Root, Inc. (ROOT) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$2,318
Total Return
-76.82%
CAGR
-25.36%
Dividends
$0.00
Yield on Cost
0.00%
Rolling Returns
1-Month (21 Trading Days)
| Average | +5.80% |
| Median | -7.17% |
| Best | +548.37% |
| Worst | -56.24% |
| % of Windows Positive | 37.8% |
1-Year (252 Trading Days)
| Average | +190.46% |
| Median | +24.65% |
| Best | +1781.41% |
| Worst | -93.10% |
| % of Windows Positive | 56.0% |
3-Year (756 Trading Days)
| Average | +415.08% |
| Median | +333.53% |
| Best | +1684.79% |
| Worst | -80.39% |
| % of Windows Positive | 69.9% |
Risk Metrics
| Maximum Drawdown | -98.57% |
| Average Drawdown | -75.15% |
| Drawdown Duration | 1215 Trading Days (Unrecovered) |
| Sortino Ratio | 0.32 |
| Calmar Ratio | -0.26 |
| CVaR (5%) | -11.21% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -35.89% (-79.01% ann.) | $3588.52 | $0.00 | $0.00 | $0.00 |
| 2025 | -0.50% | $49.61 | $0.00 | $0.00 | $0.00 |
| 2024 | +592.65% | +$59264.51 | $0.00 | $0.00 | $0.00 |
| 2023 | +133.40% | +$13340.19 | $0.00 | $0.00 | $0.00 |
| 2022 | -91.95% | $9195.31 | $0.00 | $0.00 | $0.00 |
| 2021 | -80.27% | $8026.73 | $0.00 | $0.00 | $0.00 |
| 2020 partial | -41.81% (-95.45% ann.) | $4181.48 | $0.00 | $0.00 | $0.00 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Policy bazooka / monetary euphoria partial | October 28, 2020 – November 6, 2020 | -15.78% | -99.91% | $1577.78 | $0.00 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | -82.08% | -80.43% | $8207.83 | $0.00 | $0.00 | $0.00 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -90.86% | -92.11% | $9085.73 | $0.00 | $0.00 | $0.00 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +425.14% | +144.68% | +$42514.18 | $0.00 | $0.00 | $0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +17.42% | +10.78% | +$1741.92 | $0.00 | $0.00 | $0.00 |
Dividend History
| Date | Per Share | Yield % |
|---|---|---|
| Total | 0 payments |
No dividends recorded.
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.