INNOVATE Corp. (VATE) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$3,847
Total Return
-61.53%
CAGR
-17.40%
Dividends
$0.00
Yield on Cost
0.00%
Rolling Returns
1-Month (21 Trading Days)
| Average | +2.41% |
| Median | -4.36% |
| Best | +218.63% |
| Worst | -54.93% |
| % of Windows Positive | 38.4% |
1-Year (252 Trading Days)
| Average | -24.03% |
| Median | -24.60% |
| Best | +203.49% |
| Worst | -82.93% |
| % of Windows Positive | 24.5% |
3-Year (756 Trading Days)
| Average | -72.48% |
| Median | -77.60% |
| Best | +25.47% |
| Worst | -92.00% |
| % of Windows Positive | 0.8% |
Risk Metrics
| Maximum Drawdown | -92.99% |
| Average Drawdown | -65.02% |
| Drawdown Duration | 1143 Trading Days (Unrecovered) |
| Sortino Ratio | 0.39 |
| Calmar Ratio | -0.19 |
| CVaR (5%) | -10.89% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +265.93% (+2068.90% ann.) | +$26592.94 | $0.00 | $0.00 | $0.00 |
| 2025 | -8.50% | $850.21 | $0.00 | $0.00 | $0.00 |
| 2024 | -59.84% | $5983.74 | $0.00 | $0.00 | $0.00 |
| 2023 | -34.22% | $3422.46 | $0.00 | $0.00 | $0.00 |
| 2022 | -49.46% | $4945.95 | $0.00 | $0.00 | $0.00 |
| 2021 | +13.50% | +$1349.69 | $0.00 | $0.00 | $0.00 |
| 2020 | +244.64% | +$24463.96 | $17926.27 | $3585.25 | $28.68 |
| 2019 | -17.80% | $1780.30 | $0.00 | $0.00 | $0.00 |
| 2018 | -55.63% | $5563.03 | $0.00 | $0.00 | $0.00 |
| 2017 | +0.34% | +$33.73 | $0.00 | $0.00 | $0.00 |
| 2016 | +12.10% | +$1209.83 | $0.00 | $0.00 | $0.00 |
| 2015 | -37.25% | $3724.79 | $0.00 | $0.00 | $0.00 |
| 2014 | +195.79% | +$19578.95 | $0.00 | $0.00 | $0.00 |
| 2013 | -29.07% | $2907.44 | $7819.69 | $1563.94 | $12.51 |
| 2012 | +9.71% | +$971.26 | $3353.30 | $670.66 | $5.36 |
| 2011 | +1.28% | +$128.00 | $0.00 | $0.00 | $0.00 |
| 2010 | +117.39% | +$11739.13 | $0.00 | $0.00 | $0.00 |
| 2009 partial | +43.75% (+117.09% ann.) | +$4375.00 | $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 | July 13, 2009 – July 25, 2012 | +307.83% | +58.94% | +$30782.65 | $2500.00 | $500.00 | $4.00 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | -11.32% | -1.57% | $1131.52 | $8658.55 | $1731.71 | $13.85 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -68.24% | -100.00% | $6823.53 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +258.06% | +678.64% | +$25806.15 | $26283.79 | $5256.76 | $42.05 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +65.13% | +60.93% | +$6512.61 | $0.00 | $0.00 | $0.00 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -78.74% | -80.68% | $7874.02 | $0.00 | $0.00 | $0.00 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -47.62% | -29.46% | $4762.50 | $0.00 | $0.00 | $0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +324.10% | +133.28% | +$32410.28 | $0.00 | $0.00 | $0.00 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2012-06-28 | $10.0000 | 6.01% |
| 2012-11-23 | $25.0000 | 17.73% |
| 2012-12-19 | $5.0000 | 4.63% |
| 2013-08-28 | $85.0000 | 68.60% |
| 2020-05-14 | $38.9000 | 128.81% |
| Total | 5 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 |
|---|---|---|---|---|
| Total | $0.00 | $0.00 | $0.00 | 0.0000 |
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.