NewMarket Corporation (NEU) Stock Total Returns

Growth of $10,000 chart

2021-04-14 to 2026-04-14
to
$
%
%
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Investment Performance

Final Value
$18,513
Total Return
85.13%
CAGR
13.11%
Dividends
$1,297.77
Yield on Cost
12.98%

Rolling Returns

1-Month (21 Trading Days)
Average+1.31%
Median+0.99%
Best+21.88%
Worst-18.24%
% of Windows Positive57.3%
1-Year (252 Trading Days)
Average+25.44%
Median+21.52%
Best+89.91%
Worst-19.92%
% of Windows Positive74.2%
3-Year (756 Trading Days)
Average+102.01%
Median+85.24%
Best+216.90%
Worst+45.84%
% of Windows Positive100.0%

Risk Metrics

Maximum Drawdown -32.82%
Average Drawdown -11.14%
Drawdown Duration 128 Trading Days (Unrecovered)
Sortino Ratio 0.84
Calmar Ratio 0.40
CVaR (5%) -3.70%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -4.42% (-14.68% ann.) $442.12 $43.65 $8.73 $0.07
2025 +31.83% +$3183.41 $214.12 $42.82 $0.34
2024 -1.82% $181.77 $184.16 $36.83 $0.29
2023 +78.36% +$7836.48 $286.46 $57.29 $0.46
2022 -7.19% $718.98 $247.15 $49.43 $0.40
2021 -12.32% $1232.38 $202.22 $40.44 $0.32
2020 -16.83% $1682.77 $157.15 $31.43 $0.25
2019 +19.62% +$1962.37 $178.05 $35.61 $0.28
2018 +5.15% +$515.38 $177.06 $35.41 $0.28
2017 -5.01% $500.53 $165.93 $33.19 $0.27
2016 +12.72% +$1272.04 $168.91 $33.78 $0.27
2015 -4.60% $460.13 $144.29 $28.86 $0.23
2014 +21.94% +$2194.03 $141.17 $28.23 $0.23
2013 +28.79% +$2879.32 $145.54 $29.11 $0.23
2012 +33.78% +$3378.05 $152.12 $30.42 $0.24
2011 +62.50% +$6250.16 $194.68 $38.93 $0.31
2010 +8.73% +$873.15 $136.98 $27.40 $0.22
2009 +232.81% +$23281.02 $309.82 $61.96 $0.49
2008 -36.59% $3658.53 $144.14 $28.83 $0.23
2007 -4.78% $477.76 $97.75 $19.55 $0.16
2006 +143.49% +$14349.38 $205.17 $41.03 $0.33
2005 +22.91% +$2291.46 $0.00 $0.00 $0.00
2004 -9.01% $900.78 $0.00 $0.00 $0.00
2003 +236.98% +$23698.00 $0.00 $0.00 $0.00
2002 +41.09% +$4108.69 $0.00 $0.00 $0.00
2001 -36.00% $3600.00 $0.00 $0.00 $0.00
2000 -57.46% $5746.26 $363.15 $72.63 $0.58
1999 -34.98% $3498.31 $451.53 $90.31 $0.72
1998 -24.39% $2439.12 $326.12 $65.22 $0.52
1997 -15.90% $1590.02 $466.41 $93.28 $0.75
1996 -19.98% $1997.77 $410.05 $82.01 $0.66
1995 +33.22% +$3322.39 $526.87 $105.37 $0.84
1994 -17.03% $1702.76 $4350.12 $870.02 $6.96
1993 -6.33% $632.84 $264.05 $52.81 $0.42
1992 +4.03% +$402.84 $215.74 $43.15 $0.35
1991 +21.32% +$2132.28 $256.95 $51.39 $0.41
1990 -12.99% $1299.29 $219.62 $43.92 $0.35
1989 +35.28% +$3528.17 $938.95 $187.79 $1.50
1988 +18.85% +$1884.91 $244.72 $48.94 $0.39
1987 +0.03% +$2.94 $214.26 $42.85 $0.34
1986 +39.61% +$3960.75 $247.18 $49.44 $0.40
1985 +71.82% +$7181.89 $181.70 $36.34 $0.29
1984 +25.49% +$2549.02 $0.00 $0.00 $0.00
1983 +72.88% +$7288.14 $0.00 $0.00 $0.00
1982 +25.53% +$2553.19 $0.00 $0.00 $0.00
1981 -13.36% $1336.41 $0.00 $0.00 $0.00
1980 partial +8.50% (+10.86% ann.) +$850.00 $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 -66.88% -21.41% $6688.27 $1638.33 $327.67 $2.62
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 -79.61% -46.09% $7960.69 $434.49 $86.90 $0.70
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +1627.28% +76.87% +$162728.30 $3027.28 $605.47 $4.83
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -39.24% -29.72% $3924.43 $200.09 $40.02 $0.32
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +635.35% +80.58% +$63535.19 $2070.98 $414.20 $3.31
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +102.33% +9.76% +$10232.98 $1969.01 $393.80 $3.15
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -20.18% -92.37% $2018.08 $44.06 $8.81 $0.07
Policy bazooka / monetary euphoria March 25, 2020 – November 6, 2020 +10.71% +17.87% +$1070.93 $115.76 $23.15 $0.19
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 -9.15% -8.70% $915.15 $206.50 $41.30 $0.33
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -8.31% -8.80% $831.31 $255.58 $51.11 $0.41
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +85.91% +39.73% +$8591.10 $608.65 $121.73 $0.97
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +21.92% +13.47% +$2192.03 $308.47 $61.69 $0.49

