Sezzle Inc. (SEZL) Stock Total Returns

Growth of $10,000 chart

2023-09-14 to 2026-06-03
to
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Investment Performance

Final Value
$429,564
Total Return
4195.64%
CAGR
298.72%
Dividends
$0.00
Yield on Cost
0.00%

Rolling Returns

1-Month (21 Trading Days)
Average+20.01%
Median+12.17%
Best+176.47%
Worst-44.88%
% of Windows Positive63.2%
1-Year (252 Trading Days)
Average+672.56%
Median+302.67%
Best+4449.02%
Worst-25.96%
% of Windows Positive96.5%
3-Year (756 Trading Days)

Risk Metrics

Maximum Drawdown -72.02%
Average Drawdown -32.47%
Drawdown Duration 230 Trading Days (Unrecovered)
Sortino Ratio 3.17
Calmar Ratio 4.15
CVaR (5%) -13.95%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +78.32% (+294.27% ann.) +$7832.22 $0.00 $0.00 $0.00
2025 +48.89% +$4888.59 $0.00 $0.00 $0.00
2024 +1146.59% +$114658.83 $0.00 $0.00 $0.00
2023 partial +29.79% (+145.59% ann.) +$2979.13 $0.00 $0.00 $0.00

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Disinflation rebound / AI-led narrow bull / higher-for-longer partial September 14, 2023 – September 17, 2024 +841.05% +819.85% +$84105.00 $0.00 $0.00 $0.00
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – June 3, 2026 +360.25% +144.73% +$36024.67 $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.

IVT

CAGR 14.19% Total 86.32% Final $18,632
2021-09-24 — 2026-06-03
SGRY

CAGR -3.14% Total -28.89% Final $7,111
2015-09-30 — 2026-06-03
BRO

CAGR 14.76% Total 51001.90% Final $5,110,190
1981-02-11 — 2026-06-03