Valhi, Inc. (VHI) Stock Total Returns

Growth of $10,000 chart

2021-04-14 to 2026-04-14
to
$
%
%
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Investment Performance

Final Value
$6,075
Total Return
-39.25%
CAGR
-9.49%
Dividends
$663.07
Yield on Cost
6.63%

Rolling Returns

1-Month (21 Trading Days)
Average+0.22%
Median-1.78%
Best+70.47%
Worst-40.77%
% of Windows Positive43.8%
1-Year (252 Trading Days)
Average+3.99%
Median-9.13%
Best+265.40%
Worst-75.58%
% of Windows Positive42.0%
3-Year (756 Trading Days)
Average-26.62%
Median-36.18%
Best+82.27%
Worst-70.19%
% of Windows Positive14.4%

Risk Metrics

Maximum Drawdown -79.13%
Average Drawdown -51.68%
Drawdown Duration 964 Trading Days (Unrecovered)
Sortino Ratio 0.15
Calmar Ratio -0.12
CVaR (5%) -7.39%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +17.55% (+76.45% ann.) +$1755.01 $66.39 $13.28 $0.11
2025 -47.62% $4762.00 $137.59 $27.52 $0.22
2024 +55.90% +$5590.47 $211.82 $42.36 $0.34
2023 -29.73% $2973.09 $146.34 $29.27 $0.23
2022 -22.83% $2283.43 $111.63 $22.33 $0.18
2021 +91.18% +$9117.57 $211.41 $42.28 $0.34
2020 -30.41% $3040.64 $215.85 $43.17 $0.35
2019 -0.31% $30.77 $418.22 $83.64 $0.67
2018 -68.17% $6816.74 $130.23 $26.05 $0.21
2017 +81.79% +$8178.97 $233.06 $46.61 $0.37
2016 +165.86% +$16585.78 $604.83 $120.97 $0.97
2015 -78.66% $7866.41 $125.41 $25.08 $0.20
2014 -63.13% $6312.81 $62.78 $12.56 $0.10
2013 +42.01% +$4201.21 $160.57 $32.11 $0.26
2012 -37.28% $3727.58 $95.46 $19.09 $0.15
2011 +175.96% +$17595.50 $215.76 $43.15 $0.35
2010 +61.10% +$6109.51 $288.36 $57.67 $0.46
2009 +34.85% +$3485.12 $378.60 $75.72 $0.61
2008 -31.71% $3170.88 $252.35 $50.47 $0.40
2007 +51.67% +$5167.28 $321.55 $64.31 $0.51
2006 +42.38% +$4238.11 $217.46 $43.49 $0.35
2005 +17.04% +$1703.57 $250.25 $50.05 $0.40
2004 +9.14% +$913.90 $161.37 $32.27 $0.26
2003 +83.30% +$8329.58 $291.13 $58.23 $0.47
2002 -33.49% $3349.26 $190.11 $38.02 $0.30
2001 +4274.33% +$427433.43 $537810.81 $107562.16 $860.50
2000 +11.09% +$1109.43 $201.10 $40.22 $0.32
1999 -6.36% $635.97 $176.76 $35.35 $0.28
1998 +22.34% +$2233.69 $213.19 $42.64 $0.34
1997 +50.78% +$5078.04 $316.00 $63.20 $0.50
1996 +2.41% +$240.72 $316.43 $63.28 $0.51
1995 -15.29% $1529.14 $158.09 $31.62 $0.25
1994 +58.15% +$5815.05 $164.82 $32.96 $0.26
1993 -1.74% $174.06 $100.00 $20.00 $0.16
1992 -8.38% $838.12 $359.41 $71.88 $0.57
1991 +15.02% +$1502.42 $403.00 $80.60 $0.64
1990 -72.15% $7215.37 $110.04 $22.01 $0.18
1989 +50.98% +$5097.92 $205.12 $41.02 $0.33
1988 +32.68% +$3268.12 $27.03 $5.40 $0.04
1987 +156.89% +$15688.80 $275.86 $55.17 $0.44
1986 +61.11% +$6111.11 $0.00 $0.00 $0.00
1985 +0.00% +$0.00 $0.00 $0.00 $0.00
1984 -51.35% $5135.14 $0.00 $0.00 $0.00
1983 +60.87% +$6086.96 $0.00 $0.00 $0.00
1982 +4.55% +$454.55 $0.00 $0.00 $0.00
1981 -15.38% $1538.46 $0.00 $0.00 $0.00
1980 partial +30.00% (+39.32% ann.) +$3000.00 $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 +60.46% +10.86% +$6045.56 $1175.97 $235.19 $1.88
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 +3391.22% +297.69% +$339122.20 $555036.16 $111007.23 $888.06
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +533.90% +44.72% +$53389.89 $2075.44 $415.09 $3.32
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -65.98% -53.38% $6597.99 $255.46 $51.09 $0.41
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +333.77% +54.44% +$33376.55 $1876.52 $375.30 $3.00
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 -83.83% -21.40% $8382.74 $767.47 $153.49 $1.23
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -39.11% -99.65% $3910.93 $122.70 $24.54 $0.20
Policy bazooka / monetary euphoria March 25, 2020 – November 6, 2020 +4.89% +8.03% +$489.35 $122.67 $24.53 $0.20
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +100.61% +93.58% +$10061.41 $235.15 $47.03 $0.38
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -20.06% -21.15% $2005.68 $121.72 $24.34 $0.19
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +18.42% +9.55% +$1842.22 $276.67 $55.33 $0.44
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 -46.76% -33.09% $4676.33 $178.53 $35.71 $0.29

