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The Carlyle Group Inc. (CG) Total Return Calculator with Dividends Reinvested

The Carlyle Group Inc.

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The total return for The Carlyle Group Inc. (CG) stock is +30.10% over the past 12 months. So far it's down 15.15% this year. The 5-year total return is +30.92%, meaning $10,000 invested in CG stock 5 years ago would be worth $13,092 today. Total return includes price appreciation plus reinvesting any dividends paid out.

If you invested $10,000 in CG 1 year ago, it would be worth $13,168 today — you'd have gained $3,168 with dividends reinvested.

With Dividends Reinvested$13,168+31.68%

Price Only (No DRIP)$12,832+28.32%

Dividend Boost+$3364 payments · +3.36% extra

Period2025-05-06 → 2026-05-05

Price

Total Return (DRIP)

Dividends

S&P 500

If You Invested $10,000 in CG

1Y$13,010+$3,010 (+30.1%)30.1% CAGR

3Y$20,783+$10,783 (+107.8%)27.6% CAGR

5Y$13,092+$3,092 (+30.9%)5.5% CAGR

10Y$39,575+$29,575 (+295.8%)14.7% CAGR

15Y$32,395+$22,395 (+223.9%)8.2% CAGR

20Y$32,395+$22,395 (+223.9%)6.1% CAGR

30Y$32,394+$22,394 (+223.9%)4.0% CAGR

Dividend Reinvestment History (4)▲ Hide

Ex-Date	Dividend	Reinvest Price	Shares Added
2025-05-19	$0.35	$47.90	+0.007307
2025-08-18	$0.35	$63.45	+0.005556
2025-11-10	$0.35	$52.50	+0.006752
2026-02-13	$0.35	$54.49	+0.006549

Loading CG total return...

As of 2026-05-06

Returns at a Glance

Period	Total Return	CAGR	Price Only	Div. Contrib.	$10K →
YTD	-15.15%	—	-15.72%	+0.58 pp	$8,485
1Y	+30.10%	30.10%	+26.64%	+3.46 pp	$13,010
3Y	+107.83%	27.61%	+92.10%	+15.73 pp	$20,783
5Y	+30.92%	5.54%	+16.20%	+14.73 pp	$13,092
10Y	+295.75%	14.75%	+215.83%	+79.93 pp	$39,575
15Y	+223.95%	8.15%	+132.61%	+91.34 pp	$32,395
20Y	+223.95%	6.05%	+132.61%	+91.34 pp	$32,395
30Y	+223.94%	4.00%	+132.61%	+91.34 pp	$32,394

Risk & Highlights

Best Year+108.74%2019

Worst Year-42.70%2022

Max Drawdown-34.66%2025-09-18 → 2026-03-12

Annual Returns

Year	Total Return	Price Return	Div.	S&P 500	vs S&P
2026YTD	-14.00%	-14.57%	+0.6pp	+0.41%	-14.4pp
2025	+19.28%	+16.52%	+2.8pp	+16.64%	+2.6pp
2024	+29.76%	+26.26%	+3.5pp	+24.00%	+5.8pp
2023	+40.26%	+35.68%	+4.6pp	+24.81%	+15.5pp
2022	-42.70%	-44.95%	+2.3pp	-19.95%	-22.7pp

CG outperformed the S&P 500 by 1.66pp over the past year (+30.10% vs +28.44%).

