National Beverage Corp. (FIZZ) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$7,579
Total Return
-24.21%
CAGR
-5.39%
Dividends
$1,277.41
Yield on Cost
12.77%
Rolling Returns
1-Month (21 Trading Days)
| Average | -0.06% |
| Median | -0.04% |
| Best | +28.03% |
| Worst | -30.51% |
| % of Windows Positive | 49.8% |
1-Year (252 Trading Days)
| Average | -2.33% |
| Median | -1.91% |
| Best | +41.33% |
| Worst | -34.38% |
| % of Windows Positive | 44.2% |
3-Year (756 Trading Days)
| Average | -5.39% |
| Median | -2.80% |
| Best | +31.07% |
| Worst | -34.64% |
| % of Windows Positive | 36.2% |
Risk Metrics
| Maximum Drawdown | -44.39% |
| Average Drawdown | -21.62% |
| Drawdown Duration | 1105 Trading Days (Unrecovered) |
| Sortino Ratio | -0.04 |
| Calmar Ratio | -0.12 |
| CVaR (5%) | -4.19% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +7.37% (+28.37% ann.) | +$736.91 | $0.00 | $0.00 | $0.00 |
| 2025 | -25.26% | $2526.36 | $0.00 | $0.00 | $0.00 |
| 2024 | -9.17% | $917.07 | $653.66 | $130.73 | $1.05 |
| 2023 | +6.86% | +$685.58 | $0.00 | $0.00 | $0.00 |
| 2022 | +2.65% | +$264.72 | $0.00 | $0.00 | $0.00 |
| 2021 | +12.08% | +$1208.43 | $706.71 | $141.34 | $1.13 |
| 2020 | +74.88% | +$7488.38 | $1176.01 | $235.20 | $1.88 |
| 2019 | -28.91% | $2891.18 | $0.00 | $0.00 | $0.00 |
| 2018 | -24.35% | $2435.21 | $297.62 | $59.52 | $0.48 |
| 2017 | +93.19% | +$9318.81 | $293.66 | $58.73 | $0.47 |
| 2016 | +15.05% | +$1505.48 | $330.11 | $66.02 | $0.53 |
| 2015 | +100.88% | +$10088.42 | $0.00 | $0.00 | $0.00 |
| 2014 | +12.20% | +$1220.24 | $0.00 | $0.00 | $0.00 |
| 2013 | +38.18% | +$3817.68 | $0.00 | $0.00 | $0.00 |
| 2012 | +3.20% | +$320.41 | $1586.81 | $317.36 | $2.54 |
| 2011 | +22.30% | +$2229.83 | $0.00 | $0.00 | $0.00 |
| 2010 | +16.88% | +$1687.58 | $2774.20 | $554.84 | $4.44 |
| 2009 | +54.00% | +$5400.00 | $0.00 | $0.00 | $0.00 |
| 2008 | +11.94% | +$1194.03 | $0.00 | $0.00 | $0.00 |
| 2007 | -27.18% | $2718.49 | $684.25 | $136.85 | $1.10 |
| 2006 | +57.57% | +$5756.79 | $1023.54 | $204.71 | $1.64 |
| 2005 | +17.43% | +$1742.79 | $0.00 | $0.00 | $0.00 |
| 2004 | +10.16% | +$1015.58 | $1227.00 | $245.40 | $1.96 |
| 2003 | +6.54% | +$653.59 | $0.00 | $0.00 | $0.00 |
| 2002 | +29.11% | +$2911.39 | $0.00 | $0.00 | $0.00 |
| 2001 | +31.67% | +$3166.67 | $0.00 | $0.00 | $0.00 |
| 2000 | +9.09% | +$909.09 | $0.00 | $0.00 | $0.00 |
| 1999 | -12.00% | $1200.00 | $0.00 | $0.00 | $0.00 |
| 1998 | -7.41% | $740.74 | $0.00 | $0.00 | $0.00 |
| 1997 | +12.50% | +$1250.00 | $0.00 | $0.00 | $0.00 |
| 1996 | +234.88% | +$23488.36 | $0.00 | $0.00 | $0.00 |
| 1995 | -10.42% | $1041.67 | $0.00 | $0.00 | $0.00 |
| 1994 | +7.87% | +$786.52 | $0.00 | $0.00 | $0.00 |
| 1993 | +11.25% | +$1125.01 | $0.00 | $0.00 | $0.00 |
| 1992 | -24.53% | $2452.83 | $0.00 | $0.00 | $0.00 |
| 1991 partial | -36.90% (-78.63% ann.) | $3690.48 | $0.00 | $0.00 | $0.00 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +165.22% | +23.70% | +$16521.74 | $0.00 | $0.00 | $0.00 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +55.29% | +18.65% | +$5529.42 | $0.00 | $0.00 | $0.00 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +110.89% | +16.11% | +$11088.94 | $4821.10 | $964.22 | $7.72 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -20.18% | -14.74% | $2017.54 | $0.00 | $0.00 | $0.00 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +136.43% | +29.03% | +$13642.51 | $5182.00 | $1036.40 | $8.29 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +280.88% | +19.33% | +$28088.47 | $6580.89 | $1316.18 | $10.53 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -18.17% | -89.86% | $1816.58 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +101.01% | +207.53% | +$10101.01 | $0.00 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +41.04% | +38.58% | +$4104.39 | $740.92 | $148.18 | $1.19 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -6.86% | -7.27% | $685.89 | $577.59 | $115.52 | $0.92 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -0.44% | -0.24% | $44.46 | $669.69 | $133.94 | $1.07 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | -26.00% | -17.46% | $2599.96 | $0.00 | $0.00 | $0.00 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2004-03-24 | $0.4167 | 8.97% |
| 2006-01-03 | $0.4167 | 10.24% |
| 2007-07-18 | $0.4000 | 6.67% |
| 2010-01-04 | $0.6750 | 9.74% |
| 2010-12-14 | $1.1500 | 15.21% |
| 2012-12-05 | $1.2750 | 14.40% |
| 2016-11-23 | $0.7500 | 2.81% |
| 2017-06-01 | $0.7500 | 1.56% |
| 2018-11-29 | $1.4500 | 3.18% |
| 2020-12-03 | $3.0000 | 6.06% |
| 2021-12-10 | $3.0000 | 5.82% |
| 2024-06-24 | $3.2500 | 6.67% |
| Total | 12 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-12-10 | $597.73 | $119.55 | $0.96 | 9.8887 |
| 2024-06-24 | $679.68 | $135.94 | $1.09 | 12.2055 |
| Total | $1277.41 | $255.48 | $2.04 | 22.0941 |
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.