Karat Packaging Inc. (KRT) Stock Total Returns
Growth of $10,000 chart
2021-04-21 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$18,809
Total Return
88.09%
CAGR
13.47%
Dividends
$3,155.48
Yield on Cost
31.55%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.60% |
| Median | +0.77% |
| Best | +33.58% |
| Worst | -21.49% |
| % of Windows Positive | 52.9% |
1-Year (252 Trading Days)
| Average | +16.42% |
| Median | +4.05% |
| Best | +135.81% |
| Worst | -40.68% |
| % of Windows Positive | 57.1% |
3-Year (756 Trading Days)
| Average | +71.04% |
| Median | +68.53% |
| Best | +167.46% |
| Worst | +9.39% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -48.74% |
| Average Drawdown | -19.14% |
| Drawdown Duration | 516 Trading Days |
| Sortino Ratio | 0.72 |
| Calmar Ratio | 0.28 |
| CVaR (5%) | -6.93% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +27.75% (+123.89% ann.) | +$2775.46 | $199.38 | $39.88 | $0.32 |
| 2025 | -21.25% | $2125.46 | $605.74 | $121.15 | $0.97 |
| 2024 | +27.37% | +$2737.27 | $634.21 | $126.85 | $1.01 |
| 2023 | +80.27% | +$8026.66 | $741.72 | $148.34 | $1.19 |
| 2022 | -27.48% | $2747.53 | $173.18 | $34.64 | $0.28 |
| 2021 partial | +8.89% (+12.71% ann.) | +$889.01 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Reopening reflation / fiscal boom / supply bottlenecks partial | April 15, 2021 – November 29, 2021 | +14.06% | +23.46% | +$1406.25 | $0.00 | $0.00 | $0.00 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -32.42% | -34.04% | $3242.38 | $0.00 | $0.00 | $0.00 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +76.18% | +35.74% | +$7618.39 | $1649.96 | $330.00 | $2.64 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | +18.67% | +11.38% | +$1866.75 | $1053.92 | $210.79 | $1.69 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2022-11-18 | $0.3500 | 2.50% |
| 2023-05-22 | $0.3500 | 2.22% |
| 2023-08-22 | $0.5000 | 2.02% |
| 2023-11-17 | $0.2000 | 0.95% |
| 2024-02-20 | $0.3000 | 1.06% |
| 2024-05-16 | $0.3500 | 1.20% |
| 2024-08-21 | $0.5000 | 1.94% |
| 2024-11-20 | $0.4000 | 1.38% |
| 2025-02-24 | $0.4500 | 1.45% |
| 2025-05-16 | $0.4500 | 1.47% |
| 2025-08-20 | $0.4500 | 1.73% |
| 2025-11-21 | $0.4500 | 2.14% |
| 2026-02-20 | $0.4500 | 1.75% |
| Total | 13 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 |
|---|---|---|---|---|
| 2022-11-18 | $194.45 | $38.89 | $0.31 | 11.1047 |
| 2023-05-22 | $198.33 | $39.67 | $0.32 | 10.0987 |
| 2023-08-22 | $288.38 | $57.68 | $0.46 | 9.5417 |
| 2023-11-17 | $117.26 | $23.45 | $0.19 | 4.4015 |
| 2024-02-20 | $177.21 | $35.44 | $0.28 | 5.1096 |
| 2024-05-16 | $208.53 | $41.71 | $0.33 | 5.8012 |
| 2024-08-21 | $300.81 | $60.17 | $0.48 | 9.4293 |
| 2024-11-20 | $244.41 | $48.88 | $0.39 | 6.8351 |
| 2025-02-24 | $278.05 | $55.61 | $0.44 | 7.2712 |
| 2025-05-16 | $281.32 | $56.27 | $0.45 | 7.1827 |
| 2025-08-20 | $284.55 | $56.91 | $0.45 | 9.0837 |
| 2025-11-21 | $288.64 | $57.73 | $0.46 | 10.9113 |
| 2026-02-20 | $293.55 | $58.71 | $0.47 | 9.2745 |
| Total | $3155.48 | $631.11 | $5.05 | 106.0454 |
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.