Karat Packaging Inc. (KRT) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$15,757
Total Return
57.57%
CAGR
9.52%
Dividends
$3,048.44
Yield on Cost
30.48%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.32% |
| Median | +0.56% |
| Best | +33.58% |
| Worst | -21.49% |
| % of Windows Positive | 51.9% |
1-Year (252 Trading Days)
| Average | +16.42% |
| Median | +3.94% |
| Best | +135.81% |
| Worst | -40.68% |
| % of Windows Positive | 56.1% |
3-Year (756 Trading Days)
| Average | +74.42% |
| Median | +71.07% |
| Best | +167.46% |
| Worst | +9.39% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -48.74% |
| Average Drawdown | -19.27% |
| Drawdown Duration | 516 Trading Days |
| Sortino Ratio | 0.61 |
| Calmar Ratio | 0.20 |
| CVaR (5%) | -6.86% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +21.23% (+57.87% ann.) | +$2122.95 | $401.60 | $80.32 | $0.64 |
| 2025 | -21.25% | $2125.46 | $605.74 | $121.15 | $0.97 |
| 2024 | +27.37% | +$2737.27 | $634.21 | $126.85 | $1.01 |
| 2023 | +80.27% | +$8026.66 | $741.72 | $148.34 | $1.19 |
| 2022 | -27.48% | $2747.53 | $173.18 | $34.64 | $0.28 |
| 2021 partial | +8.89% (+12.71% ann.) | +$889.01 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Reopening reflation / fiscal boom / supply bottlenecks partial | April 15, 2021 – November 29, 2021 | +14.06% | +23.46% | +$1406.25 | $0.00 | $0.00 | $0.00 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -32.42% | -34.04% | $3242.38 | $0.00 | $0.00 | $0.00 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +76.18% | +35.74% | +$7618.39 | $1649.96 | $330.00 | $2.64 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +12.61% | +7.21% | +$1260.65 | $1241.76 | $248.36 | $1.99 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2022-11-18 | $0.3500 | 2.50% |
| 2023-05-22 | $0.3500 | 2.22% |
| 2023-08-22 | $0.5000 | 2.02% |
| 2023-11-17 | $0.2000 | 0.95% |
| 2024-02-20 | $0.3000 | 1.06% |
| 2024-05-16 | $0.3500 | 1.20% |
| 2024-08-21 | $0.5000 | 1.94% |
| 2024-11-20 | $0.4000 | 1.38% |
| 2025-02-24 | $0.4500 | 1.45% |
| 2025-05-16 | $0.4500 | 1.47% |
| 2025-08-20 | $0.4500 | 1.73% |
| 2025-11-21 | $0.4500 | 2.14% |
| 2026-02-20 | $0.4500 | 1.75% |
| 2026-05-21 | $0.4500 | 1.63% |
| Total | 14 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 |
|---|---|---|---|---|
| 2022-11-18 | $171.65 | $34.33 | $0.27 | 9.8031 |
| 2023-05-22 | $175.09 | $35.02 | $0.28 | 8.9150 |
| 2023-08-22 | $254.58 | $50.92 | $0.41 | 8.4233 |
| 2023-11-17 | $103.51 | $20.70 | $0.16 | 3.8856 |
| 2024-02-20 | $156.44 | $31.29 | $0.25 | 4.5107 |
| 2024-05-16 | $184.09 | $36.82 | $0.29 | 5.1212 |
| 2024-08-21 | $265.55 | $53.11 | $0.43 | 8.3240 |
| 2024-11-20 | $215.77 | $43.15 | $0.35 | 6.0339 |
| 2025-02-24 | $245.46 | $49.09 | $0.39 | 6.4189 |
| 2025-05-16 | $248.34 | $49.67 | $0.40 | 6.3408 |
| 2025-08-20 | $251.19 | $50.24 | $0.40 | 8.0190 |
| 2025-11-21 | $254.81 | $50.96 | $0.41 | 9.6324 |
| 2026-02-20 | $259.14 | $51.83 | $0.42 | 8.1874 |
| 2026-05-21 | $262.83 | $52.57 | $0.42 | 7.8532 |
| Total | $3048.44 | $609.70 | $4.88 | 101.4687 |
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.