Constellation Brands, Inc. (STZ) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$6,091
Total Return
-39.09%
CAGR
-9.44%
Dividends
$785.71
Yield on Cost
7.86%
Rolling Returns
1-Month (21 Trading Days)
| Average | -0.44% |
| Median | -0.16% |
| Best | +19.42% |
| Worst | -25.58% |
| % of Windows Positive | 49.2% |
1-Year (252 Trading Days)
| Average | -6.74% |
| Median | -1.91% |
| Best | +28.92% |
| Worst | -47.04% |
| % of Windows Positive | 44.9% |
3-Year (756 Trading Days)
| Average | -16.55% |
| Median | -24.42% |
| Best | +25.98% |
| Worst | -45.20% |
| % of Windows Positive | 27.1% |
Risk Metrics
| Maximum Drawdown | -51.64% |
| Average Drawdown | -16.89% |
| Drawdown Duration | 547 Trading Days (Unrecovered) |
| Sortino Ratio | -0.38 |
| Calmar Ratio | -0.18 |
| CVaR (5%) | -3.63% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -0.80% (-1.89% ann.) | $79.97 | $148.99 | $29.80 | $0.24 |
| 2025 | -36.30% | $3630.34 | $185.45 | $37.09 | $0.30 |
| 2024 | -7.41% | $740.51 | $162.92 | $32.58 | $0.26 |
| 2023 | +5.52% | +$552.37 | $150.39 | $30.08 | $0.24 |
| 2022 | -6.70% | $670.02 | $126.40 | $25.28 | $0.20 |
| 2021 | +15.80% | +$1580.01 | $138.87 | $27.77 | $0.22 |
| 2020 | +17.00% | +$1699.67 | $158.89 | $31.78 | $0.25 |
| 2019 | +19.49% | +$1948.68 | $186.82 | $37.36 | $0.30 |
| 2018 | -28.91% | $2890.97 | $120.33 | $24.07 | $0.19 |
| 2017 | +50.36% | +$5035.64 | $128.29 | $25.66 | $0.21 |
| 2016 | +8.47% | +$846.89 | $106.33 | $21.27 | $0.17 |
| 2015 | +45.97% | +$4596.92 | $94.93 | $18.99 | $0.15 |
| 2014 | +39.49% | +$3948.57 | $0.00 | $0.00 | $0.00 |
| 2013 | +98.87% | +$9886.97 | $0.00 | $0.00 | $0.00 |
| 2012 | +71.21% | +$7121.43 | $0.00 | $0.00 | $0.00 |
| 2011 | -6.68% | $668.17 | $0.00 | $0.00 | $0.00 |
| 2010 | +39.05% | +$3904.58 | $0.00 | $0.00 | $0.00 |
| 2009 | +1.01% | +$101.46 | $0.00 | $0.00 | $0.00 |
| 2008 | -33.29% | $3329.10 | $0.00 | $0.00 | $0.00 |
| 2007 | -18.54% | $1853.89 | $0.00 | $0.00 | $0.00 |
| 2006 | +10.64% | +$1063.67 | $0.00 | $0.00 | $0.00 |
| 2005 | +12.79% | +$1279.29 | $0.00 | $0.00 | $0.00 |
| 2004 | +41.24% | +$4123.90 | $0.00 | $0.00 | $0.00 |
| 2003 | +38.89% | +$3888.66 | $0.00 | $0.00 | $0.00 |
| 2002 | +10.67% | +$1066.51 | $0.00 | $0.00 | $0.00 |
| 2001 | +45.87% | +$4587.23 | $0.00 | $0.00 | $0.00 |
| 2000 | +15.20% | +$1519.61 | $0.00 | $0.00 | $0.00 |
| 1999 | -11.78% | $1178.38 | $0.00 | $0.00 | $0.00 |
| 1998 | +4.40% | +$440.18 | $0.00 | $0.00 | $0.00 |
| 1997 | +94.30% | +$9429.83 | $0.00 | $0.00 | $0.00 |
| 1996 | -12.64% | $1264.37 | $0.00 | $0.00 | $0.00 |
| 1995 | -14.14% | $1414.47 | $0.00 | $0.00 | $0.00 |
| 1994 | +20.63% | +$2063.49 | $0.00 | $0.00 | $0.00 |
| 1993 | +85.29% | +$8529.42 | $0.00 | $0.00 | $0.00 |
| 1992 partial | +37.84% (+50.02% ann.) | +$3783.78 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | -1.29% | -0.28% | $129.31 | $0.00 | $0.00 | $0.00 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +102.41% | +31.52% | +$10241.02 | $0.00 | $0.00 | $0.00 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +120.39% | +17.13% | +$12038.71 | $0.00 | $0.00 | $0.00 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -50.87% | -39.53% | $5086.57 | $0.00 | $0.00 | $0.00 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +112.23% | +24.97% | +$11223.24 | $0.00 | $0.00 | $0.00 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +655.26% | +30.63% | +$65525.78 | $3883.81 | $776.76 | $6.21 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -49.29% | -99.96% | $4929.44 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +51.61% | +95.34% | +$5160.82 | $182.37 | $36.47 | $0.29 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +14.27% | +13.49% | +$1427.29 | $151.53 | $30.31 | $0.24 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +7.52% | +8.00% | +$752.14 | $140.78 | $28.16 | $0.23 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +5.81% | +3.09% | +$581.01 | $263.83 | $52.77 | $0.42 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -44.18% | -28.95% | $4417.59 | $287.92 | $57.58 | $0.46 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2015-05-06 | $0.3100 | 0.27% |
| 2015-08-07 | $0.3100 | 0.25% |
| 2015-11-05 | $0.3100 | 0.23% |
| 2016-02-05 | $0.3100 | 0.21% |
| 2016-05-06 | $0.4000 | 0.25% |
| 2016-08-08 | $0.4000 | 0.25% |
| 2016-11-04 | $0.4000 | 0.25% |
| 2017-02-07 | $0.4000 | 0.27% |
| 2017-05-08 | $0.5200 | 0.29% |
| 2017-08-07 | $0.5200 | 0.27% |
| 2017-11-06 | $0.5200 | 0.24% |
| 2018-02-08 | $0.5200 | 0.24% |
| 2018-05-09 | $0.7400 | 0.33% |
| 2018-08-09 | $0.7400 | 0.35% |
| 2018-11-05 | $0.7400 | 0.37% |
| 2019-02-11 | $0.7400 | 0.42% |
| 2019-05-09 | $0.7500 | 0.36% |
| 2019-08-12 | $0.7500 | 0.39% |
| 2019-11-07 | $0.7500 | 0.39% |
| 2020-02-10 | $0.7500 | 0.37% |
| 2020-05-04 | $0.7500 | 0.46% |
| 2020-08-10 | $0.7500 | 0.44% |
| 2020-11-05 | $0.7500 | 0.41% |
| 2021-02-08 | $0.7500 | 0.33% |
| 2021-05-03 | $0.7600 | 0.32% |
| 2021-08-09 | $0.7600 | 0.35% |
| 2021-11-04 | $0.7600 | 0.34% |
| 2022-02-08 | $0.7600 | 0.32% |
| 2022-05-04 | $0.8000 | 0.33% |
| 2022-08-09 | $0.8000 | 0.34% |
| 2022-11-03 | $0.8000 | 0.33% |
| 2023-02-07 | $0.8000 | 0.34% |
| 2023-05-03 | $0.8900 | 0.39% |
| 2023-08-09 | $0.8900 | 0.33% |
| 2023-11-02 | $0.8900 | 0.38% |
| 2024-02-07 | $0.8900 | 0.36% |
| 2024-05-02 | $1.0100 | 0.40% |
| 2024-08-14 | $1.0100 | 0.42% |
| 2024-11-05 | $1.0100 | 0.42% |
| 2025-02-07 | $1.0100 | 0.59% |
| 2025-04-29 | $1.0200 | 0.55% |
| 2025-07-30 | $1.0200 | 0.58% |
| 2025-10-30 | $1.0200 | 0.78% |
| 2026-01-29 | $1.0200 | 0.65% |
| 2026-04-29 | $1.0300 | 0.66% |
| Total | 45 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 |
|---|---|---|---|---|
| 2021-08-09 | $31.85 | $6.37 | $0.05 | 0.1171 |
| 2021-11-04 | $31.93 | $6.39 | $0.05 | 0.1162 |
| 2022-02-08 | $32.02 | $6.40 | $0.05 | 0.1070 |
| 2022-05-04 | $33.79 | $6.76 | $0.05 | 0.1064 |
| 2022-08-09 | $33.88 | $6.78 | $0.05 | 0.1114 |
| 2022-11-03 | $33.97 | $6.79 | $0.05 | 0.1123 |
| 2023-02-07 | $34.06 | $6.81 | $0.05 | 0.1181 |
| 2023-05-03 | $37.99 | $7.60 | $0.06 | 0.1345 |
| 2023-08-09 | $38.11 | $7.62 | $0.06 | 0.1125 |
| 2023-11-02 | $38.21 | $7.64 | $0.06 | 0.1282 |
| 2024-02-07 | $38.33 | $7.67 | $0.06 | 0.1252 |
| 2024-05-02 | $43.62 | $8.72 | $0.07 | 0.1371 |
| 2024-08-14 | $43.76 | $8.75 | $0.07 | 0.1449 |
| 2024-11-05 | $43.91 | $8.78 | $0.07 | 0.1478 |
| 2025-02-07 | $44.06 | $8.81 | $0.07 | 0.2081 |
| 2025-04-29 | $44.71 | $8.94 | $0.07 | 0.1916 |
| 2025-07-30 | $44.90 | $8.98 | $0.07 | 0.2091 |
| 2025-10-30 | $45.11 | $9.02 | $0.07 | 0.2795 |
| 2026-01-29 | $45.40 | $9.08 | $0.07 | 0.2342 |
| 2026-04-29 | $46.09 | $9.22 | $0.07 | 0.2446 |
| Total | $785.71 | $157.14 | $1.26 | 3.0860 |
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.