Weis Markets, Inc. (WMK) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$14,024
Total Return
40.24%
CAGR
7.00%
Dividends
$1,293.88
Yield on Cost
12.94%

Rolling Returns

1-Month (21 Trading Days)
Average+0.90%
Median+0.36%
Best+31.49%
Worst-27.99%
% of Windows Positive51.9%
1-Year (252 Trading Days)
Average+9.18%
Median+6.83%
Best+72.66%
Worst-31.16%
% of Windows Positive62.7%
3-Year (756 Trading Days)
Average+7.77%
Median+6.94%
Best+48.97%
Worst-27.66%
% of Windows Positive64.7%

Risk Metrics

Maximum Drawdown -36.34%
Average Drawdown -17.66%
Drawdown Duration 864 Trading Days (Unrecovered)
Sortino Ratio 0.56
Calmar Ratio 0.19
CVaR (5%) -3.78%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +8.72% (+34.13% ann.) +$871.97 $53.05 $10.61 $0.08
2025 -3.91% $390.66 $201.94 $40.39 $0.32
2024 +7.57% +$757.27 $213.97 $42.79 $0.34
2023 -21.11% $2111.15 $166.13 $33.23 $0.27
2022 +26.64% +$2663.51 $198.44 $39.69 $0.32
2021 +40.28% +$4027.90 $263.27 $52.65 $0.42
2020 +20.61% +$2061.10 $308.83 $61.77 $0.49
2019 -13.25% $1325.28 $261.65 $52.33 $0.42
2018 +17.92% +$1792.00 $294.84 $58.97 $0.47
2017 -37.14% $3713.59 $135.25 $27.05 $0.22
2016 +53.96% +$5395.92 $273.17 $54.63 $0.44
2015 -5.32% $531.97 $252.94 $50.59 $0.41
2014 -7.07% $707.16 $230.09 $46.02 $0.37
2013 +37.05% +$3704.60 $308.97 $61.80 $0.49
2012 +0.27% +$26.83 $302.94 $60.59 $0.48
2011 +6.18% +$617.52 $881.53 $176.31 $1.41
2010 +13.81% +$1381.21 $322.27 $64.45 $0.52
2009 +11.08% +$1107.73 $348.54 $69.71 $0.56
2008 -13.48% $1347.77 $293.35 $58.67 $0.47
2007 +1.74% +$174.45 $291.54 $58.31 $0.47
2006 -4.66% $466.09 $271.79 $54.36 $0.43
2005 +14.21% +$1420.94 $292.98 $58.60 $0.47
2004 +11.75% +$1175.43 $594.79 $118.96 $0.95
2003 +20.10% +$2009.98 $358.02 $71.60 $0.57
2002 +14.06% +$1406.11 $390.42 $78.08 $0.62
2001 -25.08% $2507.85 $284.50 $56.90 $0.45
2000 -9.89% $988.53 $245.71 $49.14 $0.39
1999 +14.40% +$1440.24 $264.53 $52.91 $0.42
1998 +13.56% +$1355.72 $282.36 $56.47 $0.45
1997 +12.41% +$1240.97 $297.65 $59.53 $0.48
1996 +15.46% +$1546.17 $314.30 $62.86 $0.50
1995 +19.90% +$1989.63 $334.66 $66.93 $0.54
1994 -8.56% $855.64 $276.47 $55.30 $0.44
1993 +5.49% +$549.46 $270.08 $54.02 $0.43
1992 +5.08% +$507.97 $270.01 $54.00 $0.43
1991 -14.68% $1467.85 $212.89 $42.58 $0.34
1990 +2.56% +$255.85 $201.22 $40.25 $0.32
1989 +7.71% +$771.07 $199.30 $39.86 $0.32
1988 -20.21% $2020.59 $140.04 $28.01 $0.22
1987 +47.15% +$4715.31 $176.51 $35.30 $0.28
1986 -8.93% $892.68 $33.13 $6.63 $0.05
1985 +65.20% +$6520.27 $0.00 $0.00 $0.00
1984 +2.42% +$242.21 $0.00 $0.00 $0.00
1983 +39.84% +$3983.87 $0.00 $0.00 $0.00
1982 +55.00% +$5500.00 $0.00 $0.00 $0.00
1981 +33.93% +$3392.86 $0.00 $0.00 $0.00
1980 partial +14.29% (+18.38% ann.) +$1428.57 $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 +36.76% +7.06% +$3675.89 $1679.81 $335.96 $2.69
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 -2.45% -0.96% $245.15 $790.82 $158.17 $1.26
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +54.75% +9.13% +$5474.78 $2238.31 $447.66 $3.58
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -42.98% -32.81% $4298.30 $416.74 $83.35 $0.67
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +97.74% +22.38% +$9774.48 $2826.90 $565.38 $4.52
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +2.69% +0.35% +$269.18 $2229.87 $445.97 $3.57
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 +1.08% +13.09% +$108.38 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 25, 2020 – November 6, 2020 +24.51% +42.52% +$2451.14 $248.08 $49.62 $0.40
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +42.83% +40.24% +$4283.29 $277.37 $55.47 $0.44
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 +42.51% +45.67% +$4251.45 $207.67 $41.53 $0.33
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -19.52% -11.05% $1951.63 $269.73 $53.95 $0.43
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +1.10% +0.70% +$109.70 $293.16 $58.63 $0.47