Dividend History

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

Date Per Share Yield %
1987-09-15 $0.1644 0.85%
1988-08-09 $0.0411 0.23%
1989-03-22 $0.1644 0.76%
1989-06-09 $0.0822 0.30%
1989-09-11 $0.0822 0.28%
1989-12-08 $0.0822 0.32%
1990-03-08 $0.0822 0.30%
1990-06-08 $0.0822 0.34%
1990-09-10 $0.0822 0.49%
1990-12-10 $0.0822 0.87%
1991-03-08 $0.0822 0.62%
1991-06-10 $0.0822 0.63%
1991-09-10 $0.0822 0.59%
1991-12-11 $0.0822 0.89%
1992-03-11 $0.0822 0.83%
1992-06-10 $0.0822 0.80%
1992-09-10 $0.0822 1.05%
1992-12-11 $0.0822 0.95%
1993-03-16 $0.0822 0.91%
1994-03-18 $0.0329 0.36%
1994-06-09 $0.0329 0.38%
1994-09-09 $0.0329 0.35%
1994-12-09 $0.0329 0.29%
1995-03-16 $0.0493 0.39%
1995-06-19 $0.0493 0.38%
1995-09-18 $0.0493 0.38%
1995-12-15 $0.0493 0.50%
1996-03-20 $0.0822 0.67%
1996-06-10 $0.0822 0.70%
1996-09-10 $0.0822 0.78%
1996-12-11 $0.0822 0.75%
1997-03-17 $0.0822 0.63%
1997-06-18 $0.0822 0.59%
1997-09-10 $0.0822 0.56%
1997-12-10 $0.0822 0.53%
1998-03-16 $0.0822 0.51%
1998-06-17 $0.0822 0.52%
1998-09-09 $0.0822 0.40%
1998-12-09 $0.0822 0.43%
1999-03-15 $0.0822 0.45%
1999-06-04 $0.0822 0.42%
1999-09-08 $0.0822 0.44%
1999-12-08 $0.0822 0.46%
2000-03-20 $0.0822 0.45%
2000-06-13 $0.0822 0.44%
2000-09-15 $0.0822 0.39%
2000-12-12 $0.0986 0.49%
2001-03-21 $0.0986 0.60%
2001-06-13 $0.0986 0.47%
2001-09-12 $1000.0000 4734.79%
2001-09-17 $0.0986 0.47%
2001-12-12 $0.0986 0.46%
2002-03-14 $0.0986 0.50%
2002-06-12 $0.0986 0.49%
2002-09-12 $0.0986 0.50%
2002-12-11 $0.0986 0.70%
2003-03-20 $0.0986 0.54%
2003-06-11 $0.0986 0.62%
2003-09-11 $0.0986 0.52%
2003-12-10 $0.0986 0.42%
2004-03-09 $0.0986 0.46%
2004-06-09 $0.0986 0.52%
2004-09-09 $0.0986 0.42%
2004-12-09 $0.0986 0.39%
2005-03-10 $0.1644 0.53%
2005-06-09 $0.1644 0.57%
2005-09-09 $0.1644 0.57%
2005-12-07 $0.1644 0.56%
2006-03-14 $0.1644 0.56%
2006-06-07 $0.1644 0.39%
2006-09-11 $0.1644 0.37%
2006-12-06 $0.1644 0.38%
2007-03-08 $0.1644 0.32%
2007-06-13 $0.4000 0.66%
2007-09-05 $0.4000 0.42%
2007-12-05 $0.4000 0.56%
2008-03-07 $0.4000 0.49%
2008-06-06 $0.4000 0.32%
2008-09-08 $0.4000 0.60%
2008-12-08 $0.4000 0.79%
2009-03-06 $0.4000 1.07%
2009-06-08 $0.4000 0.96%
2009-09-08 $0.4000 1.04%
2009-12-08 $0.4000 0.90%
2010-03-08 $0.4000 0.55%
2010-06-08 $0.4000 0.68%
2010-09-08 $0.4000 0.54%
2010-12-08 $0.4000 0.43%
2011-03-10 $0.4000 0.41%
2011-06-08 $0.5000 0.29%
2011-09-07 $0.5000 0.21%
2011-12-07 $0.5000 0.20%
2012-03-06 $0.5000 0.23%
2012-06-07 $0.6000 0.36%
2012-09-05 $0.6000 0.41%
