United States Lime & Minerals, Inc. (USLM) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$48,429
Total Return
384.29%
CAGR
37.10%
Dividends
$321.28
Yield on Cost
3.21%

Rolling Returns

1-Month (21 Trading Days)
Average+3.17%
Median+2.05%
Best+47.99%
Worst-23.56%
% of Windows Positive58.4%
1-Year (252 Trading Days)
Average+55.95%
Median+53.28%
Best+270.11%
Worst-31.28%
% of Windows Positive81.2%
3-Year (756 Trading Days)
Average+325.87%
Median+341.42%
Best+549.06%
Worst+104.56%
% of Windows Positive100.0%

Risk Metrics

Maximum Drawdown -45.88%
Average Drawdown -14.96%
Drawdown Duration 342 Trading Days (Unrecovered)
Sortino Ratio 1.66
Calmar Ratio 0.81
CVaR (5%) -4.70%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +14.71% (+61.91% ann.) +$1470.72 $5.01 $1.00 $0.0080
2025 -9.63% $963.41 $18.09 $3.62 $0.03
2024 +188.74% +$18873.89 $43.46 $8.69 $0.07
2023 +64.20% +$6419.75 $56.91 $11.38 $0.09
2022 +9.69% +$968.81 $62.13 $12.43 $0.10
2021 +13.59% +$1359.16 $56.22 $11.24 $0.09
2020 +26.98% +$2697.96 $71.04 $14.21 $0.11
2019 +33.48% +$3347.55 $833.74 $166.75 $1.33
2018 -7.39% $739.01 $70.19 $14.04 $0.11
2017 +2.34% +$233.63 $71.44 $14.29 $0.11
2016 +38.77% +$3876.78 $91.23 $18.25 $0.15
2015 -24.04% $2403.76 $68.79 $13.76 $0.11
2014 +19.88% +$1988.26 $81.95 $16.39 $0.13
2013 +29.82% +$2981.75 $0.00 $0.00 $0.00
2012 -21.61% $2161.04 $0.00 $0.00 $0.00
2011 +42.68% +$4267.74 $0.00 $0.00 $0.00
2010 +22.01% +$2200.98 $0.00 $0.00 $0.00
2009 +44.18% +$4417.54 $0.00 $0.00 $0.00
2008 -21.09% $2108.73 $0.00 $0.00 $0.00
2007 +0.66% +$66.34 $0.00 $0.00 $0.00
2006 +13.90% +$1390.25 $0.00 $0.00 $0.00
2005 +133.22% +$13321.59 $0.00 $0.00 $0.00
2004 +68.15% +$6814.82 $0.00 $0.00 $0.00
2003 +84.46% +$8446.29 $135.50 $27.10 $0.21
2002 -33.38% $3338.15 $177.85 $35.57 $0.28
2001 +14.83% +$1483.10 $201.16 $40.24 $0.32
2000 -27.69% $2768.69 $143.47 $28.70 $0.23
1999 -2.43% $242.75 $138.46 $27.69 $0.23
1998 -0.65% $65.11 $136.15 $27.23 $0.23
1997 -14.83% $1482.84 $114.75 $22.95 $0.19
1996 +0.81% +$81.26 $114.61 $22.92 $0.18
1995 +46.62% +$4661.72 $83.44 $16.69 $0.13
1994 +20.00% +$2000.00 $0.00 $0.00 $0.00
1993 +33.33% +$3333.34 $0.00 $0.00 $0.00
1992 -25.00% $2500.00 $0.00 $0.00 $0.00
1991 +25.00% +$2500.01 $0.00 $0.00 $0.00
1990 -44.83% $4482.76 $0.00 $0.00 $0.00
1989 -23.68% $2368.42 $0.00 $0.00 $0.00
1988 +130.30% +$13030.31 $0.00 $0.00 $0.00
1987 -30.28% $3028.17 $0.00 $0.00 $0.00
1986 +5.97% +$597.00 $0.00 $0.00 $0.00
1985 +9.84% +$983.61 $0.00 $0.00 $0.00
1984 +10.91% +$1090.91 $0.00 $0.00 $0.00
1983 +5.77% +$576.93 $0.00 $0.00 $0.00
1982 +15.56% +$1555.56 $0.00 $0.00 $0.00
1981 -2.17% $217.39 $0.00 $0.00 $0.00
1980 partial -9.80% (-12.23% ann.) $980.39 $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 +3.25% +0.70% +$325.06 $606.93 $121.40 $0.98
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 -49.24% -23.16% $4923.61 $322.42 $64.49 $0.51
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +850.07% +56.92% +$85007.20 $195.83 $39.16 $0.30
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -46.62% -35.88% $4662.16 $0.00 $0.00 $0.00
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +147.76% +30.84% +$14776.27 $0.00 $0.00 $0.00
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +93.23% +9.09% +$9322.97 $1792.47 $358.49 $2.87
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -24.83% -96.15% $2482.93 $18.48 $3.70 $0.03
Policy bazooka / monetary euphoria March 25, 2020 – November 6, 2020 +41.92% +76.09% +$4192.04 $47.40 $9.48 $0.08
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +28.10% +26.48% +$2809.77 $81.10 $16.22 $0.13
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 +10.16% +10.82% +$1015.51 $50.43 $10.09 $0.08
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +220.96% +87.60% +$22096.03 $127.99 $25.60 $0.20
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +54.19% +31.79% +$5418.99 $39.25 $7.85 $0.06

