Elevance Health, Inc. (ELV) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$10,464
Total Return
4.64%
CAGR
0.91%
Dividends
$764.86
Yield on Cost
7.65%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.43% |
| Median | +0.43% |
| Best | +32.25% |
| Worst | -28.47% |
| % of Windows Positive | 52.5% |
1-Year (252 Trading Days)
| Average | -2.88% |
| Median | -4.46% |
| Best | +39.28% |
| Worst | -49.27% |
| % of Windows Positive | 40.9% |
3-Year (756 Trading Days)
| Average | -8.70% |
| Median | -15.84% |
| Best | +58.48% |
| Worst | -41.80% |
| % of Windows Positive | 22.4% |
Risk Metrics
| Maximum Drawdown | -50.54% |
| Average Drawdown | -16.66% |
| Drawdown Duration | 438 Trading Days (Unrecovered) |
| Sortino Ratio | 0.24 |
| Calmar Ratio | 0.02 |
| CVaR (5%) | -4.57% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +12.16% (+31.28% ann.) | +$1215.83 | $49.07 | $9.81 | $0.08 |
| 2025 | -3.50% | $349.59 | $186.42 | $37.28 | $0.30 |
| 2024 | -20.93% | $2092.80 | $138.79 | $27.76 | $0.22 |
| 2023 | -7.13% | $713.33 | $115.85 | $23.17 | $0.19 |
| 2022 | +11.59% | +$1158.92 | $110.81 | $22.16 | $0.18 |
| 2021 | +45.77% | +$4577.38 | $141.31 | $28.26 | $0.23 |
| 2020 | +7.44% | +$744.14 | $126.33 | $25.27 | $0.20 |
| 2019 | +16.06% | +$1606.11 | $122.25 | $24.45 | $0.20 |
| 2018 | +17.83% | +$1782.87 | $133.84 | $26.77 | $0.21 |
| 2017 | +58.28% | +$5827.88 | $188.66 | $37.73 | $0.30 |
| 2016 | +4.71% | +$471.09 | $187.56 | $37.51 | $0.30 |
| 2015 | +12.48% | +$1248.32 | $199.93 | $39.98 | $0.32 |
| 2014 | +37.77% | +$3776.84 | $190.63 | $38.12 | $0.31 |
| 2013 | +54.02% | +$5401.77 | $247.81 | $49.56 | $0.39 |
| 2012 | -6.66% | $666.24 | $174.67 | $34.93 | $0.28 |
| 2011 | +17.87% | +$1787.04 | $176.63 | $35.33 | $0.29 |
| 2010 | -2.45% | $245.33 | $0.00 | $0.00 | $0.00 |
| 2009 | +38.36% | +$3835.75 | $0.00 | $0.00 | $0.00 |
| 2008 | -51.98% | $5197.77 | $0.00 | $0.00 | $0.00 |
| 2007 | +11.49% | +$1148.81 | $0.00 | $0.00 | $0.00 |
| 2006 | -1.38% | $137.86 | $0.00 | $0.00 | $0.00 |
| 2005 | +38.77% | +$3876.52 | $0.00 | $0.00 | $0.00 |
| 2004 | +53.33% | +$5333.33 | $0.00 | $0.00 | $0.00 |
| 2003 | +19.24% | +$1923.69 | $0.00 | $0.00 | $0.00 |
| 2002 | +27.07% | +$2707.07 | $0.00 | $0.00 | $0.00 |
| 2001 partial | +21.03% (+207.80% ann.) | +$2102.69 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bust / post-bubble disinflation scare partial | October 30, 2001 – October 9, 2002 | +59.78% | +64.47% | +$5977.99 | $0.00 | $0.00 | $0.00 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +139.77% | +19.13% | +$13976.52 | $0.00 | $0.00 | $0.00 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -61.28% | -48.91% | $6128.03 | $0.00 | $0.00 | $0.00 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +63.18% | +15.61% | +$6317.58 | $470.95 | $94.19 | $0.76 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +526.34% | +27.44% | +$52633.83 | $3539.87 | $707.97 | $5.66 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -40.41% | -99.73% | $4040.62 | $32.32 | $6.46 | $0.05 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +60.04% | +113.12% | +$6004.25 | $96.65 | $19.33 | $0.16 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +30.37% | +28.61% | +$3036.83 | $135.13 | $27.03 | $0.22 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +29.12% | +31.17% | +$2911.63 | $122.76 | $24.55 | $0.20 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +6.20% | +3.30% | +$619.74 | $233.71 | $46.74 | $0.37 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -25.74% | -16.01% | $2573.87 | $190.60 | $38.12 | $0.31 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2011-03-08 | $0.2500 | 0.37% |
