WEX Inc. (WEX) Stock Total Returns
Growth of $10,000 chart
2021-04-21 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$7,923
Total Return
-20.77%
CAGR
-4.55%
Dividends
$0.00
Yield on Cost
0.00%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.05% |
| Median | +0.90% |
| Best | +29.31% |
| Worst | -31.60% |
| % of Windows Positive | 52.9% |
1-Year (252 Trading Days)
| Average | -0.86% |
| Median | -0.51% |
| Best | +52.29% |
| Worst | -52.29% |
| % of Windows Positive | 49.0% |
3-Year (756 Trading Days)
| Average | -0.49% |
| Median | -3.98% |
| Best | +48.69% |
| Worst | -36.41% |
| % of Windows Positive | 41.1% |
Risk Metrics
| Maximum Drawdown | -53.15% |
| Average Drawdown | -25.82% |
| Drawdown Duration | 512 Trading Days (Unrecovered) |
| Sortino Ratio | 0.07 |
| Calmar Ratio | -0.09 |
| CVaR (5%) | -5.28% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +19.16% (+78.06% ann.) | +$1916.37 | $0.00 | $0.00 | $0.00 |
| 2025 | -15.02% | $1502.40 | $0.00 | $0.00 | $0.00 |
| 2024 | -9.88% | $988.43 | $0.00 | $0.00 | $0.00 |
| 2023 | +18.88% | +$1888.18 | $0.00 | $0.00 | $0.00 |
| 2022 | +16.57% | +$1656.81 | $0.00 | $0.00 | $0.00 |
| 2021 | -31.02% | $3102.25 | $0.00 | $0.00 | $0.00 |
| 2020 | -2.83% | $283.11 | $0.00 | $0.00 | $0.00 |
| 2019 | +49.55% | +$4955.02 | $0.00 | $0.00 | $0.00 |
| 2018 | -0.83% | $82.84 | $0.00 | $0.00 | $0.00 |
| 2017 | +26.55% | +$2655.02 | $0.00 | $0.00 | $0.00 |
| 2016 | +26.24% | +$2624.43 | $0.00 | $0.00 | $0.00 |
| 2015 | -10.63% | $1063.48 | $0.00 | $0.00 | $0.00 |
| 2014 | -0.11% | $11.11 | $0.00 | $0.00 | $0.00 |
| 2013 | +31.39% | +$3139.18 | $0.00 | $0.00 | $0.00 |
| 2012 | +38.85% | +$3885.41 | $0.00 | $0.00 | $0.00 |
| 2011 | +18.00% | +$1800.00 | $0.00 | $0.00 | $0.00 |
| 2010 | +44.38% | +$4438.16 | $0.00 | $0.00 | $0.00 |
| 2009 | +152.86% | +$15285.72 | $0.00 | $0.00 | $0.00 |
| 2008 | -64.50% | $6449.71 | $0.00 | $0.00 | $0.00 |
| 2007 | +13.86% | +$1385.95 | $0.00 | $0.00 | $0.00 |
| 2006 | +41.68% | +$4168.18 | $0.00 | $0.00 | $0.00 |
| 2005 partial | +28.66% (+33.68% ann.) | +$2865.50 | $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 | February 16, 2005 – October 9, 2007 | +124.74% | +35.87% | +$12473.68 | $0.00 | $0.00 | $0.00 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -64.02% | -51.50% | $6401.87 | $0.00 | $0.00 | $0.00 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +318.48% | +52.81% | +$31848.26 | $0.00 | $0.00 | $0.00 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +264.81% | +18.65% | +$26481.36 | $0.00 | $0.00 | $0.00 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -64.60% | -100.00% | $6460.26 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +41.52% | +74.86% | +$4152.48 | $0.00 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | -23.80% | -22.73% | $2380.12 | $0.00 | $0.00 | $0.00 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +20.87% | +22.29% | +$2086.70 | $0.00 | $0.00 | $0.00 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +22.57% | +11.60% | +$2256.74 | $0.00 | $0.00 | $0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | -12.31% | -7.94% | $1230.92 | $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.