Eaton Corporation plc (ETN) Stock Total Returns
Growth of $10,000 chart
2021-04-21 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$30,843
Total Return
208.43%
CAGR
25.27%
Dividends
$1,240.55
Yield on Cost
12.41%
Rolling Returns
1-Month (21 Trading Days)
| Average | +2.06% |
| Median | +2.09% |
| Best | +26.86% |
| Worst | -22.07% |
| % of Windows Positive | 58.7% |
1-Year (252 Trading Days)
| Average | +27.72% |
| Median | +21.83% |
| Best | +108.27% |
| Worst | -23.11% |
| % of Windows Positive | 72.3% |
3-Year (756 Trading Days)
| Average | +129.10% |
| Median | +123.92% |
| Best | +212.92% |
| Worst | +65.06% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -34.50% |
| Average Drawdown | -8.14% |
| Drawdown Duration | 152 Trading Days |
| Sortino Ratio | 1.31 |
| Calmar Ratio | 0.73 |
| CVaR (5%) | -4.30% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +28.94% (+130.82% ann.) | +$2894.31 | $34.54 | $6.91 | $0.06 |
| 2025 | -3.25% | $324.84 | $94.29 | $18.86 | $0.15 |
| 2024 | +39.18% | +$3917.56 | $156.72 | $31.34 | $0.25 |
| 2023 | +55.64% | +$5563.69 | $220.43 | $44.09 | $0.35 |
| 2022 | -7.59% | $759.33 | $188.73 | $37.75 | $0.30 |
| 2021 | +46.12% | +$4611.62 | $254.62 | $50.92 | $0.41 |
| 2020 | +29.33% | +$2932.94 | $240.73 | $48.15 | $0.39 |
| 2019 | +41.81% | +$4180.93 | $418.03 | $83.61 | $0.67 |
| 2018 | -11.92% | $1191.82 | $167.60 | $33.52 | $0.27 |
| 2017 | +20.79% | +$2078.93 | $361.23 | $72.25 | $0.58 |
| 2016 | +32.84% | +$3283.64 | $443.15 | $88.63 | $0.71 |
| 2015 | -21.29% | $2129.02 | $326.89 | $65.38 | $0.52 |
| 2014 | -8.73% | $873.18 | $259.56 | $51.91 | $0.42 |
| 2013 | +43.41% | +$4341.05 | $312.59 | $62.52 | $0.50 |
| 2012 | +27.76% | +$2776.03 | $352.56 | $70.51 | $0.56 |
| 2011 | -12.28% | $1228.24 | $270.10 | $54.02 | $0.43 |
| 2010 | +63.23% | +$6322.95 | $342.76 | $68.55 | $0.55 |
| 2009 | +32.15% | +$3215.15 | $407.74 | $81.55 | $0.65 |
| 2008 | -47.51% | $4750.82 | $207.80 | $41.56 | $0.33 |
| 2007 | +31.03% | +$3102.71 | $230.29 | $46.06 | $0.37 |
| 2006 | +13.91% | +$1390.57 | $222.01 | $44.40 | $0.36 |
| 2005 | -5.82% | $581.76 | $172.36 | $34.47 | $0.28 |
| 2004 | +35.90% | +$3590.50 | $201.12 | $40.22 | $0.32 |
| 2003 | +40.71% | +$4070.93 | $237.28 | $47.46 | $0.38 |
| 2002 | +6.99% | +$699.19 | $238.16 | $47.63 | $0.38 |
| 2001 | +30.79% | +$3079.32 | $1909.43 | $381.88 | $3.06 |
| 2000 | +5.57% | +$557.00 | $244.11 | $48.82 | $0.39 |
| 1999 | +4.58% | +$457.88 | $250.70 | $50.14 | $0.40 |
| 1998 | -19.36% | $1935.86 | $198.40 | $39.68 | $0.32 |
| 1997 | +30.10% | +$3010.05 | $248.28 | $49.66 | $0.40 |
| 1996 | +32.94% | +$3294.35 | $300.84 | $60.17 | $0.48 |
| 1995 | +10.83% | +$1082.67 | $305.67 | $61.13 | $0.49 |