2012-12-05 $0.6000 0.41%
2013-03-07 $0.6000 0.30%
2013-06-06 $0.6000 0.32%
2013-09-03 $0.6000 0.25%
2013-12-03 $0.6000 0.34%
2014-03-06 $0.6000 0.45%
2014-06-05 $0.2400 0.35%
2014-09-02 $0.2400 0.25%
2014-12-02 $0.2400 0.34%
2015-03-05 $0.2400 0.32%
2015-06-04 $0.2400 0.32%
2015-09-01 $0.2400 0.71%
2015-12-01 $0.2400 1.09%
2016-03-03 $0.2400 1.34%
2016-06-02 $0.2400 0.95%
2016-09-01 $0.2400 0.78%
2016-12-01 $0.2400 0.65%
2017-03-09 $0.2400 0.64%
2017-06-02 $0.2400 0.59%
2017-08-31 $0.2400 0.92%
2017-12-05 $0.2400 0.30%
2018-03-09 $0.2400 0.31%
2018-06-04 $0.2400 0.32%
2018-08-31 $0.2400 0.58%
2018-12-03 $0.2400 0.98%
2019-03-08 $0.2400 0.48%
2019-06-03 $0.2400 1.00%
2019-08-30 $0.2400 1.00%
2019-12-02 $0.2400 1.03%
2020-03-06 $0.2400 1.47%
2020-06-15 $0.0800 0.70%
2020-08-31 $0.0800 0.59%
2020-11-30 $0.0800 0.49%
2021-03-12 $0.0800 0.41%
2021-06-04 $0.0800 0.29%
2021-09-01 $0.0800 0.34%
2021-12-01 $0.0800 0.30%
2022-03-11 $0.0800 0.32%
2022-06-03 $0.0800 0.16%
2022-08-31 $0.0800 0.23%
2022-11-30 $0.0800 0.36%
2023-03-10 $0.0800 0.37%
2023-06-02 $0.0800 0.63%
2023-08-31 $0.0800 0.61%
2023-11-30 $0.0800 0.58%
2024-03-08 $0.0800 0.58%
2024-06-10 $0.0800 0.43%
2024-09-06 $0.0800 0.27%
2024-11-29 $0.0800 0.31%
2025-03-17 $0.0800 0.44%
2025-06-09 $0.0800 0.55%
2025-09-05 $0.0800 0.50%
2025-11-21 $0.0800 0.66%
2026-03-16 $0.0800 0.59%
Total 149 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
2021-06-04 $32.23 $6.45 $0.05 0.8917
2021-09-01 $32.30 $6.46 $0.05 1.1008
2021-12-01 $32.39 $6.48 $0.05 1.0262
2022-03-11 $32.47 $6.49 $0.05 0.9707
2022-06-03 $32.55 $6.51 $0.05 0.5294
2022-08-31 $32.59 $6.52 $0.05 0.7448
2022-11-30 $32.65 $6.53 $0.05 1.1712
2023-03-10 $32.75 $6.55 $0.05 1.3145
2023-06-02 $32.85 $6.57 $0.05 1.9992
2023-08-31 $33.01 $6.60 $0.05 1.9907
2023-11-30 $33.17 $6.63 $0.05 1.9502
2024-03-08 $33.33 $6.67 $0.05 1.8101
2024-06-10 $33.47 $6.69 $0.05 1.3649
2024-09-06 $33.58 $6.72 $0.05 0.9746
2024-11-29 $33.66 $6.73 $0.05 1.0497
2025-03-17 $33.74 $6.75 $0.05 1.5025
2025-06-09 $33.86 $6.77 $0.05 1.7454
2025-09-05 $34.00 $6.80 $0.05 1.6655
2025-11-21 $34.14 $6.83 $0.05 2.1460
2026-03-16 $34.31 $6.86 $0.05 1.9706
Total $663.07 $132.61 $1.06 27.9187

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.

VERX

CAGR -12.11% Total -52.15% Final $4,785
2020-07-29 — 2026-04-14
DERM

CAGR -13.33% Total -46.87% Final $5,313
2021-11-12 — 2026-04-14
MUSA

CAGR 22.58% Total 1213.96% Final $131,396
2013-08-19 — 2026-04-14