NASDAQ:JRVR | Roast Me | James River Group Holdings, Inc.

38/120 All 120 Win/Lose results shown below

Every strict quarterly win earns 1 point. A loss, tie, or unavailable scoring value earns 0. Gray context columns never affect the score. CEO quarterly pay is the explicitly marked annual ÷ 4 estimate.

Trailing 1 year (4 quarters): 2 wins, 10 lossesLast fetched: 4 Sept 2026

Complete point ledger

Each cell identifies the missing side explicitly. Unavailable evidence scores 0 only in Win/Lose columns; gray columns award no points.

QuarterTotal returnRevenue growthEPS growthNet marginNon-scoringTrailing P/ENon-scoringPrice/bookNon-scoringCEO quarterly payNon-scoringImplied DilutionNon-scoringImplied BuybackNon-scoring
2026-Q20/3 LoseJRVR / S&P
-29.98% / 15.20%
LoseJRVR / S&P
-1.82% / 15.00%
LoseJRVR / S&P
-113.33% / 50.40%
Non-scoringJRVR / S&P
4.68% / 15.70%
Non-scoringJRVR / S&P
6.66 / 28.47
Non-scoringJRVR / S&P
0.39 / S&P unavailable
Non-scoringJRVR / S&P
JRVR unavailable / S&P unavailable
Non-scoringJRVR / S&P
JRVR unavailable / $0.00b
Non-scoringJRVR / S&P
JRVR unavailable / $0.36b
2026-Q11/3 WinJRVR / S&P
-0.79% / -4.33%
LoseJRVR / S&P
-1.78% / 11.30%
LoseJRVR / S&P
-112.38% / 27.70%
Non-scoringJRVR / S&P
4.34% / 14.80%
Non-scoringJRVR / S&P
10.07 / 25.43
Non-scoringJRVR / S&P
0.56 / S&P unavailable
Non-scoringJRVR / S&P
JRVR unavailable / S&P unavailable
Non-scoringJRVR / S&P
JRVR unavailable / $0.27b
Non-scoringJRVR / S&P
JRVR unavailable / $0.00b
2025-Q41/3 WinJRVR / S&P
14.76% / 2.65%
LoseJRVR / S&P
-2.83% / 9.00%
LoseJRVR / S&P
-125.99% / 13.40%
Non-scoringJRVR / S&P
6.90% / 13.20%
Non-scoringJRVR / S&P
6.16 / 28.48
Non-scoringJRVR / S&P
0.54 / 5.39
Non-scoringJRVR / S&P
JRVR unavailable / $4.42m
Non-scoringJRVR / S&P
JRVR unavailable / $0.00b
Non-scoringJRVR / S&P
JRVR unavailable / $0.20b
2025-Q30/3 LoseJRVR / S&P
-5.11% / 8.12%
LoseJRVR / S&P
-19.08% / 4.61%
LoseJRVR / S&P
-52.36% / 13.45%
Non-scoringJRVR / S&P
-7.64% / 11.78%
Non-scoringJRVR / S&P
JRVR unavailable / 28.13
Non-scoringJRVR / S&P
0.51 / 5.27
Non-scoringJRVR / S&P
JRVR unavailable / $4.42m
Non-scoringJRVR / S&P
JRVR unavailable / $0.11b
Non-scoringJRVR / S&P
JRVR unavailable / $0.00b
2025-Q21/3 WinJRVR / S&P
39.76% / 10.94%
LoseJRVR / S&P
-18.65% / 4.83%
LoseJRVR / S&P
6.11% / 10.63%
Non-scoringJRVR / S&P
-13.50% / 11.45%
Non-scoringJRVR / S&P
JRVR unavailable / 27.10
Non-scoringJRVR / S&P
0.55 / 5.01
Non-scoringJRVR / S&P
JRVR unavailable / $4.42m
Non-scoringJRVR / S&P
JRVR unavailable / $0.00b
Non-scoringJRVR / S&P
JRVR unavailable / $0.23b
2025-Q11/3 LoseJRVR / S&P
-13.55% / -4.27%
LoseJRVR / S&P
-17.66% / 4.98%
WinJRVR / S&P
11.76% / 10.57%
Non-scoringJRVR / S&P
-12.81% / 11.39%