Dividend History

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

Date Per Share Yield %
1995-08-30 $0.0050 0.34%
1995-11-29 $0.0050 0.33%
1996-02-28 $0.0050 0.26%
1996-05-30 $0.0050 0.20%
1996-08-29 $0.0050 0.27%
1996-11-27 $0.0050 0.29%
1997-02-27 $0.0050 0.34%
1997-05-29 $0.0050 0.33%
1997-08-28 $0.0050 0.29%
1997-11-28 $0.0050 0.31%
1998-02-26 $0.0050 0.38%
1998-05-29 $0.0050 0.31%
1998-08-28 $0.0050 0.34%
1998-11-27 $0.0050 0.32%
1999-02-25 $0.0050 0.31%
1999-05-27 $0.0050 0.31%
1999-08-30 $0.0050 0.34%
1999-11-29 $0.0050 0.35%
2000-02-28 $0.0050 0.36%
2000-05-30 $0.0050 0.36%
2000-08-30 $0.0050 0.38%
2000-11-29 $0.0050 0.45%
2001-02-27 $0.0050 0.49%
2001-05-30 $0.0050 0.51%
2001-08-29 $0.0050 0.42%
2001-11-29 $0.0050 0.50%
2002-02-27 $0.0050 0.52%
2002-05-29 $0.0050 0.54%
2002-08-28 $0.0050 0.65%
2002-11-27 $0.0050 0.64%
2003-03-04 $0.0050 0.68%
2003-05-29 $0.0050 0.72%
2014-02-26 $0.0250 0.22%
2014-05-28 $0.0250 0.20%
2014-08-27 $0.0250 0.21%
2014-11-25 $0.0250 0.18%
2015-02-25 $0.0250 0.18%
2015-05-27 $0.0250 0.21%
2015-08-26 $0.0250 0.26%
2015-11-24 $0.0250 0.26%
2016-02-24 $0.0250 0.25%
2016-05-25 $0.0250 0.25%
2016-08-24 $0.0250 0.20%
2016-11-22 $0.0250 0.17%
2017-02-22 $0.0270 0.18%
2017-05-24 $0.0270 0.17%
2017-08-23 $0.0270 0.17%
2017-11-22 $0.0270 0.16%
2018-02-22 $0.0270 0.18%
2018-05-24 $0.0270 0.17%
2018-08-23 $0.0270 0.18%
2018-11-21 $0.0270 0.18%
2019-02-21 $0.0270 0.18%
2019-05-23 $0.0270 0.16%
2019-08-22 $0.0270 0.17%
2019-11-21 $0.0270 0.14%
2019-12-05 $1.0700 5.19%
2020-02-20 $0.0320 0.18%
2020-05-21 $0.0320 0.20%
2020-08-27 $0.0320 0.17%
2020-11-19 $0.0320 0.16%
2021-02-18 $0.0320 0.12%
2021-05-20 $0.0320 0.12%
2021-08-19 $0.0320 0.11%
2021-11-18 $0.0320 0.12%
2022-02-24 $0.0400 0.17%
2022-05-26 $0.0400 0.18%
2022-08-25 $0.0400 0.19%
2022-11-23 $0.0400 0.15%
2023-02-23 $0.0400 0.12%
2023-05-25 $0.0400 0.11%
2023-08-24 $0.0400 0.09%
2023-11-22 $0.0400 0.09%
2024-02-22 $0.0500 0.10%
2024-05-23 $0.0500 0.07%
2024-08-23 $0.0500 0.06%
2024-11-22 $0.0500 0.03%
2025-02-21 $0.0600 0.06%
2025-05-23 $0.0600 0.06%
2025-08-22 $0.0600 0.05%
2025-11-21 $0.0600 0.05%
2026-02-20 $0.0600 0.06%
Total 82 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
2021-05-20 $11.11 $2.22 $0.02 0.3192
2021-08-19 $11.12 $2.22 $0.02 0.3040
2021-11-18 $11.13 $2.23 $0.02 0.3279
2022-02-24 $13.93 $2.79 $0.02 0.4718
2022-05-26 $13.95 $2.79 $0.02 0.4789
2022-08-25 $13.96 $2.79 $0.02 0.5139
2022-11-23 $13.99 $2.80 $0.02 0.4144
2023-02-23 $14.00 $2.80 $0.02 0.3419
2023-05-25 $14.02 $2.80 $0.02 0.3099
2023-08-24 $14.03 $2.81 $0.02 0.2628
2023-11-22 $14.04 $2.81 $0.02 0.2621
2024-02-22 $17.56 $3.51 $0.03 0.2804
2024-05-23 $17.58 $3.52 $0.03 0.1994
2024-08-23 $17.59 $3.52 $0.03 0.1725
2024-11-22 $17.59 $3.52 $0.03 0.0938
2025-02-21 $21.12 $4.22 $0.03 0.1771
2025-05-23 $21.13 $4.23 $0.03 0.1644
2025-08-22 $21.14 $4.23 $0.03 0.1389
2025-11-21 $21.15 $4.23 $0.03 0.1419
2026-02-20 $21.16 $4.23 $0.03 0.1551
Total $321.28 $64.26 $0.51 5.5304

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.

ATLN

CAGR -61.23% Total -98.76% Final $124.45
2021-08-27 — 2026-04-14
HCA

CAGR 22.12% Total 1942.56% Final $204,256
2011-03-10 — 2026-04-14
REAL

CAGR -13.76% Total -63.43% Final $3,657
2019-06-28 — 2026-04-14