Valvoline Inc. (VVV) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$12,683
Total Return
26.83%
CAGR
4.87%
Dividends
$330.74
Yield on Cost
3.31%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.57% |
| Median | -0.55% |
| Best | +26.47% |
| Worst | -17.95% |
| % of Windows Positive | 46.7% |
1-Year (252 Trading Days)
| Average | +3.44% |
| Median | +2.92% |
| Best | +46.26% |
| Worst | -28.68% |
| % of Windows Positive | 55.9% |
3-Year (756 Trading Days)
| Average | +19.20% |
| Median | +19.27% |
| Best | +57.82% |
| Worst | -11.79% |
| % of Windows Positive | 83.6% |
Risk Metrics
| Maximum Drawdown | -39.35% |
| Average Drawdown | -14.48% |
| Drawdown Duration | 437 Trading Days (Unrecovered) |
| Sortino Ratio | 0.46 |
| Calmar Ratio | 0.12 |
| CVaR (5%) | -3.85% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +14.04% (+58.63% ann.) | +$1403.99 | $0.00 | $0.00 | $0.00 |
| 2025 | -19.68% | $1967.94 | $0.00 | $0.00 | $0.00 |
| 2024 | -3.73% | $372.54 | $0.00 | $0.00 | $0.00 |
| 2023 | +15.10% | +$1509.96 | $0.00 | $0.00 | $0.00 |
| 2022 | -11.35% | $1134.67 | $134.70 | $26.94 | $0.21 |
| 2021 | +63.27% | +$6327.04 | $217.23 | $43.45 | $0.34 |
| 2020 | +10.05% | +$1005.46 | $218.27 | $43.65 | $0.34 |
| 2019 | +12.54% | +$1254.02 | $224.27 | $44.85 | $0.37 |
| 2018 | -21.82% | $2181.67 | $132.68 | $26.53 | $0.20 |
| 2017 | +17.47% | +$1746.59 | $103.56 | $20.72 | $0.15 |
| 2016 partial | -6.75% (-22.92% ann.) | $674.69 | $21.21 | $4.24 | $0.03 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Secular stagnation / QE / low inflation / duration bull partial | September 23, 2016 – February 19, 2020 | -0.38% | -0.11% | $37.66 | $455.19 | $91.03 | $0.71 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -59.05% | -100.00% | $5904.67 | $50.40 | $10.08 | $0.08 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +85.33% | +169.85% | +$8532.59 | $191.18 | $38.24 | $0.30 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +60.05% | +56.23% | +$6004.85 | $283.21 | $56.65 | $0.44 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -9.13% | -9.66% | $912.91 | $110.40 | $22.08 | $0.17 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +30.23% | +15.31% | +$3022.50 | $39.46 | $7.89 | $0.06 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | -19.23% | -12.73% | $1922.99 | $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 % |
|---|---|---|
| 2016-12-01 | $0.0490 | 0.23% |
| 2017-02-27 | $0.0490 | 0.22% |
| 2017-05-30 | $0.0490 | 0.22% |
| 2017-08-30 | $0.0490 | 0.23% |
| 2017-11-30 | $0.0750 | 0.31% |
| 2018-02-28 | $0.0750 | 0.32% |
| 2018-05-31 | $0.0750 | 0.36% |
| 2018-08-30 | $0.0750 | 0.35% |
| 2018-11-29 | $0.1060 | 0.51% |
| 2019-02-28 | $0.1060 | 0.55% |
| 2019-05-30 | $0.1060 | 0.60% |
| 2019-08-29 | $0.1060 | 0.48% |
| 2019-11-27 | $0.1130 | 0.49% |
| 2020-02-27 | $0.1130 | 0.56% |
| 2020-05-28 | $0.1130 | 0.60% |
| 2020-08-28 | $0.1130 | 0.54% |
| 2020-11-27 | $0.1250 | 0.54% |
| 2021-02-25 | $0.1250 | 0.50% |
| 2021-05-27 | $0.1250 | 0.38% |
| 2021-08-27 | $0.1250 | 0.41% |
| 2021-11-26 | $0.1250 | 0.34% |
| 2022-02-25 | $0.1250 | 0.40% |
| 2022-05-27 | $0.1250 | 0.38% |
| 2022-08-30 | $0.1250 | 0.42% |
| 2022-12-01 | $0.1250 | 0.38% |
| Total | 25 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 |
|---|---|---|---|---|
| 2021-05-27 | $46.82 | $9.37 | $0.07 | 1.1382 |
| 2021-08-27 | $46.96 | $9.39 | $0.07 | 1.2256 |
| 2021-11-26 | $47.11 | $9.42 | $0.07 | 1.0698 |
| 2022-02-25 | $47.24 | $9.45 | $0.07 | 1.1427 |
| 2022-05-27 | $47.39 | $9.48 | $0.07 | 1.1291 |
| 2022-08-30 | $47.53 | $9.51 | $0.07 | 1.2987 |
| 2022-12-01 | $47.69 | $9.54 | $0.07 | 1.1623 |
| Total | $330.74 | $66.16 | $0.51 | 8.1664 |
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.