Vertiv Holdings Co (VRT) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$132,262
Total Return
1222.62%
CAGR
67.62%
Dividends
$158.62
Yield on Cost
1.59%
Rolling Returns
1-Month (21 Trading Days)
| Average | +6.09% |
| Median | +5.17% |
| Best | +60.38% |
| Worst | -52.23% |
| % of Windows Positive | 61.8% |
1-Year (252 Trading Days)
| Average | +124.55% |
| Median | +90.73% |
| Best | +664.95% |
| Worst | -69.88% |
| % of Windows Positive | 78.0% |
3-Year (756 Trading Days)
| Average | +908.20% |
| Median | +902.98% |
| Best | +2591.70% |
| Worst | +140.51% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -71.24% |
| Average Drawdown | -23.04% |
| Drawdown Duration | 480 Trading Days |
| Sortino Ratio | 1.69 |
| Calmar Ratio | 0.95 |
| CVaR (5%) | -8.27% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +104.62% (+446.37% ann.) | +$10461.83 | $3.89 | $0.78 | $0.0061 |
| 2025 | +42.76% | +$4276.38 | $15.59 | $3.12 | $0.02 |
| 2024 | +136.76% | +$13676.37 | $23.54 | $4.71 | $0.04 |
| 2023 | +251.76% | +$25175.94 | $18.30 | $3.66 | $0.03 |
| 2022 | -45.26% | $4526.13 | $4.01 | $0.80 | $0.0080 |
| 2021 | +33.79% | +$3378.56 | $5.35 | $1.07 | $0.01 |
| 2020 | +69.34% | +$6933.53 | $9.07 | $1.81 | $0.02 |
| 2019 | +12.55% | +$1255.10 | $0.00 | $0.00 | $0.00 |
| 2018 partial | -1.90% (-4.54% ann.) | $190.19 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Secular stagnation / QE / low inflation / duration bull partial | August 2, 2018 – February 19, 2020 | +34.73% | +21.21% | +$3473.47 | $0.00 | $0.00 | $0.00 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -48.00% | -99.94% | $4800.00 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +120.83% | +257.78% | +$12083.33 | $0.00 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +53.85% | +50.49% | +$5385.03 | $5.92 | $1.18 | $0.01 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -42.90% | -44.84% | $4290.17 | $3.90 | $0.78 | $0.0078 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +472.26% | +156.29% | +$47226.34 | $72.07 | $14.41 | $0.12 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +278.69% | +118.29% | +$27868.70 | $31.74 | $6.35 | $0.05 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2020-12-01 | $0.0100 | 0.05% |
| 2021-11-30 | $0.0100 | 0.04% |
| 2022-11-29 | $0.0100 | 0.08% |
| 2023-12-08 | $0.0250 | 0.06% |
| 2024-03-18 | $0.0250 | 0.03% |
| 2024-06-17 | $0.0250 | 0.03% |
| 2024-09-17 | $0.0250 | 0.03% |
| 2024-12-03 | $0.0380 | 0.03% |
| 2025-03-18 | $0.0380 | 0.04% |
| 2025-06-16 | $0.0380 | 0.03% |
| 2025-09-15 | $0.0380 | 0.03% |
| 2025-11-25 | $0.0630 | 0.04% |
| 2026-03-17 | $0.0630 | 0.02% |
| Total | 13 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 |
|---|---|---|---|---|
| 2021-11-30 | $3.97 | $0.79 | $0.0079 | 0.1238 |
| 2022-11-29 | $3.98 | $0.79 | $0.0079 | 0.2406 |
| 2023-12-08 | $9.95 | $1.99 | $0.02 | 0.1685 |
| 2024-03-18 | $9.95 | $1.99 | $0.02 | 0.1030 |
| 2024-06-17 | $9.96 | $1.99 | $0.02 | 0.0888 |
| 2024-09-17 | $9.96 | $1.99 | $0.02 | 0.0911 |
| 2024-12-03 | $15.14 | $3.03 | $0.02 | 0.0943 |
| 2025-03-18 | $15.14 | $3.03 | $0.02 | 0.1428 |
| 2025-06-16 | $15.15 | $3.03 | $0.02 | 0.1039 |
| 2025-09-15 | $15.15 | $3.03 | $0.02 | 0.0875 |
| 2025-11-25 | $25.13 | $5.03 | $0.04 | 0.1183 |
| 2026-03-17 | $25.14 | $5.03 | $0.04 | 0.0748 |
| Total | $158.62 | $31.72 | $0.25 | 1.4374 |
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.