Wintrust Financial Corporation (WTFC) Stock Total Returns

Growth of $10,000 chart

2021-04-21 to 2026-04-21
to
$
%
%
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Investment Performance

Final Value
$21,284
Total Return
112.84%
CAGR
16.31%
Dividends
$1,130.91
Yield on Cost
11.31%

Rolling Returns

1-Month (21 Trading Days)
Average+1.49%
Median+1.35%
Best+25.43%
Worst-23.99%
% of Windows Positive55.3%
1-Year (252 Trading Days)
Average+15.60%
Median+14.97%
Best+75.01%
Worst-29.87%
% of Windows Positive72.7%
3-Year (756 Trading Days)
Average+51.13%
Median+49.36%
Best+118.85%
Worst+4.35%
% of Windows Positive100.0%

Risk Metrics

Maximum Drawdown -41.01%
Average Drawdown -11.64%
Drawdown Duration 534 Trading Days
Sortino Ratio 0.93
Calmar Ratio 0.40
CVaR (5%) -4.55%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +7.77% (+27.90% ann.) +$776.55 $39.34 $7.87 $0.06
2025 +13.56% +$1355.89 $161.14 $32.23 $0.26
2024 +36.35% +$3634.82 $195.17 $39.03 $0.31
2023 +11.55% +$1155.08 $190.46 $38.09 $0.30
2022 -5.82% $582.23 $150.41 $30.08 $0.24
2021 +50.61% +$5060.64 $204.03 $40.81 $0.33
2020 -12.19% $1218.64 $159.07 $31.82 $0.25
2019 +7.86% +$785.69 $151.03 $30.20 $0.24
2018 -18.70% $1870.43 $92.51 $18.50 $0.15
2017 +14.19% +$1419.01 $77.34 $15.47 $0.13
2016 +50.74% +$5074.21 $99.24 $19.85 $0.16
2015 +4.49% +$449.44 $94.36 $18.87 $0.15
2014 +2.12% +$211.50 $86.97 $17.39 $0.14
2013 +26.13% +$2612.87 $49.09 $9.82 $0.08
2012 +31.39% +$3138.92 $64.24 $12.85 $0.10
2011 -14.68% $1468.45 $54.55 $10.91 $0.09
2010 +7.77% +$777.20 $58.53 $11.70 $0.10
2009 +51.75% +$5175.34 $131.75 $26.35 $0.21
2008 -37.26% $3726.12 $108.88 $21.78 $0.18
2007 -30.60% $3059.77 $66.73 $13.35 $0.11
2006 -12.14% $1214.23 $51.06 $10.21 $0.08
2005 -3.27% $326.68 $42.17 $8.43 $0.07
2004 +26.71% +$2670.81 $44.38 $8.88 $0.07
2003 +44.57% +$4457.16 $51.14 $10.23 $0.08
2002 +54.27% +$5427.21 $58.95 $11.79 $0.09
2001 +92.72% +$9271.70 $87.98 $17.60 $0.14
2000 +4.89% +$488.59 $49.22 $9.84 $0.07
1999 -22.29% $2229.30 $0.00 $0.00 $0.00
1998 partial +9.03% (+12.96% ann.) +$902.78 $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 April 16, 1998 – March 10, 2000 -14.48% -7.90% $1447.55 $13.89 $2.78 $0.02
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 +159.21% +44.79% +$15920.98 $248.03 $49.61 $0.38
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +77.39% +12.15% +$7738.69 $466.63 $93.33 $0.75
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -77.02% -64.69% $7701.97 $120.72 $24.14 $0.19
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +208.32% +39.59% +$20832.30 $451.97 $90.40 $0.74
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +85.08% +8.47% +$8507.52 $1172.06 $234.41 $1.88
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -54.50% -99.99% $5450.08 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +53.68% +99.65% +$5367.76 $179.19 $35.84 $0.29
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +74.24% +69.35% +$7424.11 $288.99 $57.80 $0.46
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 +8.31% +8.84% +$830.79 $156.06 $31.21 $0.25
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +16.90% +8.79% +$1689.58 $314.35 $62.87 $0.50
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 21, 2026 +41.95% +24.68% +$4194.77 $280.46 $56.09 $0.45

Dividend History

Annual Dividends Per Share
TTM Yield
Consecutive Years Paid
current
Consecutive Years of Growth
current