| 1994 | -0.22% | $22.06 | $239.16 | $47.83 | $0.38 |
| 1993 | +25.67% | +$2566.82 | $219.85 | $43.97 | $0.35 |
| 1992 | +29.36% | +$2935.72 | $343.56 | $68.71 | $0.55 |
| 1991 | +33.51% | +$3351.13 | $446.41 | $89.28 | $0.72 |
| 1990 | -9.61% | $961.06 | $372.69 | $74.54 | $0.60 |
| 1989 | +5.05% | +$505.28 | $362.40 | $72.48 | $0.58 |
| 1988 | +8.28% | +$827.75 | $318.56 | $63.71 | $0.51 |
| 1987 | +9.48% | +$947.95 | $259.37 | $51.87 | $0.42 |
| 1986 | +17.17% | +$1717.40 | $251.29 | $50.26 | $0.40 |
| 1985 | +22.53% | +$2252.76 | $254.76 | $50.95 | $0.41 |
| 1984 | -2.07% | $207.08 | $199.52 | $39.90 | $0.32 |
| 1983 | +76.27% | +$7626.75 | $251.68 | $50.34 | $0.41 |
| 1982 | +5.39% | +$539.29 | $549.64 | $109.93 | $0.88 |
| 1981 | +16.66% | +$1665.87 | $613.26 | $122.65 | $0.98 |
| 1980 | +16.42% | +$1642.46 | $681.48 | $136.29 | $1.10 |
| 1979 | +16.43% | +$1643.01 | $705.58 | $141.11 | $1.13 |
| 1978 | -0.43% | $42.88 | $623.20 | $124.63 | $1.00 |
| 1977 | -13.30% | $1329.66 | $459.87 | $91.97 | $0.74 |
| 1976 | +53.47% | +$5346.60 | $628.60 | $125.72 | $0.99 |
| 1975 | +62.56% | +$6256.27 | $948.29 | $189.67 | $1.51 |
| 1974 | -21.24% | $2123.70 | $706.08 | $141.21 | $1.14 |
| 1973 | -33.14% | $3314.18 | $414.26 | $82.86 | $0.67 |
| 1972 partial | -13.08% (-21.55% ann.) | $1308.35 | $159.71 | $31.94 | $0.26 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +49.74% | +9.20% | +$4974.43 | $1448.25 | $289.65 | $2.32 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +7.70% | +2.92% | +$770.01 | $2357.88 | $471.58 | $3.77 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +246.50% | +28.24% | +$24649.89 | $2066.05 | $413.21 | $3.31 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -68.29% | -55.65% | $6829.10 | $299.61 | $59.92 | $0.48 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +184.12% | +36.25% | +$18412.14 | $2569.03 | $513.81 | $4.11 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +189.31% | +15.07% | +$18931.22 | $3929.26 | $785.85 | $6.29 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -44.61% | -99.88% | $4461.13 | $69.46 | $13.89 | $0.11 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +56.25% | +105.05% | +$5625.13 | $216.03 | $43.21 | $0.35 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +49.80% | +46.72% | +$4979.58 | $269.52 | $53.90 | $0.43 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -1.87% | -1.98% | $186.60 | $201.26 | $40.25 | $0.32 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +96.52% | +43.98% | +$9651.73 | $390.25 | $78.05 | $0.62 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | +31.88% | +19.04% | +$3188.02 | $164.87 | $32.97 | $0.26 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1972-08-01 | $0.0169 | 0.82% |
