Alexandria Real Estate Equities, Inc. (ARE) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$3,149
Total Return
-68.51%
CAGR
-20.64%
Dividends
$1,476.45
Yield on Cost
14.76%
Rolling Returns
1-Month (21 Trading Days)
| Average | -1.48% |
| Median | -1.44% |
| Best | +33.12% |
| Worst | -37.17% |
| % of Windows Positive | 42.9% |
1-Year (252 Trading Days)
| Average | -20.04% |
| Median | -23.28% |
| Best | +31.35% |
| Worst | -55.78% |
| % of Windows Positive | 16.9% |
3-Year (756 Trading Days)
| Average | -45.17% |
| Median | -43.48% |
| Best | -21.51% |
| Worst | -67.41% |
| % of Windows Positive | 0.0% |
Risk Metrics
| Maximum Drawdown | -77.66% |
| Average Drawdown | -38.91% |
| Drawdown Duration | 1074 Trading Days (Unrecovered) |
| Sortino Ratio | -0.74 |
| Calmar Ratio | -0.27 |
| CVaR (5%) | -4.95% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -6.11% (-19.85% ann.) | $610.52 | $147.12 | $29.42 | $0.23 |
| 2025 | -47.26% | $4725.98 | $487.70 | $97.54 | $0.78 |
| 2024 | -20.21% | $2021.36 | $414.63 | $82.93 | $0.66 |
| 2023 | -9.95% | $994.57 | $344.90 | $68.98 | $0.55 |
| 2022 | -33.05% | $3304.87 | $213.50 | $42.70 | $0.34 |
| 2021 | +27.48% | +$2748.14 | $253.30 | $50.66 | $0.41 |
| 2020 | +12.65% | +$1265.34 | $264.60 | $52.92 | $0.42 |
| 2019 | +43.25% | +$4324.67 | $350.00 | $70.00 | $0.56 |
| 2018 | -9.57% | $956.89 | $288.20 | $57.64 | $0.46 |
| 2017 | +20.25% | +$2024.61 | $313.26 | $62.65 | $0.50 |
| 2016 | +26.11% | +$2611.34 | $361.04 | $72.21 | $0.58 |
| 2015 | +4.59% | +$458.99 | $347.12 | $69.42 | $0.55 |
| 2014 | +43.67% | +$4367.14 | $458.03 | $91.60 | $0.73 |
| 2013 | -5.28% | $527.56 | $380.90 | $76.18 | $0.61 |
| 2012 | +2.90% | +$289.89 | $305.69 | $61.14 | $0.49 |
| 2011 | -3.83% | $383.33 | $255.83 | $51.17 | $0.41 |
| 2010 | +15.95% | +$1595.03 | $234.88 | $46.97 | $0.37 |
| 2009 | +10.42% | +$1041.62 | $311.09 | $62.22 | $0.50 |
| 2008 | -38.86% | $3885.97 | $315.86 | $63.17 | $0.50 |
| 2007 | +3.79% | +$378.51 | $305.60 | $61.12 | $0.49 |
| 2006 | +27.76% | +$2776.22 | $358.57 | $71.72 | $0.57 |
| 2005 | +11.35% | +$1134.75 | $369.77 | $73.95 | $0.59 |
| 2004 | +32.60% | +$3260.28 | $440.64 | $88.13 | $0.70 |
| 2003 | +40.97% | +$4096.97 | $524.23 | $104.85 | $0.84 |
| 2002 | +8.45% | +$844.78 | $609.54 | $121.91 | $0.97 |
| 2001 | +14.77% | +$1477.45 | $493.85 | $98.77 | $0.79 |
| 2000 | +20.62% | +$2062.07 | $409.97 | $81.99 | $0.66 |
| 1999 | +7.64% | +$764.20 | $556.28 | $111.26 | $0.89 |
| 1998 | +2.47% | +$247.08 | $516.07 | $103.22 | $0.82 |
