Exponent, Inc. (EXPO) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$6,929
Total Return
-30.71%
CAGR
-7.08%
Dividends
$605.45
Yield on Cost
6.05%
Rolling Returns
1-Month (21 Trading Days)
| Average | -0.26% |
| Median | -0.40% |
| Best | +28.91% |
| Worst | -23.56% |
| % of Windows Positive | 47.2% |
1-Year (252 Trading Days)
| Average | -7.04% |
| Median | -10.16% |
| Best | +48.73% |
| Worst | -41.37% |
| % of Windows Positive | 35.3% |
3-Year (756 Trading Days)
| Average | -15.88% |
| Median | -20.24% |
| Best | +20.62% |
| Worst | -37.05% |
| % of Windows Positive | 14.6% |
Risk Metrics
| Maximum Drawdown | -55.27% |
| Average Drawdown | -25.64% |
| Drawdown Duration | 1124 Trading Days (Unrecovered) |
| Sortino Ratio | -0.14 |
| Calmar Ratio | -0.13 |
| CVaR (5%) | -4.27% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -15.76% (-33.43% ann.) | $1576.34 | $44.63 | $8.93 | $0.07 |
| 2025 | -21.06% | $2106.21 | $135.29 | $27.06 | $0.22 |
| 2024 | +2.19% | +$218.67 | $127.70 | $25.54 | $0.20 |
| 2023 | -10.35% | $1034.71 | $105.29 | $21.06 | $0.17 |
| 2022 | -14.42% | $1442.49 | $82.50 | $16.50 | $0.13 |
| 2021 | +30.45% | +$3045.37 | $89.08 | $17.82 | $0.14 |
| 2020 | +31.53% | +$3153.01 | $110.49 | $22.10 | $0.18 |
| 2019 | +37.21% | +$3721.35 | $126.62 | $25.32 | $0.20 |
| 2018 | +43.91% | +$4390.80 | $146.79 | $29.36 | $0.23 |
| 2017 | +19.14% | +$1914.01 | $139.88 | $27.98 | $0.22 |
| 2016 | +22.03% | +$2203.40 | $144.76 | $28.95 | $0.23 |
| 2015 | +22.39% | +$2239.25 | $146.06 | $29.21 | $0.23 |
| 2014 | +7.92% | +$791.69 | $129.95 | $25.99 | $0.21 |
| 2013 | +39.48% | +$3948.49 | $107.82 | $21.56 | $0.17 |
| 2012 | +21.45% | +$2144.88 | $0.00 | $0.00 | $0.00 |
| 2011 | +22.46% | +$2245.61 | $0.00 | $0.00 | $0.00 |
| 2010 | +34.84% | +$3484.20 | $0.00 | $0.00 | $0.00 |
| 2009 | -7.45% | $744.68 | $0.00 | $0.00 | $0.00 |
| 2008 | +11.24% | +$1124.26 | $0.00 | $0.00 | $0.00 |
| 2007 | +44.91% | +$4490.89 | $0.00 | $0.00 | $0.00 |
| 2006 | +31.50% | +$3150.11 | $0.00 | $0.00 | $0.00 |
| 2005 | +3.24% | +$323.75 | $0.00 | $0.00 | $0.00 |
| 2004 | +28.46% | +$2845.79 | $0.00 | $0.00 | $0.00 |
| 2003 | +45.78% | +$4577.65 | $0.00 | $0.00 | $0.00 |
| 2002 | +19.16% | +$1915.59 | $0.00 | $0.00 | $0.00 |
| 2001 | +28.84% | +$2883.65 | $0.00 | $0.00 | $0.00 |
| 2000 | +44.34% | +$4433.95 | $0.00 | $0.00 | $0.00 |
| 1999 | +10.42% | +$1041.68 | $0.00 | $0.00 | $0.00 |
| 1998 | -42.86% | $4285.72 | $0.00 | $0.00 | $0.00 |
| 1997 | +71.43% | +$7142.85 | $0.00 | $0.00 | $0.00 |
| 1996 | -7.55% | $754.72 | $0.00 | $0.00 | $0.00 |
| 1995 | +55.88% | +$5588.27 | $0.00 | $0.00 | $0.00 |
| 1994 | -19.05% | $1904.78 | $0.00 | $0.00 | $0.00 |
| 1993 | -27.59% | $2758.62 | $0.00 | $0.00 | $0.00 |
| 1992 | -46.30% | $4629.63 | $0.00 | $0.00 | $0.00 |
| 1991 | -21.74% | $2173.92 | $0.00 | $0.00 | $0.00 |
| 1990 partial | +18.97% (+59.42% ann.) | +$1896.55 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +34.91% | +6.75% | +$3490.57 | $0.00 | $0.00 | $0.00 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +56.22% | +18.93% | +$5622.21 | $0.00 | $0.00 | $0.00 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +269.41% | +29.89% | +$26941.49 | $0.00 | $0.00 | $0.00 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -10.57% | -7.60% | $1056.79 | $0.00 | $0.00 | $0.00 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +119.51% | +26.23% | +$11951.32 | $0.00 | $0.00 | $0.00 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +568.06% | +28.53% | +$56806.40 | $2086.93 | $417.38 | $3.34 