Gladstone Commercial Corporation (GOOD) Stock Total Returns
Growth of $10,000 chart
2021-04-21 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$8,396
Total Return
-16.04%
CAGR
-3.44%
Dividends
$3,629.33
Yield on Cost
36.29%
Rolling Returns
1-Month (21 Trading Days)
| Average | -0.12% |
| Median | +0.29% |
| Best | +22.97% |
| Worst | -28.48% |
| % of Windows Positive | 51.3% |
1-Year (252 Trading Days)
| Average | -4.75% |
| Median | -12.02% |
| Best | +56.34% |
| Worst | -43.89% |
| % of Windows Positive | 36.1% |
3-Year (756 Trading Days)
| Average | -13.80% |
| Median | -14.98% |
| Best | +28.09% |
| Worst | -32.86% |
| % of Windows Positive | 7.0% |
Risk Metrics
| Maximum Drawdown | -54.23% |
| Average Drawdown | -28.70% |
| Drawdown Duration | 1077 Trading Days (Unrecovered) |
| Sortino Ratio | -0.02 |
| Calmar Ratio | -0.06 |
| CVaR (5%) | -3.62% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +20.28% (+83.61% ann.) | +$2028.14 | $283.13 | $56.63 | $0.45 |
| 2025 | -29.40% | $2939.77 | $761.83 | $152.36 | $1.22 |
| 2024 | +31.03% | +$3102.87 | $935.84 | $187.17 | $1.50 |
| 2023 | -22.99% | $2299.03 | $670.41 | $134.08 | $1.07 |
| 2022 | -23.65% | $2364.93 | $597.94 | $119.59 | $0.96 |
| 2021 | +51.42% | +$5141.53 | $856.06 | $171.22 | $1.37 |
| 2020 | -11.58% | $1157.66 | $709.67 | $141.93 | $1.14 |
| 2019 | +28.93% | +$2893.25 | $859.31 | $171.86 | $1.37 |
| 2018 | -9.29% | $928.91 | $733.70 | $146.74 | $1.18 |
| 2017 | +10.83% | +$1082.65 | $766.28 | $153.26 | $1.22 |
| 2016 | +47.99% | +$4799.21 | $1064.95 | $212.99 | $1.71 |
| 2015 | -8.66% | $865.55 | $901.90 | $180.38 | $1.44 |
| 2014 | +2.24% | +$223.87 | $861.09 | $172.23 | $1.38 |
| 2013 | +6.71% | +$671.45 | $860.29 | $172.06 | $1.37 |
| 2012 | +9.50% | +$950.00 | $882.07 | $176.41 | $1.42 |
| 2011 | -0.19% | $18.83 | $821.53 | $164.30 | $1.31 |
| 2010 | +51.12% | +$5111.98 | $1159.50 | $231.89 | $1.86 |
| 2009 | +75.07% | +$7507.40 | $1862.45 | $372.50 | $2.97 |
| 2008 | -47.31% | $4731.10 | $884.77 | $176.95 | $1.41 |
| 2007 | -7.49% | $748.59 | $734.45 | $146.89 | $1.17 |
| 2006 | +29.61% | +$2961.08 | $897.88 | $179.59 | $1.43 |
| 2005 | +1.11% | +$110.60 | $573.63 | $114.72 | $0.92 |
| 2004 | +3.84% | +$384.06 | $287.32 | $57.48 | $0.46 |
