Regal Rexnord Corporation (RRX) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$15,752
Total Return
57.52%
CAGR
9.51%
Dividends
$997.20
Yield on Cost
9.97%

Rolling Returns

1-Month (21 Trading Days)
Average+1.30%
Median-0.10%
Best+50.03%
Worst-27.68%
% of Windows Positive49.6%
1-Year (252 Trading Days)
Average+3.75%
Median-0.78%
Best+123.12%
Worst-45.11%
% of Windows Positive47.6%
3-Year (756 Trading Days)
Average+11.69%
Median+12.39%
Best+65.78%
Worst-35.57%
% of Windows Positive80.6%

Risk Metrics

Maximum Drawdown -48.16%
Average Drawdown -16.41%
Drawdown Duration 297 Trading Days
Sortino Ratio 0.62
Calmar Ratio 0.20
CVaR (5%) -5.30%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +49.42% (+309.73% ann.) +$4941.73 $24.94 $4.99 $0.04
2025 -8.79% $879.18 $90.54 $18.11 $0.14
2024 +5.55% +$555.01 $94.83 $18.97 $0.15
2023 +24.32% +$2431.84 $117.03 $23.41 $0.19
2022 -28.90% $2889.70 $81.34 $16.27 $0.13
2021 +45.10% +$4509.54 $678.65 $135.73 $1.09
2020 +45.07% +$4506.64 $140.86 $28.17 $0.23
2019 +23.66% +$2366.00 $169.20 $33.84 $0.27
2018 -7.48% $748.25 $144.23 $28.85 $0.23
2017 +11.77% +$1177.32 $147.87 $29.57 $0.24
2016 +19.83% +$1982.66 $163.13 $32.63 $0.26
2015 -21.31% $2131.22 $121.47 $24.29 $0.19
2014 +2.98% +$297.66 $117.07 $23.41 $0.19
2013 +5.55% +$554.55 $112.47 $22.49 $0.18
2012 +39.52% +$3951.71 $147.66 $29.53 $0.24
2011 -22.89% $2289.44 $106.70 $21.34 $0.17
2010 +29.65% +$2965.22 $129.43 $25.89 $0.21
2009 +38.43% +$3842.70 $169.37 $33.87 $0.27
2008 -14.40% $1440.30 $140.80 $28.16 $0.23
2007 -13.54% $1353.61 $112.78 $22.56 $0.18
2006 +49.78% +$4977.57 $155.97 $31.19 $0.25
2005 +25.41% +$2541.11 $179.25 $35.85 $0.29
2004 +32.12% +$3211.62 $219.61 $43.92 $0.35
2003 +8.44% +$844.42 $233.80 $46.76 $0.37
2002 -3.28% $327.75 $221.63 $44.33 $0.35
2001 +30.42% +$3042.22 $283.66 $56.73 $0.45
2000 -15.41% $1541.49 $234.67 $46.93 $0.38
1999 -8.65% $864.99 $210.21 $42.04 $0.34
1998 -21.05% $2104.55 $163.17 $32.63 $0.26
1997 +52.80% +$5279.58 $246.01 $49.20 $0.39
1996 -7.95% $794.95 $222.30 $44.46 $0.36
1995 +62.58% +$6258.26 $288.44 $57.69 $0.46
1994 +5.22% +$521.71 $232.84 $46.57 $0.37
1993 +25.78% +$2577.92 $249.84 $49.97 $0.40
1992 +61.95% +$6194.71 $388.55 $77.71 $0.62
1991 +1.28% +$127.90 $382.48 $76.50 $0.61
1990 -13.44% $1344.26 $321.01 $64.20 $0.51
1989 -2.37% $237.27 $71.11 $14.22 $0.11
1988 +21.99% +$2198.79 $0.00 $0.00 $0.00
1987 +77.86% +$7785.71 $0.00 $0.00 $0.00
1986 +7.69% +$769.23 $0.00 $0.00 $0.00
1985 +46.77% +$4677.43 $0.00 $0.00 $0.00
1984 -6.06% $606.06 $0.00 $0.00 $0.00
1983 +76.79% +$7678.58 $0.00 $0.00 $0.00
1982 -24.32% $2432.43 $0.00 $0.00 $0.00
1981 -17.78% $1777.78 $0.00 $0.00 $0.00
1980 partial +33.93% (+44.66% ann.) +$3392.85 $0.00 $0.00 $0.00

