National Research Corporation (NRC) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$4,393
Total Return
-56.07%
CAGR
-15.17%
Dividends
$830.55
Yield on Cost
8.31%
Rolling Returns
1-Month (21 Trading Days)
| Average | -0.46% |
| Median | -1.16% |
| Best | +57.79% |
| Worst | -44.51% |
| % of Windows Positive | 45.3% |
1-Year (252 Trading Days)
| Average | -14.11% |
| Median | -15.55% |
| Best | +77.51% |
| Worst | -69.13% |
| % of Windows Positive | 34.6% |
3-Year (756 Trading Days)
| Average | -55.90% |
| Median | -55.46% |
| Best | -39.75% |
| Worst | -72.90% |
| % of Windows Positive | 0.0% |
Risk Metrics
| Maximum Drawdown | -80.03% |
| Average Drawdown | -39.65% |
| Drawdown Duration | 1198 Trading Days (Unrecovered) |
| Sortino Ratio | -0.27 |
| Calmar Ratio | -0.19 |
| CVaR (5%) | -6.14% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +2.19% (+5.28% ann.) | +$219.49 | $85.24 | $17.05 | $0.14 |
| 2025 | +9.33% | +$933.16 | $298.06 | $59.61 | $0.48 |
| 2024 | -54.67% | $5467.46 | $121.94 | $24.39 | $0.19 |
| 2023 | +8.89% | +$888.82 | $399.53 | $79.91 | $0.64 |
| 2022 | -8.60% | $860.37 | $203.60 | $40.72 | $0.33 |
| 2021 | -2.04% | $204.08 | $112.63 | $22.53 | $0.19 |
| 2020 | -34.93% | $3492.59 | $31.85 | $6.37 | $0.05 |
| 2019 | +74.95% | +$7494.66 | $205.55 | $41.11 | $0.34 |
| 2018 | +4.73% | +$472.90 | $305.18 | $61.03 | $0.49 |
| 2017 | +98.55% | +$9854.69 | $211.60 | $42.32 | $0.33 |
| 2016 | +20.53% | +$2052.87 | $213.44 | $42.68 | $0.35 |
| 2015 | +18.40% | +$1840.40 | $446.96 | $89.39 | $0.73 |
| 2014 | -25.41% | $2540.97 | $31.88 | $6.38 | $0.05 |
| 2013 partial | -5.90% (-9.52% ann.) | $590.00 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Secular stagnation / QE / low inflation / duration bull partial | May 23, 2013 – February 19, 2020 | +279.86% | +21.89% | +$27986.13 | $1768.14 | $353.60 | $2.86 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -39.90% | -99.70% | $3990.24 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +17.98% | +30.48% | +$1798.15 | $46.34 | $9.27 | $0.08 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | -27.25% | -26.05% | $2725.03 | $64.15 | $12.83 | $0.11 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -2.59% | -2.74% | $258.64 | $211.04 | $42.21 | $0.34 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -43.37% | -26.42% | $4336.91 | $460.97 | $92.19 | $0.73 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -8.79% | -5.25% | $878.75 | $429.64 | $85.93 | $0.69 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2014-12-29 | $0.0600 | 0.43% |
| 2015-03-27 | $0.0600 | 0.42% |
| 2015-06-26 | $0.0600 | 0.42% |