| 2003 partial | +13.14% (+38.33% ann.) | +$1314.23 | $6.71 | $1.34 | $0.01 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| China-WTO / housing-credit / commodity boom partial | August 14, 2003 – October 9, 2007 | +51.89% | +10.59% | +$5189.45 | $2914.06 | $582.83 | $4.66 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -64.62% | -52.07% | $6461.95 | $1187.38 | $237.47 | $1.89 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +226.66% | +42.00% | +$22665.96 | $8603.30 | $1720.62 | $13.75 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +98.82% | +9.51% | +$9882.17 | $8534.09 | $1706.85 | $13.66 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -54.97% | -99.99% | $5497.21 | $58.60 | $11.72 | $0.09 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +55.66% | +103.82% | +$5566.40 | $830.60 | $166.11 | $1.33 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +34.12% | +32.12% | +$3412.12 | $959.15 | $191.84 | $1.54 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -15.94% | -16.84% | $1594.32 | $633.38 | $126.68 | $1.01 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -1.80% | -0.98% | $180.32 | $1271.54 | $254.31 | $2.03 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | -12.91% | -8.34% | $1291.19 | $1235.79 | $247.16 | $1.98 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2003-12-29 | $0.0100 | 0.06% |
| 2004-03-29 | $0.1200 | 0.71% |
| 2004-06-23 | $0.1200 | 0.73% |
| 2004-09-22 | $0.1200 | 0.74% |
| 2004-12-21 | $0.1200 | 0.71% |
| 2005-01-12 | $0.0600 | 0.36% |
| 2005-02-10 | $0.0600 | 0.36% |
| 2005-03-14 | $0.0600 | 0.36% |
| 2005-04-13 | $0.0800 | 0.49% |
| 2005-05-11 | $0.0800 | 0.50% |
| 2005-06-14 | $0.0800 | 0.52% |
| 2005-07-19 | $0.0800 | 0.50% |
| 2005-08-19 | $0.0800 | 0.50% |
| 2005-09-20 | $0.0800 | 0.47% |
| 2005-10-19 | $0.1000 | 0.60% |
| 2005-11-17 | $0.1000 | 0.60% |
| 2005-12-19 | $0.1000 | 0.60% |
| 2006-01-17 | $0.1200 | 0.71% |
| 2006-02-15 | $0.1200 | 0.63% |
| 2006-03-21 | $0.1200 | 0.62% |
| 2006-04-18 | $0.1200 | 0.61% |
| 2006-05-18 | $0.1200 | 0.66% |
| 2006-06-20 | $0.1200 | 0.65% |
| 2006-07-19 | $0.1200 | 0.63% |
| 2006-08-21 | $0.1200 | 0.62% |
| 2006-09-19 | $0.1200 | 0.60% |
| 2006-10-19 | $0.1200 | 0.59% |
| 2006-11-17 | $0.1200 | 0.59% |
| 2006-12-18 | $0.1200 | 0.59% |
| 2007-01-19 | $0.1200 | 0.63% |
| 2007-02-15 | $0.1200 | 0.58% |
| 2007-03-20 | $0.1200 | 0.60% |
| 2007-04-18 | $0.1200 | 0.60% |
| 2007-05-18 | $0.1200 | 0.60% |
| 2007-06-19 | $0.1200 | 0.61% |
| 2007-07-19 | $0.1200 | 0.61% |
| 2007-08-21 | $0.1200 | 0.64% |
| 2007-09-18 | $0.1200 | 0.60% |
| 2007-10-19 | $0.1200 | 0.65% |
| 2007-11-19 | $0.1200 | 0.66% |
| 2007-12-18 | $0.1200 | 0.74% |
| 2008-01-18 | $0.1250 | 0.75% |
| 2008-02-19 | $0.1250 | 0.71% |
| 2008-03-18 | $0.1250 | 0.83% |
| 2008-04-18 | $0.1250 | 0.79% |
| 2008-05-19 | $0.1250 | 0.69% |
