Otis Worldwide Corporation (OTIS) Stock Total Returns
Growth of $10,000 chart
2021-04-21 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$11,805
Total Return
18.05%
CAGR
3.38%
Dividends
$975.04
Yield on Cost
9.75%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.33% |
| Median | +0.76% |
| Best | +21.29% |
| Worst | -17.67% |
| % of Windows Positive | 55.8% |
1-Year (252 Trading Days)
| Average | +4.40% |
| Median | +5.80% |
| Best | +36.72% |
| Worst | -24.94% |
| % of Windows Positive | 60.2% |
3-Year (756 Trading Days)
| Average | +23.56% |
| Median | +23.54% |
| Best | +52.44% |
| Worst | -2.53% |
| % of Windows Positive | 98.0% |
Risk Metrics
| Maximum Drawdown | -30.18% |
| Average Drawdown | -9.71% |
| Drawdown Duration | 478 Trading Days |
| Sortino Ratio | 0.35 |
| Calmar Ratio | 0.11 |
| CVaR (5%) | -3.25% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -9.37% (-27.66% ann.) | $937.10 | $48.08 | $9.61 | $0.08 |
| 2025 | -4.33% | $433.11 | $179.09 | $35.82 | $0.29 |
| 2024 | +4.83% | +$482.94 | $169.59 | $33.92 | $0.27 |
| 2023 | +15.68% | +$1568.03 | $168.07 | $33.61 | $0.26 |
| 2022 | -9.02% | $901.51 | $128.04 | $25.60 | $0.20 |
| 2021 | +30.11% | +$3010.53 | $136.71 | $27.35 | $0.23 |
| 2020 partial | +50.48% (+68.22% ann.) | +$5048.20 | $132.98 | $26.60 | $0.21 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Pandemic shock / liquidity crash partial | March 19, 2020 – March 23, 2020 | -11.60% | -100.00% | $1160.22 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +59.84% | +112.69% | +$5984.21 | $100.15 | $20.03 | $0.16 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +33.18% | +31.23% | +$3317.65 | $177.28 | $35.46 | $0.29 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -8.91% | -9.44% | $891.17 | $102.29 | $20.46 | $0.16 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +30.31% | +15.36% | +$3031.48 | $363.90 | $72.78 | $0.58 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | -14.30% | -9.26% | $1430.08 | $263.97 | $52.79 | $0.43 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2020-05-21 | $0.2000 | 0.38% |
| 2020-08-20 | $0.2000 | 0.32% |
| 2020-11-19 | $0.2000 | 0.30% |
| 2021-02-11 | $0.2000 | 0.31% |
| 2021-05-20 | $0.2400 | 0.31% |
| 2021-08-19 | $0.2400 | 0.27% |
| 2021-11-18 | $0.2400 | 0.28% |
| 2022-02-17 | $0.2400 | 0.30% |
| 2022-05-19 | $0.2900 | 0.40% |
| 2022-08-18 | $0.2900 | 0.36% |
| 2022-11-17 | $0.2900 | 0.37% |
| 2023-02-16 | $0.2900 | 0.34% |
| 2023-05-18 | $0.3400 | 0.41% |
| 2023-08-17 | $0.3400 | 0.40% |
| 2023-11-16 | $0.3400 | 0.41% |
| 2024-02-15 | $0.3400 | 0.37% |
| 2024-05-16 | $0.3900 | 0.40% |
| 2024-08-16 | $0.3900 | 0.42% |
| 2024-11-15 | $0.3900 | 0.39% |
| 2025-02-14 | $0.3900 | 0.40% |
| 2025-05-16 | $0.4200 | 0.43% |
| 2025-08-15 | $0.4200 | 0.48% |
| 2025-11-14 | $0.4200 | 0.46% |
| 2026-02-13 | $0.4200 | 0.46% |
| Total | 24 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 |
|---|---|---|---|---|
| 2021-05-20 | $33.78 | $6.76 | $0.06 | 0.3487 |
| 2021-08-19 | $33.87 | $6.78 | $0.06 | 0.2998 |
| 2021-11-18 | $33.94 | $6.79 | $0.06 | 0.3142 |
| 2022-02-17 | $34.02 | $6.80 | $0.06 | 0.3563 |
| 2022-05-19 | $41.20 | $8.24 | $0.06 | 0.4532 |
| 2022-08-18 | $41.33 | $8.27 | $0.06 | 0.4104 |
| 2022-11-17 | $41.45 | $8.29 | $0.07 | 0.4279 |
| 2023-02-16 | $41.58 | $8.31 | $0.07 | 0.3971 |
| 2023-05-18 | $48.89 | $9.78 | $0.08 | 0.4619 |
| 2023-08-17 | $49.04 | $9.81 | $0.08 | 0.4666 |
| 2023-11-16 | $49.20 | $9.84 | $0.08 | 0.4681 |
| 2024-02-15 | $49.36 | $9.87 | $0.08 | 0.4273 |
| 2024-05-16 | $56.78 | $11.36 | $0.09 | 0.4695 |
| 2024-08-16 | $56.97 | $11.40 | $0.09 | 0.4937 |
| 2024-11-15 | $57.16 | $11.43 | $0.09 | 0.4605 |
| 2025-02-14 | $57.34 | $11.47 | $0.09 | 0.4732 |
| 2025-05-16 | $61.95 | $12.39 | $0.10 | 0.5001 |
| 2025-08-15 | $62.16 | $12.43 | $0.10 | 0.5676 |
| 2025-11-14 | $62.39 | $12.48 | $0.10 | 0.5612 |
| 2026-02-13 | $62.63 | $12.52 | $0.10 | 0.5567 |
| Total | $975.04 | $195.00 | $1.57 | 8.9140 |
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.