RLJ Lodging Trust (RLJ) Stock Total Returns

Growth of $10,000 chart

2021-04-14 to 2026-04-14
to
$
%
%
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Investment Performance

Final Value
$6,068
Total Return
-39.32%
CAGR
-9.51%
Dividends
$1,192.61
Yield on Cost
11.93%

Rolling Returns

1-Month (21 Trading Days)
Average-0.67%
Median-0.64%
Best+22.39%
Worst-30.23%
% of Windows Positive46.8%
1-Year (252 Trading Days)
Average-11.94%
Median-13.39%
Best+31.89%
Worst-42.91%
% of Windows Positive12.5%
3-Year (756 Trading Days)
Average-29.08%
Median-29.20%
Best-5.82%
Worst-51.79%
% of Windows Positive0.0%

Risk Metrics

Maximum Drawdown -57.65%
Average Drawdown -31.96%
Drawdown Duration 1241 Trading Days (Unrecovered)
Sortino Ratio -0.19
Calmar Ratio -0.16
CVaR (5%) -4.73%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +11.57% (+46.89% ann.) +$1157.08 $201.34 $40.27 $0.32
2025 -22.22% $2222.33 $601.78 $120.34 $0.96
2024 -9.36% $935.98 $432.77 $86.55 $0.70
2023 +13.73% +$1373.04 $343.58 $68.73 $0.54
2022 -23.28% $2328.50 $86.39 $17.28 $0.14
2021 -1.34% $134.41 $28.29 $5.65 $0.03
2020 -19.88% $1988.06 $22.60 $4.53 $0.03
2019 +14.69% +$1468.61 $823.15 $164.63 $1.31
2018 -21.27% $2127.04 $612.42 $122.48 $0.98
2017 -5.81% $581.27 $549.31 $109.86 $0.89
2016 +18.79% +$1878.71 $621.63 $124.32 $0.99
2015 -32.89% $3289.42 $399.02 $79.80 $0.64
2014 +41.78% +$4178.24 $432.44 $86.50 $0.70
2013 +29.28% +$2928.32 $446.44 $89.30 $0.72
2012 +18.59% +$1859.33 $420.69 $84.14 $0.66
2011 partial -2.85% (-4.44% ann.) $285.45 $216.37 $43.27 $0.35

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Policy-led rebound / euro-sovereign-crisis overlay partial May 11, 2011 – July 25, 2012 -2.43% -2.02% $243.12 $407.53 $81.50 $0.65
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +30.45% +3.57% +$3044.81 $6077.92 $1215.60 $9.75
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -70.91% -100.00% $7091.36 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +37.28% +66.50% +$3728.19 $49.47 $9.91 $0.06
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +12.99% +12.29% +$1299.13 $34.96 $6.99 $0.04
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -11.64% -12.31% $1163.86 $63.63 $12.72 $0.10
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -16.81% -9.45% $1680.70 $524.22 $104.86 $0.84
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 -2.36% -1.51% $235.80 $1178.01 $235.59 $1.89

Dividend History

Annual Dividends Per Share
TTM Yield
Consecutive Years Paid
current
Consecutive Years of Growth
current

