Twin Disc, Incorporated (TWIN) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$12,589
Total Return
25.89%
CAGR
4.71%
Dividends
$302.69
Yield on Cost
3.03%

Rolling Returns

1-Month (21 Trading Days)
Average+1.43%
Median+0.09%
Best+58.92%
Worst-36.13%
% of Windows Positive50.3%
1-Year (252 Trading Days)
Average+11.82%
Median+1.28%
Best+190.74%
Worst-62.58%
% of Windows Positive51.4%
3-Year (756 Trading Days)
Average+15.08%
Median+6.41%
Best+105.77%
Worst-59.99%
% of Windows Positive61.4%

Risk Metrics

Maximum Drawdown -64.65%
Average Drawdown -28.53%
Drawdown Duration 955 Trading Days
Sortino Ratio 0.54
Calmar Ratio 0.07
CVaR (5%) -7.15%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +8.38% (+21.02% ann.) +$837.62 $48.01 $9.60 $0.08
2025 +43.91% +$4390.56 $136.95 $27.39 $0.22
2024 -26.59% $2658.79 $99.34 $19.87 $0.16
2023 +66.62% +$6662.49 $41.15 $8.23 $0.07
2022 -11.31% $1131.39 $0.00 $0.00 $0.00
2021 +39.62% +$3961.78 $0.00 $0.00 $0.00
2020 -28.77% $2876.59 $0.00 $0.00 $0.00
2019 -25.29% $2528.81 $0.00 $0.00 $0.00
2018 -44.49% $4448.63 $0.00 $0.00 $0.00
2017 +81.99% +$8198.63 $0.00 $0.00 $0.00
2016 +38.78% +$3878.33 $0.00 $0.00 $0.00
2015 -46.00% $4600.29 $182.38 $36.48 $0.29
2014 -22.46% $2245.63 $139.65 $27.93 $0.22
2013 +50.28% +$5027.81 $207.48 $41.50 $0.33
2012 -51.33% $5132.61 $99.55 $19.91 $0.16
2011 +22.56% +$2255.88 $107.50 $21.50 $0.17
2010 +192.03% +$19202.68 $338.19 $67.64 $0.54
2009 +55.50% +$5549.86 $411.04 $82.21 $0.66
2008 -80.15% $8015.30 $79.51 $15.90 $0.13
2007 +100.72% +$10072.12 $132.76 $26.55 $0.21
2006 +60.40% +$6039.82 $170.70 $34.14 $0.27
2005 +78.42% +$7842.07 $276.27 $55.25 $0.44
2004 +37.60% +$3759.68 $371.44 $74.29 $0.59
2003 +59.58% +$5957.73 $574.29 $114.86 $0.92
2002 -7.94% $794.32 $507.36 $101.47 $0.81
2001 +0.11% +$10.52 $368.74 $73.75 $0.59
2000 +25.24% +$2523.51 $597.23 $119.44 $0.96
1999 -40.48% $4048.36 $360.42 $72.09 $0.57
1998 -35.49% $3548.93 $246.27 $49.26 $0.39
1997 +54.80% +$5479.76 $340.57 $68.12 $0.55
1996 -2.54% $253.70 $310.59 $62.12 $0.49
1995 +28.63% +$2863.10 $389.89 $77.97 $0.63
1994 -4.44% $444.10 $362.77 $72.56 $0.58
1993 +1.61% +$161.23 $358.20 $71.64 $0.57
1992 +15.46% +$1546.33 $401.45 $80.29 $0.64
1991 +6.98% +$698.46 $444.07 $88.81 $0.71
1990 -24.15% $2415.00 $389.85 $77.97 $0.63
1989 -11.30% $1129.89 $317.43 $63.49 $0.50
1988 +31.46% +$3145.86 $360.31 $72.07 $0.57
1987 +46.69% +$4669.39 $480.03 $96.01 $0.76
1986 -19.73% $1972.79 $0.00 $0.00 $0.00
1985 +8.89% +$888.89 $0.00 $0.00 $0.00
1984 -20.59% $2058.83 $0.00 $0.00 $0.00
1983 +38.21% +$3821.14 $0.00 $0.00 $0.00
1982 -6.82% $681.82 $0.00 $0.00 $0.00
1981 +0.76% +$76.34 $0.00 $0.00 $0.00
1980 partial -0.76% (-0.96% ann.) $75.76 $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 -24.49% -5.94% $2449.33 $1512.69 $302.55 $2.42
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 -14.68% -5.98% $1468.28 $1019.58 $203.92 $1.63
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +911.15% +58.89% +$91114.70 $3148.24 $629.64 $5.03
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -83.04% -71.52% $8304.28 $145.85 $29.17 $0.23
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +323.79% +53.38% +$32379.47 $2185.87 $437.19 $3.50
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 -49.44% -8.62% $4944.26 $628.55 $125.71 $1.00
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -24.25% -95.80% $2425.45 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 -40.52% -56.65% $4051.52 $0.00 $0.00 $0.00
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +145.51% +134.45% +$14550.78 $0.00 $0.00 $0.00
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -15.44% -16.31% $1544.24 $0.00 $0.00 $0.00
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +19.23% +9.96% +$1923.36 $152.59 $30.52 $0.24
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – June 3, 2026 +49.52% +26.60% +$4951.71 $230.07 $46.01 $0.37

