Dave Inc. (DAVE) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$8,008
Total Return
-19.92%
CAGR
-4.35%
Dividends
$0.00
Yield on Cost
0.00%
Rolling Returns
1-Month (21 Trading Days)
| Average | +5.12% |
| Median | -0.10% |
| Best | +177.08% |
| Worst | -69.96% |
| % of Windows Positive | 48.9% |
1-Year (252 Trading Days)
| Average | +216.91% |
| Median | +123.33% |
| Best | +1639.00% |
| Worst | -98.12% |
| % of Windows Positive | 60.1% |
3-Year (756 Trading Days)
| Average | +1027.68% |
| Median | +194.67% |
| Best | +5583.27% |
| Worst | -90.57% |
| % of Windows Positive | 53.8% |
Risk Metrics
| Maximum Drawdown | -99.01% |
| Average Drawdown | -70.49% |
| Drawdown Duration | 1087 Trading Days (Unrecovered) |
| Sortino Ratio | 0.68 |
| Calmar Ratio | -0.04 |
| CVaR (5%) | -12.74% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +12.61% (+32.53% ann.) | +$1261.00 | $0.00 | $0.00 | $0.00 |
| 2025 | +154.73% | +$15472.89 | $0.00 | $0.00 | $0.00 |
| 2024 | +936.61% | +$93660.71 | $0.00 | $0.00 | $0.00 |
| 2023 | -9.64% | $964.45 | $0.00 | $0.00 | $0.00 |
| 2022 | -97.17% | $9717.07 | $0.00 | $0.00 | $0.00 |
| 2021 partial | +4.59% (+6.81% ann.) | +$459.18 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Reopening reflation / fiscal boom / supply bottlenecks partial | April 26, 2021 – November 29, 2021 | +1.46% | +2.47% | +$145.92 | $0.00 | $0.00 | $0.00 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -97.20% | -97.75% | $9720.00 | $0.00 | $0.00 | $0.00 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +301.73% | +111.75% | +$30172.57 | $0.00 | $0.00 | $0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +550.48% | +199.76% | +$55048.11 | $0.00 | $0.00 | $0.00 |
Dividend History
| Date | Per Share | Yield % |
|---|---|---|
| Total | 0 payments |
No dividends recorded.
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.