HA Sustainable Infrastructure Capital, Inc. (HASI) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$9,005
Total Return
-9.95%
CAGR
-2.08%
Dividends
$1,604.84
Yield on Cost
16.05%

Rolling Returns

1-Month (21 Trading Days)
Average+0.72%
Median+1.18%
Best+55.42%
Worst-39.59%
% of Windows Positive53.5%
1-Year (252 Trading Days)
Average-3.60%
Median-10.72%
Best+152.92%
Worst-61.67%
% of Windows Positive37.4%
3-Year (756 Trading Days)
Average-13.42%
Median-24.26%
Best+78.26%
Worst-51.82%
% of Windows Positive27.9%

Risk Metrics

Maximum Drawdown -75.68%
Average Drawdown -41.57%
Drawdown Duration 1105 Trading Days (Unrecovered)
Sortino Ratio 0.28
Calmar Ratio -0.03
CVaR (5%) -7.02%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +27.31% (+133.48% ann.) +$2730.69 $135.22 $27.04 $0.22
2025 +22.63% +$2262.89 $637.65 $127.53 $1.02
2024 +1.82% +$182.29 $612.48 $122.50 $0.98
2023 +0.42% +$42.08 $555.89 $111.18 $0.89
2022 -43.56% $4355.64 $285.53 $57.11 $0.46
2021 -14.51% $1451.46 $222.41 $44.48 $0.36
2020 +104.15% +$10414.62 $430.19 $86.04 $0.69
2019 +75.41% +$7540.90 $714.06 $142.81 $1.14
2018 -16.49% $1649.47 $559.84 $111.97 $0.89
2017 +32.75% +$3275.36 $708.03 $141.60 $1.13
2016 +5.36% +$535.77 $662.28 $132.45 $1.06
2015 +39.20% +$3919.92 $772.14 $154.43 $1.23
2014 +7.36% +$735.67 $671.83 $134.37 $1.07
2013 partial +25.68% (+38.39% ann.) +$2568.31 $371.52 $74.31 $0.59

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Secular stagnation / QE / low inflation / duration bull partial April 18, 2013 – February 19, 2020 +352.82% +24.71% +$35282.50 $7939.78 $1587.96 $12.69
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -51.67% -99.98% $5166.54 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +136.95% +300.71% +$13694.90 $503.00 $100.60 $0.81
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +25.68% +24.22% +$2568.12 $297.62 $59.52 $0.48
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -47.60% -49.65% $4759.52 $261.71 $52.34 $0.42
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +19.90% +10.29% +$1990.00 $901.38 $180.28 $1.45
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +22.25% +13.66% +$2224.92 $867.31 $173.46 $1.39

Dividend History

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

Date Per Share Yield %
2013-08-16 $0.0600 0.52%
2013-11-14 $0.1400 1.16%
2013-12-26 $0.2200 1.58%
2014-03-25 $0.2200 1.50%
2014-06-25 $0.2200 1.54%
2014-09-24 $0.2200 1.58%
2014-12-17 $0.2600 1.89%
2015-03-26 $0.2600 1.38%
2015-06-26 $0.2600 1.31%
2015-09-28 $0.2600 1.45%
2015-12-28 $0.3000 1.55%
2016-03-28 $0.3000 1.61%
2016-07-01 $0.3000 1.39%
2016-10-03 $0.3000 1.28%
2016-12-27 $0.3300 1.69%
2017-04-03 $0.3300 1.63%
2017-07-03 $0.3300 1.44%
2017-10-04 $0.3300 1.35%
2017-12-22 $0.3300 1.36%
2018-04-03 $0.3300 1.71%
2018-07-03 $0.3300 1.68%
2018-10-02 $0.3300 1.53%
2018-12-24 $0.3300 1.69%
2019-04-02 $0.3350 1.30%
2019-07-03 $0.3350 1.19%
2019-10-02 $0.3350 1.16%
2019-12-24 $0.3350 1.03%
2020-04-01 $0.3400 1.67%
2020-07-01 $0.3400 1.19%
2020-10-01 $0.3400 0.80%
2020-12-24 $0.3400 0.52%
2021-04-01 $0.3500 0.62%
2021-07-01 $0.3500 0.62%
2021-09-30 $0.3500 0.65%
2021-12-27 $0.3500 0.66%
2022-04-01 $0.3750 0.79%
2022-07-01 $0.3750 0.99%
2022-10-03 $0.3750 1.25%
2022-12-27 $0.3750 1.24%
2023-03-31 $0.3950 1.40%
2023-07-03 $0.3950 1.58%
2023-10-03 $0.3950 2.01%
2023-12-28 $0.3950 1.39%
2024-04-04 $0.4150 1.52%
2024-07-03 $0.4150 1.45%
2024-10-04 $0.4150 1.21%
2024-12-30 $0.4150 1.52%
2025-04-04 $0.4200 1.45%
2025-07-02 $0.4200 1.53%
2025-10-03 $0.4200 1.35%
2025-12-29 $0.4200 1.28%
2026-04-02 $0.4250 1.13%
Total 52 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
2021-07-01 $64.84 $12.97 $0.10 0.9267
2021-09-30 $65.16 $13.03 $0.10 0.9728
2021-12-27 $65.50 $13.10 $0.10 0.9881
2022-04-01 $70.55 $14.11 $0.11 1.1706
2022-07-01 $70.99 $14.20 $0.11 1.4916
2022-10-03 $71.55 $14.31 $0.11 1.8954
2022-12-27 $72.26 $14.45 $0.12 1.9531
2023-03-31 $76.89 $15.38 $0.12 2.1464
2023-07-03 $77.73 $15.55 $0.13 2.5086
2023-10-03 $78.73 $15.74 $0.13 3.8094
2023-12-28 $80.23 $16.05 $0.13 2.2772
2024-04-04 $85.24 $17.05 $0.14 2.5642
2024-07-03 $86.30 $17.26 $0.14 2.3760
2024-10-04 $87.29 $17.46 $0.14 2.0159
2024-12-30 $88.12 $17.62 $0.14 2.6342
2025-04-04 $90.29 $18.06 $0.14 2.6641
2025-07-02 $91.41 $18.28 $0.15 2.6812
2025-10-03 $92.54 $18.51 $0.15 2.4105
2025-12-29 $93.55 $18.71 $0.15 2.3081
2026-04-02 $95.65 $19.13 $0.15 2.0578
Total $1604.84 $320.97 $2.57 41.8519

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.

SNDX

CAGR 7.28% Total 103.58% Final $20,358
2016-03-02 — 2026-04-14
CALY

CAGR 4.53% Total 352.97% Final $45,297
1992-02-28 — 2026-04-14
KE

CAGR 11.94% Total 263.43% Final $36,343
2014-11-03 — 2026-04-14