Loar Holdings Inc. (LOAR) Stock Total Returns
Growth of $10,000 chart
2024-04-25 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$12,914
Total Return
29.14%
CAGR
12.91%
Dividends
$0.00
Yield on Cost
0.00%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.61% |
| Median | +0.59% |
| Best | +46.35% |
| Worst | -24.43% |
| % of Windows Positive | 52.5% |
1-Year (252 Trading Days)
| Average | +5.36% |
| Median | -1.87% |
| Best | +109.55% |
| Worst | -43.78% |
| % of Windows Positive | 45.7% |
3-Year (756 Trading Days)
Risk Metrics
| Maximum Drawdown | -45.97% |
| Average Drawdown | -19.42% |
| Drawdown Duration | 266 Trading Days (Unrecovered) |
| Sortino Ratio | 0.73 |
| Calmar Ratio | 0.28 |
| CVaR (5%) | -6.77% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -7.32% (-16.51% ann.) | $732.36 | $0.00 | $0.00 | $0.00 |
| 2025 | -8.00% | $799.62 | $0.00 | $0.00 | $0.00 |
| 2024 partial | +51.45% (+83.40% ann.) | +$5145.49 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Disinflation rebound / AI-led narrow bull / higher-for-longer partial | April 25, 2024 – September 17, 2024 | +57.68% | +214.94% | +$5768.44 | $0.00 | $0.00 | $0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -14.43% | -8.73% | $1443.31 | $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.