Over the latest trailing 12-month period, total return cagr is +42.08%. The comparable SPY value is +20.57%. Year-to-date total return is +12.69%. Total return includes price appreciation and reinvested dividends.
Over longer horizons, Total Return CAGR averages 19.40% over 3 years and 5.84% over 5 years; the trailing 12 months came in at +42.08%. Total return includes dividends reinvested. The total return CAGR includes both price appreciation and dividends reinvested. This gives a more complete picture of the company's investment performance.
Roche Holding AG (RHHBY)
Total Return growth vs the same quarter one year earlier, last 40 quarters.
Quarter-end value of $100 invested at the start of the available history, with dividends reinvested; the newest quarter may be quarter-to-date.
Reported annual fiscal-period values; no daily interpolation.
Reported annual fiscal-period values; no daily interpolation.
| Year | Total return for the year |
|---|---|
| 2026 (YTD) | +12.69% |
| 2025 | +52.75% |
| 2024 | +0.22% |
| 2023 | -4.08% |
| 2022 | -22.30% |
| 2021 | +21.42% |
| 2020 | +10.97% |
| 2019 | +35.02% |
| 2018 | +1.43% |
| 2017 | +13.67% |
| 2016 | -14.61% |
| 2015 | +4.48% |
| 2014 | -0.29% |
| 2013 | +43.76% |
| 2012 | +23.68% |
| 2011 | +21.83% |
| 2010 | -10.29% |
| 2009 | +14.03% |
| 2008 | -8.22% |
| 2007 | -2.99% |
| 2006 | +20.62% |
| 2005 | +31.23% |
| 2004 | +16.60% |
| 2003 | +147.72% |
| 2002 | +2.66% |
| 2001 | -57.56% |
| 1998 | +8.04% |
| 1997 | +29.07% |
| Quarter | QoQ | YoY |
|---|---|---|
| Q3 2026 (QTD) | +10.0% | +36.2% |
| Q2 2026 | +6.7% | +31.9% |
| Q1 2026 | -4.0% | +17.1% |
| Q4 2025 | +20.9% | +51.9% |
| Q3 2025 | +6.5% | +9.8% |
| Q2 2025 | -5.3% | +19.3% |
| Q1 2025 | +24.6% | +36.9% |
| Q4 2024 | -12.6% | +1.4% |
| Q3 2024 | +15.8% | +22.2% |
| Q2 2024 | +8.6% | -6.0% |
| Q1 2024 | -7.7% | -4.7% |
| Q4 2023 | +5.2% | -5.3% |
| Q3 2023 | -10.9% | -8.4% |
| Q2 2023 | +10.1% | -5.7% |
| Q1 2023 | -8.2% | -28.4% |
| Q4 2022 | +1.8% | -21.0% |
QoQ = change vs the prior quarter; YoY = change vs the same quarter a year earlier. The newest quarter is in progress (quarter-to-date).