Apogee Enterprises, Inc. (APOG) Stock Total Returns
Growth of $10,000 chart
2021-04-21 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$10,947
Total Return
9.47%
CAGR
1.83%
Dividends
$1,394.66
Yield on Cost
13.95%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.53% |
| Median | +0.92% |
| Best | +32.63% |
| Worst | -37.18% |
| % of Windows Positive | 53.9% |
1-Year (252 Trading Days)
| Average | +4.94% |
| Median | +3.63% |
| Best | +101.91% |
| Worst | -60.65% |
| % of Windows Positive | 55.0% |
3-Year (756 Trading Days)
| Average | +27.55% |
| Median | +10.91% |
| Best | +128.69% |
| Worst | -26.55% |
| % of Windows Positive | 67.0% |
Risk Metrics
| Maximum Drawdown | -62.70% |
| Average Drawdown | -19.24% |
| Drawdown Duration | 359 Trading Days (Unrecovered) |
| Sortino Ratio | 0.34 |
| Calmar Ratio | 0.03 |
| CVaR (5%) | -4.80% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -1.38% (-4.46% ann.) | $137.76 | $74.16 | $14.83 | $0.12 |
| 2025 | -48.01% | $4800.81 | $146.61 | $29.32 | $0.23 |
| 2024 | +35.41% | +$3541.00 | $188.19 | $37.64 | $0.30 |
| 2023 | +22.26% | +$2226.05 | $217.35 | $43.47 | $0.35 |
| 2022 | -6.09% | $609.46 | $183.91 | $36.78 | $0.29 |
| 2021 | +54.59% | +$5459.17 | $254.21 | $50.84 | $0.41 |
| 2020 | +0.03% | +$3.00 | $233.63 | $46.73 | $0.37 |
| 2019 | +10.48% | +$1047.52 | $235.82 | $47.16 | $0.38 |
| 2018 | -33.96% | $3396.30 | $138.79 | $27.76 | $0.22 |
| 2017 | -13.89% | $1389.00 | $104.87 | $20.97 | $0.17 |
| 2016 | +24.28% | +$2427.51 | $115.34 | $23.07 | $0.18 |
| 2015 | +3.40% | +$340.28 | $104.13 | $20.83 | $0.17 |
| 2014 | +19.12% | +$1911.93 | $111.82 | $22.36 | $0.18 |
| 2013 | +51.39% | +$5139.35 | $150.82 | $30.16 | $0.24 |
| 2012 | +98.83% | +$9883.29 | $289.08 | $57.81 | $0.46 |
| 2011 | -6.98% | $698.27 | $245.35 | $49.07 | $0.39 |
| 2010 | -1.71% | $170.53 | $236.02 | $47.20 | $0.38 |
| 2009 | +37.95% | +$3795.44 | $319.19 | $63.84 | $0.51 |
| 2008 | -38.37% | $3837.01 | $178.57 | $35.71 | $0.29 |
| 2007 | -10.57% | $1056.92 | $144.50 | $28.90 | $0.23 |
| 2006 | +20.66% | +$2065.60 | $162.95 | $32.59 | $0.26 |
| 2005 | +22.70% | +$2270.00 | $190.50 | $38.10 | $0.30 |
| 2004 | +20.20% | +$2020.25 | $215.51 | $43.10 | $0.34 |
| 2003 | +29.23% | +$2923.47 | $263.39 | $52.68 | $0.42 |
| 2002 | -42.64% | $4264.45 | $141.64 | $28.33 | $0.23 |
| 2001 | +199.55% | +$19954.95 | $401.19 | $80.24 | $0.64 |
| 2000 | +10.16% | +$1016.39 | $424.71 | $84.94 | $0.68 |
| 1999 | -54.18% | $5417.77 | $187.74 | $37.55 | $0.30 |
| 1998 | -4.09% | $408.50 | $170.88 | $34.18 | $0.27 |
| 1997 | -39.78% | $3978.23 | $93.38 | $18.68 | $0.15 |
| 1996 | +136.28% | +$13628.17 | $203.92 | $40.78 | $0.33 |
| 1995 | +0.15% | +$14.90 | $189.51 | $37.90 | $0.30 |
| 1994 | +9.61% | +$960.83 | $191.85 | $38.37 | $0.31 |
| 1993 | +48.13% | +$4813.03 | $260.96 | $52.19 | $0.42 |
| 1992 | -10.30% | $1030.46 | $213.45 | $42.69 | $0.34 |
