Enerpac Tool Group Corp. (EPAC) Stock Total Returns
Growth of $10,000 chart
2021-04-21 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$13,314
Total Return
33.14%
CAGR
5.89%
Dividends
$75.14
Yield on Cost
0.75%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.90% |
| Median | +0.96% |
| Best | +57.75% |
| Worst | -23.61% |
| % of Windows Positive | 54.9% |
1-Year (252 Trading Days)
| Average | +19.00% |
| Median | +18.63% |
| Best | +84.51% |
| Worst | -30.94% |
| % of Windows Positive | 71.2% |
3-Year (756 Trading Days)
| Average | +86.80% |
| Median | +91.17% |
| Best | +178.69% |
| Worst | +24.35% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -43.08% |
| Average Drawdown | -15.27% |
| Drawdown Duration | 616 Trading Days |
| Sortino Ratio | 0.50 |
| Calmar Ratio | 0.14 |
| CVaR (5%) | -4.24% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -7.61% (-22.93% ann.) | $760.98 | $0.00 | $0.00 | $0.00 |
| 2025 | -6.86% | $686.14 | $9.73 | $1.95 | $0.02 |
| 2024 | +32.26% | +$3226.35 | $12.87 | $2.57 | $0.02 |
| 2023 | +22.30% | +$2230.48 | $15.72 | $3.14 | $0.02 |
| 2022 | +25.69% | +$2568.61 | $19.72 | $3.94 | $0.03 |
| 2021 | -10.17% | $1016.70 | $17.69 | $3.54 | $0.03 |
| 2020 | -12.99% | $1298.76 | $15.37 | $3.07 | $0.02 |
| 2019 | +24.19% | +$2419.29 | $19.06 | $3.81 | $0.03 |
| 2018 | -16.94% | $1694.03 | $15.81 | $3.16 | $0.03 |
| 2017 | -2.38% | $238.34 | $15.41 | $3.08 | $0.02 |
| 2016 | +8.46% | +$845.69 | $16.69 | $3.34 | $0.03 |
| 2015 | -11.88% | $1188.28 | $14.68 | $2.94 | $0.02 |
| 2014 | -25.58% | $2557.97 | $10.92 | $2.18 | $0.02 |
| 2013 | +31.39% | +$3138.66 | $14.33 | $2.87 | $0.02 |
| 2012 | +23.14% | +$2313.73 | $17.63 | $3.53 | $0.03 |
| 2011 | -14.63% | $1462.68 | $15.03 | $3.01 | $0.02 |
| 2010 | +43.86% | +$4386.29 | $21.59 | $4.32 | $0.03 |
| 2009 | -2.38% | $237.67 | $21.03 | $4.21 | $0.03 |
| 2008 | -44.01% | $4400.65 | $11.76 | $2.35 | $0.02 |
| 2007 | +42.89% | +$4288.90 | $16.79 | $3.36 | $0.03 |
| 2006 | -14.50% | $1449.58 | $14.34 | $2.87 | $0.02 |
| 2005 | +7.17% | +$716.59 | $15.34 | $3.07 | $0.02 |
| 2004 | +44.06% | +$4406.08 | $0.00 | $0.00 | $0.00 |
| 2003 | +55.87% | +$5586.65 | $0.00 | $0.00 | $0.00 |
| 2002 | +38.24% | +$3824.41 | $0.00 | $0.00 | $0.00 |
| 2001 | +124.18% | +$12418.01 | $10.00 | $2.00 | $0.01 |
| 2000 partial | -25.00% (-48.57% ann.) | $2500.00 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bust / post-bubble disinflation scare partial | July 24, 2000 – October 9, 2002 | +66.13% | +25.83% | +$6613.35 | $7.50 | $1.50 | $0.01 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +303.85% | +32.23% | +$30384.91 | $142.22 | $28.44 | $0.23 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -77.59% | -65.31% | $7759.32 | $11.78 | $2.36 | $0.02 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +235.83% | +43.17% | +$23583.39 | $152.56 | $30.51 | $0.25 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | -4.70% | -0.63% | $469.65 | $119.22 | $23.84 | $0.19 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -40.23% | -99.72% | $4022.76 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +13.86% | +23.23% | +$1386.19 | $24.51 | $4.90 | $0.04 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +8.98% | +8.50% | +$898.38 | $20.15 | $4.03 | $0.03 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +24.82% | +26.55% | +$2482.45 | $18.95 | $3.79 | $0.03 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +54.36% | +26.39% | +$5435.57 | $14.84 | $2.97 | $0.02 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | -14.65% | -9.50% | $1465.33 | $19.30 | $3.86 | $0.03 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2001-05-08 | $0.0037 | 0.10% |
| 2005-09-28 | $0.0400 | 0.19% |
| 2006-09-27 | $0.0400 | 0.17% |
| 2007-09-26 | $0.0400 | 0.13% |
| 2008-09-26 | $0.0400 | 0.15% |
| 2009-09-28 | $0.0400 | 0.26% |
| 2010-09-28 | $0.0400 | 0.18% |
| 2011-09-28 | $0.0400 | 0.21% |
| 2012-09-26 | $0.0400 | 0.13% |
| 2013-09-26 | $0.0400 | 0.10% |
| 2014-09-26 | $0.0400 | 0.12% |
| 2015-09-28 | $0.0400 | 0.22% |
| 2016-09-28 | $0.0400 | 0.18% |
| 2017-09-28 | $0.0400 | 0.16% |
| 2018-09-27 | $0.0400 | 0.14% |
| 2019-09-26 | $0.0400 | 0.16% |
| 2020-10-01 | $0.0400 | 0.21% |
| 2021-09-30 | $0.0400 | 0.18% |
| 2022-10-06 | $0.0400 | 0.19% |
| 2023-10-05 | $0.0400 | 0.15% |
| 2024-10-07 | $0.0400 | 0.09% |
| 2025-10-07 | $0.0400 | 0.10% |
| Total | 22 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 |
|---|---|---|---|---|
| 2021-09-30 | $14.99 | $3.00 | $0.02 | 0.5772 |
| 2022-10-06 | $15.01 | $3.00 | $0.02 | 0.5770 |
| 2023-10-05 | $15.03 | $3.01 | $0.02 | 0.4421 |
| 2024-10-07 | $15.05 | $3.01 | $0.02 | 0.2812 |
| 2025-10-07 | $15.06 | $3.01 | $0.02 | 0.3018 |
| Total | $75.14 | $15.03 | $0.12 | 2.1793 |
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.