Navient Corporation (NAVI) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$4,712
Total Return
-52.88%
CAGR
-13.97%
Dividends
$1,843.90
Yield on Cost
18.44%
Rolling Returns
1-Month (21 Trading Days)
| Average | -0.70% |
| Median | -0.93% |
| Best | +29.72% |
| Worst | -27.81% |
| % of Windows Positive | 46.9% |
1-Year (252 Trading Days)
| Average | -8.06% |
| Median | -10.22% |
| Best | +49.16% |
| Worst | -41.62% |
| % of Windows Positive | 29.3% |
3-Year (756 Trading Days)
| Average | -18.75% |
| Median | -16.82% |
| Best | +23.58% |
| Worst | -50.23% |
| % of Windows Positive | 7.8% |
Risk Metrics
| Maximum Drawdown | -63.05% |
| Average Drawdown | -28.62% |
| Drawdown Duration | 1180 Trading Days (Unrecovered) |
| Sortino Ratio | -0.31 |
| Calmar Ratio | -0.22 |
| CVaR (5%) | -5.61% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -41.89% (-72.40% ann.) | $4188.84 | $123.07 | $24.62 | $0.20 |
| 2025 | +1.60% | +$159.97 | $488.27 | $97.66 | $0.78 |
| 2024 | -26.23% | $2622.53 | $347.99 | $69.60 | $0.56 |
| 2023 | +16.63% | +$1662.83 | $393.47 | $78.70 | $0.63 |
| 2022 | -20.00% | $1999.90 | $305.18 | $61.03 | $0.48 |
| 2021 | +122.42% | +$12241.57 | $659.86 | $131.97 | $1.06 |
| 2020 | -24.17% | $2416.96 | $477.52 | $95.50 | $0.77 |
| 2019 | +61.48% | +$6148.05 | $737.55 | $147.52 | $1.17 |
| 2018 | -31.15% | $3114.75 | $487.44 | $97.50 | $0.77 |
| 2017 | -15.89% | $1589.32 | $394.66 | $78.93 | $0.64 |
| 2016 | +48.94% | +$4893.93 | $567.81 | $113.54 | $0.90 |
| 2015 | -45.18% | $4518.45 | $299.35 | $59.87 | $0.48 |
| 2014 partial | +29.78% (+44.63% ann.) | +$2977.51 | $266.81 | $53.36 | $0.42 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Secular stagnation / QE / low inflation / duration bull partial | April 17, 2014 – February 19, 2020 | +3.82% | +0.64% | +$382.13 | $2364.26 | $472.85 | $3.77 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -57.55% | -99.99% | $5754.91 | $110.73 | $22.15 | $0.18 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +34.57% | +61.23% | +$3456.53 | $455.49 | $91.09 | $0.73 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +104.88% | +97.48% | +$10488.21 | $649.45 | $129.88 | $1.04 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -21.06% | -22.20% | $2105.65 | $327.81 | $65.56 | $0.52 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +7.01% | +3.72% | +$700.82 | $826.22 | $165.26 | $1.32 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -50.58% | -33.85% | $5057.74 | $613.33 | $122.67 | $0.98 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2014-06-04 | $0.1500 | 0.95% |
| 2014-09-10 | $0.1500 | 0.86% |
| 2014-12-03 | $0.1500 | 0.72% |
