Werner Enterprises, Inc. (WERN) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$7,037
Total Return
-29.63%
CAGR
-6.79%
Dividends
$595.60
Yield on Cost
5.96%

Rolling Returns

1-Month (21 Trading Days)
Average-0.43%
Median-0.71%
Best+31.75%
Worst-21.66%
% of Windows Positive45.9%
1-Year (252 Trading Days)
Average-8.84%
Median-10.43%
Best+28.81%
Worst-41.04%
% of Windows Positive24.8%
3-Year (756 Trading Days)
Average-23.05%
Median-22.67%
Best-5.84%
Worst-44.11%
% of Windows Positive0.0%

Risk Metrics

Maximum Drawdown -51.55%
Average Drawdown -20.37%
Drawdown Duration 800 Trading Days (Unrecovered)
Sortino Ratio -0.12
Calmar Ratio -0.13
CVaR (5%) -4.11%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +6.57% (+25.05% ann.) +$657.32 $93.46 $18.69 $0.15
2025 -15.20% $1519.94 $156.73 $31.35 $0.25
2024 -14.43% $1443.39 $99.43 $19.89 $0.16
2023 +6.32% +$632.30 $137.12 $27.42 $0.22
2022 -14.63% $1462.93 $107.44 $21.49 $0.17
2021 +22.50% +$2249.53 $117.64 $23.53 $0.19
2020 +8.75% +$874.94 $124.12 $24.82 $0.20
2019 +36.55% +$3654.75 $1369.86 $273.97 $2.19
2018 -22.96% $2296.32 $88.21 $17.64 $0.14
2017 +44.39% +$4438.86 $100.47 $20.09 $0.16
2016 +16.10% +$1609.92 $102.90 $20.58 $0.16
2015 -24.40% $2440.32 $70.79 $14.16 $0.11
2014 +26.93% +$2692.53 $101.41 $20.28 $0.16
2013 +14.90% +$1490.33 $92.53 $18.51 $0.15
2012 -4.52% $451.75 $709.87 $141.97 $1.14
2011 +9.28% +$927.65 $311.44 $62.29 $0.50
2010 +22.23% +$2222.99 $915.36 $183.07 $1.47
2009 +21.35% +$2135.14 $843.11 $168.62 $1.35
2008 +13.55% +$1355.34 $1362.11 $272.42 $2.18
2007 -1.79% $178.71 $109.02 $21.80 $0.17
2006 -10.65% $1064.57 $86.52 $17.30 $0.14
2005 -12.44% $1243.71 $66.40 $13.28 $0.10
2004 +16.72% +$1672.35 $61.68 $12.34 $0.10
2003 +13.57% +$1356.74 $47.09 $9.42 $0.08
2002 +18.52% +$1852.45 $43.26 $8.65 $0.07
2001 +43.59% +$4359.45 $58.92 $11.79 $0.09
2000 +21.63% +$2162.50 $71.26 $14.25 $0.11
1999 -20.14% $2013.68 $57.20 $11.44 $0.09
1998 +8.28% +$828.37 $54.95 $10.99 $0.08
1997 +13.47% +$1347.44 $41.43 $8.28 $0.06
1996 +34.85% +$3485.37 $65.55 $13.11 $0.10
1995 -14.36% $1436.08 $48.50 $9.70 $0.08
1994 -21.91% $2191.09 $31.18 $6.23 $0.05
1993 +34.46% +$3445.50 $35.20 $7.04 $0.05
1992 +58.21% +$5820.81 $55.50 $11.10 $0.08
1991 +70.68% +$7067.55 $76.64 $15.33 $0.14
1990 -20.57% $2056.56 $41.92 $8.39 $0.06
1989 +11.69% +$1168.83 $0.00 $0.00 $0.00
1988 +24.19% +$2419.35 $0.00 $0.00 $0.00
1987 -17.33% $1733.33 $0.00 $0.00 $0.00
1986 partial -2.60% (-4.83% ann.) $259.74 $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 +20.61% +4.17% +$2060.72 $343.24 $68.65 $0.53
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 +92.03% +28.86% +$9203.38 $225.47 $45.09 $0.36
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +20.15% +3.74% +$2014.86 $475.66 $95.13 $0.76
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -18.27% -13.31% $1826.66 $1373.09 $274.62 $2.19
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +101.66% +23.09% +$10165.90 $3303.52 $660.70 $5.29
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +110.43% +10.33% +$11042.55 $3466.20 $693.24 $5.54
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -18.37% -90.14% $1836.89 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +15.18% +25.53% +$1517.90 $80.19 $16.04 $0.13
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +17.03% +16.09% +$1703.23 $110.36 $22.07 $0.18
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -14.24% -15.05% $1424.31 $111.24 $22.25 $0.18
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -5.90% -3.23% $589.76 $238.60 $47.72 $0.38
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 -13.21% -8.64% $1321.41 $263.93 $52.79 $0.42

