Worthington Steel, Inc. (WS) Stock Total Returns
Growth of $10,000 chart
2023-11-28 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$14,814
Total Return
48.14%
CAGR
17.83%
Dividends
$585.58
Yield on Cost
5.86%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.75% |
| Median | +1.76% |
| Best | +39.59% |
| Worst | -35.03% |
| % of Windows Positive | 54.7% |
1-Year (252 Trading Days)
| Average | +4.17% |
| Median | -4.53% |
| Best | +103.90% |
| Worst | -36.00% |
| % of Windows Positive | 39.9% |
3-Year (756 Trading Days)
Risk Metrics
| Maximum Drawdown | -51.08% |
| Average Drawdown | -22.22% |
| Drawdown Duration | 307 Trading Days |
| Sortino Ratio | 0.84 |
| Calmar Ratio | 0.35 |
| CVaR (5%) | -7.92% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +3.53% (+12.08% ann.) | +$352.73 | $46.22 | $9.25 | $0.08 |
| 2025 | +10.70% | +$1070.36 | $202.57 | $40.52 | $0.32 |
| 2024 | +15.00% | +$1499.57 | $229.20 | $45.84 | $0.36 |
| 2023 partial | +12.40% (+296.41% ann.) | +$1240.00 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Disinflation rebound / AI-led narrow bull / higher-for-longer partial | November 28, 2023 – September 17, 2024 | +36.96% | +47.81% | +$3696.40 | $192.82 | $38.56 | $0.30 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | +6.33% | +3.94% | +$633.43 | $281.93 | $56.39 | $0.45 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2024-03-13 | $0.1600 | 0.52% |
| 2024-06-14 | $0.1600 | 0.52% |
| 2024-09-13 | $0.1600 | 0.50% |
| 2024-12-13 | $0.1600 | 0.37% |
| 2025-03-14 | $0.1600 | 0.62% |
| 2025-06-13 | $0.1600 | 0.63% |
| 2025-09-12 | $0.1600 | 0.48% |
| 2025-12-12 | $0.1600 | 0.44% |
| 2026-03-13 | $0.1600 | 0.49% |
| Total | 9 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2023-11-28 to 2026-04-21. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2024-03-13 | $64.00 | $12.80 | $0.10 | 1.6808 |
| 2024-06-14 | $64.27 | $12.85 | $0.10 | 1.7277 |
| 2024-09-13 | $64.55 | $12.91 | $0.10 | 1.5707 |
| 2024-12-13 | $64.80 | $12.96 | $0.10 | 1.2282 |
| 2025-03-14 | $64.99 | $13.00 | $0.10 | 1.9486 |
| 2025-06-13 | $65.30 | $13.06 | $0.10 | 2.1195 |
| 2025-09-12 | $65.64 | $13.13 | $0.11 | 1.5725 |
| 2025-12-12 | $65.90 | $13.18 | $0.11 | 1.4684 |
| 2026-03-13 | $66.13 | $13.23 | $0.11 | 1.6341 |
| Total | $585.58 | $117.12 | $0.93 | 14.9504 |
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.