EVERTEC, Inc. (EVTC) Stock Total Returns
Growth of $10,000 chart
2021-04-21 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$7,785
Total Return
-22.15%
CAGR
-4.88%
Dividends
$238.22
Yield on Cost
2.38%
Rolling Returns
1-Month (21 Trading Days)
| Average | -0.34% |
| Median | -1.14% |
| Best | +21.17% |
| Worst | -17.52% |
| % of Windows Positive | 43.8% |
1-Year (252 Trading Days)
| Average | -6.50% |
| Median | -8.47% |
| Best | +35.10% |
| Worst | -38.00% |
| % of Windows Positive | 33.4% |
3-Year (756 Trading Days)
| Average | -14.38% |
| Median | -15.24% |
| Best | +11.89% |
| Worst | -36.02% |
| % of Windows Positive | 10.4% |
Risk Metrics
| Maximum Drawdown | -49.46% |
| Average Drawdown | -25.98% |
| Drawdown Duration | 1093 Trading Days (Unrecovered) |
| Sortino Ratio | -0.03 |
| Calmar Ratio | -0.10 |
| CVaR (5%) | -4.23% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +5.68% (+19.95% ann.) | +$568.31 | $17.19 | $3.44 | $0.03 |
| 2025 | -15.48% | $1547.68 | $43.49 | $8.70 | $0.06 |
| 2024 | -15.29% | $1528.63 | $48.93 | $9.78 | $0.07 |
| 2023 | +27.00% | +$2700.00 | $61.86 | $12.37 | $0.09 |
| 2022 | -34.94% | $3494.28 | $40.07 | $8.01 | $0.06 |
| 2021 | +27.60% | +$2759.76 | $50.94 | $10.19 | $0.08 |
| 2020 | +16.13% | +$1613.45 | $58.88 | $11.77 | $0.09 |
| 2019 | +19.22% | +$1921.58 | $69.83 | $13.97 | $0.11 |
| 2018 | +110.91% | +$11090.70 | $73.32 | $14.66 | $0.11 |
| 2017 | -22.02% | $2202.02 | $169.82 | $33.97 | $0.26 |
| 2016 | +8.45% | +$844.54 | $241.14 | $48.21 | $0.38 |
| 2015 | -23.11% | $2310.98 | $181.78 | $36.36 | $0.29 |
| 2014 | -9.00% | $899.56 | $163.04 | $32.60 | $0.26 |
| 2013 partial | +21.47% (+31.01% ann.) | +$2146.74 | $98.00 | $19.60 | $0.16 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Secular stagnation / QE / low inflation / duration bull partial | April 12, 2013 – February 19, 2020 | +84.39% | +9.34% | +$8438.55 | $1017.02 | $203.39 | $1.60 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -45.35% | -99.90% | $4534.84 | $14.50 | $2.90 | $0.02 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +62.50% | +118.41% | +$6250.07 | $68.81 | $13.76 | $0.10 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +21.90% | +20.66% | +$2189.55 | $56.86 | $11.37 | $0.09 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -22.13% | -23.33% | $2213.31 | $47.70 | $9.54 | $0.07 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -1.14% | -0.62% | $113.73 | $101.98 | $20.40 | $0.15 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | -9.12% | -5.84% | $911.69 | $73.74 | $14.75 | $0.11 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2013-08-15 | $0.1000 | 0.40% |
