NerdWallet, Inc. (NRDS) Stock Total Returns

Growth of $10,000 chart

2021-11-04 to 2026-04-14
to
$
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Investment Performance

Final Value
$3,813
Total Return
-61.87%
CAGR
-19.52%
Dividends
$0.00
Yield on Cost
0.00%

Rolling Returns

1-Month (21 Trading Days)
Average+0.47%
Median-0.64%
Best+84.60%
Worst-47.67%
% of Windows Positive48.3%
1-Year (252 Trading Days)
Average+3.03%
Median-5.62%
Best+125.24%
Worst-53.11%
% of Windows Positive42.6%
3-Year (756 Trading Days)
Average-2.50%
Median-2.07%
Best+53.39%
Worst-52.89%
% of Windows Positive46.2%

Risk Metrics

Maximum Drawdown -77.00%
Average Drawdown -56.80%
Drawdown Duration 1112 Trading Days (Unrecovered)
Sortino Ratio 0.02
Calmar Ratio -0.25
CVaR (5%) -9.09%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -20.37% (-55.06% ann.) $2036.91 $0.00 $0.00 $0.00
2025 +1.88% +$187.97 $0.00 $0.00 $0.00
2024 -9.65% $964.66 $0.00 $0.00 $0.00
2023 +53.33% +$5333.31 $0.00 $0.00 $0.00
2022 -38.26% $3826.36 $0.00 $0.00 $0.00
2021 partial -45.05% (-97.84% ann.) $4505.30 $0.00 $0.00 $0.00

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Reopening reflation / fiscal boom / supply bottlenecks partial November 4, 2021 – November 29, 2021 -27.03% -99.00% $2703.18 $0.00 $0.00 $0.00
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -29.04% -30.53% $2903.76 $0.00 $0.00 $0.00
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -1.80% -0.98% $180.32 $0.00 $0.00 $0.00
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 -15.97% -10.50% $1596.57 $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.

PINS

CAGR -3.73% Total -23.36% Final $7,664
2019-04-18 — 2026-04-14
ALGT

CAGR 7.73% Total 322.50% Final $42,250
2006-12-08 — 2026-04-14
FSUN

CAGR 13.93% Total 61.92% Final $16,192
2022-08-03 — 2026-04-14