Carriage Services, Inc. (CSV) Stock Total Returns
Growth of $10,000 chart
2021-04-21 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$14,145
Total Return
41.45%
CAGR
7.18%
Dividends
$635.76
Yield on Cost
6.36%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.99% |
| Median | +0.72% |
| Best | +30.88% |
| Worst | -30.10% |
| % of Windows Positive | 53.7% |
1-Year (252 Trading Days)
| Average | +6.29% |
| Median | +2.02% |
| Best | +93.84% |
| Worst | -57.72% |
| % of Windows Positive | 52.4% |
3-Year (756 Trading Days)
| Average | +7.82% |
| Median | -11.01% |
| Best | +95.65% |
| Worst | -38.65% |
| % of Windows Positive | 47.9% |
Risk Metrics
| Maximum Drawdown | -68.72% |
| Average Drawdown | -38.42% |
| Drawdown Duration | 1080 Trading Days (Unrecovered) |
| Sortino Ratio | 0.54 |
| Calmar Ratio | 0.10 |
| CVaR (5%) | -4.79% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +14.59% (+56.53% ann.) | +$1458.71 | $26.71 | $5.34 | $0.04 |
| 2025 | +7.06% | +$705.60 | $113.80 | $22.76 | $0.18 |
| 2024 | +61.35% | +$6135.45 | $181.68 | $36.34 | $0.28 |
| 2023 | -8.02% | $801.76 | $164.86 | $32.97 | $0.26 |
| 2022 | -56.82% | $5682.26 | $70.36 | $14.07 | $0.11 |
| 2021 | +107.46% | +$10746.15 | $132.31 | $26.46 | $0.21 |
| 2020 | +23.85% | +$2385.26 | $132.69 | $26.54 | $0.21 |
| 2019 | +67.04% | +$6703.55 | $194.43 | $38.87 | $0.32 |
| 2018 | -39.06% | $3906.39 | $117.10 | $23.42 | $0.20 |
| 2017 | -9.60% | $959.68 | $78.76 | $15.76 | $0.13 |
| 2016 | +19.45% | +$1944.55 | $62.36 | $12.48 | $0.11 |
| 2015 | +15.43% | +$1543.11 | $47.80 | $9.56 | $0.08 |
| 2014 | +7.74% | +$774.09 | $51.29 | $10.26 | $0.07 |
| 2013 | +65.30% | +$6529.97 | $84.41 | $16.87 | $0.11 |
| 2012 | +114.11% | +$11411.29 | $179.33 | $35.86 | $0.23 |
| 2011 | +16.69% | +$1669.29 | $155.17 | $31.03 | $0.20 |
| 2010 | +23.41% | +$2340.94 | $0.00 | $0.00 | $0.00 |
| 2009 | +95.52% | +$9552.28 | $0.00 | $0.00 | $0.00 |
| 2008 | -77.16% | $7715.91 | $0.00 | $0.00 | $0.00 |
| 2007 | +72.89% | +$7288.78 | $0.00 | $0.00 | $0.00 |
| 2006 | +1.80% | +$180.02 | $0.00 | $0.00 | $0.00 |
| 2005 | +1.21% | +$121.45 | $0.00 | $0.00 | $0.00 |
| 2004 | +33.51% | +$3351.38 | $0.00 | $0.00 | $0.00 |
| 2003 | -7.04% | $703.53 | $0.00 | $0.00 | $0.00 |
| 2002 | -24.48% | $2447.82 | $0.00 | $0.00 | $0.00 |
| 2001 | +237.28% | +$23728.00 | $0.00 | $0.00 | $0.00 |
| 2000 | -73.68% | $7368.42 | $0.00 | $0.00 | $0.00 |
| 1999 | -79.12% | $7912.09 | $0.00 | $0.00 | $0.00 |
| 1998 | +49.67% | +$4967.11 | $0.00 | $0.00 | $0.00 |
| 1997 | -15.08% | $1508.38 | $0.00 | $0.00 | $0.00 |
| 1996 partial | +35.61% (+116.53% ann.) | +$3560.61 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania partial | August 9, 1996 – March 10, 2000 | -75.00% | -32.08% | $7500.00 | $0.00 | $0.00 | $0.00 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | -24.85% | -10.51% | $2484.84 | $0.00 | $0.00 | $0.00 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +179.93% | +22.88% | +$17993.46 | $0.00 | $0.00 | $0.00 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -81.07% | -69.21% | $8106.50 | $0.00 | $0.00 | $0.00 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +368.65% | +58.03% | +$36865.48 | $744.75 | $148.89 | $0.98 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +234.58% | +17.30% | +$23458.05 | $1825.69 | $365.12 | $2.90 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -36.49% | -99.44% | $3648.65 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +82.22% | +162.61% | +$8222.28 | $176.13 | $35.23 | $0.28 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +92.52% | +86.16% | +$9252.04 | $154.68 | $30.93 | $0.25 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -52.30% | -54.43% | $5229.71 | $87.63 | $17.52 | $0.14 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +30.70% | +15.54% | +$3070.40 | $307.64 | $61.53 | $0.48 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | +49.17% | +28.64% | +$4917.03 | $207.55 | $41.52 | $0.32 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2011-05-13 | $0.0250 | 0.41% |
