Navan, Inc. (NAVN) Stock Total Returns

Growth of $10,000 chart

2025-10-30 to 2026-06-03
to
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Investment Performance

Final Value
$11,080
Total Return
10.80%
CAGR
18.94%
Dividends
$0.00
Yield on Cost
0.00%

Rolling Returns

1-Month (21 Trading Days)
Average+6.73%
Median+4.19%
Best+82.02%
Worst-41.09%
% of Windows Positive55.1%
1-Year (252 Trading Days)
3-Year (756 Trading Days)

Risk Metrics

Maximum Drawdown -58.03%
Average Drawdown -28.45%
Drawdown Duration 142 Trading Days
Sortino Ratio 1.08
Calmar Ratio 0.33
CVaR (5%) -10.37%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +29.74% (+85.44% ann.) +$2974.24 $0.00 $0.00 $0.00
2025 partial -14.60% (-60.54% ann.) $1460.00 $0.00 $0.00 $0.00

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Disinflationary easing / resilient growth / AI capex under oil-shock test partial October 30, 2025 – June 3, 2026 +10.80% +18.94% +$1080.00 $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.

ATHR

CAGR -37.07% Total -41.22% Final $5,878
2025-04-10 — 2026-06-03
HFFG

CAGR -17.40% Total -81.19% Final $1,881
2017-09-07 — 2026-06-03
RDNW

CAGR -22.69% Total -90.94% Final $905.88
2017-02-02 — 2026-06-03