Dividend History

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

Date Per Share Yield %
1990-04-24 $0.0048 0.16%
1990-06-29 $0.0048 0.16%
1990-10-05 $0.0048 0.25%
1991-01-08 $0.0048 0.18%
1991-04-16 $0.0048 0.12%
1991-07-03 $0.0048 0.13%
1991-10-07 $0.0064 0.15%
1992-01-07 $0.0064 0.14%
1992-04-21 $0.0064 0.12%
1992-07-01 $0.0064 0.13%
1992-09-29 $0.0064 0.11%
1993-01-05 $0.0064 0.09%
1993-04-20 $0.0064 0.10%
1993-07-08 $0.0064 0.09%
1993-10-04 $0.0064 0.08%
1994-01-04 $0.0064 0.07%
1994-05-09 $0.0080 0.09%
1994-07-05 $0.0080 0.09%
1994-10-03 $0.0080 0.10%
1995-01-03 $0.0080 0.11%
1995-04-18 $0.0096 0.15%
1995-07-06 $0.0096 0.15%
1995-09-28 $0.0096 0.15%
1996-01-04 $0.0096 0.15%
1996-04-18 $0.0096 0.13%
1996-07-03 $0.0112 0.14%
1996-10-03 $0.0120 0.15%
1997-01-09 $0.0120 0.15%
1997-04-17 $0.0120 0.13%
1997-07-02 $0.0120 0.13%
1998-01-08 $0.0120 0.11%
1998-04-16 $0.0120 0.09%
1998-07-01 $0.0150 0.13%
1998-10-01 $0.0150 0.16%
1999-01-07 $0.0150 0.14%
1999-04-15 $0.0150 0.17%
1999-07-01 $0.0156 0.13%
1999-09-30 $0.0150 0.14%
2000-01-06 $0.0150 0.18%
2000-04-13 $0.0150 0.14%
2000-06-29 $0.0150 0.22%
2000-09-28 $0.0150 0.21%
2001-01-04 $0.0150 0.16%
2001-04-11 $0.0150 0.15%
2001-06-28 $0.0150 0.13%
2001-09-27 $0.0150 0.14%
2002-01-10 $0.0150 0.09%
2002-04-18 $0.0160 0.11%
2002-06-27 $0.0160 0.10%
2002-10-03 $0.0160 0.11%
2003-01-09 $0.0160 0.09%
2003-04-16 $0.0160 0.09%
2003-07-02 $0.0240 0.14%
2003-10-02 $0.0250 0.13%
2004-01-08 $0.0250 0.13%
2004-04-15 $0.0250 0.13%
2004-07-01 $0.0350 0.17%
2004-09-30 $0.0350 0.18%
2005-01-06 $0.0350 0.16%
2005-04-14 $0.0350 0.19%
2005-06-30 $0.0400 0.20%
2005-09-29 $0.0400 0.24%
2006-01-05 $0.0400 0.20%
2006-04-12 $0.0400 0.22%
2006-06-29 $0.0450 0.23%
2006-09-28 $0.0450 0.24%
2007-01-04 $0.0450 0.25%
2007-04-12 $0.0450 0.24%
2007-06-28 $0.0500 0.25%
2007-09-27 $0.0500 0.29%
2008-01-07 $0.0500 0.31%
2008-04-17 $0.0500 0.26%
2008-07-02 $0.0500 0.27%
2008-10-02 $0.0500 0.23%
2008-11-19 $2.1000 10.90%
2009-01-08 $0.0500 0.29%
2009-04-16 $0.0500 0.32%
2009-07-01 $0.0500 0.28%
2009-10-01 $0.0500 0.27%
2009-11-19 $1.2500 6.27%
2010-01-07 $0.0500 0.24%
2010-04-15 $0.0500 0.21%
2010-07-01 $0.0500 0.23%
2010-09-30 $0.0500 0.24%
2010-11-18 $1.6000 7.35%
2011-01-06 $0.0500 0.21%
2011-04-14 $0.0500 0.20%
2011-06-30 $0.0500 0.20%
2011-09-29 $0.0500 0.24%
2011-11-28 $0.5000 2.26%
2012-01-05 $0.0500 0.21%
2012-04-12 $0.0500 0.21%
2012-06-28 $0.0500 0.22%
2012-09-27 $0.0500 0.23%
2012-11-27 $1.5000 6.51%
2013-01-03 $0.0500 0.22%
