Octave Specialty Group, Inc. (OSG) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$3,386
Total Return
-66.14%
CAGR
-19.48%
Dividends
$0.00
Yield on Cost
0.00%
Rolling Returns
1-Month (21 Trading Days)
| Average | -0.85% |
| Median | -2.27% |
| Best | +54.38% |
| Worst | -41.51% |
| % of Windows Positive | 41.2% |
1-Year (252 Trading Days)
| Average | -11.12% |
| Median | -13.06% |
| Best | +108.92% |
| Worst | -64.04% |
| % of Windows Positive | 27.0% |
3-Year (756 Trading Days)
| Average | -34.68% |
| Median | -31.43% |
| Best | +10.14% |
| Worst | -74.13% |
| % of Windows Positive | 2.2% |
Risk Metrics
| Maximum Drawdown | -78.51% |
| Average Drawdown | -30.98% |
| Drawdown Duration | 517 Trading Days (Unrecovered) |
| Sortino Ratio | -0.26 |
| Calmar Ratio | -0.25 |
| CVaR (5%) | -7.18% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -33.55% (-62.07% ann.) | $3354.76 | $0.00 | $0.00 | $0.00 |
| 2025 | -38.50% | $3849.80 | $0.00 | $0.00 | $0.00 |
| 2024 | -23.24% | $2324.03 | $0.00 | $0.00 | $0.00 |
| 2023 | -5.50% | $550.46 | $0.00 | $0.00 | $0.00 |
| 2022 | +8.66% | +$866.04 | $0.00 | $0.00 | $0.00 |
| 2021 | +4.36% | +$435.63 | $0.00 | $0.00 | $0.00 |
| 2020 | -28.70% | $2869.73 | $0.00 | $0.00 | $0.00 |
| 2019 | +25.12% | +$2511.60 | $0.00 | $0.00 | $0.00 |
| 2018 | +7.88% | +$788.49 | $0.00 | $0.00 | $0.00 |
| 2017 | -28.98% | $2897.78 | $0.00 | $0.00 | $0.00 |
| 2016 | +59.69% | +$5968.77 | $0.00 | $0.00 | $0.00 |
| 2015 | -42.49% | $4248.98 | $0.00 | $0.00 | $0.00 |
| 2014 | -0.24% | $24.43 | $0.00 | $0.00 | $0.00 |
| 2013 partial | +22.80% (+36.00% ann.) | +$2280.00 | $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 partial | May 1, 2013 – February 19, 2020 | +7.75% | +1.10% | +$775.00 | $0.00 | $0.00 | $0.00 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -50.35% | -99.97% | $5034.71 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +21.31% | +36.46% | +$2131.30 | $0.00 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +2.27% | +2.15% | +$227.12 | $0.00 | $0.00 | $0.00 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -10.24% | -10.84% | $1024.10 | $0.00 | $0.00 | $0.00 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -24.01% | -13.77% | $2401.36 | $0.00 | $0.00 | $0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -55.74% | -37.99% | $5573.63 | $0.00 | $0.00 | $0.00 |
Dividend History
| Date | Per Share | Yield % |
|---|---|---|
| Total | 0 payments |
No dividends recorded.
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.