| 1991 | -25.39% | $2538.77 | $150.78 | $30.16 | $0.24 |
| 1990 | +10.96% | +$1095.93 | $149.06 | $29.81 | $0.24 |
| 1989 | +28.77% | +$2876.54 | $115.77 | $23.15 | $0.19 |
| 1988 | +22.52% | +$2252.39 | $150.60 | $30.12 | $0.24 |
| 1987 | +17.95% | +$1795.17 | $35.29 | $7.06 | $0.06 |
| 1986 | -11.11% | $1111.11 | $0.00 | $0.00 | $0.00 |
| 1985 | +43.66% | +$4366.20 | $0.00 | $0.00 | $0.00 |
| 1984 | -14.46% | $1445.78 | $0.00 | $0.00 | $0.00 |
| 1983 | -23.15% | $2314.81 | $0.00 | $0.00 | $0.00 |
| 1982 | +46.74% | +$4673.91 | $0.00 | $0.00 | $0.00 |
| 1981 | +32.18% | +$3218.39 | $0.00 | $0.00 | $0.00 |
| 1980 | +81.25% | +$8125.00 | $0.00 | $0.00 | $0.00 |
| 1979 | +127.27% | +$12727.27 | $0.00 | $0.00 | $0.00 |
| 1978 | +50.00% | +$5000.01 | $0.00 | $0.00 | $0.00 |
| 1977 | +94.12% | +$9411.76 | $0.00 | $0.00 | $0.00 |
| 1976 | +0.00% | +$0.00 | $0.00 | $0.00 | $0.00 |
| 1975 | +100.00% | +$10000.00 | $0.00 | $0.00 | $0.00 |
| 1974 | -22.73% | $2272.73 | $0.00 | $0.00 | $0.00 |
| 1973 partial | -35.29% (-48.16% ann.) | $3529.41 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | -43.61% | -11.74% | $4361.15 | $1123.96 | $224.79 | $1.80 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +136.49% | +39.72% | +$13648.99 | $1235.72 | $247.14 | $1.98 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +185.50% | +23.36% | +$18549.82 | $1235.92 | $247.18 | $1.98 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -68.48% | -55.84% | $6848.47 | $169.26 | $33.85 | $0.27 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +102.02% | +23.16% | +$10202.49 | $1408.91 | $281.78 | $2.25 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +125.90% | +11.37% | +$12589.81 | $2472.51 | $494.50 | $3.96 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -56.18% | -99.99% | $5618.18 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +32.41% | +57.10% | +$3241.04 | $305.87 | $61.17 | $0.49 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +86.02% | +80.19% | +$8601.54 | $319.83 | $63.97 | $0.51 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +11.13% | +11.86% | +$1113.03 | $214.41 | $42.88 | $0.34 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +46.70% | +22.97% | +$4669.70 | $361.34 | $72.27 | $0.58 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | -45.59% | -31.83% | $4558.65 | $233.55 | $46.71 | $0.37 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1987-11-04 | $0.0150 | 0.33% |
| 1988-02-03 | $0.0150 | 0.30% |
| 1988-05-09 | $0.0200 | 0.31% |
| 1988-08-08 | $0.0200 | 0.32% |
| 1988-10-31 | $0.0200 | 0.38% |
| 1989-01-30 | $0.0200 | 0.31% |
| 1989-05-01 | $0.0250 | 0.33% |
| 1989-08-07 | $0.0250 | 0.27% |
| 1990-01-29 | $0.0250 | 0.34% |
| 1990-05-02 | $0.0300 | 0.38% |
| 1990-08-08 | $0.0300 | 0.35% |
| 1990-10-31 | $0.0300 | 0.37% |
| 1991-01-30 | $0.0300 | 0.40% |
| 1991-05-07 | $0.0325 | 0.43% |
| 1991-08-06 | $0.0325 | 0.49% |
