Rafael Holdings, Inc. (RFL) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$291
Total Return
-97.09%
CAGR
-50.70%
Dividends
$0.00
Yield on Cost
0.00%

Rolling Returns

1-Month (21 Trading Days)
Average-3.66%
Median-3.23%
Best+96.55%
Worst-81.85%
% of Windows Positive38.4%
1-Year (252 Trading Days)
Average-21.55%
Median-15.29%
Best+90.13%
Worst-96.96%
% of Windows Positive28.5%
3-Year (756 Trading Days)
Average-46.43%
Median-36.07%
Best+55.37%
Worst-97.77%
% of Windows Positive3.0%

Risk Metrics

Maximum Drawdown -98.15%
Average Drawdown -91.03%
Drawdown Duration 1229 Trading Days (Unrecovered)
Sortino Ratio -0.72
Calmar Ratio -0.52
CVaR (5%) -9.55%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +14.41% (+37.60% ann.) +$1440.65 $0.00 $0.00 $0.00
2025 -27.48% $2748.36 $0.00 $0.00 $0.00
2024 -9.84% $983.59 $0.00 $0.00 $0.00
2023 -2.14% $213.92 $0.00 $0.00 $0.00
2022 -63.33% $6333.33 $0.00 $0.00 $0.00
2021 -78.13% $7813.04 $0.00 $0.00 $0.00
2020 +30.72% +$3071.75 $0.00 $0.00 $0.00
2019 +124.97% +$12496.85 $0.00 $0.00 $0.00
2018 partial +61.84% (+87.81% ann.) +$6183.67 $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 March 27, 2018 – February 19, 2020 +318.78% +112.49% +$31877.55 $0.00 $0.00 $0.00
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -47.46% -99.94% $4746.01 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +35.62% +63.27% +$3561.97 $0.00 $0.00 $0.00
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 -68.69% -66.77% $6869.24 $0.00 $0.00 $0.00
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -67.58% -69.76% $6757.74 $0.00 $0.00 $0.00
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -13.04% -7.26% $1304.33 $0.00 $0.00 $0.00
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – June 3, 2026 -17.54% -10.69% $1753.64 $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.

AN

CAGR 12.56% Total 7027.23% Final $712,723
1990-05-11 — 2026-06-03
GLIBK

CAGR -37.05% Total -33.92% Final $6,608
2025-07-11 — 2026-06-03
PRG

CAGR 9.11% Total 4359.66% Final $445,966
1982-11-04 — 2026-06-03