Evercore Inc. (EVR) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$25,733
Total Return
157.33%
CAGR
20.81%
Dividends
$1,131.36
Yield on Cost
11.31%
Rolling Returns
1-Month (21 Trading Days)
| Average | +2.24% |
| Median | +2.15% |
| Best | +35.87% |
| Worst | -33.15% |
| % of Windows Positive | 58.5% |
1-Year (252 Trading Days)
| Average | +32.76% |
| Median | +33.09% |
| Best | +133.36% |
| Worst | -43.30% |
| % of Windows Positive | 80.8% |
3-Year (756 Trading Days)
| Average | +154.53% |
| Median | +136.26% |
| Best | +334.15% |
| Worst | +43.51% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -49.86% |
| Average Drawdown | -16.04% |
| Drawdown Duration | 540 Trading Days |
| Sortino Ratio | 1.02 |
| Calmar Ratio | 0.42 |
| CVaR (5%) | -5.14% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +0.38% (+0.90% ann.) | +$37.88 | $50.90 | $10.18 | $0.08 |
| 2025 | +23.95% | +$2394.72 | $120.25 | $24.05 | $0.19 |
| 2024 | +63.86% | +$6385.97 | $185.62 | $37.13 | $0.30 |
| 2023 | +59.79% | +$5978.63 | $277.08 | $55.42 | $0.44 |
| 2022 | -18.06% | $1805.77 | $210.61 | $42.12 | $0.34 |
| 2021 | +25.82% | +$2582.31 | $243.16 | $48.63 | $0.39 |
| 2020 | +50.73% | +$5073.42 | $317.85 | $63.57 | $0.51 |
| 2019 | +6.79% | +$679.03 | $315.52 | $63.11 | $0.51 |
| 2018 | -19.23% | $1923.28 | $212.30 | $42.46 | $0.34 |
| 2017 | +32.93% | +$3292.78 | $207.86 | $41.57 | $0.33 |
| 2016 | +29.52% | +$2951.75 | $236.75 | $47.35 | $0.38 |
| 2015 | +5.08% | +$507.58 | $221.08 | $44.22 | $0.36 |
| 2014 | -11.04% | $1103.53 | $173.28 | $34.66 | $0.27 |
| 2013 | +101.27% | +$10127.32 | $303.46 | $60.69 | $0.49 |
| 2012 | +16.27% | +$1626.68 | $310.94 | $62.19 | $0.50 |
| 2011 | -20.08% | $2007.94 | $219.15 | $43.83 | $0.35 |
| 2010 | +13.80% | +$1379.69 | $208.57 | $41.71 | $0.33 |
| 2009 | +148.59% | +$14858.91 | $412.57 | $82.52 | $0.67 |
| 2008 | -40.28% | $4028.19 | $224.66 | $44.94 | $0.38 |
| 2007 | -40.75% | $4074.72 | $111.74 | $22.36 | $0.18 |
| 2006 partial | +43.95% (+164.10% ann.) | +$4394.53 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| China-WTO / housing-credit / commodity boom partial | August 14, 2006 – October 9, 2007 | +9.91% | +8.54% | +$990.81 | $113.55 | $22.72 | $0.18 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -59.29% | -47.07% | $5929.19 | $271.44 | $54.30 | $0.45 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +101.20% | +23.01% | +$10119.79 | $2005.88 | $401.14 | $3.20 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +324.33% | +21.05% | +$32432.58 | $5078.95 | $1015.79 | $8.16 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -55.63% | -99.99% | $5562.61 | $71.05 | $14.21 | $0.11 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +89.71% | +180.19% | +$8971.04 | $265.98 | $53.19 | $0.43 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +70.49% | +65.89% | +$7049.04 | $378.56 | $75.71 | $0.61 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -25.27% | -26.61% | $2527.23 | $153.57 | $30.71 | $0.25 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +128.44% | +56.16% | +$12844.38 | $555.05 | $111.01 | $0.89 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +40.14% | +21.88% | +$4014.04 | $238.96 | $47.79 | $0.38 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2007-03-08 | $0.0700 | 0.22% |
| 2007-05-30 | $0.1000 | 0.32% |
| 2007-08-29 | $0.1200 | 0.58% |
| 2007-11-28 | $0.1200 | 0.58% |
| 2008-02-27 | $0.1200 | 0.57% |
| 2008-05-28 | $0.1200 | 0.85% |
| 2008-08-27 | $0.1200 | 0.93% |