Non-scoringJRVR / S&P
JRVR unavailable / 26.23
Non-scoringJRVR / S&P
0.40 / 4.69
Non-scoringJRVR / S&P
JRVR unavailable / $4.42m
Non-scoringJRVR / S&P
JRVR unavailable / $0.00b
Non-scoringJRVR / S&P
JRVR unavailable / $0.10b
2024-Q40/3 LoseJRVR / S&P
-22.16% / 2.41%
LoseJRVR / S&P
-13.17% / 5.25%
LoseJRVR / S&P
-0.65% / 6.15%
Non-scoringJRVR / S&P
-11.46% / 11.29%
Non-scoringJRVR / S&P
JRVR unavailable / 28.60
Non-scoringJRVR / S&P
0.48 / 4.99
Non-scoringJRVR / S&P
JRVR unavailable / $4.28m
Non-scoringJRVR / S&P
JRVR unavailable / $0.00b
Non-scoringJRVR / S&P
JRVR unavailable / $0.08b
2024-Q31/3 LoseJRVR / S&P
-18.29% / 5.89%
WinJRVR / S&P
19.19% / 5.89%
LoseJRVR / S&P
-437.68% / 6.11%
Non-scoringJRVR / S&P
-20.84% / 10.87%
Non-scoringJRVR / S&P
JRVR unavailable / 28.09
Non-scoringJRVR / S&P
0.45 / 4.94
Non-scoringJRVR / S&P
JRVR unavailable / $4.28m
Non-scoringJRVR / S&P
JRVR unavailable / $0.00b
Non-scoringJRVR / S&P
JRVR unavailable / $0.21b
2024-Q21/3 LoseJRVR / S&P
-16.33% / 4.28%
WinJRVR / S&P
23.68% / 5.38%
LoseJRVR / S&P
-520.27% / 5.12%
Non-scoringJRVR / S&P
-13.15% / 10.85%
Non-scoringJRVR / S&P
JRVR unavailable / 27.64
Non-scoringJRVR / S&P
0.54 / 4.79
Non-scoringJRVR / S&P
JRVR unavailable / $4.28m
Non-scoringJRVR / S&P
JRVR unavailable / $0.00b
Non-scoringJRVR / S&P
JRVR unavailable / $0.36b
2024-Q11/3 LoseJRVR / S&P
1.17% / 10.56%
WinJRVR / S&P
26.57% / 5.71%
LoseJRVR / S&P
-655.77% / 5.59%
Non-scoringJRVR / S&P
-12.04% / 10.81%
Non-scoringJRVR / S&P
JRVR unavailable / 27.02
Non-scoringJRVR / S&P
0.65 / 4.71
Non-scoringJRVR / S&P
JRVR unavailable / $4.28m
Non-scoringJRVR / S&P
JRVR unavailable / $0.00b
Non-scoringJRVR / S&P
JRVR unavailable / $0.12b
2023-Q41/3 LoseJRVR / S&P
-39.46% / 11.69%
WinJRVR / S&P
23.19% / 6.81%
LoseJRVR / S&P
-618.64% / 7.78%
Non-scoringJRVR / S&P
-12.89% / 11.19%
Non-scoringJRVR / S&P
JRVR unavailable / 24.35
Non-scoringJRVR / S&P
0.65 / 4.31
Non-scoringJRVR / S&P
JRVR unavailable / $4.08m
Non-scoringJRVR / S&P
JRVR unavailable / $0.00b
Non-scoringJRVR / S&P
JRVR unavailable / $0.01b
2023-Q30/3 LoseJRVR / S&P
-15.64% / -3.27%
LoseJRVR / S&P
6.16% / 7.52%
LoseJRVR / S&P
-184.66% / -5.03%
Non-scoringJRVR / S&P
9.37% / 10.84%
Non-scoringJRVR / S&P
9.20 / 23.93
Non-scoringJRVR / S&P
1.03 / 3.98
Non-scoringJRVR / S&P
JRVR unavailable / $4.08m
Non-scoringJRVR / S&P
JRVR unavailable / $0.00b
Non-scoringJRVR / S&P
JRVR unavailable / $0.24b
2023-Q20/3 LoseJRVR / S&P
-11.36% / 8.74%
LoseJRVR / S&P
6.44% / 9.50%
LoseJRVR / S&P
-135.58% / -8.57%
Non-scoringJRVR / S&P
5.84% / 10.88%
Non-scoringJRVR / S&P
17.78 / 24.01
Non-scoringJRVR / S&P
1.17 / 4.19
Non-scoringJRVR / S&P
JRVR unavailable / $4.08m
Non-scoringJRVR / S&P
