AH REALTY TRUST INC (AHRT) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$6,563
Total Return
-34.37%
CAGR
-8.08%
Dividends
$2,929.63
Yield on Cost
29.30%
Rolling Returns
1-Month (21 Trading Days)
| Average | -0.46% |
| Median | -0.23% |
| Best | +22.73% |
| Worst | -27.37% |
| % of Windows Positive | 48.9% |
1-Year (252 Trading Days)
| Average | -10.91% |
| Median | -8.79% |
| Best | +19.73% |
| Worst | -41.99% |
| % of Windows Positive | 24.9% |
3-Year (756 Trading Days)
| Average | -25.62% |
| Median | -31.19% |
| Best | +9.90% |
| Worst | -49.31% |
| % of Windows Positive | 9.8% |
Risk Metrics
| Maximum Drawdown | -58.09% |
| Average Drawdown | -24.16% |
| Drawdown Duration | 1106 Trading Days (Unrecovered) |
| Sortino Ratio | -0.23 |
| Calmar Ratio | -0.14 |
| CVaR (5%) | -4.09% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +3.18% (+7.70% ann.) | +$317.66 | $211.48 | $42.29 | $0.34 |
| 2025 | -31.04% | $3104.20 | $560.28 | $112.06 | $0.90 |
| 2024 | -12.11% | $1211.18 | $678.42 | $135.69 | $1.08 |
| 2023 | +13.51% | +$1350.53 | $687.93 | $137.58 | $1.10 |
| 2022 | -20.78% | $2077.60 | $480.91 | $96.18 | $0.77 |
| 2021 | +40.80% | +$4080.10 | $578.81 | $115.77 | $0.93 |
| 2020 | -36.51% | $3651.49 | $242.81 | $48.56 | $0.39 |
| 2019 | +35.76% | +$3575.66 | $606.85 | $121.37 | $0.97 |
| 2018 | -5.29% | $529.43 | $523.97 | $104.79 | $0.84 |
| 2017 | +11.31% | +$1130.56 | $530.52 | $106.11 | $0.85 |
| 2016 | +46.78% | +$4678.30 | $877.13 | $175.43 | $1.41 |
| 2015 | +16.37% | +$1637.10 | $730.81 | $146.16 | $1.18 |
| 2014 | +7.83% | +$783.08 | $703.32 | $140.67 | $1.12 |
| 2013 partial | -17.28% (-25.35% ann.) | $1728.27 | $348.72 | $69.75 | $0.56 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Secular stagnation / QE / low inflation / duration bull partial | May 8, 2013 – February 19, 2020 | +115.30% | +11.97% | +$11529.59 | $5164.20 | $1032.86 | $8.28 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -53.14% | -99.98% | $5314.35 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +1.89% | +3.06% | +$189.25 | $376.88 | $75.37 | $0.60 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +42.51% | +39.94% | +$4250.91 | $566.23 | $113.25 | $0.91 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -15.57% | -16.45% | $1556.92 | $509.05 | $101.82 | $0.82 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +9.74% | +5.14% | +$974.42 | $1183.72 | $236.75 | $1.89 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -37.93% | -24.39% | $3792.71 | $957.79 | $191.56 | $1.54 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2013-06-27 | $0.0800 | 0.70% |
| 2013-09-27 | $0.1600 | 1.51% |
| 2013-12-26 | $0.1600 | 1.68% |
| 2014-03-28 | $0.1600 | 1.58% |
| 2014-06-27 | $0.1600 | 1.63% |
| 2014-09-29 | $0.1600 | 1.73% |
