Sonic Automotive, Inc. (SAH) Stock Total Returns

Growth of $10,000 chart

2021-04-14 to 2026-04-14
to
$
%
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Investment Performance

Final Value
$14,952
Total Return
49.52%
CAGR
8.38%
Dividends
$1,188.54
Yield on Cost
11.89%

Rolling Returns

1-Month (21 Trading Days)
Average+1.17%
Median+0.28%
Best+46.45%
Worst-27.01%
% of Windows Positive51.1%
1-Year (252 Trading Days)
Average+12.07%
Median+10.73%
Best+74.89%
Worst-25.51%
% of Windows Positive71.3%
3-Year (756 Trading Days)
Average+43.43%
Median+35.77%
Best+166.12%
Worst-0.09%
% of Windows Positive99.8%

Risk Metrics

Maximum Drawdown -38.14%
Average Drawdown -14.57%
Drawdown Duration 230 Trading Days
Sortino Ratio 0.58
Calmar Ratio 0.22
CVaR (5%) -5.92%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +10.86% (+43.61% ann.) +$1085.62 $61.43 $12.29 $0.10
2025 -0.69% $68.74 $231.98 $46.40 $0.37
2024 +14.67% +$1467.28 $223.93 $44.78 $0.36
2023 +16.15% +$1614.81 $237.07 $47.41 $0.38
2022 +1.46% +$145.94 $209.77 $41.95 $0.34
2021 +29.17% +$2917.49 $119.59 $23.92 $0.19
2020 +25.83% +$2583.25 $129.72 $25.94 $0.21
2019 +128.47% +$12846.67 $292.64 $58.53 $0.47
2018 -24.65% $2465.10 $130.53 $26.11 $0.21
2017 -18.77% $1877.26 $87.60 $17.52 $0.14
2016 +1.47% +$146.72 $88.16 $17.63 $0.14
2015 -15.50% $1549.92 $41.85 $8.37 $0.07
2014 +10.81% +$1080.81 $40.90 $8.18 $0.07
2013 +17.58% +$1758.39 $47.93 $9.59 $0.08
2012 +41.70% +$4170.34 $67.64 $13.53 $0.11
2011 +12.53% +$1253.41 $75.70 $15.14 $0.12
2010 +27.63% +$2762.81 $24.06 $4.81 $0.04
2009 +161.06% +$16105.52 $0.00 $0.00 $0.00
2008 -78.49% $7849.16 $250.15 $50.03 $0.40
2007 -32.33% $3232.76 $166.13 $33.22 $0.26
2006 +32.36% +$3235.55 $216.70 $43.34 $0.35
2005 -8.59% $858.70 $194.83 $38.96 $0.31
2004 +9.89% +$989.48 $193.10 $38.62 $0.31
2003 +55.16% +$5516.18 $134.69 $26.94 $0.22
2002 -36.56% $3656.14 $0.00 $0.00 $0.00
2001 +240.95% +$24094.56 $0.00 $0.00 $0.00
2000 -29.49% $2948.72 $0.00 $0.00 $0.00
1999 -43.48% $4347.83 $0.00 $0.00 $0.00
1998 +258.44% +$25844.18 $0.00 $0.00 $0.00
1997 partial -16.76% (-74.52% ann.) $1675.68 $0.00 $0.00 $0.00

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Dot-com bubble / TMT mania partial November 12, 1997 – March 10, 2000 +62.16% +23.12% +$6216.22 $0.00 $0.00 $0.00
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 +53.97% +18.26% +$5397.26 $0.00 $0.00 $0.00
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +72.95% +11.59% +$7294.94 $1341.05 $268.20 $2.15
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -95.76% -89.33% $9576.11 $249.60 $49.92 $0.40
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +1540.82% +129.05% +$154081.73 $1642.95 $328.59 $2.70
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +79.52% +8.04% +$7952.46 $846.56 $169.32 $1.36
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -65.48% -100.00% $6547.50 $34.44 $6.89 $0.05
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +266.48% +708.32% +$26648.42 $187.18 $37.44 $0.30
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +14.38% +13.59% +$1437.92 $108.72 $21.74 $0.17
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 +5.70% +6.06% +$569.92 $194.83 $38.97 $0.31
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +14.13% +7.39% +$1413.26 $463.32 $92.66 $0.74
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +23.96% +14.67% +$2396.04 $391.83 $78.37 $0.63

Dividend History

Annual Dividends Per Share
TTM Yield
Consecutive Years Paid
current
Consecutive Years of Growth
current