| 2011-08-10 | $0.0250 | 0.47% |
| 2011-11-09 | $0.0250 | 0.43% |
| 2012-02-09 | $0.0250 | 0.42% |
| 2012-05-11 | $0.0250 | 0.33% |
| 2012-08-15 | $0.0250 | 0.28% |
| 2012-11-08 | $0.0250 | 0.23% |
| 2013-02-11 | $0.0250 | 0.17% |
| 2013-05-14 | $0.0250 | 0.15% |
| 2013-08-12 | $0.0250 | 0.14% |
| 2013-11-08 | $0.0250 | 0.13% |
| 2014-02-11 | $0.0250 | 0.12% |
| 2014-05-13 | $0.0250 | 0.16% |
| 2014-08-13 | $0.0250 | 0.14% |
| 2014-11-10 | $0.0250 | 0.13% |
| 2015-02-11 | $0.0250 | 0.11% |
| 2015-05-12 | $0.0250 | 0.10% |
| 2015-08-12 | $0.0250 | 0.11% |
| 2015-11-10 | $0.0250 | 0.11% |
| 2016-02-10 | $0.0250 | 0.12% |
| 2016-05-11 | $0.0250 | 0.11% |
| 2016-08-12 | $0.0500 | 0.21% |
| 2016-11-09 | $0.0500 | 0.21% |
| 2017-02-09 | $0.0500 | 0.19% |
| 2017-05-11 | $0.0500 | 0.18% |
| 2017-08-10 | $0.0500 | 0.20% |
| 2017-11-10 | $0.0750 | 0.30% |
| 2018-02-09 | $0.0750 | 0.29% |
| 2018-05-11 | $0.0750 | 0.29% |
| 2018-08-13 | $0.0750 | 0.32% |
| 2018-11-09 | $0.0750 | 0.44% |
| 2019-02-08 | $0.0750 | 0.39% |
| 2019-05-10 | $0.0750 | 0.39% |
| 2019-08-09 | $0.0750 | 0.33% |
| 2019-11-07 | $0.0750 | 0.30% |
| 2020-02-07 | $0.0750 | 0.31% |
| 2020-05-08 | $0.0750 | 0.49% |
| 2020-08-07 | $0.0880 | 0.39% |
| 2020-11-06 | $0.1000 | 0.36% |
| 2021-02-05 | $0.1000 | 0.29% |
| 2021-05-07 | $0.1000 | 0.26% |
| 2021-08-06 | $0.1000 | 0.27% |
| 2021-11-08 | $0.1130 | 0.23% |
| 2022-02-04 | $0.1130 | 0.23% |
| 2022-05-06 | $0.1130 | 0.27% |
| 2022-08-05 | $0.1130 | 0.33% |
| 2022-11-04 | $0.1130 | 0.48% |
| 2023-02-03 | $0.1130 | 0.35% |
| 2023-05-05 | $0.1130 | 0.42% |
| 2023-08-04 | $0.1130 | 0.36% |
| 2023-11-03 | $0.1130 | 0.49% |
| 2024-02-02 | $0.1130 | 0.45% |
| 2024-05-03 | $0.1130 | 0.44% |
| 2024-08-05 | $0.1130 | 0.36% |
| 2024-11-04 | $0.1130 | 0.31% |
| 2025-02-03 | $0.1130 | 0.28% |
| 2025-05-05 | $0.1130 | 0.28% |
| 2025-08-04 | $0.1130 | 0.25% |
| 2025-11-03 | $0.1130 | 0.25% |
| 2026-02-02 | $0.1130 | 0.26% |
| Total | 60 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 | $27.75 | $5.55 | $0.05 | 0.5735 |
| 2021-08-06 | $27.81 | $5.56 | $0.05 | 0.6000 |
| 2021-11-08 | $31.49 | $6.30 | $0.05 | 0.5042 |
| 2022-02-04 | $31.55 | $6.31 | $0.05 | 0.5174 |
| 2022-05-06 | $31.61 | $6.32 | $0.05 | 0.6111 |
| 2022-08-05 | $31.68 | $6.33 | $0.05 | 0.6896 |
| 2022-11-04 | $31.76 | $6.35 | $0.05 | 1.0565 |
| 2023-02-03 | $31.88 | $6.38 | $0.05 | 0.7793 |
| 2023-05-05 | $31.97 | $6.39 | $0.05 | 0.9250 |
| 2023-08-04 | $32.07 | $6.41 | $0.05 | 0.8228 |
| 2023-11-03 | $32.16 | $6.43 | $0.05 | 1.1045 |
| 2024-02-02 | $32.29 | $6.46 | $0.05 | 1.0394 |
| 2024-05-03 | $32.41 | $6.48 | $0.05 | 0.9951 |
| 2024-08-05 | $32.52 | $6.50 | $0.05 | 0.8909 |
| 2024-11-04 | $32.62 | $6.52 | $0.05 | 0.6937 |
| 2025-02-03 | $32.70 | $6.54 | $0.05 | 0.6454 |
| 2025-05-05 | $32.77 | $6.55 | $0.05 | 0.6572 |
| 2025-08-04 | $32.84 | $6.57 | $0.05 | 0.5766 |
| 2025-11-03 | $32.91 | $6.58 | $0.05 | 0.5959 |
| 2026-02-02 | $32.97 | $6.60 | $0.05 | 0.6054 |
| Total | $635.76 | $127.15 | $1.01 | 14.8833 |
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.