USA Rare Earth, Inc. (USAR) Stock Total Returns
Growth of $10,000 chart
2023-07-17 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$27,786
Total Return
177.86%
CAGR
42.59%
Dividends
$0.00
Yield on Cost
0.00%
Rolling Returns
1-Month (21 Trading Days)
| Average | +5.80% |
| Median | +0.48% |
| Best | +175.11% |
| Worst | -55.91% |
| % of Windows Positive | 75.1% |
1-Year (252 Trading Days)
| Average | +39.84% |
| Median | +20.73% |
| Best | +264.68% |
| Worst | -45.03% |
| % of Windows Positive | 90.3% |
3-Year (756 Trading Days)
Risk Metrics
| Maximum Drawdown | -69.23% |
| Average Drawdown | -18.59% |
| Drawdown Duration | 160 Trading Days (Unrecovered) |
| Sortino Ratio | 1.46 |
| Calmar Ratio | 0.62 |
| CVaR (5%) | -13.29% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +135.13% (+659.69% ann.) | +$13512.60 | $0.00 | $0.00 | $0.00 |
| 2025 | +3.66% | +$365.85 | $0.00 | $0.00 | $0.00 |
| 2024 | +11.13% | +$1113.27 | $0.00 | $0.00 | $0.00 |
| 2023 partial | +2.58% (+5.81% ann.) | +$258.19 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Disinflation rebound / AI-led narrow bull / higher-for-longer partial | July 17, 2023 – September 17, 2024 | +6.52% | +5.54% | +$652.43 | $0.00 | $0.00 | $0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +161.13% | +75.55% | +$16112.92 | $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.