Diversified Healthcare Trust (DHC) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$16,919
Total Return
69.19%
CAGR
11.09%
Dividends
$446.62
Yield on Cost
4.47%

Rolling Returns

1-Month (21 Trading Days)
Average+4.09%
Median-0.08%
Best+252.27%
Worst-42.11%
% of Windows Positive49.4%
1-Year (252 Trading Days)
Average+40.32%
Median+20.09%
Best+511.17%
Worst-78.96%
% of Windows Positive62.3%
3-Year (756 Trading Days)
Average+153.74%
Median+13.01%
Best+932.30%
Worst-47.28%
% of Windows Positive56.1%

Risk Metrics

Maximum Drawdown -86.27%
Average Drawdown -38.21%
Drawdown Duration 1106 Trading Days
Sortino Ratio 0.80
Calmar Ratio 0.13
CVaR (5%) -8.27%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +50.94% (+324.54% ann.) +$5093.58 $20.62 $4.12 $0.03
2025 +113.21% +$11320.73 $174.74 $34.95 $0.30
2024 -37.83% $3782.99 $107.42 $21.49 $0.17
2023 +490.78% +$49078.38 $623.32 $124.64 $0.95
2022 -78.59% $7858.78 $130.06 $26.02 $0.20
2021 -24.41% $2441.48 $97.35 $19.47 $0.15
2020 -50.12% $5012.07 $213.88 $42.77 $0.34
2019 -23.16% $2316.03 $731.72 $146.34 $1.17
2018 -34.08% $3408.49 $837.63 $167.53 $1.34
2017 +7.73% +$772.62 $843.70 $168.74 $1.35
2016 +36.52% +$3651.69 $1082.03 $216.40 $1.73
2015 -27.76% $2776.24 $721.12 $144.22 $1.15
2014 +5.13% +$513.22 $716.69 $143.34 $1.15
2013 -1.25% $125.05 $672.08 $134.42 $1.08
2012 +11.36% +$1135.86 $696.34 $139.27 $1.11
2011 +7.84% +$784.16 $692.78 $138.56 $1.11
2010 +5.61% +$561.35 $676.33 $135.27 $1.08
2009 +30.80% +$3080.39 $814.86 $162.97 $1.30
2008 -16.44% $1643.74 $629.47 $125.89 $1.01
2007 -2.86% $285.53 $569.22 $113.85 $0.91
2006 +53.08% +$5307.72 $786.20 $157.24 $1.26
2005 -5.40% $539.78 $690.83 $138.17 $1.11
2004 +16.35% +$1635.30 $741.33 $148.26 $1.18
2003 +75.26% +$7526.38 $1205.60 $241.12 $1.93
2002 -16.11% $1611.15 $1139.87 $227.97 $1.82
2001 +58.24% +$5824.35 $986.01 $197.21 $1.58
2000 partial +23.71% (+28.49% ann.) +$2371.28 $1493.47 $298.69 $2.39

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Dot-com bubble / TMT mania partial February 23, 2000 – March 10, 2000 +0.75% +18.50% +$74.63 $0.00 $0.00 $0.00
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 +49.99% +17.06% +$4999.09 $4509.92 $901.98 $7.21
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +207.23% +25.19% +$20722.86 $7607.76 $1521.57 $12.17
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -43.47% -33.22% $4346.76 $968.56 $193.71 $1.55
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +108.17% +24.26% +$10816.82 $4301.58 $860.31 $6.88
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 -45.37% -7.68% $4537.06 $5854.66 $1170.93 $9.37
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -66.50% -100.00% $6649.75 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 -5.63% -8.90% $563.03 $94.25 $18.84 $0.15
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 -27.43% -26.22% $2742.80 $102.06 $20.41 $0.16
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -57.31% -59.50% $5731.37 $144.05 $28.82 $0.23
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +186.55% +76.47% +$18654.53 $536.92 $107.37 $0.81
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +98.36% +54.74% +$9835.76 $161.54 $32.31 $0.27