2013-04-11 $0.0500 0.21%
2013-06-27 $0.0500 0.21%
2013-10-03 $0.0500 0.21%
2014-01-02 $0.0500 0.20%
2014-04-10 $0.0500 0.20%
2014-07-02 $0.0500 0.19%
2014-10-02 $0.0500 0.20%
2014-12-31 $0.0500 0.16%
2015-04-16 $0.0500 0.16%
2015-07-01 $0.0500 0.19%
2015-10-01 $0.0600 0.24%
2015-12-30 $0.0600 0.26%
2016-04-14 $0.0600 0.22%
2016-07-06 $0.0600 0.26%
2016-09-29 $0.0600 0.26%
2016-12-29 $0.0600 0.22%
2017-04-12 $0.0600 0.23%
2017-06-30 $0.0700 0.24%
2017-09-29 $0.0700 0.19%
2017-12-29 $0.0700 0.18%
2018-04-13 $0.0700 0.19%
2018-06-29 $0.0900 0.24%
2018-09-28 $0.0900 0.25%
2018-12-31 $0.0900 0.30%
2019-04-12 $0.0900 0.26%
2019-05-23 $3.7500 11.01%
2019-06-28 $0.0900 0.29%
2019-10-04 $0.0900 0.27%
2020-01-03 $0.0900 0.25%
2020-04-17 $0.0900 0.23%
2020-07-02 $0.0900 0.21%
2020-10-02 $0.0900 0.21%
2020-12-31 $0.0900 0.23%
2021-04-16 $0.1000 0.21%
2021-07-02 $0.1200 0.27%
2021-10-01 $0.1200 0.27%
2021-12-31 $0.1200 0.25%
2022-04-14 $0.1200 0.32%
2022-07-01 $0.1300 0.34%
2022-09-30 $0.1300 0.33%
2022-12-30 $0.1300 0.32%
2023-04-14 $0.1300 0.28%
2023-06-30 $0.1400 0.31%
2023-09-29 $0.1400 0.36%
2023-12-29 $0.1400 0.33%
2024-04-12 $0.1400 0.38%
2024-07-01 $0.1400 0.39%
2024-10-07 $0.1400 0.39%
2025-01-02 $0.1400 0.39%
2025-04-14 $0.1400 0.49%
2025-07-07 $0.1400 0.48%
2025-10-06 $0.1400 0.51%
2026-01-05 $0.1400 0.46%
2026-04-13 $0.1400 0.43%
Total 150 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 $20.87 $4.17 $0.03 0.3464
2021-07-02 $25.08 $5.02 $0.04 0.4491
2021-10-01 $25.14 $5.03 $0.04 0.4580
2021-12-31 $25.19 $5.04 $0.04 0.4220
2022-04-14 $25.24 $5.05 $0.04 0.5413
2022-07-01 $27.42 $5.48 $0.04 0.5630
2022-09-30 $27.49 $5.50 $0.04 0.5837
2022-12-30 $27.57 $5.51 $0.04 0.5467
2023-04-14 $27.64 $5.53 $0.04 0.4687
2023-06-30 $29.83 $5.97 $0.05 0.5390
2023-09-29 $29.90 $5.98 $0.05 0.6130
2023-12-29 $29.99 $6.00 $0.05 0.5651
2024-04-12 $30.07 $6.01 $0.05 0.6574
2024-07-01 $30.16 $6.03 $0.05 0.6797
2024-10-07 $30.26 $6.05 $0.05 0.6622
2025-01-02 $30.35 $6.07 $0.05 0.6820
2025-04-14 $30.44 $6.09 $0.05 0.8499
2025-07-07 $30.56 $6.11 $0.05 0.8622
2025-10-06 $30.68 $6.14 $0.05 0.8593
2026-01-05 $30.80 $6.16 $0.05 0.7662
2026-04-13 $30.91 $6.18 $0.05 0.7761
Total $595.60 $119.12 $0.95 12.8909

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.

VTEX

CAGR -30.41% Total -82.01% Final $1,799
2021-07-21 — 2026-04-14
DRVN

CAGR -13.59% Total -53.44% Final $4,656
2021-01-19 — 2026-04-14
NFE

CAGR -33.55% Total -94.73% Final $527.33
2019-01-31 — 2026-04-14