Surgery Partners, Inc. (SGRY) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$2,277
Total Return
-77.23%
CAGR
-25.62%
Dividends
$0.00
Yield on Cost
0.00%
Rolling Returns
1-Month (21 Trading Days)
| Average | -1.53% |
| Median | -2.50% |
| Best | +50.33% |
| Worst | -39.24% |
| % of Windows Positive | 41.1% |
1-Year (252 Trading Days)
| Average | -20.34% |
| Median | -25.20% |
| Best | +50.93% |
| Worst | -58.54% |
| % of Windows Positive | 16.4% |
3-Year (756 Trading Days)
| Average | -44.86% |
| Median | -45.48% |
| Best | -6.45% |
| Worst | -65.63% |
| % of Windows Positive | 0.0% |
Risk Metrics
| Maximum Drawdown | -82.86% |
| Average Drawdown | -53.09% |
| Drawdown Duration | 1238 Trading Days (Unrecovered) |
| Sortino Ratio | -0.39 |
| Calmar Ratio | -0.31 |
| CVaR (5%) | -7.74% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -12.56% (-27.26% ann.) | $1255.66 | $0.00 | $0.00 | $0.00 |
| 2025 | -27.02% | $2701.94 | $0.00 | $0.00 | $0.00 |
| 2024 | -33.82% | $3382.30 | $0.00 | $0.00 | $0.00 |
| 2023 | +14.82% | +$1482.41 | $0.00 | $0.00 | $0.00 |
| 2022 | -47.84% | $4783.75 | $0.00 | $0.00 | $0.00 |
| 2021 | +84.11% | +$8410.90 | $0.00 | $0.00 | $0.00 |
| 2020 | +85.31% | +$8530.83 | $0.00 | $0.00 | $0.00 |
| 2019 | +59.91% | +$5990.80 | $0.00 | $0.00 | $0.00 |
| 2018 | -19.09% | $1909.09 | $0.00 | $0.00 | $0.00 |
| 2017 | -23.66% | $2365.94 | $0.00 | $0.00 | $0.00 |
| 2016 | -22.65% | $2264.51 | $0.00 | $0.00 | $0.00 |
| 2015 partial | +7.84% (+34.95% ann.) | +$784.21 | $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 | September 30, 2015 – February 19, 2020 | +0.00% | +0.00% | +$0.00 | $0.00 | $0.00 | $0.00 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -72.28% | -100.00% | $7227.62 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +248.90% | +646.84% | +$24890.33 | $0.00 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +85.86% | +80.04% | +$8586.02 | $0.00 | $0.00 | $0.00 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -49.73% | -51.82% | $4972.95 | $0.00 | $0.00 | $0.00 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +8.62% | +4.56% | +$861.89 | $0.00 | $0.00 | $0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -57.99% | -39.86% | $5799.13 | $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.