Smurfit Westrock Plc (SW) Stock Total Returns
Growth of $10,000 chart
2021-04-21 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$9,365
Total Return
-6.35%
CAGR
-1.30%
Dividends
$1,455.42
Yield on Cost
14.55%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.37% |
| Median | +0.82% |
| Best | +37.86% |
| Worst | -30.53% |
| % of Windows Positive | 52.2% |
1-Year (252 Trading Days)
| Average | +0.99% |
| Median | -1.08% |
| Best | +76.73% |
| Worst | -51.01% |
| % of Windows Positive | 48.1% |
3-Year (756 Trading Days)
| Average | +14.61% |
| Median | +11.41% |
| Best | +76.14% |
| Worst | -22.74% |
| % of Windows Positive | 74.0% |
Risk Metrics
| Maximum Drawdown | -55.00% |
| Average Drawdown | -23.58% |
| Drawdown Duration | 820 Trading Days |
| Sortino Ratio | 0.30 |
| Calmar Ratio | -0.02 |
| CVaR (5%) | -7.23% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +7.35% (+26.29% ann.) | +$735.12 | $116.89 | $23.38 | $0.19 |
| 2025 | -26.62% | $2662.24 | $241.69 | $48.34 | $0.39 |
| 2024 | +36.35% | +$3634.60 | $463.95 | $92.79 | $0.74 |
| 2023 | +13.02% | +$1302.02 | $413.56 | $82.71 | $0.66 |
| 2022 | -28.60% | $2860.20 | $253.40 | $50.68 | $0.41 |
| 2021 | +16.73% | +$1673.34 | $294.54 | $58.91 | $0.47 |
| 2020 | +29.92% | +$2991.52 | $578.27 | $115.66 | $0.93 |
| 2019 | +49.23% | +$4922.65 | $427.56 | $85.51 | $0.69 |
| 2018 | -20.57% | $2057.32 | $0.00 | $0.00 | $0.00 |
| 2017 | +49.37% | +$4937.33 | $392.28 | $78.46 | $0.63 |
| 2016 | -9.11% | $911.03 | $308.69 | $61.74 | $0.49 |
| 2015 | +15.98% | +$1597.69 | $292.01 | $58.40 | $0.46 |
| 2014 | -8.07% | $807.44 | $248.15 | $49.63 | $0.40 |
| 2013 | +108.42% | +$10841.66 | $0.00 | $0.00 | $0.00 |
| 2012 | +101.68% | +$10168.08 | $0.00 | $0.00 | $0.00 |
| 2011 | -39.59% | $3959.39 | $0.00 | $0.00 | $0.00 |
| 2010 | +8.24% | +$824.17 | $0.00 | $0.00 | $0.00 |
| 2009 | +321.30% | +$32129.60 | $0.00 | $0.00 | $0.00 |
| 2008 partial | -73.50% (-91.47% ann.) | $7349.69 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| GFC / deleveraging / dollar shortage partial | June 17, 2008 – March 9, 2009 | -78.53% | -88.00% | $7852.76 | $0.00 | $0.00 | $0.00 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +314.29% | +52.36% | +$31428.58 | $0.00 | $0.00 | $0.00 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +477.02% | +26.06% | +$47702.22 | $5965.38 | $1193.07 | $9.54 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -42.18% | -99.81% | $4217.65 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +87.24% | +174.34% | +$8723.77 | $770.36 | $154.07 | $1.23 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +25.31% | +23.87% | +$2531.17 | $399.63 | $79.93 | $0.64 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -36.06% | -37.80% | $3605.57 | $258.84 | $51.77 | $0.41 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +37.85% | +18.91% | +$3784.93 | $871.00 | $174.20 | $1.39 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | -10.94% | -7.03% | $1093.79 | $433.54 | $86.71 | $0.69 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2014-04-09 | $0.4240 | 1.69% |
| 2014-10-01 | $0.1940 | 0.92% |
| 2015-04-09 | $0.4310 | 1.45% |
| 2015-10-01 | $0.2240 | 0.77% |
| 2016-04-14 | $0.5410 | 2.08% |
| 2016-09-29 | $0.2470 | 0.94% |
| 2017-04-20 | $0.6170 | 2.42% |
| 2017-09-28 | $0.2710 | 0.83% |
| 2019-04-11 | $0.8140 | 2.72% |
| 2019-09-26 | $0.3050 | 0.95% |
| 2020-04-16 | $0.8830 | 3.11% |
| 2020-08-13 | $0.9530 | 2.68% |
| 2020-11-19 | $0.3310 | 0.77% |
| 2021-04-08 | $1.0370 | 2.05% |
| 2021-09-23 | $0.3430 | 0.60% |
| 2022-04-07 | $1.0480 | 2.44% |
| 2022-09-29 | $0.3080 | 1.10% |
| 2023-04-13 | $1.1830 | 3.14% |
| 2023-09-28 | $0.3520 | 1.07% |
| 2024-04-11 | $1.2720 | 2.82% |
| 2024-08-15 | $0.3030 | 0.74% |
| 2024-11-15 | $0.3030 | 0.60% |
| 2025-02-14 | $0.4310 | 0.79% |
| 2025-05-16 | $0.4310 | 0.92% |
| 2025-08-15 | $0.4310 | 0.99% |
| 2026-02-17 | $0.4520 | 0.88% |
| Total | 26 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 |
|---|---|---|---|---|
| 2021-09-23 | $68.63 | $13.73 | $0.11 | 0.9662 |
| 2022-04-07 | $210.70 | $42.14 | $0.34 | 3.9185 |
| 2022-09-29 | $63.13 | $12.63 | $0.10 | 1.7173 |
| 2023-04-13 | $244.50 | $48.90 | $0.39 | 5.1836 |
| 2023-09-28 | $74.58 | $14.92 | $0.12 | 1.8076 |
| 2024-04-11 | $271.79 | $54.36 | $0.43 | 4.8072 |
| 2024-08-15 | $66.20 | $13.24 | $0.11 | 1.2366 |
| 2024-11-15 | $66.57 | $13.31 | $0.11 | 1.0289 |
| 2025-02-14 | $95.14 | $19.03 | $0.15 | 1.4159 |
| 2025-05-16 | $95.75 | $19.15 | $0.15 | 1.6391 |
| 2025-08-15 | $96.46 | $19.29 | $0.15 | 1.8040 |
| 2026-02-17 | $101.97 | $20.39 | $0.16 | 1.6020 |
| Total | $1455.42 | $291.08 | $2.33 | 27.1269 |
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.