AI Financial Corporation (AIFC) Stock Total Returns

Growth of $10,000 chart

2021-06-03 to 2026-06-03
to
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Investment Performance

Final Value
$1,082
Total Return
-89.18%
CAGR
-35.91%
Dividends
$0.00
Yield on Cost
0.00%

Rolling Returns

1-Month (21 Trading Days)
Average+2.59%
Median-9.45%
Best+371.63%
Worst-66.23%
% of Windows Positive36.7%
1-Year (252 Trading Days)
Average+81.58%
Median-48.97%
Best+1145.19%
Worst-91.53%
% of Windows Positive40.8%
3-Year (756 Trading Days)
Average+25.65%
Median+1.57%
Best+394.13%
Worst-83.63%
% of Windows Positive50.6%

Risk Metrics

Maximum Drawdown -96.78%
Average Drawdown -67.62%
Drawdown Duration 988 Trading Days
Sortino Ratio 0.34
Calmar Ratio -0.37
CVaR (5%) -13.75%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -29.10% (-55.76% ann.) $2909.51 $0.00 $0.00 $0.00
2025 -76.34% $7634.43 $0.00 $0.00 $0.00
2024 +730.35% +$73035.00 $0.00 $0.00 $0.00
2023 -59.13% $5912.53 $0.00 $0.00 $0.00
2022 -66.50% $6650.24 $0.00 $0.00 $0.00
2021 -16.36% $1636.18 $0.00 $0.00 $0.00
2020 +65.20% +$6520.36 $0.00 $0.00 $0.00
2019 +34.55% +$3454.88 $0.00 $0.00 $0.00
2018 -57.69% $5769.32 $0.00 $0.00 $0.00
2017 -7.14% $714.25 $0.00 $0.00 $0.00
2016 +6.67% +$666.67 $0.00 $0.00 $0.00
2015 -61.82% $6181.81 $0.00 $0.00 $0.00
2014 -4.18% $418.15 $0.00 $0.00 $0.00
2013 +114.18% +$11417.97 $0.00 $0.00 $0.00
2012 -73.20% $7320.00 $0.00 $0.00 $0.00
2011 +47.06% +$4705.80 $0.00 $0.00 $0.00
2010 +47.83% +$4782.64 $0.00 $0.00 $0.00
2009 -22.03% $2203.37 $0.00 $0.00 $0.00
2008 -67.04% $6703.92 $0.00 $0.00 $0.00
2007 +316.28% +$31627.77 $0.00 $0.00 $0.00
2006 -56.12% $5612.23 $0.00 $0.00 $0.00
2005 +6.52% +$652.16 $0.00 $0.00 $0.00
2004 +67.27% +$6727.35 $0.00 $0.00 $0.00
2003 +37.50% +$3749.88 $0.00 $0.00 $0.00
2002 -50.25% $5024.83 $0.00 $0.00 $0.00
2001 +221.60% +$22159.80 $0.00 $0.00 $0.00
2000 +11.11% +$1111.03 $0.00 $0.00 $0.00
1999 +50.00% +$5000.00 $0.00 $0.00 $0.00
1998 -66.67% $6666.63 $0.00 $0.00 $0.00
1997 -10.00% $1000.04 $0.00 $0.00 $0.00
1996 -86.49% $8648.64 $0.00 $0.00 $0.00
1995 +14.73% +$1472.86 $0.00 $0.00 $0.00
1994 -70.68% $7068.18 $0.00 $0.00 $0.00
1993 -9.84% $983.60 $0.00 $0.00 $0.00
1992 +79.41% +$7941.17 $0.00 $0.00 $0.00
1991 partial +21.43% (+271.82% ann.) +$2142.86 $0.00 $0.00 $0.00

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Dot-com bubble / TMT mania August 9, 1995 – March 10, 2000 -92.45% -43.08% $9245.28 $0.00 $0.00 $0.00
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 +22.86% +8.33% +$2285.76 $0.00 $0.00 $0.00
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +317.37% +33.10% +$31736.89 $0.00 $0.00 $0.00
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -86.57% -75.85% $8656.53 $0.00 $0.00 $0.00
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +219.05% +41.01% +$21904.67 $0.00 $0.00 $0.00
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 -81.83% -20.18% $8183.20 $0.00 $0.00 $0.00
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -39.14% -99.65% $3914.40 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +64.50% +122.76% +$6450.30 $0.00 $0.00 $0.00
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +32.65% +30.74% +$3264.59 $0.00 $0.00 $0.00
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -61.27% -63.47% $6127.03 $0.00 $0.00 $0.00
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +6.50% +3.45% +$649.59 $0.00 $0.00 $0.00
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – June 3, 2026 -62.50% -43.73% $6250.25 $0.00 $0.00 $0.00

Dividend History

Date Per Share Yield %
Total 0 payments
No dividends recorded.

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.

DEA

CAGR 0.37% Total 4.25% Final $10,425
2015-02-06 — 2026-06-03
MSGE

CAGR 29.47% Total 124.38% Final $22,438
2023-04-17 — 2026-06-03
USLM

CAGR 11.51% Total 15247.46% Final $1,534,746
1980-03-17 — 2026-06-03