Acadian Asset Management Inc. (AAMI) Stock Total Returns

Growth of $10,000 chart

2021-04-16 to 2026-04-16
to
$
%
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Investment Performance

Final Value
$28,926
Total Return
189.26%
CAGR
23.67%
Dividends
$125.86
Yield on Cost
1.26%

Rolling Returns

1-Month (21 Trading Days)
Average+2.05%
Median+1.12%
Best+31.46%
Worst-21.39%
% of Windows Positive55.5%
1-Year (252 Trading Days)
Average+21.81%
Median+10.79%
Best+165.91%
Worst-42.85%
% of Windows Positive65.6%
3-Year (756 Trading Days)
Average+62.53%
Median+20.49%
Best+215.76%
Worst-15.87%
% of Windows Positive75.4%

Risk Metrics

Maximum Drawdown -51.47%
Average Drawdown -20.12%
Drawdown Duration 761 Trading Days
Sortino Ratio 1.17
Calmar Ratio 0.46
CVaR (5%) -4.79%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +41.52% (+230.90% ann.) +$4152.16 $21.28 $4.26 $0.03
2025 +78.60% +$7859.88 $15.19 $3.03 $0.02
2024 +37.65% +$3765.26 $20.89 $4.17 $0.03
2023 -6.76% $676.04 $19.45 $3.89 $0.03
2022 -19.48% $1947.80 $15.63 $3.13 $0.02
2021 +32.96% +$3295.92 $20.76 $4.16 $0.03
2020 +91.54% +$9153.66 $127.62 $25.51 $0.20
2019 -1.57% $157.30 $378.29 $75.66 $0.62
2018 -35.06% $3506.29 $180.08 $36.02 $0.29
2017 +15.52% +$1551.72 $0.00 $0.00 $0.00
2016 -5.41% $541.42 $0.00 $0.00 $0.00
2015 -5.60% $560.34 $0.00 $0.00 $0.00
2014 partial +16.42% (+95.21% ann.) +$1641.58 $0.00 $0.00 $0.00

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Secular stagnation / QE / low inflation / duration bull partial October 9, 2014 – February 19, 2020 -21.08% -4.32% $2107.78 $511.18 $102.24 $0.83
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -56.49% -99.99% $5649.00 $91.74 $18.35 $0.15
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +190.12% +455.02% +$19012.19 $38.94 $7.77 $0.05
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +89.82% +83.68% +$8981.55 $24.92 $4.98 $0.03
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -38.10% -39.91% $3810.20 $13.32 $2.67 $0.02
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +21.15% +10.90% +$2114.73 $38.55 $7.71 $0.05
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 16, 2026 +165.10% +85.76% +$16510.16 $59.77 $11.94 $0.09

Dividend History

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

Date Per Share Yield %
2018-06-14 $0.1000 0.62%
2018-09-13 $0.1000 0.80%
2018-12-13 $0.1000 0.86%
2019-03-14 $0.1000 0.73%
2019-06-13 $0.1000 0.91%
2019-09-12 $0.1000 0.98%
2019-12-12 $0.1000 0.97%
2020-03-12 $0.1000 1.51%
2020-06-11 $0.0100 0.10%
2020-09-10 $0.0100 0.08%
2020-12-10 $0.0100 0.05%
2021-03-11 $0.0100 0.05%
2021-06-10 $0.0100 0.04%
2021-09-09 $0.0100 0.04%
2021-12-16 $0.0100 0.04%
2022-03-10 $0.0100 0.04%
2022-06-09 $0.0100 0.05%
2022-09-15 $0.0100 0.06%
2022-12-15 $0.0100 0.05%
2023-03-16 $0.0100 0.04%
2023-06-15 $0.0100 0.04%
2023-09-14 $0.0100 0.05%
2023-12-14 $0.0100 0.05%
2024-03-14 $0.0100 0.04%
2024-06-14 $0.0100 0.04%
2024-09-13 $0.0100 0.04%
2024-12-13 $0.0100 0.03%
2025-03-14 $0.0100 0.04%
2025-06-13 $0.0100 0.03%
2025-09-12 $0.0100 0.02%
2025-12-12 $0.0100 0.02%
2026-03-13 $0.1000 0.20%
Total 32 payments

Portfolio Dividend Returns

Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-16 to 2026-04-16. Change
Date Total Yield Tax Trans. Cost Shares Bought
2021-06-10 $4.32 $0.87 $0.0057 0.1547
2021-09-09 $4.32 $0.87 $0.0057 0.1286
2021-12-16 $4.32 $0.87 $0.0057 0.1305
2022-03-10 $4.32 $0.87 $0.0057 0.1459
2022-06-09 $4.33 $0.87 $0.0057 0.1689
2022-09-15 $4.33 $0.87 $0.0057 0.2062
2022-12-15 $4.33 $0.87 $0.0057 0.1857
2023-03-16 $4.33 $0.87 $0.0057 0.1521
2023-06-15 $4.33 $0.87 $0.0057 0.1518
2023-09-14 $4.33 $0.87 $0.0057 0.1705
2023-12-14 $4.34 $0.87 $0.0057 0.1746
2024-03-14 $4.34 $0.87 $0.0057 0.1529
2024-06-14 $4.34 $0.87 $0.0057 0.1546
2024-09-13 $4.34 $0.87 $0.0057 0.1416
2024-12-13 $4.35 $0.87 $0.0057 0.1151
2025-03-14 $4.35 $0.87 $0.0057 0.1411
2025-06-13 $4.35 $0.87 $0.0057 0.1114
2025-09-12 $4.35 $0.87 $0.0057 0.0715
2025-12-12 $4.35 $0.87 $0.0057 0.0728
2026-03-13 $43.49 $8.70 $0.07 0.6885
Total $125.86 $25.17 $0.18 3.4191

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.

SLM

CAGR 11.94% Total 12039.86% Final $1,213,986
1983-09-23 — 2026-04-16
BWB

CAGR 4.94% Total 47.70% Final $14,770
2018-03-14 — 2026-04-16
JBSS

CAGR 7.33% Total 1037.02% Final $113,702
1991-12-04 — 2026-04-16