Natural Grocers by Vitamin Cottage, Inc. (NGVC) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$28,244
Total Return
182.44%
CAGR
23.08%
Dividends
$2,958.14
Yield on Cost
29.58%
Rolling Returns
1-Month (21 Trading Days)
| Average | +2.73% |
| Median | +1.87% |
| Best | +76.75% |
| Worst | -32.05% |
| % of Windows Positive | 58.1% |
1-Year (252 Trading Days)
| Average | +44.88% |
| Median | +46.48% |
| Best | +247.12% |
| Worst | -54.15% |
| % of Windows Positive | 62.6% |
3-Year (756 Trading Days)
| Average | +184.78% |
| Median | +178.59% |
| Best | +328.56% |
| Worst | +98.88% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -63.51% |
| Average Drawdown | -28.31% |
| Drawdown Duration | 529 Trading Days |
| Sortino Ratio | 1.07 |
| Calmar Ratio | 0.36 |
| CVaR (5%) | -6.20% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +15.19% (+39.86% ann.) | +$1519.28 | $120.02 | $24.00 | $0.19 |
| 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
about| 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 – June 3, 2026 | -0.18% | -0.10% | $17.54 | $320.09 | $64.01 | $0.51 |
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% |
| 2026-05-18 | $0.1500 | 0.53% |
| Total | 27 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-06-03 to 2026-06-03. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-08-27 | $60.24 | $12.05 | $0.09 | 4.2450 |
| 2021-11-26 | $86.48 | $17.29 | $0.13 | 5.1760 |
| 2022-02-25 | $87.01 | $17.40 | $0.13 | 4.0244 |
| 2022-05-27 | $87.41 | $17.48 | $0.13 | 3.9182 |
| 2022-08-26 | $87.80 | $17.56 | $0.13 | 4.8644 |
| 2022-11-25 | $88.28 | $17.66 | $0.15 | 6.8166 |
| 2023-02-24 | $88.97 | $17.79 | $0.15 | 6.4571 |
| 2023-05-26 | $89.61 | $17.93 | $0.15 | 6.1942 |
| 2023-08-25 | $90.23 | $18.05 | $0.15 | 5.6500 |
| 2023-11-24 | $998.72 | $199.74 | $1.60 | 46.9877 |
| 2024-03-01 | $95.50 | $19.09 | $0.15 | 4.6235 |
| 2024-06-03 | $95.95 | $19.19 | $0.15 | 3.4982 |
| 2024-09-03 | $96.30 | $19.26 | $0.15 | 2.9437 |
| 2024-12-02 | $115.92 | $23.18 | $0.19 | 2.0176 |
| 2025-03-03 | $116.16 | $23.23 | $0.19 | 2.2019 |
| 2025-05-27 | $116.42 | $23.29 | $0.19 | 1.9385 |
| 2025-09-02 | $116.66 | $23.33 | $0.19 | 2.4179 |
| 2025-12-01 | $146.18 | $29.24 | $0.23 | 4.2395 |
| 2026-03-02 | $146.81 | $29.36 | $0.23 | 4.3674 |
| 2026-05-18 | $147.47 | $29.49 | $0.24 | 4.0420 |
| Total | $2958.14 | $591.61 | $4.72 | 126.6239 |
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.