NACCO Industries, Inc. (NC) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$24,166
Total Return
141.66%
CAGR
19.30%
Dividends
$2,056.71
Yield on Cost
20.57%
Rolling Returns
1-Month (21 Trading Days)
| Average | +2.20% |
| Median | +1.73% |
| Best | +61.02% |
| Worst | -37.94% |
| % of Windows Positive | 56.0% |
1-Year (252 Trading Days)
| Average | +19.11% |
| Median | +7.70% |
| Best | +133.62% |
| Worst | -49.56% |
| % of Windows Positive | 55.5% |
3-Year (756 Trading Days)
| Average | +10.61% |
| Median | +8.51% |
| Best | +68.52% |
| Worst | -34.55% |
| % of Windows Positive | 63.8% |
Risk Metrics
| Maximum Drawdown | -55.47% |
| Average Drawdown | -29.56% |
| Drawdown Duration | 833 Trading Days |
| Sortino Ratio | 0.92 |
| Calmar Ratio | 0.35 |
| CVaR (5%) | -6.33% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +1.10% (+3.92% ann.) | +$110.04 | $51.59 | $10.32 | $0.08 |
| 2025 | +67.91% | +$6790.94 | $333.83 | $66.77 | $0.53 |
| 2024 | -16.40% | $1639.58 | $249.23 | $49.85 | $0.40 |
| 2023 | -1.99% | $199.34 | $228.53 | $45.71 | $0.37 |
| 2022 | +6.35% | +$634.87 | $227.95 | $45.59 | $0.36 |
| 2021 | +41.39% | +$4138.58 | $302.18 | $60.44 | $0.48 |
| 2020 | -42.58% | $4258.07 | $165.42 | $33.08 | $0.26 |
| 2019 | +39.92% | +$3992.32 | $217.93 | $43.59 | $0.35 |
| 2018 | -8.68% | $867.69 | $176.19 | $35.24 | $0.28 |
| 2017 | +84.29% | +$8429.13 | $170.72 | $34.14 | $0.27 |
| 2016 | +117.49% | +$11748.75 | $254.35 | $50.87 | $0.41 |
| 2015 | -27.76% | $2776.38 | $177.36 | $35.47 | $0.28 |
| 2014 | -3.15% | $314.67 | $165.56 | $33.11 | $0.26 |
| 2013 | +3.88% | +$388.08 | $165.64 | $33.13 | $0.27 |
| 2012 | +121.63% | +$12163.15 | $1480.89 | $296.18 | $2.37 |
| 2011 | -16.09% | $1609.26 | $197.04 | $39.41 | $0.32 |
| 2010 | +122.62% | +$12262.42 | $423.29 | $84.66 | $0.68 |
| 2009 | +39.30% | +$3929.66 | $565.20 | $113.04 | $0.90 |
| 2008 | -61.56% | $6155.99 | $206.46 | $41.29 | $0.33 |
| 2007 | -26.10% | $2610.45 | $145.57 | $29.11 | $0.23 |
| 2006 | +17.88% | +$1787.80 | $163.29 | $32.66 | $0.26 |
| 2005 | +12.69% | +$1269.00 | $176.26 | $35.25 | $0.28 |
| 2004 | +19.57% | +$1957.18 | $188.43 | $37.69 | $0.30 |
| 2003 | +107.71% | +$10771.21 | $289.89 | $57.98 | $0.47 |
| 2002 | -21.77% | $2177.41 | $171.69 | $34.34 | $0.27 |
| 2001 | +31.49% | +$3149.20 | $213.74 | $42.75 | $0.34 |
| 2000 | -20.04% | $2004.31 | $161.17 | $32.23 | $0.26 |
| 1999 | -39.00% | $3899.89 | $92.68 | $18.54 | $0.15 |
| 1998 | -13.66% | $1366.45 | $75.71 | $15.14 | $0.12 |
| 1997 | +102.20% | +$10219.81 | $145.09 | $29.02 | $0.23 |
| 1996 | -2.50% | $250.42 | $134.59 | $26.92 | $0.22 |
| 1995 | +15.89% | +$1588.52 | $147.34 | $29.47 | $0.24 |
| 1994 | -5.17% | $517.17 | $131.53 | $26.31 | $0.21 |
| 1993 | +0.57% | +$57.49 | $127.05 | $25.41 | $0.20 |
| 1992 | +10.57% | +$1057.41 | $191.19 | $38.24 | $0.31 |
| 1991 | +58.86% | +$5885.59 | $204.21 | $40.84 | $0.32 |
