Information Services Group, Inc. (III) Stock Total Returns
Growth of $10,000 chart
2021-04-21 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$11,034
Total Return
10.34%
CAGR
1.99%
Dividends
$1,977.74
Yield on Cost
19.78%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.52% |
| Median | -0.96% |
| Best | +40.63% |
| Worst | -28.58% |
| % of Windows Positive | 46.6% |
1-Year (252 Trading Days)
| Average | +1.04% |
| Median | -14.92% |
| Best | +103.68% |
| Worst | -45.79% |
| % of Windows Positive | 34.4% |
3-Year (756 Trading Days)
| Average | -22.90% |
| Median | -32.78% |
| Best | +53.64% |
| Worst | -62.47% |
| % of Windows Positive | 22.4% |
Risk Metrics
| Maximum Drawdown | -67.21% |
| Average Drawdown | -41.05% |
| Drawdown Duration | 1110 Trading Days (Unrecovered) |
| Sortino Ratio | 0.37 |
| Calmar Ratio | 0.03 |
| CVaR (5%) | -5.69% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -26.13% (-63.08% ann.) | $2612.83 | $77.85 | $15.57 | $0.12 |
| 2025 | +78.30% | +$7829.66 | $545.78 | $109.15 | $0.85 |
| 2024 | -26.07% | $2607.32 | $388.13 | $77.63 | $0.63 |
| 2023 | +5.39% | +$539.18 | $384.53 | $76.90 | $0.61 |
| 2022 | -38.42% | $3842.36 | $198.17 | $39.63 | $0.32 |
| 2021 | +134.78% | +$13477.58 | $275.49 | $55.11 | $0.46 |
| 2020 | +29.64% | +$2964.40 | $0.00 | $0.00 | $0.00 |
| 2019 | -40.33% | $4033.01 | $0.00 | $0.00 | $0.00 |
| 2018 | +1.68% | +$167.87 | $0.00 | $0.00 | $0.00 |
| 2017 | +14.56% | +$1456.03 | $0.00 | $0.00 | $0.00 |
| 2016 | +0.55% | +$55.24 | $0.00 | $0.00 | $0.00 |
| 2015 | -11.77% | $1177.20 | $331.75 | $66.35 | $0.52 |
| 2014 | -0.47% | $47.17 | $0.00 | $0.00 | $0.00 |
| 2013 | +268.69% | +$26869.48 | $0.00 | $0.00 | $0.00 |
| 2012 | +11.65% | +$1165.11 | $0.00 | $0.00 | $0.00 |
| 2011 | -50.24% | $5024.17 | $0.00 | $0.00 | $0.00 |
| 2010 | -34.70% | $3470.02 | $0.00 | $0.00 | $0.00 |
| 2009 | -6.76% | $676.48 | $0.00 | $0.00 | $0.00 |
| 2008 | -50.36% | $5036.49 | $0.00 | $0.00 | $0.00 |
| 2007 partial | -7.18% (-8.11% ann.) | $718.16 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| China-WTO / housing-credit / commodity boom partial | February 12, 2007 – October 9, 2007 | +5.69% | +8.83% | +$569.11 | $0.00 | $0.00 | $0.00 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -62.27% | -49.84% | $6227.15 | $0.00 | $0.00 | $0.00 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | -55.12% | -21.13% | $5512.36 | $0.00 | $0.00 | $0.00 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +173.74% | +14.23% | +$17374.26 | $1076.91 | $215.38 | $1.70 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -35.61% | -99.34% | $3560.83 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +3.43% | +5.58% | +$343.34 | $0.00 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +234.80% | +214.67% | +$23479.76 | $239.56 | $47.91 | $0.40 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -36.40% | -38.15% | $3640.10 | $170.64 | $34.13 | $0.28 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -36.57% | -21.77% | $3656.63 | $632.33 | $126.47 | $1.01 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | +34.61% | +20.58% | +$3460.87 | $836.02 | $167.19 | $1.31 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2015-01-13 | $0.1400 | 3.57% |
| 2021-06-03 | $0.0300 | 0.52% |
| 2021-09-03 | $0.0300 | 0.41% |
| 2021-12-02 | $0.0300 | 0.39% |
| 2022-03-18 | $0.0300 | 0.42% |
| 2022-06-02 | $0.0400 | 0.60% |
| 2022-09-02 | $0.0400 | 0.70% |
| 2022-12-02 | $0.0400 | 0.74% |
| 2023-03-17 | $0.0400 | 0.81% |
| 2023-06-06 | $0.0450 | 0.87% |
| 2023-09-05 | $0.0450 | 0.88% |
| 2023-12-04 | $0.0450 | 1.03% |
| 2024-03-18 | $0.0450 | 1.11% |
| 2024-06-14 | $0.0450 | 1.42% |
| 2024-09-06 | $0.0450 | 1.40% |
| 2024-12-03 | $0.0450 | 1.18% |
| 2025-03-21 | $0.0450 | 1.21% |
| 2025-06-06 | $0.0450 | 0.96% |
| 2025-09-05 | $0.0450 | 0.85% |
| 2025-12-05 | $0.0450 | 0.78% |
| 2026-03-20 | $0.0450 | 1.17% |
| Total | 21 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 |
|---|---|---|---|---|
| 2021-06-03 | $68.03 | $13.60 | $0.11 | 9.8393 |
| 2021-09-03 | $68.32 | $13.67 | $0.11 | 7.4014 |
| 2021-12-02 | $68.55 | $13.72 | $0.11 | 6.7563 |
| 2022-03-18 | $68.74 | $13.75 | $0.11 | 7.5499 |
| 2022-06-02 | $91.96 | $18.39 | $0.15 | 11.0082 |
| 2022-09-02 | $92.40 | $18.48 | $0.15 | 13.1743 |
| 2022-12-02 | $92.94 | $18.58 | $0.15 | 14.1597 |
| 2023-03-17 | $93.49 | $18.70 | $0.15 | 16.0536 |
| 2023-06-06 | $105.91 | $21.18 | $0.16 | 16.2610 |
| 2023-09-05 | $106.64 | $21.33 | $0.16 | 17.1656 |
| 2023-12-04 | $107.42 | $21.48 | $0.18 | 19.0151 |
| 2024-03-18 | $108.27 | $21.66 | $0.18 | 21.9394 |
| 2024-06-14 | $109.26 | $21.85 | $0.18 | 28.1386 |
| 2024-09-06 | $110.53 | $22.11 | $0.18 | 27.9242 |
| 2024-12-03 | $111.78 | $22.36 | $0.18 | 24.2510 |
| 2025-03-21 | $112.87 | $22.57 | $0.18 | 24.1595 |
| 2025-06-06 | $113.96 | $22.80 | $0.18 | 18.8761 |
| 2025-09-05 | $114.81 | $22.96 | $0.18 | 17.4926 |
| 2025-12-05 | $115.59 | $23.12 | $0.18 | 15.4589 |
| 2026-03-20 | $116.29 | $23.25 | $0.18 | 24.3050 |
| Total | $1977.74 | $395.54 | $3.16 | 340.9298 |
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.