Vertex, Inc. (VERX) Stock Total Returns
Growth of $10,000 chart
2021-04-21 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$5,654
Total Return
-43.46%
CAGR
-10.78%
Dividends
$0.00
Yield on Cost
0.00%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.22% |
| Median | +0.38% |
| Best | +46.97% |
| Worst | -46.21% |
| % of Windows Positive | 51.2% |
1-Year (252 Trading Days)
| Average | +22.64% |
| Median | +29.28% |
| Best | +141.60% |
| Worst | -77.92% |
| % of Windows Positive | 59.8% |
3-Year (756 Trading Days)
| Average | +112.11% |
| Median | +92.92% |
| Best | +344.93% |
| Worst | -49.10% |
| % of Windows Positive | 90.4% |
Risk Metrics
| Maximum Drawdown | -81.68% |
| Average Drawdown | -27.17% |
| Drawdown Duration | 307 Trading Days (Unrecovered) |
| Sortino Ratio | 0.08 |
| Calmar Ratio | -0.13 |
| CVaR (5%) | -7.51% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -37.41% (-78.60% ann.) | $3740.61 | $0.00 | $0.00 | $0.00 |
| 2025 | -62.57% | $6256.80 | $0.00 | $0.00 | $0.00 |
| 2024 | +98.03% | +$9803.26 | $0.00 | $0.00 | $0.00 |
| 2023 | +85.67% | +$8566.51 | $0.00 | $0.00 | $0.00 |
| 2022 | -8.57% | $856.96 | $0.00 | $0.00 | $0.00 |
| 2021 | -54.46% | $5446.20 | $0.00 | $0.00 | $0.00 |
| 2020 partial | +45.63% (+142.50% ann.) | +$4563.31 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Policy bazooka / monetary euphoria partial | July 29, 2020 – November 6, 2020 | +18.39% | +85.24% | +$1838.70 | $0.00 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | -32.34% | -30.97% | $3233.57 | $0.00 | $0.00 | $0.00 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -11.87% | -12.56% | $1187.09 | $0.00 | $0.00 | $0.00 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +94.30% | +43.10% | +$9429.80 | $0.00 | $0.00 | $0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | -65.64% | -48.97% | $6564.04 | $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.