Amrize Ltd (AMRZ) Stock Total Returns
Growth of $10,000 chart
2025-06-23 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$10,438
Total Return
4.38%
CAGR
4.65%
Dividends
$105.92
Yield on Cost
1.06%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.74% |
| Median | +1.02% |
| Best | +21.44% |
| Worst | -17.77% |
| % of Windows Positive | 53.2% |
1-Year (252 Trading Days)
3-Year (756 Trading Days)
Risk Metrics
| Maximum Drawdown | -26.11% |
| Average Drawdown | -8.67% |
| Drawdown Duration | 69 Trading Days (Unrecovered) |
| Sortino Ratio | 0.46 |
| Calmar Ratio | 0.18 |
| CVaR (5%) | -4.28% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +0.35% (+0.83% ann.) | +$35.06 | $101.83 | $20.37 | $0.16 |
| 2025 partial | +4.02% (+7.83% ann.) | +$402.00 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | June 23, 2025 – June 3, 2026 | +4.38% | +4.65% | +$438.47 | $105.92 | $21.19 | $0.17 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2026-04-24 | $0.4400 | 0.77% |
| 2026-05-12 | $0.1100 | 0.21% |
| Total | 2 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2025-06-23 to 2026-06-03. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2026-04-24 | $84.63 | $16.93 | $0.14 | 1.1741 |
| 2026-05-12 | $21.29 | $4.26 | $0.03 | 0.3247 |
| Total | $105.92 | $21.19 | $0.17 | 1.4988 |
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.