ADTRAN Holdings, Inc. (ADTN) Stock Total Returns

Growth of $10,000 chart

2021-04-14 to 2026-04-14
to
$
%
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Investment Performance

Final Value
$8,623
Total Return
-13.77%
CAGR
-2.92%
Dividends
$492.80
Yield on Cost
4.93%

Rolling Returns

1-Month (21 Trading Days)
Average+0.67%
Median+0.23%
Best+53.92%
Worst-44.51%
% of Windows Positive50.4%
1-Year (252 Trading Days)
Average-5.55%
Median-8.16%
Best+110.93%
Worst-74.60%
% of Windows Positive40.1%
3-Year (756 Trading Days)
Average-56.54%
Median-56.70%
Best+4.41%
Worst-79.21%
% of Windows Positive0.6%

Risk Metrics

Maximum Drawdown -82.11%
Average Drawdown -47.47%
Drawdown Duration 914 Trading Days (Unrecovered)
Sortino Ratio 0.30
Calmar Ratio -0.04
CVaR (5%) -7.84%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +76.06% (+629.13% ann.) +$7606.45 $0.00 $0.00 $0.00
2025 +4.32% +$432.17 $0.00 $0.00 $0.00
2024 +13.49% +$1348.77 $0.00 $0.00 $0.00
2023 -60.11% $6010.87 $144.49 $28.90 $0.23
2022 -16.55% $1654.82 $158.52 $31.71 $0.25
2021 +56.85% +$5684.85 $245.20 $49.04 $0.40
2020 +53.35% +$5334.64 $368.03 $73.61 $0.59
2019 -5.74% $574.33 $337.72 $67.54 $0.54
2018 -43.44% $4343.71 $187.33 $37.47 $0.30
2017 -12.27% $1226.64 $161.88 $32.38 $0.26
2016 +31.82% +$3182.38 $210.27 $42.05 $0.34
2015 -19.65% $1964.77 $166.09 $33.22 $0.27
2014 -18.25% $1824.80 $133.89 $26.78 $0.22
2013 +39.97% +$3996.86 $185.17 $37.03 $0.29
2012 -34.41% $3441.19 $119.80 $23.96 $0.19
2011 -16.05% $1604.64 $99.69 $19.94 $0.16
2010 +62.26% +$6226.37 $160.34 $32.07 $0.26
2009 +53.72% +$5372.06 $243.41 $48.68 $0.39
2008 -29.37% $2937.28 $169.23 $33.84 $0.27
2007 -4.70% $470.01 $159.31 $31.86 $0.25
2006 -22.69% $2268.55 $121.68 $24.33 $0.20
2005 +57.05% +$5705.25 $178.54 $35.71 $0.29
2004 -37.85% $3785.07 $103.23 $20.64 $0.16
2003 +96.06% +$9606.05 $700.69 $140.14 $1.12
2002 +28.92% +$2891.85 $0.00 $0.00 $0.00
2001 +20.09% +$2009.41 $0.00 $0.00 $0.00
2000 -58.69% $5868.77 $0.00 $0.00 $0.00
1999 +180.89% +$18088.74 $0.00 $0.00 $0.00
1998 -33.41% $3340.91 $0.00 $0.00 $0.00
1997 -33.73% $3373.50 $0.00 $0.00 $0.00
1996 -23.59% $2359.03 $0.00 $0.00 $0.00
1995 +137.43% +$13743.17 $0.00 $0.00 $0.00
1994 partial +101.10% (+503.15% ann.) +$10109.89 $0.00 $0.00 $0.00

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Dot-com bubble / TMT mania August 9, 1995 – March 10, 2000 +128.78% +19.78% +$12877.70 $0.00 $0.00 $0.00
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 -74.60% -41.28% $7459.50 $0.00 $0.00 $0.00
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +143.76% +19.52% +$14376.43 $2445.96 $489.18 $3.91
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -39.88% -30.24% $3988.05 $229.94 $45.98 $0.37
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +47.10% +12.11% +$4709.77 $877.13 $175.42 $1.41
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 -52.36% -9.33% $5235.73 $1389.97 $278.00 $2.22
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -39.26% -99.66% $3925.85 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +94.38% +191.37% +$9437.94 $284.39 $56.88 $0.45
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +82.60% +77.04% +$8259.83 $385.92 $77.18 $0.62
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -9.82% -10.39% $981.69 $132.96 $26.59 $0.21
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -70.45% -48.20% $7044.94 $186.64 $37.32 $0.30
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +178.18% +91.97% +$17818.18 $0.00 $0.00 $0.00

