Expensify, Inc. (EXFY) Stock Total Returns
Growth of $10,000 chart
2021-11-10 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$283
Total Return
-97.17%
CAGR
-54.25%
Dividends
$0.00
Yield on Cost
0.00%
Rolling Returns
1-Month (21 Trading Days)
| Average | -4.49% |
| Median | -8.59% |
| Best | +100.00% |
| Worst | -45.70% |
| % of Windows Positive | 34.5% |
1-Year (252 Trading Days)
| Average | -35.95% |
| Median | -59.42% |
| Best | +142.27% |
| Worst | -85.94% |
| % of Windows Positive | 21.0% |
3-Year (756 Trading Days)
| Average | -86.94% |
| Median | -87.61% |
| Best | -79.26% |
| Worst | -94.23% |
| % of Windows Positive | 0.0% |
Risk Metrics
| Maximum Drawdown | -98.46% |
| Average Drawdown | -84.26% |
| Drawdown Duration | 1132 Trading Days (Unrecovered) |
| Sortino Ratio | -0.83 |
| Calmar Ratio | -0.55 |
| CVaR (5%) | -10.62% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -23.18% (-46.50% ann.) | $2317.88 | $0.00 | $0.00 | $0.00 |
| 2025 | -54.93% | $5492.60 | $0.00 | $0.00 | $0.00 |
| 2024 | +35.63% | +$3562.74 | $0.00 | $0.00 | $0.00 |
| 2023 | -72.03% | $7202.71 | $0.00 | $0.00 | $0.00 |
| 2022 | -79.93% | $7993.18 | $0.00 | $0.00 | $0.00 |
| 2021 partial | +7.16% (+64.09% ann.) | +$716.02 | $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 | November 10, 2021 – November 29, 2021 | +17.54% | +2133.03% | +$1753.53 | $0.00 | $0.00 | $0.00 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -72.53% | -74.64% | $7252.99 | $0.00 | $0.00 | $0.00 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -82.39% | -60.82% | $8239.40 | $0.00 | $0.00 | $0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -48.21% | -32.01% | $4821.46 | $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.