Brookdale Senior Living Inc. (BKD) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$20,592
Total Return
105.92%
CAGR
15.54%
Dividends
$0.00
Yield on Cost
0.00%

Rolling Returns

1-Month (21 Trading Days)
Average+2.34%
Median+1.19%
Best+84.68%
Worst-44.11%
% of Windows Positive53.1%
1-Year (252 Trading Days)
Average+24.03%
Median-1.34%
Best+268.57%
Worst-65.64%
% of Windows Positive48.1%
3-Year (756 Trading Days)
Average+82.33%
Median+6.39%
Best+544.92%
Worst-30.01%
% of Windows Positive58.7%

Risk Metrics

Maximum Drawdown -73.14%
Average Drawdown -31.90%
Drawdown Duration 1084 Trading Days
Sortino Ratio 0.84
Calmar Ratio 0.21
CVaR (5%) -6.84%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +29.01% (+144.62% ann.) +$2900.83 $0.00 $0.00 $0.00
2025 +114.51% +$11451.32 $0.00 $0.00 $0.00
2024 -13.57% $1357.39 $0.00 $0.00 $0.00
2023 +113.19% +$11318.70 $0.00 $0.00 $0.00
2022 -47.09% $4709.31 $0.00 $0.00 $0.00
2021 +16.48% +$1647.83 $0.00 $0.00 $0.00
2020 -39.06% $3906.47 $0.00 $0.00 $0.00
2019 +8.51% +$850.74 $0.00 $0.00 $0.00
2018 -30.93% $3092.78 $0.00 $0.00 $0.00
2017 -21.90% $2190.01 $0.00 $0.00 $0.00
2016 -32.72% $3271.94 $0.00 $0.00 $0.00
2015 -49.66% $4965.91 $0.00 $0.00 $0.00
2014 +34.92% +$3491.53 $0.00 $0.00 $0.00
2013 +7.35% +$734.60 $0.00 $0.00 $0.00
2012 +45.60% +$4560.09 $0.00 $0.00 $0.00
2011 -18.78% $1877.63 $0.00 $0.00 $0.00
2010 +17.70% +$1770.20 $0.00 $0.00 $0.00
2009 +225.99% +$22598.56 $0.00 $0.00 $0.00
2008 -79.76% $7976.33 $266.35 $53.27 $0.42
2007 -38.38% $3838.33 $411.62 $82.33 $0.65
2006 +65.64% +$6563.68 $525.85 $105.17 $0.84
2005 partial +18.00% (+390.96% ann.) +$1800.37 $98.31 $19.66 $0.16

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
China-WTO / housing-credit / commodity boom partial November 22, 2005 – October 9, 2007 +70.80% +32.98% +$7079.69 $1314.28 $262.86 $2.10
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -91.94% -83.17% $9193.71 $306.64 $61.33 $0.49
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +365.52% +57.71% +$36551.84 $0.00 $0.00 $0.00
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 -47.76% -8.22% $4775.85 $0.00 $0.00 $0.00
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -73.22% -100.00% $7322.07 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 -11.82% -18.32% $1182.06 $0.00 $0.00 $0.00
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +61.54% +57.61% +$6153.86 $0.00 $0.00 $0.00
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -27.65% -29.08% $2764.52 $0.00 $0.00 $0.00
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +47.49% +23.33% +$4749.48 $0.00 $0.00 $0.00
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +106.22% +58.62% +$10622.24 $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 %
2005-12-28 $0.2500 0.84%
2006-03-29 $0.3500 0.91%
2006-06-28 $0.3500 0.80%
2006-09-27 $0.4000 0.85%
2006-12-27 $0.4500 0.95%
2007-03-28 $0.4500 0.99%
2007-06-27 $0.5000 1.05%
2007-09-26 $0.5000 1.28%
2007-12-27 $0.5000 1.66%
2008-03-27 $0.2500 1.01%
2008-07-02 $0.2500 1.28%
2008-10-08 $0.2500 1.35%
Total 12 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.

WK

CAGR 13.03% Total 300.87% Final $40,087
2014-12-12 — 2026-04-14
EHTH

CAGR -13.19% Total -93.65% Final $635.20
2006-10-20 — 2026-04-14
NRG

CAGR 14.92% Total 2141.03% Final $224,103
2003-12-02 — 2026-04-14