Zevia is a holding company. Through its subsidiary, Co. is a beverage company. Co. develops, markets, sells, and distributes a variety of carbonated and non-carbonated beverages under the Zevia® brand name that include an assortment of flavors across soda, energy drinks, organic teas, mixers, and Kidz drinks. Co.'s products are distributed and sold across the U.S. and Canada through a network of primary retailers (both brick-and-mortar and e-commerce), including grocery stores, natural products stores, warehouse clubs, and other outlets. Co.'s products are manufactured and maintained at third-party beverage production and warehousing facilities located in both the U.S. and Canada. The ZVIA YTD return is shown above.
The YTD Return on the ZVIA YTD return page and across the coverage universe of our site,
is a measure of the total return for a given investment year-to-date for the current calendar year
(up to the end of prior trading session). Arguably, choosing the current calendar year for a measurement
period is on the one hand completely arbitrary, but on the other hand a year-to-date look can be extremely
useful in the context of our country's tax system which taxes gains and income on a calendar year basis.
Thus, researching Year-To-Date Returns is good practice for investors — whether ZVIA YTD return or other benchmarks/peers
— and when doing so it is also important to factor in dividends, because a financial instrument's YTD return is
more than just the change in price if that instrument pays a dividend or coupon. Our website aims to empower investors
by performing the ZVIA YTD return calculation (with any dividends reinvested as applicable), and to provide a
coverage universe of many stocks and ETFs to be able to compare YTD returns.
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