Rush Enterprises, Inc. (RUSHB) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$25,874
Total Return
158.74%
CAGR
20.94%
Dividends
$1,092.57
Yield on Cost
10.93%

Rolling Returns

1-Month (21 Trading Days)
Average+1.77%
Median+1.38%
Best+29.65%
Worst-22.09%
% of Windows Positive57.7%
1-Year (252 Trading Days)
Average+18.69%
Median+20.12%
Best+49.82%
Worst-15.26%
% of Windows Positive91.9%
3-Year (756 Trading Days)
Average+65.17%
Median+64.15%
Best+102.90%
Worst+35.19%
% of Windows Positive100.0%

Risk Metrics

Maximum Drawdown -28.54%
Average Drawdown -8.60%
Drawdown Duration 154 Trading Days
Sortino Ratio 1.08
Calmar Ratio 0.73
CVaR (5%) -4.65%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +29.61% (+148.68% ann.) +$2961.50 $33.77 $6.75 $0.05
2025 +4.46% +$445.50 $136.47 $27.29 $0.22
2024 +3.98% +$397.69 $132.73 $26.55 $0.21
2023 +42.96% +$4296.26 $166.05 $33.21 $0.27
2022 +5.59% +$559.08 $148.95 $29.79 $0.24
2021 +44.32% +$4432.19 $196.34 $39.27 $0.32
2020 +25.84% +$2584.38 $134.11 $26.82 $0.22
2019 +29.61% +$2961.26 $140.96 $28.19 $0.23
2018 -25.81% $2580.65 $49.84 $9.97 $0.08
2017 +56.17% +$5617.10 $0.00 $0.00 $0.00
2016 +40.96% +$4095.89 $0.00 $0.00 $0.00
2015 -22.23% $2223.01 $0.00 $0.00 $0.00
2014 +10.43% +$1043.14 $0.00 $0.00 $0.00
2013 +47.57% +$4756.94 $0.00 $0.00 $0.00
2012 +1.65% +$164.71 $0.00 $0.00 $0.00
2011 -5.92% $592.14 $0.00 $0.00 $0.00
2010 +71.93% +$7193.15 $0.00 $0.00 $0.00
2009 +28.33% +$2832.72 $0.00 $0.00 $0.00
2008 -53.99% $5398.88 $0.00 $0.00 $0.00
2007 +69.20% +$6920.15 $0.00 $0.00 $0.00
2006 +9.58% +$958.33 $0.00 $0.00 $0.00
2005 -16.81% $1681.11 $0.00 $0.00 $0.00
2004 +71.39% +$7138.61 $0.00 $0.00 $0.00
2003 +176.71% +$17671.28 $0.00 $0.00 $0.00
2002 -47.78% $4778.26 $0.00 $0.00 $0.00
2001 +99.71% +$9971.44 $0.00 $0.00 $0.00
2000 -75.86% $7586.21 $0.00 $0.00 $0.00
1999 +31.82% +$3181.82 $0.00 $0.00 $0.00
1998 +37.50% +$3750.01 $0.00 $0.00 $0.00
1997 -33.33% $3333.34 $0.00 $0.00 $0.00
1996 partial -14.29% (-23.81% ann.) $1428.57 $0.00 $0.00 $0.00

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Dot-com bubble / TMT mania partial June 7, 1996 – March 10, 2000 -43.30% -14.02% $4330.36 $0.00 $0.00 $0.00
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 -50.97% -24.19% $5096.76 $0.00 $0.00 $0.00
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +573.95% +46.50% +$57394.64 $0.00 $0.00 $0.00
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -64.95% -52.39% $6494.76 $0.00 $0.00 $0.00
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +100.85% +22.95% +$10084.74 $0.00 $0.00 $0.00
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +280.31% +19.31% +$28031.24 $642.33 $128.47 $1.04
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -42.57% -99.82% $4256.75 $29.31 $5.86 $0.05
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +67.49% +129.30% +$6749.06 $165.48 $33.09 $0.26
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +54.74% +51.31% +$5474.06 $218.87 $43.78 $0.35
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 +3.95% +4.20% +$395.31 $164.80 $32.96 $0.26
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +36.91% +18.47% +$3690.90 $320.63 $64.13 $0.51
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +53.63% +31.48% +$5363.28 $232.31 $46.46 $0.37

Dividend History

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

Date Per Share Yield %
2018-08-07 $0.0533 0.27%
2018-11-06 $0.0533 0.32%
2019-02-22 $0.0533 0.29%
2019-05-08 $0.0533 0.29%
2019-08-08 $0.0578 0.33%
2019-11-07 $0.0578 0.30%
2020-02-24 $0.0578 0.29%
2020-05-06 $0.0578 0.39%
2020-08-06 $0.0622 0.34%
2020-11-06 $0.0933 0.41%
2021-02-24 $0.1200 0.46%
2021-05-07 $0.1200 0.40%
2021-08-09 $0.1267 0.44%
2021-11-05 $0.1267 0.35%
2022-02-25 $0.1267 0.41%
2022-05-11 $0.1267 0.39%
2022-08-11 $0.1400 0.38%
2022-11-09 $0.1400 0.41%
2023-02-24 $0.1400 0.35%
2023-05-09 $0.1400 0.37%
2023-09-06 $0.1700 0.39%
2023-11-08 $0.1700 0.40%
2024-02-26 $0.1700 0.35%
2024-05-08 $0.1700 0.40%
2024-08-13 $0.1800 0.41%
2024-11-12 $0.1800 0.31%
2025-03-03 $0.1800 0.32%
2025-05-12 $0.1800 0.34%
2025-08-12 $0.1900 0.34%
2025-11-12 $0.1900 0.37%
2026-03-03 $0.1900 0.29%
Total 31 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
2021-05-07 $40.22 $8.05 $0.06 1.0710
2021-08-09 $42.59 $8.52 $0.07 1.2085
2021-11-05 $42.75 $8.55 $0.07 0.9242
2022-02-25 $42.86 $8.57 $0.07 1.0695
2022-05-11 $43.00 $8.60 $0.07 1.0805
2022-08-11 $47.68 $9.54 $0.08 1.0203
2022-11-09 $47.82 $9.56 $0.08 1.1438
2023-02-24 $47.98 $9.60 $0.08 0.9706
2023-05-09 $48.12 $9.62 $0.08 1.0183
2023-09-06 $58.60 $11.72 $0.09 1.0825
2023-11-08 $58.78 $11.76 $0.09 1.1336
2024-02-26 $58.98 $11.80 $0.09 0.9503
2024-05-08 $59.14 $11.83 $0.09 1.1218
2024-08-13 $62.82 $12.56 $0.10 1.1414
2024-11-12 $63.02 $12.60 $0.10 0.9093
2025-03-03 $63.19 $12.64 $0.10 0.8953
2025-05-12 $63.35 $12.67 $0.10 0.9171
2025-08-12 $67.04 $13.41 $0.11 0.9237
2025-11-12 $67.22 $13.44 $0.11 1.0409
2026-03-03 $67.42 $13.48 $0.11 0.8359
Total $1092.57 $218.52 $1.75 20.4583

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.

TDG

CAGR 26.96% Total 11967.74% Final $1,206,774
2006-03-15 — 2026-04-14
CLPR

CAGR -10.21% Total -62.78% Final $3,722
2017-02-10 — 2026-04-14
LLY

CAGR 13.11% Total 76021.31% Final $7,612,131
1972-06-01 — 2026-04-14