Apollo Commercial Real Estate Finance, Inc. (ARI) Stock Total Returns

Growth of $10,000 chart

2021-06-03 to 2026-06-03
to
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Investment Performance

Final Value
$10,827
Total Return
8.27%
CAGR
1.60%
Dividends
$4,888.79
Yield on Cost
48.89%

Rolling Returns

1-Month (21 Trading Days)
Average+0.49%
Median+0.20%
Best+39.59%
Worst-26.47%
% of Windows Positive51.6%
1-Year (252 Trading Days)
Average+2.98%
Median+2.30%
Best+50.10%
Worst-38.47%
% of Windows Positive57.1%
3-Year (756 Trading Days)
Average+9.45%
Median+7.77%
Best+65.04%
Worst-23.59%
% of Windows Positive59.8%

Risk Metrics

Maximum Drawdown -43.28%
Average Drawdown -16.05%
Drawdown Duration 1160 Trading Days
Sortino Ratio 0.29
Calmar Ratio 0.04
CVaR (5%) -4.47%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +14.63% (+38.23% ann.) +$1462.64 $258.27 $51.65 $0.41
2025 +21.21% +$2120.61 $1190.88 $238.18 $1.90
2024 -18.67% $1867.31 $1057.95 $211.59 $1.70
2023 +21.14% +$2114.38 $1357.20 $271.44 $2.17
2022 -9.17% $917.33 $1104.01 $220.80 $1.77
2021 +27.20% +$2719.58 $1289.17 $257.83 $2.07
2020 -30.71% $3071.23 $835.78 $167.15 $1.34
2019 +18.78% +$1877.98 $1137.95 $227.59 $1.82
2018 -2.07% $207.36 $1027.95 $205.59 $1.65
2017 +20.08% +$2007.57 $1140.34 $228.07 $1.82
2016 +5.50% +$550.01 $1105.08 $221.02 $1.76
2015 +14.56% +$1455.65 $1123.19 $224.64 $1.80
2014 +8.77% +$877.12 $1013.86 $202.78 $1.61
2013 +8.25% +$825.27 $1014.93 $202.99 $1.62
2012 +33.58% +$3358.04 $1255.41 $251.07 $2.00
2011 -12.42% $1242.02 $1008.93 $201.79 $1.62
2010 -2.45% $244.52 $855.78 $171.16 $1.37
2009 partial -2.76% (-9.89% ann.) $275.68 $0.00 $0.00 $0.00

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Policy-led rebound / euro-sovereign-crisis overlay partial September 24, 2009 – July 25, 2012 +10.23% +3.50% +$1022.85 $2300.69 $460.14 $3.68
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +100.90% +9.66% +$10090.39 $10774.10 $2154.84 $17.22
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -66.27% -100.00% $6626.96 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +125.58% +270.23% +$12557.99 $2691.49 $538.29 $4.32
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +50.53% +47.41% +$5053.12 $1445.22 $289.04 $2.32
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -7.29% -7.72% $728.92 $1069.35 $213.87 $1.71
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -2.58% -1.40% $258.24 $2201.80 $440.36 $3.53
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – June 3, 2026 +29.79% +16.52% +$2978.69 $1926.50 $385.30 $3.08

Dividend History

Annual Dividends Per Share
TTM Yield
Consecutive Years Paid
current
Consecutive Years of Growth
current

