Gates Industrial Corporation plc (GTES) Stock Total Returns

Growth of $10,000 chart

2021-06-03 to 2026-06-03
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Investment Performance

Final Value
$14,185
Total Return
41.85%
CAGR
7.24%
Dividends
$0.00
Yield on Cost
0.00%

Rolling Returns

1-Month (21 Trading Days)
Average+1.04%
Median+0.45%
Best+35.55%
Worst-23.69%
% of Windows Positive52.5%
1-Year (252 Trading Days)
Average+15.29%
Median+14.71%
Best+90.70%
Worst-41.18%
% of Windows Positive70.8%
3-Year (756 Trading Days)
Average+61.65%
Median+68.42%
Best+166.80%
Worst-14.58%
% of Windows Positive89.6%

Risk Metrics

Maximum Drawdown -48.40%
Average Drawdown -19.40%
Drawdown Duration 857 Trading Days
Sortino Ratio 0.54
Calmar Ratio 0.15
CVaR (5%) -5.05%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +21.24% (+57.90% ann.) +$2123.89 $0.00 $0.00 $0.00
2025 +4.38% +$437.53 $0.00 $0.00 $0.00
2024 +53.28% +$5327.88 $0.00 $0.00 $0.00
2023 +17.62% +$1761.60 $0.00 $0.00 $0.00
2022 -28.28% $2828.41 $0.00 $0.00 $0.00
2021 +24.69% +$2468.65 $0.00 $0.00 $0.00
2020 -7.27% $726.74 $0.00 $0.00 $0.00
2019 +3.93% +$392.75 $0.00 $0.00 $0.00
2018 partial -28.43% (-30.19% ann.) $2843.24 $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 January 25, 2018 – February 19, 2020 -31.03% -16.45% $3102.70 $0.00 $0.00 $0.00
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -52.41% -99.98% $5240.69 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +79.43% +156.18% +$7943.36 $0.00 $0.00 $0.00
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +29.73% +28.01% +$2972.97 $0.00 $0.00 $0.00
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -30.63% -32.18% $3063.01 $0.00 $0.00 $0.00
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +49.15% +24.07% +$4914.54 $0.00 $0.00 $0.00
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – June 3, 2026 +49.25% +26.46% +$4925.45 $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.

IFF

CAGR 6.90% Total 2996.98% Final $309,698
1974-12-17 — 2026-06-03
RXST

CAGR -22.04% Total -70.06% Final $2,994
2021-07-30 — 2026-06-03
BETR

CAGR -24.44% Total -54.07% Final $4,593
2023-08-24 — 2026-06-03