Tiptree Inc. (TIPT) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$18,150
Total Return
81.50%
CAGR
12.66%
Dividends
$1,324.63
Yield on Cost
13.25%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.61% |
| Median | +1.29% |
| Best | +68.31% |
| Worst | -29.85% |
| % of Windows Positive | 54.3% |
1-Year (252 Trading Days)
| Average | +16.19% |
| Median | +19.40% |
| Best | +66.42% |
| Worst | -32.22% |
| % of Windows Positive | 79.5% |
3-Year (756 Trading Days)
| Average | +68.58% |
| Median | +71.68% |
| Best | +137.05% |
| Worst | +5.88% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -39.12% |
| Average Drawdown | -15.68% |
| Drawdown Duration | 318 Trading Days |
| Sortino Ratio | 0.77 |
| Calmar Ratio | 0.32 |
| CVaR (5%) | -5.03% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -5.48% (-12.51% ann.) | $547.78 | $65.78 | $13.16 | $0.11 |
| 2025 | -11.62% | $1161.91 | $115.43 | $23.09 | $0.18 |
| 2024 | +12.19% | +$1219.03 | $260.33 | $52.07 | $0.42 |
| 2023 | +38.43% | +$3842.83 | $145.11 | $29.02 | $0.23 |
| 2022 | +1.12% | +$112.09 | $116.15 | $23.23 | $0.19 |
| 2021 | +178.83% | +$17883.49 | $320.36 | $64.07 | $0.52 |
| 2020 | -36.82% | $3682.14 | $198.41 | $39.68 | $0.32 |
| 2019 | +48.36% | +$4836.07 | $279.35 | $55.87 | $0.44 |
| 2018 | -4.42% | $441.76 | $228.33 | $45.67 | $0.37 |
| 2017 | -1.82% | $181.67 | $196.22 | $39.24 | $0.32 |
| 2016 | +1.56% | +$156.42 | $163.73 | $32.74 | $0.27 |
| 2015 | -23.24% | $2324.34 | $124.03 | $24.81 | $0.19 |
| 2014 | +10.35% | +$1035.42 | $0.00 | $0.00 | $0.00 |
| 2013 | -0.17% | $16.93 | $234.22 | $46.85 | $0.38 |
| 2012 | +22.86% | +$2286.41 | $850.69 | $170.14 | $1.36 |
| 2011 | +43.54% | +$4353.94 | $865.78 | $173.16 | $1.38 |
| 2010 partial | -1.66% (-7.62% ann.) | $165.63 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Policy-led rebound / euro-sovereign-crisis overlay partial | October 15, 2010 – July 25, 2012 | +50.12% | +25.69% | +$5012.27 | $1442.52 | $288.51 | $2.31 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +21.34% | +2.59% | +$2134.49 | $1671.83 | $334.37 | $2.69 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -32.91% | -98.95% | $3290.54 | $55.17 | $11.03 | $0.09 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | -6.77% | -10.67% | $677.21 | $148.81 | $29.76 | $0.24 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +156.57% | +144.46% | +$15656.58 | $377.19 | $75.44 | $0.61 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -3.60% | -3.82% | $360.48 | $92.33 | $18.47 | $0.15 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +59.28% | +28.55% | +$5928.17 | $331.63 | $66.33 | $0.53 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -11.69% | -7.03% | $1169.19 | $339.05 | $67.81 | $0.54 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2011-05-20 | $0.1350 | 1.90% |
| 2011-08-16 | $0.1350 | 2.01% |
| 2011-11-15 | $0.1350 | 2.16% |
| 2012-04-13 | $0.1350 | 1.91% |
| 2012-05-22 | $0.1350 | 1.96% |