| 2015-09-28 | $0.0600 | 0.50% |
| 2015-12-29 | $0.4400 | 2.66% |
| 2016-03-29 | $0.0800 | 0.54% |
| 2016-06-28 | $0.0800 | 0.59% |
| 2016-09-28 | $0.0800 | 0.51% |
| 2016-12-28 | $0.1000 | 0.55% |
| 2017-03-29 | $0.1000 | 0.50% |
| 2017-06-28 | $0.1000 | 0.37% |
| 2017-09-28 | $0.1000 | 0.26% |
| 2017-12-28 | $0.1000 | 0.27% |
| 2018-03-28 | $0.1000 | 0.35% |
| 2018-06-28 | $0.1700 | 0.46% |
| 2018-09-27 | $0.1700 | 0.44% |
| 2018-12-28 | $0.6900 | 1.78% |
| 2019-03-28 | $0.1900 | 0.49% |
| 2019-06-27 | $0.1900 | 0.35% |
| 2019-09-27 | $0.1900 | 0.32% |
| 2019-12-30 | $0.2100 | 0.32% |
| 2020-03-30 | $0.2100 | 0.50% |
| 2021-04-16 | $0.1200 | 0.25% |
| 2021-06-29 | $0.1200 | 0.26% |
| 2021-09-29 | $0.1200 | 0.27% |
| 2021-12-29 | $0.1200 | 0.28% |
| 2022-03-30 | $0.2400 | 0.60% |
| 2022-06-29 | $0.2400 | 0.61% |
| 2022-09-29 | $0.2400 | 0.59% |
| 2022-12-29 | $0.1200 | 0.32% |
| 2023-03-30 | $0.1200 | 0.27% |
| 2023-06-29 | $0.1200 | 0.28% |
| 2023-09-15 | $1.0000 | 2.17% |
| 2023-09-28 | $0.1200 | 0.27% |
| 2023-12-28 | $0.1200 | 0.30% |
| 2024-03-27 | $0.1200 | 0.30% |
| 2024-06-28 | $0.1200 | 0.52% |
| 2024-09-27 | $0.1200 | 0.54% |
| 2024-12-27 | $0.1200 | 0.67% |
| 2025-03-28 | $0.1200 | 0.85% |
| 2025-06-27 | $0.1200 | 0.74% |
| 2025-09-26 | $0.1200 | 0.87% |
| 2025-12-26 | $0.1600 | 0.85% |
| 2026-03-27 | $0.1600 | 0.91% |
| Total | 44 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-06-03 to 2026-06-03. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-06-29 | $25.03 | $5.01 | $0.04 | 0.4314 |
| 2021-09-29 | $25.08 | $5.02 | $0.04 | 0.4637 |
| 2021-12-29 | $25.13 | $5.03 | $0.04 | 0.4758 |
| 2022-03-30 | $50.38 | $10.07 | $0.08 | 1.0351 |
| 2022-06-29 | $50.63 | $10.13 | $0.08 | 1.0538 |
| 2022-09-29 | $50.88 | $10.18 | $0.08 | 1.0068 |
| 2022-12-29 | $25.56 | $5.11 | $0.04 | 0.5498 |
| 2023-03-30 | $25.63 | $5.13 | $0.04 | 0.4796 |
| 2023-06-29 | $25.68 | $5.14 | $0.04 | 0.4687 |
| 2023-09-15 | $214.51 | $42.90 | $0.34 | 3.7477 |
| 2023-09-28 | $26.19 | $5.24 | $0.04 | 0.4694 |
| 2023-12-28 | $26.25 | $5.25 | $0.04 | 0.5318 |
| 2024-03-27 | $26.31 | $5.26 | $0.04 | 0.5332 |
| 2024-06-28 | $26.37 | $5.28 | $0.04 | 0.9176 |
| 2024-09-27 | $26.49 | $5.30 | $0.04 | 0.9445 |
| 2024-12-27 | $26.60 | $5.32 | $0.04 | 1.2184 |
| 2025-03-28 | $26.75 | $5.35 | $0.04 | 1.6540 |
| 2025-06-27 | $26.95 | $5.39 | $0.04 | 1.2905 |
| 2025-09-26 | $27.10 | $5.42 | $0.05 | 1.6267 |
| 2025-12-26 | $36.39 | $7.28 | $0.06 | 1.5571 |
| 2026-03-27 | $36.64 | $7.33 | $0.06 | 1.7078 |
| Total | $830.55 | $166.11 | $1.33 | 22.1633 |
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.