Innoviva, Inc. (INVA) Stock Total Returns

Growth of $10,000 chart

2021-04-14 to 2026-04-14
to
$
%
%
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Investment Performance

Final Value
$20,587
Total Return
105.87%
CAGR
15.54%
Dividends
$0.00
Yield on Cost
0.00%

Rolling Returns

1-Month (21 Trading Days)
Average+1.48%
Median+1.11%
Best+33.65%
Worst-23.04%
% of Windows Positive55.6%
1-Year (252 Trading Days)
Average+9.26%
Median+11.88%
Best+65.45%
Worst-43.41%
% of Windows Positive66.1%
3-Year (756 Trading Days)
Average+32.58%
Median+27.51%
Best+115.11%
Worst-13.85%
% of Windows Positive90.0%

Risk Metrics

Maximum Drawdown -47.01%
Average Drawdown -18.09%
Drawdown Duration 687 Trading Days
Sortino Ratio 1.04
Calmar Ratio 0.33
CVaR (5%) -3.41%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +21.01% (+95.38% ann.) +$2101.05 $0.00 $0.00 $0.00
2025 +15.22% +$1521.61 $0.00 $0.00 $0.00
2024 +8.17% +$816.71 $0.00 $0.00 $0.00
2023 +21.06% +$2105.66 $0.00 $0.00 $0.00
2022 -23.19% $2318.84 $0.00 $0.00 $0.00
2021 +39.23% +$3922.52 $0.00 $0.00 $0.00
2020 -12.50% $1250.00 $0.00 $0.00 $0.00
2019 -18.85% $1885.39 $0.00 $0.00 $0.00
2018 +22.97% +$2297.40 $0.00 $0.00 $0.00
2017 +32.62% +$3261.67 $0.00 $0.00 $0.00
2016 +1.52% +$151.81 $0.00 $0.00 $0.00
2015 -22.81% $2280.76 $535.58 $107.12 $0.86
2014 -49.61% $4960.97 $174.80 $34.96 $0.28
2013 +60.30% +$6029.68 $0.00 $0.00 $0.00
2012 +0.63% +$63.35 $0.00 $0.00 $0.00
2011 -11.85% $1184.68 $0.00 $0.00 $0.00
2010 +91.81% +$9181.32 $0.00 $0.00 $0.00
2009 +5.49% +$548.84 $0.00 $0.00 $0.00
2008 -36.46% $3646.16 $0.00 $0.00 $0.00
2007 -36.87% $3687.28 $0.00 $0.00 $0.00
2006 +37.17% +$3716.69 $0.00 $0.00 $0.00
2005 +25.81% +$2581.01 $0.00 $0.00 $0.00
2004 partial -1.16% (-4.78% ann.) $115.96 $0.00 $0.00 $0.00

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
China-WTO / housing-credit / commodity boom partial October 5, 2004 – October 9, 2007 +50.80% +14.63% +$5080.07 $0.00 $0.00 $0.00
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -55.88% -43.96% $5587.59 $0.00 $0.00 $0.00
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +131.88% +28.29% +$13187.86 $0.00 $0.00 $0.00
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 -33.14% -5.18% $3314.20 $528.96 $105.80 $0.85
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -41.32% -99.77% $4132.45 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +0.30% +0.48% +$29.56 $0.00 $0.00 $0.00
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +58.94% +55.20% +$5893.54 $0.00 $0.00 $0.00
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -22.73% -23.95% $2272.72 $0.00 $0.00 $0.00
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +43.76% +21.63% +$4376.37 $0.00 $0.00 $0.00
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +23.80% +14.58% +$2379.74 $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 %
2014-08-26 $0.2500 1.11%
2014-11-21 $0.2500 1.78%
2015-03-10 $0.2500 1.24%
2015-06-10 $0.2500 1.40%
2015-09-08 $0.2500 1.56%
Total 5 payments

Portfolio Dividend Returns

Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
Date Total Yield Tax Trans. Cost Shares Bought
Total $0.00 $0.00 $0.00 0.0000

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.

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