Beazer Homes USA, Inc. (BZH) Stock Total Returns

Growth of $10,000 chart

2021-04-20 to 2026-04-20
to
$
%
%
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Investment Performance

Final Value
$11,656
Total Return
16.56%
CAGR
3.11%
Dividends
$0.00
Yield on Cost
0.00%

Rolling Returns

1-Month (21 Trading Days)
Average+0.76%
Median+0.10%
Best+44.18%
Worst-33.69%
% of Windows Positive50.1%
1-Year (252 Trading Days)
Average+15.93%
Median-9.54%
Best+174.49%
Worst-49.24%
% of Windows Positive43.8%
3-Year (756 Trading Days)
Average+58.32%
Median+56.71%
Best+149.70%
Worst+12.22%
% of Windows Positive100.0%

Risk Metrics

Maximum Drawdown -61.79%
Average Drawdown -28.38%
Drawdown Duration 538 Trading Days
Sortino Ratio 0.47
Calmar Ratio 0.05
CVaR (5%) -7.09%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +12.48% (+47.78% ann.) +$1248.15 $0.00 $0.00 $0.00
2025 -26.18% $2618.36 $0.00 $0.00 $0.00
2024 -18.73% $1873.34 $0.00 $0.00 $0.00
2023 +164.81% +$16481.21 $0.00 $0.00 $0.00
2022 -45.05% $4504.74 $0.00 $0.00 $0.00
2021 +53.27% +$5326.73 $0.00 $0.00 $0.00
2020 +7.22% +$721.88 $0.00 $0.00 $0.00
2019 +49.05% +$4905.06 $0.00 $0.00 $0.00
2018 -50.65% $5065.07 $0.00 $0.00 $0.00
2017 +44.44% +$4443.60 $0.00 $0.00 $0.00
2016 +15.75% +$1575.28 $0.00 $0.00 $0.00
2015 -40.65% $4065.08 $0.00 $0.00 $0.00
2014 -20.72% $2072.08 $0.00 $0.00 $0.00
2013 +44.58% +$4458.27 $0.00 $0.00 $0.00
2012 +36.21% +$3620.97 $0.00 $0.00 $0.00
2011 -53.99% $5398.89 $0.00 $0.00 $0.00
2010 +11.36% +$1136.37 $0.00 $0.00 $0.00
2009 +206.33% +$20632.88 $0.00 $0.00 $0.00
2008 -78.73% $7873.48 $0.00 $0.00 $0.00
2007 -84.00% $8400.34 $63.96 $12.79 $0.10
2006 -35.02% $3501.64 $55.05 $11.01 $0.09
2005 +50.27% +$5026.87 $82.25 $16.45 $0.13
2004 +50.15% +$5015.10 $41.01 $8.20 $0.07
2003 +61.28% +$6127.71 $16.50 $3.30 $0.03
2002 -17.18% $1717.92 $0.00 $0.00 $0.00
2001 +82.92% +$8292.50 $0.00 $0.00 $0.00
2000 +107.79% +$10779.22 $0.00 $0.00 $0.00
1999 -23.00% $2300.00 $0.00 $0.00 $0.00
1998 +25.39% +$2539.18 $0.00 $0.00 $0.00
1997 +7.77% +$777.03 $0.00 $0.00 $0.00
1996 -10.30% $1030.30 $0.00 $0.00 $0.00
1995 +77.42% +$7741.92 $0.00 $0.00 $0.00
1994 partial -34.97% (-39.77% ann.) $3496.50 $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 +9.52% +2.00% +$952.38 $0.00 $0.00 $0.00
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 +203.71% +53.98% +$20371.01 $0.00 $0.00 $0.00
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 -45.80% -11.54% $4580.04 $691.58 $138.32 $1.10
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -97.48% -92.62% $9748.24 $0.00 $0.00 $0.00
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +770.37% +89.83% +$77036.61 $0.00 $0.00 $0.00
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +24.55% +2.94% +$2455.29 $0.00 $0.00 $0.00
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -68.29% -100.00% $6828.96 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +135.26% +296.13% +$13526.32 $0.00 $0.00 $0.00
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +57.38% +53.76% +$5737.99 $0.00 $0.00 $0.00
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -44.04% -46.01% $4404.28 $0.00 $0.00 $0.00
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +170.47% +71.05% +$17047.05 $0.00 $0.00 $0.00
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 20, 2026 -32.46% -21.93% $3246.45 $0.00 $0.00 $0.00

Dividend History

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

Date Per Share Yield %
2003-12-08 $0.1667 0.10%
2004-03-08 $0.1667 0.09%
2004-06-08 $0.1667 0.10%
2004-09-08 $0.1667 0.10%
2004-12-08 $0.1667 0.08%
2005-03-08 $0.5000 0.17%
2005-06-08 $0.5000 0.18%
2005-09-08 $0.5000 0.16%
2005-12-07 $0.5000 0.14%
2006-03-08 $0.5000 0.16%
2006-06-08 $0.5000 0.22%
2006-09-07 $0.5000 0.26%
2006-12-07 $0.5000 0.21%
2007-03-07 $0.5000 0.27%
2007-06-07 $0.5000 0.30%
2007-09-06 $0.5000 0.92%
Total 16 payments

Portfolio Dividend Returns

Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-20 to 2026-04-20. Change
Date Total Yield Tax Trans. Cost Shares Bought
Total $0.00 $0.00 $0.00 0.0000

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.

BOOT

CAGR 21.83% Total 863.09% Final $96,309
2014-10-30 — 2026-04-20
IOVA

CAGR 10.81% Total 278.00% Final $37,800
2013-05-07 — 2026-04-20
SGHT

CAGR -34.82% Total -86.99% Final $1,301
2021-07-15 — 2026-04-20