Zimmer Biomet Holdings, Inc. (ZBH) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$5,658
Total Return
-43.42%
CAGR
-10.77%
Dividends
$312.34
Yield on Cost
3.12%
Rolling Returns
1-Month (21 Trading Days)
| Average | -0.78% |
| Median | -0.74% |
| Best | +18.46% |
| Worst | -19.69% |
| % of Windows Positive | 45.0% |
1-Year (252 Trading Days)
| Average | -6.81% |
| Median | -7.82% |
| Best | +42.36% |
| Worst | -33.77% |
| % of Windows Positive | 28.0% |
3-Year (756 Trading Days)
| Average | -18.46% |
| Median | -19.55% |
| Best | +1.37% |
| Worst | -40.79% |
| % of Windows Positive | 0.6% |
Risk Metrics
| Maximum Drawdown | -49.06% |
| Average Drawdown | -27.71% |
| Drawdown Duration | 1241 Trading Days (Unrecovered) |
| Sortino Ratio | -0.39 |
| Calmar Ratio | -0.22 |
| CVaR (5%) | -3.98% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -5.29% (-12.10% ann.) | $529.35 | $26.69 | $5.34 | $0.04 |
| 2025 | -14.20% | $1420.35 | $91.14 | $18.23 | $0.15 |
| 2024 | -12.61% | $1261.20 | $79.07 | $15.82 | $0.12 |
| 2023 | -3.96% | $396.24 | $75.46 | $15.09 | $0.12 |
| 2022 | +4.06% | +$405.54 | $78.03 | $15.60 | $0.12 |
| 2021 | -17.13% | $1713.13 | $62.42 | $12.48 | $0.10 |
| 2020 | +3.59% | +$359.43 | $64.31 | $12.86 | $0.11 |
| 2019 | +45.16% | +$4516.11 | $92.77 | $18.56 | $0.15 |
| 2018 | -13.46% | $1345.59 | $79.76 | $15.95 | $0.13 |
| 2017 | +17.67% | +$1767.12 | $93.24 | $18.65 | $0.14 |
| 2016 | +1.28% | +$127.95 | $93.81 | $18.76 | $0.15 |
| 2015 | -8.94% | $894.47 | $77.77 | $15.55 | $0.12 |
| 2014 | +22.54% | +$2253.79 | $94.68 | $18.94 | $0.15 |
| 2013 | +40.91% | +$4091.40 | $120.39 | $24.08 | $0.19 |
| 2012 | +25.90% | +$2589.67 | $135.23 | $27.05 | $0.22 |
| 2011 | -0.48% | $48.43 | $0.00 | $0.00 | $0.00 |
| 2010 | -9.19% | $918.63 | $0.00 | $0.00 | $0.00 |
| 2009 | +46.24% | +$4623.95 | $0.00 | $0.00 | $0.00 |
| 2008 | -38.90% | $3889.64 | $0.00 | $0.00 | $0.00 |
| 2007 | -15.60% | $1560.35 | $0.00 | $0.00 | $0.00 |
| 2006 | +16.22% | +$1622.18 | $0.00 | $0.00 | $0.00 |
| 2005 | -15.83% | $1582.63 | $0.00 | $0.00 | $0.00 |
| 2004 | +13.81% | +$1380.68 | $0.00 | $0.00 | $0.00 |
| 2003 | +69.56% | +$6955.69 | $0.00 | $0.00 | $0.00 |
| 2002 | +35.95% | +$3595.28 | $0.00 | $0.00 | $0.00 |
| 2001 partial | +2.62% (+6.12% ann.) | +$262.10 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bust / post-bubble disinflation scare partial | July 25, 2001 – October 9, 2002 | +29.77% | +24.09% | +$2977.15 | $0.00 | $0.00 | $0.00 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +112.67% | +16.30% | +$11267.10 | $0.00 | $0.00 | $0.00 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -61.72% | -49.32% | $6171.81 | $0.00 | $0.00 | $0.00 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +83.25% | +19.65% | +$8325.44 | $107.77 | $21.55 | $0.18 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +186.92% | +14.95% | +$18691.98 | $1183.21 | $236.63 | $1.89 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -48.98% | -99.95% | $4898.04 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +49.05% | +90.06% | +$4905.06 | $77.23 | $15.44 | $0.13 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | -20.42% | -19.48% | $2041.84 | $61.67 | $12.34 | $0.10 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -8.31% | -8.80% | $831.03 | $82.27 | $16.45 | $0.13 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -4.87% | -2.66% | $487.22 | $149.48 | $29.90 | $0.23 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -18.95% | -11.59% | $1895.17 | $158.95 | $31.79 | $0.26 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2012-03-28 | $0.1748 | 0.28% |
