Calumet, Inc. (CLMT) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$55,875
Total Return
458.75%
CAGR
41.08%
Dividends
$0.00
Yield on Cost
0.00%

Rolling Returns

1-Month (21 Trading Days)
Average+4.45%
Median+2.64%
Best+76.06%
Worst-39.71%
% of Windows Positive58.8%
1-Year (252 Trading Days)
Average+25.47%
Median+9.48%
Best+265.96%
Worst-42.05%
% of Windows Positive62.9%
3-Year (756 Trading Days)
Average+57.07%
Median+44.81%
Best+259.58%
Worst-33.90%
% of Windows Positive82.0%

Risk Metrics

Maximum Drawdown -61.87%
Average Drawdown -17.53%
Drawdown Duration 269 Trading Days
Sortino Ratio 1.37
Calmar Ratio 0.66
CVaR (5%) -7.97%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +62.25% (+447.29% ann.) +$6225.47 $0.00 $0.00 $0.00
2025 -9.76% $976.38 $0.00 $0.00 $0.00
2024 +23.22% +$2322.33 $0.00 $0.00 $0.00
2023 +5.86% +$586.50 $0.00 $0.00 $0.00
2022 +27.88% +$2787.87 $0.00 $0.00 $0.00
2021 +321.73% +$32172.60 $0.00 $0.00 $0.00
2020 -14.25% $1424.68 $0.00 $0.00 $0.00
2019 +65.16% +$6515.88 $0.00 $0.00 $0.00
2018 -71.30% $7129.87 $0.00 $0.00 $0.00
2017 +92.50% +$9249.99 $0.00 $0.00 $0.00
2016 -79.26% $7925.67 $344.05 $68.81 $0.55
2015 -3.63% $362.84 $1261.42 $252.28 $2.02
2014 -7.11% $711.32 $1083.14 $216.62 $1.73
2013 -8.55% $855.07 $910.26 $182.05 $1.45
2012 +61.68% +$6168.40 $1174.15 $234.83 $1.88
2011 +1.65% +$165.10 $934.06 $186.82 $1.49
2010 +24.67% +$2466.79 $1022.56 $204.51 $1.64
2009 +132.29% +$13228.96 $2148.06 $429.59 $3.42
2008 -74.12% $7412.18 $549.65 $109.93 $0.88
2007 -3.71% $371.48 $623.87 $124.78 $1.00
2006 partial +90.36% (+100.91% ann.) +$9035.61 $604.41 $120.89 $0.96

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
China-WTO / housing-credit / commodity boom partial January 26, 2006 – October 9, 2007 +139.70% +67.23% +$13969.82 $1483.49 $296.71 $2.37
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -78.74% -66.58% $7873.73 $649.97 $129.99 $1.04
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +225.77% +41.89% +$22577.08 $7259.80 $1451.94 $11.61
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 -77.22% -17.76% $7722.28 $4630.97 $926.20 $7.42
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -73.49% -100.00% $7349.41 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +181.08% +427.45% +$18108.05 $0.00 $0.00 $0.00
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +405.18% +364.90% +$40518.26 $0.00 $0.00 $0.00
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 +22.26% +23.79% +$2225.98 $0.00 $0.00 $0.00
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +0.55% +0.30% +$54.98 $0.00 $0.00 $0.00
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +76.75% +43.77% +$7675.44 $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 %
2006-04-28 $0.3000 1.00%
2006-08-02 $0.4500 1.47%
2006-11-01 $0.5500 1.66%
2007-01-31 $0.6000 1.31%
2007-05-02 $0.6000 1.13%
2007-08-01 $0.6300 1.20%
2007-10-31 $0.6300 1.33%
2008-01-31 $0.6300 1.76%
2008-05-01 $0.4500 3.25%
2008-07-31 $0.4500 3.14%
2008-10-31 $0.4500 3.06%
2009-01-30 $0.4500 3.51%
2009-05-01 $0.4500 3.73%
2009-07-31 $0.4500 2.55%
2009-10-30 $0.4500 2.71%
2010-01-29 $0.4550 2.19%
2010-04-30 $0.4550 1.97%
2010-07-30 $0.4550 2.41%
2010-10-29 $0.4600 2.07%
2011-02-02 $0.4700 1.90%
2011-04-29 $0.4750 2.07%
2011-07-29 $0.4950 2.16%
2011-11-02 $0.5000 2.66%
2012-02-01 $0.5300 2.34%
2012-05-02 $0.5600 2.06%
2012-08-01 $0.5900 2.31%
2012-10-31 $0.6200 1.95%
2013-01-31 $0.6500 1.99%
2013-05-01 $0.6800 1.80%
2013-07-31 $0.6850 2.04%
2013-10-31 $0.6850 2.18%
2014-01-31 $0.6850 2.27%
2014-05-01 $0.6850 2.34%
2014-07-31 $0.6850 2.12%
2014-10-31 $0.6850 2.45%
2015-01-30 $0.6850 2.65%
2015-05-01 $0.6850 2.46%
2015-07-31 $0.6850 2.43%
2015-10-30 $0.6850 2.50%
2016-01-29 $0.6850 3.77%
Total 40 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
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.

FSLY

CAGR -1.94% Total -12.67% Final $8,733
2019-05-17 — 2026-04-14
PHIN

CAGR 28.13% Total 99.97% Final $19,997
2023-06-28 — 2026-04-14
ALCO

CAGR 5.74% Total 1815.84% Final $191,584
1973-05-03 — 2026-04-14