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -24.77% | -96.11% | $2476.54 | $23.34 | $4.67 | $0.04 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +20.16% | +34.39% | +$2016.41 | $61.02 | $12.20 | $0.10 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +52.51% | +49.24% | +$5250.71 | $101.85 | $20.37 | $0.16 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -16.36% | -17.28% | $1635.80 | $79.18 | $15.84 | $0.13 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +6.77% | +3.60% | +$677.27 | $206.76 | $41.35 | $0.33 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -45.26% | -29.76% | $4526.20 | $166.18 | $33.24 | $0.27 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2013-03-06 | $0.0375 | 0.29% |
| 2013-06-05 | $0.0375 | 0.26% |
| 2013-09-04 | $0.0375 | 0.23% |
| 2013-11-26 | $0.0375 | 0.19% |
| 2014-03-05 | $0.0625 | 0.33% |
| 2014-06-04 | $0.0625 | 0.35% |
| 2014-09-03 | $0.0625 | 0.34% |
| 2014-11-25 | $0.0625 | 0.32% |
| 2015-03-04 | $0.0750 | 0.34% |
| 2015-06-10 | $0.0750 | 0.35% |
| 2015-09-02 | $0.0750 | 0.36% |
| 2015-11-24 | $0.0750 | 0.29% |
| 2016-03-02 | $0.0900 | 0.38% |
| 2016-06-08 | $0.0900 | 0.33% |
| 2016-08-31 | $0.0900 | 0.35% |
| 2016-11-30 | $0.0900 | 0.29% |
| 2017-03-01 | $0.1050 | 0.37% |
| 2017-06-07 | $0.1050 | 0.35% |
| 2017-08-30 | $0.1050 | 0.32% |
| 2017-11-30 | $0.1050 | 0.27% |
| 2018-03-01 | $0.1300 | 0.33% |
| 2018-06-07 | $0.1300 | 0.25% |
| 2018-09-06 | $0.1300 | 0.24% |
| 2018-12-06 | $0.1300 | 0.27% |
| 2019-03-07 | $0.1600 | 0.29% |
| 2019-06-06 | $0.1600 | 0.28% |
| 2019-09-05 | $0.1600 | 0.23% |
| 2019-12-05 | $0.1600 | 0.25% |
| 2020-03-12 | $0.1900 | 0.25% |
| 2020-06-11 | $0.1900 | 0.24% |
| 2020-09-10 | $0.1900 | 0.25% |
| 2020-12-03 | $0.1900 | 0.23% |
| 2021-03-11 | $0.2000 | 0.20% |
| 2021-06-10 | $0.2000 | 0.23% |
| 2021-09-09 | $0.2000 | 0.17% |
| 2021-12-02 | $0.2000 | 0.18% |
| 2022-03-10 | $0.2400 | 0.25% |
| 2022-06-09 | $0.2400 | 0.27% |
| 2022-09-08 | $0.2400 | 0.25% |
| 2022-12-08 | $0.2400 | 0.24% |
| 2023-03-09 | $0.2600 | 0.25% |
| 2023-06-08 | $0.2600 | 0.27% |
| 2023-09-07 | $0.2600 | 0.29% |
| 2023-12-07 | $0.2600 | 0.32% |
| 2024-03-07 | $0.2800 | 0.34% |
| 2024-06-07 | $0.2800 | 0.29% |
| 2024-09-06 | $0.2800 | 0.27% |
| 2024-12-06 | $0.2800 | 0.29% |
| 2025-03-07 | $0.3000 | 0.36% |
| 2025-06-06 | $0.3000 | 0.39% |
| 2025-09-05 | $0.3000 | 0.41% |
| 2025-12-05 | $0.3000 | 0.40% |
| 2026-03-06 | $0.3100 | 0.42% |
| Total | 53 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 |
|---|---|---|---|---|
| 2021-06-10 | $22.67 | $4.53 | $0.04 | 0.2043 |
| 2021-09-09 | $22.71 | $4.54 | $0.04 | 0.1575 |
| 2021-12-02 | $22.74 | $4.55 | $0.04 | 0.1526 |
| 2022-03-10 | $27.33 | $5.47 | $0.04 | 0.2264 |
| 2022-06-09 | $27.38 | $5.48 | $0.04 | 0.2509 |
| 2022-09-08 | $27.44 | $5.49 | $0.04 | 0.2319 |
| 2022-12-08 | $27.50 | $5.50 | $0.04 | 0.2121 |
| 2023-03-09 | $29.85 | $5.97 | $0.05 | 0.2337 |
| 2023-06-08 | $29.91 | $5.98 | $0.05 | 0.2480 |
| 2023-09-07 | $29.97 | $5.99 | $0.05 | 0.2686 |
| 2023-12-07 | $30.04 | $6.01 | $0.05 | 0.2890 |
| 2024-03-07 | $32.43 | $6.49 | $0.05 | 0.3204 |
| 2024-06-07 | $32.52 | $6.50 | $0.05 | 0.2778 |
| 2024-09-06 | $32.60 | $6.52 | $0.05 | 0.2537 |
| 2024-12-06 | $32.67 | $6.53 | $0.05 | 0.2728 |
| 2025-03-07 | $35.09 | $7.02 | $0.06 | 0.3275 |
| 2025-06-06 | $35.18 | $7.04 | $0.06 | 0.3629 |
| 2025-09-05 | $35.29 | $7.06 | $0.06 | 0.3945 |
| 2025-12-05 | $35.41 | $7.08 | $0.06 | 0.3861 |
| 2026-03-06 | $36.71 | $7.34 | $0.06 | 0.4077 |
| Total | $605.45 | $121.09 | $0.97 | 5.4784 |
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.