Date Per Share Yield %
2000-02-08 $0.0167 0.16%
2000-08-08 $0.0333 0.29%
2001-02-06 $0.0467 0.37%
2001-08-07 $0.0467 0.22%
2002-02-01 $0.0600 0.30%
2002-08-02 $0.0600 0.18%
2003-02-04 $0.0800 0.27%
2003-08-01 $0.0800 0.23%
2004-02-03 $0.1000 0.21%
2004-08-06 $0.1000 0.19%
2005-02-04 $0.1200 0.22%
2005-08-05 $0.1200 0.23%
2006-02-07 $0.1400 0.26%
2006-08-08 $0.1400 0.29%
2007-02-06 $0.1600 0.34%
2007-08-07 $0.1600 0.40%
2008-02-05 $0.1800 0.49%
2008-08-05 $0.1800 0.85%
2009-02-10 $0.1800 1.22%
2009-08-11 $0.0900 0.32%
2010-02-09 $0.0900 0.29%
2010-08-10 $0.0900 0.29%
2011-02-08 $0.0900 0.27%
2011-08-09 $0.0900 0.31%
2012-02-07 $0.0900 0.28%
2012-08-07 $0.0900 0.25%
2013-02-05 $0.0900 0.24%
2013-08-06 $0.0900 0.22%
2014-02-04 $0.1000 0.24%
2014-05-06 $0.1000 0.22%
2014-08-05 $0.1000 0.22%
2014-11-04 $0.1000 0.22%
2015-02-03 $0.1100 0.25%
2015-05-05 $0.1100 0.22%
2015-08-04 $0.1100 0.20%
2015-11-09 $0.1100 0.21%
2016-02-09 $0.1200 0.30%
2016-05-10 $0.1200 0.24%
2016-08-09 $0.1200 0.22%
2016-11-08 $0.1200 0.22%
2017-02-07 $0.1400 0.19%
2017-05-09 $0.1400 0.19%
2017-08-08 $0.1400 0.19%
2017-11-08 $0.1400 0.18%
2018-02-07 $0.1900 0.23%
2018-05-09 $0.1900 0.20%
2018-08-08 $0.1900 0.21%
2018-11-07 $0.1900 0.24%
2019-02-06 $0.2500 0.35%
2019-05-08 $0.2500 0.33%
2019-08-07 $0.2500 0.38%
2019-11-06 $0.2500 0.37%
2020-02-05 $0.2800 0.43%
2020-05-06 $0.2800 0.73%
2020-08-05 $0.2800 0.67%
2020-11-10 $0.2800 0.53%
2021-02-10 $0.3100 0.46%
2021-05-05 $0.3100 0.39%
2021-08-04 $0.3100 0.43%
2021-11-09 $0.3100 0.34%
2022-02-09 $0.3400 0.32%
2022-05-11 $0.3400 0.40%
2022-08-10 $0.3400 0.40%
2022-11-09 $0.3400 0.36%
2023-02-08 $0.4000 0.42%
2023-05-10 $0.4000 0.64%
2023-08-09 $0.4000 0.48%
2023-11-08 $0.4000 0.50%
2024-02-07 $0.4500 0.49%
2024-05-08 $0.4500 0.45%
2024-08-08 $0.4500 0.47%
2024-11-07 $0.4500 0.34%
2025-02-06 $0.5000 0.39%
2025-05-08 $0.5000 0.44%
2025-08-07 $0.5000 0.40%
2025-11-06 $0.5000 0.39%
2026-02-05 $0.5500 0.35%
Total 77 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
2021-05-05 $41.06 $8.21 $0.07 0.4169
2021-08-04 $41.19 $8.24 $0.07 0.4671
2021-11-09 $41.33 $8.27 $0.07 0.3585
2022-02-09 $45.46 $9.09 $0.07 0.3544
2022-05-11 $45.58 $9.12 $0.07 0.4341
2022-08-10 $45.72 $9.14 $0.07 0.4216
2022-11-09 $45.87 $9.17 $0.07 0.3909
2023-02-08 $54.12 $10.82 $0.09 0.4577
2023-05-10 $54.30 $10.86 $0.09 0.6980
2023-08-09 $54.58 $10.92 $0.09 0.5266
2023-11-08 $54.79 $10.96 $0.09 0.5534
2024-02-07 $61.89 $12.38 $0.10 0.5405
2024-05-08 $62.13 $12.43 $0.10 0.4924
2024-08-08 $62.35 $12.47 $0.10 0.5073
2024-11-07 $62.58 $12.52 $0.10 0.3930
2025-02-06 $69.73 $13.95 $0.11 0.4244
2025-05-08 $69.94 $13.99 $0.11 0.4772
2025-08-07 $70.18 $14.04 $0.11 0.4563
2025-11-06 $70.41 $14.08 $0.11 0.4369
2026-02-05 $77.69 $15.54 $0.12 0.3927
Total $1130.91 $226.18 $1.81 9.1997

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.

AOS

CAGR 12.04% Total 12519.27% Final $1,261,927
1983-09-30 — 2026-04-21
GLUE

CAGR -0.29% Total -1.37% Final $9,863
2021-06-24 — 2026-04-21
PRME

CAGR -32.86% Total -75.21% Final $2,479
2022-10-20 — 2026-04-21