Dividend History

Annual Dividends Per Share
TTM Yield
Consecutive Years Paid
current
Consecutive Years of Growth
current

Date Per Share Yield %
1985-09-10 $0.2333 0.60%
1985-12-10 $0.2500 0.51%
1986-03-10 $0.2667 0.43%
1986-06-10 $0.2667 0.41%
1986-09-09 $0.2667 0.44%
1986-12-09 $0.3167 0.50%
1987-03-10 $0.3333 0.36%
1987-06-09 $0.3333 0.36%
1987-09-08 $0.3333 0.37%
1987-12-08 $0.3333 0.63%
1988-03-08 $0.3667 0.49%
1988-06-09 $0.3667 0.50%
1988-09-08 $0.3667 0.51%
1988-12-09 $0.4000 0.57%
1989-03-09 $0.4000 0.51%
1989-06-09 $0.4000 0.47%
1989-09-11 $0.4000 0.45%
1989-12-11 $5.5000 5.95%
1990-03-09 $0.5000 0.55%
1990-06-11 $0.5000 0.50%
1990-09-10 $0.5000 0.55%
1990-12-10 $0.5000 0.63%
1991-03-11 $0.5000 0.50%
1991-06-10 $0.5000 0.52%
1991-09-10 $0.5000 0.62%
1991-12-10 $0.5000 0.61%
1992-03-10 $0.5000 0.60%
1992-06-09 $0.5000 0.50%
1992-09-09 $0.5000 0.57%
1992-12-09 $0.5000 0.51%
1993-03-09 $0.5000 0.53%
1993-06-07 $0.5000 0.50%
1993-09-09 $0.7500 0.82%
1993-12-09 $0.7500 0.79%
1994-03-11 $34.3750 39.29%
1994-03-17 $0.6250 1.00%
1994-06-09 $0.6250 0.97%
1994-09-09 $0.6250 1.09%
1994-12-09 $0.6250 1.22%
1995-03-09 $0.6250 1.23%
1995-06-13 $0.6250 1.11%
1995-09-13 $0.6250 1.09%
1995-12-13 $0.6250 0.99%
1996-03-13 $0.6250 1.19%
1996-06-12 $0.6250 1.23%
1996-09-12 $0.6250 1.39%
1996-12-12 $0.6250 1.37%
1997-03-07 $0.6250 1.35%
1997-06-12 $0.6250 1.35%
1997-09-11 $0.6250 1.39%
1997-12-11 $0.3100 0.75%
1998-03-12 $0.3100 0.74%
1998-06-11 $0.3100 0.89%
1998-09-11 $0.3100 1.40%
1998-12-11 $0.3100 1.08%
1999-03-11 $0.3100 1.32%
1999-06-11 $0.3100 1.27%
1999-09-13 $0.3150 1.16%
1999-12-13 $0.3150 1.60%
2000-03-13 $0.3150 2.06%
2000-06-13 $0.3150 2.10%
2006-03-14 $0.1250 0.33%
2006-06-13 $0.1250 0.30%
2006-09-13 $0.1250 0.23%
2006-12-13 $0.1250 0.21%
2007-03-13 $0.1250 0.29%
2007-06-13 $0.1250 0.27%
2007-09-12 $0.1250 0.28%
2007-12-12 $0.2000 0.37%
2008-03-12 $0.2000 0.29%
2008-06-11 $0.2000 0.25%
2008-09-11 $0.2000 0.33%
2008-12-11 $0.2000 0.53%
2009-03-12 $0.2000 0.61%
2009-06-11 $0.2500 0.33%
2009-09-11 $0.2500 0.28%
2009-12-11 $0.3750 0.34%
2010-03-11 $0.3750 0.37%
2010-06-11 $0.3750 0.38%
2010-09-13 $0.3750 0.35%
2010-12-13 $0.4400 0.34%
2011-03-11 $0.4400 0.34%
2011-06-13 $0.6000 0.38%
2011-09-13 $0.6000 0.38%
2011-12-13 $0.7500 0.38%
2012-03-13 $0.7500 0.42%
2012-06-13 $0.7500 0.35%
2012-09-13 $0.7500 0.30%
2012-12-05 $0.7500 0.28%
2013-03-13 $0.9000 0.34%
2013-06-13 $0.9000 0.32%