| 2011-06-08 | $0.2500 | 0.33% |
| 2011-09-07 | $0.2500 | 0.40% |
| 2011-12-07 | $0.2500 | 0.37% |
| 2012-03-07 | $0.2880 | 0.45% |
| 2012-06-06 | $0.2880 | 0.44% |
| 2012-09-06 | $0.2880 | 0.49% |
| 2012-12-05 | $0.2870 | 0.52% |
| 2013-03-06 | $0.3750 | 0.60% |
| 2013-06-06 | $0.3750 | 0.50% |
| 2013-09-06 | $0.3750 | 0.43% |
| 2013-12-05 | $0.3750 | 0.41% |
| 2014-03-06 | $0.4380 | 0.48% |
| 2014-06-06 | $0.4380 | 0.41% |
| 2014-09-08 | $0.4380 | 0.37% |
| 2014-12-03 | $0.4380 | 0.34% |
| 2015-03-06 | $0.6250 | 0.43% |
| 2015-06-08 | $0.6250 | 0.38% |
| 2015-09-08 | $0.6250 | 0.44% |
| 2015-12-02 | $0.6250 | 0.46% |
| 2016-03-08 | $0.6500 | 0.49% |
| 2016-06-08 | $0.6500 | 0.49% |
| 2016-09-07 | $0.6500 | 0.52% |
| 2016-12-01 | $0.6500 | 0.46% |
| 2017-03-08 | $0.6500 | 0.39% |
| 2017-06-07 | $0.6500 | 0.35% |
| 2017-09-07 | $0.7000 | 0.36% |
| 2017-12-04 | $0.7000 | 0.30% |
| 2018-03-08 | $0.7500 | 0.32% |
| 2018-06-07 | $0.7500 | 0.33% |
| 2018-09-07 | $0.7500 | 0.28% |
| 2018-12-04 | $0.7500 | 0.25% |
| 2019-03-15 | $0.8000 | 0.26% |
| 2019-06-07 | $0.8000 | 0.29% |
| 2019-09-09 | $0.8000 | 0.32% |
| 2019-12-04 | $0.8000 | 0.28% |
| 2020-03-13 | $0.9500 | 0.37% |
| 2020-06-09 | $0.9500 | 0.32% |
| 2020-09-09 | $0.9500 | 0.36% |
| 2020-12-04 | $0.9500 | 0.29% |
| 2021-03-09 | $1.1300 | 0.33% |
| 2021-06-09 | $1.1300 | 0.29% |
| 2021-09-09 | $1.1300 | 0.30% |
| 2021-12-02 | $1.1300 | 0.28% |
| 2022-03-09 | $1.2800 | 0.28% |
| 2022-06-09 | $1.2800 | 0.26% |
| 2022-09-08 | $1.2800 | 0.26% |
| 2022-12-02 | $1.2800 | 0.24% |
| 2023-03-09 | $1.4800 | 0.32% |
| 2023-06-08 | $1.4800 | 0.32% |
| 2023-09-07 | $1.4800 | 0.33% |
| 2023-12-05 | $1.4800 | 0.31% |
| 2024-03-07 | $1.6300 | 0.32% |
| 2024-06-10 | $1.6300 | 0.30% |
| 2024-09-10 | $1.6300 | 0.30% |
| 2024-12-05 | $1.6300 | 0.41% |
| 2025-03-10 | $1.7100 | 0.42% |
| 2025-06-10 | $1.7100 | 0.44% |
| 2025-09-10 | $1.7100 | 0.54% |
| 2025-12-05 | $1.7100 | 0.51% |
| 2026-03-10 | $1.7200 | 0.61% |
| Total | 61 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-06-03 to 2026-06-03. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-06-09 | $28.56 | $5.71 | $0.05 | 0.0591 |
| 2021-09-09 | $28.63 | $5.73 | $0.05 | 0.0615 |
| 2021-12-02 | $28.70 | $5.74 | $0.05 | 0.0573 |
| 2022-03-09 | $32.58 | $6.52 | $0.05 | 0.0559 |
| 2022-06-09 | $32.65 | $6.53 | $0.05 | 0.0536 |
| 2022-09-08 | $32.72 | $6.54 | $0.05 | 0.0534 |
| 2022-12-02 | $32.79 | $6.56 | $0.05 | 0.0500 |
| 2023-03-09 | $37.99 | $7.60 | $0.06 | 0.0659 |
| 2023-06-08 | $38.08 | $7.62 | $0.06 | 0.0652 |
| 2023-09-07 | $38.18 | $7.64 | $0.06 | 0.0677 |
| 2023-12-05 | $38.28 | $7.66 | $0.06 | 0.0634 |
| 2024-03-07 | $42.26 | $8.45 | $0.07 | 0.0673 |
| 2024-06-10 | $42.37 | $8.47 | $0.07 | 0.0631 |
| 2024-09-10 | $42.48 | $8.50 | $0.07 | 0.0623 |
| 2024-12-05 | $42.58 | $8.52 | $0.07 | 0.0865 |
| 2025-03-10 | $44.82 | $8.96 | $0.07 | 0.0874 |
| 2025-06-10 | $44.96 | $8.99 | $0.07 | 0.0935 |
| 2025-09-10 | $45.12 | $9.02 | $0.07 | 0.1174 |
| 2025-12-05 | $45.33 | $9.06 | $0.07 | 0.1094 |
| 2026-03-10 | $45.78 | $9.16 | $0.07 | 0.1293 |
| Total | $764.86 | $152.97 | $1.23 | 1.4693 |
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.