| 1972-11-01 | $0.0193 | 0.97% |
| 1973-01-31 | $0.0181 | 0.95% |
| 1973-05-02 | $0.0181 | 1.08% |
| 1973-08-02 | $0.0217 | 1.31% |
| 1973-11-01 | $0.0217 | 1.30% |
| 1974-01-31 | $0.0217 | 1.61% |
| 1974-05-02 | $0.0217 | 1.61% |
| 1974-08-02 | $0.0217 | 1.67% |
| 1974-10-31 | $0.0217 | 1.99% |
| 1975-01-31 | $0.0217 | 1.76% |
| 1975-05-02 | $0.0217 | 1.74% |
| 1975-08-01 | $0.0217 | 1.55% |
| 1975-10-31 | $0.0217 | 1.59% |
| 1976-02-03 | $0.0217 | 1.31% |
| 1976-05-03 | $0.0217 | 1.17% |
| 1976-08-03 | $0.0217 | 1.03% |
| 1976-11-03 | $0.0241 | 1.25% |
| 1977-02-02 | $0.0241 | 1.20% |
| 1977-05-03 | $0.0241 | 1.15% |
| 1977-08-02 | $0.0241 | 1.30% |
| 1977-11-01 | $0.0241 | 1.37% |
| 1978-02-02 | $0.0271 | 1.62% |
| 1978-05-03 | $0.0271 | 1.44% |
| 1978-08-02 | $0.0271 | 1.43% |
| 1978-11-01 | $0.0271 | 1.53% |
| 1979-02-02 | $0.0271 | 1.53% |
| 1979-05-02 | $0.0271 | 1.46% |
| 1979-08-02 | $0.0311 | 1.51% |
| 1979-11-02 | $0.0311 | 1.65% |
| 1980-02-04 | $0.0311 | 1.66% |
| 1980-05-02 | $0.0311 | 1.82% |
| 1980-08-04 | $0.0311 | 1.43% |
| 1980-10-31 | $0.0311 | 1.43% |
| 1981-02-03 | $0.0311 | 1.50% |
| 1981-05-04 | $0.0311 | 1.11% |
| 1981-08-03 | $0.0311 | 1.26% |
| 1981-11-02 | $0.0311 | 1.40% |
| 1982-02-02 | $0.0311 | 1.48% |
| 1982-05-04 | $0.0311 | 1.42% |
| 1982-08-03 | $0.0311 | 1.84% |
| 1982-11-01 | $0.0311 | 1.33% |
| 1983-02-01 | $0.0145 | 0.63% |
| 1983-05-03 | $0.0145 | 0.48% |
| 1983-08-02 | $0.0145 | 0.49% |
| 1983-11-01 | $0.0145 | 0.42% |
| 1984-01-31 | $0.0145 | 0.38% |
| 1984-05-01 | $0.0217 | 0.61% |
| 1984-07-31 | $0.0217 | 0.68% |
| 1984-10-30 | $0.0217 | 0.60% |
| 1985-01-29 | $0.0217 | 0.51% |
| 1985-04-30 | $0.0253 | 0.67% |
| 1985-07-30 | $0.0253 | 0.65% |
| 1985-10-29 | $0.0253 | 0.65% |
| 1986-01-28 | $0.0289 | 0.61% |
| 1986-04-29 | $0.0289 | 0.55% |
| 1986-07-29 | $0.0289 | 0.62% |
| 1986-10-28 | $0.0289 | 0.56% |
| 1987-02-03 | $0.0289 | 0.50% |
| 1987-04-28 | $0.0362 | 0.61% |
| 1987-07-28 | $0.0362 | 0.52% |
| 1987-11-03 | $0.0362 | 0.71% |
| 1988-02-02 | $0.0362 | 0.69% |
| 1988-05-03 | $0.0362 | 0.62% |
| 1988-08-11 | $0.0542 | 0.93% |
| 1988-11-01 | $0.0542 | 0.95% |
| 1989-01-31 | $0.0542 | 0.85% |
| 1989-05-02 | $0.0542 | 0.86% |
| 1989-08-01 | $0.0542 | 0.78% |
| 1989-10-31 | $0.0542 | 0.90% |
| 1990-01-30 | $0.0542 | 0.95% |
| 1990-05-01 | $0.0542 | 0.91% |
| 1990-07-31 | $0.0597 | 0.89% |
| 1990-10-30 | $0.0597 | 1.33% |
| 1991-01-29 | $0.0597 | 1.10% |
| 1991-04-30 | $0.0597 | 0.94% |
| 1991-07-30 | $0.0597 | 0.84% |
| 1991-10-29 | $0.0597 | 0.87% |
| 1992-01-28 | $0.0597 | 0.82% |
| 1992-04-28 | $0.0597 | 0.71% |
| 1992-07-28 | $0.0597 | 0.74% |
| 1992-11-03 | $0.0597 | 0.75% |
