Emerson Electric Co. (EMR) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$17,057
Total Return
70.57%
CAGR
11.27%
Dividends
$1,185.56
Yield on Cost
11.86%

Rolling Returns

1-Month (21 Trading Days)
Average+1.08%
Median+1.09%
Best+23.96%
Worst-18.71%
% of Windows Positive54.3%
1-Year (252 Trading Days)
Average+11.91%
Median+10.52%
Best+54.72%
Worst-23.09%
% of Windows Positive71.4%
3-Year (756 Trading Days)
Average+44.67%
Median+45.08%
Best+94.85%
Worst-2.01%
% of Windows Positive99.6%

Risk Metrics

Maximum Drawdown -29.67%
Average Drawdown -9.81%
Drawdown Duration 141 Trading Days
Sortino Ratio 0.77
Calmar Ratio 0.38
CVaR (5%) -3.94%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +9.45% (+34.60% ann.) +$945.09 $41.82 $8.36 $0.07
2025 +8.56% +$855.51 $173.49 $34.70 $0.28
2024 +29.26% +$2925.96 $217.34 $43.47 $0.35
2023 +3.27% +$326.57 $218.63 $43.73 $0.35
2022 +5.25% +$525.05 $223.64 $44.73 $0.36
2021 +17.67% +$1766.85 $254.27 $50.85 $0.41
2020 +7.95% +$794.74 $265.37 $53.07 $0.42
2019 +30.76% +$3075.73 $332.74 $66.55 $0.53
2018 -12.39% $1238.60 $281.36 $56.27 $0.45
2017 +28.22% +$2821.78 $348.55 $69.71 $0.56
2016 +20.10% +$2009.76 $402.93 $80.59 $0.64
2015 -20.30% $2030.10 $308.41 $61.68 $0.49
2014 -10.12% $1011.82 $252.81 $50.56 $0.40
2013 +35.41% +$3540.60 $316.10 $63.22 $0.51
2012 +16.64% +$1664.10 $348.91 $69.78 $0.56
2011 -16.68% $1667.60 $252.99 $50.60 $0.40
2010 +37.13% +$3712.96 $319.61 $63.92 $0.51
2009 +19.85% +$1985.36 $366.23 $73.25 $0.59
2008 -33.95% $3395.10 $218.58 $43.72 $0.35
2007 +30.84% +$3083.58 $248.75 $49.75 $0.40
2006 +20.14% +$2014.18 $250.65 $50.13 $0.40
2005 +8.68% +$868.20 $242.90 $48.58 $0.39
2004 +10.51% +$1051.16 $251.38 $50.28 $0.40
2003 +30.50% +$3050.12 $313.61 $62.72 $0.50
2002 -8.87% $886.68 $274.94 $54.99 $0.44
2001 -26.06% $2606.48 $196.39 $39.28 $0.31
2000 +40.05% +$4005.10 $256.03 $51.20 $0.41
1999 -3.50% $350.46 $221.76 $44.35 $0.35
1998 +8.85% +$885.02 $215.62 $43.12 $0.35
1997 +18.44% +$1844.40 $229.56 $45.91 $0.37
1996 +20.70% +$2069.52 $247.66 $49.53 $0.40
1995 +33.82% +$3381.85 $297.38 $59.48 $0.48
1994 +5.68% +$567.96 $267.61 $53.52 $0.43
1993 +11.75% +$1175.30 $269.27 $53.86 $0.43
1992 +2.22% +$222.41 $255.73 $51.15 $0.41
1991 +49.16% +$4916.16 $356.85 $71.37 $0.57
1990 +0.03% +$2.53 $389.54 $77.91 $0.62
1989 +31.90% +$3190.11 $384.28 $76.86 $0.62
1988 -9.84% $983.60 $300.48 $60.10 $0.48
1987 +26.18% +$2618.00 $266.51 $53.30 $0.42
1986 +5.84% +$583.87 $346.82 $69.36 $0.56
1985 +20.32% +$2031.69 $383.94 $76.79 $0.61
1984 +7.61% +$760.81 $361.24 $72.25 $0.58
1983 +13.07% +$1307.10 $359.17 $71.84 $0.58
1982 +37.63% +$3763.39 $451.35 $90.27 $0.72
1981 +28.98% +$2898.44 $505.28 $101.06 $0.80
1980 +8.14% +$814.13 $475.22 $95.05 $0.77
1979 +1.69% +$168.61 $420.84 $84.17 $0.67
1978 +9.06% +$906.24 $378.99 $75.79 $0.60
1977 -0.09% $9.04 $307.22 $61.44 $0.48
1976 +2.23% +$222.68 $248.94 $49.78 $0.40
1975 +42.73% +$4273.03 $308.18 $61.63 $0.47
1974 -42.70% $4270.12 $161.82 $32.36 $0.27
1973 -3.59% $359.08 $140.65 $28.12 $0.22
1972 partial +7.59% (+13.50% ann.) +$759.18 $70.47 $14.10 $0.12