| 2008-06-18 | $0.1250 | 0.71% |
| 2008-07-21 | $0.1250 | 0.74% |
| 2008-08-19 | $0.1250 | 0.84% |
| 2008-09-18 | $0.1250 | 0.85% |
| 2008-10-21 | $0.1250 | 0.89% |
| 2008-11-17 | $0.1250 | 1.13% |
| 2008-12-18 | $0.1250 | 1.46% |
| 2009-01-20 | $0.1250 | 1.42% |
| 2009-02-17 | $0.1250 | 1.52% |
| 2009-03-19 | $0.1250 | 1.34% |
| 2009-04-20 | $0.1250 | 1.05% |
| 2009-05-18 | $0.1250 | 1.07% |
| 2009-06-18 | $0.1250 | 0.93% |
| 2009-07-21 | $0.1250 | 0.89% |
| 2009-08-19 | $0.1250 | 0.91% |
| 2009-09-18 | $0.1250 | 0.89% |
| 2009-10-20 | $0.1250 | 0.89% |
| 2009-11-17 | $0.1250 | 0.88% |
| 2009-12-18 | $0.1250 | 0.98% |
| 2010-01-19 | $0.1250 | 0.92% |
| 2010-02-16 | $0.1250 | 0.89% |
| 2010-03-19 | $0.1250 | 0.86% |
| 2010-04-20 | $0.1250 | 0.77% |
| 2010-05-18 | $0.1250 | 0.74% |
| 2010-06-18 | $0.1250 | 0.75% |
| 2010-07-20 | $0.1250 | 0.74% |
| 2010-08-19 | $0.1250 | 0.74% |
| 2010-09-20 | $0.1250 | 0.74% |
| 2010-10-19 | $0.1250 | 0.64% |
| 2010-11-17 | $0.1250 | 0.68% |
| 2010-12-21 | $0.1250 | 0.67% |
| 2011-01-19 | $0.1250 | 0.64% |
| 2011-02-16 | $0.1250 | 0.67% |
| 2011-03-17 | $0.1250 | 0.70% |
| 2011-04-19 | $0.1250 | 0.69% |
| 2011-05-18 | $0.1250 | 0.67% |
| 2011-06-16 | $0.1250 | 0.73% |
| 2011-07-20 | $0.1250 | 0.70% |
| 2011-08-17 | $0.1250 | 0.75% |
| 2011-09-20 | $0.1250 | 0.77% |
| 2011-10-19 | $0.1250 | 0.73% |
| 2011-11-15 | $0.1250 | 0.73% |
| 2011-12-19 | $0.1250 | 0.73% |
| 2012-01-19 | $0.1250 | 0.69% |
| 2012-02-16 | $0.1250 | 0.69% |
| 2012-03-20 | $0.1250 | 0.70% |
| 2012-04-18 | $0.1250 | 0.72% |
| 2012-05-16 | $0.1250 | 0.74% |
| 2012-06-18 | $0.1250 | 0.75% |
| 2012-07-18 | $0.1250 | 0.72% |
| 2012-08-20 | $0.1250 | 0.70% |
| 2012-09-17 | $0.1250 | 0.66% |
| 2012-10-18 | $0.1250 | 0.66% |
| 2012-11-15 | $0.1250 | 0.72% |
| 2012-12-17 | $0.1250 | 0.69% |
| 2013-01-16 | $0.1250 | 0.68% |
| 2013-02-13 | $0.1250 | 0.66% |
| 2013-03-13 | $0.1250 | 0.65% |
| 2013-04-18 | $0.1250 | 0.63% |
| 2013-05-16 | $0.1250 | 0.60% |
| 2013-06-17 | $0.1250 | 0.66% |
| 2013-07-17 | $0.1250 | 0.65% |
| 2013-08-19 | $0.1250 | 0.70% |
| 2013-09-16 | $0.1250 | 0.69% |
| 2013-10-18 | $0.1250 | 0.66% |
| 2013-11-12 | $0.1250 | 0.67% |
| 2013-12-12 | $0.1250 | 0.71% |
| 2014-01-17 | $0.1250 | 0.67% |
| 2014-02-14 | $0.1250 | 0.71% |
| 2014-03-13 | $0.1250 | 0.71% |
| 2014-04-16 | $0.1250 | 0.71% |
| 2014-05-16 | $0.1250 | 0.71% |
| 2014-06-17 | $0.1250 | 0.72% |
| 2014-07-23 | $0.1250 | 0.70% |
| 2014-08-18 | $0.1250 | 0.68% |
| 2014-09-17 | $0.1250 | 0.70% |
| 2014-10-20 | $0.1250 | 0.73% |
| 2014-11-13 | $0.1250 | 0.69% |
