Donegal Group Inc. (DGICA) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$12,862
Total Return
28.62%
CAGR
5.16%
Dividends
$2,444.10
Yield on Cost
24.44%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.71% |
| Median | -0.14% |
| Best | +25.62% |
| Worst | -15.76% |
| % of Windows Positive | 48.9% |
1-Year (252 Trading Days)
| Average | +11.49% |
| Median | +7.38% |
| Best | +66.38% |
| Worst | -16.07% |
| % of Windows Positive | 71.2% |
3-Year (756 Trading Days)
| Average | +30.97% |
| Median | +30.34% |
| Best | +67.30% |
| Worst | -8.10% |
| % of Windows Positive | 94.8% |
Risk Metrics
| Maximum Drawdown | -22.47% |
| Average Drawdown | -9.49% |
| Drawdown Duration | 581 Trading Days |
| Sortino Ratio | 0.48 |
| Calmar Ratio | 0.23 |
| CVaR (5%) | -3.21% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -15.79% (-33.48% ann.) | $1579.05 | $188.94 | $37.79 | $0.30 |
| 2025 | +33.54% | +$3353.60 | $472.88 | $94.57 | $0.76 |
| 2024 | +14.88% | +$1488.26 | $499.68 | $99.93 | $0.80 |
| 2023 | +2.24% | +$224.22 | $481.94 | $96.39 | $0.77 |
| 2022 | +3.09% | +$309.21 | $464.81 | $92.96 | $0.74 |
| 2021 | +5.09% | +$508.63 | $453.60 | $90.72 | $0.73 |
| 2020 | -1.84% | $184.18 | $406.59 | $81.32 | $0.65 |
| 2019 | +12.19% | +$1218.82 | $428.89 | $85.78 | $0.68 |
| 2018 | -18.63% | $1863.30 | $332.50 | $66.50 | $0.53 |
| 2017 | +1.70% | +$170.16 | $322.52 | $64.50 | $0.52 |
| 2016 | +27.77% | +$2777.14 | $394.25 | $78.85 | $0.63 |
| 2015 | -9.36% | $936.19 | $339.53 | $67.90 | $0.54 |
| 2014 | +3.32% | +$331.95 | $333.07 | $66.62 | $0.53 |
| 2013 | +16.46% | +$1645.95 | $364.37 | $72.88 | $0.58 |
| 2012 | +1.97% | +$197.29 | $348.13 | $69.62 | $0.55 |
| 2011 | +0.76% | +$75.74 | $331.68 | $66.33 | $0.53 |
| 2010 | -4.29% | $428.55 | $297.60 | $59.52 | $0.48 |
| 2009 | -5.14% | $514.37 | $267.12 | $53.43 | $0.43 |
| 2008 | -0.43% | $42.89 | $237.59 | $47.52 | $0.38 |
| 2007 | -10.85% | $1084.58 | $181.34 | $36.27 | $0.29 |
| 2006 | +13.96% | +$1395.99 | $186.91 | $37.38 | $0.30 |
| 2005 | +37.33% | +$3732.66 | $228.28 | $45.66 | $0.37 |
| 2004 | +5.98% | +$597.57 | $214.84 | $42.97 | $0.35 |
| 2003 partial | +65.96% (+177.94% ann.) | +$6595.99 | $164.63 | $32.93 | $0.26 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| China-WTO / housing-credit / commodity boom partial | July 3, 2003 – October 9, 2007 | +134.56% | +22.11% | +$13456.06 | $1745.12 | $349.04 | $2.81 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -18.39% | -13.40% | $1839.15 | $367.95 | $73.59 | $0.58 