| 1990 | -44.86% | $4485.68 | $107.58 | $21.52 | $0.17 |
| 1989 | +78.07% | +$7807.16 | $183.33 | $36.67 | $0.29 |
| 1988 | +34.67% | +$3466.78 | $232.92 | $46.58 | $0.37 |
| 1987 | -8.51% | $851.43 | $196.37 | $39.28 | $0.31 |
| 1986 | +15.09% | +$1509.14 | $201.86 | $40.37 | $0.32 |
| 1985 | +45.98% | +$4597.68 | $114.50 | $22.90 | $0.19 |
| 1984 | -1.53% | $153.45 | $0.00 | $0.00 | $0.00 |
| 1983 | +97.47% | +$9747.45 | $0.00 | $0.00 | $0.00 |
| 1982 | -5.71% | $571.42 | $0.00 | $0.00 | $0.00 |
| 1981 | -23.36% | $2335.77 | $0.00 | $0.00 | $0.00 |
| 1980 | -11.04% | $1103.90 | $0.00 | $0.00 | $0.00 |
| 1979 | +93.71% | +$9371.06 | $0.00 | $0.00 | $0.00 |
| 1978 | -14.52% | $1451.60 | $0.00 | $0.00 | $0.00 |
| 1977 partial | -1.06% (-1.97% ann.) | $106.39 | $0.00 | $0.00 | $0.00 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | -28.77% | -7.13% | $2877.02 | $620.06 | $124.01 | $0.99 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | -8.39% | -3.35% | $839.24 | $570.88 | $114.17 | $0.91 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +210.84% | +25.48% | +$21084.46 | $2386.42 | $477.28 | $3.82 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -86.47% | -75.73% | $8647.20 | $288.71 | $57.74 | $0.46 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +627.23% | +79.99% | +$62723.35 | $4741.60 | $948.32 | $7.59 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +630.03% | +30.04% | +$63003.46 | $5078.09 | $1015.62 | $8.13 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -51.18% | -99.97% | $5118.29 | $39.53 | $7.91 | $0.06 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | -16.10% | -24.60% | $1609.73 | $152.57 | $30.51 | $0.24 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +46.87% | +44.00% | +$4687.02 | $460.21 | $92.04 | $0.74 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +55.25% | +59.52% | +$5524.66 | $208.15 | $41.63 | $0.33 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -43.35% | -26.41% | $4335.04 | $367.30 | $73.46 | $0.59 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +95.72% | +53.43% | +$9572.26 | $572.42 | $114.48 | $0.92 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1985-08-27 | $0.0069 | 0.48% |
| 1985-11-25 | $0.0069 | 0.41% |
| 1986-02-25 | $0.0069 | 0.40% |
| 1986-05-12 | $0.0094 | 0.49% |
| 1986-08-26 | $0.0094 | 0.46% |
| 1986-11-24 | $0.0094 | 0.45% |
| 1987-02-24 | $0.0094 | 0.43% |
| 1987-05-26 | $0.0097 | 0.53% |
| 1987-08-26 | $0.0097 | 0.44% |
| 1987-11-24 | $0.0097 | 0.60% |
| 1988-02-24 | $0.0097 | 0.47% |
| 1988-05-25 | $0.0105 | 0.46% |
| 1988-08-26 | $0.0105 | 0.49% |
| 1988-11-25 | $0.0105 | 0.48% |
| 1989-02-23 | $0.0105 | 0.39% |
| 1989-05-25 | $0.0109 | 0.37% |
| 1989-08-28 | $0.0109 | 0.29% |
| 1989-11-27 | $0.0109 | 0.29% |
| 1990-02-23 | $0.0109 | 0.31% |
| 1990-05-25 | $0.0112 | 0.24% |
| 1990-08-27 | $0.0112 | 0.31% |
| 1990-11-27 | $0.0112 | 0.61% |
| 1991-02-25 | $0.0112 | 0.38% |
