SharkNinja, Inc. (SN) Stock Total Returns
Growth of $10,000 chart
2023-07-31 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$29,186
Total Return
191.86%
CAGR
45.78%
Dividends
$255.26
Yield on Cost
2.55%
Rolling Returns
1-Month (21 Trading Days)
| Average | +4.80% |
| Median | +4.28% |
| Best | +40.14% |
| Worst | -27.85% |
| % of Windows Positive | 63.8% |
1-Year (252 Trading Days)
| Average | +58.46% |
| Median | +34.53% |
| Best | +206.11% |
| Worst | -23.10% |
| % of Windows Positive | 90.7% |
3-Year (756 Trading Days)
Risk Metrics
| Maximum Drawdown | -42.64% |
| Average Drawdown | -9.37% |
| Drawdown Duration | 105 Trading Days |
| Sortino Ratio | 1.52 |
| Calmar Ratio | 1.07 |
| CVaR (5%) | -6.62% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +8.36% (+20.99% ann.) | +$836.46 | $0.00 | $0.00 | $0.00 |
| 2025 | +14.93% | +$1493.43 | $0.00 | $0.00 | $0.00 |
| 2024 | +90.27% | +$9026.77 | $0.00 | $0.00 | $0.00 |
| 2023 partial | +23.16% (+65.51% ann.) | +$2315.95 | $255.26 | $51.05 | $0.41 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Disinflation rebound / AI-led narrow bull / higher-for-longer partial | July 31, 2023 – September 17, 2024 | +149.04% | +123.67% | +$14903.87 | $255.26 | $51.05 | $0.41 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +15.50% | +8.81% | +$1549.67 | $0.00 | $0.00 | $0.00 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2023-11-30 | $1.0800 | 2.32% |
| Total | 1 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2023-07-31 to 2026-06-03. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2023-11-30 | $255.26 | $51.05 | $0.41 | 4.3361 |
| Total | $255.26 | $51.05 | $0.41 | 4.3361 |
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.