| 2014-12-26 | $0.1600 | 1.66% |
| 2015-03-30 | $0.1700 | 1.58% |
| 2015-06-29 | $0.1700 | 1.66% |
| 2015-09-29 | $0.1700 | 1.73% |
| 2015-12-29 | $0.1700 | 1.56% |
| 2016-03-28 | $0.1800 | 1.61% |
| 2016-06-27 | $0.1800 | 1.35% |
| 2016-09-26 | $0.1800 | 1.31% |
| 2016-12-23 | $0.3600 | 2.51% |
| 2017-03-27 | $0.1900 | 1.39% |
| 2017-06-26 | $0.1900 | 1.41% |
| 2017-09-26 | $0.1900 | 1.37% |
| 2017-12-26 | $0.1900 | 1.23% |
| 2018-03-27 | $0.2000 | 1.50% |
| 2018-06-26 | $0.2000 | 1.32% |
| 2018-09-25 | $0.2000 | 1.38% |
| 2018-12-24 | $0.2000 | 1.39% |
| 2019-03-26 | $0.2100 | 1.37% |
| 2019-06-25 | $0.2100 | 1.23% |
| 2019-09-24 | $0.2100 | 1.15% |
| 2019-12-20 | $0.2100 | 1.13% |
| 2020-03-24 | $0.2200 | 2.52% |
| 2020-09-29 | $0.1100 | 1.17% |
| 2020-12-29 | $0.1100 | 0.97% |
| 2021-03-30 | $0.1500 | 1.19% |
| 2021-06-29 | $0.1600 | 1.18% |
| 2021-09-28 | $0.1600 | 1.18% |
| 2021-12-28 | $0.1700 | 1.11% |
| 2022-03-29 | $0.1700 | 1.16% |
| 2022-06-28 | $0.1700 | 1.30% |
| 2022-09-27 | $0.1900 | 1.73% |
| 2022-12-27 | $0.1900 | 1.63% |
| 2023-03-28 | $0.1900 | 1.67% |
| 2023-06-27 | $0.1950 | 1.66% |
| 2023-09-26 | $0.1950 | 1.82% |
| 2023-12-26 | $0.1950 | 1.52% |
| 2024-03-26 | $0.2050 | 1.97% |
| 2024-06-26 | $0.2050 | 1.87% |
| 2024-09-25 | $0.2050 | 1.68% |
| 2024-12-26 | $0.2050 | 1.98% |
| 2025-03-26 | $0.1400 | 1.81% |
| 2025-06-30 | $0.1400 | 2.00% |
| 2025-09-24 | $0.1400 | 1.94% |
| 2025-12-31 | $0.1400 | 2.09% |
| 2026-03-26 | $0.1400 | 2.55% |
| Total | 51 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-06-03 to 2026-06-03. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-06-29 | $119.32 | $23.86 | $0.19 | 7.1037 |
| 2021-09-28 | $120.45 | $24.09 | $0.19 | 7.1767 |
| 2021-12-28 | $129.20 | $25.84 | $0.21 | 6.8358 |
| 2022-03-29 | $130.36 | $26.07 | $0.21 | 7.0182 |
| 2022-06-28 | $131.56 | $26.31 | $0.21 | 8.1547 |
| 2022-09-27 | $148.58 | $29.72 | $0.24 | 11.5508 |
| 2022-12-27 | $150.77 | $30.15 | $0.24 | 10.4768 |
| 2023-03-28 | $152.77 | $30.55 | $0.25 | 10.6896 |
| 2023-06-27 | $158.87 | $31.78 | $0.25 | 10.9252 |
| 2023-09-26 | $161.00 | $32.20 | $0.26 | 12.5042 |
| 2023-12-26 | $163.44 | $32.69 | $0.26 | 10.2829 |
| 2024-03-26 | $173.93 | $34.79 | $0.28 | 13.8587 |
| 2024-06-26 | $176.77 | $35.36 | $0.28 | 12.9242 |
| 2024-09-25 | $179.42 | $35.88 | $0.29 | 12.0782 |
| 2024-12-26 | $181.90 | $36.38 | $0.29 | 14.3645 |
| 2025-03-26 | $126.23 | $25.25 | $0.20 | 13.3488 |
| 2025-06-30 | $128.10 | $25.62 | $0.20 | 14.8873 |
| 2025-09-24 | $130.19 | $26.04 | $0.21 | 14.9769 |
| 2025-12-31 | $132.28 | $26.46 | $0.21 | 15.9537 |
| 2026-03-26 | $134.51 | $26.90 | $0.22 | 20.1495 |
| Total | $2929.63 | $585.94 | $4.69 | 235.2604 |
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.