Stoneridge, Inc. (SRI) Stock Total Returns

Growth of $10,000 chart

2021-06-03 to 2026-06-03
to
$
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Investment Performance

Final Value
$2,405
Total Return
-75.95%
CAGR
-24.80%
Dividends
$0.00
Yield on Cost
0.00%

Rolling Returns

1-Month (21 Trading Days)
Average-1.10%
Median-2.55%
Best+52.26%
Worst-40.18%
% of Windows Positive44.5%
1-Year (252 Trading Days)
Average-16.89%
Median-16.19%
Best+111.78%
Worst-79.42%
% of Windows Positive26.9%
3-Year (756 Trading Days)
Average-63.26%
Median-65.76%
Best-37.28%
Worst-83.60%
% of Windows Positive0.0%

Risk Metrics

Maximum Drawdown -88.98%
Average Drawdown -53.93%
Drawdown Duration 1251 Trading Days (Unrecovered)
Sortino Ratio -0.33
Calmar Ratio -0.28
CVaR (5%) -8.06%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +30.05% (+86.49% ann.) +$3005.18 $0.00 $0.00 $0.00
2025 -7.66% $765.55 $0.00 $0.00 $0.00
2024 -67.96% $6796.12 $0.00 $0.00 $0.00
2023 -9.23% $923.01 $0.00 $0.00 $0.00
2022 +9.22% +$921.99 $0.00 $0.00 $0.00
2021 -34.70% $3470.06 $0.00 $0.00 $0.00
2020 +3.10% +$310.37 $0.00 $0.00 $0.00
2019 +18.95% +$1894.52 $0.00 $0.00 $0.00
2018 +7.83% +$783.03 $0.00 $0.00 $0.00
2017 +29.23% +$2922.56 $0.00 $0.00 $0.00
2016 +19.53% +$1952.70 $0.00 $0.00 $0.00
2015 +15.09% +$1508.55 $0.00 $0.00 $0.00
2014 +0.86% +$86.27 $0.00 $0.00 $0.00
2013 +149.02% +$14902.34 $0.00 $0.00 $0.00
2012 -39.26% $3926.45 $0.00 $0.00 $0.00
2011 -46.61% $4661.18 $0.00 $0.00 $0.00
2010 +75.25% +$7524.97 $0.00 $0.00 $0.00
2009 +97.59% +$9758.77 $0.00 $0.00 $0.00
2008 -43.28% $4328.36 $0.00 $0.00 $0.00
2007 -1.83% $183.15 $0.00 $0.00 $0.00
2006 +23.72% +$2371.60 $0.00 $0.00 $0.00
2005 -56.25% $5624.59 $0.00 $0.00 $0.00
2004 +0.53% +$53.16 $0.00 $0.00 $0.00
2003 +26.47% +$2647.06 $0.00 $0.00 $0.00
2002 +30.77% +$3076.92 $0.00 $0.00 $0.00
2001 +34.81% +$3481.48 $0.00 $0.00 $0.00
2000 -56.28% $5627.53 $0.00 $0.00 $0.00
1999 -32.14% $3214.29 $0.00 $0.00 $0.00
1998 +42.19% +$4218.75 $0.00 $0.00 $0.00
1997 partial -20.00% (-62.99% ann.) $2000.00 $0.00 $0.00 $0.00

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Dot-com bubble / TMT mania partial October 10, 1997 – March 10, 2000 -53.75% -27.34% $5375.00 $0.00 $0.00 $0.00
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 +33.33% +11.83% +$3333.33 $0.00 $0.00 $0.00
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 -22.73% -5.03% $2273.05 $0.00 $0.00 $0.00
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -85.69% -74.74% $8568.81 $0.00 $0.00 $0.00
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +247.31% +44.60% +$24730.54 $0.00 $0.00 $0.00
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +394.69% +23.52% +$39469.32 $0.00 $0.00 $0.00
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -49.85% -99.96% $4984.94 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +43.31% +78.43% +$4331.29 $0.00 $0.00 $0.00
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 -11.38% -10.83% $1137.85 $0.00 $0.00 $0.00
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 +8.15% +8.68% +$815.39 $0.00 $0.00 $0.00
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -49.30% -30.68% $4929.64 $0.00 $0.00 $0.00
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – June 3, 2026 -39.47% -25.50% $3946.95 $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.

III

CAGR -1.87% Total -30.58% Final $6,942
2007-02-12 — 2026-06-03
RYAM

CAGR -11.48% Total -76.75% Final $2,325
2014-06-16 — 2026-06-03
BFC

CAGR 11.30% Total 1027.61% Final $112,761
2003-10-15 — 2026-06-03