Innovex International, Inc. (INVX) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$9,156
Total Return
-8.44%
CAGR
-1.75%
Dividends
$0.00
Yield on Cost
0.00%

Rolling Returns

1-Month (21 Trading Days)
Average+0.43%
Median-0.06%
Best+73.71%
Worst-29.05%
% of Windows Positive49.6%
1-Year (252 Trading Days)
Average-4.09%
Median-12.85%
Best+96.95%
Worst-52.24%
% of Windows Positive36.2%
3-Year (756 Trading Days)
Average-31.24%
Median-33.33%
Best+5.63%
Worst-63.96%
% of Windows Positive1.4%

Risk Metrics

Maximum Drawdown -68.88%
Average Drawdown -42.40%
Drawdown Duration 1029 Trading Days (Unrecovered)
Sortino Ratio 0.28
Calmar Ratio -0.03
CVaR (5%) -6.51%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +21.54% (+89.99% ann.) +$2153.64 $0.00 $0.00 $0.00
2025 +56.55% +$5654.98 $0.00 $0.00 $0.00
2024 -39.97% $3996.56 $0.00 $0.00 $0.00
2023 -14.35% $1435.41 $0.00 $0.00 $0.00
2022 +38.06% +$3805.89 $0.00 $0.00 $0.00
2021 -33.56% $3355.84 $0.00 $0.00 $0.00
2020 -36.86% $3685.78 $0.00 $0.00 $0.00
2019 +56.21% +$5621.05 $0.00 $0.00 $0.00
2018 -37.04% $3704.40 $0.00 $0.00 $0.00
2017 -20.57% $2056.62 $0.00 $0.00 $0.00
2016 +1.38% +$138.44 $0.00 $0.00 $0.00
2015 -22.81% $2280.72 $0.00 $0.00 $0.00
2014 -30.20% $3020.10 $0.00 $0.00 $0.00
2013 +50.49% +$5048.60 $0.00 $0.00 $0.00
2012 +10.98% +$1098.45 $0.00 $0.00 $0.00
2011 -15.31% $1531.14 $0.00 $0.00 $0.00
2010 +37.61% +$3760.62 $0.00 $0.00 $0.00
2009 +175.38% +$17537.78 $0.00 $0.00 $0.00
2008 -63.15% $6315.13 $0.00 $0.00 $0.00
2007 +42.13% +$4213.48 $0.00 $0.00 $0.00
2006 +65.93% +$6593.22 $0.00 $0.00 $0.00
2005 +94.56% +$9455.89 $0.00 $0.00 $0.00
2004 +48.83% +$4883.43 $0.00 $0.00 $0.00
2003 -3.55% $355.02 $0.00 $0.00 $0.00
2002 -29.88% $2987.54 $0.00 $0.00 $0.00
2001 -29.51% $2950.64 $0.00 $0.00 $0.00
2000 +12.55% +$1255.14 $0.00 $0.00 $0.00
1999 +71.13% +$7112.67 $0.00 $0.00 $0.00
1998 -49.47% $4946.61 $0.00 $0.00 $0.00
1997 partial -5.07% (-24.06% ann.) $506.76 $0.00 $0.00 $0.00

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Dot-com bubble / TMT mania partial October 23, 1997 – March 10, 2000 +7.26% +2.99% +$726.35 $0.00 $0.00 $0.00
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 -58.20% -28.74% $5819.68 $0.00 $0.00 $0.00
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +538.29% +44.92% +$53829.46 $0.00 $0.00 $0.00
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -57.32% -45.26% $5731.71 $0.00 $0.00 $0.00
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +199.66% +38.42% +$19965.81 $0.00 $0.00 $0.00
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 -43.50% -7.27% $4350.49 $0.00 $0.00 $0.00
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -23.25% -95.12% $2325.17 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 -25.32% -37.49% $2532.31 $0.00 $0.00 $0.00
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 -34.13% -32.70% $3412.51 $0.00 $0.00 $0.00
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 +28.99% +31.03% +$2899.00 $0.00 $0.00 $0.00
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -37.80% -22.60% $3780.02 $0.00 $0.00 $0.00
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 21, 2026 +70.38% +39.88% +$7038.47 $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.

DEA

CAGR 0.18% Total 2.06% Final $10,206
2015-02-06 — 2026-04-21
MTX

CAGR 6.84% Total 816.38% Final $91,638
1992-10-23 — 2026-04-21
VCTR

CAGR 27.63% Total 638.71% Final $73,871
2018-02-08 — 2026-04-21