Hamilton Beach Brands Holding Company (HBB) Stock Total Returns
Growth of $10,000 chart
2021-04-21 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$10,907
Total Return
9.07%
CAGR
1.75%
Dividends
$1,116.49
Yield on Cost
11.16%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.98% |
| Median | -0.29% |
| Best | +55.23% |
| Worst | -38.17% |
| % of Windows Positive | 49.0% |
1-Year (252 Trading Days)
| Average | +14.07% |
| Median | -1.76% |
| Best | +172.69% |
| Worst | -59.95% |
| % of Windows Positive | 46.5% |
3-Year (756 Trading Days)
| Average | +48.33% |
| Median | +42.63% |
| Best | +125.05% |
| Worst | -27.84% |
| % of Windows Positive | 91.2% |
Risk Metrics
| Maximum Drawdown | -62.81% |
| Average Drawdown | -39.51% |
| Drawdown Duration | 707 Trading Days |
| Sortino Ratio | 0.45 |
| Calmar Ratio | 0.03 |
| CVaR (5%) | -7.11% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +24.14% (+103.70% ann.) | +$2413.68 | $72.95 | $14.59 | $0.11 |
| 2025 | -0.04% | $3.92 | $284.46 | $56.90 | $0.45 |
| 2024 | -2.07% | $207.05 | $261.96 | $52.40 | $0.42 |
| 2023 | +45.30% | +$4529.56 | $355.18 | $71.03 | $0.55 |
| 2022 | -11.39% | $1139.46 | $291.96 | $58.40 | $0.48 |
| 2021 | -16.54% | $1653.82 | $226.99 | $45.39 | $0.34 |
| 2020 | -6.38% | $638.49 | $195.53 | $39.10 | $0.32 |
| 2019 | -17.30% | $1730.29 | $152.15 | $30.43 | $0.25 |
| 2018 | -7.67% | $766.75 | $132.88 | $26.58 | $0.19 |
| 2017 partial | -16.93% (-51.37% ann.) | $1693.23 | $27.42 | $5.48 | $0.04 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Secular stagnation / QE / low inflation / duration bull partial | September 26, 2017 – February 19, 2020 | -50.45% | -25.38% | $5045.36 | $254.50 | $50.90 | $0.39 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -53.75% | -99.98% | $5374.57 | $59.81 | $11.97 | $0.10 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +195.77% | +472.50% | +$19576.69 | $247.29 | $49.43 | $0.40 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | -20.92% | -19.97% | $2092.45 | $192.75 | $38.54 | $0.29 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -7.17% | -7.59% | $716.55 | $274.37 | $54.88 | $0.44 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +118.68% | +52.52% | +$11868.37 | $644.33 | $128.87 | $1.01 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | -27.70% | -18.48% | $2770.15 | $247.85 | $49.57 | $0.39 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2017-11-30 | $0.0850 | 0.31% |
| 2018-02-28 | $0.0850 | 0.35% |
| 2018-05-31 | $0.0850 | 0.30% |
| 2018-08-30 | $0.0850 | 0.34% |
| 2018-11-29 | $0.0850 | 0.41% |
| 2019-02-28 | $0.0850 | 0.34% |
| 2019-05-30 | $0.0900 | 0.48% |
| 2019-08-29 | $0.0900 | 0.65% |
| 2019-11-27 | $0.0900 | 0.46% |
| 2020-02-27 | $0.0900 | 0.68% |
| 2020-05-29 | $0.0900 | 0.87% |
| 2020-08-31 | $0.0950 | 0.46% |
| 2020-11-30 | $0.0950 | 0.48% |
| 2021-03-05 | $0.0950 | 0.56% |
| 2021-05-28 | $0.1000 | 0.40% |
| 2021-08-31 | $0.1000 | 0.59% |
| 2021-11-30 | $0.1000 | 0.63% |
| 2022-03-03 | $0.1000 | 0.72% |
| 2022-05-31 | $0.1050 | 0.96% |
| 2022-08-31 | $0.1050 | 0.82% |
| 2022-11-30 | $0.1050 | 0.74% |
| 2023-03-02 | $0.1050 | 0.81% |
| 2023-05-31 | $0.1100 | 1.16% |
| 2023-09-01 | $0.1100 | 0.94% |
| 2023-11-30 | $0.1100 | 0.72% |
| 2024-03-01 | $0.1100 | 0.62% |
| 2024-05-31 | $0.1150 | 0.61% |
| 2024-09-03 | $0.1150 | 0.39% |
| 2024-12-02 | $0.1150 | 0.59% |
| 2025-03-03 | $0.1150 | 0.59% |
| 2025-05-30 | $0.1200 | 0.64% |
| 2025-09-02 | $0.1200 | 0.81% |
| 2025-12-01 | $0.1200 | 0.75% |
| 2026-03-02 | $0.1200 | 0.63% |
| Total | 34 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 |
|---|---|---|---|---|
| 2021-05-28 | $47.92 | $9.58 | $0.07 | 1.5181 |
| 2021-08-31 | $48.07 | $9.61 | $0.07 | 2.2575 |
| 2021-11-30 | $48.30 | $9.66 | $0.07 | 2.5705 |
| 2022-03-03 | $48.55 | $9.71 | $0.08 | 2.8418 |
| 2022-05-31 | $51.28 | $10.26 | $0.08 | 3.9669 |
| 2022-08-31 | $51.69 | $10.34 | $0.08 | 3.3418 |
| 2022-11-30 | $52.04 | $10.41 | $0.08 | 2.9262 |
| 2023-03-02 | $52.35 | $10.47 | $0.08 | 3.2077 |
| 2023-05-31 | $55.20 | $11.04 | $0.08 | 4.7335 |
| 2023-09-01 | $55.72 | $11.14 | $0.08 | 3.7540 |
| 2023-11-30 | $56.13 | $11.23 | $0.08 | 2.9044 |
| 2024-03-01 | $56.46 | $11.30 | $0.08 | 2.4969 |
| 2024-05-31 | $59.30 | $11.86 | $0.10 | 2.4724 |
| 2024-09-03 | $59.59 | $11.92 | $0.10 | 1.6985 |
| 2024-12-02 | $59.78 | $11.96 | $0.10 | 2.4143 |
| 2025-03-03 | $60.06 | $12.01 | $0.10 | 2.5185 |
| 2025-05-30 | $62.97 | $12.59 | $0.10 | 2.7519 |
| 2025-09-02 | $63.31 | $12.66 | $0.10 | 3.3449 |
| 2025-12-01 | $63.70 | $12.75 | $0.10 | 3.2396 |
| 2026-03-02 | $64.09 | $12.82 | $0.10 | 2.9059 |
| Total | $1116.49 | $223.30 | $1.76 | 57.8654 |
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.