Date Per Share Yield %
2010-03-29 $0.3500 1.94%
2010-06-28 $0.3500 2.01%
2010-09-28 $0.4000 2.43%
2010-12-29 $0.4000 2.37%
2011-03-29 $0.4000 2.38%
2011-06-28 $0.4000 2.43%
2011-09-28 $0.4000 2.78%
2011-12-28 $0.4000 2.86%
2012-03-28 $0.4000 2.48%
2012-06-27 $0.4000 2.45%
2012-09-26 $0.4000 2.21%
2012-12-27 $0.4000 2.38%
2013-03-26 $0.4000 2.33%
2013-06-26 $0.4000 2.46%
2013-09-26 $0.4000 2.56%
2013-12-27 $0.4000 2.39%
2014-03-27 $0.4000 2.39%
2014-06-26 $0.4000 2.41%
2014-09-26 $0.4000 2.45%
2014-12-29 $0.4000 2.37%
2015-03-27 $0.4400 2.51%
2015-06-26 $0.4400 2.53%
2015-09-28 $0.4400 2.64%
2015-12-29 $0.4600 2.57%
2016-03-29 $0.4600 2.80%
2016-06-28 $0.4600 2.90%
2016-09-28 $0.4600 2.70%
2016-12-28 $0.4600 2.70%
2017-03-29 $0.4600 2.43%
2017-06-28 $0.4600 2.42%
2017-09-28 $0.4600 2.46%
2017-12-28 $0.4600 2.42%
2018-03-28 $0.4600 2.52%
2018-06-28 $0.4600 2.48%
2018-09-27 $0.4600 2.39%
2018-12-28 $0.4600 2.66%
2019-03-28 $0.4600 2.48%
2019-06-27 $0.4600 2.47%
2019-09-27 $0.4600 2.34%
2019-12-30 $0.4600 2.43%
2020-03-30 $0.4000 4.47%
2020-06-29 $0.3500 3.52%
2020-09-29 $0.3500 3.72%
2020-12-30 $0.3500 3.02%
2021-03-30 $0.3500 2.46%
2021-06-29 $0.3500 2.14%
2021-09-29 $0.3500 2.28%
2021-12-30 $0.3500 2.58%
2022-03-30 $0.3500 2.41%
2022-06-29 $0.3500 3.23%
2022-09-29 $0.3500 3.70%
2022-12-29 $0.3500 3.21%
2023-03-30 $0.3500 3.71%
2023-06-29 $0.3500 3.07%
2023-09-28 $0.3500 3.39%
2023-12-28 $0.3500 2.77%
2024-03-27 $0.3500 3.16%
2024-06-28 $0.3500 3.52%
2024-09-30 $0.2500 2.65%
2024-12-31 $0.2500 2.85%
2025-03-31 $0.2500 2.59%
2025-06-30 $0.2500 2.55%
2025-09-30 $0.2500 2.45%
2025-12-31 $0.2500 2.52%
2026-03-31 $0.2500 2.37%
Total 65 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 $218.75 $43.75 $0.35 11.0259
2021-09-29 $222.61 $44.52 $0.36 11.8487
2021-12-30 $226.75 $45.35 $0.36 13.8730
2022-03-30 $231.61 $46.32 $0.37 13.3515
2022-06-29 $236.29 $47.26 $0.38 18.3690
2022-09-29 $242.72 $48.54 $0.39 23.1798
2022-12-29 $250.83 $50.17 $0.40 18.4571
2023-03-30 $257.29 $51.46 $0.41 22.6480
2023-06-29 $265.21 $53.04 $0.43 18.7552
2023-09-28 $271.78 $54.36 $0.43 21.2942
2023-12-28 $279.23 $55.85 $0.45 18.3942
2024-03-27 $285.67 $57.13 $0.46 20.8100
2024-06-28 $292.95 $58.59 $0.47 23.8910
2024-09-30 $215.22 $43.04 $0.34 18.6981
2024-12-31 $219.90 $43.98 $0.35 20.2734
2025-03-31 $224.97 $44.99 $0.36 18.7684
2025-06-30 $229.66 $45.93 $0.37 18.9422
2025-09-30 $234.40 $46.88 $0.38 18.4739
2025-12-31 $239.01 $47.80 $0.38 19.7137
2026-03-31 $243.94 $48.79 $0.39 18.4435
Total $4888.79 $977.76 $7.83 369.2108

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.

EU

CAGR 40.23% Total 5166.67% Final $526,667
2014-09-12 — 2026-06-03
OABI

CAGR -25.28% Total -74.39% Final $2,561
2021-09-30 — 2026-06-03
XCUR

CAGR -46.28% Total -99.32% Final $67.96
2018-05-22 — 2026-06-03