| 1997 partial | +50.00% (+97.88% ann.) | +$5000.00 | $0.00 | $0.00 | $0.00 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania partial | May 28, 1997 – March 10, 2000 | +56.68% | +17.50% | +$5667.60 | $1629.13 | $325.84 | $2.60 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +41.66% | +14.49% | +$4166.38 | $1765.09 | $353.02 | $2.83 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +209.93% | +25.41% | +$20993.42 | $3610.40 | $722.09 | $5.76 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -67.86% | -55.22% | $6785.55 | $380.75 | $76.15 | $0.61 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +105.85% | +23.85% | +$10584.56 | $1719.17 | $343.83 | $2.75 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +186.44% | +14.92% | +$18644.12 | $3741.63 | $748.32 | $5.99 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -31.89% | -98.75% | $3188.72 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +23.30% | +40.07% | +$2329.64 | $244.59 | $48.92 | $0.39 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +35.87% | +33.75% | +$3587.28 | $289.08 | $57.82 | $0.46 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -27.07% | -28.48% | $2707.40 | $234.57 | $46.91 | $0.38 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -14.47% | -8.09% | $1446.74 | $583.12 | $116.62 | $0.93 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | -60.23% | -44.44% | $6023.28 | $666.42 | $133.28 | $1.07 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1998-04-03 | $0.4000 | 1.26% |
| 1998-07-02 | $0.4000 | 1.33% |
| 1998-10-02 | $0.4000 | 1.48% |
| 1998-12-31 | $0.4000 | 1.27% |
| 1999-03-30 | $0.4000 | 1.55% |
| 1999-06-30 | $0.4300 | 1.34% |
| 1999-10-01 | $0.4300 | 1.46% |
| 1999-12-31 | $0.4300 | 1.34% |
| 2000-03-31 | $0.4300 | 1.40% |
| 2000-06-30 | $0.4300 | 1.25% |
| 2000-10-03 | $0.4300 | 1.26% |
| 2001-01-02 | $0.4300 | 1.16% |
| 2001-04-04 | $0.4600 | 1.23% |
| 2001-07-03 | $0.4600 | 1.17% |
| 2001-10-03 | $0.4600 | 1.16% |
| 2002-01-02 | $0.4600 | 1.12% |
| 2002-04-03 | $0.5000 | 1.12% |
| 2002-07-02 | $0.5000 | 1.03% |
| 2002-10-02 | $0.5000 | 1.18% |
| 2002-12-31 | $0.5000 | 1.17% |
| 2003-03-28 | $0.5300 | 1.26% |
| 2003-07-01 | $0.5300 | 1.18% |
| 2003-09-29 | $0.5600 | 1.17% |
| 2003-12-30 | $0.5800 | 0.99% |
| 2004-03-31 | $0.6000 | 0.95% |
| 2004-06-30 | $0.6200 | 1.10% |
| 2004-09-29 | $0.6400 | 0.98% |
| 2004-12-30 | $0.6600 | 0.89% |
| 2005-03-30 | $0.6600 | 1.02% |
| 2005-06-29 | $0.6800 | 0.92% |
| 2005-09-29 | $0.6800 | 0.83% |
| 2005-12-28 | $0.7000 | 0.86% |
| 2006-03-30 | $0.7000 | 0.72% |
| 2006-06-29 | $0.7000 | 0.81% |
| 2006-09-28 | $0.7200 | 0.76% |
| 2006-12-28 | $0.7400 | 0.74% |
| 2007-03-29 | $0.7400 | 0.74% |
| 2007-06-28 | $0.7600 | 0.77% |
| 2007-09-27 | $0.7600 | 0.79% |
| 2007-12-28 | $0.7800 | 0.76% |
| 2008-03-28 | $0.7800 | 0.84% |
| 2008-06-27 | $0.8000 | 0.81% |
| 2008-09-26 | $0.8000 | 0.71% |
| 2008-12-30 | $0.8000 | 1.43% |
| 2009-03-30 | $0.8000 | 2.17% |
| 2009-06-29 | $0.3500 | 0.99% |
| 2009-09-29 | $0.3500 | 0.63% |
| 2009-12-29 | $0.3500 | 0.52% |
| 2010-03-30 | $0.3500 | 0.51% |
| 2010-06-29 | $0.3500 | 0.52% |
| 2010-09-29 | $0.3500 | 0.50% |
| 2010-12-29 | $0.4500 | 0.61% |
| 2011-03-29 | $0.4500 | 0.59% |
| 2011-06-28 | $0.4500 | 0.59% |
| 2011-09-28 | $0.4700 | 0.76% |
| 2011-12-28 | $0.4900 | 0.70% |
| 2012-03-28 | $0.4900 | 0.67% |
| 2012-06-27 | $0.5100 | 0.73% |
