Winmark Corporation (WINA) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$21,687
Total Return
116.87%
CAGR
16.75%
Dividends
$2,888.85
Yield on Cost
28.89%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.69% |
| Median | +1.49% |
| Best | +32.03% |
| Worst | -23.59% |
| % of Windows Positive | 56.8% |
1-Year (252 Trading Days)
| Average | +23.61% |
| Median | +13.48% |
| Best | +95.54% |
| Worst | -15.59% |
| % of Windows Positive | 80.2% |
3-Year (756 Trading Days)
| Average | +83.63% |
| Median | +85.53% |
| Best | +159.65% |
| Worst | +15.21% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -30.49% |
| Average Drawdown | -12.03% |
| Drawdown Duration | 167 Trading Days (Unrecovered) |
| Sortino Ratio | 0.93 |
| Calmar Ratio | 0.55 |
| CVaR (5%) | -4.39% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -6.84% (-15.47% ann.) | $684.19 | $48.94 | $9.79 | $0.08 |
| 2025 | +5.78% | +$578.03 | $352.27 | $70.45 | $0.56 |
| 2024 | -3.74% | $374.26 | $264.68 | $52.94 | $0.42 |
| 2023 | +81.33% | +$8133.46 | $532.70 | $106.54 | $0.85 |
| 2022 | -3.23% | $322.60 | $224.72 | $44.94 | $0.36 |
| 2021 | +37.60% | +$3760.16 | $491.90 | $98.38 | $0.79 |
| 2020 | -4.63% | $463.02 | $192.05 | $38.41 | $0.31 |
| 2019 | +25.25% | +$2524.63 | $56.70 | $11.34 | $0.09 |
| 2018 | +23.26% | +$2326.20 | $43.33 | $8.67 | $0.07 |
| 2017 | +2.86% | +$285.81 | $34.12 | $6.82 | $0.05 |
| 2016 | +36.04% | +$3604.24 | $39.83 | $7.96 | $0.06 |
| 2015 | +7.25% | +$725.29 | $31.09 | $6.22 | $0.05 |
| 2014 | -1.36% | $135.70 | $565.89 | $113.18 | $0.91 |
| 2013 | +62.86% | +$6285.79 | $33.36 | $6.67 | $0.06 |
| 2012 | +5.60% | +$560.33 | $898.97 | $179.79 | $1.44 |
| 2011 | +70.90% | +$7090.10 | $32.72 | $6.54 | $0.05 |
| 2010 | +56.78% | +$5678.17 | $27.93 | $5.59 | $0.04 |
| 2009 | +86.87% | +$8686.95 | $0.00 | $0.00 | $0.00 |
| 2008 | -45.24% | $4523.81 | $0.00 | $0.00 | $0.00 |
| 2007 | +4.01% | +$401.19 | $0.00 | $0.00 | $0.00 |
| 2006 | -3.35% | $335.09 | $0.00 | $0.00 | $0.00 |
| 2005 | -21.17% | $2116.98 | $0.00 | $0.00 | $0.00 |
| 2004 | +44.18% | +$4417.85 | $0.00 | $0.00 | $0.00 |
| 2003 | +83.80% | +$8379.99 | $0.00 | $0.00 | $0.00 |
| 2002 | -8.68% | $867.58 | $0.00 | $0.00 | $0.00 |
| 2001 | +136.76% | +$13675.70 | $0.00 | $0.00 | $0.00 |
| 2000 | +15.62% | +$1562.47 | $0.00 | $0.00 | $0.00 |
| 1999 | -69.23% | $6923.07 | $0.00 | $0.00 | $0.00 |
| 1998 | +8.33% | +$833.34 | $0.00 | $0.00 | $0.00 |
| 1997 | +37.14% | +$3714.29 | $0.00 | $0.00 | $0.00 |
| 1996 | -9.09% | $909.10 | $0.00 | $0.00 | $0.00 |
| 1995 | -9.41% | $941.17 | $0.00 | $0.00 | $0.00 |
| 1994 | -40.14% | $4014.09 | $0.00 | $0.00 | $0.00 |
| 1993 partial | +18.33% (+61.66% ann.) | +$1833.33 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | -68.29% | -22.16% | $6829.26 | $0.00 | $0.00 | $0.00 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +175.86% | +48.33% | +$17586.18 | $0.00 | $0.00 | $0.00 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +97.07% | +14.54% | +$9707.08 | $0.00 | $0.00 | $0.00 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -55.50% | -43.62% | $5550.00 | $0.00 | $0.00 | $0.00 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +511.37% | +70.97% | +$51137.31 | $5750.11 | $1150.03 | $9.20 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +311.99% | +20.57% | +$31198.65 | $1560.63 | $312.12 | $2.49 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -40.75% | -99.75% | $4074.95 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +32.15% | +56.61% | +$3215.32 | $23.12 | $4.62 | $0.04 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +61.48% | +57.56% | +$6148.46 | $729.42 | $145.88 | $1.17 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -0.67% | -0.71% | $67.13 | $221.32 | $44.26 | $0.35 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +52.22% | +25.44% | +$5222.09 | $604.19 | $120.84 | $0.97 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +5.59% | +3.24% | +$558.52 | $658.10 | $131.62 | $1.05 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2010-05-10 | $0.0200 | 0.07% |
