Over the latest trailing 12-month period, total return cagr is +60.40%. The comparable SPY value is +23.65%. Year-to-date total return is +12.89%. Total return includes price appreciation and reinvested dividends.
Over longer horizons, Total Return CAGR averages 11.85% over 3 years and 2.70% over 5 years; the trailing 12 months came in at +60.40%. Total return includes dividends reinvested. The total return CAGR includes both price appreciation and dividends reinvested. This gives a more complete picture of the company's investment performance.
Vale S.A. (VALE)
Total Return growth vs the same quarter one year earlier, last 40 quarters.
Quarter-end value of $100 invested at the start of the available history, with dividends reinvested; the newest quarter may be quarter-to-date.
| Year | Total return for the year |
|---|---|
| 2026 (YTD) | +12.89% |
| 2025 | +66.42% |
| 2024 | -38.82% |
| 2023 | +1.67% |
| 2022 | +32.53% |
| 2021 | -2.05% |
| 2020 | +32.06% |
| 2019 | +2.70% |
| 2018 | +12.15% |
| 2017 | +67.55% |
| 2016 | +132.95% |
| 2015 | -57.65% |
| 2014 | -44.08% |
| 2013 | -23.20% |
| 2012 | +3.32% |
| 2011 | -33.92% |
| 2010 | +21.16% |
| 2009 | +145.43% |
| 2008 | -61.80% |
| 2007 | +122.63% |
| 2006 | +47.75% |
| 2005 | +46.76% |
| 2004 | +52.98% |
| 2003 | +108.18% |
| Quarter | QoQ | YoY |
|---|---|---|
| Q3 2026 (QTD) | -2.7% | +41.4% |
| Q2 2026 | -0.1% | +78.8% |
| Q1 2026 | +15.1% | +65.9% |
| Q4 2025 | +26.4% | +68.1% |
| Q3 2025 | +23.0% | +1.9% |
| Q2 2025 | -7.3% | -11.1% |
| Q1 2025 | +16.7% | -12.5% |
| Q4 2024 | -23.4% | -39.0% |
| Q3 2024 | +7.3% | -1.4% |
| Q2 2024 | -8.8% | -7.1% |
| Q1 2024 | -18.6% | -11.8% |
| Q4 2023 | +23.8% | +2.4% |
| Q3 2023 | +1.0% | +11.6% |
| Q2 2023 | -13.4% | -3.1% |
| Q1 2023 | -5.5% | -15.8% |
| Q4 2022 | +35.0% | +31.5% |
QoQ = change vs the prior quarter; YoY = change vs the same quarter a year earlier. The newest quarter is in progress (quarter-to-date).
