Advanced Energy Industries, Inc. (AEIS) Stock Total Returns

Growth of $10,000 chart

2021-04-14 to 2026-04-14
to
$
%
%
Loading chart…

Investment Performance

Final Value
$34,560
Total Return
245.60%
CAGR
28.15%
Dividends
$177.95
Yield on Cost
1.78%

Rolling Returns

1-Month (21 Trading Days)
Average+2.59%
Median+1.69%
Best+38.46%
Worst-25.44%
% of Windows Positive55.5%
1-Year (252 Trading Days)
Average+26.23%
Median+12.10%
Best+374.42%
Worst-37.28%
% of Windows Positive77.9%
3-Year (756 Trading Days)
Average+74.53%
Median+41.87%
Best+331.33%
Worst-21.41%
% of Windows Positive94.2%

Risk Metrics

Maximum Drawdown -41.82%
Average Drawdown -17.74%
Drawdown Duration 559 Trading Days
Sortino Ratio 1.20
Calmar Ratio 0.67
CVaR (5%) -5.77%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +84.28% (+755.76% ann.) +$8427.83 $4.78 $0.96 $0.0075
2025 +81.48% +$8147.58 $34.63 $6.92 $0.05
2024 +6.47% +$647.05 $36.77 $7.35 $0.06
2023 +27.39% +$2738.70 $46.69 $9.34 $0.07
2022 -5.45% $544.78 $43.99 $8.80 $0.07
2021 -5.77% $577.44 $41.30 $8.26 $0.07
2020 +36.19% +$3619.38 $0.00 $0.00 $0.00
2019 +65.85% +$6585.14 $0.00 $0.00 $0.00
2018 -36.38% $3638.11 $0.00 $0.00 $0.00
2017 +23.25% +$2325.11 $0.00 $0.00 $0.00
2016 +93.94% +$9394.26 $0.00 $0.00 $0.00
2015 +19.11% +$1911.39 $0.00 $0.00 $0.00
2014 +3.67% +$367.45 $0.00 $0.00 $0.00
2013 +65.53% +$6553.22 $0.00 $0.00 $0.00
2012 +28.70% +$2870.46 $0.00 $0.00 $0.00
2011 -21.33% $2133.43 $0.00 $0.00 $0.00
2010 -9.55% $954.91 $0.00 $0.00 $0.00
2009 +51.56% +$5155.78 $0.00 $0.00 $0.00
2008 -23.93% $2392.97 $0.00 $0.00 $0.00
2007 -30.68% $3068.36 $0.00 $0.00 $0.00
2006 +59.51% +$5950.97 $0.00 $0.00 $0.00
2005 +29.57% +$2957.28 $0.00 $0.00 $0.00
2004 -64.95% $6495.20 $0.00 $0.00 $0.00
2003 +104.80% +$10479.56 $0.00 $0.00 $0.00
2002 -52.25% $5225.23 $0.00 $0.00 $0.00
2001 +18.40% +$1840.00 $0.00 $0.00 $0.00
2000 -54.31% $5431.47 $0.00 $0.00 $0.00
1999 +97.00% +$9700.00 $0.00 $0.00 $0.00
1998 +67.36% +$6736.40 $0.00 $0.00 $0.00
1997 +177.91% +$17790.70 $0.00 $0.00 $0.00
1996 -40.28% $4027.78 $0.00 $0.00 $0.00
1995 partial -10.00% (-60.00% ann.) $1000.00 $0.00 $0.00 $0.00

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Dot-com bubble / TMT mania partial November 17, 1995 – March 10, 2000 +610.63% +57.58% +$61062.50 $0.00 $0.00 $0.00
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 -90.90% -60.59% $9089.50 $0.00 $0.00 $0.00
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +129.82% +18.12% +$12981.97 $0.00 $0.00 $0.00
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -65.75% -53.16% $6575.17 $0.00 $0.00 $0.00
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +91.32% +21.19% +$9131.94 $0.00 $0.00 $0.00
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +513.90% +27.10% +$51390.33 $0.00 $0.00 $0.00
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -44.36% -99.88% $4435.80 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +89.34% +179.31% +$8934.00 $0.00 $0.00 $0.00
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +2.70% +2.56% +$270.18 $46.19 $9.24 $0.07
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -6.26% -6.63% $625.90 $34.24 $6.85 $0.05
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +13.86% +7.25% +$1385.64 $91.71 $18.34 $0.15
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +295.54% +140.25% +$29553.67 $61.43 $12.28 $0.10

Dividend History

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

Date Per Share Yield %
2021-02-19 $0.1000 0.09%
2021-05-21 $0.1000 0.10%
2021-08-20 $0.1000 0.12%
2021-11-19 $0.1000 0.11%
2022-02-17 $0.1000 0.11%
2022-05-20 $0.1000 0.13%
2022-08-19 $0.1000 0.10%
2022-11-18 $0.1000 0.11%
2023-02-16 $0.1000 0.10%
2023-05-19 $0.1000 0.11%
2023-08-18 $0.1000 0.09%
2023-11-17 $0.1000 0.11%
2024-02-15 $0.1000 0.10%
2024-05-23 $0.1000 0.09%
2024-08-26 $0.1000 0.09%
2024-11-25 $0.1000 0.09%
2025-02-24 $0.1000 0.08%
2025-05-23 $0.1000 0.09%
2025-08-25 $0.1000 0.06%
2025-11-24 $0.1000 0.05%
2026-02-23 $0.1000 0.03%
Total 21 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
2021-05-21 $8.83 $1.76 $0.01 0.0719
2021-08-20 $8.83 $1.77 $0.01 0.0852
2021-11-19 $8.84 $1.77 $0.01 0.0788
2022-02-17 $8.85 $1.77 $0.01 0.0818
2022-05-20 $8.86 $1.77 $0.01 0.0937
2022-08-19 $8.87 $1.77 $0.01 0.0744
2022-11-18 $8.87 $1.77 $0.01 0.0793
2023-02-16 $8.88 $1.78 $0.01 0.0729
2023-05-19 $8.89 $1.78 $0.01 0.0765
2023-08-18 $8.90 $1.78 $0.01 0.0638
2023-11-17 $8.90 $1.78 $0.01 0.0743
2024-02-15 $8.91 $1.78 $0.01 0.0686
2024-05-23 $8.92 $1.78 $0.01 0.0659
2024-08-26 $8.92 $1.79 $0.01 0.0650
2024-11-25 $8.93 $1.79 $0.01 0.0608
2025-02-24 $8.94 $1.79 $0.01 0.0567
2025-05-23 $8.94 $1.79 $0.01 0.0627
2025-08-25 $8.95 $1.79 $0.01 0.0467
2025-11-24 $8.95 $1.79 $0.01 0.0347
2026-02-23 $8.96 $1.79 $0.01 0.0217
Total $177.95 $35.59 $0.28 1.3355

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.

CDE

CAGR -3.82% Total -83.42% Final $1,658
1980-03-17 — 2026-04-14
KROS

CAGR -8.78% Total -42.48% Final $5,752
2020-04-08 — 2026-04-14
STAG

CAGR 12.64% Total 496.14% Final $59,614
2011-04-15 — 2026-04-14