Workiva Inc. (WK) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$5,731
Total Return
-42.69%
CAGR
-10.54%
Dividends
$0.00
Yield on Cost
0.00%
Rolling Returns
1-Month (21 Trading Days)
| Average | -0.12% |
| Median | -0.09% |
| Best | +30.80% |
| Worst | -40.96% |
| % of Windows Positive | 49.7% |
1-Year (252 Trading Days)
| Average | -7.39% |
| Median | -10.58% |
| Best | +76.13% |
| Worst | -58.54% |
| % of Windows Positive | 35.3% |
3-Year (756 Trading Days)
| Average | -15.78% |
| Median | -16.58% |
| Best | +40.29% |
| Worst | -52.31% |
| % of Windows Positive | 28.1% |
Risk Metrics
| Maximum Drawdown | -67.45% |
| Average Drawdown | -40.83% |
| Drawdown Duration | 1108 Trading Days (Unrecovered) |
| Sortino Ratio | -0.03 |
| Calmar Ratio | -0.16 |
| CVaR (5%) | -6.25% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -36.09% (-79.25% ann.) | $3609.28 | $0.00 | $0.00 | $0.00 |
| 2025 | -21.23% | $2123.29 | $0.00 | $0.00 | $0.00 |
| 2024 | +7.85% | +$784.99 | $0.00 | $0.00 | $0.00 |
| 2023 | +20.91% | +$2091.22 | $0.00 | $0.00 | $0.00 |
| 2022 | -35.65% | $3565.02 | $0.00 | $0.00 | $0.00 |
| 2021 | +42.43% | +$4242.52 | $0.00 | $0.00 | $0.00 |
| 2020 | +117.88% | +$11788.35 | $0.00 | $0.00 | $0.00 |
| 2019 | +17.16% | +$1716.36 | $0.00 | $0.00 | $0.00 |
| 2018 | +67.71% | +$6771.03 | $0.00 | $0.00 | $0.00 |
| 2017 | +56.78% | +$5677.66 | $0.00 | $0.00 | $0.00 |
| 2016 | -22.31% | $2231.08 | $0.00 | $0.00 | $0.00 |
| 2015 | +31.12% | +$3111.94 | $0.00 | $0.00 | $0.00 |
| 2014 partial | -2.55% (-39.08% ann.) | $254.55 | $0.00 | $0.00 | $0.00 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Secular stagnation / QE / low inflation / duration bull partial | December 12, 2014 – February 19, 2020 | +254.84% | +27.65% | +$25483.64 | $0.00 | $0.00 | $0.00 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -35.13% | -99.28% | $3512.73 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +108.05% | +225.04% | +$10804.93 | $0.00 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +107.22% | +99.62% | +$10722.06 | $0.00 | $0.00 | $0.00 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -51.98% | -54.10% | $5197.53 | $0.00 | $0.00 | $0.00 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +2.99% | +1.60% | +$298.73 | $0.00 | $0.00 | $0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | -28.67% | -19.38% | $2867.50 | $0.00 | $0.00 | $0.00 |
Dividend History
| Date | Per Share | Yield % |
|---|---|---|
| Total | 0 payments |
No dividends recorded.
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.