2013-09-12 $0.9000 0.32%
2013-12-12 $1.1000 0.34%
2014-03-13 $1.1000 0.29%
2014-06-12 $1.1000 0.28%
2014-09-11 $1.1000 0.27%
2014-12-11 $1.4000 0.36%
2015-03-12 $1.4000 0.30%
2015-06-11 $1.4000 0.30%
2015-09-11 $1.4000 0.36%
2015-12-11 $1.6000 0.42%
2016-03-11 $1.6000 0.42%
2016-06-13 $1.6000 0.39%
2016-09-13 $1.6000 0.38%
2016-12-13 $1.6000 0.38%
2017-03-13 $1.7500 0.40%
2017-06-13 $1.7500 0.37%
2017-09-14 $1.7500 0.42%
2017-12-14 $1.7500 0.45%
2018-03-14 $1.7500 0.41%
2018-06-14 $1.7500 0.44%
2018-09-14 $1.7500 0.44%
2018-12-14 $1.7500 0.44%
2019-03-14 $1.7500 0.40%
2019-06-14 $1.7500 0.43%
2019-09-13 $1.9000 0.41%
2019-12-13 $1.9000 0.39%
2020-03-13 $1.9000 0.52%
2020-06-12 $1.9000 0.48%
2020-09-14 $1.9000 0.52%
2020-12-14 $1.9000 0.48%
2021-03-12 $1.9000 0.49%
2021-06-14 $1.9000 0.56%
2021-09-14 $2.1000 0.63%
2021-12-14 $2.1000 0.63%
2022-03-14 $2.1000 0.66%
2022-06-14 $2.1000 0.70%
2022-09-14 $2.1000 0.71%
2022-12-14 $2.1000 0.67%
2023-03-14 $2.1000 0.62%
2023-06-14 $2.2500 0.56%
2023-09-14 $2.2500 0.50%
2023-12-14 $2.2500 0.40%
2024-03-14 $2.5000 0.41%
2024-06-14 $2.5000 0.47%
2024-09-16 $2.5000 0.45%
2024-12-16 $2.5000 0.46%
2025-03-17 $2.7500 0.52%
2025-06-16 $2.7500 0.42%
2025-09-15 $2.7500 0.33%
2025-12-15 $3.0000 0.40%
2026-03-16 $3.0000 0.51%
Total 142 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
2021-06-14 $49.38 $9.88 $0.08 0.1192
2021-09-14 $54.82 $10.96 $0.09 0.1351
2021-12-14 $55.11 $11.02 $0.09 0.1348
2022-03-14 $55.39 $11.08 $0.09 0.1408
2022-06-14 $55.69 $11.14 $0.09 0.1537
2022-09-14 $56.01 $11.20 $0.09 0.1516
2022-12-14 $56.33 $11.27 $0.09 0.1448
2023-03-14 $56.63 $11.33 $0.09 0.1321
2023-06-14 $60.97 $12.19 $0.10 0.1199
2023-09-14 $61.24 $12.25 $0.10 0.1087
2023-12-14 $61.49 $12.30 $0.10 0.0879
2024-03-14 $68.54 $13.71 $0.11 0.0883
2024-06-14 $68.76 $13.75 $0.11 0.1048
2024-09-16 $69.02 $13.80 $0.11 0.0983
2024-12-16 $69.27 $13.85 $0.11 0.1008
2025-03-17 $76.47 $15.29 $0.12 0.1146
2025-06-16 $76.79 $15.36 $0.12 0.0959
2025-09-15 $77.05 $15.41 $0.12 0.0740
2025-12-15 $84.28 $16.86 $0.13 0.0912
2026-03-16 $84.55 $16.91 $0.14 0.1114
Total $1297.77 $259.55 $2.08 2.3079

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.

BATRA

CAGR 10.48% Total 170.48% Final $27,048
2016-04-18 — 2026-04-14
HRTX

CAGR -15.33% Total -99.84% Final $16.16
1987-08-26 — 2026-04-14
ROST

CAGR 16.58% Total 51163.26% Final $5,126,326
1985-08-08 — 2026-04-14