| 2012-09-26 | $0.5300 | 0.72% |
| 2012-12-27 | $0.5600 | 0.81% |
| 2013-03-26 | $0.6000 | 0.84% |
| 2013-06-26 | $0.6500 | 1.03% |
| 2013-09-26 | $0.6800 | 1.04% |
| 2013-12-27 | $0.6800 | 1.06% |
| 2014-03-27 | $0.7000 | 0.98% |
| 2014-06-26 | $0.7200 | 0.93% |
| 2014-09-26 | $0.7200 | 0.97% |
| 2014-12-29 | $0.7400 | 0.82% |
| 2015-03-27 | $0.7400 | 0.76% |
| 2015-06-26 | $0.7700 | 0.87% |
| 2015-09-28 | $0.7700 | 0.88% |
| 2015-12-29 | $0.7700 | 0.84% |
| 2016-03-29 | $0.8000 | 0.89% |
| 2016-06-28 | $0.8000 | 0.81% |
| 2016-09-28 | $0.8000 | 0.71% |
| 2016-12-28 | $0.8300 | 0.76% |
| 2017-03-29 | $0.8300 | 0.75% |
| 2017-06-28 | $0.8600 | 0.71% |
| 2017-09-28 | $0.8600 | 0.73% |
| 2017-12-28 | $0.9000 | 0.69% |
| 2018-03-28 | $0.9000 | 0.74% |
| 2018-06-28 | $0.9300 | 0.75% |
| 2018-09-27 | $0.9300 | 0.76% |
| 2018-12-28 | $0.9700 | 0.85% |
| 2019-03-28 | $0.9700 | 0.68% |
| 2019-06-27 | $1.0000 | 0.72% |
| 2019-09-27 | $1.0000 | 0.64% |
| 2019-12-30 | $1.0300 | 0.64% |
| 2020-03-30 | $1.0300 | 0.72% |
| 2020-06-29 | $1.0600 | 0.66% |
| 2020-09-29 | $1.0600 | 0.66% |
| 2020-12-30 | $1.0900 | 0.62% |
| 2021-03-30 | $1.0900 | 0.64% |
| 2021-06-29 | $1.1200 | 0.61% |
| 2021-09-29 | $1.1200 | 0.58% |
| 2021-12-30 | $1.1500 | 0.51% |
| 2022-03-30 | $1.1500 | 0.57% |
| 2022-06-29 | $1.1800 | 0.82% |
| 2022-09-29 | $1.1800 | 0.84% |
| 2022-12-29 | $1.2100 | 0.84% |
| 2023-03-30 | $1.2100 | 0.98% |
| 2023-06-29 | $1.2400 | 1.10% |
| 2023-09-28 | $1.2400 | 1.25% |
| 2023-12-28 | $1.2700 | 0.98% |
| 2024-03-27 | $1.2700 | 1.02% |
| 2024-06-28 | $1.3000 | 1.12% |
| 2024-09-30 | $1.3000 | 1.07% |
| 2024-12-31 | $1.3200 | 1.35% |
| 2025-03-31 | $1.3200 | 1.38% |
| 2025-06-30 | $1.3200 | 1.80% |
| 2025-09-30 | $1.3200 | 1.56% |
| 2025-12-31 | $0.7200 | 1.46% |
| 2026-03-31 | $0.7200 | 1.56% |
| Total | 113 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-06-29 | $65.50 | $13.10 | $0.10 | 0.2857 |
| 2021-09-29 | $65.82 | $13.16 | $0.11 | 0.2725 |
| 2021-12-30 | $67.89 | $13.58 | $0.11 | 0.2429 |
| 2022-03-30 | $68.17 | $13.63 | $0.11 | 0.2693 |
| 2022-06-29 | $70.27 | $14.05 | $0.11 | 0.3881 |
| 2022-09-29 | $70.73 | $14.15 | $0.11 | 0.4079 |
| 2022-12-29 | $73.02 | $14.60 | $0.12 | 0.4015 |
| 2023-03-30 | $73.50 | $14.70 | $0.12 | 0.4734 |
| 2023-06-29 | $75.91 | $15.18 | $0.12 | 0.5346 |
| 2023-09-28 | $76.58 | $15.32 | $0.12 | 0.6156 |
| 2023-12-28 | $79.21 | $15.84 | $0.13 | 0.4906 |
| 2024-03-27 | $79.83 | $15.97 | $0.13 | 0.4992 |
| 2024-06-28 | $82.37 | $16.47 | $0.13 | 0.5622 |
| 2024-09-30 | $83.10 | $16.62 | $0.13 | 0.5587 |
| 2024-12-31 | $85.12 | $17.02 | $0.14 | 0.6966 |
| 2025-03-31 | $86.04 | $17.21 | $0.14 | 0.7425 |
| 2025-06-30 | $87.02 | $17.40 | $0.14 | 0.9565 |
| 2025-09-30 | $88.28 | $17.66 | $0.14 | 0.8457 |
| 2025-12-31 | $48.76 | $9.75 | $0.08 | 0.7955 |
| 2026-03-31 | $49.33 | $9.87 | $0.08 | 0.8485 |
| Total | $1476.45 | $295.29 | $2.36 | 10.8878 |
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.