Alico, Inc. (ALCO) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$13,246
Total Return
32.46%
CAGR
5.78%
Dividends
$1,165.09
Yield on Cost
11.65%

Rolling Returns

1-Month (21 Trading Days)
Average+0.78%
Median+0.33%
Best+29.06%
Worst-28.17%
% of Windows Positive51.7%
1-Year (252 Trading Days)
Average+4.39%
Median+5.75%
Best+55.38%
Worst-43.21%
% of Windows Positive60.5%
3-Year (756 Trading Days)
Average+7.32%
Median-8.25%
Best+86.76%
Worst-30.94%
% of Windows Positive40.6%

Risk Metrics

Maximum Drawdown -45.93%
Average Drawdown -23.43%
Drawdown Duration 949 Trading Days
Sortino Ratio 0.50
Calmar Ratio 0.13
CVaR (5%) -4.16%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +10.09% (+25.61% ann.) +$1009.16 $27.50 $5.50 $0.04
2025 +40.83% +$4083.49 $57.92 $11.58 $0.09
2024 -10.31% $1030.54 $68.92 $13.78 $0.11
2023 +22.58% +$2257.90 $83.99 $16.80 $0.13
2022 -33.05% $3305.38 $423.65 $84.73 $0.68
2021 +24.05% +$2404.92 $549.50 $109.90 $0.88
2020 -12.38% $1238.29 $126.14 $25.23 $0.20
2019 +22.29% +$2228.83 $91.78 $18.36 $0.15
2018 +0.63% +$62.80 $81.55 $16.31 $0.13
2017 +9.35% +$934.69 $88.62 $17.72 $0.14
2016 -29.34% $2933.94 $62.19 $12.44 $0.10
2015 -22.33% $2232.78 $48.04 $9.61 $0.08
2014 +29.49% +$2948.75 $77.36 $15.47 $0.12
2013 +6.85% +$685.24 $98.52 $19.70 $0.16
2012 +90.10% +$9009.94 $103.48 $20.70 $0.16
2011 -18.28% $1827.98 $67.18 $13.44 $0.11
2010 -15.98% $1597.64 $35.14 $7.03 $0.06
2009 -29.28% $2928.02 $169.19 $33.84 $0.27
2008 +14.14% +$1413.86 $227.25 $45.45 $0.36
2007 -26.61% $2660.84 $218.54 $43.71 $0.35
2006 +13.87% +$1386.50 $233.83 $46.77 $0.37
2005 -20.87% $2086.92 $257.93 $51.59 $0.41
2004 +68.35% +$6834.53 $0.00 $0.00 $0.00
2003 +32.70% +$3270.45 $225.56 $45.11 $0.36
2002 -14.32% $1431.81 $111.64 $22.33 $0.18
2001 +96.04% +$9604.37 $606.06 $121.21 $0.97
2000 +3.48% +$348.13 $597.02 $119.40 $0.96
1999 -5.43% $542.69 $166.67 $33.33 $0.27
1998 -20.75% $2074.92 $215.05 $43.01 $0.34
1997 +26.40% +$2640.00 $320.00 $64.00 $0.51
1996 -28.16% $2816.41 $57.14 $11.43 $0.09
1995 +54.54% +$5453.63 $202.90 $40.58 $0.32
1994 -14.88% $1488.00 $121.95 $24.39 $0.20
1993 -1.77% $176.56 $71.43 $14.29 $0.11
1992 -1.73% $172.57 $69.77 $13.95 $0.11
1991 +15.35% +$1535.33 $80.00 $16.00 $0.13
1990 -38.16% $3815.65 $49.18 $9.84 $0.08
1989 +35.56% +$3555.55 $0.00 $0.00 $0.00
1988 +25.00% +$2500.00 $0.00 $0.00 $0.00
1987 -6.49% $649.35 $0.00 $0.00 $0.00
1986 -6.10% $609.76 $0.00 $0.00 $0.00
1985 +60.78% +$6078.43 $0.00 $0.00 $0.00
1984 +0.00% +$0.00 $0.00 $0.00 $0.00
1983 +34.21% +$3421.05 $0.00 $0.00 $0.00
1982 -16.48% $1648.35 $0.00 $0.00 $0.00
1981 +26.39% +$2638.89 $0.00 $0.00 $0.00
1980 +2.86% +$285.72 $0.00 $0.00 $0.00
1979 +97.18% +$9718.31 $0.00 $0.00 $0.00
1978 +12.70% +$1269.84 $0.00 $0.00 $0.00
1977 +61.54% +$6153.84 $0.00 $0.00 $0.00
1976 +32.20% +$3220.33 $0.00 $0.00 $0.00
1975 +7.27% +$727.28 $0.00 $0.00 $0.00
1974 -49.07% $4907.40 $0.00 $0.00 $0.00
1973 partial -6.90% (-10.22% ann.) $689.66 $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 -2.90% -0.64% $289.53 $1078.83 $215.76 $1.73
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 +93.12% +29.14% +$9311.64 $1506.89 $301.38 $2.41
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +87.77% +13.44% +$8776.95 $1454.17 $290.83 $2.33
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -56.79% -44.79% $5679.43 $284.01 $56.80 $0.45
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +48.05% +12.33% +$4805.37 $365.88 $73.18 $0.58
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +24.55% +2.94% +$2455.15 $670.20 $134.04 $1.07
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -24.74% -96.10% $2474.20 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 -4.88% -7.74% $488.35 $88.35 $17.67 $0.14
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +28.24% +26.62% +$2824.18 $481.64 $96.33 $0.77
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -4.01% -4.25% $400.68 $584.00 $116.80 $0.93
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -9.71% -5.36% $971.10 $107.88 $21.57 $0.17
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – June 3, 2026 +36.55% +20.04% +$3655.35 $119.02 $23.80 $0.19

