RBC Bearings Incorporated (RBC) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$30,336
Total Return
203.36%
CAGR
24.85%
Dividends
$455.41
Yield on Cost
4.55%
Rolling Returns
1-Month (21 Trading Days)
| Average | +2.30% |
| Median | +1.20% |
| Best | +33.33% |
| Worst | -18.16% |
| % of Windows Positive | 56.5% |
1-Year (252 Trading Days)
| Average | +25.03% |
| Median | +24.90% |
| Best | +95.46% |
| Worst | -15.94% |
| % of Windows Positive | 91.4% |
3-Year (756 Trading Days)
| Average | +84.73% |
| Median | +77.22% |
| Best | +186.11% |
| Worst | +21.55% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -35.30% |
| Average Drawdown | -9.34% |
| Drawdown Duration | 182 Trading Days |
| Sortino Ratio | 1.34 |
| Calmar Ratio | 0.70 |
| CVaR (5%) | -4.00% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +30.27% (+87.24% ann.) | +$3027.23 | $0.00 | $0.00 | $0.00 |
| 2025 | +49.91% | +$4990.64 | $0.00 | $0.00 | $0.00 |
| 2024 | +5.00% | +$500.19 | $0.00 | $0.00 | $0.00 |
| 2023 | +36.08% | +$3608.31 | $0.00 | $0.00 | $0.00 |
| 2022 | +4.09% | +$409.10 | $51.07 | $10.21 | $0.08 |
| 2021 | +16.32% | +$1631.79 | $464.56 | $92.91 | $0.74 |
| 2020 | +13.88% | +$1388.09 | $76.01 | $15.20 | $0.12 |
| 2019 | +21.53% | +$2152.76 | $90.23 | $18.05 | $0.14 |
| 2018 | +3.72% | +$371.84 | $0.00 | $0.00 | $0.00 |
| 2017 | +36.19% | +$3619.22 | $0.00 | $0.00 | $0.00 |
| 2016 | +43.69% | +$4369.10 | $0.00 | $0.00 | $0.00 |
| 2015 | +0.09% | +$9.30 | $0.00 | $0.00 | $0.00 |
| 2014 | -6.34% | $634.25 | $282.69 | $56.54 | $0.45 |
| 2013 | +41.30% | +$4130.22 | $0.00 | $0.00 | $0.00 |
| 2012 | +20.07% | +$2007.19 | $0.00 | $0.00 | $0.00 |
| 2011 | +6.70% | +$670.42 | $0.00 | $0.00 | $0.00 |
| 2010 | +60.62% | +$6062.48 | $0.00 | $0.00 | $0.00 |
| 2009 | +19.97% | +$1997.04 | $0.00 | $0.00 | $0.00 |
| 2008 | -53.34% | $5333.64 | $0.00 | $0.00 | $0.00 |
| 2007 | +51.64% | +$5163.99 | $0.00 | $0.00 | $0.00 |
| 2006 | +76.37% | +$7636.93 | $0.00 | $0.00 | $0.00 |
| 2005 partial | +6.42% (+17.35% ann.) | +$641.78 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| China-WTO / housing-credit / commodity boom partial | August 10, 2005 – October 9, 2007 | +170.66% | +58.46% | +$17066.14 | $0.00 | $0.00 | $0.00 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -69.85% | -57.21% | $6985.26 | $0.00 | $0.00 | $0.00 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +271.55% | +47.52% | +$27155.38 | $0.00 | $0.00 | $0.00 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +293.77% | +19.86% | +$29376.80 | $697.33 | $139.47 | $1.11 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -54.92% | -99.99% | $5491.54 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +28.41% | +49.53% | +$2840.57 | $90.25 | $18.05 | $0.14 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +41.89% | +39.37% | +$4189.37 | $568.58 | $113.72 | $0.91 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +21.50% | +22.97% | +$2149.83 | $68.94 | $13.79 | $0.11 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +19.55% | +10.11% | +$1954.73 | $0.00 | $0.00 | $0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +99.95% | +50.12% | +$9995.21 | $0.00 | $0.00 | $0.00 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2014-05-28 | $2.0000 | 3.20% |
| 2019-03-28 | $0.2800 | 0.22% |
| 2019-06-27 | $0.3000 | 0.19% |
| 2019-09-26 | $0.3000 | 0.18% |
| 2019-12-26 | $0.3000 | 0.19% |
| 2020-03-26 | $0.3000 | 0.24% |
| 2020-06-25 | $0.3000 | 0.23% |
| 2020-09-24 | $0.3000 | 0.26% |
| 2020-12-30 | $0.3000 | 0.17% |
| 2021-03-31 | $0.3000 | 0.16% |
| 2021-07-01 | $0.3300 | 0.17% |
| 2021-09-30 | $0.3300 | 0.15% |
| 2021-10-05 | $6.9900 | 3.23% |
| 2021-12-30 | $0.3300 | 0.16% |
| 2022-03-30 | $0.3300 | 0.17% |
| 2022-06-29 | $0.3500 | 0.19% |
| 2022-09-29 | $0.3500 | 0.16% |
| Total | 17 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 |
|---|---|---|---|---|
| 2021-07-01 | $16.57 | $3.31 | $0.03 | 0.0656 |
| 2021-09-30 | $16.59 | $3.32 | $0.03 | 0.0624 |
| 2021-10-05 | $351.87 | $70.37 | $0.56 | 1.3043 |
| 2021-12-30 | $17.04 | $3.41 | $0.03 | 0.0674 |
| 2022-03-30 | $17.06 | $3.41 | $0.03 | 0.0700 |
| 2022-06-29 | $18.12 | $3.62 | $0.03 | 0.0792 |
| 2022-09-29 | $18.15 | $3.63 | $0.03 | 0.0688 |
| Total | $455.41 | $91.08 | $0.73 | 1.7177 |
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.