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Dot-com bubble / TMT mania August 9, 1995 – March 10, 2000 +0.08% +0.02% +$7.93 $1149.91 $229.98 $1.84
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 -4.52% -1.78% $452.10 $766.75 $153.35 $1.23
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +238.24% +27.62% +$23824.16 $1664.86 $332.97 $2.66
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -49.15% -38.04% $4914.95 $152.22 $30.44 $0.24
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +130.71% +28.10% +$13071.44 $852.71 $170.54 $1.36
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +47.37% +5.26% +$4737.47 $1155.11 $231.02 $1.85
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -40.66% -99.74% $4065.68 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 25, 2020 – November 6, 2020 +81.49% +162.02% +$8148.65 $149.26 $29.85 $0.24
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +51.70% +48.49% +$5169.99 $743.87 $148.77 $1.19
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -24.36% -25.66% $2436.47 $86.25 $17.25 $0.14
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +30.07% +15.24% +$3006.85 $193.15 $38.63 $0.31
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +28.02% +17.05% +$2801.56 $148.70 $29.74 $0.24

Dividend History

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

Date Per Share Yield %
1989-12-22 $0.0600 0.76%
1990-03-26 $0.0650 0.89%
1990-06-25 $0.0650 0.81%
1990-09-24 $0.0650 1.09%
1990-12-24 $0.0650 0.99%
1991-03-22 $0.0650 0.93%
1991-06-24 $0.0650 0.94%
1991-09-24 $0.0650 0.97%
1991-12-24 $0.0650 1.06%
1992-03-25 $0.0650 0.71%
1992-06-24 $0.0650 0.75%
1992-09-24 $0.0650 0.71%
1992-12-24 $0.0650 0.65%
1993-03-25 $0.0650 0.60%
1993-06-24 $0.0650 0.66%
1993-09-24 $0.0650 0.60%
1993-12-27 $0.0700 0.55%
1994-03-25 $0.0700 0.52%
1994-06-24 $0.0750 0.55%
1994-09-26 $0.0800 0.55%
1994-12-23 $0.0800 0.65%
1995-03-27 $0.0900 0.63%
1995-06-28 $0.1000 0.69%
1995-09-27 $0.1000 0.55%
1995-12-27 $0.1000 0.47%
1996-03-27 $0.1200 0.56%
1996-06-26 $0.1200 0.60%
1996-09-26 $0.1200 0.73%
1996-12-27 $0.1200 0.63%
1997-03-26 $0.1200 0.52%
1997-06-26 $0.1200 0.47%
1997-09-26 $0.1200 0.38%
1997-12-29 $0.1200 0.40%
1998-03-27 $0.1200 0.38%
1998-06-26 $0.1200 0.41%
1998-09-28 $0.1200 0.51%
1998-12-29 $0.1200 0.52%
1999-03-29 $0.1200 0.71%
1999-06-28 $0.1200 0.48%
1999-09-28 $0.1200 0.58%
1999-12-29 $0.1200 0.56%
2000-03-29 $0.1200 0.68%
2000-06-28 $0.1200 0.74%
2000-09-27 $0.1200 0.71%
2000-12-27 $0.1200 0.71%
2001-03-28 $0.1200 0.71%
2001-06-27 $0.1200 0.60%
2001-09-26 $0.1200 0.68%
2001-12-27 $0.1200 0.53%
2002-03-06 $0.1200 0.54%
2002-06-26 $0.1200 0.53%
2002-09-26 $0.1200 0.70%
2002-12-27 $0.1200 0.60%
2003-03-27 $0.1200 0.76%
2003-06-26 $0.1200 0.63%
2003-09-26 $0.1200 0.56%
2003-12-29 $0.1200 0.56%
2004-03-29 $0.1200 0.56%
2004-06-28 $0.1200 0.55%
2004-09-28 $0.1200 0.50%
2004-12-29 $0.1200 0.41%
2005-03-29 $0.1200 0.40%
2005-06-28 $0.1300 0.46%
2005-09-28 $0.1300 0.41%
2005-12-28 $0.1300 0.38%
2006-03-29 $0.1300 0.31%
2006-06-28 $0.1400 0.34%
2006-09-27 $0.1400 0.32%
2006-12-27 $0.1400 0.26%
