Dave Inc. (DAVE) Stock Total Returns

Growth of $10,000 chart

2021-04-26 to 2026-04-21
to
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Investment Performance

Final Value
$8,737
Total Return
-12.63%
CAGR
-2.67%
Dividends
$0.00
Yield on Cost
0.00%

Rolling Returns

1-Month (21 Trading Days)
Average+4.64%
Median-0.06%
Best+177.08%
Worst-69.96%
% of Windows Positive49.0%
1-Year (252 Trading Days)
Average+212.74%
Median+116.89%
Best+1639.00%
Worst-98.12%
% of Windows Positive57.2%
3-Year (756 Trading Days)
Average+737.76%
Median-35.01%
Best+4398.93%
Worst-90.57%
% of Windows Positive48.1%

Risk Metrics

Maximum Drawdown -99.01%
Average Drawdown -69.68%
Drawdown Duration 1057 Trading Days (Unrecovered)
Sortino Ratio 0.71
Calmar Ratio -0.03
CVaR (5%) -12.74%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +23.75% (+101.60% ann.) +$2374.78 $0.00 $0.00 $0.00
2025 +154.73% +$15472.89 $0.00 $0.00 $0.00
2024 +936.61% +$93660.71 $0.00 $0.00 $0.00
2023 -9.64% $964.45 $0.00 $0.00 $0.00
2022 -97.17% $9717.07 $0.00 $0.00 $0.00
2021 partial +4.59% (+6.81% ann.) +$459.18 $0.00 $0.00 $0.00

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Reopening reflation / fiscal boom / supply bottlenecks partial April 26, 2021 – November 29, 2021 +1.46% +2.47% +$145.92 $0.00 $0.00 $0.00
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -97.20% -97.75% $9720.00 $0.00 $0.00 $0.00
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +301.73% +111.75% +$30172.57 $0.00 $0.00 $0.00
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 21, 2026 +614.82% +245.08% +$61481.76 $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.

INMB

CAGR -21.70% Total -82.85% Final $1,715
2019-02-04 — 2026-04-21
SEMR

CAGR -3.01% Total -14.36% Final $8,564
2021-03-24 — 2026-04-21
BLK

CAGR 19.44% Total 11083.79% Final $1,118,379
1999-10-01 — 2026-04-21