TransUnion (TRU) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$6,798
Total Return
-32.02%
CAGR
-7.43%
Dividends
$207.32
Yield on Cost
2.07%
Rolling Returns
1-Month (21 Trading Days)
| Average | -0.17% |
| Median | +0.23% |
| Best | +37.48% |
| Worst | -39.69% |
| % of Windows Positive | 50.8% |
1-Year (252 Trading Days)
| Average | -1.84% |
| Median | -3.19% |
| Best | +139.08% |
| Worst | -54.81% |
| % of Windows Positive | 43.3% |
3-Year (756 Trading Days)
| Average | +4.26% |
| Median | +2.35% |
| Best | +64.75% |
| Worst | -32.86% |
| % of Windows Positive | 54.1% |
Risk Metrics
| Maximum Drawdown | -64.99% |
| Average Drawdown | -31.80% |
| Drawdown Duration | 1187 Trading Days (Unrecovered) |
| Sortino Ratio | -0.01 |
| Calmar Ratio | -0.11 |
| CVaR (5%) | -5.43% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -18.86% (-39.09% ann.) | $1886.13 | $29.17 | $5.83 | $0.05 |
| 2025 | -7.12% | $711.90 | $49.69 | $9.94 | $0.07 |
| 2024 | +35.45% | +$3544.71 | $61.22 | $12.25 | $0.10 |
| 2023 | +21.69% | +$2169.07 | $74.15 | $14.83 | $0.12 |
| 2022 | -51.95% | $5194.79 | $33.78 | $6.76 | $0.06 |
| 2021 | +19.83% | +$1983.39 | $36.32 | $7.26 | $0.06 |
| 2020 | +16.23% | +$1623.14 | $35.08 | $7.02 | $0.06 |
| 2019 | +51.21% | +$5121.15 | $52.88 | $10.58 | $0.09 |
| 2018 | +3.63% | +$362.67 | $40.97 | $8.20 | $0.07 |
| 2017 | +77.69% | +$7769.15 | $0.00 | $0.00 | $0.00 |
| 2016 | +12.19% | +$1218.72 | $0.00 | $0.00 | $0.00 |
| 2015 partial | +8.54% (+17.17% ann.) | +$854.33 | $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 | June 25, 2015 – February 19, 2020 | +297.27% | +34.50% | +$29727.30 | $207.24 | $41.46 | $0.35 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -43.66% | -99.86% | $4366.05 | $7.47 | $1.49 | $0.01 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +43.06% | +77.92% | +$4306.04 | $24.32 | $4.87 | $0.04 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +19.97% | +18.85% | +$1996.95 | $45.64 | $9.13 | $0.07 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -50.94% | -53.05% | $5094.07 | $26.55 | $5.31 | $0.04 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +62.16% | +29.80% | +$6215.82 | $135.57 | $27.12 | $0.23 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -30.86% | -19.46% | $3086.06 | $80.83 | $16.17 | $0.13 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2018-05-22 | $0.0750 | 0.11% |
| 2018-08-21 | $0.0750 | 0.10% |
| 2018-11-20 | $0.0750 | 0.12% |
| 2019-03-06 | $0.0750 | 0.12% |
| 2019-05-22 | $0.0750 | 0.11% |
| 2019-08-21 | $0.0750 | 0.09% |
| 2019-11-26 | $0.0750 | 0.09% |
| 2020-03-12 | $0.0750 | 0.09% |
| 2020-05-27 | $0.0750 | 0.09% |
| 2020-08-19 | $0.0750 | 0.09% |
| 2020-11-24 | $0.0750 | 0.08% |
| 2021-03-10 | $0.0750 | 0.08% |
| 2021-05-25 | $0.0950 | 0.09% |
| 2021-08-24 | $0.0950 | 0.08% |
| 2021-11-23 | $0.0950 | 0.08% |
| 2022-03-09 | $0.0950 | 0.10% |
| 2022-05-26 | $0.0950 | 0.12% |
| 2022-08-24 | $0.1050 | 0.13% |
| 2022-11-16 | $0.1050 | 0.16% |
| 2023-03-08 | $0.1050 | 0.17% |
| 2023-05-18 | $0.1050 | 0.15% |
| 2023-08-22 | $0.1050 | 0.14% |
| 2023-11-16 | $0.1050 | 0.18% |
| 2024-03-06 | $0.1050 | 0.14% |
| 2024-05-16 | $0.1050 | 0.13% |
| 2024-08-23 | $0.1050 | 0.11% |
| 2024-11-22 | $0.1050 | 0.11% |
| 2025-02-27 | $0.1150 | 0.12% |
| 2025-05-22 | $0.1150 | 0.14% |
| 2025-08-22 | $0.1150 | 0.13% |
| 2025-11-21 | $0.1150 | 0.14% |
| 2026-02-26 | $0.1250 | 0.17% |
| 2026-05-27 | $0.1250 | 0.18% |
| Total | 33 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 |
|---|---|---|---|---|
| 2021-08-24 | $9.11 | $1.82 | $0.01 | 0.0613 |
| 2021-11-23 | $9.12 | $1.82 | $0.01 | 0.0639 |
| 2022-03-09 | $9.12 | $1.83 | $0.01 | 0.0769 |
| 2022-05-26 | $9.13 | $1.83 | $0.01 | 0.0855 |
| 2022-08-24 | $10.10 | $2.02 | $0.02 | 0.1008 |
| 2022-11-16 | $10.11 | $2.02 | $0.02 | 0.1265 |
| 2023-03-08 | $10.13 | $2.03 | $0.02 | 0.1268 |
| 2023-05-18 | $10.14 | $2.03 | $0.02 | 0.1143 |
| 2023-08-22 | $10.15 | $2.03 | $0.02 | 0.1063 |
| 2023-11-16 | $10.16 | $2.03 | $0.02 | 0.1431 |
| 2024-03-06 | $10.18 | $2.04 | $0.02 | 0.1027 |
| 2024-05-16 | $10.19 | $2.04 | $0.02 | 0.1032 |
| 2024-08-23 | $10.20 | $2.04 | $0.02 | 0.0837 |
| 2024-11-22 | $10.21 | $2.04 | $0.02 | 0.0822 |
| 2025-02-27 | $11.19 | $2.24 | $0.02 | 0.0974 |
| 2025-05-22 | $11.20 | $2.24 | $0.02 | 0.1059 |
| 2025-08-22 | $11.21 | $2.24 | $0.02 | 0.0983 |
| 2025-11-21 | $11.22 | $2.25 | $0.02 | 0.1068 |
| 2026-02-26 | $12.21 | $2.44 | $0.02 | 0.1246 |
| 2026-05-27 | $12.23 | $2.45 | $0.02 | 0.1378 |
| Total | $207.32 | $41.47 | $0.33 | 2.0481 |
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.