Willamette Valley Vineyards, Inc. (WVVI) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$1,948
Total Return
-80.52%
CAGR
-27.91%
Dividends
$0.00
Yield on Cost
0.00%
Rolling Returns
1-Month (21 Trading Days)
| Average | -1.92% |
| Median | -1.91% |
| Best | +82.49% |
| Worst | -37.45% |
| % of Windows Positive | 33.0% |
1-Year (252 Trading Days)
| Average | -21.20% |
| Median | -28.52% |
| Best | +48.51% |
| Worst | -64.55% |
| % of Windows Positive | 18.9% |
3-Year (756 Trading Days)
| Average | -50.05% |
| Median | -53.47% |
| Best | -3.12% |
| Worst | -80.72% |
| % of Windows Positive | 0.0% |
Risk Metrics
| Maximum Drawdown | -85.57% |
| Average Drawdown | -62.77% |
| Drawdown Duration | 1145 Trading Days (Unrecovered) |
| Sortino Ratio | -0.83 |
| Calmar Ratio | -0.33 |
| CVaR (5%) | -6.26% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -12.13% (-26.41% ann.) | $1213.11 | $0.00 | $0.00 | $0.00 |
| 2025 | -8.96% | $895.52 | $0.00 | $0.00 | $0.00 |
| 2024 | -37.50% | $3750.00 | $0.00 | $0.00 | $0.00 |
| 2023 | -10.22% | $1021.78 | $0.00 | $0.00 | $0.00 |
| 2022 | -31.06% | $3106.24 | $0.00 | $0.00 | $0.00 |
| 2021 | +35.95% | +$3594.98 | $0.00 | $0.00 | $0.00 |
| 2020 | -8.08% | $808.08 | $0.00 | $0.00 | $0.00 |
| 2019 | +0.58% | +$58.06 | $0.00 | $0.00 | $0.00 |
| 2018 | -16.48% | $1648.48 | $0.00 | $0.00 | $0.00 |
| 2017 | +3.00% | +$299.63 | $0.00 | $0.00 | $0.00 |
| 2016 | +13.14% | +$1313.56 | $0.00 | $0.00 | $0.00 |
| 2015 | +22.07% | +$2206.90 | $0.00 | $0.00 | $0.00 |
| 2014 | -7.79% | $779.01 | $0.00 | $0.00 | $0.00 |
| 2013 | +70.46% | +$7046.07 | $0.00 | $0.00 | $0.00 |
| 2012 | +23.00% | +$2300.00 | $0.00 | $0.00 | $0.00 |
| 2011 | -14.53% | $1452.99 | $0.00 | $0.00 | $0.00 |
| 2010 | +0.29% | +$28.57 | $0.00 | $0.00 | $0.00 |
| 2009 | +17.45% | +$1744.97 | $0.00 | $0.00 | $0.00 |
| 2008 | -53.80% | $5379.84 | $0.00 | $0.00 | $0.00 |
| 2007 | -5.43% | $542.52 | $0.00 | $0.00 | $0.00 |
| 2006 | +39.18% | +$3918.37 | $0.00 | $0.00 | $0.00 |
| 2005 | +63.88% | +$6387.96 | $0.00 | $0.00 | $0.00 |
| 2004 | +41.04% | +$4103.77 | $0.00 | $0.00 | $0.00 |
| 2003 | +41.33% | +$4133.33 | $0.00 | $0.00 | $0.00 |
| 2002 | -14.29% | $1428.57 | $0.00 | $0.00 | $0.00 |
| 2001 | +19.15% | +$1914.89 | $0.00 | $0.00 | $0.00 |
| 2000 | -26.56% | $2656.25 | $0.00 | $0.00 | $0.00 |
| 1999 | +3.23% | +$322.58 | $0.00 | $0.00 | $0.00 |
| 1998 | +34.78% | +$3478.26 | $0.00 | $0.00 | $0.00 |
| 1997 | -47.73% | $4772.73 | $0.00 | $0.00 | $0.00 |
| 1996 | +0.00% | +$0.00 | $0.00 | $0.00 | $0.00 |
| 1995 | -45.00% | $4500.00 | $0.00 | $0.00 | $0.00 |
| 1994 partial | +0.00% (+0.00% ann.) | +$0.00 | $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 | -59.38% | -17.83% | $5937.50 | $0.00 | $0.00 | $0.00 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | -15.08% | -6.15% | $1507.69 | $0.00 | $0.00 | $0.00 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +329.71% | +33.88% | +$32971.01 | $0.00 | $0.00 | $0.00 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -64.33% | -51.80% | $6433.22 | $0.00 | $0.00 | $0.00 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +46.84% | +12.05% | +$4683.54 | $0.00 | $0.00 | $0.00 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +98.28% | +9.47% | +$9827.59 | $0.00 | $0.00 | $0.00 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -32.14% | -98.80% | $3214.29 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +33.92% | +59.99% | +$3391.68 | $0.00 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +111.96% | +103.95% | +$11196.17 | $0.00 | $0.00 | $0.00 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -52.09% | -54.22% | $5208.66 | $0.00 | $0.00 | $0.00 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -43.04% | -26.19% | $4304.21 | $0.00 | $0.00 | $0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -23.43% | -14.49% | $2342.86 | $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.