Aebi Schmidt Holding AG (AEBI) Stock Total Returns
Growth of $10,000 chart
2025-07-02 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$10,560
Total Return
5.60%
CAGR
7.03%
Dividends
$67.20
Yield on Cost
0.67%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.25% |
| Median | +4.62% |
| Best | +27.89% |
| Worst | -38.03% |
| % of Windows Positive | 61.3% |
1-Year (252 Trading Days)
3-Year (756 Trading Days)
Risk Metrics
| Maximum Drawdown | -40.81% |
| Average Drawdown | -13.63% |
| Drawdown Duration | 41 Trading Days (Unrecovered) |
| Sortino Ratio | 0.63 |
| Calmar Ratio | 0.17 |
| CVaR (5%) | -7.65% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -6.99% (-21.23% ann.) | $699.42 | $19.76 | $3.95 | $0.04 |
| 2025 partial | +13.55% (+29.04% ann.) | +$1354.65 | $44.76 | $8.95 | $0.08 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | July 2, 2025 – April 21, 2026 | +5.60% | +7.03% | +$560.48 | $67.20 | $13.44 | $0.12 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2025-08-29 | $0.0250 | 0.21% |
| 2025-11-17 | $0.0250 | 0.23% |
| 2026-02-19 | $0.0250 | 0.16% |
| Total | 3 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2025-07-02 to 2026-04-21. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2025-08-29 | $22.36 | $4.47 | $0.04 | 1.4527 |
| 2025-11-17 | $22.40 | $4.48 | $0.04 | 1.6934 |
| 2026-02-19 | $22.44 | $4.49 | $0.04 | 1.1641 |
| Total | $67.20 | $13.44 | $0.12 | 4.3102 |
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.