Dividend History

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

Date Per Share Yield %
2000-04-20 $0.2973 3.18%
2000-07-21 $0.2973 3.50%
2000-10-23 $0.2973 3.31%
2000-12-27 $0.2973 3.00%
2001-04-17 $0.2973 2.56%
2001-07-19 $0.2973 2.28%
2001-10-17 $0.2973 2.30%
2002-01-02 $0.2973 2.16%
2002-01-17 $0.2973 2.11%
2002-04-19 $0.3072 2.11%
2002-07-18 $0.3072 2.41%
2002-10-18 $0.3072 2.90%
2003-01-21 $0.3072 2.72%
2003-04-17 $0.3072 2.38%
2003-07-18 $0.3072 2.27%
2003-10-20 $0.3072 2.04%
2004-01-14 $0.3072 1.67%
2004-04-16 $0.3072 1.93%
2004-07-16 $0.3072 1.78%
2004-10-19 $0.3171 1.69%
2005-01-19 $0.3171 1.82%
2005-04-18 $0.3171 1.87%
2005-07-18 $0.3171 1.65%
2005-10-18 $0.3171 1.82%
2006-01-18 $0.3171 1.83%
2006-04-18 $0.3171 1.86%
2006-07-18 $0.3271 1.83%
2006-10-18 $0.3271 1.47%
2007-01-17 $0.3370 1.32%
2007-04-17 $0.3370 1.39%
2007-07-17 $0.3370 1.61%
2007-10-18 $0.3469 1.55%
2008-01-17 $0.3469 1.66%
2008-04-16 $0.3469 1.48%
2008-07-16 $0.3469 1.80%
2008-10-15 $0.3469 1.82%
2009-01-20 $0.3469 2.14%
2009-04-15 $0.3469 2.14%
2009-07-08 $0.3568 2.28%
2009-10-13 $0.3568 1.83%
2010-01-14 $0.3568 1.64%
2010-04-13 $0.3568 1.56%
2010-07-13 $0.3568 1.68%
2010-10-13 $0.3667 1.54%
2011-01-12 $0.3667 1.68%
2011-04-13 $0.3667 1.58%
2011-07-07 $0.3667 1.55%
2011-10-17 $0.3766 1.75%
2012-01-12 $0.3766 1.69%
2012-04-11 $0.3766 1.77%
2012-07-24 $0.3766 1.66%
2012-10-18 $0.3865 1.75%
2013-01-17 $0.3865 1.59%
2013-04-15 $0.3865 1.40%
2013-07-15 $0.3865 1.44%
2013-10-15 $0.3865 1.61%
2014-01-09 $0.3865 1.77%
2014-04-10 $0.3865 1.69%
2014-07-16 $0.3865 1.63%
2014-10-15 $0.3865 1.76%
2015-01-21 $0.3865 1.65%
2015-04-22 $0.3865 1.80%
2015-07-22 $0.3865 2.25%
2015-10-21 $0.3865 2.33%
2016-01-20 $0.3900 2.55%
2016-04-21 $0.3900 2.15%
2016-07-20 $0.3900 1.75%
2016-10-19 $0.3900 1.77%
2017-01-19 $0.3900 2.01%
2017-04-19 $0.3900 1.74%
2017-07-20 $0.3900 1.97%
2017-10-20 $0.3900 1.99%
2018-01-26 $0.3900 2.15%
2018-04-27 $0.3900 2.57%
2018-07-27 $0.3900 2.18%
2018-10-26 $0.3900 2.28%
2019-01-25 $0.3900 2.96%
2019-04-26 $0.1500 1.83%
2019-07-26 $0.1500 1.80%
2019-10-25 $0.1500 1.51%
2020-01-24 $0.1500 1.80%
2020-04-09 $0.0100 0.33%
2020-07-24 $0.0100 0.25%
2020-10-23 $0.0100 0.30%
2021-01-22 $0.0100 0.23%
2021-04-23 $0.0100 0.22%
2021-07-23 $0.0100 0.26%
2021-10-22 $0.0100 0.26%
2022-01-21 $0.0100 0.33%
2022-04-22 $0.0100 0.38%
2022-07-22 $0.0100 0.56%
2022-10-21 $0.0100 0.93%
2023-01-20 $0.0100 1.37%
2023-04-21 $0.0100 1.01%
2023-07-21 $0.0100 0.38%
2023-10-20 $0.0100 0.53%
2024-01-19 $0.0100 0.36%
2024-04-19 $0.0100 0.42%
2024-07-22 $0.0100 0.32%
2024-10-28 $0.0100 0.29%
2025-01-27 $0.0100 0.46%
2025-04-22 $0.0100 0.45%
2025-07-21 $0.0100 0.29%
2025-10-27 $0.0100 0.23%
2026-01-26 $0.0100 0.18%
Total 105 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
2021-04-23 $21.50 $4.30 $0.03 3.8846
2021-07-23 $21.54 $4.31 $0.03 4.3657
2021-10-22 $21.59 $4.32 $0.03 4.6208
2022-01-21 $21.64 $4.33 $0.03 5.7384
2022-04-22 $21.69 $4.34 $0.03 6.8724
2022-07-22 $21.76 $4.35 $0.03 9.8154
2022-10-21 $21.86 $4.37 $0.03 16.3100
2023-01-20 $22.02 $4.40 $0.03 23.1341
2023-04-21 $22.25 $4.45 $0.03 18.5069
2023-07-21 $22.44 $4.49 $0.03 7.1945
2023-10-20 $22.51 $4.50 $0.03 10.0965
2024-01-19 $22.61 $4.52 $0.03 6.2682
2024-04-19 $22.67 $4.53 $0.03 7.5114
2024-07-22 $22.75 $4.55 $0.03 5.7115
2024-10-28 $22.81 $4.56 $0.04 5.2473
2025-01-27 $22.86 $4.57 $0.04 7.4187
2025-04-22 $22.93 $4.59 $0.04 8.1014
2025-07-21 $23.01 $4.60 $0.04 5.3725
2025-10-27 $23.06 $4.61 $0.04 4.4485
2026-01-26 $23.11 $4.62 $0.04 3.2833
Total $446.62 $89.33 $0.71 163.9022

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.

NRDY

CAGR -34.71% Total -89.90% Final $1,010
2020-11-27 — 2026-04-14
WHR

CAGR 4.42% Total 893.64% Final $99,364
1973-02-21 — 2026-04-14
EGY

CAGR -1.56% Total -40.71% Final $5,929
1993-01-29 — 2026-04-14