JRVR unavailable / $0.00b
Non-scoringJRVR / S&P
JRVR unavailable / $0.17b
2023-Q10/3 LoseJRVR / S&P
-1.03% / 7.50%
LoseJRVR / S&P
3.71% / 10.77%
LoseJRVR / S&P
-132.30% / -15.69%
Non-scoringJRVR / S&P
4.66% / 10.82%
Non-scoringJRVR / S&P
25.57 / 22.66
Non-scoringJRVR / S&P
1.32 / 3.93
Non-scoringJRVR / S&P
JRVR unavailable / $4.08m
Non-scoringJRVR / S&P
JRVR unavailable / $0.00b
Non-scoringJRVR / S&P
JRVR unavailable / $0.13b
2022-Q40/3 LoseJRVR / S&P
-8.13% / 7.56%
LoseJRVR / S&P
8.62% / 11.88%
LoseJRVR / S&P
-111.28% / -17.99%
Non-scoringJRVR / S&P
4.68% / 11.09%
Non-scoringJRVR / S&P
25.30 / 22.65
Non-scoringJRVR / S&P
1.41 / 3.75
Non-scoringJRVR / S&P
JRVR unavailable / $3.70m
Non-scoringJRVR / S&P
JRVR unavailable / $0.00b
Non-scoringJRVR / S&P
JRVR unavailable / $0.15b
2022-Q30/3 LoseJRVR / S&P
-7.76% / -4.88%
LoseJRVR / S&P
-16.88% / 13.47%
LoseJRVR / S&P
-59.85% / -1.41%
Non-scoringJRVR / S&P
-8.40% / 12.28%
Non-scoringJRVR / S&P
JRVR unavailable / 20.58
Non-scoringJRVR / S&P
1.62 / 3.60
Non-scoringJRVR / S&P
JRVR unavailable / $3.70m
Non-scoringJRVR / S&P
JRVR unavailable / $0.00b
Non-scoringJRVR / S&P
JRVR unavailable / $0.17b
2022-Q21/3 WinJRVR / S&P
0.36% / -16.10%
LoseJRVR / S&P
-16.75% / 13.71%
LoseJRVR / S&P
-19.07% / 11.04%
Non-scoringJRVR / S&P
-11.64% / 13.03%
Non-scoringJRVR / S&P
JRVR unavailable / 20.28
Non-scoringJRVR / S&P
1.56 / 3.78
Non-scoringJRVR / S&P
JRVR unavailable / $3.70m
Non-scoringJRVR / S&P
JRVR unavailable / $0.00b
Non-scoringJRVR / S&P
JRVR unavailable / $0.17b
2022-Q10/3 LoseJRVR / S&P
-13.93% / -4.60%
LoseJRVR / S&P
-15.29% / 15.97%
LoseJRVR / S&P
-19.90% / 42.23%
Non-scoringJRVR / S&P
-9.42% / 14.22%
Non-scoringJRVR / S&P
JRVR unavailable / 22.19
Non-scoringJRVR / S&P
1.43 / 4.51
Non-scoringJRVR / S&P
JRVR unavailable / $3.70m
Non-scoringJRVR / S&P
JRVR unavailable / $0.00b
Non-scoringJRVR / S&P
JRVR unavailable / $0.20b
2021-Q40/3 LoseJRVR / S&P
-22.75% / 11.03%
LoseJRVR / S&P
-8.92% / 15.00%
LoseJRVR / S&P
-3586.67% / 96.40%
Non-scoringJRVR / S&P
-28.37% / 15.13%
Non-scoringJRVR / S&P
JRVR unavailable / 23.63
Non-scoringJRVR / S&P
1.48 / 4.73
Non-scoringJRVR / S&P
JRVR unavailable / $3.63m
Non-scoringJRVR / S&P
JRVR unavailable / $0.00b
Non-scoringJRVR / S&P
JRVR unavailable / $0.13b
2021-Q31/3 WinJRVR / S&P
1.43% / 0.58%
LoseJRVR / S&P
6.16% / 10.77%
LoseJRVR / S&P
-376.19% / 69.42%
Non-scoringJRVR / S&P
-16.69% / 14.13%
Non-scoringJRVR / S&P
JRVR unavailable / 25.35
Non-scoringJRVR / S&P
1.73 / 4.38
Non-scoringJRVR / S&P
JRVR unavailable / $3.63m
Non-scoringJRVR / S&P
JRVR unavailable / $0.00b
Non-scoringJRVR / S&P
JRVR unavailable / $0.19b
2021-Q21/3 LoseJRVR / S&P
-17.05% / 8.55%
LoseJRVR / S&P
-3.05% / 6.58%
WinJRVR / S&P