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +8.04% | +2.32% | +$804.19 | $1168.68 | $233.73 | $1.87 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +36.81% | +4.23% | +$3681.04 | $3538.14 | $707.63 | $5.66 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -15.52% | -85.41% | $1551.73 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | -0.62% | -0.99% | $61.88 | $310.61 | $62.12 | $0.50 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +1.57% | +1.49% | +$157.27 | $449.76 | $89.95 | $0.72 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +16.87% | +18.00% | +$1686.63 | $488.39 | $97.68 | $0.78 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +6.08% | +3.24% | +$608.06 | $793.37 | $158.67 | $1.27 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +15.11% | +8.60% | +$1511.23 | $855.79 | $171.16 | $1.37 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2003-07-30 | $0.0619 | 0.69% |
| 2003-10-31 | $0.0619 | 0.58% |
| 2004-01-29 | $0.0619 | 0.49% |
| 2004-04-28 | $0.0675 | 0.55% |
| 2004-07-29 | $0.0675 | 0.57% |
| 2004-10-28 | $0.0675 | 0.53% |
| 2005-01-28 | $0.0675 | 0.57% |
| 2005-04-28 | $0.0750 | 0.54% |
| 2005-07-28 | $0.0750 | 0.47% |
| 2005-10-28 | $0.0750 | 0.46% |
| 2006-01-30 | $0.0750 | 0.43% |
| 2006-04-27 | $0.0830 | 0.46% |
| 2006-07-28 | $0.0830 | 0.43% |
| 2006-10-30 | $0.0830 | 0.41% |
| 2007-01-30 | $0.0830 | 0.45% |
| 2007-04-27 | $0.0900 | 0.58% |
| 2007-08-02 | $0.0900 | 0.61% |
| 2007-10-30 | $0.0900 | 0.51% |
| 2008-01-30 | $0.0900 | 0.54% |
| 2008-04-29 | $0.1050 | 0.62% |
| 2008-07-30 | $0.1050 | 0.62% |
| 2008-10-30 | $0.1050 | 0.67% |
| 2009-01-29 | $0.1050 | 0.67% |
| 2009-04-29 | $0.1130 | 0.79% |
| 2009-07-30 | $0.1130 | 0.71% |
| 2009-10-29 | $0.1130 | 0.75% |
| 2010-01-28 | $0.1130 | 0.76% |
| 2010-04-29 | $0.1150 | 0.79% |
| 2010-07-29 | $0.1150 | 0.97% |
| 2010-10-28 | $0.1150 | 0.84% |
| 2011-01-28 | $0.1150 | 0.84% |
| 2011-04-28 | $0.1200 | 0.88% |
| 2011-07-28 | $0.1200 | 1.02% |
| 2011-10-28 | $0.1200 | 0.96% |
| 2012-01-30 | $0.1200 | 0.79% |
| 2012-04-27 | $0.1230 | 0.89% |
| 2012-07-30 | $0.1230 | 0.90% |
| 2012-10-31 | $0.1220 | 0.91% |
| 2013-01-30 | $0.1220 | 0.88% |
| 2013-04-29 | $0.1280 | 0.86% |
| 2013-07-30 | $0.1280 | 0.92% |
| 2013-10-30 | $0.1280 | 0.80% |
| 2014-01-30 | $0.1280 | 0.85% |
| 2014-04-29 | $0.1320 | 0.90% |
| 2014-07-30 | $0.1320 | 0.88% |
| 2014-10-30 | $0.1320 | 0.83% |
| 2015-01-29 | $0.1320 | 0.82% |
| 2015-04-29 | $0.1350 | 0.87% |
| 2015-07-30 | $0.1350 | 0.90% |
| 2015-10-29 | $0.1350 | 0.94% |
| 2016-01-29 | $0.1350 | 1.00% |
