Smith & Wesson Brands, Inc. (SWBI) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$9,664
Total Return
-3.36%
CAGR
-0.68%
Dividends
$1,339.80
Yield on Cost
13.40%

Rolling Returns

1-Month (21 Trading Days)
Average+0.66%
Median+0.10%
Best+62.46%
Worst-32.42%
% of Windows Positive50.4%
1-Year (252 Trading Days)
Average-7.65%
Median-15.72%
Best+77.09%
Worst-61.76%
% of Windows Positive37.2%
3-Year (756 Trading Days)
Average-16.96%
Median-28.92%
Best+54.64%
Worst-57.64%
% of Windows Positive24.8%

Risk Metrics

Maximum Drawdown -75.57%
Average Drawdown -57.32%
Drawdown Duration 1204 Trading Days (Unrecovered)
Sortino Ratio 0.33
Calmar Ratio -0.01
CVaR (5%) -6.48%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +51.96% (+296.31% ann.) +$5196.47 $131.71 $26.34 $0.21
2025 +2.00% +$199.63 $523.13 $104.63 $0.84
2024 -23.14% $2314.10 $379.80 $75.96 $0.61
2023 +60.89% +$6088.95 $536.08 $107.22 $0.86
2022 -49.89% $4988.77 $215.27 $43.05 $0.34
2021 +1.34% +$134.10 $163.97 $32.79 $0.26
2020 +150.05% +$15004.68 $140.37 $28.07 $0.22
2019 -27.84% $2783.83 $0.00 $0.00 $0.00
2018 +0.16% +$15.58 $0.00 $0.00 $0.00
2017 -39.09% $3908.92 $0.00 $0.00 $0.00
2016 -4.09% $409.46 $0.00 $0.00 $0.00
2015 +132.10% +$13210.14 $0.00 $0.00 $0.00
2014 -29.80% $2979.99 $0.00 $0.00 $0.00
2013 +59.83% +$5983.41 $0.00 $0.00 $0.00
2012 +93.58% +$9357.80 $0.00 $0.00 $0.00
2011 +16.58% +$1657.75 $0.00 $0.00 $0.00
2010 -8.56% $855.75 $0.00 $0.00 $0.00
2009 +80.18% +$8017.62 $0.00 $0.00 $0.00
2008 -62.79% $6278.69 $0.00 $0.00 $0.00
2007 -41.01% $4100.58 $0.00 $0.00 $0.00
2006 +163.10% +$16310.44 $0.00 $0.00 $0.00
2005 +124.57% +$12457.14 $0.00 $0.00 $0.00
2004 -2.23% $223.46 $0.00 $0.00 $0.00
2003 -5.79% $578.94 $0.00 $0.00 $0.00
2002 +137.50% +$13749.98 $0.00 $0.00 $0.00
2001 +326.67% +$32666.61 $0.00 $0.00 $0.00
2000 -76.92% $7692.31 $0.00 $0.00 $0.00
1999 partial -23.53% (-51.35% ann.) $2352.93 $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 August 17, 1999 – March 10, 2000 +76.47% +173.76% +$7647.07 $0.00 $0.00 $0.00
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 -41.16% -18.62% $4116.13 $0.00 $0.00 $0.00
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +1650.42% +77.34% +$165041.97 $0.00 $0.00 $0.00
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -79.12% -67.00% $7911.88 $0.00 $0.00 $0.00
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +120.85% +26.45% +$12085.31 $0.00 $0.00 $0.00
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +10.38% +1.31% +$1038.42 $0.00 $0.00 $0.00
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -17.53% -88.92% $1753.25 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +183.14% +433.70% +$18314.49 $80.61 $16.12 $0.13
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +41.86% +39.34% +$4186.37 $165.07 $33.01 $0.26
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -51.05% -53.17% $5105.49 $159.29 $31.86 $0.26
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +18.41% +9.55% +$1841.48 $709.12 $141.82 $1.13
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 21, 2026 +20.21% +12.29% +$2020.70 $706.58 $141.32 $1.13

Dividend History

Annual Dividends Per Share
TTM Yield
Consecutive Years Paid
current
Consecutive Years of Growth
current

Date Per Share Yield %
2020-09-16 $0.0500 0.30%
2020-12-16 $0.0500 0.29%
2021-03-16 $0.0500 0.27%
2021-06-30 $0.0800 0.25%
2021-09-13 $0.0800 0.38%
2021-12-15 $0.0800 0.45%
2022-03-16 $0.0800 0.51%
2022-07-06 $0.1000 0.71%
2022-09-21 $0.1000 0.93%
2022-12-19 $0.1000 1.17%
2023-03-15 $0.1000 0.91%
2023-07-12 $0.1200 0.90%
2023-09-20 $0.1200 1.02%
2023-12-20 $0.1200 0.89%
2024-03-20 $0.1200 0.67%
2024-07-11 $0.1300 0.92%
2024-09-19 $0.1300 0.98%
2024-12-19 $0.1300 1.22%
2025-03-20 $0.1300 1.32%
2025-07-07 $0.1300 1.46%
2025-09-18 $0.1300 1.38%
2025-12-18 $0.1300 1.23%
2026-03-19 $0.1300 0.93%
Total 23 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
2021-06-30 $44.84 $8.97 $0.07 1.0318
2021-09-13 $44.93 $8.99 $0.07 1.7178
2021-12-15 $45.06 $9.01 $0.07 1.9845
2022-03-16 $45.22 $9.04 $0.07 2.2205
2022-07-06 $56.75 $11.35 $0.09 3.4221
2022-09-21 $57.09 $11.42 $0.09 4.5175
2022-12-19 $57.54 $11.51 $0.09 5.4693
2023-03-15 $58.09 $11.62 $0.09 4.2163
2023-07-12 $70.21 $14.04 $0.11 4.1960
2023-09-20 $70.72 $14.14 $0.11 4.7090
2023-12-20 $71.28 $14.26 $0.11 4.2377
2024-03-20 $71.79 $14.36 $0.12 3.2111
2024-07-11 $78.19 $15.64 $0.13 4.3871
2024-09-19 $78.76 $15.75 $0.13 4.6511
2024-12-19 $79.37 $15.87 $0.13 6.2185
2025-03-20 $80.17 $16.04 $0.13 6.7239
2025-07-07 $81.05 $16.21 $0.13 7.5419
2025-09-18 $82.03 $16.41 $0.13 6.9012
2025-12-18 $82.93 $16.59 $0.13 6.4405
2026-03-19 $83.76 $16.75 $0.13 4.7130
Total $1339.80 $267.96 $2.14 88.5107

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.

ORRF

CAGR 5.66% Total 340.46% Final $44,047
1999-05-13 — 2026-04-21
ACA

CAGR 20.48% Total 301.26% Final $40,126
2018-11-05 — 2026-04-21
FCF

CAGR 6.48% Total 737.40% Final $83,740
1992-06-10 — 2026-04-21