| 1991-05-28 | $0.0116 | 0.37% |
| 1991-08-27 | $0.0116 | 0.33% |
| 1991-11-25 | $0.0116 | 0.38% |
| 1992-02-25 | $0.0116 | 0.28% |
| 1992-05-26 | $0.0120 | 0.29% |
| 1992-08-26 | $0.0120 | 0.39% |
| 1992-11-24 | $0.0120 | 0.36% |
| 1992-12-07 | $0.0201 | 0.55% |
| 1993-02-23 | $0.0120 | 0.30% |
| 1993-05-25 | $0.0124 | 0.29% |
| 1993-08-26 | $0.0124 | 0.36% |
| 1993-11-24 | $0.0124 | 0.37% |
| 1994-02-23 | $0.0124 | 0.29% |
| 1994-05-25 | $0.0127 | 0.30% |
| 1994-08-26 | $0.0127 | 0.28% |
| 1994-11-25 | $0.0127 | 0.32% |
| 1995-02-23 | $0.0127 | 0.35% |
| 1995-05-25 | $0.0135 | 0.29% |
| 1995-08-30 | $0.0135 | 0.32% |
| 1995-11-29 | $0.0135 | 0.31% |
| 1996-02-28 | $0.0135 | 0.32% |
| 1996-05-30 | $0.0141 | 0.33% |
| 1996-08-29 | $0.0141 | 0.38% |
| 1996-11-27 | $0.0141 | 0.39% |
| 1997-02-27 | $0.0141 | 0.35% |
| 1997-05-29 | $0.0146 | 0.39% |
| 1997-08-28 | $0.0146 | 0.24% |
| 1997-11-26 | $0.0146 | 0.19% |
| 1998-02-26 | $0.0146 | 0.15% |
| 1998-05-28 | $0.0154 | 0.14% |
| 1998-08-28 | $0.0154 | 0.20% |
| 1998-11-27 | $0.0154 | 0.23% |
| 1999-02-25 | $0.0154 | 0.24% |
| 1999-05-27 | $0.0161 | 0.29% |
| 1999-08-30 | $0.0161 | 0.28% |
| 1999-11-29 | $0.0161 | 0.44% |
| 2000-02-28 | $0.0161 | 0.50% |
| 2000-05-30 | $0.0169 | 0.56% |
| 2000-08-30 | $0.0169 | 0.48% |
| 2000-11-29 | $0.0169 | 0.58% |
| 2001-02-27 | $0.0169 | 0.34% |
| 2001-05-30 | $0.0176 | 0.31% |
| 2001-08-29 | $0.0176 | 0.36% |
| 2001-11-28 | $0.0176 | 0.42% |
| 2002-02-27 | $0.0176 | 0.42% |
| 2002-05-29 | $0.0184 | 0.35% |
| 2002-08-29 | $0.0184 | 0.54% |
| 2002-11-27 | $0.0184 | 0.50% |
| 2003-02-26 | $0.0184 | 0.57% |
| 2003-05-29 | $0.0191 | 0.45% |
| 2003-08-28 | $0.0285 | 0.49% |
| 2003-11-26 | $0.0285 | 0.48% |
| 2004-02-26 | $0.0285 | 0.47% |
| 2004-05-27 | $0.0292 | 0.44% |
| 2004-08-30 | $0.0339 | 0.56% |
| 2004-11-29 | $0.0339 | 0.42% |
| 2005-02-25 | $0.0339 | 0.43% |
| 2005-05-27 | $0.0348 | 0.46% |
| 2005-08-30 | $0.0348 | 0.43% |
| 2005-11-29 | $0.0348 | 0.41% |
| 2006-02-27 | $0.0348 | 0.34% |
| 2006-05-30 | $0.0360 | 0.33% |
| 2006-08-30 | $0.0360 | 0.37% |
| 2006-11-29 | $0.0360 | 0.33% |
| 2007-02-27 | $0.0360 | 0.35% |
| 2007-05-30 | $0.0375 | 0.29% |
| 2007-08-29 | $0.0375 | 0.44% |
| 2007-11-28 | $0.0375 | 0.51% |
| 2008-02-27 | $0.0375 | 0.51% |
| 2008-05-29 | $0.0386 | 0.60% |
| 2008-08-28 | $0.0386 | 0.44% |
| 2008-11-26 | $0.0386 | 1.57% |
| 2009-02-26 | $0.0386 | 2.14% |
| 2009-05-28 | $0.0388 | 1.47% |
| 2009-08-28 | $0.0388 | 0.85% |
| 2009-11-27 | $0.0388 | 0.96% |
| 2010-02-25 | $0.0388 | 1.04% |
| 2010-05-27 | $0.0392 | 0.59% |
| 2010-08-30 | $0.0392 | 0.64% |
| 2010-11-29 | $0.0392 | 0.54% |
| 2011-02-25 | $0.0392 | 0.44% |
| 2011-05-27 | $0.0399 | 0.58% |
| 2011-08-30 | $0.0399 | 0.69% |
| 2011-11-29 | $0.0399 | 0.71% |
| 2012-02-28 | $0.0399 | 0.52% |
| 2012-05-30 | $0.0411 | 0.51% |
| 2012-08-29 | $0.0411 | 0.53% |
| 2012-11-28 | $0.8568 | 6.53% |
