CTO Realty Growth, Inc. (CTO) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$15,384
Total Return
53.84%
CAGR
9.00%
Dividends
$4,897.32
Yield on Cost
48.97%

Rolling Returns

1-Month (21 Trading Days)
Average+0.83%
Median+0.87%
Best+16.13%
Worst-15.28%
% of Windows Positive57.8%
1-Year (252 Trading Days)
Average+6.13%
Median+7.70%
Best+36.04%
Worst-23.18%
% of Windows Positive60.8%
3-Year (756 Trading Days)
Average+16.56%
Median+17.35%
Best+45.35%
Worst-9.91%
% of Windows Positive90.0%

Risk Metrics

Maximum Drawdown -26.35%
Average Drawdown -10.20%
Drawdown Duration 492 Trading Days
Sortino Ratio 0.67
Calmar Ratio 0.34
CVaR (5%) -3.53%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +9.06% (+35.60% ann.) +$905.78 $206.41 $41.28 $0.33
2025 -0.01% $1.13 $790.98 $158.20 $1.27
2024 +21.51% +$2151.49 $900.49 $180.10 $1.44
2023 +1.75% +$175.20 $854.00 $170.80 $1.37
2022 -5.36% $535.82 $745.07 $149.01 $1.19
2021 +54.58% +$5457.78 $970.63 $194.13 $1.55
2020 -9.51% $950.64 $566.45 $113.29 $0.91
2019 +15.55% +$1554.55 $83.99 $16.80 $0.13
2018 -17.04% $1703.80 $42.57 $8.51 $0.07
2017 +19.18% +$1917.99 $33.73 $6.75 $0.05
2016 +1.54% +$154.33 $22.78 $4.56 $0.04
2015 -5.42% $542.42 $14.34 $2.87 $0.02
2014 +53.95% +$5394.92 $19.30 $3.86 $0.03
2013 +17.18% +$1717.89 $19.35 $3.87 $0.03
2012 +14.67% +$1467.49 $14.78 $2.96 $0.02
2011 -6.23% $622.80 $13.84 $2.77 $0.02
2010 -17.20% $1719.85 $11.45 $2.29 $0.02
2009 -7.85% $784.83 $78.77 $15.75 $0.13
2008 -38.63% $3863.08 $63.97 $12.79 $0.10
2007 -13.05% $1305.27 $52.57 $10.51 $0.08
2006 +2.56% +$255.63 $48.03 $9.61 $0.08
2005 +65.53% +$6553.27 $69.88 $13.97 $0.11
2004 +32.27% +$3227.21 $79.70 $15.94 $0.13
2003 +71.09% +$7108.56 $114.63 $22.93 $0.18
2002 -2.35% $234.51 $100.91 $20.18 $0.16
2001 +69.00% +$6900.06 $169.08 $33.82 $0.27
2000 -5.63% $562.63 $157.64 $31.53 $0.26
1999 -7.98% $797.98 $247.79 $49.56 $0.40
1998 -19.47% $1946.84 $389.22 $77.84 $0.62
1997 +11.50% +$1149.59 $391.09 $78.22 $0.62
1996 +1.05% +$104.51 $325.56 $65.11 $0.52
1995 +44.25% +$4425.23 $373.93 $74.78 $0.60
1994 -17.47% $1746.93 $234.41 $46.89 $0.37
1993 +19.78% +$1977.90 $236.41 $47.28 $0.38
1992 +11.12% +$1112.07 $172.62 $34.52 $0.28
1991 +0.23% +$22.73 $170.78 $34.16 $0.27
1990 -42.41% $4241.48 $56.10 $11.22 $0.09
1989 +6.82% +$682.20 $44.16 $8.83 $0.07
1988 -2.92% $292.12 $100.19 $20.04 $0.16
1987 +41.01% +$4101.00 $70.17 $14.04 $0.11
1986 +14.00% +$1400.00 $0.00 $0.00 $0.00
1985 +42.86% +$4285.72 $0.00 $0.00 $0.00
1984 +7.69% +$769.23 $0.00 $0.00 $0.00
1983 +54.76% +$5476.18 $0.00 $0.00 $0.00
1982 -16.00% $1600.00 $0.00 $0.00 $0.00
1981 -10.71% $1071.43 $0.00 $0.00 $0.00
1980 partial -3.45% (-4.34% ann.) $344.83 $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 -10.05% -2.28% $1005.05 $1705.16 $341.03 $2.73
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 +65.05% +21.49% +$6504.84 $452.70 $90.54 $0.72
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +300.77% +32.03% +$30076.63 $818.53 $163.71 $1.30
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -68.45% -55.80% $6844.59 $85.91 $17.18 $0.14
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +8.66% +2.49% +$866.34 $118.36 $23.67 $0.19
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +123.35% +11.20% +$12334.54 $440.49 $88.10 $0.71
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -38.84% -99.63% $3883.52 $39.76 $7.95 $0.06
Policy bazooka / monetary euphoria March 25, 2020 – November 6, 2020 +17.10% +29.06% +$1710.13 $156.21 $31.24 $0.25
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +52.61% +49.33% +$5260.78 $1306.11 $261.22 $2.09
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 +13.71% +14.61% +$1370.83 $807.71 $161.54 $1.29
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +9.11% +4.82% +$911.28 $1597.57 $319.51 $2.56
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +12.98% +8.09% +$1298.18 $1230.16 $246.03 $1.97