| 2015-03-04 | $0.1600 | 0.80% |
| 2015-06-03 | $0.1600 | 0.83% |
| 2015-09-02 | $0.1600 | 1.30% |
| 2015-12-02 | $0.1600 | 1.31% |
| 2016-03-02 | $0.1600 | 1.46% |
| 2016-06-01 | $0.1600 | 1.17% |
| 2016-08-31 | $0.1600 | 1.11% |
| 2016-11-30 | $0.1600 | 0.93% |
| 2017-03-01 | $0.1600 | 1.04% |
| 2017-05-31 | $0.1600 | 1.09% |
| 2017-08-30 | $0.1600 | 1.18% |
| 2017-11-30 | $0.1600 | 1.25% |
| 2018-03-01 | $0.1600 | 1.23% |
| 2018-05-31 | $0.1600 | 1.13% |
| 2018-09-06 | $0.1600 | 1.16% |
| 2018-12-06 | $0.1600 | 1.48% |
| 2019-02-28 | $0.1600 | 1.27% |
| 2019-06-06 | $0.1600 | 1.21% |
| 2019-09-05 | $0.1600 | 1.27% |
| 2019-12-05 | $0.1600 | 1.14% |
| 2020-03-05 | $0.1600 | 1.44% |
| 2020-06-04 | $0.1600 | 1.95% |
| 2020-09-03 | $0.1600 | 1.74% |
| 2020-12-03 | $0.1600 | 1.65% |
| 2021-03-04 | $0.1600 | 1.26% |
| 2021-06-03 | $0.1600 | 0.86% |
| 2021-09-02 | $0.1600 | 0.69% |
| 2021-12-02 | $0.1600 | 0.82% |
| 2022-03-03 | $0.1600 | 0.91% |
| 2022-06-02 | $0.1600 | 1.02% |
| 2022-09-01 | $0.1600 | 1.04% |
| 2022-12-01 | $0.1600 | 0.97% |
| 2023-03-02 | $0.1600 | 0.89% |
| 2023-06-01 | $0.1600 | 1.06% |
| 2023-08-31 | $0.1600 | 0.91% |
| 2023-11-30 | $0.1600 | 0.94% |
| 2024-02-29 | $0.1600 | 1.02% |
| 2024-06-07 | $0.1600 | 1.09% |
| 2024-09-06 | $0.1600 | 1.00% |
| 2024-12-06 | $0.1600 | 1.05% |
| 2025-03-07 | $0.1600 | 1.16% |
| 2025-06-06 | $0.1600 | 1.18% |
| 2025-09-05 | $0.1600 | 1.16% |
| 2025-12-05 | $0.1600 | 1.29% |
| 2026-03-06 | $0.1600 | 1.87% |
| Total | 48 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 |
|---|---|---|---|---|
| 2021-06-03 | $85.80 | $17.16 | $0.14 | 3.6989 |
| 2021-09-02 | $86.39 | $17.28 | $0.14 | 3.0134 |
| 2021-12-02 | $86.88 | $17.38 | $0.14 | 3.4560 |
| 2022-03-03 | $87.43 | $17.49 | $0.14 | 4.0654 |
| 2022-06-02 | $88.08 | $17.62 | $0.14 | 4.4848 |
| 2022-09-01 | $88.80 | $17.76 | $0.14 | 4.7232 |
| 2022-12-01 | $89.55 | $17.91 | $0.15 | 4.2058 |
| 2023-03-02 | $90.23 | $18.05 | $0.15 | 4.0266 |
| 2023-06-01 | $90.87 | $18.17 | $0.15 | 4.6506 |
| 2023-08-31 | $91.61 | $18.33 | $0.15 | 4.1441 |
| 2023-11-30 | $92.27 | $18.46 | $0.15 | 4.3008 |
| 2024-02-29 | $92.97 | $18.60 | $0.15 | 4.5647 |
| 2024-06-07 | $93.70 | $18.74 | $0.15 | 5.1985 |
| 2024-09-06 | $94.53 | $18.91 | $0.15 | 4.7645 |
| 2024-12-06 | $95.29 | $19.05 | $0.15 | 5.0085 |
| 2025-03-07 | $96.09 | $19.22 | $0.15 | 5.4065 |
| 2025-06-06 | $96.96 | $19.39 | $0.15 | 5.7553 |
| 2025-09-05 | $97.87 | $19.57 | $0.16 | 5.6915 |
| 2025-12-05 | $98.79 | $19.76 | $0.16 | 6.3657 |
| 2026-03-06 | $99.80 | $19.96 | $0.16 | 9.6005 |
| Total | $1843.90 | $368.80 | $2.95 | 97.1254 |
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.