OppFi Inc. (OPFI) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$8,308
Total Return
-16.92%
CAGR
-3.64%
Dividends
$370.90
Yield on Cost
3.71%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.84% |
| Median | -1.00% |
| Best | +134.63% |
| Worst | -45.63% |
| % of Windows Positive | 47.2% |
1-Year (252 Trading Days)
| Average | +54.03% |
| Median | +38.59% |
| Best | +459.22% |
| Worst | -74.34% |
| % of Windows Positive | 59.5% |
3-Year (756 Trading Days)
| Average | +209.42% |
| Median | +275.06% |
| Best | +517.28% |
| Worst | -68.61% |
| % of Windows Positive | 77.6% |
Risk Metrics
| Maximum Drawdown | -84.46% |
| Average Drawdown | -55.85% |
| Drawdown Duration | 879 Trading Days |
| Sortino Ratio | 0.42 |
| Calmar Ratio | -0.04 |
| CVaR (5%) | -8.93% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -23.52% (-47.05% ann.) | $2351.82 | $0.00 | $0.00 | $0.00 |
| 2025 | +40.00% | +$3999.50 | $326.37 | $65.27 | $0.52 |
| 2024 | +54.59% | +$5458.63 | $234.38 | $46.88 | $0.37 |
| 2023 | +149.76% | +$14975.59 | $0.00 | $0.00 | $0.00 |
| 2022 | -54.85% | $5484.58 | $0.00 | $0.00 | $0.00 |
| 2021 | -55.40% | $5540.27 | $0.00 | $0.00 | $0.00 |
| 2020 partial | +3.35% (+34.12% ann.) | +$335.03 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Reopening reflation / fiscal boom / supply bottlenecks partial | November 20, 2020 – November 29, 2021 | -48.53% | -47.72% | $4852.79 | $0.00 | $0.00 | $0.00 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -60.61% | -62.82% | $6061.23 | $0.00 | $0.00 | $0.00 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +125.90% | +55.22% | +$12590.01 | $588.25 | $117.67 | $0.92 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +88.11% | +44.84% | +$8811.04 | $573.39 | $114.68 | $0.92 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2024-04-18 | $0.1200 | 4.11% |
| 2025-04-08 | $0.2500 | 3.06% |
| Total | 2 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 |
|---|---|---|---|---|
| 2024-04-18 | $117.65 | $23.53 | $0.18 | 32.6144 |
| 2025-04-08 | $253.25 | $50.65 | $0.41 | 25.5298 |
| Total | $370.90 | $74.18 | $0.59 | 58.1442 |
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.