Dividend History

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

Date Per Share Yield %
1987-12-29 $0.0271 0.59%
1988-05-25 $0.0231 0.41%
1988-12-12 $0.0312 0.67%
1989-05-25 $0.0231 0.39%
1990-01-02 $0.0312 0.56%
1991-01-02 $0.0312 0.98%
1991-05-28 $0.0231 0.65%
1992-01-02 $0.0312 0.99%
1992-05-26 $0.0231 0.65%
1993-02-02 $0.0407 1.22%
1993-07-27 $0.0407 1.05%
1994-02-01 $0.0407 1.00%
1994-07-29 $0.0543 1.60%
1995-02-02 $0.0543 1.65%
1995-07-28 $0.0679 1.81%
1996-02-12 $0.0679 1.42%
1996-08-08 $0.0814 1.71%
1997-02-05 $0.0814 1.75%
1997-08-08 $0.0950 1.92%
1998-02-05 $0.0950 1.92%
1998-08-07 $0.0950 2.14%
1999-02-05 $0.0950 2.37%
2000-02-03 $0.0136 0.42%
2000-05-04 $0.0136 0.41%
2000-08-10 $0.0136 0.41%
2000-11-09 $0.0136 0.41%
2001-02-02 $0.0136 0.35%
2001-05-03 $0.0136 0.35%
2001-08-03 $0.0136 0.24%
2001-11-02 $0.0136 0.27%
2002-02-01 $0.0136 0.25%
2002-05-03 $0.0136 0.23%
2002-08-02 $0.0136 0.30%
2002-11-01 $0.0136 0.27%
2003-01-31 $0.0136 0.25%
2003-05-02 $0.0136 0.20%
2003-08-01 $0.0163 0.24%
2003-11-06 $0.0163 0.20%
2004-02-05 $0.0163 0.20%
2004-05-10 $0.0163 0.16%
2004-08-06 $0.0190 0.19%
2004-11-08 $0.0190 0.19%
2005-02-07 $0.0190 0.15%
2005-05-10 $0.0190 0.10%
2005-08-08 $0.0217 0.10%
2005-11-08 $0.0217 0.14%
2006-02-07 $0.0217 0.12%
2006-05-10 $0.0217 0.13%
2006-08-07 $0.0244 0.15%
2006-11-08 $0.0244 0.14%
2007-02-07 $0.0244 0.12%
2007-05-08 $0.0244 0.12%
2007-08-07 $0.0271 0.15%
2007-11-07 $0.0271 0.15%
2008-02-06 $0.0271 0.19%
2008-05-06 $0.0271 0.18%
2008-08-05 $0.0271 0.25%
2008-11-04 $0.0271 0.27%
2009-02-05 $0.0271 0.33%
2009-05-06 $0.0271 0.30%
2009-08-04 $0.0136 0.13%
2009-11-09 $0.0136 0.15%
2010-02-08 $0.0027 0.03%
2010-05-12 $0.0027 0.03%
2010-08-11 $0.0027 0.04%
2010-11-09 $0.0027 0.03%
2011-02-08 $0.0027 0.03%
2011-05-11 $0.0027 0.03%
2011-11-08 $0.0054 0.07%
2012-05-08 $0.0054 0.07%
2012-11-07 $0.0054 0.06%
2013-05-08 $0.0081 0.08%
2013-11-06 $0.0081 0.08%
2014-05-07 $0.0081 0.08%
2014-11-05 $0.0109 0.08%
2015-05-06 $0.0109 0.07%
2015-11-06 $0.0109 0.08%
2016-05-06 $0.0109 0.08%
2016-08-08 $0.0109 0.08%
2016-11-08 $0.0109 0.08%