| 2012-06-26 | $0.1748 | 0.29% |
| 2012-09-25 | $0.1748 | 0.27% |
| 2012-12-24 | $0.1748 | 0.27% |
| 2013-03-26 | $0.1942 | 0.27% |
| 2013-06-26 | $0.1942 | 0.27% |
| 2013-09-25 | $0.1942 | 0.24% |
| 2013-12-24 | $0.1942 | 0.21% |
| 2014-03-26 | $0.2136 | 0.24% |
| 2014-06-25 | $0.2136 | 0.21% |
| 2014-09-24 | $0.2136 | 0.21% |
| 2014-12-24 | $0.2136 | 0.19% |
| 2015-03-04 | $0.2136 | 0.18% |
| 2015-05-13 | $0.2136 | 0.20% |
| 2015-09-28 | $0.2136 | 0.23% |
| 2015-12-29 | $0.2136 | 0.22% |
| 2016-03-29 | $0.2330 | 0.23% |
| 2016-06-22 | $0.2330 | 0.20% |
| 2016-09-21 | $0.2330 | 0.19% |
| 2016-12-28 | $0.2330 | 0.23% |
| 2017-03-29 | $0.2330 | 0.20% |
| 2017-06-21 | $0.2330 | 0.19% |
| 2017-09-21 | $0.2330 | 0.21% |
| 2017-12-28 | $0.2330 | 0.20% |
| 2018-03-28 | $0.2330 | 0.22% |
| 2018-06-28 | $0.2330 | 0.22% |
| 2018-09-27 | $0.2330 | 0.18% |
| 2018-12-27 | $0.2330 | 0.24% |
| 2019-03-28 | $0.2330 | 0.19% |
| 2019-06-27 | $0.2330 | 0.21% |
| 2019-09-27 | $0.2330 | 0.18% |
| 2019-12-26 | $0.2330 | 0.16% |
| 2020-03-26 | $0.2330 | 0.25% |
| 2020-06-26 | $0.2330 | 0.21% |
| 2020-09-29 | $0.2330 | 0.18% |
| 2020-12-24 | $0.2330 | 0.16% |
| 2021-03-26 | $0.2330 | 0.15% |
| 2021-06-25 | $0.2330 | 0.15% |
| 2021-09-29 | $0.2330 | 0.16% |
| 2021-12-27 | $0.2330 | 0.19% |
| 2022-03-28 | $0.2400 | 0.19% |
| 2022-06-24 | $0.2400 | 0.23% |
| 2022-09-29 | $0.2400 | 0.22% |
| 2022-12-23 | $0.2400 | 0.19% |
| 2023-03-28 | $0.2400 | 0.19% |
| 2023-06-23 | $0.2400 | 0.17% |
| 2023-09-28 | $0.2400 | 0.22% |
| 2023-12-26 | $0.2400 | 0.20% |
| 2024-03-27 | $0.2400 | 0.19% |
| 2024-06-26 | $0.2400 | 0.22% |
| 2024-09-30 | $0.2400 | 0.22% |
| 2024-12-30 | $0.2400 | 0.22% |
| 2025-03-31 | $0.2400 | 0.21% |
| 2025-06-26 | $0.2400 | 0.26% |
| 2025-09-30 | $0.2400 | 0.24% |
| 2025-12-30 | $0.2400 | 0.27% |
| 2026-03-31 | $0.2400 | 0.27% |
| Total | 57 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-06-03 to 2026-06-03. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-06-25 | $15.01 | $3.00 | $0.02 | 0.0744 |
| 2021-09-29 | $15.02 | $3.01 | $0.02 | 0.0827 |
| 2021-12-27 | $15.04 | $3.01 | $0.02 | 0.0968 |
| 2022-03-28 | $15.52 | $3.10 | $0.02 | 0.0986 |
| 2022-06-24 | $15.54 | $3.11 | $0.02 | 0.1140 |
| 2022-09-29 | $15.57 | $3.11 | $0.02 | 0.1160 |
| 2022-12-23 | $15.60 | $3.12 | $0.02 | 0.0983 |
| 2023-03-28 | $15.62 | $3.12 | $0.02 | 0.0989 |
| 2023-06-23 | $15.64 | $3.13 | $0.02 | 0.0867 |
| 2023-09-28 | $15.66 | $3.13 | $0.02 | 0.1112 |
| 2023-12-26 | $15.69 | $3.14 | $0.02 | 0.1032 |
| 2024-03-27 | $15.71 | $3.14 | $0.02 | 0.0946 |
| 2024-06-26 | $15.74 | $3.15 | $0.02 | 0.1162 |
| 2024-09-30 | $15.77 | $3.15 | $0.02 | 0.1166 |
| 2024-12-30 | $15.79 | $3.16 | $0.02 | 0.1196 |
| 2025-03-31 | $15.82 | $3.16 | $0.02 | 0.1116 |
| 2025-06-26 | $15.85 | $3.17 | $0.03 | 0.1379 |
| 2025-09-30 | $15.88 | $3.18 | $0.03 | 0.1287 |
| 2025-12-30 | $15.91 | $3.18 | $0.03 | 0.1399 |
| 2026-03-31 | $15.95 | $3.19 | $0.03 | 0.1408 |
| Total | $312.34 | $62.47 | $0.50 | 2.1868 |
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.