Samsara Inc. (IOT) Stock Total Returns
Growth of $10,000 chart
2021-12-15 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$14,713
Total Return
47.13%
CAGR
9.03%
Dividends
$0.00
Yield on Cost
0.00%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.97% |
| Median | +0.29% |
| Best | +59.78% |
| Worst | -41.50% |
| % of Windows Positive | 50.7% |
1-Year (252 Trading Days)
| Average | +43.64% |
| Median | +35.25% |
| Best | +262.96% |
| Worst | -59.62% |
| % of Windows Positive | 68.8% |
3-Year (756 Trading Days)
| Average | +163.93% |
| Median | +165.46% |
| Best | +415.43% |
| Worst | +31.49% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -70.38% |
| Average Drawdown | -31.31% |
| Drawdown Duration | 366 Trading Days |
| Sortino Ratio | 0.71 |
| Calmar Ratio | 0.13 |
| CVaR (5%) | -8.43% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +2.51% (+6.06% ann.) | +$251.06 | $0.00 | $0.00 | $0.00 |
| 2025 | -18.86% | $1886.01 | $0.00 | $0.00 | $0.00 |
| 2024 | +30.89% | +$3088.68 | $0.00 | $0.00 | $0.00 |
| 2023 | +168.54% | +$16854.38 | $0.00 | $0.00 | $0.00 |
| 2022 | -55.78% | $5578.09 | $0.00 | $0.00 | $0.00 |
| 2021 partial | +13.81% (+1814.78% ann.) | +$1380.57 | $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 partial | December 15, 2021 – November 9, 2022 | -64.78% | -68.60% | $6477.73 | $0.00 | $0.00 | $0.00 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +403.71% | +139.24% | +$40370.79 | $0.00 | $0.00 | $0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -23.58% | -14.58% | $2357.52 | $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.