1123.81% / 51.81%
Non-scoringJRVR / S&P
-10.26% / 13.34%
Non-scoringJRVR / S&P
JRVR unavailable / 26.70
Non-scoringJRVR / S&P
1.63 / 4.43
Non-scoringJRVR / S&P
JRVR unavailable / $3.63m
Non-scoringJRVR / S&P
JRVR unavailable / $0.00b
Non-scoringJRVR / S&P
JRVR unavailable / $0.11b
2021-Q11/3 LoseJRVR / S&P
-6.59% / 6.17%
LoseJRVR / S&P
-7.71% / -1.06%
WinJRVR / S&P
183.10% / 7.39%
Non-scoringJRVR / S&P
-8.34% / 11.60%
Non-scoringJRVR / S&P
JRVR unavailable / 30.50
Non-scoringJRVR / S&P
2.19 / 4.23
Non-scoringJRVR / S&P
JRVR unavailable / $3.63m
Non-scoringJRVR / S&P
JRVR unavailable / $0.00b
Non-scoringJRVR / S&P
JRVR unavailable / $0.10b
2020-Q40/3 LoseJRVR / S&P
11.09% / 12.15%
LoseJRVR / S&P
-26.28% / -3.72%
LoseJRVR / S&P
-88.00% / -33.42%
Non-scoringJRVR / S&P
0.72% / 8.86%
Non-scoringJRVR / S&P
312.27 / 39.26
Non-scoringJRVR / S&P
1.89 / 4.05
Non-scoringJRVR / S&P
JRVR unavailable / $3.17m
Non-scoringJRVR / S&P
JRVR unavailable / $0.00b
Non-scoringJRVR / S&P
JRVR unavailable / $0.01b
2020-Q31/3 LoseJRVR / S&P
-0.43% / 8.93%
LoseJRVR / S&P
-18.72% / -2.04%
WinJRVR / S&P
51.55% / -27.10%
Non-scoringJRVR / S&P
6.37% / 9.24%
Non-scoringJRVR / S&P
29.92 / 34.27
Non-scoringJRVR / S&P
1.66 / 3.65
Non-scoringJRVR / S&P
JRVR unavailable / $3.17m
Non-scoringJRVR / S&P
JRVR unavailable / $0.02b
Non-scoringJRVR / S&P
JRVR unavailable / $0.00b
2020-Q21/3 WinJRVR / S&P
25.13% / 20.54%
LoseJRVR / S&P
-11.91% / -0.46%
LoseJRVR / S&P
-108.61% / -27.11%
Non-scoringJRVR / S&P
-0.77% / 9.37%
Non-scoringJRVR / S&P
JRVR unavailable / 31.29
Non-scoringJRVR / S&P
1.73 / 3.44
Non-scoringJRVR / S&P
JRVR unavailable / $3.17m
Non-scoringJRVR / S&P
JRVR unavailable / $0.00b
Non-scoringJRVR / S&P
JRVR unavailable / $0.03b
2020-Q11/3 WinJRVR / S&P
-11.26% / -19.60%
LoseJRVR / S&P
-8.86% / 3.47%
LoseJRVR / S&P
-130.34% / -14.75%
Non-scoringJRVR / S&P
-2.64% / 10.68%
Non-scoringJRVR / S&P
JRVR unavailable / 22.80
Non-scoringJRVR / S&P
1.54 / 2.92
Non-scoringJRVR / S&P
JRVR unavailable / $3.17m
Non-scoringJRVR / S&P
JRVR unavailable / $0.00b
Non-scoringJRVR / S&P
JRVR unavailable / $0.05b
2019-Q40/3 LoseJRVR / S&P
-19.00% / 9.07%
LoseJRVR / S&P
2.43% / 5.36%
LoseJRVR / S&P
-40.76% / 2.99%
Non-scoringJRVR / S&P
4.23% / 12.81%
Non-scoringJRVR / S&P
32.70 / 22.78
Non-scoringJRVR / S&P
1.61 / 3.53
Non-scoringJRVR / S&P
JRVR unavailable / $3.08m
Non-scoringJRVR / S&P
JRVR unavailable / $0.00b
Non-scoringJRVR / S&P
JRVR unavailable / $0.05b
2019-Q31/3 WinJRVR / S&P
9.92% / 1.70%
LoseJRVR / S&P
-0.96% / 5.02%
LoseJRVR / S&P
-43.93% / 0.21%
Non-scoringJRVR / S&P
3.35% / 12.41%
Non-scoringJRVR / S&P
52.81 / 22.44
Non-scoringJRVR / S&P
2.03 / 3.30
Non-scoringJRVR / S&P
JRVR unavailable / $3.08m
