Forrester Research, Inc. (FORR) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$1,361
Total Return
-86.39%
CAGR
-32.90%
Dividends
$0.00
Yield on Cost
0.00%
Rolling Returns
1-Month (21 Trading Days)
| Average | -2.87% |
| Median | -2.62% |
| Best | +28.06% |
| Worst | -36.09% |
| % of Windows Positive | 38.6% |
1-Year (252 Trading Days)
| Average | -34.34% |
| Median | -39.42% |
| Best | +34.68% |
| Worst | -60.60% |
| % of Windows Positive | 7.2% |
3-Year (756 Trading Days)
| Average | -73.31% |
| Median | -76.56% |
| Best | -55.44% |
| Worst | -85.18% |
| % of Windows Positive | 0.0% |
Risk Metrics
| Maximum Drawdown | -91.68% |
| Average Drawdown | -50.66% |
| Drawdown Duration | 1097 Trading Days (Unrecovered) |
| Sortino Ratio | -1.04 |
| Calmar Ratio | -0.36 |
| CVaR (5%) | -6.17% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -29.56% (-70.78% ann.) | $2955.66 | $0.00 | $0.00 | $0.00 |
| 2025 | -48.18% | $4818.13 | $0.00 | $0.00 | $0.00 |
| 2024 | -41.55% | $4155.17 | $0.00 | $0.00 | $0.00 |
| 2023 | -25.03% | $2502.80 | $0.00 | $0.00 | $0.00 |
| 2022 | -39.11% | $3911.12 | $0.00 | $0.00 | $0.00 |
| 2021 | +40.17% | +$4016.71 | $0.00 | $0.00 | $0.00 |
| 2020 | +0.48% | +$47.96 | $0.00 | $0.00 | $0.00 |
| 2019 | -6.71% | $671.14 | $0.00 | $0.00 | $0.00 |
| 2018 | +2.61% | +$261.46 | $182.01 | $36.40 | $0.29 |
| 2017 | +4.46% | +$446.39 | $178.00 | $35.60 | $0.28 |
| 2016 | +53.17% | +$5316.84 | $254.39 | $50.88 | $0.41 |
| 2015 | -26.49% | $2648.74 | $173.75 | $34.75 | $0.28 |
| 2014 | +4.28% | +$428.00 | $168.15 | $33.63 | $0.27 |
| 2013 | +44.83% | +$4482.61 | $225.18 | $45.04 | $0.36 |
| 2012 | -19.86% | $1986.22 | $165.87 | $33.17 | $0.27 |
| 2011 | -3.83% | $382.55 | $0.00 | $0.00 | $0.00 |
| 2010 | +46.12% | +$4612.07 | $1156.07 | $231.21 | $1.85 |
| 2009 | -8.01% | $801.13 | $0.00 | $0.00 | $0.00 |
| 2008 | +0.68% | +$67.81 | $0.00 | $0.00 | $0.00 |
| 2007 | +3.36% | +$335.67 | $0.00 | $0.00 | $0.00 |
| 2006 | +44.59% | +$4458.67 | $0.00 | $0.00 | $0.00 |
| 2005 | +4.52% | +$451.50 | $0.00 | $0.00 | $0.00 |
| 2004 | +1.07% | +$107.04 | $0.00 | $0.00 | $0.00 |
| 2003 | +14.00% | +$1400.12 | $0.00 | $0.00 | $0.00 |
| 2002 | -22.69% | $2269.11 | $0.00 | $0.00 | $0.00 |
| 2001 | -59.77% | $5977.03 | $0.00 | $0.00 | $0.00 |
| 2000 | +45.37% | +$4537.20 | $0.00 | $0.00 | $0.00 |
| 1999 | +57.43% | +$5742.86 | $0.00 | $0.00 | $0.00 |
| 1998 | +92.31% | +$9230.76 | $0.00 | $0.00 | $0.00 |
| 1997 | -11.65% | $1165.05 | $0.00 | $0.00 | $0.00 |
| 1996 partial | +17.05% (+442.39% ann.) | +$1704.55 | $0.00 | $0.00 | $0.00 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania partial | November 27, 1996 – March 10, 2000 | +379.55% | +61.21% | +$37954.55 | $0.00 | $0.00 | $0.00 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | -76.96% | -43.47% | $7695.85 | $0.00 | $0.00 | $0.00 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +97.74% | +14.62% | +$9773.96 | $0.00 | $0.00 | $0.00 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -34.49% | -25.87% | $3448.55 | $0.00 | $0.00 | $0.00 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +90.25% | +20.99% | +$9024.96 | $1899.52 | $379.90 | $3.04 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +73.41% | +7.55% | +$7340.58 | $1758.40 | $351.68 | $2.81 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -37.76% | -99.55% | $3776.34 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +49.48% | +90.94% | +$4947.72 | $0.00 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +44.54% | +41.84% | +$4454.18 | $0.00 | $0.00 | $0.00 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -39.49% | -41.34% | $3949.33 | $0.00 | $0.00 | $0.00 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -46.57% | -28.69% | $4656.77 | $0.00 | $0.00 | $0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | -69.89% | -53.48% | $6989.47 | $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 % |
|---|---|---|
| 2010-12-06 | $3.0000 | 8.38% |
| 2012-03-05 | $0.1400 | 0.44% |
| 2012-06-04 | $0.1400 | 0.44% |
| 2012-08-31 | $0.1400 | 0.47% |
| 2012-12-03 | $0.1400 | 0.50% |
| 2013-03-04 | $0.1500 | 0.54% |
| 2013-06-03 | $0.1500 | 0.41% |
| 2013-08-30 | $0.1500 | 0.44% |
| 2013-12-02 | $0.1500 | 0.38% |
| 2014-03-03 | $0.1600 | 0.44% |
| 2014-06-02 | $0.1600 | 0.42% |
| 2014-08-29 | $0.1600 | 0.42% |
| 2014-12-01 | $0.1600 | 0.40% |
| 2015-03-02 | $0.1700 | 0.45% |
| 2015-06-08 | $0.1700 | 0.48% |
| 2015-08-31 | $0.1700 | 0.53% |
| 2015-11-30 | $0.1700 | 0.52% |
| 2016-02-29 | $0.1800 | 0.58% |
| 2016-06-06 | $0.1800 | 0.48% |
| 2016-09-02 | $0.1800 | 0.44% |
| 2016-12-05 | $0.1800 | 0.46% |
| 2017-02-27 | $0.1900 | 0.50% |
| 2017-06-05 | $0.1900 | 0.48% |
| 2017-09-01 | $0.1900 | 0.47% |
| 2017-12-05 | $0.1900 | 0.41% |
| 2018-03-06 | $0.2000 | 0.48% |
| 2018-06-12 | $0.2000 | 0.45% |
| 2018-09-11 | $0.2000 | 0.42% |
| 2018-12-11 | $0.2000 | 0.45% |
| Total | 29 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 |
|---|---|---|---|---|
| Total | $0.00 | $0.00 | $0.00 | 0.0000 |
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.