Somnigroup International Inc. (SGI) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$18,527
Total Return
85.27%
CAGR
13.13%
Dividends
$669.43
Yield on Cost
6.69%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.54% |
| Median | +1.64% |
| Best | +31.40% |
| Worst | -27.27% |
| % of Windows Positive | 56.6% |
1-Year (252 Trading Days)
| Average | +26.77% |
| Median | +30.24% |
| Best | +102.15% |
| Worst | -49.77% |
| % of Windows Positive | 83.3% |
3-Year (756 Trading Days)
| Average | +111.30% |
| Median | +104.06% |
| Best | +282.62% |
| Worst | +2.54% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -58.59% |
| Average Drawdown | -15.70% |
| Drawdown Duration | 560 Trading Days |
| Sortino Ratio | 0.76 |
| Calmar Ratio | 0.22 |
| CVaR (5%) | -5.13% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -24.22% (-48.20% ann.) | $2421.92 | $38.11 | $7.62 | $0.06 |
| 2025 | +58.56% | +$5856.35 | $106.14 | $21.23 | $0.17 |
| 2024 | +12.11% | +$1210.56 | $102.33 | $20.47 | $0.16 |
| 2023 | +49.75% | +$4974.64 | $128.58 | $25.72 | $0.21 |
| 2022 | -26.17% | $2616.75 | $85.43 | $17.09 | $0.14 |
| 2021 | +75.31% | +$7531.14 | $118.83 | $23.77 | $0.19 |
| 2020 | +24.05% | +$2405.24 | $0.00 | $0.00 | $0.00 |
| 2019 | +110.29% | +$11028.99 | $0.00 | $0.00 | $0.00 |
| 2018 | -33.96% | $3396.08 | $0.00 | $0.00 | $0.00 |
| 2017 | -8.19% | $818.69 | $0.00 | $0.00 | $0.00 |
| 2016 | -3.09% | $309.40 | $0.00 | $0.00 | $0.00 |
| 2015 | +28.32% | +$2831.91 | $0.00 | $0.00 | $0.00 |
| 2014 | +1.76% | +$176.06 | $0.00 | $0.00 | $0.00 |
| 2013 | +71.36% | +$7135.60 | $0.00 | $0.00 | $0.00 |
| 2012 | -40.05% | $4005.33 | $0.00 | $0.00 | $0.00 |
| 2011 | +31.13% | +$3112.83 | $0.00 | $0.00 | $0.00 |
| 2010 | +69.53% | +$6953.03 | $0.00 | $0.00 | $0.00 |
| 2009 | +233.29% | +$23328.61 | $0.00 | $0.00 | $0.00 |
| 2008 | -72.26% | $7226.13 | $92.83 | $18.57 | $0.14 |
| 2007 | +28.07% | +$2806.71 | $147.14 | $29.42 | $0.23 |
| 2006 | +77.91% | +$7791.32 | $0.00 | $0.00 | $0.00 |
| 2005 | -45.75% | $4575.48 | $0.00 | $0.00 | $0.00 |
| 2004 | +36.77% | +$3677.42 | $0.00 | $0.00 | $0.00 |
| 2003 partial | +0.00% (+0.00% ann.) | +$0.00 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| China-WTO / housing-credit / commodity boom partial | December 18, 2003 – October 9, 2007 | +135.62% | +25.24% | +$13562.28 | $142.26 | $28.45 | $0.22 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -88.10% | -77.84% | $8810.30 | $95.61 | $19.12 | $0.15 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +527.27% | +72.28% | +$52727.27 | $0.00 | $0.00 | $0.00 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +213.04% | +16.28% | +$21303.92 | $0.00 | $0.00 | $0.00 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -61.53% | -100.00% | $6153.19 