Non-scoringJRVR / S&P
JRVR unavailable / $0.00b
Non-scoringJRVR / S&P
JRVR unavailable / $0.09b
2019-Q22/3 WinJRVR / S&P
17.78% / 4.30%
LoseJRVR / S&P
-1.30% / 6.64%
WinJRVR / S&P
70.63% / 8.65%
Non-scoringJRVR / S&P
8.50% / 12.79%
Non-scoringJRVR / S&P
19.16 / 21.37
Non-scoringJRVR / S&P
1.80 / 3.32
Non-scoringJRVR / S&P
JRVR unavailable / $3.08m
Non-scoringJRVR / S&P
JRVR unavailable / $0.00b
Non-scoringJRVR / S&P
JRVR unavailable / $0.27b
2019-Q11/3 LoseJRVR / S&P
9.69% / 13.65%
LoseJRVR / S&P
2.54% / 8.12%
WinJRVR / S&P
73.33% / 14.29%
Non-scoringJRVR / S&P
8.05% / 12.97%
Non-scoringJRVR / S&P
17.04 / 20.86
Non-scoringJRVR / S&P
1.60 / 3.26
Non-scoringJRVR / S&P
JRVR unavailable / $3.08m
Non-scoringJRVR / S&P
JRVR unavailable / $0.00b
Non-scoringJRVR / S&P
JRVR unavailable / $34.35b
2018-Q41/3 LoseJRVR / S&P
-13.57% / -13.52%
LoseJRVR / S&P
8.31% / 9.05%
WinJRVR / S&P
46.53% / 18.23%
Non-scoringJRVR / S&P
7.21% / 13.10%
Non-scoringJRVR / S&P
17.17 / 19.39
Non-scoringJRVR / S&P
1.55 / 2.94
Non-scoringJRVR / S&P
JRVR unavailable / $3.00m
Non-scoringJRVR / S&P
JRVR unavailable / $0.01b
Non-scoringJRVR / S&P
JRVR unavailable / $0.00b
2018-Q32/3 WinJRVR / S&P
9.26% / 7.71%
WinJRVR / S&P
15.66% / 10.21%
LoseJRVR / S&P
-24.12% / 19.06%
Non-scoringJRVR / S&P
5.90% / 13.01%
Non-scoringJRVR / S&P
24.35 / 22.25
Non-scoringJRVR / S&P
1.83 / 3.45
Non-scoringJRVR / S&P
JRVR unavailable / $3.00m
Non-scoringJRVR / S&P
JRVR unavailable / $0.00b
Non-scoringJRVR / S&P
JRVR unavailable / $0.17b
2018-Q22/3 WinJRVR / S&P
11.61% / 3.43%
WinJRVR / S&P
26.61% / 9.03%
LoseJRVR / S&P
-46.04% / 14.46%
Non-scoringJRVR / S&P
4.88% / 12.56%
Non-scoringJRVR / S&P
27.22 / 22.49
Non-scoringJRVR / S&P
1.71 / 3.25
Non-scoringJRVR / S&P
JRVR unavailable / $3.00m
Non-scoringJRVR / S&P
JRVR unavailable / $0.00b
Non-scoringJRVR / S&P
JRVR unavailable / $0.19b
2018-Q11/3 LoseJRVR / S&P
-10.58% / -0.76%
WinJRVR / S&P
36.16% / 7.68%
LoseJRVR / S&P
-49.25% / 12.46%
Non-scoringJRVR / S&P
4.74% / 12.27%
Non-scoringJRVR / S&P
26.00 / 23.41
Non-scoringJRVR / S&P
1.54 / 3.17
Non-scoringJRVR / S&P
JRVR unavailable / $3.00m
Non-scoringJRVR / S&P
JRVR unavailable / $0.00b
Non-scoringJRVR / S&P
JRVR unavailable / $0.08b
2017-Q41/3 LoseJRVR / S&P
-1.60% / 6.64%
WinJRVR / S&P
39.47% / 7.03%
LoseJRVR / S&P
-41.94% / 13.82%
Non-scoringJRVR / S&P
5.33% / 12.09%
Non-scoringJRVR / S&P
27.27 / 24.25
Non-scoringJRVR / S&P
1.71 / 3.23
Non-scoringJRVR / S&P
JRVR unavailable / $2.92m
Non-scoringJRVR / S&P
JRVR unavailable / $0.00b
Non-scoringJRVR / S&P
JRVR unavailable / $0.05b
2017-Q32/3 WinJRVR / S&P
5.24% / 4.48%
WinJRVR / S&P
41.74% / 5.68%
LoseJRVR / S&P
11.22% / 17.57%
Non-scoringJRVR / S&P
8.98% / 12.04%
Non-scoringJRVR / S&P