Dividend History

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

Date Per Share Yield %
2003-07-29 $1.0750 4.27%
2003-10-29 $0.0750 0.21%
2004-01-30 $0.0800 0.23%
2004-04-30 $0.0800 0.32%
2004-07-30 $0.0800 0.30%
2004-10-29 $0.0800 0.38%
2005-02-02 $0.0800 0.45%
2005-05-03 $0.0800 0.39%
2005-08-03 $0.0900 0.34%
2005-11-02 $0.0900 0.30%
2006-02-03 $0.0900 0.30%
2006-05-02 $0.0900 0.36%
2006-08-02 $0.0900 0.42%
2006-10-31 $0.0900 0.38%
2007-02-06 $0.0900 0.40%
2007-05-01 $0.0900 0.35%
2007-07-31 $0.0900 0.34%
2007-10-30 $0.0900 0.37%
2008-02-05 $0.0900 0.44%
2008-04-29 $0.0900 0.38%
2008-07-29 $0.0900 0.40%
2008-10-28 $0.0900 0.65%
2009-02-03 $0.0900 0.60%
2009-04-28 $0.0900 0.43%
2009-07-28 $0.0900 0.36%
2009-10-27 $0.0900 0.37%
2010-02-02 $0.0900 0.42%
2010-04-27 $0.0900 0.33%
2010-07-27 $0.0900 0.27%
2010-10-26 $0.0900 0.26%
2011-02-01 $0.0900 0.22%
2011-04-26 $0.0900 0.23%
2011-07-26 $0.0900 0.26%
2011-10-25 $0.0900 0.28%
2012-01-31 $0.0900 0.26%
2012-04-24 $0.0900 0.30%
2012-07-24 $0.0900 0.42%
2012-10-23 $0.0900 0.57%
2013-02-05 $0.0900 0.45%
2013-04-23 $0.0900 0.44%
2013-07-23 $0.0900 0.34%
2013-10-22 $0.0900 0.35%
2014-02-04 $0.0900 0.37%
2014-04-29 $0.0900 0.40%
2014-07-29 $0.0900 0.40%
2014-10-28 $0.0900 0.44%
2015-02-03 $0.0900 0.41%
2015-05-05 $0.0900 0.54%
2015-07-28 $0.0900 0.56%
2015-10-27 $0.0900 0.61%
2016-02-02 $0.0900 0.49%
2016-04-26 $0.0900 0.46%
2016-07-26 $0.0900 0.50%
2016-11-01 $0.0900 0.50%
2017-01-31 $0.0900 0.41%
2017-05-02 $0.0900 0.45%
2017-08-01 $0.0900 0.38%
2017-10-31 $0.0900 0.42%
2018-01-30 $0.0900 0.56%
2018-05-01 $0.0900 0.61%
2018-07-31 $0.0900 0.55%
2018-10-30 $0.0900 0.68%
2019-02-06 $0.0900 0.63%
2019-05-01 $0.0900 0.53%
2019-07-31 $0.0900 0.79%
2019-11-13 $0.0900 0.93%
2020-02-19 $0.0900 1.05%
2020-05-20 $0.0900 0.82%
2020-08-19 $0.0900 0.74%
2020-11-16 $0.0900 0.71%
2021-02-17 $0.0900 0.55%
2021-05-19 $0.0900 0.46%
2021-08-18 $0.0900 0.39%
2021-11-15 $0.0900 0.43%
2022-02-16 $0.0900 0.42%
2022-05-18 $0.0900 0.49%
2022-08-17 $0.0900 0.36%
2022-11-21 $0.0900 0.43%
2023-03-06 $0.0900 0.54%
2023-05-22 $0.0900 1.03%
2023-08-18 $0.0900 1.10%
Total 81 payments

Portfolio Dividend Returns

Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
Date Total Yield Tax Trans. Cost Shares Bought
2021-05-19 $48.49 $9.70 $0.08 1.9844
2021-08-18 $48.67 $9.73 $0.08 1.6873
2021-11-15 $48.82 $9.76 $0.08 1.8198
2022-02-16 $48.99 $9.80 $0.08 1.8457
2022-05-18 $49.15 $9.83 $0.08 2.1874
2022-08-17 $49.35 $9.87 $0.08 1.6315
2022-11-21 $49.50 $9.90 $0.08 1.9258
2023-03-06 $49.67 $9.93 $0.08 2.3947
2023-05-22 $49.88 $9.98 $0.08 4.3719
2023-08-18 $50.28 $10.05 $0.08 4.9314
Total $492.80 $98.56 $0.79 24.7798

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.

VSCO

CAGR 2.85% Total 14.24% Final $11,424
2021-07-21 — 2026-04-14
DOV

CAGR 13.01% Total 27908.54% Final $2,800,854
1980-03-17 — 2026-04-14
NESR

CAGR 71.31% Total 158.33% Final $25,833
2024-07-09 — 2026-04-14