Block, Inc. (XYZ) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$2,560
Total Return
-74.40%
CAGR
-23.86%
Dividends
$0.00
Yield on Cost
0.00%

Rolling Returns

1-Month (21 Trading Days)
Average-0.98%
Median-1.50%
Best+62.49%
Worst-42.14%
% of Windows Positive45.8%
1-Year (252 Trading Days)
Average-14.90%
Median-17.25%
Best+86.87%
Worst-79.38%
% of Windows Positive37.9%
3-Year (756 Trading Days)
Average-33.36%
Median-35.30%
Best+50.90%
Worst-79.00%
% of Windows Positive21.2%

Risk Metrics

Maximum Drawdown -86.08%
Average Drawdown -65.65%
Drawdown Duration 1175 Trading Days (Unrecovered)
Sortino Ratio -0.22
Calmar Ratio -0.28
CVaR (5%) -8.30%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +1.63% (+5.84% ann.) +$162.85 $0.00 $0.00 $0.00
2025 -23.41% $2341.45 $0.00 $0.00 $0.00
2024 +9.88% +$987.72 $0.00 $0.00 $0.00
2023 +23.09% +$2309.04 $0.00 $0.00 $0.00
2022 -61.09% $6109.22 $0.00 $0.00 $0.00
2021 -25.79% $2579.03 $0.00 $0.00 $0.00
2020 +247.89% +$24789.00 $0.00 $0.00 $0.00
2019 +11.54% +$1153.50 $0.00 $0.00 $0.00
2018 +61.78% +$6178.25 $0.00 $0.00 $0.00
2017 +154.37% +$15436.55 $0.00 $0.00 $0.00
2016 +4.13% +$412.53 $0.00 $0.00 $0.00
2015 partial +0.15% (+1.34% ann.) +$15.30 $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 November 19, 2015 – February 19, 2020 +552.18% +55.43% +$55218.06 $0.00 $0.00 $0.00
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -53.31% -99.98% $5331.39 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +327.73% +936.49% +$32772.62 $0.00 $0.00 $0.00
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +15.64% +14.78% +$1563.99 $0.00 $0.00 $0.00
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -72.54% -74.65% $7253.88 $0.00 $0.00 $0.00
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -0.10% -0.06% $10.39 $0.00 $0.00 $0.00
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 -0.88% -0.56% $88.40 $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.

SON

CAGR 10.21% Total 8731.44% Final $883,144
1980-03-17 — 2026-04-14
CAT

CAGR 11.77% Total 52342.57% Final $5,244,257
1970-01-02 — 2026-04-14
KHC

CAGR -7.23% Total -55.45% Final $4,455
2015-07-06 — 2026-04-14