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Dot-com bubble / TMT mania August 9, 1995 – March 10, 2000 +24.24% +4.85% +$2423.90 $1595.98 $319.20 $2.55
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 +5.02% +1.92% +$501.59 $913.84 $182.77 $1.46
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +173.40% +22.30% +$17340.05 $2076.62 $415.32 $3.32
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -52.83% -41.25% $5283.47 $344.99 $69.00 $0.55
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +83.64% +19.73% +$8364.22 $1773.04 $354.61 $2.84
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +86.28% +8.57% +$8628.42 $3389.64 $677.93 $5.42
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -47.13% -99.93% $4712.58 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +60.37% +113.83% +$6037.50 $226.58 $45.32 $0.36
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +21.81% +20.58% +$2180.61 $335.52 $67.10 $0.54
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 +4.51% +4.79% +$450.89 $236.70 $47.34 $0.38
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +13.98% +7.32% +$1398.06 $394.86 $78.97 $0.63
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 21, 2026 +42.49% +24.98% +$4249.27 $313.43 $62.69 $0.50

Dividend History

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

Date Per Share Yield %
1972-08-14 $0.0125 0.33%
1972-11-13 $0.0125 0.32%
1973-02-09 $0.0130 0.34%
1973-05-14 $0.0130 0.37%
1973-08-27 $0.0136 0.35%
1973-11-12 $0.0136 0.34%
1974-02-15 $0.0146 0.42%
1974-05-20 $0.0146 0.43%
1974-08-19 $0.0146 0.60%
1974-11-18 $0.0146 0.63%
1975-02-14 $0.0157 0.62%
1975-05-19 $0.0157 0.49%
1975-08-18 $0.0156 0.52%
1975-11-17 $0.0156 0.51%
1976-02-13 $0.0167 0.53%
1976-05-17 $0.0167 0.52%
1976-08-16 $0.0167 0.53%
1976-11-15 $0.0208 0.71%
1977-02-14 $0.0208 0.78%
1977-05-16 $0.0208 0.74%
1977-08-15 $0.0208 0.75%
1977-11-18 $0.0250 0.87%
1978-02-14 $0.0250 0.97%
1978-05-22 $0.0250 0.83%
1978-08-21 $0.0250 0.77%
1978-11-17 $0.0300 1.02%
1979-02-16 $0.0300 1.04%
1979-05-21 $0.0300 1.08%
1979-08-20 $0.0300 0.97%
1979-11-16 $0.0333 1.20%
1980-02-15 $0.0333 1.16%
1980-05-19 $0.0333 1.19%
1980-08-18 $0.0333 0.99%
1980-11-17 $0.0367 1.18%
1981-02-13 $0.0367 1.18%
1981-05-18 $0.0367 0.96%
1981-08-17 $0.0367 0.96%
1981-11-16 $0.0417 1.16%
1982-02-11 $0.0417 1.15%
1982-05-17 $0.0417 1.10%
1982-08-16 $0.0417 1.14%
1982-11-15 $0.0437 0.87%
1983-02-14 $0.0437 0.84%
1983-05-16 $0.0437 0.88%
1983-08-15 $0.0437 0.90%
1983-11-14 $0.0479 0.91%
1984-02-10 $0.0479 0.94%
1984-05-14 $0.0479 0.89%
1984-08-13 $0.0479 0.84%
1984-11-16 $0.0542 0.93%
1985-02-15 $0.0542 0.83%
