InnovAge Holding Corp. (INNV) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
Loading chart…
Investment Performance
Final Value
$3,381
Total Return
-66.19%
CAGR
-19.50%
Dividends
$0.00
Yield on Cost
0.00%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.17% |
| Median | -1.40% |
| Best | +70.99% |
| Worst | -57.73% |
| % of Windows Positive | 45.2% |
1-Year (252 Trading Days)
| Average | +3.91% |
| Median | -13.24% |
| Best | +210.10% |
| Worst | -81.51% |
| % of Windows Positive | 38.8% |
3-Year (756 Trading Days)
| Average | -22.76% |
| Median | -21.64% |
| Best | +44.95% |
| Worst | -81.23% |
| % of Windows Positive | 20.6% |
Risk Metrics
| Maximum Drawdown | -88.72% |
| Average Drawdown | -72.63% |
| Drawdown Duration | 1244 Trading Days (Unrecovered) |
| Sortino Ratio | 0.12 |
| Calmar Ratio | -0.22 |
| CVaR (5%) | -10.35% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +36.42% (+108.87% ann.) | +$3641.61 | $0.00 | $0.00 | $0.00 |
| 2025 | +32.06% | +$3206.09 | $0.00 | $0.00 | $0.00 |
| 2024 | -34.50% | $3449.99 | $0.00 | $0.00 | $0.00 |
| 2023 | -16.43% | $1643.44 | $0.00 | $0.00 | $0.00 |
| 2022 | +43.60% | +$4359.96 | $0.00 | $0.00 | $0.00 |
| 2021 partial | -79.34% (-85.15% ann.) | $7933.88 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Reopening reflation / fiscal boom / supply bottlenecks partial | March 4, 2021 – November 29, 2021 | -67.11% | -77.78% | $6710.74 | $0.00 | $0.00 | $0.00 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -22.84% | -24.06% | $2283.57 | $0.00 | $0.00 | $0.00 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -13.52% | -7.54% | $1351.75 | $0.00 | $0.00 | $0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +18.20% | +10.30% | +$1819.68 | $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.