17.78 / 23.28
Non-scoringJRVR / S&P
1.70 / 3.08
Non-scoringJRVR / S&P
JRVR unavailable / $2.92m
Non-scoringJRVR / S&P
JRVR unavailable / $0.00b
Non-scoringJRVR / S&P
JRVR unavailable / $0.11b
2017-Q22/3 LoseJRVR / S&P
-6.60% / 3.09%
WinJRVR / S&P
33.41% / 4.83%
WinJRVR / S&P
33.84% / 17.74%
Non-scoringJRVR / S&P
11.45% / 11.96%
Non-scoringJRVR / S&P
14.63 / 23.40
Non-scoringJRVR / S&P
1.63 / 3.03
Non-scoringJRVR / S&P
JRVR unavailable / $2.92m
Non-scoringJRVR / S&P
JRVR unavailable / $0.00b
Non-scoringJRVR / S&P
JRVR unavailable / $0.08b
2017-Q12/3 LoseJRVR / S&P
3.89% / 6.07%
WinJRVR / S&P
23.84% / 3.67%
WinJRVR / S&P
38.54% / 13.32%
Non-scoringJRVR / S&P
12.69% / 11.75%
Non-scoringJRVR / S&P
15.70 / 23.60
Non-scoringJRVR / S&P
1.78 / 3.01
Non-scoringJRVR / S&P
JRVR unavailable / $2.92m
Non-scoringJRVR / S&P
JRVR unavailable / $0.00b
Non-scoringJRVR / S&P
JRVR unavailable / $20.24b
2016-Q43/3 WinJRVR / S&P
19.70% / 3.82%
WinJRVR / S&P
16.10% / 2.09%
WinJRVR / S&P
37.02% / 7.05%
Non-scoringJRVR / S&P
12.70% / 11.37%
Non-scoringJRVR / S&P
16.32 / 23.76
Non-scoringJRVR / S&P
1.75 / 2.91
Non-scoringJRVR / S&P
JRVR unavailable / $2.88m
Non-scoringJRVR / S&P
JRVR unavailable / $0.00b
Non-scoringJRVR / S&P
JRVR unavailable / $1.11b
2016-Q33/3 WinJRVR / S&P
7.17% / 3.85%
WinJRVR / S&P
8.35% / 0.20%
WinJRVR / S&P
20.59% / -3.15%
Non-scoringJRVR / S&P
11.33% / 10.82%
Non-scoringJRVR / S&P
17.15 / 24.22
Non-scoringJRVR / S&P
1.41 / 2.78
Non-scoringJRVR / S&P
JRVR unavailable / $2.88m
Non-scoringJRVR / S&P
JRVR unavailable / $0.00b
Non-scoringJRVR / S&P
JRVR unavailable / $0.16b

Dividend-reinvested, split-adjusted total return

1Y · 2025-08-29 to 2026-08-27

MetricJRVR total returnS&P 500 Total Return Index
Total return-26.14%20.78%
Annualized return-26.14%20.78%

5Y · 2021-09-01 to 2026-08-27

MetricJRVR total returnS&P 500 Total Return Index
Total return-87.91%83.14%
Annualized return-34.46%12.86%

10Y · 2016-09-01 to 2026-08-27

MetricJRVR total returnS&P 500 Total Return Index
Total return-85.40%319.30%
Annualized return-17.51%15.41%

Calculation rules

window
Latest 40 completed benchmark quarters; unavailable issuer evidence remains visible and scores 0.
return Basis
Issuer adjusted close reinvests distributions and normalizes splits; the S&P 500 Total Return Index is the direct benchmark.
point Rule
Strict same-quarter win = 1. Loss, tie or unavailable evidence = 0. No partial or subjective points.
frequency
Quarter endpoints only.
fundamentals
Trailing-four-quarter issuer revenue and EPS growth use the issuer's normalized government-filed facts.
non Scoring
Net margin, P/E, P/B and other gray context columns never enter the score.

Snapshot captured 2026-09-04.