Dividend History

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

Date Per Share Yield %
1990-10-22 $0.1500 0.72%
1991-10-21 $0.1500 0.75%
1992-10-19 $0.1500 0.77%
1993-10-18 $0.1500 0.77%
1994-10-17 $0.2500 1.47%
1995-10-18 $0.3500 1.94%
1996-10-23 $0.1500 0.71%
1997-10-16 $0.6000 2.41%
1998-10-15 $0.5000 3.03%
1999-10-14 $0.3000 2.00%
2000-10-11 $1.0000 5.95%
2001-10-10 $1.0000 3.85%
2002-10-09 $0.3500 1.22%
2003-10-15 $0.6000 1.98%
2005-06-28 $1.0000 1.98%
2005-09-28 $0.2500 0.50%
2005-12-28 $0.2500 0.55%
2006-03-29 $0.2500 0.56%
2006-06-28 $0.2500 0.47%
2006-09-27 $0.2750 0.46%
2006-12-27 $0.2750 0.55%
2007-03-28 $0.2750 0.49%
2007-06-27 $0.2750 0.45%
2007-09-26 $0.2750 0.60%
2007-12-26 $0.2750 0.71%
2008-04-28 $0.2750 0.69%
2008-07-29 $0.2750 0.63%
2008-10-29 $0.2750 0.69%
2009-01-28 $0.2750 0.88%
2009-04-28 $0.1380 0.53%
2009-07-29 $0.1380 0.45%
2009-10-28 $0.1380 0.47%
2010-10-27 $0.1000 0.38%
2011-10-27 $0.1200 0.56%
2011-12-28 $0.0400 0.21%
2012-03-28 $0.0400 0.17%
2012-06-27 $0.0400 0.14%
2012-09-26 $0.0400 0.13%
2012-12-26 $0.0800 0.22%
2013-03-26 $0.0800 0.17%
2013-06-26 $0.0800 0.19%
2013-09-26 $0.0800 0.19%
2013-12-27 $0.1200 0.30%
2014-03-27 $0.1200 0.31%
2014-06-26 $0.0600 0.16%
2014-09-26 $0.0600 0.16%
2014-12-29 $0.0600 0.12%
2015-03-27 $0.0600 0.12%
2015-06-26 $0.0600 0.13%
2015-09-28 $0.0600 0.15%
2015-12-29 $0.0600 0.16%
2016-03-29 $0.0600 0.22%
2016-06-28 $0.0600 0.22%
2016-09-28 $0.0600 0.22%
2016-12-28 $0.0600 0.21%
2017-03-29 $0.0600 0.23%
2017-06-28 $0.0600 0.19%
2017-09-28 $0.0600 0.18%
2017-12-28 $0.0600 0.20%
2018-03-28 $0.0600 0.22%
2018-06-28 $0.0600 0.19%
2018-09-27 $0.0600 0.18%
2018-12-27 $0.0600 0.20%
2019-03-28 $0.0600 0.22%
2019-06-27 $0.0600 0.20%
2019-09-26 $0.0600 0.18%
