AptarGroup, Inc. (ATR) Stock Total Returns

Growth of $10,000 chart

2021-04-14 to 2026-04-14
to
$
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Investment Performance

Final Value
$9,454
Total Return
-5.46%
CAGR
-1.12%
Dividends
$581.72
Yield on Cost
5.82%

Rolling Returns

1-Month (21 Trading Days)
Average-0.06%
Median+0.27%
Best+17.42%
Worst-15.93%
% of Windows Positive51.3%
1-Year (252 Trading Days)
Average+4.41%
Median+5.90%
Best+42.97%
Worst-32.68%
% of Windows Positive59.9%
3-Year (756 Trading Days)
Average+27.46%
Median+29.21%
Best+69.93%
Worst-4.85%
% of Windows Positive95.6%

Risk Metrics

Maximum Drawdown -39.96%
Average Drawdown -18.94%
Drawdown Duration 834 Trading Days
Sortino Ratio 0.08
Calmar Ratio -0.03
CVaR (5%) -3.43%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +7.74% (+29.93% ann.) +$773.90 $39.36 $7.87 $0.06
2025 -21.60% $2160.10 $116.90 $23.38 $0.19
2024 +28.30% +$2830.16 $139.67 $27.93 $0.22
2023 +13.59% +$1359.00 $144.24 $28.85 $0.23
2022 -9.18% $918.45 $124.61 $24.92 $0.20
2021 -9.73% $973.49 $109.93 $21.99 $0.18
2020 +19.58% +$1958.29 $125.02 $25.00 $0.20
2019 +24.15% +$2415.48 $151.56 $30.31 $0.24
2018 +10.24% +$1023.59 $153.65 $30.73 $0.25
2017 +18.94% +$1894.37 $175.13 $35.03 $0.28
2016 +2.44% +$244.08 $168.77 $33.75 $0.27
2015 +10.21% +$1020.80 $171.48 $34.30 $0.27
2014 -0.08% $7.66 $161.56 $32.31 $0.26
2013 +44.10% +$4409.54 $210.72 $42.14 $0.34
2012 -7.27% $727.33 $169.53 $33.91 $0.27
2011 +11.09% +$1108.74 $168.98 $33.80 $0.27
2010 +34.80% +$3479.73 $185.60 $37.12 $0.30
2009 +2.90% +$289.73 $171.24 $34.25 $0.27
2008 -12.75% $1274.75 $137.47 $27.49 $0.22
2007 +40.12% +$4011.82 $170.13 $34.03 $0.27
2006 +14.53% +$1453.04 $161.68 $32.34 $0.26
2005 +0.02% +$1.97 $133.19 $26.64 $0.21
2004 +36.44% +$3644.04 $113.17 $22.63 $0.18
2003 +25.58% +$2557.71 $80.21 $16.04 $0.13
2002 -10.26% $1026.28 $68.66 $13.73 $0.11
2001 +19.93% +$1993.44 $75.06 $15.01 $0.12
2000 +17.71% +$1771.46 $79.80 $15.96 $0.13
1999 -10.00% $1000.41 $64.27 $12.86 $0.11
1998 +1.58% +$157.89 $57.76 $11.56 $0.10
1997 +58.29% +$5829.44 $85.30 $17.06 $0.14
1996 -5.09% $509.14 $75.08 $15.02 $0.12
1995 +30.89% +$3088.74 $90.69 $18.14 $0.15
1994 +39.64% +$3963.91 $111.19 $22.24 $0.18
1993 partial +6.84% (+10.07% ann.) +$684.35 $51.34 $10.27 $0.08

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Dot-com bubble / TMT mania August 9, 1995 – March 10, 2000 +41.61% +7.88% +$4161.44 $442.25 $88.46 $0.73
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 +11.86% +4.45% +$1186.23 $241.54 $48.31 $0.39
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +222.28% +26.39% +$22227.69 $1204.15 $240.83 $1.92
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -33.52% -25.10% $3351.87 $218.10 $43.62 $0.35
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +95.76% +22.02% +$9575.52 $912.88 $182.58 $1.46
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +154.59% +13.14% +$15459.36 $1965.46 $393.09 $3.15
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -26.97% -97.23% $2697.29 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +41.41% +74.64% +$4141.49 $122.95 $24.59 $0.20
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +3.10% +2.94% +$309.64 $122.17 $24.43 $0.20
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -16.17% -17.08% $1617.41 $127.62 $25.52 $0.20
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +52.25% +25.45% +$5224.66 $280.76 $56.15 $0.45
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 -13.12% -8.58% $1312.28 $181.37 $36.27 $0.29

