Regional Management Corp. (RM) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$8,235
Total Return
-17.65%
CAGR
-3.81%
Dividends
$1,312.86
Yield on Cost
13.13%

Rolling Returns

1-Month (21 Trading Days)
Average+0.28%
Median-0.62%
Best+39.97%
Worst-25.86%
% of Windows Positive48.1%
1-Year (252 Trading Days)
Average-1.47%
Median-1.33%
Best+80.06%
Worst-54.46%
% of Windows Positive47.5%
3-Year (756 Trading Days)
Average-2.78%
Median-21.64%
Best+68.52%
Worst-47.00%
% of Windows Positive40.9%

Risk Metrics

Maximum Drawdown -65.17%
Average Drawdown -39.92%
Drawdown Duration 1174 Trading Days (Unrecovered)
Sortino Ratio 0.16
Calmar Ratio -0.06
CVaR (5%) -5.82%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -10.42% (-22.97% ann.) $1042.03 $155.37 $31.07 $0.25
2025 +17.31% +$1730.71 $357.08 $71.42 $0.57
2024 +40.27% +$4027.25 $485.29 $97.05 $0.78
2023 -7.43% $742.54 $432.62 $86.52 $0.69
2022 -49.93% $4992.51 $210.45 $42.09 $0.34
2021 +95.56% +$9555.68 $320.45 $64.09 $0.52
2020 +0.07% +$7.05 $66.60 $13.32 $0.10
2019 +24.86% +$2486.49 $0.00 $0.00 $0.00
2018 -8.59% $858.99 $0.00 $0.00 $0.00
2017 +0.11% +$11.42 $0.00 $0.00 $0.00
2016 +69.88% +$6987.71 $0.00 $0.00 $0.00
2015 -2.15% $215.05 $0.00 $0.00 $0.00
2014 -53.40% $5340.41 $0.00 $0.00 $0.00
2013 +105.02% +$10501.51 $0.00 $0.00 $0.00
2012 partial +0.61% (+0.80% ann.) +$60.79 $0.00 $0.00 $0.00

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Policy-led rebound / euro-sovereign-crisis overlay partial March 28, 2012 – July 25, 2012 -8.39% -23.58% $838.91 $0.00 $0.00 $0.00
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +82.58% +8.28% +$8258.07 $0.00 $0.00 $0.00
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -57.64% -99.99% $5763.67 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +84.82% +168.65% +$8481.57 $0.00 $0.00 $0.00
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +124.57% +115.44% +$12457.25 $438.70 $87.74 $0.71
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -46.11% -48.13% $4610.82 $159.89 $31.97 $0.26
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +11.02% +5.80% +$1102.24 $775.97 $155.18 $1.24
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – June 3, 2026 +11.79% +6.75% +$1178.66 $666.92 $133.39 $1.07

Dividend History

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

Date Per Share Yield %
2020-11-16 $0.2000 0.83%
2021-02-22 $0.2000 0.63%
2021-05-25 $0.2500 0.53%
2021-08-24 $0.2500 0.44%
2021-11-23 $0.2500 0.40%
2022-02-22 $0.3000 0.56%
2022-05-24 $0.3000 0.66%
2022-08-23 $0.3000 0.79%
2022-11-22 $0.3000 1.02%
2023-02-21 $0.3000 0.89%
2023-05-23 $0.3000 1.13%
2023-08-22 $0.3000 1.09%
2023-11-21 $0.3000 1.30%
2024-02-21 $0.3000 1.31%
2024-05-21 $0.3000 1.05%
2024-08-21 $0.3000 0.96%
2024-11-21 $0.3000 1.01%
2025-02-20 $0.3000 0.83%
2025-05-21 $0.3000 1.07%
2025-08-20 $0.3000 0.79%
2025-11-25 $0.3000 0.81%
2026-02-19 $0.3000 0.86%
2026-05-20 $0.3000 0.88%
Total 23 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
2021-08-24 $52.08 $10.42 $0.08 0.7343
2021-11-23 $52.27 $10.45 $0.08 0.6755
2022-02-22 $62.92 $12.58 $0.10 0.9575
2022-05-24 $63.21 $12.64 $0.10 1.1252
2022-08-23 $63.55 $12.71 $0.10 1.3526
2022-11-22 $63.95 $12.79 $0.10 1.7415
2023-02-21 $64.47 $12.89 $0.10 1.6047
2023-05-23 $64.96 $12.99 $0.10 1.9395
2023-08-22 $65.54 $13.11 $0.10 1.9111
2023-11-21 $66.11 $13.22 $0.10 2.3852
2024-02-21 $66.83 $13.37 $0.11 2.3937
2024-05-21 $67.54 $13.51 $0.11 1.9009
2024-08-21 $68.11 $13.62 $0.11 1.7292
2024-11-21 $68.63 $13.73 $0.11 1.8451
2025-02-20 $69.19 $13.84 $0.11 1.5636
2025-05-21 $69.66 $13.93 $0.11 2.0515
2025-08-20 $70.27 $14.05 $0.11 1.4914
2025-11-25 $70.72 $14.15 $0.11 1.5057
2026-02-19 $71.17 $14.23 $0.11 1.6348
2026-05-20 $71.66 $14.33 $0.11 1.6366
Total $1312.86 $262.57 $2.11 32.1794

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.

RRBI

CAGR 9.04% Total 84.58% Final $18,458
2019-05-03 — 2026-06-03
BC

CAGR 10.07% Total 7002.51% Final $710,251
1981-12-31 — 2026-06-03
IBCP

CAGR 4.91% Total 605.11% Final $70,511
1985-09-04 — 2026-06-03