First Watch Restaurant Group, Inc. (FWRG) Stock Total Returns

Growth of $10,000 chart

2021-10-01 to 2026-04-14
to
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Investment Performance

Final Value
$5,224
Total Return
-47.76%
CAGR
-13.34%
Dividends
$0.00
Yield on Cost
0.00%

Rolling Returns

1-Month (21 Trading Days)
Average-0.51%
Median-0.98%
Best+57.71%
Worst-31.58%
% of Windows Positive46.2%
1-Year (252 Trading Days)
Average+2.99%
Median+2.42%
Best+69.63%
Worst-41.84%
% of Windows Positive54.0%
3-Year (756 Trading Days)
Average+9.17%
Median+9.16%
Best+60.90%
Worst-40.04%
% of Windows Positive70.9%

Risk Metrics

Maximum Drawdown -60.38%
Average Drawdown -28.13%
Drawdown Duration 489 Trading Days (Unrecovered)
Sortino Ratio -0.09
Calmar Ratio -0.22
CVaR (5%) -6.60%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -23.34% (-60.68% ann.) $2334.22 $0.00 $0.00 $0.00
2025 -18.97% $1896.83 $0.00 $0.00 $0.00
2024 -7.41% $741.29 $0.00 $0.00 $0.00
2023 +48.56% +$4855.88 $0.00 $0.00 $0.00
2022 -19.27% $1927.21 $0.00 $0.00 $0.00
2021 partial -24.27% (-67.23% ann.) $2426.57 $0.00 $0.00 $0.00

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Reopening reflation / fiscal boom / supply bottlenecks partial October 1, 2021 – November 29, 2021 -7.77% -39.40% $777.23 $0.00 $0.00 $0.00
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -25.29% -26.62% $2528.85 $0.00 $0.00 $0.00
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -1.86% -1.01% $185.54 $0.00 $0.00 $0.00
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 -23.75% -15.87% $2374.67 $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.

SLG

CAGR 5.13% Total 319.43% Final $41,943
1997-08-15 — 2026-04-14
BVFL

CAGR 6.17% Total 254.88% Final $35,488
2005-02-17 — 2026-04-14
JBL

CAGR 19.88% Total 39184.55% Final $3,928,455
1993-05-03 — 2026-04-14