NerdWallet, Inc. (NRDS) Stock Total Returns

Growth of $10,000 chart

2021-11-04 to 2026-06-03
to
$
%
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Investment Performance

Final Value
$2,834
Total Return
-71.66%
CAGR
-24.08%
Dividends
$0.00
Yield on Cost
0.00%

Rolling Returns

1-Month (21 Trading Days)
Average+0.16%
Median-0.67%
Best+84.60%
Worst-47.67%
% of Windows Positive48.2%
1-Year (252 Trading Days)
Average+2.88%
Median-5.64%
Best+125.24%
Worst-53.11%
% of Windows Positive42.9%
3-Year (756 Trading Days)
Average-3.71%
Median-5.01%
Best+53.39%
Worst-52.89%
% of Windows Positive42.1%

Risk Metrics

Maximum Drawdown -77.00%
Average Drawdown -57.09%
Drawdown Duration 1147 Trading Days (Unrecovered)
Sortino Ratio -0.12
Calmar Ratio -0.31
CVaR (5%) -9.14%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -40.81% (-71.17% ann.) $4081.19 $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

about
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 – June 3, 2026 -37.54% -24.11% $3753.90 $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.

RNA

CAGR -51.88% Total -17.49% Final $8,251
2026-02-27 — 2026-06-03
BAC

CAGR 6.44% Total 2676.63% Final $277,663
1973-02-21 — 2026-06-03
HTLD

CAGR 10.31% Total 4754.54% Final $485,454
1986-11-05 — 2026-06-03