Abacus Global Management, Inc. (ABX) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$8,697
Total Return
-13.03%
CAGR
-2.75%
Dividends
$204.50
Yield on Cost
2.04%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.90% |
| Median | +0.20% |
| Best | +63.04% |
| Worst | -45.34% |
| % of Windows Positive | 56.8% |
1-Year (252 Trading Days)
| Average | -3.98% |
| Median | +2.38% |
| Best | +87.48% |
| Worst | -51.30% |
| % of Windows Positive | 60.6% |
3-Year (756 Trading Days)
| Average | -19.72% |
| Median | -18.82% |
| Best | +18.81% |
| Worst | -53.51% |
| % of Windows Positive | 11.6% |
Risk Metrics
| Maximum Drawdown | -62.79% |
| Average Drawdown | -18.33% |
| Drawdown Duration | 585 Trading Days (Unrecovered) |
| Sortino Ratio | 0.28 |
| Calmar Ratio | -0.04 |
| CVaR (5%) | -7.47% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -2.92% (-6.80% ann.) | $292.40 | $0.00 | $0.00 | $0.00 |
| 2025 | +11.91% | +$1190.71 | $255.42 | $51.08 | $0.41 |
| 2024 | -18.94% | $1894.41 | $0.00 | $0.00 | $0.00 |
| 2023 | -4.92% | $492.12 | $0.00 | $0.00 | $0.00 |
| 2022 | +2.94% | +$293.82 | $0.00 | $0.00 | $0.00 |
| 2021 | -2.76% | $275.86 | $0.00 | $0.00 | $0.00 |
| 2020 partial | +4.53% (+16.17% ann.) | +$453.14 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Policy bazooka / monetary euphoria partial | September 14, 2020 – November 6, 2020 | +0.41% | +2.87% | +$41.19 | $0.00 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +1.54% | +1.46% | +$154.00 | $0.00 | $0.00 | $0.00 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +1.82% | +1.93% | +$181.82 | $0.00 | $0.00 | $0.00 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -2.18% | -1.18% | $218.04 | $0.00 | $0.00 | $0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -18.21% | -11.12% | $1821.04 | $192.30 | $38.46 | $0.31 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2025-12-02 | $0.2000 | 2.98% |
| Total | 1 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-06-03 to 2026-06-03. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2025-12-02 | $204.50 | $40.90 | $0.33 | 25.3922 |
| Total | $204.50 | $40.90 | $0.33 | 25.3922 |
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.