BWX Technologies, Inc. (BWXT) Stock Total Returns

Growth of $10,000 chart

2021-04-21 to 2026-04-21
to
$
%
%
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Investment Performance

Final Value
$33,516
Total Return
235.16%
CAGR
27.37%
Dividends
$706.75
Yield on Cost
7.07%

Rolling Returns

1-Month (21 Trading Days)
Average+2.54%
Median+1.80%
Best+32.28%
Worst-22.23%
% of Windows Positive59.4%
1-Year (252 Trading Days)
Average+37.52%
Median+36.84%
Best+159.40%
Worst-26.44%
% of Windows Positive86.5%
3-Year (756 Trading Days)
Average+160.08%
Median+157.11%
Best+311.40%
Worst+37.28%
% of Windows Positive100.0%

Risk Metrics

Maximum Drawdown -36.31%
Average Drawdown -11.05%
Drawdown Duration 516 Trading Days
Sortino Ratio 1.39
Calmar Ratio 0.75
CVaR (5%) -4.47%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +25.49% (+111.10% ann.) +$2549.08 $15.62 $3.12 $0.02
2025 +56.12% +$5612.33 $90.02 $18.00 $0.14
2024 +46.25% +$4625.44 $125.49 $25.10 $0.20
2023 +33.51% +$3351.04 $159.07 $31.81 $0.26
2022 +22.89% +$2289.22 $184.72 $36.94 $0.29
2021 -19.63% $1962.86 $139.94 $27.99 $0.22
2020 -1.83% $183.07 $122.94 $24.59 $0.20
2019 +64.06% +$6405.71 $178.60 $35.72 $0.28
2018 -36.24% $3624.19 $106.11 $21.22 $0.17
2017 +53.35% +$5335.15 $106.07 $21.22 $0.17
2016 +25.95% +$2595.14 $113.67 $22.74 $0.18
2015 +47.54% +$4754.44 $93.91 $18.79 $0.15
2014 -10.47% $1047.15 $117.43 $23.48 $0.19
2013 +31.71% +$3171.37 $130.24 $26.05 $0.22
2012 +8.83% +$882.75 $33.14 $6.63 $0.06
2011 -5.67% $566.64 $0.00 $0.00 $0.00
2010 partial +10.54% (+27.43% ann.) +$1054.00 $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 August 2, 2010 – July 25, 2012 +3.54% +1.77% +$354.21 $0.00 $0.00 $0.00
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +325.24% +21.08% +$32523.84 $1716.50 $343.29 $2.74
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -38.41% -99.60% $3841.12 $26.98 $5.40 $0.04
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +21.18% +36.22% +$2118.16 $83.30 $16.66 $0.14
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 -9.37% -8.91% $936.76 $190.51 $38.10 $0.31
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 +23.31% +24.91% +$2330.74 $138.83 $27.77 $0.22
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +60.35% +29.02% +$6035.49 $302.05 $60.41 $0.49
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 21, 2026 +125.11% +66.69% +$12510.72 $156.17 $31.23 $0.25

Dividend History

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

Date Per Share Yield %
2012-11-15 $0.0572 0.34%
2013-02-14 $0.0572 0.30%
2013-05-15 $0.0572 0.29%
2013-08-16 $0.0572 0.26%
2013-11-21 $0.0715 0.32%
2014-02-26 $0.0715 0.28%
2014-05-21 $0.0715 0.31%
2014-08-18 $0.0715 0.35%
2014-11-18 $0.0715 0.33%
2015-02-26 $0.0715 0.33%
2015-05-12 $0.0715 0.30%
2015-11-18 $0.0600 0.21%
2016-03-03 $0.0900 0.28%
2016-05-12 $0.0900 0.26%
2016-08-18 $0.0900 0.23%
2016-11-15 $0.0900 0.22%
2017-03-08 $0.0900 0.19%
2017-05-12 $0.1100 0.22%
2017-08-17 $0.1100 0.20%
2017-11-17 $0.1100 0.18%
2018-03-09 $0.1600 0.25%
2018-05-17 $0.1600 0.23%
2018-08-17 $0.1600 0.25%
2018-11-19 $0.1600 0.36%
2019-03-08 $0.1700 0.34%
2019-05-16 $0.1700 0.35%
2019-08-15 $0.1700 0.31%
2019-11-19 $0.1700 0.28%
2020-03-06 $0.1900 0.36%
2020-05-15 $0.1900 0.37%
2020-08-18 $0.1900 0.32%
2020-11-19 $0.1900 0.33%
2021-03-09 $0.2100 0.35%
2021-05-18 $0.2100 0.33%
2021-08-18 $0.2100 0.38%
2021-11-18 $0.2100 0.41%
2022-03-09 $0.2200 0.41%
2022-05-19 $0.2200 0.44%
2022-08-18 $0.2200 0.41%
2022-11-18 $0.2200 0.37%
2023-03-09 $0.2300 0.37%
2023-05-18 $0.2300 0.34%
2023-08-16 $0.2300 0.31%
2023-11-20 $0.2300 0.30%
2024-03-08 $0.2400 0.23%
2024-05-16 $0.2400 0.27%
2024-08-16 $0.2400 0.24%
2024-11-19 $0.2400 0.19%
2025-03-11 $0.2500 0.26%
2025-05-19 $0.2500 0.23%
2025-08-18 $0.2500 0.14%
2025-11-19 $0.2500 0.14%
2026-03-11 $0.2700 0.14%
Total 53 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
2021-05-18 $30.99 $6.20 $0.05 0.3960
2021-08-18 $31.07 $6.21 $0.05 0.4520
2021-11-18 $31.16 $6.23 $0.05 0.4834
2022-03-09 $32.76 $6.55 $0.05 0.4942
2022-05-19 $32.86 $6.57 $0.05 0.5235
2022-08-18 $32.98 $6.60 $0.05 0.4848
2022-11-18 $33.09 $6.62 $0.05 0.4477
2023-03-09 $34.69 $6.94 $0.06 0.4381
2023-05-18 $34.79 $6.96 $0.06 0.4175
2023-08-16 $34.89 $6.98 $0.06 0.3854
2023-11-20 $34.98 $7.00 $0.06 0.3569
2024-03-08 $36.59 $7.32 $0.06 0.2831
2024-05-16 $36.65 $7.33 $0.06 0.3301
2024-08-16 $36.73 $7.35 $0.06 0.2986
2024-11-19 $36.80 $7.36 $0.06 0.2255
2025-03-11 $38.39 $7.68 $0.06 0.3163
2025-05-19 $38.47 $7.69 $0.06 0.2793
2025-08-18 $38.54 $7.71 $0.06 0.1800
2025-11-19 $38.59 $7.72 $0.06 0.1713
2026-03-11 $41.72 $8.34 $0.07 0.1700
Total $706.75 $141.35 $1.13 7.1338

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.

KE

CAGR 12.42% Total 282.83% Final $38,283
2014-11-03 — 2026-04-21
SNDK

CAGR 1425.32% Total 2409.69% Final $250,969
2025-02-13 — 2026-04-21
CALY

CAGR 4.68% Total 377.29% Final $47,729
1992-02-28 — 2026-04-21