| 2010-08-09 | $0.0200 | 0.06% |
| 2010-11-08 | $0.0200 | 0.06% |
| 2011-02-07 | $0.0200 | 0.06% |
| 2011-05-09 | $0.0300 | 0.07% |
| 2011-08-08 | $0.0300 | 0.07% |
| 2011-11-07 | $0.0300 | 0.06% |
| 2012-02-06 | $5.0300 | 7.06% |
| 2012-05-07 | $0.0400 | 0.07% |
| 2012-08-06 | $0.0400 | 0.07% |
| 2012-11-05 | $0.0400 | 0.07% |
| 2013-02-04 | $0.0400 | 0.06% |
| 2013-05-06 | $0.0500 | 0.08% |
| 2013-08-05 | $0.0500 | 0.07% |
| 2013-11-04 | $0.0500 | 0.07% |
| 2014-02-10 | $0.0500 | 0.06% |
| 2014-02-12 | $5.0000 | 5.68% |
| 2014-05-12 | $0.0600 | 0.09% |
| 2014-08-11 | $0.0600 | 0.09% |
| 2014-11-07 | $0.0600 | 0.07% |
| 2015-02-09 | $0.0600 | 0.07% |
| 2015-05-11 | $0.0700 | 0.08% |
| 2015-08-10 | $0.0700 | 0.07% |
| 2015-11-06 | $0.0700 | 0.07% |
| 2016-02-08 | $0.0700 | 0.08% |
| 2016-05-09 | $0.1000 | 0.11% |
| 2016-08-08 | $0.1000 | 0.10% |
| 2016-11-07 | $0.1000 | 0.10% |
| 2017-02-06 | $0.1000 | 0.09% |
| 2017-05-08 | $0.1100 | 0.08% |
| 2017-08-07 | $0.1100 | 0.09% |
| 2017-11-07 | $0.1100 | 0.08% |
| 2018-02-06 | $0.1100 | 0.08% |
| 2018-05-08 | $0.1500 | 0.11% |
| 2018-08-07 | $0.1500 | 0.10% |
| 2018-11-06 | $0.1500 | 0.10% |
| 2019-02-05 | $0.1500 | 0.10% |
| 2019-05-07 | $0.2500 | 0.14% |
| 2019-08-06 | $0.2500 | 0.15% |
| 2019-11-05 | $0.2500 | 0.14% |
| 2020-02-11 | $0.2500 | 0.12% |
| 2020-05-12 | $0.0500 | 0.04% |
| 2020-08-11 | $0.2500 | 0.15% |
| 2020-11-09 | $3.2500 | 1.90% |
| 2021-02-09 | $0.2500 | 0.14% |
| 2021-05-11 | $0.4500 | 0.23% |
| 2021-08-10 | $0.4500 | 0.22% |
| 2021-11-09 | $7.9500 | 3.06% |
| 2022-02-08 | $0.4500 | 0.20% |
| 2022-05-10 | $0.7000 | 0.33% |
| 2022-08-09 | $0.7000 | 0.31% |
| 2022-11-08 | $3.7000 | 1.48% |
| 2023-02-07 | $0.7000 | 0.25% |
| 2023-05-16 | $0.8000 | 0.24% |
| 2023-08-15 | $0.8000 | 0.21% |
| 2023-11-14 | $10.2000 | 2.32% |
| 2024-02-13 | $0.8000 | 0.21% |
| 2024-05-14 | $0.9000 | 0.24% |
| 2024-08-14 | $0.9000 | 0.24% |
| 2024-11-13 | $8.4000 | 2.02% |
| 2025-02-12 | $0.9000 | 0.23% |
| 2025-05-14 | $0.9600 | 0.23% |
| 2025-08-13 | $0.9600 | 0.24% |
| 2025-11-12 | $10.9600 | 2.52% |
| 2026-02-11 | $0.9600 | 0.22% |
| 2026-05-13 | $1.0200 | 0.28% |
| Total | 66 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 |
|---|---|---|---|---|
| 2021-08-10 | $23.00 | $4.60 | $0.04 | 0.0900 |
| 2021-11-09 | $407.05 | $81.41 | $0.65 | 1.2724 |
| 2022-02-08 | $23.61 | $4.72 | $0.04 | 0.0847 |
| 2022-05-10 | $36.79 | $7.36 | $0.06 | 0.1419 |
| 2022-08-09 | $36.89 | $7.38 | $0.06 | 0.1328 |
| 2022-11-08 | $195.48 | $39.10 | $0.31 | 0.6308 |
| 2023-02-07 | $37.42 | $7.49 | $0.06 | 0.1067 |
| 2023-05-16 | $42.86 | $8.57 | $0.07 | 0.1048 |
| 2023-08-15 | $42.94 | $8.59 | $0.07 | 0.0919 |
| 2023-11-14 | $548.43 | $109.69 | $0.88 | 0.9887 |
| 2024-02-13 | $43.81 | $8.76 | $0.07 | 0.0936 |
| 2024-05-14 | $49.36 | $9.87 | $0.08 | 0.1047 |
| 2024-08-14 | $49.46 | $9.89 | $0.08 | 0.1079 |
| 2024-11-13 | $462.53 | $92.50 | $0.74 | 0.9271 |
| 2025-02-12 | $50.39 | $10.08 | $0.08 | 0.1062 |
| 2025-05-14 | $53.85 | $10.77 | $0.09 | 0.1032 |
| 2025-08-13 | $53.95 | $10.79 | $0.09 | 0.1039 |
| 2025-11-12 | $617.08 | $123.42 | $0.99 | 1.1870 |
| 2026-02-11 | $55.19 | $11.04 | $0.09 | 0.1017 |
| 2026-05-13 | $58.74 | $11.75 | $0.09 | 0.1331 |
| Total | $2888.85 | $577.77 | $4.62 | 6.6130 |
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.