| 2014-12-17 | $0.1250 | 0.72% |
| 2015-01-21 | $0.1250 | 0.71% |
| 2015-02-13 | $0.1250 | 0.72% |
| 2015-03-18 | $0.1250 | 0.68% |
| 2015-04-22 | $0.1250 | 0.67% |
| 2015-05-15 | $0.1250 | 0.70% |
| 2015-06-17 | $0.1250 | 0.73% |
| 2015-07-22 | $0.1250 | 0.74% |
| 2015-08-18 | $0.1250 | 0.78% |
| 2015-09-17 | $0.1250 | 0.89% |
| 2015-10-22 | $0.1250 | 0.78% |
| 2015-11-13 | $0.1250 | 0.81% |
| 2015-12-16 | $0.1250 | 0.87% |
| 2016-01-20 | $0.1250 | 0.93% |
| 2016-02-16 | $0.1250 | 0.93% |
| 2016-03-17 | $0.1250 | 0.77% |
| 2016-04-20 | $0.1250 | 0.74% |
| 2016-05-17 | $0.1250 | 0.73% |
| 2016-06-15 | $0.1250 | 0.74% |
| 2016-07-20 | $0.1250 | 0.70% |
| 2016-08-18 | $0.1250 | 0.69% |
| 2016-09-19 | $0.1250 | 0.69% |
| 2016-10-19 | $0.1250 | 0.69% |
| 2016-11-15 | $0.1250 | 0.69% |
| 2016-12-16 | $0.1250 | 0.66% |
| 2017-01-18 | $0.1250 | 0.62% |
| 2017-02-14 | $0.1250 | 0.61% |
| 2017-03-20 | $0.1250 | 0.62% |
| 2017-04-19 | $0.1250 | 0.54% |
| 2017-05-17 | $0.1250 | 0.63% |
| 2017-06-19 | $0.1250 | 0.57% |
| 2017-07-19 | $0.1250 | 0.57% |
| 2017-08-17 | $0.1250 | 0.59% |
| 2017-09-19 | $0.1250 | 0.58% |
| 2017-10-19 | $0.1250 | 0.54% |
| 2017-11-17 | $0.1250 | 0.55% |
| 2017-12-18 | $0.1250 | 0.58% |
| 2018-01-19 | $0.1250 | 0.63% |
| 2018-02-15 | $0.1250 | 0.72% |
| 2018-03-19 | $0.1250 | 0.68% |
| 2018-04-19 | $0.1250 | 0.71% |
| 2018-05-21 | $0.1250 | 0.68% |
| 2018-06-19 | $0.1250 | 0.66% |
| 2018-07-19 | $0.1250 | 0.63% |
| 2018-08-20 | $0.1250 | 0.62% |
| 2018-09-18 | $0.1250 | 0.64% |
| 2018-10-18 | $0.1250 | 0.67% |
| 2018-11-19 | $0.1250 | 0.64% |
| 2018-12-19 | $0.1250 | 0.69% |
| 2019-01-17 | $0.1250 | 0.64% |
| 2019-02-19 | $0.1250 | 0.60% |
| 2019-03-19 | $0.1250 | 0.60% |
| 2019-04-18 | $0.1250 | 0.61% |
| 2019-05-21 | $0.1250 | 0.58% |
| 2019-06-18 | $0.1250 | 0.58% |
| 2019-07-19 | $0.1250 | 0.58% |
| 2019-08-19 | $0.1250 | 0.56% |
| 2019-09-16 | $0.1250 | 0.53% |
| 2019-10-21 | $0.1250 | 0.53% |
| 2019-11-18 | $0.1250 | 0.54% |
| 2019-12-18 | $0.1250 | 0.56% |
| 2020-01-23 | $0.1250 | 0.56% |
| 2020-02-18 | $0.1250 | 0.58% |
| 2020-03-19 | $0.1250 | 1.60% |
| 2020-04-23 | $0.1250 | 0.90% |
| 2020-05-18 | $0.1250 | 0.85% |
| 2020-06-18 | $0.1250 | 0.66% |
| 2020-07-23 | $0.1250 | 0.65% |
| 2020-08-21 | $0.1250 | 0.67% |
| 2020-09-22 | $0.1250 | 0.73% |
| 2020-10-22 | $0.1250 | 0.73% |
| 2020-11-19 | $0.1250 | 0.69% |
| 2020-12-22 | $0.1250 | 0.69% |
| 2021-01-21 | $0.1250 | 0.67% |
| 2021-02-16 | $0.1250 | 0.65% |
| 2021-03-17 | $0.1250 | 0.61% |
| 2021-04-22 | $0.1250 | 0.60% |
| 2021-05-18 | $0.1250 | 0.59% |
