Zevia PBC (ZVIA) Stock Total Returns

Growth of $10,000 chart

2021-07-22 to 2026-04-14
to
$
%
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Investment Performance

Final Value
$872
Total Return
-91.28%
CAGR
-40.31%
Dividends
$0.00
Yield on Cost
0.00%

Rolling Returns

1-Month (21 Trading Days)
Average-1.21%
Median-4.16%
Best+163.89%
Worst-59.57%
% of Windows Positive42.0%
1-Year (252 Trading Days)
Average+8.21%
Median-43.04%
Best+427.54%
Worst-84.94%
% of Windows Positive33.3%
3-Year (756 Trading Days)
Average-49.89%
Median-52.53%
Best+41.63%
Worst-94.17%
% of Windows Positive8.8%

Risk Metrics

Maximum Drawdown -96.36%
Average Drawdown -77.76%
Drawdown Duration 1155 Trading Days (Unrecovered)
Sortino Ratio -0.24
Calmar Ratio -0.42
CVaR (5%) -11.13%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -48.71% (-90.41% ann.) $4870.71 $0.00 $0.00 $0.00
2025 -44.63% $4463.02 $0.00 $0.00 $0.00
2024 +108.46% +$10845.76 $0.00 $0.00 $0.00
2023 -50.86% $5085.57 $0.00 $0.00 $0.00
2022 -41.99% $4198.58 $0.00 $0.00 $0.00
2021 partial -48.35% (-77.46% ann.) $4835.16 $0.00 $0.00 $0.00

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Reopening reflation / fiscal boom / supply bottlenecks partial July 22, 2021 – November 29, 2021 -45.27% -81.62% $4527.47 $0.00 $0.00 $0.00
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -45.23% -47.23% $4522.87 $0.00 $0.00 $0.00
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -71.16% -48.88% $7116.42 $0.00 $0.00 $0.00
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +13.33% +8.30% +$1333.28 $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.

FDBC

CAGR 5.70% Total 347.30% Final $44,730
1999-04-13 — 2026-04-14
OSIS

CAGR 11.00% Total 1862.71% Final $196,271
1997-10-02 — 2026-04-14
ACEL

CAGR 2.09% Total 19.59% Final $11,959
2017-08-24 — 2026-04-14