The RMR Group Inc. (RMR) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$7,860
Total Return
-21.40%
CAGR
-4.70%
Dividends
$4,530.71
Yield on Cost
45.31%
Rolling Returns
1-Month (21 Trading Days)
| Average | -0.17% |
| Median | -1.03% |
| Best | +26.79% |
| Worst | -18.96% |
| % of Windows Positive | 44.8% |
1-Year (252 Trading Days)
| Average | -9.40% |
| Median | -11.63% |
| Best | +54.25% |
| Worst | -38.43% |
| % of Windows Positive | 26.8% |
3-Year (756 Trading Days)
| Average | -25.57% |
| Median | -27.45% |
| Best | +17.49% |
| Worst | -43.80% |
| % of Windows Positive | 4.2% |
Risk Metrics
| Maximum Drawdown | -57.78% |
| Average Drawdown | -33.06% |
| Drawdown Duration | 1192 Trading Days (Unrecovered) |
| Sortino Ratio | -0.06 |
| Calmar Ratio | -0.08 |
| CVaR (5%) | -3.70% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +40.41% (+123.66% ann.) | +$4040.85 | $611.08 | $122.21 | $0.98 |
| 2025 | -21.15% | $2114.53 | $900.19 | $180.04 | $1.44 |
| 2024 | -22.59% | $2258.85 | $633.36 | $126.67 | $1.01 |
| 2023 | +5.16% | +$515.64 | $576.70 | $115.34 | $0.92 |
| 2022 | -14.84% | $1483.76 | $462.80 | $92.56 | $0.74 |
| 2021 | +6.49% | +$648.65 | $2268.61 | $453.72 | $3.63 |
| 2020 | -12.10% | $1210.08 | $337.38 | $67.47 | $0.54 |
| 2019 | -12.19% | $1218.59 | $271.33 | $54.27 | $0.44 |
| 2018 | -9.44% | $943.99 | $186.34 | $37.27 | $0.30 |
| 2017 | +52.59% | +$5259.31 | $254.80 | $50.96 | $0.41 |
| 2016 | +179.96% | +$17995.99 | $558.95 | $111.79 | $0.89 |
| 2015 partial | +21.19% (+6117.84% ann.) | +$2119.43 | $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 | December 14, 2015 – February 19, 2020 | +287.79% | +38.26% | +$28778.87 | $4121.72 | $824.35 | $6.60 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -45.44% | -99.90% | $4544.39 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +7.36% | +12.11% | +$736.29 | $448.45 | $89.69 | $0.72 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +31.47% | +29.64% | +$3147.49 | $2921.43 | $584.29 | $4.67 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -13.15% | -13.90% | $1315.01 | $491.28 | $98.26 | $0.79 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -1.05% | -0.57% | $105.03 | $1076.20 | $215.24 | $1.72 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -7.76% | -4.63% | $776.18 | $1330.37 | $266.07 | $2.13 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2016-04-21 | $0.2990 | 1.21% |
| 2016-07-20 | $0.2500 | 0.73% |
| 2016-10-19 | $0.2500 | 0.66% |
| 2017-01-19 | $0.2500 | 0.59% |
| 2017-04-19 | $0.2500 | 0.49% |
| 2017-07-20 | $0.2500 | 0.50% |
| 2017-10-20 | $0.2500 | 0.48% |
| 2018-01-26 | $0.2500 | 0.38% |
| 2018-04-27 | $0.2500 | 0.34% |
| 2018-07-27 | $0.2500 | 0.29% |
| 2018-10-26 | $0.3500 | 0.45% |
| 2019-01-25 | $0.3500 | 0.56% |
| 2019-04-26 | $0.3500 | 0.60% |
| 2019-07-26 | $0.3500 | 0.73% |
| 2019-10-25 | $0.3800 | 0.81% |
| 2020-01-24 | $0.3800 | 0.85% |
| 2020-04-24 | $0.3800 | 1.35% |
| 2020-07-24 | $0.3800 | 1.24% |
| 2020-10-23 | $0.3800 | 1.31% |
| 2021-01-22 | $0.3800 | 0.99% |
| 2021-04-23 | $0.3800 | 0.95% |
| 2021-07-23 | $0.3800 | 0.99% |
| 2021-09-02 | $7.0000 | 15.27% |
| 2021-10-22 | $0.3800 | 1.07% |
| 2022-01-21 | $0.3800 | 1.15% |
| 2022-04-22 | $0.4000 | 1.33% |
| 2022-07-22 | $0.4000 | 1.43% |
| 2022-10-21 | $0.4000 | 1.55% |
| 2023-01-20 | $0.4000 | 1.35% |
| 2023-04-21 | $0.4000 | 1.62% |
| 2023-07-21 | $0.4000 | 1.62% |
| 2023-10-20 | $0.4000 | 1.71% |
| 2024-01-19 | $0.4000 | 1.52% |
| 2024-04-19 | $0.4500 | 1.93% |
| 2024-07-22 | $0.4500 | 1.77% |
| 2024-10-28 | $0.4500 | 1.82% |
| 2025-01-27 | $0.4500 | 2.31% |
| 2025-04-22 | $0.4500 | 3.01% |
| 2025-07-21 | $0.4500 | 2.58% |
| 2025-10-27 | $0.4500 | 2.98% |
| 2026-01-26 | $0.4500 | 2.80% |
| 2026-04-21 | $0.4500 | 2.64% |
| Total | 42 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 |
|---|---|---|---|---|
| 2021-07-23 | $96.10 | $19.22 | $0.15 | 2.0045 |
| 2021-09-02 | $1784.39 | $356.88 | $2.85 | 37.8395 |
| 2021-10-22 | $111.25 | $22.25 | $0.18 | 2.5449 |
| 2022-01-21 | $112.21 | $22.44 | $0.18 | 2.7901 |
| 2022-04-22 | $119.23 | $23.85 | $0.19 | 3.2781 |
| 2022-07-22 | $120.55 | $24.11 | $0.19 | 3.5293 |
| 2022-10-21 | $121.96 | $24.39 | $0.19 | 3.8275 |
| 2023-01-20 | $123.49 | $24.70 | $0.20 | 3.3627 |
| 2023-04-21 | $124.83 | $24.97 | $0.20 | 4.1185 |
| 2023-07-21 | $126.48 | $25.30 | $0.20 | 4.1936 |
| 2023-10-20 | $128.16 | $25.63 | $0.20 | 4.4741 |
| 2024-01-19 | $129.95 | $25.99 | $0.21 | 4.0386 |
| 2024-04-19 | $148.01 | $29.60 | $0.24 | 5.2357 |
| 2024-07-22 | $150.36 | $30.07 | $0.24 | 4.8330 |
| 2024-10-28 | $152.54 | $30.51 | $0.24 | 4.9893 |
| 2025-01-27 | $154.79 | $30.96 | $0.25 | 6.4736 |
| 2025-04-22 | $157.70 | $31.54 | $0.25 | 8.5884 |
| 2025-07-21 | $161.56 | $32.31 | $0.26 | 7.7241 |
| 2025-10-27 | $165.04 | $33.01 | $0.26 | 8.9699 |
| 2026-01-26 | $169.08 | $33.81 | $0.27 | 8.7713 |
| 2026-04-21 | $173.02 | $34.60 | $0.28 | 8.3318 |
| Total | $4530.71 | $906.14 | $7.25 | 139.9185 |
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.