BrightSpring Health Services, Inc. (BTSG) Stock Total Returns
Growth of $10,000 chart
2024-01-26 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$55,345
Total Return
453.45%
CAGR
107.00%
Dividends
$0.00
Yield on Cost
0.00%
Rolling Returns
1-Month (21 Trading Days)
| Average | +7.26% |
| Median | +7.10% |
| Best | +52.50% |
| Worst | -28.66% |
| % of Windows Positive | 70.5% |
1-Year (252 Trading Days)
| Average | +104.36% |
| Median | +98.02% |
| Best | +201.98% |
| Worst | +52.09% |
| % of Windows Positive | 100.0% |
3-Year (756 Trading Days)
Risk Metrics
| Maximum Drawdown | -35.56% |
| Average Drawdown | -7.12% |
| Drawdown Duration | 74 Trading Days |
| Sortino Ratio | 3.07 |
| Calmar Ratio | 3.01 |
| CVaR (5%) | -5.65% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +62.56% (+216.59% ann.) | +$6256.34 | $0.00 | $0.00 | $0.00 |
| 2025 | +119.91% | +$11990.61 | $0.00 | $0.00 | $0.00 |
| 2024 partial | +54.82% (+59.93% ann.) | +$5481.82 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Disinflation rebound / AI-led narrow bull / higher-for-longer partial | January 26, 2024 – September 17, 2024 | +33.09% | +55.94% | +$3309.09 | $0.00 | $0.00 | $0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +309.42% | +128.51% | +$30941.50 | $0.00 | $0.00 | $0.00 |
Dividend History
| Date | Per Share | Yield % |
|---|---|---|
| Total | 0 payments |
No dividends recorded.
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.