| 1991-10-29 | $0.0325 | 0.51% |
| 1992-01-28 | $0.0325 | 0.52% |
| 1992-05-05 | $0.0325 | 0.55% |
| 1992-08-04 | $0.0325 | 0.72% |
| 1992-10-27 | $0.0350 | 0.60% |
| 1993-01-26 | $0.0350 | 0.62% |
| 1993-05-04 | $0.0350 | 0.61% |
| 1993-08-03 | $0.0350 | 0.57% |
| 1993-10-27 | $0.0375 | 0.55% |
| 1994-01-26 | $0.0375 | 0.48% |
| 1994-05-04 | $0.0375 | 0.61% |
| 1994-08-10 | $0.0375 | 0.51% |
| 1994-10-26 | $0.0400 | 0.47% |
| 1995-01-25 | $0.0400 | 0.49% |
| 1995-05-03 | $0.0400 | 0.46% |
| 1995-08-11 | $0.0400 | 0.48% |
| 1995-10-27 | $0.0425 | 0.56% |
| 1996-01-26 | $0.0425 | 0.50% |
| 1996-05-03 | $0.0425 | 0.33% |
| 1996-08-09 | $0.0425 | 0.27% |
| 1996-10-25 | $0.0450 | 0.23% |
| 1997-01-24 | $0.0450 | 0.24% |
| 1997-05-02 | $0.0450 | 0.31% |
| 1997-08-08 | $0.0450 | 0.21% |
| 1997-10-24 | $0.0500 | 0.21% |
| 1998-01-23 | $0.0500 | 0.40% |
| 1998-05-01 | $0.0500 | 0.34% |
| 1998-08-07 | $0.0500 | 0.37% |
| 1998-10-23 | $0.0520 | 0.44% |
| 1999-01-22 | $0.0520 | 0.47% |
| 1999-04-29 | $0.0520 | 0.40% |
| 1999-08-12 | $0.0530 | 0.61% |
| 1999-10-21 | $0.0530 | 0.76% |
| 2000-01-27 | $0.0530 | 0.98% |
| 2000-04-27 | $0.0530 | 1.33% |
| 2000-08-10 | $0.0530 | 1.33% |
| 2000-10-26 | $0.0530 | 0.94% |
| 2001-02-01 | $0.0530 | 0.77% |
| 2001-04-26 | $0.0530 | 0.60% |
| 2001-08-09 | $0.0530 | 0.41% |
| 2001-10-25 | $0.0550 | 0.43% |
| 2002-01-31 | $0.0550 | 0.37% |
| 2002-04-25 | $0.0550 | 0.41% |
| 2002-08-08 | $0.0550 | 0.45% |
| 2002-10-24 | $0.0580 | 0.52% |
| 2003-01-30 | $0.0580 | 0.62% |
| 2003-04-25 | $0.0580 | 0.60% |
| 2003-08-07 | $0.0580 | 0.58% |
| 2003-10-27 | $0.0600 | 0.57% |
| 2004-01-30 | $0.0600 | 0.51% |
| 2004-05-03 | $0.0600 | 0.54% |
| 2004-08-05 | $0.0600 | 0.57% |
| 2004-10-25 | $0.0630 | 0.50% |
| 2005-02-10 | $0.0630 | 0.48% |
| 2005-04-28 | $0.0630 | 0.48% |
| 2005-07-07 | $0.0630 | 0.42% |
| 2005-11-03 | $0.0650 | 0.39% |
| 2006-02-09 | $0.0650 | 0.39% |
| 2006-05-12 | $0.0650 | 0.41% |
| 2006-07-14 | $0.0650 | 0.47% |
| 2006-10-27 | $0.0680 | 0.40% |
| 2007-02-09 | $0.0680 | 0.34% |
| 2007-05-18 | $0.0680 | 0.28% |
| 2007-07-13 | $0.0680 | 0.23% |
| 2007-10-26 | $0.0740 | 0.32% |
| 2008-02-08 | $0.0740 | 0.43% |
| 2008-05-16 | $0.0740 | 0.33% |
| 2008-07-11 | $0.0740 | 0.46% |
| 2008-10-24 | $0.0820 | 1.00% |
| 2009-02-06 | $0.0820 | 0.72% |
| 2009-05-15 | $0.0820 | 0.67% |
| 2009-07-10 | $0.0820 | 0.69% |
| 2009-10-23 | $0.0820 | 0.54% |
| 2010-02-05 | $0.0820 | 0.61% |
| 2010-05-14 | $0.0820 | 0.55% |
| 2010-07-09 | $0.0820 | 0.73% |
| 2010-10-22 | $0.0820 | 0.76% |
| 2011-02-04 | $0.0820 | 0.64% |
| 2011-05-13 | $0.0820 | 0.59% |
| 2011-07-08 | $0.0820 | 0.63% |
| 2011-10-20 | $0.0820 | 0.81% |
| 2012-02-03 | $0.0820 | 0.56% |
| 2012-05-15 | $0.0900 | 0.56% |
| 2012-07-09 | $0.0900 | 0.55% |
| 2012-10-26 | $0.0900 | 0.45% |
| 2013-02-05 | $0.0900 | 0.37% |
| 2013-05-17 | $0.0900 | 0.33% |
| 2013-07-12 | $0.0900 | 0.34% |
