Ermenegildo Zegna N.V. (ZGN) Stock Total Returns
Growth of $10,000 chart
2021-12-20 to 2026-04-21 to
$
%
%
Loading chart…
Investment Performance
Final Value
$11,705
Total Return
17.05%
CAGR
3.70%
Dividends
$446.60
Yield on Cost
4.47%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.69% |
| Median | +0.19% |
| Best | +34.72% |
| Worst | -25.56% |
| % of Windows Positive | 50.7% |
1-Year (252 Trading Days)
| Average | +2.04% |
| Median | +5.81% |
| Best | +88.58% |
| Worst | -53.76% |
| % of Windows Positive | 56.3% |
3-Year (756 Trading Days)
| Average | -13.18% |
| Median | -12.31% |
| Best | +7.98% |
| Worst | -40.15% |
| % of Windows Positive | 7.9% |
Risk Metrics
| Maximum Drawdown | -61.07% |
| Average Drawdown | -25.85% |
| Drawdown Duration | 674 Trading Days (Unrecovered) |
| Sortino Ratio | 0.43 |
| Calmar Ratio | 0.06 |
| CVaR (5%) | -5.43% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +18.44% (+74.52% ann.) | +$1843.90 | $0.00 | $0.00 | $0.00 |
| 2025 | +25.65% | +$2564.60 | $170.70 | $34.14 | $0.27 |
| 2024 | -27.96% | $2795.62 | $112.36 | $22.47 | $0.18 |
| 2023 | +11.28% | +$1128.36 | $104.11 | $20.82 | $0.16 |
| 2022 | +0.54% | +$54.44 | $89.69 | $17.93 | $0.14 |
| 2021 partial | -2.42% (-55.68% ann.) | $242.09 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Inflation shock / duration crash / aggressive tightening partial | December 20, 2021 – November 9, 2022 | +0.83% | +0.93% | +$82.78 | $87.52 | $17.50 | $0.14 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -9.92% | -5.48% | $992.46 | $218.10 | $43.62 | $0.35 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | +39.37% | +23.25% | +$3936.53 | $159.86 | $31.97 | $0.25 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2022-07-05 | $0.0940 | 0.85% |
| 2023-07-05 | $0.1090 | 0.87% |
| 2024-07-05 | $0.1300 | 1.12% |
| 2025-07-07 | $0.1410 | 1.54% |
| Total | 4 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-12-20 to 2026-04-21. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2022-07-05 | $87.52 | $17.50 | $0.14 | 5.9623 |
| 2023-07-05 | $102.14 | $20.43 | $0.16 | 6.5924 |
| 2024-07-05 | $122.67 | $24.53 | $0.20 | 8.6218 |
| 2025-07-07 | $134.27 | $26.85 | $0.21 | 11.9246 |
| Total | $446.60 | $89.31 | $0.71 | 33.1011 |
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.