Sotera Health Company (SHC) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$6,143
Total Return
-38.57%
CAGR
-9.29%
Dividends
$0.00
Yield on Cost
0.00%

Rolling Returns

1-Month (21 Trading Days)
Average+0.81%
Median-0.79%
Best+124.38%
Worst-61.64%
% of Windows Positive45.7%
1-Year (252 Trading Days)
Average-3.96%
Median-10.22%
Best+134.12%
Worst-77.59%
% of Windows Positive32.6%
3-Year (756 Trading Days)
Average-10.14%
Median-37.75%
Best+191.93%
Worst-58.54%
% of Windows Positive20.8%

Risk Metrics

Maximum Drawdown -78.19%
Average Drawdown -39.38%
Drawdown Duration 1109 Trading Days (Unrecovered)
Sortino Ratio 0.23
Calmar Ratio -0.12
CVaR (5%) -6.44%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -9.69% (-30.10% ann.) $969.39 $0.00 $0.00 $0.00
2025 +28.95% +$2894.74 $0.00 $0.00 $0.00
2024 -18.81% $1881.31 $0.00 $0.00 $0.00
2023 +102.28% +$10228.07 $0.00 $0.00 $0.00
2022 -64.63% $6462.84 $0.00 $0.00 $0.00
2021 -14.18% $1417.64 $0.00 $0.00 $0.00
2020 partial +9.32% (+121.23% ann.) +$932.27 $0.00 $0.00 $0.00

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Reopening reflation / fiscal boom / supply bottlenecks partial November 20, 2020 – November 29, 2021 -14.38% -14.07% $1438.25 $0.00 $0.00 $0.00
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -71.60% -73.73% $7160.26 $0.00 $0.00 $0.00
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +139.02% +60.02% +$13902.46 $0.00 $0.00 $0.00
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 -4.84% -3.11% $483.87 $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.

TMO

CAGR 13.19% Total 30020.66% Final $3,012,066
1980-03-17 — 2026-04-14
COIN

CAGR -10.90% Total -43.83% Final $5,617
2021-04-14 — 2026-04-14
LYTS

CAGR 6.65% Total 1308.24% Final $140,824
1985-03-12 — 2026-04-14