1985-05-20 $0.0542 0.95%
1985-08-19 $0.0542 0.90%
1985-11-18 $0.0575 0.94%
1986-02-14 $0.0575 0.82%
1986-05-19 $0.0575 0.82%
1986-08-18 $0.0575 0.81%
1986-11-17 $0.0600 0.84%
1987-05-18 $0.0600 0.69%
1987-08-17 $0.0625 0.60%
1987-11-16 $0.0625 0.86%
1988-02-12 $0.0625 0.77%
1988-05-16 $0.0625 0.82%
1988-08-15 $0.0625 0.89%
1988-11-14 $0.0700 0.95%
1989-02-13 $0.0700 0.90%
1989-05-15 $0.0700 0.81%
1989-08-14 $0.0700 0.77%
1989-11-13 $0.0788 0.87%
1990-02-12 $0.0788 0.82%
1990-05-14 $0.0788 0.78%
1990-08-13 $0.0788 0.88%
1990-10-22 $0.0563 0.67%
1990-11-09 $0.0825 0.96%
1991-02-15 $0.0825 0.76%
1991-05-20 $0.0825 0.74%
1991-08-19 $0.0825 0.70%
1991-11-20 $0.0862 0.72%
1992-02-14 $0.0862 0.64%
1992-05-18 $0.0862 0.69%
1992-08-17 $0.0862 0.71%
1992-11-18 $0.0900 0.70%
1993-02-12 $0.0900 0.61%
1993-05-17 $0.0900 0.61%
1993-08-16 $0.0900 0.59%
1993-11-17 $0.0975 0.68%
1994-02-14 $0.0975 0.60%
1994-05-16 $0.0975 0.65%
1994-08-15 $0.0975 0.64%
1994-11-17 $0.1075 0.68%
1995-02-13 $0.1075 0.66%
1995-05-15 $0.1075 0.61%
1995-08-16 $0.1225 0.68%
1995-11-15 $0.1225 0.66%
1996-02-21 $0.1225 0.60%
1996-05-15 $0.1225 0.58%
1996-08-14 $0.1225 0.57%
1996-11-20 $0.1350 0.54%
1997-02-19 $0.1350 0.51%
1997-05-14 $0.1350 0.51%
1997-08-13 $0.1350 0.46%
1997-11-19 $0.1475 0.57%
1998-02-18 $0.1475 0.46%
1998-05-13 $0.1475 0.46%
1998-08-12 $0.1475 0.47%
1998-11-18 $0.1625 0.51%
1999-02-17 $0.1625 0.57%
1999-05-12 $0.1625 0.46%
1999-08-11 $0.1625 0.52%
1999-11-17 $0.1790 0.62%
2000-02-16 $0.1790 0.75%
2000-05-10 $0.1790 0.64%
2000-08-09 $0.1790 0.53%
2000-11-15 $0.1915 0.53%
2001-02-14 $0.1915 0.55%
2001-05-09 $0.1915 0.58%
2001-08-15 $0.1915 0.69%
2001-11-14 $0.1940 0.72%
2002-02-13 $0.1940 0.67%
2002-05-15 $0.1940 0.65%
2002-08-14 $0.1940 0.83%
2002-11-13 $0.1965 0.78%
2003-02-12 $0.1965 0.86%
2003-05-14 $0.1965 0.79%
2003-08-13 $0.1965 0.75%
2003-11-12 $0.2000 0.67%
2004-02-11 $0.2000 0.62%
2004-05-12 $0.2000 0.69%
2004-08-11 $0.2000 0.65%
2004-11-09 $0.2075 0.61%
2005-02-09 $0.2075 0.60%
2005-05-11 $0.2075 0.62%
2005-08-10 $0.2075 0.61%
2005-11-08 $0.2225 0.63%
2006-02-15 $0.2225 0.53%
2006-05-10 $0.2225 0.51%
2006-08-09 $0.2225 0.56%
2006-11-15 $0.2625 0.60%
2007-02-14 $0.2630 0.59%
2007-05-09 $0.2630 0.56%
2007-08-15 $0.2630 0.56%
2007-11-14 $0.3000 0.54%
2008-02-13 $0.3000 0.58%
2008-05-14 $0.3000 0.53%
2008-08-13 $0.3000 0.61%
2008-11-12 $0.3300 1.04%
2009-02-11 $0.3300 1.01%
2009-05-13 $0.3300 0.93%
2009-08-12 $0.3300 0.92%
2009-11-10 $0.3350 0.80%
2010-02-10 $0.3350 0.73%
2010-05-12 $0.3350 0.67%
2010-08-11 $0.3350 0.66%
2010-11-09 $0.3450 0.61%
2011-02-09 $0.3450 0.56%