| 2021-06-17 | $0.1250 | 0.55% |
| 2021-07-22 | $0.1250 | 0.54% |
| 2021-08-20 | $0.1250 | 0.56% |
| 2021-09-21 | $0.1250 | 0.58% |
| 2021-10-21 | $0.1250 | 0.56% |
| 2021-11-18 | $0.1250 | 0.54% |
| 2021-12-22 | $0.1250 | 0.51% |
| 2022-01-20 | $0.1250 | 0.52% |
| 2022-02-17 | $0.1250 | 0.57% |
| 2022-03-22 | $0.1250 | 0.58% |
| 2022-04-21 | $0.1250 | 0.54% |
| 2022-05-19 | $0.1250 | 0.64% |
| 2022-06-21 | $0.1250 | 0.68% |
| 2022-07-21 | $0.1250 | 0.65% |
| 2022-08-22 | $0.1250 | 0.61% |
| 2022-09-21 | $0.1250 | 0.70% |
| 2022-10-20 | $0.1250 | 0.77% |
| 2022-11-17 | $0.1250 | 0.67% |
| 2022-12-19 | $0.1250 | 0.66% |
| 2023-01-19 | $0.1000 | 0.60% |
| 2023-02-16 | $0.1000 | 0.61% |
| 2023-03-16 | $0.1000 | 0.81% |
| 2023-04-20 | $0.1000 | 0.80% |
| 2023-05-22 | $0.1000 | 0.88% |
| 2023-06-20 | $0.1000 | 0.77% |
| 2023-07-20 | $0.1000 | 0.73% |
| 2023-08-22 | $0.1000 | 0.78% |
| 2023-09-20 | $0.1000 | 0.76% |
| 2023-10-19 | $0.1000 | 0.81% |
| 2023-11-17 | $0.1000 | 0.80% |
| 2023-12-15 | $0.1000 | 0.72% |
| 2024-01-22 | $0.1000 | 0.75% |
| 2024-02-20 | $0.1000 | 0.79% |
| 2024-03-20 | $0.1000 | 0.75% |
| 2024-04-18 | $0.1000 | 0.76% |
| 2024-05-16 | $0.1000 | 0.67% |
| 2024-06-18 | $0.1000 | 0.72% |
| 2024-07-22 | $0.1000 | 0.70% |
| 2024-08-21 | $0.1000 | 0.69% |
| 2024-09-20 | $0.1000 | 0.62% |
| 2024-10-22 | $0.1000 | 0.61% |
| 2024-11-20 | $0.1000 | 0.58% |
| 2024-12-20 | $0.1000 | 0.62% |
| 2025-01-24 | $0.1000 | 0.62% |
| 2025-02-19 | $0.1000 | 0.62% |
| 2025-03-19 | $0.1000 | 0.66% |
| 2025-04-21 | $0.1000 | 0.71% |
| 2025-05-21 | $0.1000 | 0.70% |
| 2025-06-20 | $0.1000 | 0.69% |
| 2025-07-21 | $0.1000 | 0.73% |
| 2025-08-20 | $0.1000 | 0.76% |
| 2025-09-22 | $0.1000 | 0.78% |
| 2025-10-24 | $0.1000 | 0.87% |
| 2025-11-17 | $0.1000 | 0.89% |
| 2025-12-22 | $0.1000 | 0.93% |
| 2026-01-23 | $0.1000 | 0.87% |
| 2026-02-18 | $0.1000 | 0.85% |
| 2026-03-23 | $0.1000 | 0.85% |
| Total | 260 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 |
|---|---|---|---|---|
| 2021-04-22 | $59.78 | $11.96 | $0.09 | 2.3135 |
| 2021-05-18 | $60.07 | $12.01 | $0.10 | 2.3035 |
| 2021-06-17 | $60.36 | $12.07 | $0.10 | 2.1342 |
| 2021-07-22 | $60.62 | $12.13 | $0.10 | 2.1201 |
| 2021-08-20 | $60.89 | $12.18 | $0.10 | 2.1683 |
| 2021-09-21 | $61.16 | $12.23 | $0.10 | 2.2871 |
| 2021-10-21 | $61.45 | $12.29 | $0.10 | 2.2411 |
| 2021-11-18 | $61.72 | $12.34 | $0.10 | 2.1615 |
| 2021-12-22 | $62.00 | $12.40 | $0.10 | 2.0311 |
| 2022-01-20 | $62.25 | $12.45 | $0.10 | 2.1487 |
| 2022-02-17 | $62.52 | $12.50 | $0.10 | 2.2928 |
