Hurco Companies, Inc. (HURC) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$5,177
Total Return
-48.23%
CAGR
-12.34%
Dividends
$548.13
Yield on Cost
5.48%

Rolling Returns

1-Month (21 Trading Days)
Average-0.69%
Median-0.96%
Best+50.08%
Worst-30.83%
% of Windows Positive46.0%
1-Year (252 Trading Days)
Average-13.00%
Median-14.60%
Best+35.54%
Worst-40.87%
% of Windows Positive13.1%
3-Year (756 Trading Days)
Average-35.25%
Median-35.80%
Best-14.83%
Worst-54.56%
% of Windows Positive0.0%

Risk Metrics

Maximum Drawdown -62.70%
Average Drawdown -37.51%
Drawdown Duration 1252 Trading Days (Unrecovered)
Sortino Ratio -0.27
Calmar Ratio -0.20
CVaR (5%) -4.79%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +7.57% (+18.90% ann.) +$757.28 $0.00 $0.00 $0.00
2025 -19.91% $1990.67 $0.00 $0.00 $0.00
2024 -9.83% $982.90 $74.31 $14.86 $0.12
2023 -15.72% $1572.48 $246.93 $49.39 $0.39
2022 -10.39% $1038.73 $203.35 $40.67 $0.32
2021 +0.74% +$73.54 $231.61 $46.32 $0.38
2020 -20.86% $2085.86 $102.08 $20.42 $0.16
2019 +8.85% +$885.22 $166.12 $33.22 $0.27
2018 -14.75% $1474.77 $102.20 $20.44 $0.16
2017 +28.40% +$2839.56 $90.86 $18.17 $0.15
2016 +25.82% +$2581.63 $136.03 $27.21 $0.21
2015 -21.42% $2141.61 $94.15 $18.83 $0.15
2014 +37.29% +$3728.92 $112.29 $22.46 $0.19
2013 +9.24% +$923.69 $65.31 $13.06 $0.10
2012 +9.52% +$952.38 $0.00 $0.00 $0.00
2011 -11.21% $1120.51 $0.00 $0.00 $0.00
2010 +59.80% +$5979.74 $0.00 $0.00 $0.00
2009 +23.33% +$2333.32 $0.00 $0.00 $0.00
2008 -72.51% $7250.86 $0.00 $0.00 $0.00
2007 +37.65% +$3765.38 $0.00 $0.00 $0.00
2006 +2.89% +$288.77 $0.00 $0.00 $0.00
2005 +86.79% +$8678.79 $0.00 $0.00 $0.00
2004 +208.41% +$20841.09 $0.00 $0.00 $0.00
2003 +238.61% +$23860.65 $0.00 $0.00 $0.00
2002 -28.18% $2818.13 $0.00 $0.00 $0.00
2001 -37.14% $3714.31 $0.00 $0.00 $0.00
2000 +0.00% +$0.00 $0.00 $0.00 $0.00
1999 -33.33% $3333.33 $0.00 $0.00 $0.00
1998 -25.00% $2500.00 $0.00 $0.00 $0.00
1997 +30.23% +$3023.26 $0.00 $0.00 $0.00
1996 +2.38% +$238.09 $0.00 $0.00 $0.00
1995 +31.25% +$3125.01 $0.00 $0.00 $0.00
1994 +68.42% +$6842.12 $0.00 $0.00 $0.00
1993 -76.25% $7625.00 $0.00 $0.00 $0.00
1992 -10.05% $1004.78 $124.88 $24.97 $0.19
1991 +26.42% +$2642.26 $167.36 $33.47 $0.27
1990 -50.70% $5069.91 $81.32 $16.26 $0.13
1989 +95.14% +$9513.55 $52.64 $10.53 $0.09
1988 +181.48% +$18148.16 $0.00 $0.00 $0.00
1987 +3.85% +$384.60 $0.00 $0.00 $0.00
1986 -7.14% $714.27 $0.00 $0.00 $0.00
1985 -22.22% $2222.22 $0.00 $0.00 $0.00
1984 -73.53% $7352.94 $0.00 $0.00 $0.00
1983 +19.30% +$1929.82 $0.00 $0.00 $0.00
1982 +0.00% +$0.00 $0.00 $0.00 $0.00
1981 -14.93% $1492.54 $0.00 $0.00 $0.00
1980 partial +24.07% (+86.88% ann.) +$2407.41 $0.00 $0.00 $0.00

