American Healthcare REIT, Inc. (AHR) Stock Total Returns
Growth of $10,000 chart
2024-02-07 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$37,700
Total Return
277.00%
CAGR
77.23%
Dividends
$1,768.63
Yield on Cost
17.69%
Rolling Returns
1-Month (21 Trading Days)
| Average | +5.58% |
| Median | +4.70% |
| Best | +39.12% |
| Worst | -11.39% |
| % of Windows Positive | 76.1% |
1-Year (252 Trading Days)
| Average | +100.07% |
| Median | +89.87% |
| Best | +162.68% |
| Worst | +35.24% |
| % of Windows Positive | 100.0% |
3-Year (756 Trading Days)
Risk Metrics
| Maximum Drawdown | -12.43% |
| Average Drawdown | -2.96% |
| Drawdown Duration | 67 Trading Days (Unrecovered) |
| Sortino Ratio | 3.64 |
| Calmar Ratio | 6.21 |
| CVaR (5%) | -3.44% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -0.58% (-1.37% ann.) | $57.97 | $53.12 | $10.63 | $0.08 |
| 2025 | +69.09% | +$6909.43 | $354.99 | $71.00 | $0.57 |
| 2024 partial | +124.25% (+145.79% ann.) | +$12425.15 | $771.12 | $154.23 | $1.23 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Disinflation rebound / AI-led narrow bull / higher-for-longer partial | February 7, 2024 – September 17, 2024 | +89.01% | +183.71% | +$8901.41 | $380.85 | $76.17 | $0.61 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +97.67% | +49.11% | +$9766.63 | $727.64 | $145.53 | $1.16 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2024-03-27 | $0.2500 | 1.73% |
| 2024-06-27 | $0.2500 | 1.68% |
| 2024-09-20 | $0.2500 | 0.98% |
| 2024-12-31 | $0.2500 | 0.88% |
| 2025-03-31 | $0.2500 | 0.82% |
| 2025-06-30 | $0.2500 | 0.69% |
| 2025-09-30 | $0.2500 | 0.60% |
| 2025-12-31 | $0.2500 | 0.52% |
| 2026-03-31 | $0.2500 | 0.53% |
| Total | 9 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2024-02-07 to 2026-06-03. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2024-03-27 | $189.11 | $37.82 | $0.30 | 10.5142 |
| 2024-06-27 | $191.74 | $38.35 | $0.31 | 10.5720 |
| 2024-09-20 | $194.38 | $38.88 | $0.31 | 6.0433 |
| 2024-12-31 | $195.89 | $39.18 | $0.31 | 5.5031 |
| 2025-03-31 | $197.27 | $39.45 | $0.32 | 5.1979 |
| 2025-06-30 | $198.57 | $39.71 | $0.32 | 4.3150 |
| 2025-09-30 | $199.64 | $39.93 | $0.32 | 3.7942 |
| 2025-12-31 | $200.59 | $40.12 | $0.32 | 3.4032 |
| 2026-03-31 | $201.44 | $40.29 | $0.32 | 3.4104 |
| Total | $1768.63 | $353.73 | $2.83 | 52.7532 |
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.