Advanced Energy Industries, Inc. (AEIS) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$32,457
Total Return
224.57%
CAGR
26.55%
Dividends
$199.99
Yield on Cost
2.00%
Rolling Returns
1-Month (21 Trading Days)
| Average | +2.54% |
| Median | +1.60% |
| Best | +38.46% |
| Worst | -25.44% |
| % of Windows Positive | 55.2% |
1-Year (252 Trading Days)
| Average | +35.29% |
| Median | +14.26% |
| Best | +374.42% |
| Worst | -37.28% |
| % of Windows Positive | 81.4% |
3-Year (756 Trading Days)
| Average | +95.15% |
| Median | +55.09% |
| Best | +366.95% |
| Worst | -8.53% |
| % of Windows Positive | 97.2% |
Risk Metrics
| Maximum Drawdown | -39.88% |
| Average Drawdown | -15.88% |
| Drawdown Duration | 86 Trading Days |
| Sortino Ratio | 1.15 |
| Calmar Ratio | 0.67 |
| CVaR (5%) | -5.82% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +54.11% (+178.92% ann.) | +$5410.87 | $9.55 | $1.91 | $0.02 |
| 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
about| 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 – June 3, 2026 | +230.78% | +101.65% | +$23078.05 | $71.68 | $14.34 | $0.11 |
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% |
| 2026-05-22 | $0.1000 | 0.03% |
| Total | 22 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 |
|---|---|---|---|---|
| 2021-08-20 | $9.92 | $1.98 | $0.02 | 0.0957 |
| 2021-11-19 | $9.93 | $1.99 | $0.02 | 0.0885 |
| 2022-02-17 | $9.94 | $1.99 | $0.02 | 0.0919 |
| 2022-05-20 | $9.95 | $1.99 | $0.02 | 0.1052 |
| 2022-08-19 | $9.96 | $1.99 | $0.02 | 0.0836 |
| 2022-11-18 | $9.97 | $1.99 | $0.02 | 0.0891 |
| 2023-02-16 | $9.97 | $1.99 | $0.02 | 0.0819 |
| 2023-05-19 | $9.98 | $2.00 | $0.02 | 0.0859 |
| 2023-08-18 | $9.99 | $2.00 | $0.02 | 0.0716 |
| 2023-11-17 | $10.00 | $2.00 | $0.02 | 0.0835 |
| 2024-02-15 | $10.01 | $2.00 | $0.02 | 0.0771 |
| 2024-05-23 | $10.02 | $2.00 | $0.02 | 0.0740 |
| 2024-08-26 | $10.02 | $2.00 | $0.02 | 0.0730 |
| 2024-11-25 | $10.03 | $2.01 | $0.02 | 0.0682 |
| 2025-02-24 | $10.04 | $2.01 | $0.02 | 0.0637 |
| 2025-05-23 | $10.04 | $2.01 | $0.02 | 0.0704 |
| 2025-08-25 | $10.05 | $2.01 | $0.02 | 0.0524 |
| 2025-11-24 | $10.05 | $2.01 | $0.02 | 0.0390 |
| 2026-02-23 | $10.06 | $2.01 | $0.02 | 0.0244 |
| 2026-05-22 | $10.06 | $2.01 | $0.02 | 0.0247 |
| Total | $199.99 | $40.00 | $0.32 | 1.4438 |
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.