Willis Lease Finance Corporation (WLFC) Stock Total Returns
Growth of $10,000 chart
2021-04-21 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$45,518
Total Return
355.18%
CAGR
35.41%
Dividends
$715.15
Yield on Cost
7.15%
Rolling Returns
1-Month (21 Trading Days)
| Average | +3.41% |
| Median | +0.74% |
| Best | +59.73% |
| Worst | -29.55% |
| % of Windows Positive | 52.8% |
1-Year (252 Trading Days)
| Average | +68.10% |
| Median | +18.48% |
| Best | +432.73% |
| Worst | -47.77% |
| % of Windows Positive | 65.9% |
3-Year (756 Trading Days)
| Average | +270.98% |
| Median | +277.12% |
| Best | +533.02% |
| Worst | +11.24% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -49.97% |
| Average Drawdown | -20.88% |
| Drawdown Duration | 361 Trading Days (Unrecovered) |
| Sortino Ratio | 1.43 |
| Calmar Ratio | 0.71 |
| CVaR (5%) | -5.72% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +41.71% (+214.91% ann.) | +$4170.91 | $29.49 | $5.90 | $0.05 |
| 2025 | -34.24% | $3423.88 | $55.52 | $11.10 | $0.09 |
| 2024 | +331.09% | +$33108.94 | $308.22 | $61.64 | $0.49 |
| 2023 | -17.17% | $1716.66 | $0.00 | $0.00 | $0.00 |
| 2022 | +56.73% | +$5673.30 | $0.00 | $0.00 | $0.00 |
| 2021 | +23.60% | +$2360.48 | $0.00 | $0.00 | $0.00 |
| 2020 | -48.29% | $4829.40 | $0.00 | $0.00 | $0.00 |
| 2019 | +70.26% | +$7026.01 | $0.00 | $0.00 | $0.00 |
| 2018 | +38.57% | +$3856.63 | $0.00 | $0.00 | $0.00 |
| 2017 | -2.38% | $238.47 | $0.00 | $0.00 | $0.00 |
| 2016 | +27.26% | +$2726.37 | $0.00 | $0.00 | $0.00 |
| 2015 | -8.22% | $821.92 | $0.00 | $0.00 | $0.00 |
| 2014 | +26.15% | +$2615.20 | $0.00 | $0.00 | $0.00 |
| 2013 | +21.31% | +$2131.38 | $0.00 | $0.00 | $0.00 |
| 2012 | +19.75% | +$1974.89 | $0.00 | $0.00 | $0.00 |
| 2011 | -8.29% | $828.86 | $0.00 | $0.00 | $0.00 |
| 2010 | -13.13% | $1313.33 | $0.00 | $0.00 | $0.00 |
| 2009 | +61.81% | +$6181.22 | $0.00 | $0.00 | $0.00 |
| 2008 | -26.08% | $2607.65 | $0.00 | $0.00 | $0.00 |
| 2007 | +21.51% | +$2151.16 | $0.00 | $0.00 | $0.00 |
| 2006 | +26.63% | +$2662.59 | $0.00 | $0.00 | $0.00 |
| 2005 | +4.49% | +$448.71 | $0.00 | $0.00 | $0.00 |
| 2004 | +6.12% | +$612.25 | $0.00 | $0.00 | $0.00 |
| 2003 | +45.54% | +$4554.46 | $0.00 | $0.00 | $0.00 |
| 2002 | +8.84% | +$883.62 | $0.00 | $0.00 | $0.00 |
| 2001 | -53.60% | $5360.00 | $0.00 | $0.00 | $0.00 |
| 2000 | +55.34% | +$5533.97 | $0.00 | $0.00 | $0.00 |
| 1999 | -59.13% | $5912.70 | $0.00 | $0.00 | $0.00 |
| 1998 | -10.00% | $1000.00 | $0.00 | $0.00 | $0.00 |
| 1997 | +35.92% | +$3592.23 | $0.00 | $0.00 | $0.00 |
| 1996 partial | +49.28% (+308.37% ann.) | +$4927.54 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania partial | September 18, 1996 – March 10, 2000 | -24.64% | -7.82% | $2463.77 | $0.00 | $0.00 | $0.00 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | -50.00% | -23.61% | $4999.99 | $0.00 | $0.00 | $0.00 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +374.32% | +36.55% | +$37432.04 | $0.00 | $0.00 | $0.00 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -51.80% | -40.34% | $5179.81 | $0.00 | $0.00 | $0.00 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +68.62% | +16.74% | +$6862.48 | $0.00 | $0.00 | $0.00 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +374.07% | +22.83% | +$37406.82 | $0.00 | $0.00 | $0.00 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -72.85% | -100.00% | $7285.11 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +10.83% | +17.99% | +$1082.58 | $0.00 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +37.47% | +35.24% | +$3746.63 | $0.00 | $0.00 | $0.00 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +12.12% | +12.91% | +$1211.68 | $0.00 | $0.00 | $0.00 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +201.21% | +81.28% | +$20121.27 | $308.02 | $61.60 | $0.49 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | +57.10% | +32.90% | +$5709.51 | $146.57 | $29.32 | $0.23 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2024-05-30 | $1.0000 | 1.53% |
| 2024-08-12 | $0.2500 | 0.27% |
| 2024-11-12 | $0.2500 | 0.12% |
| 2025-02-12 | $0.2500 | 0.13% |
| 2025-05-12 | $0.2500 | 0.18% |
| 2025-08-12 | $0.2500 | 0.17% |
| 2025-11-17 | $0.4000 | 0.31% |
| 2026-02-11 | $0.4000 | 0.20% |
| Total | 8 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 |
|---|---|---|---|---|
| 2024-05-30 | $231.80 | $46.36 | $0.37 | 2.7969 |
| 2024-08-12 | $58.65 | $11.73 | $0.09 | 0.5097 |
| 2024-11-12 | $58.78 | $11.76 | $0.09 | 0.2299 |
| 2025-02-12 | $58.84 | $11.77 | $0.09 | 0.2424 |
| 2025-05-12 | $58.90 | $11.78 | $0.09 | 0.3324 |
| 2025-08-12 | $58.98 | $11.80 | $0.09 | 0.2940 |
| 2025-11-17 | $94.48 | $18.90 | $0.15 | 0.6014 |
| 2026-02-11 | $94.72 | $18.95 | $0.15 | 0.3753 |
| Total | $715.15 | $143.03 | $1.15 | 5.3820 |
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.