| 2016-04-28 | $0.1380 | 0.88% |
| 2016-07-28 | $0.1380 | 0.84% |
| 2016-10-28 | $0.1380 | 0.88% |
| 2017-01-30 | $0.1380 | 0.83% |
| 2017-04-27 | $0.1400 | 0.84% |
| 2017-07-28 | $0.1400 | 0.94% |
| 2017-10-31 | $0.1400 | 0.85% |
| 2018-01-31 | $0.1400 | 0.78% |
| 2018-04-30 | $0.1430 | 1.03% |
| 2018-07-31 | $0.1430 | 1.05% |
| 2018-10-31 | $0.1430 | 1.06% |
| 2019-01-31 | $0.1430 | 1.07% |
| 2019-04-30 | $0.1450 | 1.07% |
| 2019-07-31 | $0.1450 | 0.98% |
| 2019-10-31 | $0.1450 | 0.99% |
| 2020-01-31 | $0.1450 | 1.03% |
| 2020-04-30 | $0.1500 | 0.97% |
| 2020-07-31 | $0.1500 | 1.04% |
| 2020-10-30 | $0.1500 | 1.01% |
| 2021-02-01 | $0.1500 | 1.08% |
| 2021-04-30 | $0.1600 | 1.03% |
| 2021-07-30 | $0.1600 | 1.04% |
| 2021-10-29 | $0.1600 | 1.12% |
| 2022-01-31 | $0.1600 | 1.11% |
| 2022-04-29 | $0.1650 | 1.19% |
| 2022-07-29 | $0.1650 | 1.13% |
| 2022-10-31 | $0.1650 | 1.12% |
| 2023-01-31 | $0.1650 | 1.09% |
| 2023-04-28 | $0.1700 | 1.15% |
| 2023-07-31 | $0.1700 | 1.14% |
| 2023-10-31 | $0.1700 | 1.19% |
| 2024-01-31 | $0.1700 | 1.11% |
| 2024-05-07 | $0.1730 | 1.28% |
| 2024-08-01 | $0.1730 | 1.17% |
| 2024-11-01 | $0.1730 | 1.14% |
| 2025-02-04 | $0.1730 | 1.16% |
| 2025-05-01 | $0.1830 | 0.95% |
| 2025-08-01 | $0.1830 | 1.07% |
| 2025-11-03 | $0.1830 | 0.98% |
| 2026-02-03 | $0.1830 | 0.97% |
| 2026-05-01 | $0.1930 | 1.16% |
| Total | 92 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 |
|---|---|---|---|---|
| 2021-07-30 | $103.96 | $20.79 | $0.17 | 5.3655 |
| 2021-10-29 | $104.82 | $20.97 | $0.17 | 5.8730 |
| 2022-01-31 | $105.76 | $21.15 | $0.17 | 5.8843 |
| 2022-04-29 | $110.04 | $22.01 | $0.18 | 6.4933 |
| 2022-07-29 | $111.11 | $22.22 | $0.18 | 6.2648 |
| 2022-10-31 | $112.14 | $22.43 | $0.18 | 6.1158 |
| 2023-01-31 | $113.15 | $22.63 | $0.18 | 5.9513 |
| 2023-04-28 | $117.59 | $23.52 | $0.19 | 6.6680 |
| 2023-07-31 | $118.73 | $23.75 | $0.19 | 6.5059 |
| 2023-10-31 | $119.83 | $23.97 | $0.19 | 6.7758 |
| 2024-01-31 | $120.99 | $24.20 | $0.19 | 6.4353 |
| 2024-05-07 | $124.23 | $24.85 | $0.20 | 7.4242 |
| 2024-08-01 | $125.52 | $25.10 | $0.20 | 7.1580 |
| 2024-11-01 | $126.76 | $25.35 | $0.20 | 6.6799 |
| 2025-02-04 | $127.91 | $25.58 | $0.20 | 6.9096 |
| 2025-05-01 | $136.57 | $27.31 | $0.22 | 5.6320 |
| 2025-08-01 | $137.60 | $27.52 | $0.22 | 6.5588 |
| 2025-11-03 | $138.80 | $27.76 | $0.22 | 5.9901 |
| 2026-02-03 | $139.90 | $27.98 | $0.22 | 5.9411 |
| 2026-05-01 | $148.69 | $29.74 | $0.24 | 7.2341 |
| Total | $2444.10 | $488.81 | $3.91 | 127.8609 |
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.