| 2012-08-21 | $0.1350 | 1.99% |
| 2012-11-19 | $0.1350 | 1.93% |
| 2013-04-02 | $0.1350 | 1.93% |
| 2013-05-21 | $0.0200 | 0.32% |
| 2013-08-20 | $0.0200 | 0.26% |
| 2015-04-07 | $0.0250 | 0.36% |
| 2015-05-20 | $0.0250 | 0.37% |
| 2015-08-20 | $0.0250 | 0.44% |
| 2015-11-19 | $0.0250 | 0.37% |
| 2016-03-22 | $0.0250 | 0.43% |
| 2016-05-19 | $0.0250 | 0.47% |
| 2016-08-18 | $0.0250 | 0.48% |
| 2016-11-17 | $0.0250 | 0.39% |
| 2017-03-23 | $0.0300 | 0.46% |
| 2017-05-18 | $0.0300 | 0.51% |
| 2017-08-17 | $0.0300 | 0.47% |
| 2017-11-17 | $0.0300 | 0.45% |
| 2018-03-23 | $0.0300 | 0.47% |
| 2018-05-18 | $0.0350 | 0.53% |
| 2018-08-17 | $0.0350 | 0.53% |
| 2018-11-16 | $0.0350 | 0.60% |
| 2019-03-22 | $0.0350 | 0.56% |
| 2019-05-17 | $0.0400 | 0.64% |
| 2019-08-16 | $0.0400 | 0.61% |
| 2019-11-15 | $0.0400 | 0.50% |
| 2020-03-20 | $0.0400 | 0.82% |
| 2020-05-15 | $0.0400 | 0.65% |
| 2020-08-21 | $0.0400 | 0.69% |
| 2020-11-20 | $0.0400 | 0.74% |
| 2021-03-19 | $0.0400 | 0.48% |
| 2021-05-21 | $0.0400 | 0.36% |
| 2021-08-20 | $0.0400 | 0.39% |
| 2021-11-19 | $0.0400 | 0.27% |
| 2022-03-18 | $0.0400 | 0.29% |
| 2022-05-20 | $0.0400 | 0.38% |
| 2022-08-19 | $0.0400 | 0.33% |
| 2022-11-18 | $0.0400 | 0.31% |
| 2023-03-17 | $0.0500 | 0.32% |
| 2023-05-19 | $0.0500 | 0.38% |
| 2023-08-18 | $0.0500 | 0.31% |
| 2023-11-17 | $0.0500 | 0.29% |
| 2024-03-08 | $0.0600 | 0.36% |
| 2024-05-17 | $0.0600 | 0.35% |
| 2024-08-19 | $0.0600 | 0.32% |
| 2024-11-18 | $0.0600 | 0.27% |
| 2024-12-11 | $0.2500 | 1.16% |
| 2025-03-10 | $0.0600 | 0.26% |
| 2025-05-12 | $0.0600 | 0.28% |
| 2025-08-18 | $0.0600 | 0.28% |
| 2025-11-17 | $0.0600 | 0.31% |
| 2026-03-16 | $0.0600 | 0.37% |
| 2026-05-18 | $0.0600 | 0.36% |
| Total | 57 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 |
|---|---|---|---|---|
| 2021-08-20 | $39.80 | $7.96 | $0.06 | 3.1308 |
| 2021-11-19 | $39.93 | $7.99 | $0.06 | 2.1568 |
| 2022-03-18 | $40.01 | $8.00 | $0.06 | 2.3233 |
| 2022-05-20 | $40.10 | $8.02 | $0.06 | 3.0671 |
| 2022-08-19 | $40.23 | $8.05 | $0.06 | 2.6610 |
| 2022-11-18 | $40.34 | $8.07 | $0.06 | 2.4304 |
| 2023-03-17 | $50.54 | $10.11 | $0.08 | 2.7581 |
| 2023-05-19 | $50.68 | $10.14 | $0.08 | 2.9971 |
| 2023-08-18 | $50.83 | $10.17 | $0.08 | 2.5174 |
| 2023-11-17 | $50.95 | $10.19 | $0.08 | 2.3088 |
| 2024-03-08 | $61.28 | $12.26 | $0.10 | 2.8951 |
| 2024-05-17 | $61.46 | $12.29 | $0.10 | 2.8395 |
| 2024-08-19 | $61.63 | $12.33 | $0.10 | 2.5896 |
| 2024-11-18 | $61.78 | $12.36 | $0.10 | 2.2555 |
| 2024-12-11 | $257.99 | $51.60 | $0.41 | 9.5582 |
| 2025-03-10 | $62.49 | $12.50 | $0.10 | 2.2194 |
| 2025-05-12 | $62.62 | $12.53 | $0.10 | 2.3180 |
| 2025-08-18 | $62.76 | $12.55 | $0.10 | 2.2623 |
| 2025-11-17 | $62.90 | $12.58 | $0.10 | 2.6783 |
| 2026-03-16 | $63.06 | $12.61 | $0.10 | 3.1059 |
| 2026-05-18 | $63.24 | $12.65 | $0.10 | 2.9668 |
| Total | $1324.63 | $264.93 | $2.12 | 62.0394 |
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.