Rocket Companies, Inc. (RKT) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$7,363
Total Return
-26.37%
CAGR
-5.94%
Dividends
$952.18
Yield on Cost
9.52%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.75% |
| Median | -1.41% |
| Best | +66.48% |
| Worst | -33.07% |
| % of Windows Positive | 47.0% |
1-Year (252 Trading Days)
| Average | +15.80% |
| Median | +11.74% |
| Best | +141.58% |
| Worst | -65.08% |
| % of Windows Positive | 65.2% |
3-Year (756 Trading Days)
| Average | +64.72% |
| Median | +60.24% |
| Best | +231.92% |
| Worst | -29.96% |
| % of Windows Positive | 81.0% |
Risk Metrics
| Maximum Drawdown | -69.21% |
| Average Drawdown | -37.56% |
| Drawdown Duration | 807 Trading Days |
| Sortino Ratio | 0.23 |
| Calmar Ratio | -0.09 |
| CVaR (5%) | -7.02% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -33.16% (-61.54% ann.) | $3316.12 | $0.00 | $0.00 | $0.00 |
| 2025 | +79.59% | +$7959.42 | $710.49 | $142.09 | $1.14 |
| 2024 | -22.24% | $2223.76 | $0.00 | $0.00 | $0.00 |
| 2023 | +106.86% | +$10685.71 | $0.00 | $0.00 | $0.00 |
| 2022 | -46.72% | $4672.20 | $721.43 | $144.29 | $1.16 |
| 2021 | -28.28% | $2827.84 | $548.96 | $109.79 | $0.88 |
| 2020 partial | -6.00% (-14.24% ann.) | $599.72 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Policy bazooka / monetary euphoria partial | August 6, 2020 – November 6, 2020 | -0.93% | -3.64% | $92.98 | $0.00 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | -24.04% | -22.96% | $2403.66 | $517.48 | $103.50 | $0.83 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -55.25% | -57.41% | $5524.64 | $651.61 | $130.33 | $1.04 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +182.38% | +75.08% | +$18237.67 | $0.00 | $0.00 | $0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -33.81% | -21.49% | $3380.82 | $391.78 | $78.35 | $0.63 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2021-03-08 | $1.1100 | 4.42% |
| 2022-03-07 | $1.0100 | 7.10% |
| 2025-03-20 | $0.8000 | 5.37% |
| Total | 3 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 |
|---|---|---|---|---|
| 2022-03-07 | $516.36 | $103.27 | $0.83 | 33.5172 |
| 2025-03-20 | $435.82 | $87.16 | $0.70 | 24.2644 |
| Total | $952.18 | $190.43 | $1.53 | 57.7817 |
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.