2019-12-26 $0.0900 0.26%
2020-03-26 $0.0900 0.29%
2020-06-25 $0.0900 0.31%
2020-09-24 $0.0900 0.32%
2020-12-23 $0.1800 0.58%
2021-03-25 $0.1800 0.62%
2021-06-24 $0.5000 1.45%
2021-09-23 $0.5000 1.40%
2021-12-30 $0.5000 1.35%
2022-03-24 $0.5000 1.38%
2022-06-23 $0.5000 1.30%
2022-09-29 $0.5000 1.59%
2022-12-29 $0.0500 0.21%
2023-03-30 $0.0500 0.21%
2023-06-29 $0.0500 0.20%
2023-09-28 $0.0500 0.20%
2023-12-28 $0.0500 0.17%
2024-03-27 $0.0500 0.17%
2024-06-28 $0.0500 0.19%
2024-09-27 $0.0500 0.18%
2024-12-27 $0.0500 0.19%
2025-03-28 $0.0500 0.17%
2025-06-27 $0.0500 0.16%
2025-09-26 $0.0500 0.15%
2026-01-02 $0.0500 0.14%
2026-04-02 $0.0500 0.12%
Total 92 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
2021-06-24 $151.56 $30.31 $0.24 3.4221
2021-09-23 $153.27 $30.65 $0.25 3.5246
2021-12-30 $155.03 $31.01 $0.25 3.3847
2022-03-24 $156.73 $31.35 $0.25 3.5978
2022-06-23 $158.53 $31.71 $0.25 3.4106
2022-09-29 $160.23 $32.05 $0.26 4.5300
2022-12-29 $16.25 $3.25 $0.03 0.5451
2023-03-30 $16.28 $3.26 $0.03 0.5401
2023-06-29 $16.30 $3.26 $0.03 0.5077
2023-09-28 $16.33 $3.27 $0.03 0.5194
2023-12-28 $16.36 $3.27 $0.03 0.4434
2024-03-27 $16.38 $3.28 $0.03 0.4455
2024-06-28 $16.40 $3.28 $0.03 0.5053
2024-09-27 $16.43 $3.28 $0.03 0.4685
2024-12-27 $16.45 $3.29 $0.03 0.5156
2025-03-28 $16.47 $3.29 $0.03 0.4469
2025-06-27 $16.50 $3.30 $0.03 0.4143
2025-09-26 $16.52 $3.30 $0.03 0.3931
2026-01-02 $16.54 $3.31 $0.03 0.3596
2026-04-02 $16.55 $3.31 $0.03 0.3135
Total $1165.09 $233.02 $1.86 28.2879

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.

AVGO

CAGR 42.62% Total 39136.83% Final $3,923,683
2009-08-06 — 2026-06-03
HNVR

CAGR 3.77% Total 16.24% Final $11,624
2022-05-11 — 2026-06-03
RGNX

CAGR -13.19% Total -78.03% Final $2,197
2015-09-17 — 2026-06-03