Angel Oak Mortgage REIT, Inc. (AOMR) Stock Total Returns
Growth of $10,000 chart
2021-06-17 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$7,707
Total Return
-22.93%
CAGR
-5.26%
Dividends
$4,196.37
Yield on Cost
41.96%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.29% |
| Median | -0.43% |
| Best | +73.36% |
| Worst | -50.11% |
| % of Windows Positive | 47.4% |
1-Year (252 Trading Days)
| Average | +2.14% |
| Median | -3.43% |
| Best | +157.01% |
| Worst | -68.63% |
| % of Windows Positive | 43.7% |
3-Year (756 Trading Days)
| Average | +7.55% |
| Median | -10.46% |
| Best | +157.60% |
| Worst | -37.50% |
| % of Windows Positive | 33.8% |
Risk Metrics
| Maximum Drawdown | -72.07% |
| Average Drawdown | -27.35% |
| Drawdown Duration | 1179 Trading Days (Unrecovered) |
| Sortino Ratio | 0.08 |
| Calmar Ratio | -0.07 |
| CVaR (5%) | -6.00% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +6.67% (+25.44% ann.) | +$666.75 | $371.66 | $74.33 | $0.60 |
| 2025 | +3.54% | +$354.21 | $1435.83 | $287.17 | $2.31 |
| 2024 | -3.76% | $375.89 | $1249.98 | $250.02 | $2.00 |
| 2023 | +152.87% | +$15287.45 | $2843.49 | $568.68 | $4.53 |
| 2022 | -68.06% | $6805.91 | $1053.93 | $210.79 | $1.67 |
| 2021 partial | -10.24% (-18.14% ann.) | $1023.58 | $258.37 | $51.68 | $0.41 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Reopening reflation / fiscal boom / supply bottlenecks partial | June 17, 2021 – November 29, 2021 | -8.81% | -18.47% | $881.09 | $258.37 | $51.68 | $0.41 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -46.34% | -48.36% | $4633.81 | $847.50 | $169.50 | $1.34 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +39.17% | +19.52% | +$3917.15 | $3028.92 | $605.80 | $4.84 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +0.85% | +0.54% | +$85.09 | $1969.01 | $393.80 | $3.15 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2021-08-20 | $0.1200 | 0.65% |
| 2021-11-19 | $0.3600 | 2.07% |
| 2022-03-21 | $0.4500 | 2.77% |
| 2022-05-20 | $0.4500 | 3.33% |
| 2022-08-19 | $0.4500 | 2.93% |
| 2022-11-21 | $0.3200 | 3.31% |
| 2023-03-21 | $0.3200 | 4.18% |
| 2023-05-19 | $0.3200 | 4.02% |
| 2023-08-21 | $0.3200 | 3.28% |
| 2023-11-21 | $0.3200 | 3.05% |
| 2024-02-21 | $0.3200 | 2.78% |
| 2024-05-21 | $0.3200 | 2.52% |
| 2024-08-22 | $0.3200 | 2.66% |
| 2024-11-19 | $0.3200 | 3.27% |
| 2025-02-21 | $0.3200 | 3.16% |
| 2025-05-22 | $0.3200 | 3.30% |
| 2025-08-22 | $0.3200 | 3.23% |
| 2025-11-18 | $0.3200 | 3.60% |
| 2026-02-20 | $0.3200 | 3.56% |
| Total | 19 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-06-17 to 2026-04-14. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-08-20 | $64.34 | $12.87 | $0.10 | 2.7904 |
| 2021-11-19 | $194.03 | $38.81 | $0.31 | 9.0278 |
| 2022-03-21 | $246.61 | $49.32 | $0.39 | 12.1312 |
| 2022-05-20 | $252.06 | $50.41 | $0.40 | 15.0297 |
| 2022-08-19 | $258.83 | $51.77 | $0.41 | 14.0577 |
| 2022-11-21 | $188.55 | $37.71 | $0.30 | 16.9338 |
| 2023-03-21 | $193.97 | $38.79 | $0.31 | 20.6490 |
| 2023-05-19 | $200.58 | $40.12 | $0.32 | 21.2110 |
| 2023-08-21 | $207.37 | $41.47 | $0.33 | 18.7076 |
| 2023-11-21 | $213.35 | $42.67 | $0.34 | 17.2585 |
| 2024-02-21 | $218.88 | $43.78 | $0.35 | 16.7386 |
| 2024-05-21 | $224.23 | $44.85 | $0.36 | 14.6864 |
| 2024-08-22 | $228.93 | $45.79 | $0.37 | 16.5412 |
| 2024-11-19 | $234.23 | $46.85 | $0.37 | 19.9579 |
| 2025-02-21 | $240.61 | $48.12 | $0.38 | 19.7436 |
| 2025-05-22 | $246.93 | $49.39 | $0.40 | 21.6410 |
| 2025-08-22 | $253.86 | $50.77 | $0.41 | 20.7450 |
| 2025-11-18 | $260.49 | $52.10 | $0.42 | 25.0879 |
| 2026-02-20 | $268.52 | $53.70 | $0.43 | 24.8422 |
| Total | $4196.37 | $839.29 | $6.70 | 327.7804 |
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.