| 1993-02-02 | $0.0597 | 0.70% |
| 1993-05-04 | $0.0037 | 0.04% |
| 1993-08-03 | $0.0651 | 0.65% |
| 1993-11-02 | $0.0651 | 0.56% |
| 1994-02-01 | $0.0651 | 0.53% |
| 1994-05-03 | $0.0651 | 0.54% |
| 1994-08-02 | $0.0651 | 0.58% |
| 1994-11-01 | $0.0651 | 0.57% |
| 1995-01-31 | $0.0651 | 0.65% |
| 1995-05-02 | $0.0868 | 0.69% |
| 1995-08-03 | $0.0868 | 0.71% |
| 1995-11-02 | $0.0868 | 0.77% |
| 1996-02-01 | $0.0868 | 0.69% |
| 1996-05-02 | $0.0868 | 0.66% |
| 1996-08-01 | $0.0868 | 0.72% |
| 1996-10-31 | $0.0868 | 0.66% |
| 1997-01-30 | $0.0868 | 0.57% |
| 1997-05-01 | $0.0954 | 0.59% |
| 1997-07-31 | $0.0954 | 0.49% |
| 1997-10-30 | $0.0954 | 0.45% |
| 1998-02-05 | $0.0954 | 0.47% |
| 1998-04-30 | $0.0954 | 0.48% |
| 1998-07-30 | $0.0954 | 0.68% |
| 1998-11-05 | $0.0954 | 0.64% |
| 1999-02-04 | $0.0954 | 0.69% |
| 1999-05-06 | $0.0954 | 0.48% |
| 1999-08-05 | $0.0954 | 0.44% |
| 1999-11-04 | $0.0954 | 0.60% |
| 2000-02-03 | $0.0954 | 0.63% |
| 2000-05-04 | $0.0954 | 0.54% |
| 2000-08-03 | $0.0954 | 0.63% |
| 2000-11-02 | $0.0954 | 0.64% |
| 2001-01-02 | $2.6160 | 16.04% |
| 2001-02-01 | $0.1100 | 0.64% |
| 2001-05-03 | $0.1100 | 0.60% |
| 2001-08-02 | $0.1100 | 0.60% |
| 2001-11-01 | $0.1100 | 0.67% |
| 2002-01-31 | $0.1100 | 0.61% |
| 2002-05-02 | $0.1100 | 0.52% |
| 2002-08-01 | $0.1100 | 0.63% |
| 2002-10-31 | $0.1100 | 0.64% |
| 2003-01-30 | $0.1100 | 0.62% |
| 2003-05-01 | $0.1100 | 0.54% |
| 2003-07-31 | $0.1200 | 0.57% |
| 2003-10-30 | $0.1200 | 0.48% |
| 2004-02-05 | $0.1350 | 0.47% |
| 2004-05-06 | $0.1350 | 0.45% |
| 2004-08-05 | $0.1350 | 0.41% |
| 2004-11-04 | $0.1350 | 0.42% |
| 2005-02-03 | $0.1550 | 0.46% |
| 2005-05-05 | $0.1550 | 0.52% |
| 2005-08-04 | $0.1550 | 0.46% |
| 2005-11-03 | $0.1550 | 0.51% |
| 2006-02-02 | $0.1750 | 0.53% |
| 2006-05-04 | $0.1750 | 0.45% |
| 2006-08-03 | $0.1950 | 0.61% |
| 2006-11-02 | $0.1950 | 0.55% |
| 2007-02-01 | $0.2150 | 0.55% |
| 2007-05-03 | $0.2150 | 0.47% |
| 2007-08-02 | $0.2150 | 0.44% |
| 2007-11-01 | $0.2150 | 0.46% |
| 2008-01-31 | $0.2500 | 0.61% |
| 2008-05-01 | $0.2500 | 0.57% |
| 2008-07-31 | $0.2500 | 0.69% |
| 2008-10-30 | $0.2500 | 1.12% |
| 2009-02-05 | $0.2500 | 1.16% |
| 2009-04-30 | $0.2500 | 1.13% |
| 2009-07-30 | $0.2500 | 0.98% |
| 2009-11-05 | $0.2500 | 0.80% |
| 2010-02-04 | $0.2500 | 0.77% |
| 2010-05-06 | $0.2500 | 0.67% |
| 2010-08-05 | $0.2900 | 0.72% |
| 2010-11-04 | $0.2900 | 0.63% |
| 2011-02-03 | $0.3400 | 0.62% |
| 2011-05-05 | $0.3400 | 0.65% |
| 2011-08-04 | $0.3400 | 0.75% |
| 2011-11-03 | $0.3400 | 0.75% |
| 2012-02-02 | $0.3800 | 0.76% |
| 2012-05-03 | $0.3800 | 0.80% |
| 2012-08-02 | $0.3800 | 0.87% |
| 2012-10-04 | $0.3800 | 0.81% |
| 2013-03-07 | $0.4200 | 0.67% |
