Zeo Energy Corp. (ZEO) Stock Total Returns

Growth of $10,000 chart

2021-12-16 to 2026-06-03
to
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Investment Performance

Final Value
$812
Total Return
-91.88%
CAGR
-43.02%
Dividends
$0.00
Yield on Cost
0.00%

Rolling Returns

1-Month (21 Trading Days)
Average-1.28%
Median+0.30%
Best+168.38%
Worst-58.42%
% of Windows Positive59.7%
1-Year (252 Trading Days)
Average-32.04%
Median-37.86%
Best+50.76%
Worst-89.74%
% of Windows Positive39.3%
3-Year (756 Trading Days)
Average-83.80%
Median-84.71%
Best-63.13%
Worst-94.78%
% of Windows Positive0.0%

Risk Metrics

Maximum Drawdown -95.24%
Average Drawdown -41.37%
Drawdown Duration 566 Trading Days (Unrecovered)
Sortino Ratio 0.14
Calmar Ratio -0.45
CVaR (5%) -13.50%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -26.59% (-51.95% ann.) $2658.68 $0.00 $0.00 $0.00
2025 -68.22% $6822.15 $0.00 $0.00 $0.00
2024 -69.54% $6953.82 $0.00 $0.00 $0.00
2023 +8.90% +$889.75 $0.00 $0.00 $0.00
2022 +4.23% +$423.38 $0.00 $0.00 $0.00
2021 partial +0.71% (+18.82% ann.) +$71.07 $0.00 $0.00 $0.00

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Inflation shock / duration crash / aggressive tightening partial December 16, 2021 – November 9, 2022 +3.65% +4.08% +$365.48 $0.00 $0.00 $0.00
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -87.68% -67.69% $8768.33 $0.00 $0.00 $0.00
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – June 3, 2026 -29.81% -18.74% $2980.66 $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.

FBIZ

CAGR 9.48% Total 543.82% Final $64,382
2005-11-09 — 2026-06-03
ONL

CAGR -30.85% Total -81.17% Final $1,883
2021-11-23 — 2026-06-03
ZS

CAGR 18.64% Total 307.18% Final $40,718
2018-03-16 — 2026-06-03