Date Per Share Yield %
2003-09-11 $0.1000 0.36%
2003-12-11 $0.1000 0.48%
2004-03-11 $0.1000 0.41%
2004-06-14 $0.1000 0.47%
2004-09-13 $0.1200 0.56%
2004-12-13 $0.1200 0.49%
2005-03-11 $0.1200 0.53%
2005-06-13 $0.1200 0.55%
2005-09-13 $0.1200 0.52%
2005-12-13 $0.1200 0.55%
2006-03-13 $0.1200 0.44%
2006-06-13 $0.1200 0.52%
2006-09-13 $0.1200 0.54%
2006-12-13 $0.1200 0.41%
2007-03-13 $0.1200 0.41%
2007-06-13 $0.1200 0.40%
2007-09-12 $0.1200 0.47%
2007-12-12 $0.1200 0.55%
2008-03-12 $0.1200 0.61%
2008-06-11 $0.1200 0.74%
2008-09-11 $0.1200 1.05%
2008-12-11 $0.1200 2.98%
2010-12-13 $0.0250 0.18%
2011-03-11 $0.0250 0.17%
2011-06-13 $0.0250 0.21%
2011-09-13 $0.0250 0.21%
2011-12-13 $0.0250 0.16%
2012-03-13 $0.0250 0.14%
2012-06-13 $0.0250 0.17%
2012-09-12 $0.0250 0.13%
2012-12-12 $0.0250 0.13%
2013-03-13 $0.0250 0.11%
2013-06-12 $0.0250 0.11%
2013-09-11 $0.0250 0.10%
2013-12-11 $0.0250 0.10%
2014-03-12 $0.0250 0.10%
2014-06-11 $0.0250 0.09%
2014-09-11 $0.0250 0.10%
2014-12-11 $0.0250 0.10%
2015-03-11 $0.0250 0.11%
2015-06-11 $0.0250 0.10%
2015-09-11 $0.0250 0.12%
2015-12-11 $0.0380 0.16%
2016-03-11 $0.0500 0.25%
2016-06-13 $0.0500 0.30%
2016-09-13 $0.0500 0.29%
2016-12-13 $0.0500 0.22%
2017-03-13 $0.0500 0.24%
2017-06-13 $0.0500 0.26%
2017-09-14 $0.0500 0.27%
2017-12-14 $0.0500 0.24%
2018-03-14 $0.0600 0.30%
2018-06-14 $0.0600 0.27%
2018-09-13 $0.0600 0.28%
2018-12-13 $0.0600 0.43%
2019-03-14 $0.1000 0.70%
2019-06-13 $0.1000 0.43%
2019-09-12 $0.1000 0.31%
2019-12-12 $0.1000 0.30%
2020-03-12 $0.1000 0.47%
2020-06-12 $0.1000 0.36%
2020-09-14 $0.1000 0.25%
2020-12-14 $0.1000 0.24%
2021-03-12 $0.1000 0.19%
2021-06-14 $0.1200 0.26%
2021-09-14 $0.1200 0.24%
2021-12-14 $0.1200 0.25%
2022-03-14 $0.2500 0.53%
2022-06-14 $0.2500 0.63%
2022-09-14 $0.2500 0.54%
2022-12-14 $0.2800 0.57%
2023-03-14 $0.2800 0.52%
2023-06-14 $0.2900 0.62%
2023-09-14 $0.2900 0.56%
2023-12-14 $0.3000 0.56%
2024-03-14 $0.3000 0.57%
2024-06-14 $0.3000 0.53%
2024-09-13 $0.3000 0.55%
2024-12-13 $0.3500 0.52%
2025-03-14 $0.3500 0.59%
2025-06-13 $0.3500 0.46%
2025-09-15 $0.3800 0.48%
2025-12-15 $0.3800 0.58%
2026-03-13 $0.3800 0.63%
Total 84 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
2021-06-14 $24.24 $4.85 $0.04 0.4238
2021-09-14 $24.29 $4.86 $0.04 0.3853
2021-12-14 $24.34 $4.87 $0.04 0.4079
2022-03-14 $50.81 $10.16 $0.08 0.8937
2022-06-14 $51.03 $10.21 $0.08 1.0189
2022-09-14 $51.29 $10.26 $0.08 0.8894
2022-12-14 $57.69 $11.54 $0.09 0.9174
2023-03-14 $57.95 $11.59 $0.09 0.8667
2023-06-14 $60.27 $12.05 $0.10 1.0729
2023-09-14 $60.58 $12.12 $0.10 0.8945
2023-12-14 $62.94 $12.59 $0.10 0.9072
2024-03-14 $63.21 $12.64 $0.10 0.9748
2024-06-14 $63.50 $12.70 $0.10 0.9023
2024-09-13 $63.77 $12.75 $0.10 0.9099
2024-12-13 $74.72 $14.94 $0.12 0.8968
2025-03-14 $75.03 $15.01 $0.12 1.0183
2025-06-13 $75.39 $15.08 $0.12 0.8016
2025-09-15 $82.16 $16.43 $0.13 0.8320
2025-12-15 $82.47 $16.49 $0.13 1.0027
2026-03-13 $82.85 $16.57 $0.13 1.1045
Total $1188.54 $237.71 $1.90 17.1206

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.

SGRY

CAGR -3.47% Total -31.05% Final $6,895
2015-09-30 — 2026-04-14
BORR

CAGR -15.54% Total -67.79% Final $3,222
2019-07-30 — 2026-04-14
IOVA

CAGR 10.50% Total 264.00% Final $36,400
2013-05-07 — 2026-04-14