| 2013-10-25 | $0.0900 | 0.28% |
| 2014-02-04 | $0.1000 | 0.32% |
| 2014-05-16 | $0.1000 | 0.35% |
| 2014-07-11 | $0.1000 | 0.29% |
| 2014-10-24 | $0.1000 | 0.24% |
| 2015-02-03 | $0.1100 | 0.25% |
| 2015-05-15 | $0.1100 | 0.20% |
| 2015-07-13 | $0.1100 | 0.21% |
| 2015-10-23 | $0.1100 | 0.21% |
| 2016-01-29 | $0.1250 | 0.33% |
| 2016-05-10 | $0.1250 | 0.31% |
| 2016-07-08 | $0.1250 | 0.27% |
| 2016-10-21 | $0.1250 | 0.29% |
| 2017-01-27 | $0.1400 | 0.24% |
| 2017-05-17 | $0.1400 | 0.26% |
| 2017-07-06 | $0.1400 | 0.24% |
| 2017-10-23 | $0.1400 | 0.30% |
| 2018-01-29 | $0.1580 | 0.34% |
| 2018-05-15 | $0.1580 | 0.38% |
| 2018-07-17 | $0.1580 | 0.32% |
| 2018-10-22 | $0.1580 | 0.42% |
| 2019-02-04 | $0.1750 | 0.51% |
| 2019-05-15 | $0.1750 | 0.44% |
| 2019-07-15 | $0.1750 | 0.41% |
| 2019-10-18 | $0.1750 | 0.47% |
| 2020-01-31 | $0.1880 | 0.58% |
| 2020-05-13 | $0.1880 | 1.01% |
| 2020-07-13 | $0.1880 | 0.85% |
| 2020-10-23 | $0.1880 | 0.68% |
| 2021-01-29 | $0.2000 | 0.56% |
| 2021-05-07 | $0.2000 | 0.55% |
| 2021-07-13 | $0.2000 | 0.50% |
| 2021-10-25 | $0.2000 | 0.49% |
| 2022-01-28 | $0.2200 | 0.49% |
| 2022-05-09 | $0.2200 | 0.52% |
| 2022-07-11 | $0.2200 | 0.57% |
| 2022-10-24 | $0.2200 | 0.52% |
| 2023-01-30 | $0.2400 | 0.53% |
| 2023-05-08 | $0.2400 | 0.60% |
| 2023-07-11 | $0.2400 | 0.50% |
| 2023-10-23 | $0.2400 | 0.57% |
| 2024-01-29 | $0.2500 | 0.46% |
| 2024-05-20 | $0.2500 | 0.38% |
| 2024-07-10 | $0.2500 | 0.43% |
| 2024-10-22 | $0.2500 | 0.32% |
| 2025-01-28 | $0.2600 | 0.49% |
| 2025-05-13 | $0.2600 | 0.61% |
| 2025-07-16 | $0.2600 | 0.62% |
| 2025-10-29 | $0.2600 | 0.68% |
| 2026-02-03 | $0.2700 | 0.72% |
| Total | 153 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-21 to 2026-04-21. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-05-07 | $56.34 | $11.27 | $0.09 | 1.2290 |
| 2021-07-13 | $56.58 | $11.32 | $0.09 | 1.1873 |
| 2021-10-25 | $56.82 | $11.36 | $0.09 | 1.1106 |
| 2022-01-28 | $62.75 | $12.55 | $0.10 | 1.1283 |
| 2022-05-09 | $63.00 | $12.60 | $0.10 | 1.2166 |
| 2022-07-11 | $63.26 | $12.65 | $0.10 | 1.3278 |
| 2022-10-24 | $63.56 | $12.71 | $0.10 | 1.1735 |
| 2023-01-30 | $69.62 | $13.92 | $0.11 | 1.2327 |
| 2023-05-08 | $69.91 | $13.98 | $0.11 | 1.4077 |
| 2023-07-11 | $70.25 | $14.05 | $0.11 | 1.1619 |
| 2023-10-23 | $70.53 | $14.11 | $0.11 | 1.3407 |
| 2024-01-29 | $73.80 | $14.76 | $0.12 | 1.0800 |
| 2024-05-20 | $74.07 | $14.81 | $0.12 | 0.8960 |
| 2024-07-10 | $74.30 | $14.86 | $0.12 | 1.0073 |
| 2024-10-22 | $74.55 | $14.91 | $0.12 | 0.7888 |
| 2025-01-28 | $77.73 | $15.55 | $0.12 | 1.1813 |
| 2025-05-13 | $78.04 | $15.61 | $0.12 | 1.4765 |
| 2025-07-16 | $78.43 | $15.69 | $0.13 | 1.5238 |
| 2025-10-29 | $78.82 | $15.76 | $0.13 | 1.7092 |
| 2026-02-03 | $82.31 | $16.46 | $0.13 | 1.6938 |
| Total | $1394.66 | $278.93 | $2.23 | 24.8728 |
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.