Dividend History

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

Date Per Share Yield %
1993-08-03 $0.0125 0.27%
1993-11-03 $0.0125 0.24%
1994-02-03 $0.0125 0.24%
1994-05-04 $0.0150 0.27%
1994-08-02 $0.0150 0.25%
1994-11-02 $0.0150 0.22%
1995-02-02 $0.0150 0.24%
1995-05-04 $0.0150 0.20%
1995-08-04 $0.0175 0.21%
1995-11-03 $0.0175 0.20%
1996-02-05 $0.0175 0.19%
1996-05-06 $0.0175 0.18%
1996-08-02 $0.0175 0.21%
1996-11-01 $0.0175 0.22%
1997-02-03 $0.0175 0.21%
1997-05-05 $0.0175 0.17%
1997-08-01 $0.0200 0.16%
1997-10-31 $0.0200 0.15%
1998-02-02 $0.0200 0.16%
1998-05-04 $0.0200 0.13%
1998-07-31 $0.0200 0.13%
1998-10-30 $0.0200 0.15%
1999-02-01 $0.0200 0.15%
1999-05-03 $0.0200 0.14%
1999-07-30 $0.0250 0.18%
1999-10-29 $0.0250 0.19%
2000-02-07 $0.0250 0.22%
2000-05-01 $0.0250 0.18%
2000-07-28 $0.0250 0.20%
2000-10-30 $0.0250 0.25%
2001-02-05 $0.0250 0.17%
2001-04-30 $0.0250 0.16%
2001-07-27 $0.0300 0.18%
2001-10-29 $0.0300 0.20%
2002-02-04 $0.0300 0.19%
2002-04-29 $0.0300 0.16%
2002-07-26 $0.0300 0.21%
2002-10-28 $0.0300 0.21%
2003-02-03 $0.0250 0.17%
2003-04-29 $0.0300 0.18%
2003-07-25 $0.0350 0.19%
2003-10-27 $0.0350 0.19%
2004-02-02 $0.0350 0.17%
2004-04-28 $0.0350 0.18%
2004-07-23 $0.0750 0.35%
2004-10-26 $0.0750 0.32%
2005-01-31 $0.0750 0.32%
2005-04-27 $0.0750 0.31%
2005-07-29 $0.1000 0.39%
2005-10-31 $0.1000 0.39%
2006-01-30 $0.1000 0.37%
2006-04-26 $0.1000 0.38%
2006-07-28 $0.1100 0.44%
2006-10-30 $0.1100 0.40%
2007-01-29 $0.1100 0.36%
2007-04-30 $0.1300 0.34%
2007-07-27 $0.1300 0.36%
2007-10-29 $0.1300 0.29%
2008-01-29 $0.1300 0.35%
2008-04-28 $0.1300 0.29%
2008-07-28 $0.1500 0.40%
2008-10-27 $0.1500 0.55%
2009-01-27 $0.1500 0.49%
2009-04-27 $0.1500 0.50%
2009-07-27 $0.1500 0.42%
2009-10-26 $0.1500 0.41%
2010-02-01 $0.1500 0.42%
2010-04-26 $0.1500 0.35%
2010-07-30 $0.1800 0.42%
2010-11-01 $0.1800 0.40%
2011-01-31 $0.1800 0.38%
2011-04-25 $0.1800 0.35%
2011-07-29 $0.2200 0.43%
2011-11-07 $0.2200 0.45%
2012-01-30 $0.2200 0.42%
2012-04-24 $0.2200 0.41%
2012-08-07 $0.2200 0.44%
2012-11-05 $0.2200 0.44%
2013-01-28 $0.2500 0.48%
2013-04-24 $0.2500 0.45%
2013-07-29 $0.2500 0.43%
2013-11-04 $0.2500 0.39%
2014-01-27 $0.2500 0.39%
2014-04-28 $0.2800 0.42%
2014-07-28 $0.2800 0.44%
2014-11-03 $0.2800 0.45%