Dividend History

Annual Dividends Per Share
TTM Yield
Consecutive Years Paid
current
Consecutive Years of Growth
current

Date Per Share Yield %
1987-02-09 $0.0437 0.97%
1987-05-04 $0.0437 1.00%
1987-08-05 $0.0437 0.80%
1987-11-06 $0.0437 0.97%
1988-02-08 $0.0437 0.76%
1988-05-09 $0.0437 0.62%
1988-08-08 $0.0500 0.69%
1988-11-04 $0.0500 0.69%
1989-02-06 $0.0500 0.67%
1989-05-08 $0.0500 0.60%
1989-08-07 $0.0563 0.73%
1989-11-06 $0.0563 0.97%
1990-02-05 $0.0563 1.04%
1990-05-07 $0.0563 1.02%
1990-08-06 $0.0563 1.08%
1990-11-05 $0.0563 1.18%
1991-02-04 $0.0563 1.35%
1991-05-06 $0.0437 1.13%
1991-08-05 $0.0437 1.16%
1991-11-04 $0.0437 1.23%
1992-02-10 $0.0437 0.85%
1992-05-04 $0.0437 0.85%
1992-08-10 $0.0437 0.98%
1992-11-06 $0.0437 1.01%
1993-02-08 $0.0437 0.84%
1993-05-10 $0.0437 0.89%
1993-08-09 $0.0437 0.93%
1993-11-05 $0.0437 0.92%
1994-02-07 $0.0437 0.85%
1994-05-09 $0.0437 0.89%
1994-08-08 $0.0437 0.90%
1994-11-04 $0.0437 0.83%
1995-02-06 $0.0437 0.83%
1995-05-08 $0.0437 0.73%
1995-08-09 $0.0437 0.71%
1995-11-08 $0.0437 0.75%
1996-02-07 $0.0437 0.80%
1996-05-08 $0.0437 0.72%
1996-08-07 $0.0437 0.79%
1996-11-06 $0.0437 0.80%
1997-02-12 $0.0437 0.73%
1997-05-07 $0.0437 0.73%
1997-08-06 $0.0475 0.66%
1997-11-12 $0.0475 0.62%
1998-02-11 $0.0475 0.62%
1998-05-06 $0.0475 0.60%
1998-08-12 $0.0525 0.83%
1998-11-10 $0.0525 0.95%
1999-02-10 $0.0525 1.08%
1999-05-12 $0.0437 0.89%
1999-08-11 $0.0437 0.89%
1999-11-09 $0.0437 1.28%
2000-02-09 $0.0437 1.12%
2000-05-10 $0.0437 1.02%
2000-08-09 $0.0437 0.99%
2000-11-08 $0.0437 1.07%
2001-02-07 $0.0437 1.21%
2001-05-09 $0.0437 1.20%
2001-08-08 $0.0437 1.11%
2002-02-06 $0.0437 1.14%
2002-05-08 $0.0437 1.13%
2002-08-07 $0.0437 1.20%
2002-11-06 $0.0437 1.43%
2003-02-12 $0.0437 1.32%
2003-05-07 $0.0437 1.40%
2003-08-06 $0.0437 1.07%
2003-11-12 $0.0437 0.92%
2004-02-11 $0.0437 0.83%
2004-05-12 $0.0437 0.80%
2004-08-11 $0.0437 0.73%
2004-11-09 $0.0437 0.68%
2005-02-09 $0.0437 0.65%
2005-05-11 $0.0437 0.80%
2005-08-10 $0.0437 0.61%
2005-11-08 $0.0437 0.45%
