 | 0.39% |
| 2000-01-28 | $0.0165 | 0.43% |
| 2000-04-27 | $0.0165 | 0.36% |
| 2000-07-28 | $0.0165 | 0.44% |
| 2000-10-30 | $0.0165 | 0.42% |
| 2001-01-30 | $0.0165 | 0.35% |
| 2001-04-27 | $0.0165 | 0.33% |
| 2001-07-30 | $0.0165 | 0.29% |
| 2001-10-30 | $0.0165 | 0.35% |
| 2002-01-30 | $0.0165 | 0.28% |
| 2002-04-29 | $0.0165 | 0.24% |
| 2002-07-30 | $0.0165 | 0.27% |
| 2002-10-30 | $0.0165 | 0.34% |
| 2003-01-30 | $0.0198 | 0.34% |
| 2003-04-29 | $0.0198 | 0.31% |
| 2003-07-30 | $0.0198 | 0.27% |
| 2003-10-30 | $0.0198 | 0.23% |
| 2004-01-29 | $0.0275 | 0.26% |
| 2004-04-29 | $0.0275 | 0.29% |
| 2004-07-29 | $0.0275 | 0.28% |
| 2004-10-28 | $0.0275 | 0.27% |
| 2005-01-28 | $0.0308 | 0.26% |
| 2005-04-28 | $0.0308 | 0.31% |
| 2005-07-28 | $0.0308 | 0.24% |
| 2005-10-28 | $0.0308 | 0.25% |
| 2006-01-30 | $0.0352 | 0.29% |
| 2006-04-27 | $0.0352 | 0.26% |
| 2006-07-28 | $0.0352 | 0.27% |
| 2006-10-30 | $0.0352 | 0.27% |
| 2007-01-30 | $0.0374 | 0.25% |
| 2007-04-27 | $0.0374 | 0.21% |
| 2007-07-30 | $0.0374 | 0.20% |
| 2007-10-30 | $0.0374 | 0.17% |
| 2008-01-30 | $0.0484 | 0.22% |
| 2008-04-29 | $0.0484 | 0.22% |
| 2008-07-30 | $0.0484 | 0.27% |
| 2008-10-30 | $0.0484 | 0.49% |
| 2009-01-29 | $0.0528 | 0.64% |
| 2013-08-01 | $0.1100 | 0.26% |
| 2013-10-30 | $0.1100 | 0.24% |
| 2014-01-30 | $0.1100 | 0.23% |
| 2014-04-30 | $0.1100 | 0.20% |
| 2014-08-28 | $0.1144 | 0.21% |
| 2014-11-26 | $0.1144 | 0.23% |
| 2015-02-26 | $0.1144 | 0.21% |
| 2015-05-28 | $0.1144 | 0.21% |
| 2015-08-28 | $0.1144 | 0.29% |
| 2015-11-27 | $0.1144 | 0.30% |
| 2016-02-26 | $0.1144 | 0.40% |
| 2016-05-27 | $0.1144 | 0.39% |
| 2016-08-30 | $0.1144 | 0.38% |
| 2016-11-29 | $0.1232 | 0.40% |
| 2017-02-27 | $0.1232 | 0.34% |
| 2017-05-30 | $0.1232 | 0.34% |
| 2017-08-30 | $0.1232 | 0.32% |
| 2017-11-30 | $0.1496 | 0.31% |
| 2018-02-28 | $0.1496 | 0.34% |
| 2018-05-31 | $0.1496 | 0.34% |
| 2018-08-31 | $0.1496 | 0.38% |
| 2018-11-30 | $0.1496 | 0.43% |
| 2019-02-28 | $0.1496 | 0.41% |
| 2019-05-31 | $0.1496 | 0.46% |
| 2019-08-30 | $0.1496 | 0.52% |
| 2019-11-29 | $0.1496 | 0.40% |
| 2020-02-28 | $0.1496 | 0.56% |
| 2020-05-29 | $0.1496 | 0.53% |
| 2020-08-31 | $0.1496 | 0.41% |
| 2020-11-30 | $0.1496 | 0.43% |
| 2021-02-26 | $0.1496 | 0.38% |
| 2021-05-28 | $0.1496 | 0.33% |
| 2021-08-31 | $0.1496 | 0.40% |
| 2021-11-30 | $0.1496 | 0.38% |
| 2022-02-28 | $0.1496 | 0.40% |
| 2022-05-31 | $0.1496 | 0.43% |
| 2022-08-31 | $0.1496 | 0.44% |
| 2022-11-30 | $0.1496 | 0.41% |
| 2023-02-28 | $0.1496 | 0.34% |
| 2023-05-31 | $0.1496 | 0.36% |
| 2023-08-31 | $0.1100 | 0.27% |
| 2023-11-30 | $0.1100 | 0.32% |
| 2024-02-29 | $0.1100 | 0.36% |
| 2024-06-03 | $0.1100 | 0.31% |
| 2024-09-03 | $0.1100 | 0.32% |
| 2024-12-02 | $0.1100 | 0.32% |
| 2025-03-03 | $0.1100 | 0.37% |
| 2025-06-02 | $0.1100 | 0.33% |
| 2025-09-02 | $0.1700 | 0.40% |
| 2025-12-01 | $0.1700 | 0.39% |
| 2026-03-02 | $0.1700 | 0.30% |
| Total | 112 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-21 to 2026-04-21. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-05-28 | $33.91 | $6.78 | $0.05 | 0.5996 |
| 2021-08-31 | $33.99 | $6.80 | $0.05 | 0.7224 |
| 2021-11-30 | $34.10 | $6.82 | $0.05 | 0.7147 |
| 2022-02-28 | $34.21 | $6.84 | $0.05 | 0.7566 |
| 2022-05-31 | $34.32 | $6.86 | $0.06 | 0.7721 |
| 2022-08-31 | $34.44 | $6.89 | $0.06 | 0.8285 |
| 2022-11-30 | $34.56 | $6.91 | $0.06 | 0.7374 |
| 2023-02-28 | $34.67 | $6.93 | $0.06 | 0.6255 |
| 2023-05-31 | $34.77 | $6.95 | $0.06 | 0.7113 |
| 2023-08-31 | $25.63 | $5.13 | $0.04 | 0.5022 |
| 2023-11-30 | $25.69 | $5.14 | $0.04 | 0.6088 |
| 2024-02-29 | $25.76 | $5.15 | $0.04 | 0.6606 |
| 2024-06-03 | $25.83 | $5.17 | $0.04 | 0.5743 |
| 2024-09-03 | $25.89 | $5.18 | $0.04 | 0.6247 |
| 2024-12-02 | $25.96 | $5.19 | $0.04 | 0.6039 |
| 2025-03-03 | $26.03 | $5.21 | $0.04 | 0.7208 |
| 2025-06-02 | $26.11 | $5.22 | $0.04 | 0.6429 |
| 2025-09-02 | $40.46 | $8.09 | $0.06 | 0.7571 |
| 2025-12-01 | $40.58 | $8.12 | $0.06 | 0.7567 |
| 2026-03-02 | $40.71 | $8.14 | $0.07 | 0.5807 |
| Total | $637.62 | $127.52 | $1.02 | 13.5007 |
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.