The RMR Group Inc. (RMR) Stock Total Returns
Growth of $10,000 chart
2021-04-21 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$6,288
Total Return
-37.12%
CAGR
-8.86%
Dividends
$4,392.61
Yield on Cost
43.93%
Rolling Returns
1-Month (21 Trading Days)
| Average | -0.57% |
| Median | -1.25% |
| Best | +21.32% |
| Worst | -18.96% |
| % of Windows Positive | 43.8% |
1-Year (252 Trading Days)
| Average | -11.07% |
| Median | -12.22% |
| Best | +23.79% |
| Worst | -38.43% |
| % of Windows Positive | 23.8% |
3-Year (756 Trading Days)
| Average | -27.07% |
| Median | -27.45% |
| Best | -9.32% |
| Worst | -43.80% |
| % of Windows Positive | 0.0% |
Risk Metrics
| Maximum Drawdown | -57.78% |
| Average Drawdown | -32.26% |
| Drawdown Duration | 1162 Trading Days (Unrecovered) |
| Sortino Ratio | -0.31 |
| Calmar Ratio | -0.15 |
| CVaR (5%) | -3.68% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +13.87% (+53.34% ann.) | +$1387.29 | $302.01 | $60.40 | $0.48 |
| 2025 | -21.15% | $2114.53 | $900.19 | $180.04 | $1.44 |
| 2024 | -22.59% | $2258.85 | $633.36 | $126.67 | $1.01 |
| 2023 | +5.16% | +$515.64 | $576.70 | $115.34 | $0.92 |
| 2022 | -14.84% | $1483.76 | $462.80 | $92.56 | $0.74 |
| 2021 | +6.49% | +$648.65 | $2268.61 | $453.72 | $3.63 |
| 2020 | -12.10% | $1210.08 | $337.38 | $67.47 | $0.54 |
| 2019 | -12.19% | $1218.59 | $271.33 | $54.27 | $0.44 |
| 2018 | -9.44% | $943.99 | $186.34 | $37.27 | $0.30 |
| 2017 | +52.59% | +$5259.31 | $254.80 | $50.96 | $0.41 |
| 2016 | +179.96% | +$17995.99 | $558.95 | $111.79 | $0.89 |
| 2015 partial | +21.19% (+6117.84% ann.) | +$2119.43 | $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 | December 14, 2015 – February 19, 2020 | +287.79% | +38.26% | +$28778.87 | $4121.72 | $824.35 | $6.60 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -45.44% | -99.90% | $4544.39 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +7.36% | +12.11% | +$736.29 | $448.45 | $89.69 | $0.72 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +31.47% | +29.64% | +$3147.49 | $2921.43 | $584.29 | $4.67 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -13.15% | -13.90% | $1315.01 | $491.28 | $98.26 | $0.79 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -1.05% | -0.57% | $105.03 | $1076.20 | $215.24 | $1.72 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | -25.19% | -16.71% | $2519.38 | $1127.33 | $225.47 | $1.80 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2016-04-21 | $0.2990 | 1.21% |
| 2016-07-20 | $0.2500 | 0.73% |
| 2016-10-19 | $0.2500 | 0.66% |
| 2017-01-19 | $0.2500 | 0.59% |
| 2017-04-19 | $0.2500 | 0.49% |
| 2017-07-20 | $0.2500 | 0.50% |
| 2017-10-20 | $0.2500 | 0.48% |
| 2018-01-26 | $0.2500 | 0.38% |
| 2018-04-27 | $0.2500 | 0.34% |
| 2018-07-27 | $0.2500 | 0.29% |
| 2018-10-26 | $0.3500 | 0.45% |
| 2019-01-25 | $0.3500 | 0.56% |
| 2019-04-26 | $0.3500 | 0.60% |
| 2019-07-26 | $0.3500 | 0.73% |
| 2019-10-25 | $0.3800 | 0.81% |
| 2020-01-24 | $0.3800 | 0.85% |
| 2020-04-24 | $0.3800 | 1.35% |
| 2020-07-24 | $0.3800 | 1.24% |
| 2020-10-23 | $0.3800 | 1.31% |
| 2021-01-22 | $0.3800 | 0.99% |
| 2021-04-23 | $0.3800 | 0.95% |
| 2021-07-23 | $0.3800 | 0.99% |
| 2021-09-02 | $7.0000 | 15.27% |
| 2021-10-22 | $0.3800 | 1.07% |
| 2022-01-21 | $0.3800 | 1.15% |
| 2022-04-22 | $0.4000 | 1.33% |
| 2022-07-22 | $0.4000 | 1.43% |
| 2022-10-21 | $0.4000 | 1.55% |
| 2023-01-20 | $0.4000 | 1.35% |
| 2023-04-21 | $0.4000 | 1.62% |
| 2023-07-21 | $0.4000 | 1.62% |
| 2023-10-20 | $0.4000 | 1.71% |
| 2024-01-19 | $0.4000 | 1.52% |
| 2024-04-19 | $0.4500 | 1.93% |
| 2024-07-22 | $0.4500 | 1.77% |
| 2024-10-28 | $0.4500 | 1.82% |
| 2025-01-27 | $0.4500 | 2.31% |
| 2025-04-22 | $0.4500 | 3.01% |
| 2025-07-21 | $0.4500 | 2.58% |
| 2025-10-27 | $0.4500 | 2.98% |
| 2026-01-26 | $0.4500 | 2.80% |
| Total | 41 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-21 to 2026-04-21. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-04-23 | $94.08 | $18.82 | $0.15 | 1.8892 |
| 2021-07-23 | $94.80 | $18.96 | $0.15 | 1.9772 |
| 2021-09-02 | $1760.17 | $352.03 | $2.82 | 37.3258 |
| 2021-10-22 | $109.74 | $21.95 | $0.18 | 2.5104 |
| 2022-01-21 | $110.69 | $22.14 | $0.18 | 2.7522 |
| 2022-04-22 | $117.62 | $23.52 | $0.19 | 3.2336 |
| 2022-07-22 | $118.91 | $23.78 | $0.19 | 3.4814 |
| 2022-10-21 | $120.30 | $24.06 | $0.19 | 3.7755 |
| 2023-01-20 | $121.81 | $24.36 | $0.19 | 3.3170 |
| 2023-04-21 | $123.14 | $24.63 | $0.20 | 4.0626 |
| 2023-07-21 | $124.76 | $24.95 | $0.20 | 4.1367 |
| 2023-10-20 | $126.42 | $25.28 | $0.20 | 4.4133 |
| 2024-01-19 | $128.18 | $25.64 | $0.20 | 3.9837 |
| 2024-04-19 | $146.00 | $29.20 | $0.23 | 5.1647 |
| 2024-07-22 | $148.32 | $29.66 | $0.24 | 4.7674 |
| 2024-10-28 | $150.47 | $30.09 | $0.24 | 4.9215 |
| 2025-01-27 | $152.69 | $30.54 | $0.24 | 6.3857 |
| 2025-04-22 | $155.56 | $31.11 | $0.25 | 8.4719 |
| 2025-07-21 | $159.37 | $31.87 | $0.25 | 7.6192 |
| 2025-10-27 | $162.80 | $32.56 | $0.26 | 8.8481 |
| 2026-01-26 | $166.78 | $33.36 | $0.27 | 8.6522 |
| Total | $4392.61 | $878.52 | $7.02 | 131.6897 |
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.