Natural Grocers by Vitamin Cottage, Inc. (NGVC) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$18,412
Total Return
84.12%
CAGR
12.99%
Dividends
$2,028.58
Yield on Cost
20.29%
Rolling Returns
1-Month (21 Trading Days)
| Average | +2.09% |
| Median | +1.31% |
| Best | +76.75% |
| Worst | -32.05% |
| % of Windows Positive | 55.5% |
1-Year (252 Trading Days)
| Average | +47.82% |
| Median | +49.21% |
| Best | +247.12% |
| Worst | -52.07% |
| % of Windows Positive | 66.1% |
3-Year (756 Trading Days)
| Average | +176.19% |
| Median | +173.73% |
| Best | +328.56% |
| Worst | +9.33% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -63.51% |
| Average Drawdown | -30.17% |
| Drawdown Duration | 529 Trading Days |
| Sortino Ratio | 0.76 |
| Calmar Ratio | 0.20 |
| CVaR (5%) | -6.43% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +6.26% (+23.77% ann.) | +$626.05 | $59.88 | $11.97 | $0.09 |
| 2025 | -36.23% | $3623.00 | $128.85 | $25.77 | $0.21 |
| 2024 | +151.65% | +$15165.13 | $264.21 | $52.83 | $0.41 |
| 2023 | +87.90% | +$8790.19 | $1558.84 | $311.77 | $2.51 |
| 2022 | -34.41% | $3441.30 | $282.71 | $56.54 | $0.44 |
| 2021 | +5.75% | +$575.40 | $227.25 | $45.45 | $0.36 |
| 2020 | +56.93% | +$5693.09 | $2346.44 | $469.30 | $3.74 |
| 2019 | -35.23% | $3523.16 | $45.66 | $9.13 | $0.07 |
| 2018 | +71.67% | +$7166.86 | $0.00 | $0.00 | $0.00 |
| 2017 | -24.89% | $2489.48 | $0.00 | $0.00 | $0.00 |
| 2016 | -41.63% | $4162.99 | $0.00 | $0.00 | $0.00 |
| 2015 | -27.69% | $2768.90 | $0.00 | $0.00 | $0.00 |
| 2014 | -33.64% | $3363.96 | $0.00 | $0.00 | $0.00 |
| 2013 | +122.37% | +$12236.78 | $0.00 | $0.00 | $0.00 |
| 2012 partial | +6.89% (+16.53% ann.) | +$688.69 | $0.00 | $0.00 | $0.00 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | -57.15% | -10.59% | $5714.80 | $36.36 | $7.27 | $0.06 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -3.24% | -31.35% | $324.20 | $85.27 | $17.06 | $0.13 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +37.49% | +66.91% | +$3749.14 | $170.44 | $34.09 | $0.26 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +35.13% | +33.06% | +$3513.48 | $2224.87 | $444.97 | $3.55 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -7.44% | -7.89% | $744.42 | $234.36 | $46.88 | $0.36 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +170.14% | +70.94% | +$17014.48 | $1567.12 | $313.41 | $2.51 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | -7.92% | -5.12% | $791.61 | $267.96 | $53.59 | $0.43 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2019-11-29 | $0.0700 | 0.77% |
| 2020-02-28 | $0.0700 | 0.96% |
| 2020-05-29 | $0.0700 | 0.49% |
| 2020-08-28 | $0.0700 | 0.52% |
| 2020-11-27 | $2.0700 | 12.54% |
| 2021-02-26 | $0.0700 | 0.50% |
| 2021-05-28 | $0.0700 | 0.59% |
| 2021-08-27 | $0.0700 | 0.61% |
| 2021-11-26 | $0.1000 | 0.70% |
| 2022-02-25 | $0.1000 | 0.59% |
| 2022-05-27 | $0.1000 | 0.56% |
| 2022-08-26 | $0.1000 | 0.69% |
| 2022-11-25 | $0.1000 | 0.97% |
| 2023-02-24 | $0.1000 | 0.90% |
| 2023-05-26 | $0.1000 | 0.86% |
| 2023-08-25 | $0.1000 | 0.78% |
| 2023-11-24 | $1.1000 | 6.39% |
| 2024-03-01 | $0.1000 | 0.60% |
| 2024-06-03 | $0.1000 | 0.46% |
| 2024-09-03 | $0.1000 | 0.38% |
| 2024-12-02 | $0.1200 | 0.26% |
| 2025-03-03 | $0.1200 | 0.27% |
| 2025-05-27 | $0.1200 | 0.24% |
| 2025-09-02 | $0.1200 | 0.31% |
| 2025-12-01 | $0.1500 | 0.54% |
| 2026-03-02 | $0.1500 | 0.55% |
| Total | 26 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 | $42.37 | $8.47 | $0.07 | 2.8216 |
| 2021-08-27 | $42.57 | $8.52 | $0.07 | 2.9998 |
| 2021-11-26 | $61.11 | $12.22 | $0.09 | 3.6577 |
| 2022-02-25 | $61.48 | $12.30 | $0.09 | 2.8439 |
| 2022-05-27 | $61.77 | $12.35 | $0.09 | 2.7688 |
| 2022-08-26 | $62.04 | $12.41 | $0.09 | 3.4375 |
| 2022-11-25 | $62.39 | $12.48 | $0.10 | 4.8171 |
| 2023-02-24 | $62.87 | $12.57 | $0.10 | 4.5630 |
| 2023-05-26 | $63.33 | $12.67 | $0.10 | 4.3773 |
| 2023-08-25 | $63.76 | $12.75 | $0.10 | 3.9927 |
| 2023-11-24 | $705.76 | $141.15 | $1.13 | 33.2047 |
| 2024-03-01 | $67.49 | $13.49 | $0.10 | 3.2672 |
| 2024-06-03 | $67.81 | $13.56 | $0.10 | 2.4720 |
| 2024-09-03 | $68.06 | $13.61 | $0.10 | 2.0802 |
| 2024-12-02 | $81.92 | $16.38 | $0.13 | 1.4258 |
| 2025-03-03 | $82.09 | $16.42 | $0.13 | 1.5560 |
| 2025-05-27 | $82.27 | $16.46 | $0.13 | 1.3699 |
| 2025-09-02 | $82.44 | $16.48 | $0.13 | 1.7087 |
| 2025-12-01 | $103.30 | $20.66 | $0.16 | 2.9959 |
| 2026-03-02 | $103.75 | $20.75 | $0.16 | 3.0863 |
| Total | $2028.58 | $405.70 | $3.23 | 89.4464 |
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.