2015-01-26 $0.2800 0.44%
2015-04-27 $0.2800 0.44%
2015-07-27 $0.2800 0.45%
2015-11-02 $0.3000 0.41%
2016-01-25 $0.3000 0.44%
2016-04-25 $0.3000 0.38%
2016-07-25 $0.3000 0.37%
2016-10-31 $0.3200 0.44%
2017-01-30 $0.3200 0.44%
2017-05-01 $0.3200 0.40%
2017-07-24 $0.3200 0.36%
2017-10-31 $0.3200 0.37%
2018-01-30 $0.3200 0.36%
2018-05-08 $0.3200 0.34%
2018-07-31 $0.3400 0.33%
2018-10-30 $0.3400 0.34%
2019-01-29 $0.3400 0.35%
2019-04-30 $0.3600 0.32%
2019-07-30 $0.3600 0.29%
2019-10-29 $0.3600 0.30%
2020-01-28 $0.3600 0.31%
2020-04-28 $0.3600 0.32%
2020-07-28 $0.3600 0.30%
2020-10-27 $0.3600 0.31%
2021-01-26 $0.3600 0.26%
2021-04-27 $0.3800 0.25%
2021-08-03 $0.3800 0.29%
2021-10-26 $0.3800 0.30%
2022-02-02 $0.3800 0.32%
2022-04-26 $0.3800 0.33%
2022-07-26 $0.3800 0.37%
2022-10-25 $0.3800 0.39%
2023-02-01 $0.3800 0.33%
2023-05-03 $0.3800 0.32%
2023-07-26 $0.4100 0.34%
2023-10-25 $0.4100 0.33%
2024-01-31 $0.4100 0.31%
2024-04-24 $0.4100 0.29%
2024-07-25 $0.4500 0.31%
2024-10-24 $0.4500 0.27%
2025-02-05 $0.4500 0.29%
2025-05-01 $0.4500 0.30%
2025-07-24 $0.4500 0.28%
2025-10-23 $0.4800 0.37%
2026-02-04 $0.4800 0.39%
Total 131 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
2021-04-27 $26.06 $5.21 $0.04 0.1372
2021-08-03 $26.11 $5.22 $0.04 0.1621
2021-10-26 $26.18 $5.24 $0.04 0.1647
2022-02-02 $26.24 $5.25 $0.04 0.1796
2022-04-26 $26.31 $5.26 $0.04 0.1899
2022-07-26 $26.38 $5.28 $0.04 0.2028
2022-10-25 $26.46 $5.29 $0.04 0.2129
2023-02-01 $26.54 $5.31 $0.04 0.1809
2023-05-03 $26.60 $5.32 $0.04 0.1772
2023-07-26 $28.78 $5.76 $0.05 0.1915
2023-10-25 $28.86 $5.77 $0.05 0.1883
2024-01-31 $28.93 $5.79 $0.05 0.1779
2024-04-24 $29.01 $5.80 $0.05 0.1654
2024-07-25 $31.91 $6.38 $0.05 0.1801
2024-10-24 $31.99 $6.40 $0.05 0.1534
2025-02-05 $32.06 $6.41 $0.05 0.1617
2025-05-01 $32.13 $6.43 $0.05 0.1730
2025-07-24 $32.21 $6.44 $0.05 0.1589
2025-10-23 $34.44 $6.89 $0.06 0.2102
2026-02-04 $34.54 $6.91 $0.06 0.2134
Total $581.72 $116.34 $0.93 3.5811

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.

PRCT

CAGR -11.01% Total -41.37% Final $5,863
2021-09-15 — 2026-04-14
ANAB

CAGR 16.64% Total 313.06% Final $41,306
2017-01-26 — 2026-04-14
GHM

CAGR 10.19% Total 8646.90% Final $874,690
1980-03-17 — 2026-04-14