Compass Diversified (CODI) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$4,915
Total Return
-50.85%
CAGR
-13.24%
Dividends
$2,122.46
Yield on Cost
21.22%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.27% |
| Median | +0.07% |
| Best | +111.65% |
| Worst | -61.88% |
| % of Windows Positive | 50.3% |
1-Year (252 Trading Days)
| Average | -16.64% |
| Median | -7.23% |
| Best | +86.41% |
| Worst | -79.54% |
| % of Windows Positive | 36.0% |
3-Year (756 Trading Days)
| Average | -37.64% |
| Median | -34.98% |
| Best | +11.55% |
| Worst | -72.84% |
| % of Windows Positive | 4.2% |
Risk Metrics
| Maximum Drawdown | -83.83% |
| Average Drawdown | -36.78% |
| Drawdown Duration | 1122 Trading Days (Unrecovered) |
| Sortino Ratio | 0.05 |
| Calmar Ratio | -0.16 |
| CVaR (5%) | -6.81% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +122.71% (+567.95% ann.) | +$12270.83 | $0.00 | $0.00 | $0.00 |
| 2025 | -78.76% | $7875.63 | $217.64 | $43.53 | $0.35 |
| 2024 | +6.55% | +$655.33 | $451.55 | $90.31 | $0.72 |
| 2023 | +28.19% | +$2819.13 | $556.73 | $111.34 | $0.89 |
| 2022 | -38.25% | $3825.09 | $330.89 | $66.18 | $0.53 |
| 2021 | +68.65% | +$6864.86 | $1228.40 | $245.68 | $1.97 |
| 2020 | -16.79% | $1679.00 | $592.19 | $118.44 | $0.95 |
| 2019 | +113.44% | +$11343.90 | $1188.98 | $237.80 | $1.90 |
| 2018 | -21.40% | $2140.08 | $871.81 | $174.36 | $1.39 |
| 2017 | +1.11% | +$111.05 | $824.72 | $164.94 | $1.32 |
| 2016 | +20.89% | +$2088.51 | $932.00 | $186.41 | $1.49 |
| 2015 | +4.69% | +$469.01 | $909.30 | $181.86 | $1.45 |
| 2014 | -11.96% | $1196.35 | $750.54 | $150.11 | $1.20 |
| 2013 | +42.64% | +$4264.46 | $1005.11 | $201.02 | $1.61 |
| 2012 | +28.42% | +$2841.56 | $1197.52 | $239.51 | $1.91 |
| 2011 | -24.62% | $2462.03 | $823.91 | $164.78 | $1.33 |
| 2010 | +49.42% | +$4942.07 | $1098.46 | $219.69 | $1.76 |
| 2009 | +26.78% | +$2677.51 | $1261.94 | $252.39 | $2.02 |
| 2008 | -18.01% | $1800.93 | $909.68 | $181.94 | $1.45 |
| 2007 | -7.90% | $790.05 | $729.70 | $145.94 | $1.17 |
| 2006 partial | +17.45% (+29.83% ann.) | +$1744.92 | $267.06 | $53.41 | $0.42 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| China-WTO / housing-credit / commodity boom partial | May 18, 2006 – October 9, 2007 | +20.54% | +14.35% | +$2054.06 | $892.01 | $178.40 | $1.42 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -54.23% | -42.49% | $5422.57 | $1202.72 | $240.55 | $1.92 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +154.35% | +31.86% | +$15434.97 | $7759.67 | $1551.92 | $12.44 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +167.64% | +13.89% | +$16763.92 | $10052.89 | $2010.58 | $16.08 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -47.84% | -99.94% | $4783.94 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +43.79% | +79.39% | +$4379.11 | $856.29 | $171.26 | $1.37 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +75.11% | +70.15% | +$7511.37 | $1316.39 | $263.28 | $2.11 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -30.29% | -31.82% | $3028.67 | $351.21 | $70.24 | $0.56 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +14.03% | +7.34% | +$1402.89 | $901.43 | $180.29 | $1.44 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -48.89% | -32.53% | $4889.34 | $351.06 | $70.21 | $0.56 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2006-07-07 | $0.1330 | 0.91% |
| 2006-10-11 | $0.2630 | 1.58% |
| 2007-01-16 | $0.3000 | 1.65% |
| 2007-04-18 | $0.3000 | 1.75% |
