Valvoline Inc. (VVV) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$12,170
Total Return
21.70%
CAGR
4.01%
Dividends
$311.27
Yield on Cost
3.11%

Rolling Returns

1-Month (21 Trading Days)
Average+0.51%
Median-0.58%
Best+26.47%
Worst-17.95%
% of Windows Positive46.5%
1-Year (252 Trading Days)
Average+3.37%
Median+2.87%
Best+46.26%
Worst-28.68%
% of Windows Positive55.7%
3-Year (756 Trading Days)
Average+18.63%
Median+18.15%
Best+55.92%
Worst-11.79%
% of Windows Positive82.8%

Risk Metrics

Maximum Drawdown -39.35%
Average Drawdown -14.59%
Drawdown Duration 442 Trading Days (Unrecovered)
Sortino Ratio 0.42
Calmar Ratio 0.10
CVaR (5%) -3.85%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +16.28% (+64.25% ann.) +$1627.67 $0.00 $0.00 $0.00
2025 -19.68% $1967.94 $0.00 $0.00 $0.00
2024 -3.73% $372.54 $0.00 $0.00 $0.00
2023 +15.10% +$1509.96 $0.00 $0.00 $0.00
2022 -11.35% $1134.67 $134.70 $26.94 $0.21
2021 +63.27% +$6327.04 $217.23 $43.45 $0.34
2020 +10.05% +$1005.46 $218.27 $43.65 $0.34
2019 +12.54% +$1254.02 $224.27 $44.85 $0.37
2018 -21.82% $2181.67 $132.68 $26.53 $0.20
2017 +17.47% +$1746.59 $103.56 $20.72 $0.15
2016 partial -6.75% (-22.92% ann.) $674.69 $21.21 $4.24 $0.03

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Secular stagnation / QE / low inflation / duration bull partial September 23, 2016 – February 19, 2020 -0.38% -0.11% $37.66 $455.19 $91.03 $0.71
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -59.05% -100.00% $5904.67 $50.40 $10.08 $0.08
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +85.33% +169.85% +$8532.59 $191.18 $38.24 $0.30
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +60.05% +56.23% +$6004.85 $283.21 $56.65 $0.44
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -9.13% -9.66% $912.91 $110.40 $22.08 $0.17
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +30.23% +15.31% +$3022.50 $39.46 $7.89 $0.06
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 21, 2026 -17.65% -11.51% $1764.57 $0.00 $0.00 $0.00

Dividend History

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

Date Per Share Yield %
2016-12-01 $0.0490 0.23%
2017-02-27 $0.0490 0.22%
2017-05-30 $0.0490 0.22%
2017-08-30 $0.0490 0.23%
2017-11-30 $0.0750 0.31%
2018-02-28 $0.0750 0.32%
2018-05-31 $0.0750 0.36%
2018-08-30 $0.0750 0.35%
2018-11-29 $0.1060 0.51%
2019-02-28 $0.1060 0.55%
2019-05-30 $0.1060 0.60%
2019-08-29 $0.1060 0.48%
2019-11-27 $0.1130 0.49%
2020-02-27 $0.1130 0.56%
2020-05-28 $0.1130 0.60%
2020-08-28 $0.1130 0.54%
2020-11-27 $0.1250 0.54%
2021-02-25 $0.1250 0.50%
2021-05-27 $0.1250 0.38%
2021-08-27 $0.1250 0.41%
2021-11-26 $0.1250 0.34%
2022-02-25 $0.1250 0.40%
2022-05-27 $0.1250 0.38%
2022-08-30 $0.1250 0.42%
2022-12-01 $0.1250 0.38%
Total 25 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
2021-05-27 $44.06 $8.82 $0.07 1.0712
2021-08-27 $44.19 $8.84 $0.07 1.1535
2021-11-26 $44.34 $8.87 $0.07 1.0068
2022-02-25 $44.46 $8.89 $0.07 1.0754
2022-05-27 $44.60 $8.92 $0.07 1.0626
2022-08-30 $44.73 $8.95 $0.07 1.2222
2022-12-01 $44.88 $8.98 $0.07 1.0939
Total $311.27 $62.26 $0.48 7.6857

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.

AWR

CAGR 9.25% Total 10930.10% Final $1,103,010
1973-02-21 — 2026-04-21
HNVR

CAGR 3.11% Total 12.86% Final $11,286
2022-05-11 — 2026-04-21
RLGT

CAGR 13.59% Total 1095.71% Final $119,571
2006-11-01 — 2026-04-21