Goosehead Insurance, Inc. (GSHD) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$3,965
Total Return
-60.35%
CAGR
-16.89%
Dividends
$830.95
Yield on Cost
8.31%
Rolling Returns
1-Month (21 Trading Days)
| Average | -0.44% |
| Median | -0.55% |
| Best | +61.90% |
| Worst | -45.09% |
| % of Windows Positive | 49.0% |
1-Year (252 Trading Days)
| Average | +7.90% |
| Median | +6.73% |
| Best | +146.84% |
| Worst | -82.41% |
| % of Windows Positive | 54.3% |
3-Year (756 Trading Days)
| Average | +32.85% |
| Median | +25.05% |
| Best | +159.42% |
| Worst | -55.43% |
| % of Windows Positive | 57.5% |
Risk Metrics
| Maximum Drawdown | -83.41% |
| Average Drawdown | -53.38% |
| Drawdown Duration | 1164 Trading Days (Unrecovered) |
| Sortino Ratio | -0.04 |
| Calmar Ratio | -0.20 |
| CVaR (5%) | -8.33% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -53.33% (-83.60% ann.) | $5333.33 | $0.00 | $0.00 | $0.00 |
| 2025 | -28.26% | $2826.09 | $551.20 | $110.24 | $0.88 |
| 2024 | +41.45% | +$4145.12 | $0.00 | $0.00 | $0.00 |
| 2023 | +120.73% | +$12073.38 | $0.00 | $0.00 | $0.00 |
| 2022 | -73.60% | $7360.09 | $0.00 | $0.00 | $0.00 |
| 2021 | +5.35% | +$535.01 | $130.65 | $26.13 | $0.21 |
| 2020 | +196.80% | +$19679.98 | $270.99 | $54.20 | $0.43 |
| 2019 | +63.23% | +$6323.05 | $155.95 | $31.19 | $0.25 |
| 2018 partial | +66.92% (+112.67% ann.) | +$6692.06 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Secular stagnation / QE / low inflation / duration bull partial | April 27, 2018 – February 19, 2020 | +252.86% | +100.30% | +$25285.55 | $260.32 | $52.06 | $0.42 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -23.11% | -95.02% | $2310.62 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +180.55% | +425.84% | +$18054.74 | $262.27 | $52.45 | $0.42 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +21.01% | +19.83% | +$2100.53 | $140.88 | $28.18 | $0.23 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -73.45% | -75.53% | $7344.65 | $0.00 | $0.00 | $0.00 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +112.34% | +50.12% | +$11233.91 | $0.00 | $0.00 | $0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -59.04% | -40.75% | $5904.23 | $674.35 | $134.87 | $1.08 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2019-03-15 | $0.4100 | 1.65% |
| 2020-08-07 | $1.1490 | 1.08% |
| 2021-08-06 | $1.6300 | 1.35% |
| 2025-01-21 | $5.9100 | 5.36% |
| Total | 4 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 |
|---|---|---|---|---|
| 2021-08-06 | $178.18 | $35.64 | $0.29 | 1.1385 |
| 2025-01-21 | $652.77 | $130.56 | $1.04 | 4.9019 |
| Total | $830.95 | $166.19 | $1.33 | 6.0405 |
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.