IQVIA Holdings Inc. (IQV) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$8,391
Total Return
-16.09%
CAGR
-3.45%
Dividends
$0.00
Yield on Cost
0.00%
Rolling Returns
1-Month (21 Trading Days)
| Average | -0.06% |
| Median | +0.04% |
| Best | +29.51% |
| Worst | -32.38% |
| % of Windows Positive | 50.0% |
1-Year (252 Trading Days)
| Average | -5.63% |
| Median | -6.42% |
| Best | +33.19% |
| Worst | -41.62% |
| % of Windows Positive | 34.7% |
3-Year (756 Trading Days)
| Average | -12.07% |
| Median | -13.74% |
| Best | +26.10% |
| Worst | -40.99% |
| % of Windows Positive | 19.8% |
Risk Metrics
| Maximum Drawdown | -51.52% |
| Average Drawdown | -22.55% |
| Drawdown Duration | 1074 Trading Days (Unrecovered) |
| Sortino Ratio | 0.08 |
| Calmar Ratio | -0.07 |
| CVaR (5%) | -4.53% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -22.24% (-58.66% ann.) | $2223.95 | $0.00 | $0.00 | $0.00 |
| 2025 | +14.71% | +$1470.66 | $0.00 | $0.00 | $0.00 |
| 2024 | -15.07% | $1507.05 | $0.00 | $0.00 | $0.00 |
| 2023 | +12.93% | +$1292.89 | $0.00 | $0.00 | $0.00 |
| 2022 | -27.38% | $2738.00 | $0.00 | $0.00 | $0.00 |
| 2021 | +57.47% | +$5747.05 | $0.00 | $0.00 | $0.00 |
| 2020 | +15.96% | +$1596.01 | $0.00 | $0.00 | $0.00 |
| 2019 | +33.00% | +$3300.34 | $0.00 | $0.00 | $0.00 |
| 2018 | +18.66% | +$1866.19 | $0.00 | $0.00 | $0.00 |
| 2017 | +28.73% | +$2873.11 | $0.00 | $0.00 | $0.00 |
| 2016 | +10.76% | +$1076.31 | $0.00 | $0.00 | $0.00 |
| 2015 | +16.63% | +$1662.99 | $0.00 | $0.00 | $0.00 |
| 2014 | +27.04% | +$2703.93 | $0.00 | $0.00 | $0.00 |
| 2013 partial | +10.05% (+15.97% ann.) | +$1004.51 | $0.00 | $0.00 | $0.00 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Secular stagnation / QE / low inflation / duration bull partial | May 9, 2013 – February 19, 2020 | +290.38% | +22.24% | +$29038.23 | $0.00 | $0.00 | $0.00 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -48.82% | -99.95% | $4882.42 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +76.91% | +150.40% | +$7690.64 | $0.00 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +53.57% | +50.23% | +$5357.02 | $0.00 | $0.00 | $0.00 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -21.16% | -22.30% | $2115.54 | $0.00 | $0.00 | $0.00 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +7.82% | +4.14% | +$781.74 | $0.00 | $0.00 | $0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | -27.77% | -18.73% | $2777.02 | $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.