Dividend History

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

Date Per Share Yield %
1986-12-08 $0.0900 0.38%
1987-02-09 $0.1067 0.42%
1987-04-27 $0.1067 0.39%
1987-07-31 $0.1100 0.29%
1987-12-10 $0.1100 0.37%
1988-02-08 $0.1250 0.38%
1988-04-28 $0.1250 0.41%
1988-08-01 $0.1250 0.44%
1988-10-31 $0.1250 0.43%
1989-02-08 $0.1400 0.46%
1989-04-27 $0.1400 0.46%
1989-07-31 $0.1400 0.37%
1989-10-30 $0.1400 0.46%
1990-02-08 $0.1500 0.50%
1990-05-07 $0.1500 0.52%
1990-07-30 $0.1500 0.52%
1990-10-30 $0.1500 0.59%
1991-01-31 $0.1600 0.55%
1991-05-06 $0.1600 0.47%
1991-07-29 $0.1600 0.52%
1991-10-30 $0.1600 0.59%
1992-02-06 $0.1700 0.63%
1992-05-06 $0.1700 0.62%
1992-08-10 $0.1700 0.64%
1992-11-06 $0.1700 0.65%
1993-02-04 $0.1700 0.65%
1993-05-06 $0.1700 0.66%
1993-08-09 $0.1800 0.63%
1993-11-08 $0.1800 0.65%
1994-02-04 $0.1800 0.69%
1994-05-09 $0.1800 0.72%
1994-08-08 $0.1900 0.76%
1994-11-07 $0.1900 0.72%
1995-02-06 $0.1900 0.74%
1995-05-08 $0.1900 0.72%
1995-08-09 $0.2100 0.74%
1995-11-08 $0.2100 0.75%
1996-02-07 $0.2100 0.72%
1996-05-08 $0.2100 0.72%
1996-08-07 $0.2300 0.73%
1996-11-06 $0.2300 0.73%
1997-02-05 $0.2300 0.75%
1997-05-07 $0.2300 0.80%
1997-08-06 $0.2400 0.73%
1997-11-05 $0.2400 0.67%
1998-02-04 $0.2400 0.69%
1998-05-06 $0.2400 0.67%
1998-08-05 $0.2500 0.74%
1998-11-04 $0.2500 0.68%
1999-02-03 $0.2500 0.65%
1999-05-05 $0.2500 0.69%
1999-08-04 $0.2600 0.68%
1999-11-03 $0.2600 0.75%
2000-02-09 $0.2600 0.60%
2000-05-03 $0.2600 0.75%
2000-08-03 $0.2700 0.77%
2000-11-01 $0.2700 0.73%
2001-01-31 $0.2700 0.72%
2001-04-26 $0.2700 0.82%
2001-08-08 $0.2700 0.82%
2001-10-31 $0.2700 0.94%
2002-02-06 $0.2700 0.95%
2002-05-01 $0.2700 0.87%
2002-08-07 $0.2700 0.73%
2002-10-30 $0.2700 0.79%
2003-02-05 $0.2700 0.86%
2003-04-30 $0.2700 0.86%
2003-08-06 $0.2800 0.85%
2003-10-30 $0.2800 0.79%
2004-02-04 $0.2800 0.84%
2004-04-28 $0.2800 0.79%
2004-08-04 $0.2800 0.88%
2004-08-18 $1.0000 2.94%
2004-11-03 $0.2800 0.76%
2005-02-09 $0.2800 0.74%
2005-04-27 $0.2800 0.73%
2005-08-03 $0.2800 0.68%
2005-11-02 $0.2800 0.73%
2006-02-08 $0.2900 0.67%
2006-04-26 $0.2900 0.71%
2006-08-02 $0.2900 0.74%
2006-11-01 $0.2900 0.71%
2007-02-08 $0.2900 0.66%
2007-04-25 $0.2900 0.66%
2007-08-01 $0.2900 0.74%
2007-10-31 $0.2900 0.66%
2008-02-13 $0.2900 0.78%
2008-05-01 $0.2900 0.94%
2008-07-31 $0.2900 0.75%
2008-10-30 $0.2900 0.96%
2009-02-11 $0.2900 0.92%
2009-05-06 $0.2900 0.79%
2009-07-30 $0.2900 0.84%
2009-10-29 $0.2900 0.82%
2010-02-10 $0.2900 0.88%
2010-05-06 $0.2900 0.77%
2010-07-15 $0.2900 0.82%
2010-11-03 $0.2900 0.73%
2011-02-03 $0.2900 0.73%
2011-05-05 $0.2900 0.73%
