Ryan Specialty Holdings, Inc. (RYAN) Stock Total Returns

Growth of $10,000 chart

2021-07-22 to 2026-04-14
to
$
%
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Investment Performance

Final Value
$13,217
Total Return
32.17%
CAGR
6.08%
Dividends
$468.96
Yield on Cost
4.69%

Rolling Returns

1-Month (21 Trading Days)
Average+0.66%
Median+0.84%
Best+27.24%
Worst-24.19%
% of Windows Positive52.9%
1-Year (252 Trading Days)
Average+14.95%
Median+16.22%
Best+68.58%
Worst-55.37%
% of Windows Positive76.8%
3-Year (756 Trading Days)
Average+60.48%
Median+70.82%
Best+133.99%
Worst-15.01%
% of Windows Positive90.7%

Risk Metrics

Maximum Drawdown -57.89%
Average Drawdown -11.01%
Drawdown Duration 257 Trading Days (Unrecovered)
Sortino Ratio 0.47
Calmar Ratio 0.10
CVaR (5%) -4.93%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -30.67% (-72.37% ann.) $3066.95 $25.18 $5.04 $0.04
2025 -19.04% $1904.05 $74.97 $15.00 $0.12
2024 +50.52% +$5052.12 $156.25 $31.25 $0.24
2023 +3.64% +$363.77 $0.00 $0.00 $0.00
2022 +2.87% +$287.48 $0.00 $0.00 $0.00
2021 partial +46.73% (+137.37% ann.) +$4672.73 $0.00 $0.00 $0.00

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Reopening reflation / fiscal boom / supply bottlenecks partial July 22, 2021 – November 29, 2021 +45.85% +188.77% +$4585.45 $0.00 $0.00 $0.00
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 +15.00% +16.00% +$1499.87 $0.00 $0.00 $0.00
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +44.21% +21.84% +$4420.79 $126.28 $25.25 $0.20
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 -42.59% -29.80% $4259.37 $115.04 $23.01 $0.18

Dividend History

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

Date Per Share Yield %
2024-03-12 $0.3400 0.63%
2024-05-13 $0.1100 0.20%
2024-08-13 $0.1100 0.17%
2024-11-12 $0.1100 0.15%
2025-03-04 $0.1200 0.17%
2025-05-13 $0.1200 0.17%
2025-08-12 $0.1200 0.20%
2025-11-10 $0.1200 0.21%
2026-02-24 $0.1300 0.33%
Total 9 payments

Portfolio Dividend Returns

Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-07-22 to 2026-04-14. Change
Date Total Yield Tax Trans. Cost Shares Bought
2024-03-12 $123.64 $24.73 $0.20 1.8209
2024-05-13 $40.20 $8.04 $0.06 0.6042
2024-08-13 $40.27 $8.05 $0.06 0.4936
2024-11-12 $40.32 $8.06 $0.06 0.4493
2025-03-04 $44.04 $8.81 $0.07 0.5025
2025-05-13 $44.10 $8.82 $0.07 0.5166
2025-08-12 $44.16 $8.83 $0.07 0.5921
2025-11-10 $44.23 $8.85 $0.07 0.6182
2026-02-24 $48.00 $9.60 $0.08 0.9862
Total $468.96 $93.79 $0.74 6.5835

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.

KWR

CAGR 9.48% Total 6394.53% Final $649,453
1980-03-17 — 2026-04-14
STRA

CAGR 9.71% Total 1469.81% Final $156,981
1996-07-25 — 2026-04-14
CELC

CAGR 28.31% Total 745.70% Final $84,570
2017-09-20 — 2026-04-14