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CG Peers' Total Return

Accurate peer set · 10 comparable names

Name	Mkt Cap	30D Rtn	YTD Total Rtn	1Y Total Rtn	Div Contrib	3Y Total Rtn	5Y Total Rtn	10Y Total Rtn
CGThe Carlyle Group Inc.	$18.5B	+9.4%	-15.1%	+30.1%	+3.5pp	+107.8%	+30.9%	+295.8%
BXBlackstone Inc.	$96.2B	+9.3%	-21.1%	-6.2%	+3.7pp	+64.4%	+63.0%	+478.0%
KKRKKR & Co. Inc.	$90.9B	+12.0%	-20.7%	-10.5%	+0.6pp	+102.1%	+81.2%	+720.7%
APOApollo Global Management, Inc.	$74.0B	+22.8%	-10.8%	-1.2%	+1.5pp	+124.5%	+146.1%	+796.0%
ARESAres Management Corporation	$40.4B	+19.6%	-25.3%	-20.6%	+2.9pp	+64.5%	+165.5%	+934.1%
TPGTPG Inc.	$17.5B	+20.2%	-29.7%	+1.1%	+4.4pp	+91.4%	+53.9%	+53.9%
BAMBrookfield Asset Management Ltd.	$81.3B	+9.5%	-8.5%	-6.8%	+3.4pp	+64.3%	+67.1%	+67.1%
BNBrookfield Corporation	$102.9B	+12.5%	-1.5%	+26.5%	+0.7pp	+122.4%	+90.7%	+300.6%
OWLBlue Owl Capital Inc.	$16.8B	+27.2%	-28.3%	-36.9%	+4.9pp	+25.5%	+36.5%	+33.5%
EQTEQT Corporation	$36.7B	-2.8%	+10.1%	+10.9%	+1.2pp	+87.4%	+203.8%	+62.9%
HLNEHamilton Lane Incorporated	$4.4B	-3.1%	-32.0%	-41.0%	+1.3pp	+46.1%	+11.5%	+483.9%

Compare:CG vs BX CG vs KKR CG vs APO CG vs BX vs KKR

About CG Dividend Returns

The Carlyle Group Inc. (CG) is a dividend-paying stock. When dividends are reinvested through a DRIP (Dividend Reinvestment Plan), they purchase additional shares, which then generate their own dividends—creating a compounding effect that can significantly boost long-term returns.

How We Calculate Total Return

Our total return calculator simulates dividend reinvestment (DRIP) by assuming each dividend payment is used to purchase additional shares at the closing price on the ex-dividend date. This methodology provides an accurate representation of how a dividend reinvestment plan would perform.

Frequently Asked Questions

Q1What is the total return of CG over the past year?

The Carlyle Group Inc. (CG) delivered a total return of 30.10% over the past year when dividends are reinvested. The price-only return was 26.64%, meaning dividends contributed an additional 3.46 percentage points to total returns.

Q2How much would $10,000 invested in CG be worth today?

A $10,000 investment in The Carlyle Group Inc. one year ago would be worth $13,010 today with dividends reinvested (DRIP). Without reinvesting dividends, the same investment would be worth $12,664. Dividend reinvestment added $346 to the portfolio value.

Q3Does CG pay dividends?

Yes, The Carlyle Group Inc. (CG) pays dividends. In the last year, CG paid approximately $1.37 per share in dividends (2.66% yield). Reinvesting these dividends through a DRIP can significantly boost long-term returns — over 20+ years, dividend compounding can account for 30–50% of total returns for dividend-paying stocks.

Q4Did CG beat the S&P 500?

Yes, The Carlyle Group Inc. (CG) outperformed the S&P 500 by 1.66 percentage points over the past year. CG delivered a total return of 30.10%, compared to the S&P 500's 28.44%. This 1.66pp alpha means investors in CG earned more than a passive S&P 500 index fund.

Q5What is CG's worst drawdown?

The Carlyle Group Inc. (CG) experienced a maximum drawdown of -34.66% over the past year, declining from its peak on 2025-09-18 to its trough on 2026-03-12. The stock has not yet fully recovered to its prior peak. Maximum drawdown measures the worst peak-to-trough decline and is an important risk metric for investors.

Q6What is CG's long-term total return over 10, 20, or 30 years?

Here are The Carlyle Group Inc. (CG)'s long-term returns with dividends reinvested. Over 10 years, the total return is 295.8% (14.7% CAGR) — $10,000 would have grown to $39,575. Over 20 years: 223.9% total return (6.1% CAGR) — $10,000 → $32,395. Over 30 years: 223.9% total return (4.0% CAGR) — $10,000 → $32,394. Long-term investors benefit from compounding: dividends buy additional shares, which generate their own dividends, creating an exponential growth effect.

Q7What was CG's best and worst year?

The Carlyle Group Inc.'s best calendar year was 2019 with a total return of 108.7%. Its worst year was 2022 with a total return of -42.7%. This range shows the volatility investors should expect — the difference between the best and worst year is 151.4 percentage points.