2011-05-11 $0.3450 0.62%
2011-08-10 $0.3450 0.77%
2011-11-08 $0.4000 0.79%
2012-02-15 $0.4000 0.77%
2012-05-09 $0.4000 0.81%
2012-08-15 $0.4000 0.77%
2012-11-14 $0.4100 0.82%
2013-02-13 $0.4100 0.71%
2013-05-15 $0.4100 0.69%
2013-08-14 $0.4100 0.66%
2013-11-13 $0.4300 0.65%
2014-02-12 $0.4300 0.66%
2014-05-14 $0.4300 0.63%
2014-08-13 $0.4300 0.69%
2014-11-12 $0.4700 0.73%
2015-02-11 $0.4700 0.81%
2015-05-13 $0.4700 0.78%
2015-08-12 $0.4700 0.96%
2015-11-10 $0.4750 0.98%
2016-02-10 $0.4750 1.01%
2016-05-11 $0.4750 0.89%
2016-08-10 $0.4750 0.87%
2016-11-08 $0.4800 0.95%
2017-02-15 $0.4800 0.75%
2017-05-10 $0.4800 0.82%
2017-08-09 $0.4800 0.79%
2017-11-16 $0.4850 0.81%
2018-02-15 $0.4850 0.68%
2018-05-10 $0.4850 0.67%
2018-08-16 $0.4850 0.66%
2018-11-15 $0.4900 0.73%
2019-02-14 $0.4900 0.72%
2019-05-16 $0.4900 0.75%
2019-08-15 $0.4900 0.86%
2019-11-14 $0.5000 0.68%
2020-02-13 $0.5000 0.66%
2020-05-14 $0.5000 0.96%
2020-08-13 $0.5000 0.70%
2020-11-12 $0.5050 0.67%
2021-02-11 $0.5050 0.59%
2021-05-13 $0.5050 0.54%
2021-08-12 $0.5050 0.48%
2021-11-10 $0.5150 0.53%
2022-02-10 $0.5150 0.52%
2022-05-12 $0.5150 0.62%
2022-08-11 $0.5150 0.59%
2022-11-09 $0.5200 0.57%
2023-02-16 $0.5200 0.60%
2023-05-11 $0.5200 0.63%
2023-08-10 $0.5200 0.54%
2023-11-16 $0.5250 0.59%
2024-02-15 $0.5250 0.49%
2024-05-16 $0.5250 0.46%
2024-08-16 $0.5250 0.50%
2024-11-15 $0.5280 0.41%
2025-02-14 $0.5280 0.42%
2025-05-16 $0.5280 0.44%
2025-08-15 $0.5280 0.39%
2025-11-14 $0.5550 0.43%
2026-02-13 $0.5550 0.38%
Total 215 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
2021-05-13 $54.83 $10.97 $0.09 0.4622
2021-08-12 $55.06 $11.01 $0.09 0.4222
2021-11-10 $56.37 $11.27 $0.09 0.4638
2022-02-10 $56.61 $11.32 $0.09 0.4665
2022-05-12 $56.85 $11.37 $0.09 0.5485
2022-08-11 $57.13 $11.43 $0.09 0.5213
2022-11-09 $57.95 $11.59 $0.09 0.5134
2023-02-16 $58.22 $11.64 $0.09 0.5424
2023-05-11 $58.50 $11.70 $0.09 0.5698
2023-08-10 $58.80 $11.76 $0.09 0.4915
2023-11-16 $59.62 $11.92 $0.10 0.5440
2024-02-15 $59.91 $11.98 $0.10 0.4525
2024-05-16 $60.15 $12.03 $0.10 0.4256
2024-08-16 $60.37 $12.07 $0.10 0.4675
2024-11-15 $60.96 $12.19 $0.10 0.3839
2025-02-14 $61.16 $12.23 $0.10 0.3959
2025-05-16 $61.37 $12.27 $0.10 0.4063
2025-08-15 $61.59 $12.32 $0.10 0.3732
2025-11-14 $64.94 $12.99 $0.10 0.4064
2026-02-13 $65.17 $13.03 $0.10 0.3513
Total $1185.56 $237.11 $1.90 9.2084

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.

ALTI

CAGR -17.35% Total -61.31% Final $3,869
2021-04-27 — 2026-04-21
G

CAGR 5.38% Total 166.55% Final $26,655
2007-08-02 — 2026-04-21
PLPC

CAGR 12.77% Total 2463.03% Final $256,303
1999-04-28 — 2026-04-21