| 2013-02-27 | $0.0571 | 0.44% |
| 2013-05-29 | $0.0571 | 0.44% |
| 2013-08-28 | $0.0571 | 0.45% |
| 2013-11-26 | $0.0571 | 0.42% |
| 2014-02-26 | $0.0571 | 0.43% |
| 2014-05-28 | $0.0589 | 0.48% |
| 2014-08-27 | $0.0589 | 0.47% |
| 2014-11-26 | $0.0589 | 0.44% |
| 2015-02-25 | $0.0589 | 0.46% |
| 2015-05-28 | $0.0601 | 0.44% |
| 2015-08-28 | $0.0601 | 0.50% |
| 2015-11-27 | $0.0601 | 0.61% |
| 2016-02-26 | $0.0601 | 0.51% |
| 2016-05-27 | $0.0612 | 0.50% |
| 2016-08-30 | $0.0612 | 0.39% |
| 2016-11-29 | $0.0612 | 0.28% |
| 2017-02-27 | $0.0612 | 0.42% |
| 2017-05-30 | $0.0624 | 0.42% |
| 2017-08-30 | $0.0624 | 0.37% |
| 2017-11-30 | $0.1650 | 0.38% |
| 2018-02-28 | $0.1650 | 0.39% |
| 2018-05-31 | $0.1650 | 0.44% |
| 2018-08-30 | $0.1650 | 0.47% |
| 2018-11-29 | $0.1650 | 0.48% |
| 2019-02-28 | $0.1650 | 0.45% |
| 2019-05-30 | $0.1900 | 0.37% |
| 2019-08-29 | $0.1900 | 0.38% |
| 2019-11-27 | $0.1900 | 0.40% |
| 2020-02-27 | $0.1900 | 0.43% |
| 2020-05-28 | $0.1930 | 0.69% |
| 2020-08-31 | $0.1930 | 0.91% |
| 2020-11-27 | $0.1930 | 0.72% |
| 2021-03-05 | $0.1930 | 0.77% |
| 2021-05-28 | $0.1980 | 0.79% |
| 2021-08-30 | $0.1980 | 0.77% |
| 2021-11-29 | $0.1980 | 0.65% |
| 2022-03-04 | $0.1980 | 0.60% |
| 2022-05-27 | $0.2080 | 0.37% |
| 2022-08-30 | $0.2080 | 0.45% |
| 2022-11-29 | $0.2080 | 0.47% |
| 2023-03-06 | $0.2080 | 0.53% |
| 2023-05-30 | $0.2180 | 0.67% |
| 2023-09-01 | $0.2180 | 0.67% |
| 2023-11-29 | $0.2180 | 0.64% |
| 2024-03-01 | $0.2180 | 0.66% |
| 2024-05-31 | $0.2280 | 0.70% |
| 2024-09-03 | $0.2280 | 0.82% |
| 2024-12-02 | $0.2280 | 0.71% |
| 2025-03-03 | $0.2280 | 0.71% |
| 2025-05-30 | $0.2530 | 0.69% |
| 2025-09-02 | $0.2530 | 0.65% |
| 2025-12-01 | $0.2530 | 0.52% |
| 2026-03-02 | $0.2530 | 0.44% |
| Total | 164 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-05-28 | $87.57 | $17.51 | $0.14 | 2.7322 |
| 2021-08-30 | $88.11 | $17.62 | $0.14 | 2.8516 |
| 2021-11-29 | $88.68 | $17.74 | $0.14 | 2.3039 |
| 2022-03-04 | $89.13 | $17.83 | $0.14 | 2.3203 |
| 2022-05-27 | $94.12 | $18.82 | $0.15 | 1.2996 |
| 2022-08-30 | $94.39 | $18.88 | $0.15 | 1.7233 |
| 2022-11-29 | $94.75 | $18.95 | $0.15 | 1.6931 |
| 2023-03-06 | $95.10 | $19.02 | $0.15 | 1.9788 |
| 2023-05-30 | $100.10 | $20.02 | $0.16 | 2.5276 |
| 2023-09-01 | $100.65 | $20.13 | $0.16 | 2.4795 |
| 2023-11-29 | $101.19 | $20.24 | $0.16 | 2.3150 |
| 2024-03-01 | $101.70 | $20.34 | $0.16 | 2.4695 |
| 2024-05-31 | $106.93 | $21.39 | $0.17 | 2.5652 |
| 2024-09-03 | $107.51 | $21.50 | $0.17 | 3.1651 |
| 2024-12-02 | $108.23 | $21.65 | $0.17 | 2.6811 |
| 2025-03-03 | $108.84 | $21.77 | $0.17 | 2.7064 |
| 2025-05-30 | $121.46 | $24.29 | $0.19 | 2.7043 |
| 2025-09-02 | $122.15 | $24.43 | $0.20 | 2.4658 |
| 2025-12-01 | $122.77 | $24.55 | $0.20 | 2.1557 |
| 2026-03-02 | $123.32 | $24.66 | $0.20 | 1.6733 |
| Total | $2056.71 | $411.34 | $3.29 | 46.8114 |
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.