2006-02-08 $0.0475 0.35%
2006-05-10 $0.0475 0.27%
2006-08-09 $0.0475 0.28%
2006-11-08 $0.0475 0.28%
2007-02-07 $0.0550 0.25%
2007-05-09 $0.0550 0.16%
2007-08-08 $0.0550 0.23%
2007-11-07 $0.0700 0.21%
2008-02-06 $0.0700 0.43%
2008-05-07 $0.0700 0.39%
2008-08-06 $0.0700 0.38%
2008-11-12 $0.0700 1.22%
2009-02-11 $0.0700 1.07%
2009-05-06 $0.0700 0.99%
2009-08-12 $0.0700 0.56%
2009-11-10 $0.0700 0.61%
2010-02-10 $0.0700 0.72%
2010-05-12 $0.1400 1.03%
2010-08-11 $0.0700 0.53%
2010-11-09 $0.0700 0.30%
2011-02-09 $0.0800 0.24%
2011-05-11 $0.0800 0.25%
2011-08-10 $0.0800 0.24%
2011-11-08 $0.0800 0.19%
2012-02-08 $0.0900 0.27%
2012-05-09 $0.0900 0.44%
2012-08-08 $0.0900 0.44%
2012-11-07 $0.0900 0.58%
2013-02-06 $0.0900 0.38%
2013-05-08 $0.0900 0.41%
2013-08-07 $0.0900 0.34%
2013-11-06 $0.0900 0.34%
2014-02-12 $0.0900 0.41%
2014-05-07 $0.0900 0.32%
2014-08-13 $0.0900 0.28%
2014-11-12 $0.0900 0.35%
2015-02-11 $0.0900 0.46%
2015-05-06 $0.0900 0.51%
2015-08-12 $0.0900 0.60%
2015-11-10 $0.0900 0.81%
2023-11-16 $0.0400 0.27%
2024-02-15 $0.0400 0.26%
2024-05-17 $0.0400 0.28%
2024-08-19 $0.0400 0.30%
2024-11-18 $0.0400 0.34%
2025-02-14 $0.0400 0.41%
2025-05-19 $0.0400 0.54%
2025-08-18 $0.0400 0.47%
2025-11-17 $0.0400 0.26%
2026-02-18 $0.0400 0.22%
2026-05-18 $0.0400 0.23%
Total 126 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
2023-11-16 $27.16 $5.43 $0.04 1.5098
2024-02-15 $27.22 $5.44 $0.04 1.4277
2024-05-17 $27.27 $5.45 $0.04 1.5238
2024-08-19 $27.33 $5.47 $0.04 1.7306
2024-11-18 $27.40 $5.48 $0.04 1.8845
2025-02-14 $27.48 $5.50 $0.04 2.3339
2025-05-19 $27.57 $5.51 $0.04 3.0918
2025-08-18 $27.70 $5.54 $0.04 2.4985
2025-11-17 $27.80 $5.56 $0.04 1.5035
2026-02-18 $27.86 $5.57 $0.04 1.2923
2026-05-18 $27.91 $5.58 $0.04 1.3045
Total $302.69 $60.54 $0.48 20.1009

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.

EHAB

CAGR -14.16% Total -44.80% Final $5,520
2022-06-23 — 2026-05-14
NPB

CAGR 12.39% Total 16.22% Final $11,622
2025-02-18 — 2026-06-03
WERN

CAGR 8.50% Total 2501.57% Final $260,157
1986-06-20 — 2026-06-03