2011-07-14 $0.2900 0.69%
2011-10-28 $1.3000 3.21%
2011-11-03 $1.3000 3.27%
2012-02-09 $0.3000 0.69%
2012-05-03 $0.3000 0.67%
2012-07-18 $0.3000 0.67%
2012-11-01 $0.3000 0.73%
2013-02-14 $0.3000 0.73%
2013-05-02 $0.3000 0.73%
2013-07-18 $0.3000 0.61%
2013-10-31 $0.3000 0.57%
2014-02-13 $0.3000 0.63%
2014-05-01 $0.3000 0.65%
2014-07-17 $0.3000 0.67%
2014-10-30 $0.3000 0.70%
2015-02-12 $0.3000 0.65%
2015-04-30 $0.3000 0.65%
2015-07-16 $0.3000 0.71%
2015-11-24 $0.3000 0.72%
2016-02-11 $0.3000 0.79%
2016-04-28 $0.3000 0.65%
2016-07-14 $0.3000 0.57%
2016-10-27 $0.3000 0.55%
2017-05-04 $0.3000 0.52%
2017-07-27 $0.3000 0.63%
2017-11-03 $0.3000 0.74%
2018-02-09 $0.3000 0.80%
2018-05-04 $0.3000 0.66%
2018-07-27 $0.3000 0.57%
2018-11-08 $0.3100 0.67%
2019-02-15 $0.3100 0.59%
2019-05-03 $0.3100 0.74%
2019-07-26 $0.3100 0.86%
2019-11-07 $0.3100 0.75%
2020-02-14 $0.3100 0.82%
2020-05-08 $0.3100 0.58%
2020-07-24 $0.3100 0.60%
2020-11-06 $0.3100 0.66%
2021-02-12 $0.3100 0.57%
2021-05-07 $0.3100 0.57%
2021-07-23 $0.3100 0.59%
2021-11-05 $0.3200 0.52%
2022-02-11 $0.3200 0.53%
2022-05-06 $0.3200 0.39%
2022-07-22 $0.3200 0.42%
2022-11-04 $0.3400 0.40%
2023-02-10 $0.3400 0.41%
2023-05-05 $0.3400 0.43%
2023-08-04 $0.3400 0.52%
2023-11-03 $0.3400 0.51%
2024-02-15 $0.3400 0.56%
2024-05-10 $0.3400 0.52%
2024-07-29 $0.3400 0.45%
2024-11-12 $0.3400 0.45%
2025-02-18 $0.3400 0.48%
2025-05-12 $0.3400 0.42%
2025-07-28 $0.3400 0.44%
2025-11-10 $0.3400 0.53%
2026-02-17 $0.3400 0.46%
Total 159 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
2021-05-07 $58.00 $11.60 $0.09 0.8626
2021-07-23 $58.27 $11.65 $0.09 0.8864
2021-11-05 $60.43 $12.09 $0.10 0.7665
2022-02-11 $60.67 $12.13 $0.10 0.7909
2022-05-06 $60.93 $12.19 $0.10 0.5926
2022-07-22 $61.12 $12.22 $0.10 0.6364
2022-11-04 $65.15 $13.03 $0.10 0.6003
2023-02-10 $65.36 $13.07 $0.10 0.6202
2023-05-05 $65.57 $13.11 $0.10 0.6640
2023-08-04 $65.79 $13.16 $0.11 0.8085
2023-11-03 $66.07 $13.21 $0.11 0.7846
2024-02-15 $66.34 $13.27 $0.11 0.8582
2024-05-10 $66.63 $13.33 $0.11 0.8173
2024-07-29 $66.90 $13.38 $0.11 0.7153
2024-11-12 $67.15 $13.43 $0.11 0.7309
2025-02-18 $67.40 $13.48 $0.11 0.7644
2025-05-12 $67.66 $13.53 $0.11 0.6885
2025-07-28 $67.89 $13.58 $0.11 0.7381
2025-11-10 $68.14 $13.63 $0.11 0.8538
2026-02-17 $68.43 $13.69 $0.11 0.7493
Total $1293.88 $258.78 $2.07 14.9288

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.

FDMT

CAGR -23.55% Total -76.15% Final $2,385
2020-12-11 — 2026-04-14
OSK

CAGR 11.92% Total 9507.89% Final $960,789
1985-10-02 — 2026-04-14
ACGL

CAGR 13.04% Total 4142.07% Final $424,207
1995-09-14 — 2026-04-14