Regional Management Corp. (RM) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$11,387
Total Return
13.87%
CAGR
2.63%
Dividends
$1,623.75
Yield on Cost
16.24%

Rolling Returns

1-Month (21 Trading Days)
Average+0.50%
Median-0.26%
Best+39.97%
Worst-25.86%
% of Windows Positive49.2%
1-Year (252 Trading Days)
Average-2.07%
Median-1.38%
Best+80.06%
Worst-54.46%
% of Windows Positive47.2%
3-Year (756 Trading Days)
Average-8.48%
Median-25.27%
Best+63.71%
Worst-47.00%
% of Windows Positive33.9%

Risk Metrics

Maximum Drawdown -65.17%
Average Drawdown -39.00%
Drawdown Duration 1139 Trading Days (Unrecovered)
Sortino Ratio 0.39
Calmar Ratio 0.04
CVaR (5%) -5.78%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -1.36% (-4.71% ann.) $136.37 $77.42 $15.48 $0.12
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

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 – April 14, 2026 +23.09% +14.16% +$2308.84 $569.64 $113.93 $0.92

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%
Total 22 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
2021-05-25 $65.12 $13.02 $0.11 1.1303
2021-08-24 $65.40 $13.08 $0.11 0.9221
2021-11-23 $65.63 $13.13 $0.11 0.8482
2022-02-22 $79.02 $15.80 $0.13 1.2023
2022-05-24 $79.38 $15.87 $0.13 1.4130
2022-08-23 $79.80 $15.96 $0.13 1.6985
2022-11-22 $80.31 $16.06 $0.13 2.1869
2023-02-21 $80.96 $16.19 $0.13 2.0151
2023-05-23 $81.57 $16.31 $0.13 2.4355
2023-08-22 $82.30 $16.46 $0.13 2.3999
2023-11-21 $83.02 $16.60 $0.13 2.9952
2024-02-21 $83.92 $16.78 $0.14 3.0059
2024-05-21 $84.82 $16.96 $0.14 2.3871
2024-08-21 $85.54 $17.11 $0.14 2.1715
2024-11-21 $86.19 $17.24 $0.14 2.3169
2025-02-20 $86.88 $17.38 $0.14 1.9634
2025-05-21 $87.47 $17.50 $0.14 2.5761
2025-08-20 $88.25 $17.65 $0.14 1.8728
2025-11-25 $88.81 $17.76 $0.14 1.8908
2026-02-19 $89.37 $17.87 $0.14 2.0528
Total $1623.75 $324.74 $2.61 39.4844

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.

VTR

CAGR 8.68% Total 1012.02% Final $111,202
1997-05-05 — 2026-04-14
DSGN

CAGR -17.82% Total -62.83% Final $3,717
2021-03-29 — 2026-04-14
NFG

CAGR 9.31% Total 11059.62% Final $1,115,962
1973-05-03 — 2026-04-14