Carlyle Group (CG) Total Return Calculator
$10,000 since May 2012, with and without reinvesting · data through Oct 2026
$10,000 invested in Carlyle Group (CG) ten years ago, at the end of Oct 2016, was worth $39,822 at the end of Oct 2026 with every dividend reinvested: 14.8% a year, against $41,633 in the S&P 500. Since May 2012, $10,000 became $40,261 reinvested (10.1% a year), or $28,949 taking the dividends as cash, $9,924 of it paid out along the way.
CG became
$40,261
S&P 500: $73,858
Return a year
10.1%
S&P 500: 14.9%
Payouts reinvested
$15,242
bought more shares
Worst drop
-56.0%
S&P 500: -23.9%
$10,000, May 2012 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | CG total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | −30.6% | $1,019 | +11.7% |
| 2025 | +20.2% | $1,354 | +17.7% |
| 2024 | +28.1% | $1,347 | +24.9% |
| 2023 | +42.6% | $1,304 | +26.2% |
| 2022 | −43.8% | $1,078 | −18.2% |
| 2021 | +78.5% | $833 | +28.7% |
| 2020 | +1.6% | $837 | +18.3% |
| 2019 | +116.7% | $1,075 | +31.2% |
| 2018 | −27.2% | $884 | −4.6% |
| 2017 | +59.8% | $861 | +21.7% |
| 2016 | +9.0% | $1,113 | +12.0% |
| 2015 | −34.9% | $1,797 | +1.2% |
| 2014 | −18.5% | $963 | +13.5% |
| 2013 | +42.7% | $651 | +32.3% |
| 2012 (part) | +24.5% | $128 | +10.3% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: CG total return
Data as of · Source: SmarterDividends data
- $10,000 invested in Carlyle Group (CG) at the end of May 2012, with dividends reinvested, was worth $40,261 at the end of Oct 2026: 10.1% a year, against $73,858 (14.9% a year) in the S&P 500.
- Over the 10 years to Oct 2026, CG turned $10,000 into $39,822 with dividends reinvested, 14.8% a year.
- Over the 5 years to Oct 2026, CG returned -3.4% a year with dividends reinvested (S&P 500: 12.0%).
- Taking CG's dividends as cash instead of reinvesting them, the same $10,000 ended at $28,949, including $9,924 of cash received; reinvesting added $11,312.
- CG's best calendar year in that time was 2019 (116.7%) and its worst 2022 (-43.8%), with dividends reinvested.
Cite this page
SmarterDividends, "Carlyle Group (CG) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/CG/total-return
CG total return questions
If I invested $10,000 in CG 10 years ago, how much would I have?
About $39,822 at the end of Oct 2026, with every dividend reinvested: 14.8% a year. Taking them as cash, you'd have shares worth $25,923 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is CG's total return since May 2012?
303% in total, or 10.1% a year, through Oct 2026 with dividends reinvested. The share price alone rose 90%.
How much of CG's return came from dividends?
About 55% of its yearly return since May 2012. Reinvesting them, rather than taking cash, left you $11,312 better off on a $10,000 start.
What was CG's worst year?
2022, at -43.8% with dividends reinvested (S&P 500: -18.2%). Its deepest fall from a peak, on month-end values, was -56.0%.
How is total return calculated here?
From month-end prices: the adjusted price counts every dividend reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.