Wealthfront Corporation (WLTH) Stock Total Returns
Growth of $10,000 chart
2025-12-15 to 2026-04-14 to
$
%
%
Loading chart…
Investment Performance
Final Value
$7,584
Total Return
-24.16%
CAGR
-56.90%
Dividends
$0.00
Yield on Cost
0.00%
Rolling Returns
1-Month (21 Trading Days)
| Average | -9.49% |
| Median | -4.71% |
| Best | +34.61% |
| Worst | -40.04% |
| % of Windows Positive | 34.4% |
1-Year (252 Trading Days)
3-Year (756 Trading Days)
Risk Metrics
| Maximum Drawdown | -48.39% |
| Average Drawdown | -29.60% |
| Drawdown Duration | 81 Trading Days (Unrecovered) |
| Sortino Ratio | -1.17 |
| Calmar Ratio | -1.18 |
| CVaR (5%) | -9.67% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -22.15% (-58.49% ann.) | $2214.87 | $0.00 | $0.00 | $0.00 |
| 2025 partial | -2.58% (-44.94% ann.) | $258.06 | $0.00 | $0.00 | $0.00 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | December 15, 2025 – April 14, 2026 | -24.16% | -56.90% | $2415.77 | $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.