Ultragenyx Pharmaceutical Inc. (RARE) Stock Total Returns

Growth of $10,000 chart

2021-06-03 to 2026-06-03
to
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Investment Performance

Final Value
$2,375
Total Return
-76.25%
CAGR
-24.99%
Dividends
$0.00
Yield on Cost
0.00%

Rolling Returns

1-Month (21 Trading Days)
Average-1.32%
Median-2.31%
Best+36.57%
Worst-41.59%
% of Windows Positive42.3%
1-Year (252 Trading Days)
Average-18.32%
Median-23.47%
Best+77.31%
Worst-58.86%
% of Windows Positive24.0%
3-Year (756 Trading Days)
Average-39.45%
Median-41.29%
Best+2.97%
Worst-62.04%
% of Windows Positive0.8%

Risk Metrics

Maximum Drawdown -82.02%
Average Drawdown -53.16%
Drawdown Duration 1248 Trading Days (Unrecovered)
Sortino Ratio -0.33
Calmar Ratio -0.30
CVaR (5%) -7.94%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -2.57% (-5.98% ann.) $256.53 $0.00 $0.00 $0.00
2025 -45.33% $4532.92 $0.00 $0.00 $0.00
2024 -12.02% $1202.42 $0.00 $0.00 $0.00
2023 +3.22% +$321.60 $0.00 $0.00 $0.00
2022 -44.90% $4490.43 $0.00 $0.00 $0.00
2021 -39.25% $3925.45 $0.00 $0.00 $0.00
2020 +224.12% +$22411.60 $0.00 $0.00 $0.00
2019 -1.77% $177.08 $0.00 $0.00 $0.00
2018 -6.25% $625.28 $0.00 $0.00 $0.00
2017 -34.03% $3403.50 $0.00 $0.00 $0.00
2016 -37.32% $3732.39 $0.00 $0.00 $0.00
2015 +155.65% +$15565.18 $0.00 $0.00 $0.00
2014 partial +3.86% (+4.23% ann.) +$385.80 $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 January 31, 2014 – February 19, 2020 +45.68% +6.42% +$4568.05 $0.00 $0.00 $0.00
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -37.34% -99.52% $3733.77 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +168.55% +390.12% +$16854.66 $0.00 $0.00 $0.00
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 -35.18% -33.73% $3518.29 $0.00 $0.00 $0.00
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -55.18% -57.35% $5517.74 $0.00 $0.00 $0.00
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +55.64% +26.96% +$5564.14 $0.00 $0.00 $0.00
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – June 3, 2026 -61.16% -42.56% $6116.12 $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.

HCSG

CAGR 11.54% Total 10268.63% Final $1,036,863
1983-11-29 — 2026-06-03
RCKY

CAGR 4.21% Total 294.90% Final $39,490
1993-02-03 — 2026-06-03
ASTS

CAGR 43.96% Total 1002.66% Final $110,266
2019-11-01 — 2026-06-03