Date Per Share Yield %
2011-06-28 $0.0800 0.47%
2011-09-28 $0.1500 1.13%
2011-12-28 $0.1500 0.88%
2012-03-28 $0.1650 0.89%
2012-06-27 $0.1650 0.95%
2012-09-26 $0.1650 0.87%
2012-12-27 $0.2050 1.07%
2013-03-26 $0.2050 0.93%
2013-06-26 $0.2050 0.93%
2013-09-26 $0.2050 0.84%
2013-12-27 $0.2400 0.98%
2014-03-27 $0.2200 0.82%
2014-06-26 $0.2200 0.77%
2014-09-26 $0.3000 1.05%
2014-12-29 $0.3000 0.88%
2015-03-27 $0.3300 1.07%
2015-06-26 $0.3300 1.10%
2015-09-28 $0.3300 1.27%
2015-12-29 $0.3300 1.47%
2016-03-29 $0.3300 1.49%
2016-06-28 $0.3300 1.65%
2016-09-28 $0.3300 1.56%
2016-12-28 $0.3300 1.34%
2017-03-29 $0.3300 1.43%
2017-06-28 $0.3300 1.59%
2017-08-28 $0.2200 1.12%
2017-09-28 $0.1100 0.50%
2017-12-28 $0.3300 1.46%
2018-03-28 $0.3300 1.75%
2018-06-28 $0.3300 1.48%
2018-09-27 $0.3300 1.49%
2018-12-28 $0.3300 1.98%
2019-03-28 $0.3300 1.85%
2019-06-27 $0.3300 1.90%
2019-09-27 $0.3300 1.92%
2019-12-30 $0.3300 1.82%
2020-03-30 $0.0100 0.13%
2020-06-29 $0.0100 0.11%
2020-09-29 $0.0100 0.11%
2020-12-30 $0.0100 0.07%
2021-03-30 $0.0100 0.06%
2021-06-29 $0.0100 0.07%
2021-09-29 $0.0100 0.07%
2021-12-30 $0.0100 0.07%
2022-03-30 $0.0100 0.07%
2022-06-29 $0.0100 0.09%
2022-09-29 $0.0500 0.47%
2022-12-29 $0.0500 0.49%
2023-03-30 $0.0800 0.80%
2023-06-29 $0.0800 0.81%
2023-09-28 $0.1000 1.03%
2023-12-28 $0.1000 0.83%
2024-03-27 $0.1000 0.86%
2024-06-28 $0.1000 1.05%
2024-09-30 $0.1500 1.59%
2024-12-31 $0.1500 1.46%
2025-03-31 $0.1500 1.87%
2025-06-30 $0.1500 2.00%
2025-09-30 $0.1500 2.04%
2025-12-31 $0.1500 1.95%
2026-03-31 $0.1500 1.99%
Total 61 payments

Portfolio Dividend Returns

Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
Date Total Yield Tax Trans. Cost Shares Bought
2021-06-29 $6.34 $1.27 $0.0078 0.3357
2021-09-29 $6.34 $1.27 $0.0078 0.3350
2021-12-30 $6.34 $1.27 $0.0078 0.3633
2022-03-30 $6.34 $1.27 $0.0078 0.3561
2022-06-29 $6.35 $1.27 $0.0078 0.4593
2022-09-29 $31.78 $6.35 $0.05 2.5321
2022-12-29 $31.90 $6.38 $0.05 2.4306
2023-03-30 $51.24 $10.25 $0.08 4.0347
2023-06-29 $51.56 $10.31 $0.09 4.0362
2023-09-28 $64.86 $12.97 $0.10 5.2413
2023-12-28 $65.39 $13.08 $0.10 4.3978
2024-03-27 $65.83 $13.17 $0.10 4.4765
2024-06-28 $66.27 $13.25 $0.11 5.4944
2024-09-30 $100.23 $20.04 $0.16 8.7173
2024-12-31 $101.54 $20.31 $0.16 7.9401
2025-03-31 $102.73 $20.54 $0.16 10.3954
2025-06-30 $104.29 $20.86 $0.16 11.4374
2025-09-30 $106.00 $21.20 $0.17 11.7547
2025-12-31 $107.77 $21.55 $0.17 11.5492
2026-03-31 $109.50 $21.90 $0.17 11.7823
Total $1192.61 $238.51 $1.90 108.0695

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.

MMI

CAGR 6.38% Total 115.99% Final $21,599
2013-10-31 — 2026-04-14
UFPT

CAGR 11.54% Total 3309.22% Final $340,922
1993-12-17 — 2026-04-14
CVBF

CAGR 12.63% Total 16609.54% Final $1,670,954
1983-04-04 — 2026-04-14