American Realty Investors, Inc. (ARL) Stock Total Returns

Growth of $10,000 chart

2021-04-14 to 2026-04-14
to
$
%
%
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Investment Performance

Final Value
$15,749
Total Return
57.49%
CAGR
9.51%
Dividends
$0.00
Yield on Cost
0.00%

Rolling Returns

1-Month (21 Trading Days)
Average+2.34%
Median+0.31%
Best+64.94%
Worst-38.87%
% of Windows Positive50.8%
1-Year (252 Trading Days)
Average+12.64%
Median+4.03%
Best+185.60%
Worst-43.50%
% of Windows Positive54.6%
3-Year (756 Trading Days)
Average+4.05%
Median+1.27%
Best+86.03%
Worst-49.24%
% of Windows Positive50.8%

Risk Metrics

Maximum Drawdown -66.07%
Average Drawdown -34.86%
Drawdown Duration 769 Trading Days (Unrecovered)
Sortino Ratio 0.67
Calmar Ratio 0.14
CVaR (5%) -7.89%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -11.64% (-35.26% ann.) $1164.39 $0.00 $0.00 $0.00
2025 +9.40% +$940.06 $0.00 $0.00 $0.00
2024 -15.68% $1568.07 $0.00 $0.00 $0.00
2023 -32.12% $3212.47 $0.00 $0.00 $0.00
2022 +102.77% +$10276.68 $0.00 $0.00 $0.00
2021 +16.06% +$1605.51 $0.00 $0.00 $0.00
2020 -36.37% $3636.90 $0.00 $0.00 $0.00
2019 +41.92% +$4192.21 $0.00 $0.00 $0.00
2018 -6.07% $607.00 $0.00 $0.00 $0.00
2017 +148.55% +$14854.94 $0.00 $0.00 $0.00
2016 -8.01% $800.71 $0.00 $0.00 $0.00
2015 +2.93% +$293.04 $0.00 $0.00 $0.00
2014 +4.00% +$400.00 $0.00 $0.00 $0.00
2013 +92.31% +$9230.79 $0.00 $0.00 $0.00
2012 +45.99% +$4598.93 $0.00 $0.00 $0.00
2011 -76.48% $7647.80 $0.00 $0.00 $0.00
2010 -35.10% $3510.20 $0.00 $0.00 $0.00
2009 +36.87% +$3687.15 $0.00 $0.00 $0.00
2008 -8.67% $867.35 $0.00 $0.00 $0.00
2007 +24.52% +$2452.36 $0.00 $0.00 $0.00
2006 -1.87% $187.04 $0.00 $0.00 $0.00
2005 -17.32% $1731.95 $0.00 $0.00 $0.00
2004 +6.24% +$624.31 $0.00 $0.00 $0.00
2003 +12.86% +$1285.54 $0.00 $0.00 $0.00
2002 -18.03% $1803.44 $0.00 $0.00 $0.00
2001 -27.56% $2755.96 $0.00 $0.00 $0.00
2000 -19.85% $1985.29 $0.00 $0.00 $0.00
1999 +4.07% +$406.89 $30.54 $6.11 $0.05
1998 +15.12% +$1512.00 $139.70 $27.94 $0.23
1997 +123.87% +$12386.56 $309.14 $61.83 $0.48
1996 +80.24% +$8023.98 $410.08 $82.02 $0.65
1995 +13.46% +$1346.16 $0.00 $0.00 $0.00
1994 +7.22% +$721.64 $0.00 $0.00 $0.00
1993 +94.00% +$9400.02 $0.00 $0.00 $0.00
1992 +19.05% +$1904.74 $0.00 $0.00 $0.00
1991 -4.55% $454.53 $0.00 $0.00 $0.00
1990 -69.31% $6931.46 $907.23 $181.44 $1.46
1989 -17.14% $1713.92 $1730.65 $346.13 $2.77
1988 +2.74% +$273.74 $333.33 $66.67 $0.53
1987 -28.00% $2800.00 $0.00 $0.00 $0.00
1986 -20.63% $2063.50 $0.00 $0.00 $0.00
1985 +18.87% +$1886.80 $0.00 $0.00 $0.00
1984 +1.92% +$192.31 $0.00 $0.00 $0.00
1983 +40.54% +$4054.05 $0.00 $0.00 $0.00
1982 partial -5.13% (-7.29% ann.) $512.82 $0.00 $0.00 $0.00

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Dot-com bubble / TMT mania August 9, 1995 – March 10, 2000 +395.35% +41.75% +$39535.41 $1701.62 $340.32 $2.72
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 -40.44% -18.24% $4043.80 $0.00 $0.00 $0.00
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 -28.38% -6.46% $2837.57 $0.00 $0.00 $0.00
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 +43.83% +29.34% +$4382.63 $0.00 $0.00 $0.00
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 -80.80% -38.66% $8079.71 $0.00 $0.00 $0.00
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +617.95% +29.76% +$61794.86 $0.00 $0.00 $0.00
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -52.84% -99.98% $5283.54 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +35.11% +62.28% +$3510.65 $0.00 $0.00 $0.00
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +1.63% +1.54% +$162.89 $0.00 $0.00 $0.00
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 +66.96% +72.33% +$6695.66 $0.00 $0.00 $0.00
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -8.57% -4.72% $856.70 $0.00 $0.00 $0.00
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 -17.98% -11.87% $1797.69 $0.00 $0.00 $0.00

Dividend History

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

Date Per Share Yield %
1988-10-07 $0.2250 3.33%
1989-01-09 $0.2700 3.89%
1989-04-10 $0.2700 4.11%
1989-07-12 $0.2850 4.22%
1989-10-05 $0.2850 4.47%
1990-01-05 $0.2850 5.53%
1990-04-24 $0.1500 4.44%
1996-06-19 $0.0500 1.05%
1996-09-11 $0.0500 0.92%
1996-12-11 $0.0500 0.81%
1997-03-12 $0.0500 0.36%
1997-06-11 $0.0500 0.42%
1997-09-11 $0.0500 0.38%
1997-12-11 $0.0500 0.34%
1998-03-12 $0.0500 0.34%
1998-06-02 $0.0500 0.34%
1998-09-11 $0.0500 0.32%
1998-12-17 $0.0500 0.31%
1999-03-18 $0.0500 0.30%
Total 19 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
Total $0.00 $0.00 $0.00 0.0000

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.

PFS

CAGR 4.53% Total 180.13% Final $28,013
2003-01-16 — 2026-04-14
AIRS

CAGR -32.74% Total -82.93% Final $1,707
2021-10-29 — 2026-04-14
FRAF

CAGR 7.62% Total 949.05% Final $104,905
1994-04-06 — 2026-04-14