Utz Brands, Inc. (UTZ) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$3,252
Total Return
-67.48%
CAGR
-20.12%
Dividends
$495.88
Yield on Cost
4.96%
Rolling Returns
1-Month (21 Trading Days)
| Average | -1.57% |
| Median | -1.73% |
| Best | +30.18% |
| Worst | -34.17% |
| % of Windows Positive | 41.3% |
1-Year (252 Trading Days)
| Average | -7.72% |
| Median | -9.15% |
| Best | +54.42% |
| Worst | -53.44% |
| % of Windows Positive | 39.5% |
3-Year (756 Trading Days)
| Average | -16.37% |
| Median | -16.23% |
| Best | +30.03% |
| Worst | -56.23% |
| % of Windows Positive | 19.2% |
Risk Metrics
| Maximum Drawdown | -74.39% |
| Average Drawdown | -46.44% |
| Drawdown Duration | 1242 Trading Days (Unrecovered) |
| Sortino Ratio | -0.58 |
| Calmar Ratio | -0.27 |
| CVaR (5%) | -5.30% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -24.06% (-61.97% ann.) | $2406.39 | $60.70 | $12.14 | $0.10 |
| 2025 | -32.60% | $3259.83 | $165.08 | $33.01 | $0.27 |
| 2024 | -2.38% | $238.42 | $167.02 | $33.41 | $0.27 |
| 2023 | +3.59% | +$359.18 | $144.35 | $28.86 | $0.24 |
| 2022 | +0.62% | +$62.04 | $137.95 | $27.60 | $0.22 |
| 2021 | -27.11% | $2710.86 | $92.72 | $18.55 | $0.14 |
| 2020 | +115.54% | +$11553.50 | $107.13 | $21.42 | $0.17 |
| 2019 | +6.53% | +$652.84 | $0.00 | $0.00 | $0.00 |
| 2018 partial | +0.21% (+2.19% ann.) | +$20.77 | $0.00 | $0.00 | $0.00 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Secular stagnation / QE / low inflation / duration bull partial | November 26, 2018 – February 19, 2020 | +11.63% | +9.34% | +$1163.03 | $0.00 | $0.00 | $0.00 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -5.40% | -46.90% | $539.53 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +72.66% | +140.80% | +$7266.40 | $49.85 | $9.97 | $0.08 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | -10.49% | -9.98% | $1048.60 | $123.79 | $24.76 | $0.19 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +16.45% | +17.55% | +$1645.10 | $153.74 | $30.76 | $0.24 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +7.99% | +4.23% | +$798.70 | $289.27 | $57.85 | $0.47 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | -56.79% | -41.42% | $5678.74 | $206.71 | $41.34 | $0.34 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2020-09-18 | $0.0500 | 0.28% |
| 2020-12-18 | $0.0600 | 0.27% |
| 2021-04-16 | $0.0500 | 0.20% |
| 2021-06-18 | $0.0500 | 0.22% |
| 2021-09-17 | $0.0500 | 0.27% |
| 2021-12-17 | $0.0540 | 0.32% |
| 2022-04-14 | $0.0540 | 0.37% |
| 2022-06-16 | $0.0540 | 0.42% |
| 2022-09-16 | $0.0540 | 0.34% |
| 2022-12-16 | $0.0570 | 0.34% |
| 2023-04-14 | $0.0570 | 0.32% |
| 2023-06-15 | $0.0570 | 0.35% |
| 2023-09-15 | $0.0570 | 0.39% |
| 2023-12-15 | $0.0570 | 0.39% |
| 2024-04-12 | $0.0590 | 0.34% |
| 2024-06-17 | $0.0800 | 0.45% |
| 2024-09-16 | $0.0700 | 0.39% |
| 2024-12-16 | $0.0610 | 0.34% |
| 2025-04-07 | $0.0720 | 0.51% |
| 2025-06-16 | $0.0610 | 0.47% |
| 2025-09-15 | $0.0610 | 0.47% |
| 2025-12-15 | $0.0630 | 0.62% |
| 2026-04-13 | $0.0630 | 0.83% |
| Total | 23 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 |
|---|---|---|---|---|
| 2021-04-16 | $19.42 | $3.88 | $0.03 | 0.6044 |
| 2021-06-18 | $19.45 | $3.89 | $0.03 | 0.6846 |
| 2021-09-17 | $19.48 | $3.89 | $0.03 | 0.8490 |
| 2021-12-17 | $21.09 | $4.22 | $0.03 | 1.0234 |
| 2022-04-14 | $21.14 | $4.23 | $0.03 | 1.1451 |
| 2022-06-16 | $21.20 | $4.24 | $0.03 | 1.3719 |
| 2022-09-16 | $21.28 | $4.26 | $0.03 | 1.0578 |
| 2022-12-16 | $22.52 | $4.51 | $0.04 | 1.0897 |
| 2023-04-14 | $22.58 | $4.52 | $0.04 | 1.0256 |
| 2023-06-15 | $22.64 | $4.53 | $0.04 | 1.0916 |
| 2023-09-15 | $22.70 | $4.54 | $0.04 | 1.2649 |
| 2023-12-15 | $22.78 | $4.55 | $0.04 | 1.2446 |
| 2024-04-12 | $23.65 | $4.73 | $0.04 | 1.1009 |
| 2024-06-17 | $32.15 | $6.43 | $0.05 | 1.4293 |
| 2024-09-16 | $28.23 | $5.65 | $0.04 | 1.2735 |
| 2024-12-16 | $24.68 | $4.94 | $0.04 | 1.1312 |
| 2025-04-07 | $29.21 | $5.84 | $0.05 | 1.7643 |
| 2025-06-16 | $24.86 | $4.97 | $0.04 | 1.5092 |
| 2025-09-15 | $24.95 | $4.99 | $0.04 | 1.5910 |
| 2025-12-15 | $25.87 | $5.17 | $0.04 | 1.9801 |
| 2026-04-13 | $25.99 | $5.20 | $0.04 | 2.7487 |
| Total | $495.88 | $99.17 | $0.80 | 26.9808 |
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.