Innospec Inc. (IOSP) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
Loading chart…
Investment Performance
Final Value
$8,429
Total Return
-15.71%
CAGR
-3.36%
Dividends
$752.32
Yield on Cost
7.52%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.06% |
| Median | +0.13% |
| Best | +23.17% |
| Worst | -22.38% |
| % of Windows Positive | 50.9% |
1-Year (252 Trading Days)
| Average | -0.58% |
| Median | +4.70% |
| Best | +43.04% |
| Worst | -40.27% |
| % of Windows Positive | 58.0% |
3-Year (756 Trading Days)
| Average | +2.14% |
| Median | -5.28% |
| Best | +58.48% |
| Worst | -34.93% |
| % of Windows Positive | 41.9% |
Risk Metrics
| Maximum Drawdown | -48.71% |
| Average Drawdown | -16.16% |
| Drawdown Duration | 467 Trading Days (Unrecovered) |
| Sortino Ratio | 0.01 |
| Calmar Ratio | -0.07 |
| CVaR (5%) | -3.52% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +6.31% (+15.62% ann.) | +$631.07 | $120.20 | $24.04 | $0.19 |
| 2025 | -29.24% | $2924.40 | $155.97 | $31.19 | $0.25 |
| 2024 | -9.79% | $979.11 | $126.07 | $25.21 | $0.20 |
| 2023 | +21.12% | +$2112.06 | $137.47 | $27.49 | $0.22 |
| 2022 | +14.95% | +$1494.98 | $142.04 | $28.41 | $0.23 |
| 2021 | +0.53% | +$53.08 | $128.14 | $25.63 | $0.21 |
| 2020 | -11.30% | $1129.96 | $100.86 | $20.17 | $0.16 |
| 2019 | +69.04% | +$6903.81 | $165.57 | $33.11 | $0.27 |
| 2018 | -11.70% | $1170.45 | $126.36 | $25.27 | $0.20 |
| 2017 | +4.05% | +$405.29 | $112.69 | $22.54 | $0.18 |
| 2016 | +27.41% | +$2740.73 | $123.71 | $24.74 | $0.20 |
| 2015 | +28.43% | +$2843.32 | $143.25 | $28.65 | $0.23 |
| 2014 | -6.66% | $666.04 | $119.31 | $23.86 | $0.19 |
| 2013 | +35.18% | +$3517.61 | $144.97 | $28.99 | $0.23 |
| 2012 | +29.10% | +$2910.20 | $712.50 | $142.50 | $1.14 |
| 2011 | +37.60% | +$3759.80 | $0.00 | $0.00 | $0.00 |
| 2010 | +102.18% | +$10218.03 | $0.00 | $0.00 | $0.00 |
| 2009 | +73.31% | +$7330.72 | $84.89 | $16.98 | $0.14 |
| 2008 | -65.52% | $6552.33 | $58.33 | $11.66 | $0.10 |
| 2007 | -26.07% | $2606.78 | $38.69 | $7.74 | $0.06 |
| 2006 | +186.79% | +$18678.84 | $49.18 | $9.84 | $0.08 |
| 2005 | -21.31% | $2131.31 | $67.37 | $13.48 | $0.10 |
| 2004 | +6.10% | +$609.80 | $61.00 | $12.21 | $0.10 |
| 2003 | +25.01% | +$2500.58 | $31.64 | $6.33 | $0.04 |
| 2002 | -12.06% | $1206.43 | $27.79 | $5.56 | $0.04 |
| 2001 | +56.52% | +$5652.14 | $0.00 | $0.00 | $0.00 |
| 2000 | +10.84% | +$1084.37 | $0.00 | $0.00 | $0.00 |
| 1999 | -25.23% | $2522.53 | $0.00 | $0.00 | $0.00 |
| 1998 partial | -58.58% (-75.04% ann.) | $5858.21 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania partial | May 13, 1998 – March 10, 2000 | -70.90% | -49.13% | $7089.55 | $0.00 | $0.00 | $0.00 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +92.76% | +29.05% | +$9276.40 | $52.30 | $10.47 | $0.07 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +157.75% | +20.86% | +$15774.65 | $304.62 | $60.95 | $0.46 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -88.23% | -78.01% | $8823.01 | $42.04 | $8.40 | $0.07 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +902.01% | +97.92% | +$90200.87 | $159.24 | $31.85 | $0.26 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +278.49% | +19.23% | +$27849.25 | $2409.91 | $481.98 | $3.85 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -37.52% | -99.53% | $3751.83 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +0.54% | +0.86% | +$53.52 | $75.57 | $15.11 | $0.12 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +9.85% | +9.32% | +$984.99 | $218.91 | $43.78 | $0.35 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +25.24% | +26.99% | +$2523.93 | $77.59 | $15.52 | $0.12 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +5.09% | +2.71% | +$508.82 | $261.31 | $52.26 | $0.42 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -25.51% | -15.86% | $2550.93 | $309.38 | $61.87 | $0.50 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2002-08-22 | $0.0250 | 0.24% |
| 2003-05-16 | $0.0250 | 0.37% |
| 2004-02-18 | $0.0300 | 0.24% |
| 2004-08-18 | $0.0300 | 0.26% |
| 2005-02-16 | $0.0350 | 0.38% |
| 2005-08-29 | $0.0350 | 0.43% |
| 2006-08-30 | $0.0400 | 0.31% |
| 2007-03-01 | $0.0450 | 0.17% |
| 2007-08-30 | $0.0450 | 0.18% |
| 2008-03-12 | $0.0500 | 0.24% |
| 2008-08-27 | $0.0500 | 0.32% |
| 2009-03-12 | $0.0500 | 1.55% |
| 2012-12-12 | $2.0000 | 6.17% |
| 2013-11-14 | $0.5000 | 1.09% |
| 2014-05-15 | $0.2700 | 0.65% |
| 2014-11-13 | $0.2800 | 0.63% |
| 2015-05-14 | $0.3000 | 0.68% |
| 2015-11-12 | $0.3100 | 0.54% |
| 2016-05-12 | $0.3300 | 0.68% |
| 2016-11-10 | $0.3400 | 0.56% |
| 2017-05-18 | $0.3800 | 0.62% |
| 2017-11-15 | $0.3900 | 0.57% |
| 2018-05-18 | $0.4400 | 0.58% |
| 2018-11-16 | $0.4500 | 0.60% |
| 2019-05-20 | $0.5000 | 0.61% |
| 2019-11-18 | $0.5200 | 0.54% |
| 2020-05-15 | $0.5200 | 0.80% |
| 2020-11-16 | $0.5200 | 0.65% |
| 2021-05-14 | $0.5700 | 0.56% |
| 2021-11-15 | $0.5900 | 0.63% |
| 2022-05-16 | $0.6300 | 0.62% |
| 2022-11-18 | $0.6500 | 0.59% |
| 2023-05-19 | $0.6900 | 0.70% |
| 2023-11-17 | $0.7200 | 0.66% |
| 2024-05-17 | $0.7600 | 0.58% |
| 2024-11-18 | $0.7900 | 0.66% |
| 2025-05-20 | $0.8400 | 0.94% |
| 2025-11-18 | $0.8700 | 1.20% |
| 2026-05-19 | $0.9200 | 1.16% |
| Total | 39 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 |
|---|---|---|---|---|
| 2021-11-15 | $57.97 | $11.59 | $0.09 | 0.5030 |
| 2022-05-16 | $62.22 | $12.44 | $0.10 | 0.4824 |
| 2022-11-18 | $64.50 | $12.90 | $0.10 | 0.4639 |
| 2023-05-19 | $68.79 | $13.76 | $0.11 | 0.5565 |
| 2023-11-17 | $72.18 | $14.44 | $0.12 | 0.5314 |
| 2024-05-17 | $76.60 | $15.32 | $0.12 | 0.4723 |
| 2024-11-18 | $80.00 | $16.00 | $0.13 | 0.5474 |
| 2025-05-20 | $85.52 | $17.10 | $0.14 | 0.7730 |
| 2025-11-18 | $89.25 | $17.85 | $0.14 | 1.0015 |
| 2026-05-19 | $95.30 | $19.06 | $0.15 | 0.9898 |
| Total | $752.32 | $150.46 | $1.20 | 6.3210 |
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.