Natural Grocers by Vitamin Cottage, Inc. (NGVC) Stock Total Returns
Growth of $10,000 chart
2021-04-21 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$19,419
Total Return
94.19%
CAGR
14.20%
Dividends
$2,061.02
Yield on Cost
20.61%
Rolling Returns
1-Month (21 Trading Days)
| Average | +2.23% |
| Median | +1.46% |
| Best | +76.75% |
| Worst | -32.05% |
| % of Windows Positive | 55.9% |
1-Year (252 Trading Days)
| Average | +47.48% |
| Median | +49.21% |
| Best | +247.12% |
| Worst | -52.07% |
| % of Windows Positive | 65.6% |
3-Year (756 Trading Days)
| Average | +177.83% |
| Median | +174.43% |
| Best | +328.56% |
| Worst | +10.50% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -63.51% |
| Average Drawdown | -30.10% |
| Drawdown Duration | 529 Trading Days |
| Sortino Ratio | 0.80 |
| Calmar Ratio | 0.22 |
| CVaR (5%) | -6.43% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +10.31% (+38.11% ann.) | +$1031.04 | $59.88 | $11.97 | $0.09 |
| 2025 | -36.23% | $3623.00 | $128.85 | $25.77 | $0.21 |
| 2024 | +151.65% | +$15165.13 | $264.21 | $52.83 | $0.41 |
| 2023 | +87.90% | +$8790.19 | $1558.84 | $311.77 | $2.51 |
| 2022 | -34.41% | $3441.30 | $282.71 | $56.54 | $0.44 |
| 2021 | +5.75% | +$575.40 | $227.25 | $45.45 | $0.36 |
| 2020 | +56.93% | +$5693.09 | $2346.44 | $469.30 | $3.74 |
| 2019 | -35.23% | $3523.16 | $45.66 | $9.13 | $0.07 |
| 2018 | +71.67% | +$7166.86 | $0.00 | $0.00 | $0.00 |
| 2017 | -24.89% | $2489.48 | $0.00 | $0.00 | $0.00 |
| 2016 | -41.63% | $4162.99 | $0.00 | $0.00 | $0.00 |
| 2015 | -27.69% | $2768.90 | $0.00 | $0.00 | $0.00 |
| 2014 | -33.64% | $3363.96 | $0.00 | $0.00 | $0.00 |
| 2013 | +122.37% | +$12236.78 | $0.00 | $0.00 | $0.00 |
| 2012 partial | +6.89% (+16.53% ann.) | +$688.69 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | -57.15% | -10.59% | $5714.80 | $36.36 | $7.27 | $0.06 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -3.24% | -31.35% | $324.20 | $85.27 | $17.06 | $0.13 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +37.49% | +66.91% | +$3749.14 | $170.44 | $34.09 | $0.26 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +35.13% | +33.06% | +$3513.48 | $2224.87 | $444.97 | $3.55 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -7.44% | -7.89% | $744.42 | $234.36 | $46.88 | $0.36 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +170.14% | +70.94% | +$17014.48 | $1567.12 | $313.41 | $2.51 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | -4.41% | -2.80% | $440.65 | $267.96 | $53.59 | $0.43 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2019-11-29 | $0.0700 | 0.77% |
| 2020-02-28 | $0.0700 | 0.96% |
| 2020-05-29 | $0.0700 | 0.49% |
| 2020-08-28 | $0.0700 | 0.52% |
| 2020-11-27 | $2.0700 | 12.54% |
| 2021-02-26 | $0.0700 | 0.50% |
| 2021-05-28 | $0.0700 | 0.59% |
| 2021-08-27 | $0.0700 | 0.61% |
| 2021-11-26 | $0.1000 | 0.70% |
| 2022-02-25 | $0.1000 | 0.59% |
| 2022-05-27 | $0.1000 | 0.56% |
| 2022-08-26 | $0.1000 | 0.69% |
| 2022-11-25 | $0.1000 | 0.97% |
| 2023-02-24 | $0.1000 | 0.90% |
| 2023-05-26 | $0.1000 | 0.86% |
| 2023-08-25 | $0.1000 | 0.78% |
| 2023-11-24 | $1.1000 | 6.39% |
| 2024-03-01 | $0.1000 | 0.60% |
| 2024-06-03 | $0.1000 | 0.46% |
| 2024-09-03 | $0.1000 | 0.38% |
| 2024-12-02 | $0.1200 | 0.26% |
| 2025-03-03 | $0.1200 | 0.27% |
| 2025-05-27 | $0.1200 | 0.24% |
| 2025-09-02 | $0.1200 | 0.31% |
| 2025-12-01 | $0.1500 | 0.54% |
| 2026-03-02 | $0.1500 | 0.55% |
| Total | 26 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 | $43.05 | $8.61 | $0.07 | 2.8667 |
| 2021-08-27 | $43.25 | $8.65 | $0.07 | 3.0478 |
| 2021-11-26 | $62.09 | $12.42 | $0.10 | 3.7162 |
| 2022-02-25 | $62.47 | $12.49 | $0.10 | 2.8894 |
| 2022-05-27 | $62.76 | $12.55 | $0.10 | 2.8131 |
| 2022-08-26 | $63.04 | $12.61 | $0.10 | 3.4925 |
| 2022-11-25 | $63.38 | $12.68 | $0.11 | 4.8941 |
| 2023-02-24 | $63.88 | $12.77 | $0.11 | 4.6360 |
| 2023-05-26 | $64.34 | $12.87 | $0.11 | 4.4473 |
| 2023-08-25 | $64.78 | $12.96 | $0.11 | 4.0566 |
| 2023-11-24 | $717.05 | $143.41 | $1.15 | 33.7357 |
| 2024-03-01 | $68.56 | $13.71 | $0.11 | 3.3195 |
| 2024-06-03 | $68.89 | $13.78 | $0.11 | 2.5116 |
| 2024-09-03 | $69.14 | $13.82 | $0.11 | 2.1135 |
| 2024-12-02 | $83.23 | $16.64 | $0.14 | 1.4486 |
| 2025-03-03 | $83.40 | $16.68 | $0.14 | 1.5809 |
| 2025-05-27 | $83.59 | $16.72 | $0.14 | 1.3918 |
| 2025-09-02 | $83.76 | $16.75 | $0.14 | 1.7360 |
| 2025-12-01 | $104.95 | $20.99 | $0.16 | 3.0438 |
| 2026-03-02 | $105.41 | $21.08 | $0.16 | 3.1357 |
| Total | $2061.02 | $412.19 | $3.28 | 90.8766 |
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.