| 2008-11-25 | $0.1200 | 1.56% |
| 2009-02-25 | $0.1200 | 0.96% |
| 2009-05-27 | $0.1200 | 0.70% |
| 2009-08-26 | $0.1200 | 0.48% |
| 2009-11-24 | $0.1500 | 0.46% |
| 2010-02-24 | $0.1500 | 0.50% |
| 2010-05-26 | $0.1500 | 0.50% |
| 2010-08-25 | $0.1500 | 0.60% |
| 2010-11-23 | $0.1800 | 0.58% |
| 2011-02-23 | $0.1800 | 0.53% |
| 2011-05-25 | $0.1800 | 0.51% |
| 2011-08-24 | $0.1800 | 0.76% |
| 2011-11-22 | $0.2000 | 0.78% |
| 2012-02-22 | $0.2000 | 0.70% |
| 2012-05-23 | $0.2000 | 0.80% |
| 2012-08-29 | $0.2000 | 0.79% |
| 2012-11-28 | $0.2200 | 0.80% |
| 2013-02-20 | $0.2200 | 0.54% |
| 2013-05-29 | $0.2200 | 0.54% |
| 2013-08-27 | $0.2200 | 0.47% |
| 2013-11-26 | $0.2500 | 0.45% |
| 2014-02-26 | $0.2500 | 0.44% |
| 2014-05-28 | $0.2500 | 0.45% |
| 2014-08-27 | $0.2500 | 0.49% |
| 2014-11-25 | $0.2800 | 0.55% |
| 2015-02-25 | $0.2800 | 0.54% |
| 2015-05-27 | $0.2800 | 0.57% |
| 2015-08-26 | $0.2800 | 0.55% |
| 2015-11-24 | $0.3100 | 0.57% |
| 2016-02-24 | $0.3100 | 0.69% |
| 2016-05-25 | $0.3100 | 0.60% |
| 2016-08-24 | $0.3100 | 0.61% |
| 2016-11-22 | $0.3400 | 0.51% |
| 2017-02-22 | $0.3400 | 0.42% |
| 2017-05-24 | $0.3400 | 0.49% |
| 2017-08-23 | $0.3400 | 0.45% |
| 2017-11-22 | $0.4000 | 0.46% |
| 2018-02-22 | $0.4000 | 0.42% |
| 2018-05-24 | $0.5000 | 0.45% |
| 2018-08-30 | $0.5000 | 0.47% |
| 2018-11-29 | $0.5000 | 0.59% |
| 2019-02-21 | $0.5000 | 0.54% |
| 2019-05-30 | $0.5800 | 0.72% |
| 2019-08-29 | $0.5800 | 0.75% |
| 2019-11-27 | $0.5800 | 0.73% |
| 2020-02-27 | $0.5800 | 0.82% |
| 2020-05-28 | $0.5800 | 0.97% |
| 2020-08-27 | $0.5800 | 0.91% |
| 2020-11-25 | $0.6100 | 0.65% |
| 2021-02-25 | $0.6100 | 0.49% |
| 2021-05-27 | $0.6800 | 0.46% |
| 2021-08-26 | $0.6800 | 0.49% |
| 2021-11-24 | $0.6800 | 0.45% |
| 2022-02-24 | $0.6800 | 0.55% |
| 2022-05-26 | $0.7200 | 0.66% |
| 2022-08-25 | $0.7200 | 0.73% |
| 2022-11-23 | $0.7200 | 0.64% |
| 2023-02-23 | $0.7200 | 0.57% |
| 2023-05-25 | $0.7600 | 0.70% |
| 2023-08-24 | $0.7600 | 0.57% |
| 2023-11-22 | $0.7600 | 0.53% |
| 2024-02-22 | $0.7600 | 0.42% |
| 2024-05-31 | $0.8000 | 0.40% |
| 2024-08-30 | $0.8000 | 0.33% |
| 2024-11-29 | $0.8000 | 0.26% |
| 2025-02-28 | $0.8000 | 0.34% |
| 2025-05-30 | $0.8400 | 0.36% |
| 2025-08-29 | $0.8400 | 0.26% |
| 2025-11-28 | $0.8400 | 0.26% |
| 2026-02-27 | $0.8400 | 0.26% |
| 2026-05-29 | $0.8900 | 0.26% |
| Total | 78 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 |
|---|---|---|---|---|
| 2021-08-26 | $47.89 | $9.58 | $0.08 | 0.2812 |
| 2021-11-24 | $48.08 | $9.62 | $0.08 | 0.2583 |
| 2022-02-24 | $48.25 | $9.65 | $0.08 | 0.3113 |
| 2022-05-26 | $51.32 | $10.26 | $0.08 | 0.3663 |
| 2022-08-25 | $51.58 | $10.32 | $0.08 | 0.4119 |
| 2022-11-23 | $51.88 | $10.38 | $0.08 | 0.3668 |
| 2023-02-23 | $52.14 | $10.43 | $0.08 | 0.3285 |
| 2023-05-25 | $55.29 | $11.06 | $0.09 | 0.4063 |
| 2023-08-24 | $55.60 | $11.12 | $0.09 | 0.3329 |
| 2023-11-22 | $55.85 | $11.17 | $0.09 | 0.3061 |
| 2024-02-22 | $56.08 | $11.22 | $0.09 | 0.2426 |
| 2024-05-31 | $59.23 | $11.85 | $0.10 | 0.2330 |
| 2024-08-30 | $59.41 | $11.88 | $0.10 | 0.1930 |
| 2024-11-29 | $59.57 | $11.91 | $0.10 | 0.1545 |
| 2025-02-28 | $59.69 | $11.94 | $0.10 | 0.1971 |
| 2025-05-30 | $62.84 | $12.57 | $0.10 | 0.2167 |
| 2025-08-29 | $63.02 | $12.60 | $0.10 | 0.1565 |
| 2025-11-28 | $63.16 | $12.63 | $0.10 | 0.1575 |
| 2026-02-27 | $63.29 | $12.66 | $0.10 | 0.1636 |
| 2026-05-29 | $67.20 | $13.44 | $0.11 | 0.1574 |
| Total | $1131.36 | $226.27 | $1.81 | 5.2417 |
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.