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +125.21% | +269.25% | +$12520.81 | $0.00 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +95.86% | +89.22% | +$9585.78 | $146.84 | $29.37 | $0.24 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -30.38% | -31.92% | $3038.38 | $70.23 | $14.05 | $0.11 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +70.79% | +33.48% | +$7078.64 | $297.77 | $59.55 | $0.48 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +28.84% | +16.02% | +$2884.48 | $203.15 | $40.63 | $0.33 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2007-02-23 | $0.0150 | 0.23% |
| 2007-05-29 | $0.0200 | 0.32% |
| 2007-08-29 | $0.0200 | 0.29% |
| 2007-11-28 | $0.0200 | 0.29% |
| 2008-02-25 | $0.0200 | 0.48% |
| 2008-05-28 | $0.0200 | 0.73% |
| 2008-08-27 | $0.0200 | 0.80% |
| 2021-02-24 | $0.0700 | 0.21% |
| 2021-05-12 | $0.0700 | 0.18% |
| 2021-08-11 | $0.0900 | 0.21% |
| 2021-11-09 | $0.0900 | 0.20% |
| 2022-03-07 | $0.1000 | 0.31% |
| 2022-05-11 | $0.1000 | 0.39% |
| 2022-08-10 | $0.1000 | 0.37% |
| 2022-11-16 | $0.1000 | 0.31% |
| 2023-02-22 | $0.1100 | 0.27% |
| 2023-05-22 | $0.1100 | 0.29% |
| 2023-08-16 | $0.1100 | 0.24% |
| 2023-11-15 | $0.1100 | 0.27% |
| 2024-02-21 | $0.1300 | 0.26% |
| 2024-05-15 | $0.1300 | 0.24% |
| 2024-08-15 | $0.1300 | 0.26% |
| 2024-11-21 | $0.1300 | 0.24% |
| 2025-03-06 | $0.1500 | 0.24% |
| 2025-05-22 | $0.1500 | 0.23% |
| 2025-08-21 | $0.1500 | 0.19% |
| 2025-11-20 | $0.1500 | 0.18% |
| 2026-03-05 | $0.1700 | 0.20% |
| 2026-05-21 | $0.1700 | 0.26% |
| Total | 29 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 |
|---|---|---|---|---|
| 2021-08-11 | $23.73 | $4.75 | $0.04 | 0.4331 |
| 2021-11-09 | $23.77 | $4.75 | $0.04 | 0.4266 |
| 2022-03-07 | $26.45 | $5.29 | $0.04 | 0.7265 |
| 2022-05-11 | $26.52 | $5.30 | $0.04 | 0.8668 |
| 2022-08-10 | $26.61 | $5.32 | $0.04 | 0.7653 |
| 2022-11-16 | $26.69 | $5.34 | $0.04 | 0.6728 |
| 2023-02-22 | $29.43 | $5.89 | $0.05 | 0.5605 |
| 2023-05-22 | $29.49 | $5.90 | $0.05 | 0.6203 |
| 2023-08-16 | $29.56 | $5.91 | $0.05 | 0.5338 |
| 2023-11-15 | $29.62 | $5.92 | $0.05 | 0.5842 |
| 2024-02-21 | $35.08 | $7.02 | $0.06 | 0.5602 |
| 2024-05-15 | $35.15 | $7.03 | $0.06 | 0.5198 |
| 2024-08-15 | $35.22 | $7.04 | $0.06 | 0.5449 |
| 2024-11-21 | $35.29 | $7.06 | $0.06 | 0.5179 |
| 2025-03-06 | $40.80 | $8.16 | $0.07 | 0.5555 |
| 2025-05-22 | $40.88 | $8.18 | $0.07 | 0.5085 |
| 2025-08-21 | $40.96 | $8.19 | $0.07 | 0.4062 |
| 2025-11-20 | $41.02 | $8.20 | $0.07 | 0.3869 |
| 2026-03-05 | $46.55 | $9.31 | $0.07 | 0.4504 |
| 2026-05-21 | $46.63 | $9.33 | $0.07 | 0.5535 |
| Total | $669.43 | $133.89 | $1.07 | 11.1938 |
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.