| 2007-07-23 | $0.3000 | 1.72% |
| 2007-10-19 | $0.3250 | 1.97% |
| 2008-01-23 | $0.3250 | 2.44% |
| 2008-04-18 | $0.3250 | 2.60% |
| 2008-07-22 | $0.3250 | 2.94% |
| 2008-10-22 | $0.3400 | 2.58% |
| 2009-01-21 | $0.3400 | 3.48% |
| 2009-04-21 | $0.3400 | 3.73% |
| 2009-07-22 | $0.3400 | 3.81% |
| 2009-10-21 | $0.3400 | 2.82% |
| 2010-01-20 | $0.3400 | 2.59% |
| 2010-04-21 | $0.3400 | 2.25% |
| 2010-07-21 | $0.3400 | 2.35% |
| 2010-10-20 | $0.3400 | 1.95% |
| 2011-01-19 | $0.3400 | 1.85% |
| 2011-03-25 | $0.3600 | 2.36% |
| 2011-07-19 | $0.3600 | 2.20% |
| 2011-10-21 | $0.3600 | 2.60% |
| 2012-01-19 | $0.3600 | 2.47% |
| 2012-04-20 | $0.3600 | 2.38% |
| 2012-07-20 | $0.3600 | 2.48% |
| 2012-10-22 | $0.3600 | 2.31% |
| 2013-01-23 | $0.3600 | 2.22% |
| 2013-04-19 | $0.3600 | 2.15% |
| 2013-07-19 | $0.3600 | 1.93% |
| 2013-10-21 | $0.3600 | 1.90% |
| 2014-01-21 | $0.3600 | 1.83% |
| 2014-04-21 | $0.3600 | 1.93% |
| 2014-07-21 | $0.3600 | 1.94% |
| 2014-10-21 | $0.3600 | 1.97% |
| 2015-01-20 | $0.3600 | 2.16% |
| 2015-04-20 | $0.3600 | 2.06% |
| 2015-07-20 | $0.3600 | 2.12% |
| 2015-10-20 | $0.3600 | 2.12% |
| 2016-01-19 | $0.3600 | 2.36% |
| 2016-04-19 | $0.3600 | 2.18% |
| 2016-07-19 | $0.3600 | 2.12% |
| 2016-10-18 | $0.3600 | 2.03% |
| 2017-01-17 | $0.3600 | 1.98% |
| 2017-04-18 | $0.3600 | 2.11% |
| 2017-07-18 | $0.3600 | 2.03% |
| 2017-10-18 | $0.3600 | 1.98% |
| 2018-01-17 | $0.3600 | 2.09% |
| 2018-04-18 | $0.3600 | 2.17% |
| 2018-07-18 | $0.3600 | 2.01% |
| 2018-10-17 | $0.3600 | 2.04% |
| 2019-01-16 | $0.3600 | 2.40% |
| 2019-04-17 | $0.3600 | 2.15% |
| 2019-07-17 | $0.3600 | 1.81% |
| 2019-10-16 | $0.3600 | 1.80% |
| 2020-01-15 | $0.3600 | 1.43% |
| 2020-04-15 | $0.3600 | 2.21% |
| 2020-07-15 | $0.3600 | 2.11% |
| 2020-10-14 | $0.3600 | 1.84% |
| 2021-01-14 | $0.3600 | 1.67% |
| 2021-04-14 | $0.3600 | 1.42% |
| 2021-07-14 | $0.3600 | 1.40% |
| 2021-08-30 | $0.8800 | 2.97% |
| 2021-10-14 | $0.3600 | 1.16% |
| 2022-01-12 | $0.2500 | 0.89% |
| 2022-04-20 | $0.2500 | 1.04% |
| 2022-07-20 | $0.2500 | 1.11% |
| 2022-10-19 | $0.2500 | 1.32% |
| 2023-01-18 | $0.2500 | 1.17% |
| 2023-04-19 | $0.2500 | 1.29% |
| 2023-07-19 | $0.2500 | 1.11% |
| 2023-10-18 | $0.2500 | 1.34% |
| 2024-01-17 | $0.2500 | 1.16% |
| 2024-04-17 | $0.2500 | 1.12% |
| 2024-07-18 | $0.2500 | 1.04% |
| 2024-10-17 | $0.2500 | 1.15% |
| 2025-01-16 | $0.2500 | 1.16% |
| 2025-04-17 | $0.2500 | 1.49% |
| Total | 77 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 |
|---|---|---|---|---|
| 2021-07-14 | $138.62 | $27.72 | $0.22 | 4.4094 |
| 2021-08-30 | $342.73 | $68.55 | $0.55 | 9.5745 |
| 2021-10-14 | $143.65 | $28.73 | $0.23 | 3.7654 |
| 2022-01-12 | $100.70 | $20.14 | $0.16 | 2.8684 |
| 2022-04-20 | $101.42 | $20.28 | $0.16 | 3.4224 |
| 2022-07-20 | $102.28 | $20.45 | $0.16 | 3.6405 |
| 2022-10-19 | $103.18 | $20.64 | $0.16 | 4.4944 |
| 2023-01-18 | $104.31 | $20.86 | $0.17 | 4.0784 |
| 2023-04-19 | $105.33 | $21.07 | $0.17 | 4.4190 |
| 2023-07-19 | $106.43 | $21.29 | $0.17 | 3.8347 |
| 2023-10-18 | $107.39 | $21.48 | $0.17 | 4.7529 |
| 2024-01-17 | $108.58 | $21.72 | $0.17 | 4.0623 |
| 2024-04-17 | $109.60 | $21.92 | $0.18 | 3.9522 |
| 2024-07-18 | $110.58 | $22.12 | $0.18 | 3.7682 |
| 2024-10-17 | $111.53 | $22.30 | $0.18 | 4.0474 |
| 2025-01-16 | $112.54 | $22.51 | $0.18 | 4.1849 |
| 2025-04-17 | $113.58 | $22.72 | $0.18 | 5.4795 |
| Total | $2122.46 | $424.49 | $3.40 | 74.7543 |
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.