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Dot-com bubble / TMT mania August 9, 1995 – March 10, 2000 +9.68% +2.03% +$967.74 $0.00 $0.00 $0.00
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 -63.25% -32.22% $6325.00 $0.00 $0.00 $0.00
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +3770.88% +107.86% +$377087.57 $0.00 $0.00 $0.00
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -85.84% -74.93% $8583.74 $0.00 $0.00 $0.00
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +114.91% +25.44% +$11490.68 $0.00 $0.00 $0.00
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +58.95% +6.31% +$5894.56 $1192.05 $238.41 $1.91
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -24.84% -96.16% $2484.10 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +14.49% +24.32% +$1448.65 $148.22 $29.64 $0.24
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +9.23% +8.73% +$922.75 $187.94 $37.59 $0.30
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -17.14% -18.10% $1714.28 $197.00 $39.40 $0.31
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -21.26% -12.10% $2126.02 $393.21 $78.64 $0.62
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – June 3, 2026 -10.26% -6.15% $1025.91 $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 %
1989-10-26 $0.0500 0.25%
1990-01-26 $0.0500 0.30%
1990-08-07 $0.0500 0.56%
1990-10-23 $0.0500 0.85%
1991-01-28 $0.0500 0.59%
1991-07-26 $0.0500 0.37%
1991-10-21 $0.0500 0.48%
1992-01-27 $0.0500 0.36%
1992-04-27 $0.0500 0.50%
1992-07-28 $0.0200 0.31%
1992-10-20 $0.0200 0.32%
2013-06-26 $0.0500 0.19%
2013-09-26 $0.0500 0.19%
2013-12-27 $0.0500 0.20%
2014-03-27 $0.0700 0.27%
2014-06-13 $0.0700 0.24%
2014-09-25 $0.0700 0.19%
2014-12-26 $0.0700 0.20%
2015-03-26 $0.0800 0.26%
2015-06-18 $0.0800 0.23%
2015-09-17 $0.0800 0.28%
2015-12-28 $0.0800 0.31%
2016-03-23 $0.0900 0.29%
2016-06-23 $0.0900 0.31%
2016-09-28 $0.0900 0.32%
2016-12-23 $0.0900 0.28%
2017-03-23 $0.1000 0.33%
2017-06-22 $0.1000 0.31%
2017-09-22 $0.1000 0.25%
2018-01-02 $0.1000 0.24%
2018-03-29 $0.1100 0.24%
2018-06-28 $0.1100 0.24%
2018-09-26 $0.1100 0.24%
2019-01-02 $0.1100 0.31%
2019-03-29 $0.1200 0.30%
2019-06-28 $0.1200 0.34%
2019-09-27 $0.1200 0.37%
2019-12-31 $0.1200 0.31%
2020-03-27 $0.1300 0.45%
2020-06-26 $0.1300 0.49%
2020-10-01 $0.1300 0.46%
2021-01-05 $0.1300 0.45%
2021-03-26 $0.1400 0.43%
2021-06-25 $0.1400 0.41%
2021-09-24 $0.1400 0.44%
2021-12-31 $0.1400 0.47%
2022-03-25 $0.1500 0.47%
2022-06-24 $0.1500 0.60%
2022-09-30 $0.1500 0.66%
2022-12-30 $0.1500 0.57%
2023-03-24 $0.1600 0.63%
2023-06-23 $0.1600 0.74%
2023-09-29 $0.1600 0.74%
2023-12-29 $0.1600 0.74%
2024-03-27 $0.1600 0.81%
Total 55 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
2021-06-25 $41.16 $8.23 $0.07 0.9371
2021-09-24 $41.30 $8.26 $0.07 1.0303
2021-12-31 $41.44 $8.29 $0.07 1.1140
2022-03-25 $44.57 $8.91 $0.07 1.1317
2022-06-24 $44.74 $8.95 $0.07 1.4057
2022-09-30 $44.95 $8.99 $0.07 1.5964
2022-12-30 $45.19 $9.04 $0.07 1.3807
2023-03-24 $48.42 $9.68 $0.08 1.4926
2023-06-23 $48.66 $9.73 $0.08 1.8421
2023-09-29 $48.95 $9.79 $0.08 1.7425
2023-12-29 $49.23 $9.85 $0.08 1.8257
2024-03-27 $49.52 $9.90 $0.08 1.9870
Total $548.13 $109.62 $0.87 17.4858

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.

PEB

CAGR 0.23% Total 3.79% Final $10,379
2009-12-09 — 2026-06-03
AGM

CAGR 16.91% Total 15489.40% Final $1,558,940
1994-02-10 — 2026-06-03
FORR

CAGR -0.98% Total -25.13% Final $7,487
1996-11-27 — 2026-06-03