Navigator Holdings Ltd. (NVGS) Stock Total Returns
Growth of $10,000 chart
2021-04-21 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$20,884
Total Return
108.84%
CAGR
15.87%
Dividends
$598.38
Yield on Cost
5.98%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.41% |
| Median | +0.91% |
| Best | +34.29% |
| Worst | -28.70% |
| % of Windows Positive | 56.2% |
1-Year (252 Trading Days)
| Average | +16.16% |
| Median | +14.77% |
| Best | +86.08% |
| Worst | -29.64% |
| % of Windows Positive | 83.9% |
3-Year (756 Trading Days)
| Average | +52.56% |
| Median | +51.00% |
| Best | +107.88% |
| Worst | -12.23% |
| % of Windows Positive | 97.2% |
Risk Metrics
| Maximum Drawdown | -38.99% |
| Average Drawdown | -12.37% |
| Drawdown Duration | 346 Trading Days |
| Sortino Ratio | 0.87 |
| Calmar Ratio | 0.41 |
| CVaR (5%) | -5.00% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +17.38% (+69.45% ann.) | +$1738.34 | $40.42 | $8.08 | $0.07 |
| 2025 | +14.11% | +$1411.05 | $143.97 | $28.81 | $0.25 |
| 2024 | +6.55% | +$654.98 | $137.95 | $27.58 | $0.24 |
| 2023 | +22.35% | +$2235.11 | $83.71 | $16.72 | $0.15 |
| 2022 | +34.84% | +$3483.64 | $0.00 | $0.00 | $0.00 |
| 2021 | -19.00% | $1899.54 | $0.00 | $0.00 | $0.00 |
| 2020 | -18.71% | $1870.82 | $0.00 | $0.00 | $0.00 |
| 2019 | +43.30% | +$4329.79 | $0.00 | $0.00 | $0.00 |
| 2018 | -4.57% | $456.84 | $0.00 | $0.00 | $0.00 |
| 2017 | +5.91% | +$591.39 | $0.00 | $0.00 | $0.00 |
| 2016 | -31.87% | $3186.82 | $0.00 | $0.00 | $0.00 |
| 2015 | -35.19% | $3518.51 | $0.00 | $0.00 | $0.00 |
| 2014 | -21.83% | $2182.63 | $0.00 | $0.00 | $0.00 |
| 2013 | -23.03% | $2302.85 | $0.00 | $0.00 | $0.00 |
| 2012 | +23.89% | +$2389.37 | $0.00 | $0.00 | $0.00 |
| 2011 | +76.56% | +$7656.27 | $0.00 | $0.00 | $0.00 |
| 2010 | -20.00% | $2000.01 | $0.00 | $0.00 | $0.00 |
| 2009 | -46.31% | $4630.87 | $0.00 | $0.00 | $0.00 |
| 2008 | -1.97% | $197.37 | $0.00 | $0.00 | $0.00 |
| 2007 partial | +28.25% (+29.08% ann.) | +$2824.84 | $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 | January 9, 2007 – October 9, 2007 | +29.94% | +41.96% | +$2993.59 | $0.00 | $0.00 | $0.00 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -68.83% | -56.18% | $6883.12 | $0.00 | $0.00 | $0.00 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +141.67% | +29.87% | +$14166.67 | $0.00 | $0.00 | $0.00 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | -60.86% | -11.66% | $6086.20 | $0.00 | $0.00 | $0.00 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -62.65% | -100.00% | $6265.37 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +29.29% | +51.18% | +$2928.84 | $0.00 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +10.19% | +9.65% | +$1019.30 | $0.00 | $0.00 | $0.00 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +37.46% | +40.19% | +$3745.87 | $0.00 | $0.00 | $0.00 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +29.31% | +14.87% | +$2930.60 | $201.22 | $40.21 | $0.36 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | +28.67% | +17.20% | +$2866.75 | $213.82 | $42.77 | $0.37 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2023-09-07 | $0.0500 | 0.36% |
| 2023-12-06 | $0.0500 | 0.35% |
| 2024-04-03 | $0.0500 | 0.33% |
| 2024-06-04 | $0.0500 | 0.29% |
| 2024-09-03 | $0.0500 | 0.30% |
| 2024-11-25 | $0.0500 | 0.31% |
| 2025-03-24 | $0.0500 | 0.36% |
| 2025-05-29 | $0.0500 | 0.35% |
| 2025-08-28 | $0.0500 | 0.31% |
| 2025-11-25 | $0.0700 | 0.39% |
| 2026-03-23 | $0.0700 | 0.39% |
| Total | 11 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 |
|---|---|---|---|---|
| 2023-09-07 | $49.99 | $9.99 | $0.09 | 2.9224 |
| 2023-12-06 | $50.13 | $10.01 | $0.09 | 2.7959 |
| 2024-04-03 | $50.28 | $10.04 | $0.09 | 2.5605 |
| 2024-06-04 | $50.40 | $10.07 | $0.09 | 2.3916 |
| 2024-09-03 | $50.52 | $10.10 | $0.09 | 2.5232 |
| 2024-11-25 | $50.67 | $10.13 | $0.09 | 2.5470 |
| 2025-03-24 | $50.79 | $10.16 | $0.09 | 2.9109 |
| 2025-05-29 | $50.93 | $10.19 | $0.09 | 2.8239 |
| 2025-08-28 | $51.08 | $10.22 | $0.09 | 2.5406 |
| 2025-11-25 | $71.67 | $14.34 | $0.12 | 3.2170 |
| 2026-03-23 | $71.91 | $14.37 | $0.12 | 3.0832 |
| Total | $598.38 | $119.65 | $1.04 | 30.3162 |
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.