Hamilton Beach Brands Holding Company (HBB) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$8,911
Total Return
-10.89%
CAGR
-2.28%
Dividends
$989.00
Yield on Cost
9.89%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.88% |
| Median | -0.42% |
| Best | +55.23% |
| Worst | -38.17% |
| % of Windows Positive | 48.7% |
1-Year (252 Trading Days)
| Average | +16.18% |
| Median | -0.35% |
| Best | +172.69% |
| Worst | -56.31% |
| % of Windows Positive | 49.3% |
3-Year (756 Trading Days)
| Average | +55.37% |
| Median | +50.44% |
| Best | +137.81% |
| Worst | -27.84% |
| % of Windows Positive | 94.8% |
Risk Metrics
| Maximum Drawdown | -60.43% |
| Average Drawdown | -38.31% |
| Drawdown Duration | 704 Trading Days |
| Sortino Ratio | 0.34 |
| Calmar Ratio | -0.04 |
| CVaR (5%) | -7.17% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +16.47% (+43.56% ann.) | +$1646.84 | $149.36 | $29.86 | $0.24 |
| 2025 | -0.04% | $3.92 | $284.46 | $56.90 | $0.45 |
| 2024 | -2.07% | $207.05 | $261.96 | $52.40 | $0.42 |
| 2023 | +45.30% | +$4529.56 | $355.18 | $71.03 | $0.55 |
| 2022 | -11.39% | $1139.46 | $291.96 | $58.40 | $0.48 |
| 2021 | -16.54% | $1653.82 | $226.99 | $45.39 | $0.34 |
| 2020 | -6.38% | $638.49 | $195.53 | $39.10 | $0.32 |
| 2019 | -17.30% | $1730.29 | $152.15 | $30.43 | $0.25 |
| 2018 | -7.67% | $766.75 | $132.88 | $26.58 | $0.19 |
| 2017 partial | -16.93% (-51.37% ann.) | $1693.23 | $27.42 | $5.48 | $0.04 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Secular stagnation / QE / low inflation / duration bull partial | September 26, 2017 – February 19, 2020 | -50.45% | -25.38% | $5045.36 | $254.50 | $50.90 | $0.39 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -53.75% | -99.98% | $5374.57 | $59.81 | $11.97 | $0.10 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +195.77% | +472.50% | +$19576.69 | $247.29 | $49.43 | $0.40 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | -20.92% | -19.97% | $2092.45 | $192.75 | $38.54 | $0.29 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -7.17% | -7.59% | $716.55 | $274.37 | $54.88 | $0.44 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +118.68% | +52.52% | +$11868.37 | $644.33 | $128.87 | $1.01 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -32.17% | -20.35% | $3216.76 | $292.35 | $58.47 | $0.47 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2017-11-30 | $0.0850 | 0.31% |
| 2018-02-28 | $0.0850 | 0.35% |
| 2018-05-31 | $0.0850 | 0.30% |
| 2018-08-30 | $0.0850 | 0.34% |
| 2018-11-29 | $0.0850 | 0.41% |
| 2019-02-28 | $0.0850 | 0.34% |
| 2019-05-30 | $0.0900 | 0.48% |
| 2019-08-29 | $0.0900 | 0.65% |
| 2019-11-27 | $0.0900 | 0.46% |
| 2020-02-27 | $0.0900 | 0.68% |
| 2020-05-29 | $0.0900 | 0.87% |
| 2020-08-31 | $0.0950 | 0.46% |
| 2020-11-30 | $0.0950 | 0.48% |
| 2021-03-05 | $0.0950 | 0.56% |
| 2021-05-28 | $0.1000 | 0.40% |
| 2021-08-31 | $0.1000 | 0.59% |
| 2021-11-30 | $0.1000 | 0.63% |
| 2022-03-03 | $0.1000 | 0.72% |
| 2022-05-31 | $0.1050 | 0.96% |
| 2022-08-31 | $0.1050 | 0.82% |
| 2022-11-30 | $0.1050 | 0.74% |
| 2023-03-02 | $0.1050 | 0.81% |
| 2023-05-31 | $0.1100 | 1.16% |
| 2023-09-01 | $0.1100 | 0.94% |
| 2023-11-30 | $0.1100 | 0.72% |
| 2024-03-01 | $0.1100 | 0.62% |
| 2024-05-31 | $0.1150 | 0.61% |
| 2024-09-03 | $0.1150 | 0.39% |
| 2024-12-02 | $0.1150 | 0.59% |
| 2025-03-03 | $0.1150 | 0.59% |
| 2025-05-30 | $0.1200 | 0.64% |
| 2025-09-02 | $0.1200 | 0.81% |
| 2025-12-01 | $0.1200 | 0.75% |
| 2026-03-02 | $0.1200 | 0.63% |
| 2026-06-01 | $0.1250 | 0.62% |
| Total | 35 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 |
|---|---|---|---|---|
| 2021-08-31 | $41.86 | $8.37 | $0.06 | 1.9659 |
| 2021-11-30 | $42.06 | $8.42 | $0.06 | 2.2385 |
| 2022-03-03 | $42.28 | $8.45 | $0.07 | 2.4747 |
| 2022-05-31 | $44.65 | $8.93 | $0.07 | 3.4545 |
| 2022-08-31 | $45.01 | $9.00 | $0.07 | 2.9101 |
| 2022-11-30 | $45.32 | $9.07 | $0.07 | 2.5482 |
| 2023-03-02 | $45.59 | $9.11 | $0.07 | 2.7934 |
| 2023-05-31 | $48.07 | $9.62 | $0.07 | 4.1221 |
| 2023-09-01 | $48.53 | $9.70 | $0.07 | 3.2691 |
| 2023-11-30 | $48.88 | $9.78 | $0.07 | 2.5292 |
| 2024-03-01 | $49.16 | $9.84 | $0.07 | 2.1744 |
| 2024-05-31 | $51.64 | $10.33 | $0.09 | 2.1531 |
| 2024-09-03 | $51.89 | $10.38 | $0.09 | 1.4791 |
| 2024-12-02 | $52.05 | $10.41 | $0.09 | 2.1024 |
| 2025-03-03 | $52.30 | $10.46 | $0.09 | 2.1932 |
| 2025-05-30 | $54.84 | $10.96 | $0.09 | 2.3965 |
| 2025-09-02 | $55.13 | $11.03 | $0.09 | 2.9129 |
| 2025-12-01 | $55.47 | $11.10 | $0.09 | 2.8212 |
| 2026-03-02 | $55.82 | $11.16 | $0.09 | 2.5305 |
| 2026-06-01 | $58.46 | $11.69 | $0.10 | 2.3524 |
| Total | $989.00 | $197.80 | $1.57 | 51.4212 |
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.