2017-02-08 $0.0109 0.07%
2017-05-08 $0.0109 0.07%
2017-08-08 $0.0136 0.09%
2017-11-09 $0.0136 0.09%
2018-02-08 $0.0163 0.09%
2018-05-09 $0.0163 0.10%
2018-08-09 $0.0190 0.11%
2018-11-08 $0.0217 0.14%
2019-02-07 $0.0271 0.17%
2019-05-09 $0.0271 0.17%
2019-08-09 $0.0299 0.18%
2019-11-08 $0.0353 0.20%
2020-02-21 $0.0679 0.40%
2020-05-08 $0.0679 0.64%
2020-08-14 $0.1086 0.91%
2020-11-13 $0.2714 1.91%
2020-11-18 $0.3943 2.78%
2021-03-19 $0.3333 1.80%
2021-06-18 $0.3333 1.79%
2021-09-08 $0.3333 1.77%
2021-12-08 $0.3333 1.79%
2022-03-09 $0.3600 1.68%
2022-06-08 $0.3733 1.70%
2022-09-09 $0.3800 1.84%
2022-12-09 $0.3800 1.97%
2023-03-08 $0.3800 2.16%
2023-06-07 $0.3800 2.23%
2023-09-13 $0.3800 2.22%
2023-12-13 $0.3800 2.22%
2024-03-13 $0.3800 2.23%
2024-06-13 $0.3800 2.14%
2024-09-12 $0.3800 2.01%
2024-12-12 $0.3800 1.86%
2025-03-13 $0.3800 2.01%
2025-06-12 $0.3800 2.03%
2025-09-11 $0.3800 2.23%
2025-12-11 $0.3800 2.09%
2026-03-12 $0.3800 1.98%
Total 118 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
2021-06-18 $187.83 $37.57 $0.30 8.6550
2021-09-08 $190.71 $38.14 $0.31 8.3479
2021-12-08 $193.50 $38.70 $0.31 8.3854
2022-03-09 $211.99 $42.40 $0.34 8.0039
2022-06-08 $222.83 $44.57 $0.36 8.4079
2022-09-09 $230.01 $46.00 $0.37 9.0285
2022-12-09 $233.44 $46.69 $0.37 9.8770
2023-03-08 $237.19 $47.44 $0.38 11.1135
2023-06-07 $241.42 $48.28 $0.39 11.2127
2023-09-13 $245.68 $49.14 $0.39 11.7736
2023-12-13 $250.15 $50.03 $0.40 11.6523
2024-03-13 $254.58 $50.92 $0.41 12.2002
2024-06-13 $259.22 $51.84 $0.42 11.8736
2024-09-12 $263.73 $52.75 $0.42 11.1348
2024-12-12 $267.96 $53.59 $0.43 10.6278
2025-03-13 $272.00 $54.40 $0.44 12.0245
2025-06-12 $276.57 $55.31 $0.44 11.9551
2025-09-11 $281.11 $56.22 $0.45 13.5366
2025-12-11 $286.25 $57.25 $0.46 12.9413
2026-03-12 $291.17 $58.23 $0.47 12.3131
Total $4897.32 $979.46 $7.84 215.0647

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.

HGV

CAGR 6.80% Total 84.06% Final $18,406
2017-01-04 — 2026-04-14
RF

CAGR 8.91% Total 5008.31% Final $510,831
1980-03-17 — 2026-04-14
AUPH

CAGR 12.72% Total 301.75% Final $40,175
2014-09-03 — 2026-04-14