i3 Verticals, Inc. (IIIV) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
Loading chart…
Investment Performance
Final Value
$6,400
Total Return
-36.00%
CAGR
-8.54%
Dividends
$0.00
Yield on Cost
0.00%
Rolling Returns
1-Month (21 Trading Days)
| Average | -0.21% |
| Median | -0.36% |
| Best | +31.79% |
| Worst | -28.75% |
| % of Windows Positive | 48.4% |
1-Year (252 Trading Days)
| Average | +1.83% |
| Median | -3.19% |
| Best | +59.51% |
| Worst | -38.02% |
| % of Windows Positive | 43.3% |
3-Year (756 Trading Days)
| Average | +1.41% |
| Median | -1.32% |
| Best | +66.40% |
| Worst | -38.55% |
| % of Windows Positive | 47.5% |
Risk Metrics
| Maximum Drawdown | -44.93% |
| Average Drawdown | -25.62% |
| Drawdown Duration | 1025 Trading Days |
| Sortino Ratio | -0.00 |
| Calmar Ratio | -0.19 |
| CVaR (5%) | -5.80% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -22.15% (-44.78% ann.) | $2215.16 | $0.00 | $0.00 | $0.00 |
| 2025 | +9.33% | +$933.16 | $0.00 | $0.00 | $0.00 |
| 2024 | +8.83% | +$883.33 | $0.00 | $0.00 | $0.00 |
| 2023 | -13.02% | $1302.38 | $0.00 | $0.00 | $0.00 |
| 2022 | +6.80% | +$680.12 | $0.00 | $0.00 | $0.00 |
| 2021 | -31.36% | $3135.54 | $0.00 | $0.00 | $0.00 |
| 2020 | +17.52% | +$1752.21 | $0.00 | $0.00 | $0.00 |
| 2019 | +17.22% | +$1722.00 | $0.00 | $0.00 | $0.00 |
| 2018 partial | +31.34% (+67.51% ann.) | +$3133.51 | $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 | June 21, 2018 – February 19, 2020 | +78.31% | +41.54% | +$7831.06 | $0.00 | $0.00 | $0.00 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -57.43% | -99.99% | $5743.39 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +58.79% | +110.43% | +$5878.70 | $0.00 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | -23.21% | -22.16% | $2321.13 | $0.00 | $0.00 | $0.00 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -0.16% | -0.17% | $16.09 | $0.00 | $0.00 | $0.00 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +8.38% | +4.44% | +$838.18 | $0.00 | $0.00 | $0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -10.42% | -6.24% | $1041.57 | $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.