The Boston Beer Company, Inc. (SAM) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$1,887
Total Return
-81.13%
CAGR
-28.36%
Dividends
$0.00
Yield on Cost
0.00%

Rolling Returns

1-Month (21 Trading Days)
Average-2.20%
Median-2.07%
Best+29.67%
Worst-37.93%
% of Windows Positive41.2%
1-Year (252 Trading Days)
Average-19.75%
Median-16.85%
Best+19.45%
Worst-72.68%
% of Windows Positive10.5%
3-Year (756 Trading Days)
Average-44.58%
Median-41.01%
Best-20.89%
Worst-78.30%
% of Windows Positive0.0%

Risk Metrics

Maximum Drawdown -85.68%
Average Drawdown -71.87%
Drawdown Duration 1250 Trading Days (Unrecovered)
Sortino Ratio -0.88
Calmar Ratio -0.33
CVaR (5%) -5.49%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +21.14% (+96.11% ann.) +$2113.97 $0.00 $0.00 $0.00
2025 -34.95% $3495.23 $0.00 $0.00 $0.00
2024 -13.20% $1319.77 $0.00 $0.00 $0.00
2023 +4.88% +$487.68 $0.00 $0.00 $0.00
2022 -34.76% $3476.14 $0.00 $0.00 $0.00
2021 -49.20% $4919.99 $0.00 $0.00 $0.00
2020 +163.14% +$16314.41 $0.00 $0.00 $0.00
2019 +56.89% +$5688.84 $0.00 $0.00 $0.00
2018 +26.03% +$2602.82 $0.00 $0.00 $0.00
2017 +12.51% +$1251.10 $0.00 $0.00 $0.00
2016 -15.88% $1587.84 $0.00 $0.00 $0.00
2015 -30.27% $3026.52 $0.00 $0.00 $0.00
2014 +19.75% +$1974.86 $0.00 $0.00 $0.00
2013 +79.84% +$7983.64 $0.00 $0.00 $0.00
2012 +23.85% +$2384.86 $0.00 $0.00 $0.00
2011 +14.17% +$1416.55 $0.00 $0.00 $0.00
2010 +104.06% +$10405.57 $0.00 $0.00 $0.00
2009 +64.08% +$6408.45 $0.00 $0.00 $0.00
2008 -24.57% $2456.84 $0.00 $0.00 $0.00
2007 +4.64% +$464.15 $0.00 $0.00 $0.00
2006 +43.92% +$4392.00 $0.00 $0.00 $0.00
2005 +17.54% +$1753.64 $0.00 $0.00 $0.00
2004 +17.25% +$1725.47 $0.00 $0.00 $0.00
2003 +26.85% +$2685.32 $0.00 $0.00 $0.00
2002 -16.62% $1661.81 $0.00 $0.00 $0.00
2001 +94.61% +$9461.00 $0.00 $0.00 $0.00
2000 +22.61% +$2260.88 $0.00 $0.00 $0.00
1999 -15.44% $1544.12 $0.00 $0.00 $0.00
1998 +8.80% +$879.98 $0.00 $0.00 $0.00
1997 -23.78% $2378.04 $0.00 $0.00 $0.00
1996 -56.84% $5684.21 $0.00 $0.00 $0.00
1995 partial -15.18% (-79.45% ann.) $1517.86 $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 21, 1995 – March 10, 2000 -74.11% -26.96% $7410.71 $0.00 $0.00 $0.00
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 +84.89% +26.97% +$8488.86 $0.00 $0.00 $0.00
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +268.77% +29.85% +$26877.24 $0.00 $0.00 $0.00
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -58.19% -46.06% $5818.95 $0.00 $0.00 $0.00
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +389.39% +60.06% +$38939.08 $0.00 $0.00 $0.00
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +287.78% +19.61% +$28777.91 $0.00 $0.00 $0.00
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -18.76% -90.67% $1876.40 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +208.80% +513.63% +$20880.17 $0.00 $0.00 $0.00
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 -53.42% -51.55% $5341.51 $0.00 $0.00 $0.00
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -23.08% -24.32% $2308.00 $0.00 $0.00 $0.00
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -25.27% -14.54% $2526.91 $0.00 $0.00 $0.00
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 -13.92% -9.12% $1392.47 $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.

SHLS

CAGR -25.31% Total -78.12% Final $2,188
2021-01-28 — 2026-04-14
BRBR

CAGR -0.85% Total -5.38% Final $9,462
2019-10-18 — 2026-04-14
IQV

CAGR 11.66% Total 316.24% Final $41,624
2013-05-09 — 2026-04-14