| 2013-05-02 | $0.4200 | 0.71% |
| 2013-08-01 | $0.4200 | 0.61% |
| 2013-10-31 | $0.4200 | 0.59% |
| 2014-03-06 | $0.4900 | 0.66% |
| 2014-05-01 | $0.4900 | 0.67% |
| 2014-07-31 | $0.4900 | 0.70% |
| 2014-11-12 | $0.4900 | 0.72% |
| 2015-03-05 | $0.5500 | 0.79% |
| 2015-04-30 | $0.5500 | 0.79% |
| 2015-07-30 | $0.5500 | 0.89% |
| 2015-11-05 | $0.5500 | 0.97% |
| 2016-03-03 | $0.5700 | 0.98% |
| 2016-05-04 | $0.5700 | 0.90% |
| 2016-08-03 | $0.5700 | 0.89% |
| 2016-11-03 | $0.5700 | 0.94% |
| 2017-03-02 | $0.6000 | 0.82% |
| 2017-05-03 | $0.6000 | 0.78% |
| 2017-08-02 | $0.6000 | 0.81% |
| 2017-11-02 | $0.6000 | 0.74% |
| 2018-03-09 | $0.6600 | 0.81% |
| 2018-05-03 | $0.6600 | 0.91% |
| 2019-03-07 | $0.7100 | 0.88% |
| 2019-05-02 | $0.7100 | 0.87% |
| 2019-08-01 | $0.7100 | 0.86% |
| 2019-10-31 | $0.7100 | 0.80% |
| 2020-03-12 | $0.7300 | 0.87% |
| 2020-05-13 | $0.0730 | 0.09% |
| 2020-08-13 | $0.7300 | 0.71% |
| 2020-11-05 | $0.7300 | 0.69% |
| 2021-03-15 | $0.7600 | 0.54% |
| 2021-05-13 | $0.7600 | 0.53% |
| 2021-08-12 | $0.7600 | 0.46% |
| 2021-11-10 | $0.7600 | 0.44% |
| 2022-03-10 | $0.8100 | 0.54% |
| 2022-05-12 | $0.8100 | 0.58% |
| 2022-08-11 | $0.8100 | 0.54% |
| 2022-11-09 | $0.8100 | 0.51% |
| 2023-03-03 | $0.8600 | 0.49% |
| 2023-05-05 | $0.8600 | 0.51% |
| 2023-08-04 | $0.8600 | 0.40% |
| 2023-11-03 | $0.8600 | 0.40% |
| 2024-03-08 | $0.9400 | 0.31% |
| 2024-05-03 | $0.9400 | 0.30% |
| 2024-08-05 | $0.9400 | 0.34% |
| 2024-11-04 | $0.9400 | 0.28% |
| 2025-03-10 | $1.0400 | 0.36% |
| 2025-05-05 | $1.0400 | 0.35% |
| 2025-08-07 | $1.0400 | 0.29% |
| 2026-03-10 | $1.1000 | 0.31% |
| Total | 213 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 | $53.71 | $10.74 | $0.09 | 0.2941 |
| 2021-08-12 | $53.93 | $10.79 | $0.09 | 0.2576 |
| 2021-11-10 | $54.13 | $10.83 | $0.09 | 0.2514 |
| 2022-03-10 | $57.89 | $11.58 | $0.09 | 0.3119 |
| 2022-05-12 | $58.14 | $11.63 | $0.09 | 0.3275 |
| 2022-08-11 | $58.41 | $11.68 | $0.09 | 0.3120 |
| 2022-11-09 | $58.66 | $11.73 | $0.09 | 0.2996 |
| 2023-03-03 | $62.54 | $12.51 | $0.10 | 0.2812 |
| 2023-05-05 | $62.78 | $12.56 | $0.10 | 0.2930 |
| 2023-08-04 | $63.03 | $12.61 | $0.10 | 0.2331 |
| 2023-11-03 | $63.23 | $12.65 | $0.10 | 0.2350 |
| 2024-03-08 | $69.34 | $13.87 | $0.11 | 0.1861 |
| 2024-05-03 | $69.51 | $13.90 | $0.11 | 0.1732 |
| 2024-08-05 | $69.67 | $13.93 | $0.11 | 0.2041 |
| 2024-11-04 | $69.87 | $13.97 | $0.11 | 0.1685 |
| 2025-03-10 | $77.47 | $15.49 | $0.12 | 0.2228 |
| 2025-05-05 | $77.71 | $15.54 | $0.12 | 0.2078 |
| 2025-08-07 | $77.92 | $15.58 | $0.12 | 0.1727 |
| 2026-03-10 | $82.61 | $16.52 | $0.13 | 0.1827 |
| Total | $1240.55 | $248.11 | $1.98 | 4.6144 |
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.