Innventure, Inc. (INV) Stock Total Returns
Growth of $10,000 chart
2021-11-29 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$6,560
Total Return
-34.40%
CAGR
-8.93%
Dividends
$0.00
Yield on Cost
0.00%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.94% |
| Median | +0.37% |
| Best | +100.77% |
| Worst | -59.24% |
| % of Windows Positive | 62.6% |
1-Year (252 Trading Days)
| Average | -12.14% |
| Median | +4.28% |
| Best | +97.76% |
| Worst | -78.93% |
| % of Windows Positive | 65.6% |
3-Year (756 Trading Days)
| Average | -39.98% |
| Median | -49.95% |
| Best | +41.18% |
| Worst | -74.78% |
| % of Windows Positive | 14.4% |
Risk Metrics
| Maximum Drawdown | -81.59% |
| Average Drawdown | -19.91% |
| Drawdown Duration | 355 Trading Days (Unrecovered) |
| Sortino Ratio | 0.34 |
| Calmar Ratio | -0.11 |
| CVaR (5%) | -10.57% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +56.94% (+191.22% ann.) | +$5693.78 | $0.00 | $0.00 | $0.00 |
| 2025 | -69.82% | $6981.95 | $0.00 | $0.00 | $0.00 |
| 2024 | +27.77% | +$2776.75 | $0.00 | $0.00 | $0.00 |
| 2023 | +7.33% | +$732.67 | $0.00 | $0.00 | $0.00 |
| 2022 | +1.10% | +$110.11 | $0.00 | $0.00 | $0.00 |
| 2021 partial | -0.10% (-1.14% ann.) | $10.00 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -0.30% | -0.32% | $30.00 | $0.00 | $0.00 | $0.00 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +10.31% | +5.44% | +$1031.09 | $0.00 | $0.00 | $0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -40.31% | -26.10% | $4030.94 | $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.