| 2013-11-14 | $0.1000 | 0.45% |
| 2014-02-21 | $0.1000 | 0.41% |
| 2014-05-15 | $0.1000 | 0.44% |
| 2014-08-14 | $0.1000 | 0.43% |
| 2014-11-13 | $0.1000 | 0.45% |
| 2015-02-26 | $0.1000 | 0.49% |
| 2015-05-14 | $0.1000 | 0.45% |
| 2015-08-13 | $0.1000 | 0.52% |
| 2015-11-12 | $0.1000 | 0.59% |
| 2016-02-25 | $0.1000 | 0.87% |
| 2016-05-19 | $0.1000 | 0.74% |
| 2016-08-05 | $0.1000 | 0.58% |
| 2016-11-09 | $0.1000 | 0.68% |
| 2017-02-27 | $0.1000 | 0.57% |
| 2017-05-04 | $0.1000 | 0.67% |
| 2017-08-03 | $0.1000 | 0.53% |
| 2018-08-03 | $0.0500 | 0.21% |
| 2018-11-02 | $0.0500 | 0.19% |
| 2019-02-25 | $0.0500 | 0.17% |
| 2019-05-03 | $0.0500 | 0.17% |
| 2019-08-02 | $0.0500 | 0.14% |
| 2019-11-01 | $0.0500 | 0.16% |
| 2020-03-03 | $0.0500 | 0.16% |
| 2020-05-01 | $0.0500 | 0.20% |
| 2020-07-31 | $0.0500 | 0.16% |
| 2020-10-30 | $0.0500 | 0.15% |
| 2021-02-26 | $0.0500 | 0.13% |
| 2021-04-30 | $0.0500 | 0.12% |
| 2021-07-30 | $0.0500 | 0.12% |
| 2021-10-29 | $0.0500 | 0.11% |
| 2022-02-24 | $0.0500 | 0.12% |
| 2022-04-29 | $0.0500 | 0.13% |
| 2022-08-05 | $0.0500 | 0.13% |
| 2022-10-31 | $0.0500 | 0.14% |
| 2023-02-27 | $0.0500 | 0.14% |
| 2023-04-28 | $0.0500 | 0.15% |
| 2023-07-28 | $0.0500 | 0.13% |
| 2023-10-27 | $0.0500 | 0.15% |
| 2024-02-26 | $0.0500 | 0.12% |
| 2024-04-26 | $0.0500 | 0.13% |
| 2024-07-29 | $0.0500 | 0.14% |
| 2024-10-28 | $0.0500 | 0.15% |
| 2025-03-03 | $0.0500 | 0.13% |
| 2025-05-13 | $0.0500 | 0.14% |
| 2025-08-04 | $0.0500 | 0.14% |
| 2026-03-02 | $0.0500 | 0.18% |
| Total | 47 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 |
|---|---|---|---|---|
| 2021-04-30 | $12.42 | $2.48 | $0.02 | 0.2486 |
| 2021-07-30 | $12.43 | $2.49 | $0.02 | 0.2272 |
| 2021-10-29 | $12.45 | $2.49 | $0.02 | 0.2198 |
| 2022-02-24 | $12.46 | $2.49 | $0.02 | 0.2416 |
| 2022-04-29 | $12.47 | $2.49 | $0.02 | 0.2527 |
| 2022-08-05 | $12.48 | $2.50 | $0.02 | 0.2703 |
| 2022-10-31 | $12.49 | $2.50 | $0.02 | 0.2786 |
| 2023-02-27 | $12.51 | $2.50 | $0.02 | 0.2695 |
| 2023-04-28 | $12.52 | $2.51 | $0.02 | 0.2882 |
| 2023-07-28 | $12.54 | $2.51 | $0.02 | 0.2540 |
| 2023-10-27 | $12.55 | $2.51 | $0.02 | 0.3043 |
| 2024-02-26 | $12.56 | $2.51 | $0.02 | 0.2440 |
| 2024-04-26 | $12.58 | $2.52 | $0.02 | 0.2613 |
| 2024-07-29 | $12.59 | $2.52 | $0.02 | 0.2927 |
| 2024-10-28 | $12.61 | $2.52 | $0.02 | 0.3066 |
| 2025-03-03 | $12.62 | $2.52 | $0.02 | 0.2657 |
| 2025-05-13 | $12.63 | $2.52 | $0.02 | 0.2763 |
| 2025-08-04 | $12.65 | $2.53 | $0.02 | 0.2898 |
| 2026-03-02 | $12.66 | $2.53 | $0.02 | 0.3566 |
| Total | $238.22 | $47.64 | $0.35 | 5.1478 |
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.