NeoVolta Inc. (NEOV) Stock Total Returns

Growth of $10,000 chart

2021-06-03 to 2026-06-03
to
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Investment Performance

Final Value
$2,868
Total Return
-71.32%
CAGR
-22.11%
Dividends
$0.00
Yield on Cost
0.00%

Rolling Returns

1-Month (21 Trading Days)
Average+1.55%
Median-4.87%
Best+191.36%
Worst-57.14%
% of Windows Positive38.8%
1-Year (252 Trading Days)
Average+3.75%
Median-19.17%
Best+276.81%
Worst-80.56%
% of Windows Positive39.5%
3-Year (756 Trading Days)
Average-13.90%
Median-23.01%
Best+127.18%
Worst-67.88%
% of Windows Positive36.4%

Risk Metrics

Maximum Drawdown -90.38%
Average Drawdown -46.35%
Drawdown Duration 1104 Trading Days (Unrecovered)
Sortino Ratio 0.29
Calmar Ratio -0.24
CVaR (5%) -12.29%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -35.86% (-65.12% ann.) $3585.53 $0.00 $0.00 $0.00
2025 -41.65% $4165.07 $0.00 $0.00 $0.00
2024 +225.63% +$22562.50 $0.00 $0.00 $0.00
2023 -42.65% $4265.23 $0.00 $0.00 $0.00
2022 -60.20% $6019.97 $0.00 $0.00 $0.00
2021 +60.78% +$6077.98 $0.00 $0.00 $0.00
2020 partial +237.98% (+622.06% ann.) +$23798.45 $0.00 $0.00 $0.00

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Policy bazooka / monetary euphoria partial May 20, 2020 – November 6, 2020 +193.80% +913.02% +$19379.85 $0.00 $0.00 $0.00
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +76.17% +71.12% +$7616.58 $0.00 $0.00 $0.00
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -44.97% -46.96% $4497.04 $0.00 $0.00 $0.00
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -15.34% -8.59% $1534.39 $0.00 $0.00 $0.00
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – June 3, 2026 -38.10% -24.51% $3809.52 $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.

CASH

CAGR 11.87% Total 3812.86% Final $391,286
1993-09-20 — 2026-06-03
KMT

CAGR 7.27% Total 4103.54% Final $420,354
1973-02-21 — 2026-06-03
SNDA

CAGR -6.79% Total -86.62% Final $1,338
1997-10-31 — 2026-06-03