Constellation Brands, Inc. (STZ) Stock Total Returns

Growth of $10,000 chart

2021-04-14 to 2026-04-14
to
$
%
%
Loading chart…

Investment Performance

Final Value
$7,696
Total Return
-23.04%
CAGR
-5.10%
Dividends
$806.54
Yield on Cost
8.07%

Rolling Returns

1-Month (21 Trading Days)
Average-0.39%
Median-0.22%
Best+19.42%
Worst-25.58%
% of Windows Positive48.6%
1-Year (252 Trading Days)
Average-5.93%
Median-0.68%
Best+28.92%
Worst-47.04%
% of Windows Positive48.4%
3-Year (756 Trading Days)
Average-13.60%
Median-22.25%
Best+25.98%
Worst-45.20%
% of Windows Positive34.1%

Risk Metrics

Maximum Drawdown -51.64%
Average Drawdown -15.90%
Drawdown Duration 512 Trading Days (Unrecovered)
Sortino Ratio -0.13
Calmar Ratio -0.10
CVaR (5%) -3.58%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +19.86% (+88.96% ann.) +$1986.49 $73.93 $14.79 $0.12
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

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 – April 14, 2026 -32.55% -22.20% $3254.70 $245.69 $49.14 $0.39

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%
Total 44 payments

Portfolio Dividend Returns

Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
Date Total Yield Tax Trans. Cost Shares Bought
2021-05-03 $33.21 $6.64 $0.05 0.1091
2021-08-09 $33.30 $6.66 $0.05 0.1224
2021-11-04 $33.39 $6.68 $0.05 0.1215
2022-02-08 $33.48 $6.70 $0.05 0.1119
2022-05-04 $35.33 $7.07 $0.06 0.1112
2022-08-09 $35.42 $7.08 $0.06 0.1165
2022-11-03 $35.52 $7.10 $0.06 0.1175
2023-02-07 $35.61 $7.12 $0.06 0.1235
2023-05-03 $39.73 $7.95 $0.06 0.1407
2023-08-09 $39.85 $7.97 $0.06 0.1176
2023-11-02 $39.96 $7.99 $0.06 0.1340
2024-02-07 $40.08 $8.02 $0.06 0.1309
2024-05-02 $45.61 $9.12 $0.07 0.1433
2024-08-14 $45.76 $9.15 $0.07 0.1515
2024-11-05 $45.91 $9.18 $0.07 0.1546
2025-02-07 $46.06 $9.21 $0.07 0.2176
2025-04-29 $46.74 $9.35 $0.07 0.2003
2025-07-30 $46.95 $9.39 $0.08 0.2186
2025-10-30 $47.17 $9.43 $0.08 0.2922
2026-01-29 $47.47 $9.49 $0.08 0.2449
Total $806.54 $161.31 $1.29 3.0799

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.

AGIO

CAGR 0.49% Total 6.46% Final $10,646
2013-07-24 — 2026-04-14
FN

CAGR 30.03% Total 6241.21% Final $634,121
2010-06-25 — 2026-04-14
PDFS

CAGR 3.96% Total 161.09% Final $26,109
2001-07-31 — 2026-04-14