2007-03-28 $0.1400 0.31%
2007-06-27 $0.1500 0.32%
2007-09-26 $0.1500 0.31%
2007-12-26 $0.1500 0.32%
2008-03-26 $0.1500 0.40%
2008-06-25 $0.1600 0.35%
2008-09-24 $0.1600 0.36%
2008-12-23 $0.1600 0.48%
2009-03-25 $0.1600 0.51%
2009-06-24 $0.1600 0.43%
2009-09-23 $0.1600 0.33%
2009-12-22 $0.1600 0.31%
2010-03-24 $0.1600 0.26%
2010-06-23 $0.1700 0.28%
2010-09-29 $0.1700 0.29%
2010-12-28 $0.1700 0.25%
2011-03-30 $0.1700 0.23%
2011-06-29 $0.1800 0.28%
2011-09-28 $0.1800 0.35%
2011-12-28 $0.1800 0.35%
2012-03-28 $0.1800 0.27%
2012-06-27 $0.1900 0.32%
2012-09-26 $0.1900 0.27%
2012-12-26 $0.1900 0.27%
2013-03-25 $0.1900 0.23%
2013-06-26 $0.2000 0.32%
2013-09-25 $0.2000 0.30%
2013-12-24 $0.2000 0.27%
2014-03-26 $0.2000 0.28%
2014-06-25 $0.2200 0.28%
2014-09-22 $0.2200 0.32%
2014-12-30 $0.2200 0.29%
2015-03-31 $0.2200 0.28%
2015-06-30 $0.2300 0.32%
2015-09-30 $0.2300 0.41%
2015-12-29 $0.2300 0.40%
2016-03-30 $0.2300 0.36%
2016-06-29 $0.2400 0.45%
2016-09-28 $0.2400 0.42%
2016-12-28 $0.2400 0.34%
2017-03-29 $0.2400 0.33%
2017-06-28 $0.2600 0.33%
2017-09-28 $0.2600 0.33%
2017-12-28 $0.2600 0.34%
2018-03-28 $0.2600 0.37%
2018-06-28 $0.2800 0.35%
2018-09-27 $0.2800 0.34%
2018-12-27 $0.2800 0.40%
2019-03-28 $0.2800 0.35%
2019-06-27 $0.3000 0.37%
2019-09-26 $0.3000 0.40%
2019-12-26 $0.3000 0.35%
2020-03-26 $0.3000 0.50%
2020-06-25 $0.3000 0.37%
2020-09-24 $0.3000 0.32%
2020-12-30 $0.3000 0.25%
2021-03-31 $0.3000 0.21%
2021-07-01 $0.3300 0.25%
2021-09-30 $0.3300 0.22%
2021-10-05 $6.9900 4.63%
2021-12-30 $0.3300 0.19%
2022-03-30 $0.3300 0.21%
2022-06-29 $0.3500 0.30%
2022-09-29 $0.3500 0.25%
2022-12-29 $0.3500 0.30%
2023-03-30 $0.3500 0.25%
2023-06-29 $0.3500 0.23%
2023-09-28 $0.3500 0.25%
2023-12-28 $0.3500 0.23%
2024-03-27 $0.3500 0.20%
2024-06-28 $0.3500 0.26%
2024-09-27 $0.3500 0.21%
2024-12-31 $0.3500 0.23%
2025-03-31 $0.3500 0.30%
2025-06-30 $0.3500 0.24%
2025-09-30 $0.3500 0.24%
2025-12-31 $0.3500 0.25%
2026-03-31 $0.3500 0.20%
Total 147 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
2021-07-01 $22.98 $4.60 $0.04 0.1367
2021-09-30 $23.03 $4.61 $0.04 0.1223
2021-10-05 $488.58 $97.72 $0.78 2.7845
2021-12-30 $23.98 $4.80 $0.04 0.1127
2022-03-30 $24.02 $4.80 $0.04 0.1265
2022-06-29 $25.52 $5.10 $0.04 0.1786
2022-09-29 $25.58 $5.12 $0.04 0.1454
2022-12-29 $25.64 $5.13 $0.04 0.1704
2023-03-30 $25.70 $5.14 $0.04 0.1477
2023-06-29 $25.75 $5.15 $0.04 0.1357
2023-09-28 $25.79 $5.16 $0.04 0.1426
2023-12-28 $25.84 $5.17 $0.04 0.1380
2024-03-27 $25.89 $5.18 $0.04 0.1159
2024-06-28 $25.93 $5.19 $0.04 0.1531
2024-09-27 $25.99 $5.20 $0.04 0.1241
2024-12-31 $26.03 $5.21 $0.04 0.1340
2025-03-31 $26.08 $5.22 $0.04 0.1829
2025-06-30 $26.14 $5.23 $0.04 0.1440
2025-09-30 $26.19 $5.24 $0.04 0.1458
2025-12-31 $26.24 $5.25 $0.04 0.1493
2026-03-31 $26.29 $5.26 $0.04 0.1121
Total $997.20 $199.44 $1.60 5.6022

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.

OBT

CAGR 7.51% Total 409.83% Final $50,984
2003-10-15 — 2026-04-14
XPEL

CAGR 37.32% Total 760.60% Final $86,060
2019-07-01 — 2026-04-14
ESRT

CAGR -5.40% Total -50.15% Final $4,985
2013-10-02 — 2026-04-14