| 2022-03-22 | $62.81 | $12.56 | $0.10 | 2.3344 |
| 2022-04-21 | $63.10 | $12.62 | $0.10 | 2.2300 |
| 2022-05-19 | $63.38 | $12.68 | $0.10 | 2.6758 |
| 2022-06-21 | $63.71 | $12.74 | $0.10 | 2.7887 |
| 2022-07-21 | $64.06 | $12.81 | $0.10 | 2.6819 |
| 2022-08-22 | $64.39 | $12.88 | $0.10 | 2.5758 |
| 2022-09-21 | $64.72 | $12.94 | $0.10 | 2.9849 |
| 2022-10-20 | $65.09 | $13.02 | $0.10 | 3.2358 |
| 2022-11-17 | $65.49 | $13.10 | $0.10 | 2.8605 |
| 2022-12-19 | $65.85 | $13.17 | $0.11 | 2.8358 |
| 2023-01-19 | $52.96 | $10.59 | $0.09 | 2.5832 |
| 2023-02-16 | $53.22 | $10.64 | $0.09 | 2.5974 |
| 2023-03-16 | $53.48 | $10.70 | $0.09 | 3.5407 |
| 2023-04-20 | $53.84 | $10.77 | $0.09 | 3.5377 |
| 2023-05-22 | $54.19 | $10.84 | $0.09 | 3.7655 |
| 2023-06-20 | $54.57 | $10.91 | $0.09 | 3.5219 |
| 2023-07-20 | $54.92 | $10.98 | $0.09 | 3.2241 |
| 2023-08-22 | $55.24 | $11.05 | $0.09 | 3.4350 |
| 2023-09-20 | $55.59 | $11.12 | $0.09 | 3.4217 |
| 2023-10-19 | $55.93 | $11.19 | $0.09 | 3.6842 |
| 2023-11-17 | $56.30 | $11.26 | $0.09 | 3.6453 |
| 2023-12-15 | $56.66 | $11.33 | $0.09 | 3.3190 |
| 2024-01-22 | $56.99 | $11.40 | $0.09 | 3.3957 |
| 2024-02-20 | $57.33 | $11.47 | $0.09 | 3.6914 |
| 2024-03-20 | $57.70 | $11.54 | $0.09 | 3.4150 |
| 2024-04-18 | $58.04 | $11.61 | $0.09 | 3.5757 |
| 2024-05-16 | $58.40 | $11.68 | $0.09 | 3.1251 |
| 2024-06-18 | $58.71 | $11.74 | $0.09 | 3.3293 |
| 2024-07-22 | $59.04 | $11.81 | $0.09 | 3.2669 |
| 2024-08-21 | $59.37 | $11.87 | $0.09 | 3.2534 |
| 2024-09-20 | $59.70 | $11.94 | $0.09 | 3.0185 |
| 2024-10-22 | $60.00 | $12.00 | $0.10 | 2.9389 |
| 2024-11-20 | $60.29 | $12.06 | $0.10 | 2.8654 |
| 2024-12-20 | $60.58 | $12.12 | $0.10 | 3.0154 |
| 2025-01-24 | $60.88 | $12.18 | $0.10 | 3.0304 |
| 2025-02-19 | $61.18 | $12.24 | $0.10 | 3.0417 |
| 2025-03-19 | $61.49 | $12.30 | $0.10 | 3.2948 |
| 2025-04-21 | $61.82 | $12.36 | $0.10 | 3.4979 |
| 2025-05-21 | $62.17 | $12.43 | $0.10 | 3.5811 |
| 2025-06-20 | $62.53 | $12.50 | $0.10 | 3.4715 |
| 2025-07-21 | $62.87 | $12.57 | $0.10 | 3.6667 |
| 2025-08-20 | $63.24 | $12.65 | $0.10 | 3.8601 |
| 2025-09-22 | $63.63 | $12.73 | $0.10 | 3.9718 |
| 2025-10-24 | $64.02 | $12.80 | $0.10 | 4.4526 |
| 2025-11-17 | $64.47 | $12.89 | $0.10 | 4.6665 |
| 2025-12-22 | $64.93 | $12.99 | $0.10 | 4.8725 |
| 2026-01-23 | $65.42 | $13.08 | $0.10 | 4.5778 |
| 2026-02-18 | $65.88 | $13.18 | $0.11 | 4.5978 |
| 2026-03-23 | $66.34 | $13.27 | $0.11 | 4.5660 |
| Total | $3629.33 | $725.87 | $5.81 | 189.7214 |
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.