Optex Systems Holdings, Inc (OPXS) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$76,406
Total Return
664.06%
CAGR
50.19%
Dividends
$0.00
Yield on Cost
0.00%
Rolling Returns
1-Month (21 Trading Days)
| Average | +4.43% |
| Median | +2.04% |
| Best | +59.63% |
| Worst | -34.17% |
| % of Windows Positive | 57.9% |
1-Year (252 Trading Days)
| Average | +69.11% |
| Median | +67.29% |
| Best | +180.07% |
| Worst | -27.08% |
| % of Windows Positive | 93.4% |
3-Year (756 Trading Days)
| Average | +355.16% |
| Median | +351.24% |
| Best | +676.81% |
| Worst | +140.45% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -45.68% |
| Average Drawdown | -11.89% |
| Drawdown Duration | 157 Trading Days |
| Sortino Ratio | 1.67 |
| Calmar Ratio | 1.10 |
| CVaR (5%) | -6.72% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -17.56% (-36.74% ann.) | $1755.96 | $0.00 | $0.00 | $0.00 |
| 2025 | +106.70% | +$10670.45 | $0.00 | $0.00 | $0.00 |
| 2024 | +4.65% | +$465.35 | $0.00 | $0.00 | $0.00 |
| 2023 | +122.20% | +$12220.30 | $0.00 | $0.00 | $0.00 |
| 2022 | +57.75% | +$5775.25 | $0.00 | $0.00 | $0.00 |
| 2021 | +5.06% | +$505.69 | $0.00 | $0.00 | $0.00 |
| 2020 | -9.65% | $964.50 | $0.00 | $0.00 | $0.00 |
| 2019 | +50.39% | +$5038.54 | $0.00 | $0.00 | $0.00 |
| 2018 | +22.78% | +$2277.66 | $366.17 | $73.66 | $1.08 |
| 2017 | +68.57% | +$6856.70 | $599.11 | $120.55 | $1.81 |
| 2016 | -80.77% | $8077.10 | $0.00 | $0.00 | $0.00 |
| 2015 | -88.33% | $8833.33 | $0.00 | $0.00 | $0.00 |
| 2014 | +233.33% | +$23333.31 | $0.00 | $0.00 | $0.00 |
| 2013 | -10.00% | $999.98 | $0.00 | $0.00 | $0.00 |
| 2012 | +400.00% | +$39999.70 | $0.00 | $0.00 | $0.00 |
| 2011 | -88.24% | $8823.53 | $0.00 | $0.00 | $0.00 |
| 2010 partial | -72.13% (-85.46% ann.) | $7213.11 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Policy-led rebound / euro-sovereign-crisis overlay partial | May 3, 2010 – July 25, 2012 | -83.61% | -55.58% | $8360.66 | $0.00 | $0.00 | $0.00 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | -76.82% | -17.57% | $7682.05 | $81.86 | $16.47 | $0.24 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -26.61% | -97.07% | $2660.60 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +28.75% | +50.18% | +$2875.33 | $0.00 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | -4.35% | -4.13% | $434.84 | $0.00 | $0.00 | $0.00 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +41.75% | +44.84% | +$4175.24 | $0.00 | $0.00 | $0.00 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +195.25% | +79.34% | +$19525.34 | $0.00 | $0.00 | $0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +51.62% | +27.64% | +$5162.14 | $0.00 | $0.00 | $0.00 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2017-06-30 | $0.0200 | 2.11% |
| 2017-10-11 | $0.0200 | 2.00% |
| 2018-01-11 | $0.0200 | 1.86% |
| 2018-04-11 | $0.0200 | 1.98% |
| Total | 4 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 |
|---|---|---|---|---|
| Total | $0.00 | $0.00 | $0.00 | 0.0000 |
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.