Health Catalyst, Inc. (HCAT) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$222
Total Return
-97.78%
CAGR
-53.32%
Dividends
$0.00
Yield on Cost
0.00%

Rolling Returns

1-Month (21 Trading Days)
Average-5.05%
Median-5.86%
Best+69.09%
Worst-48.06%
% of Windows Positive34.7%
1-Year (252 Trading Days)
Average-44.24%
Median-46.28%
Best+29.06%
Worst-87.53%
% of Windows Positive5.9%
3-Year (756 Trading Days)
Average-80.84%
Median-82.23%
Best-61.61%
Worst-91.61%
% of Windows Positive0.0%

Risk Metrics

Maximum Drawdown -98.30%
Average Drawdown -73.47%
Drawdown Duration 1216 Trading Days (Unrecovered)
Sortino Ratio -1.12
Calmar Ratio -0.54
CVaR (5%) -9.03%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -53.14% (-93.02% ann.) $5313.85 $0.00 $0.00 $0.00
2025 -66.20% $6619.52 $0.00 $0.00 $0.00
2024 -23.65% $2365.01 $0.00 $0.00 $0.00
2023 -12.89% $1288.82 $0.00 $0.00 $0.00
2022 -73.17% $7317.01 $0.00 $0.00 $0.00
2021 -8.98% $898.24 $0.00 $0.00 $0.00
2020 +25.45% +$2544.67 $0.00 $0.00 $0.00
2019 partial -11.41% (-24.30% ann.) $1141.18 $0.00 $0.00 $0.00

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Secular stagnation / QE / low inflation / duration bull partial July 25, 2019 – February 19, 2020 -21.34% -34.27% $2134.29 $0.00 $0.00 $0.00
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -24.38% -95.88% $2438.01 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +29.96% +52.46% +$2996.36 $0.00 $0.00 $0.00
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +22.05% +20.81% +$2204.81 $0.00 $0.00 $0.00
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -81.61% -83.44% $8160.87 $0.00 $0.00 $0.00
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -4.81% -2.63% $481.40 $0.00 $0.00 $0.00
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 -87.19% -73.01% $8718.55 $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.

EXFY

CAGR -58.15% Total -97.88% Final $211.89
2021-11-10 — 2026-04-14
OMC

CAGR 10.77% Total 11053.07% Final $1,115,307
1980-03-17 — 2026-04-14
ZIP

CAGR -35.70% Total -88.44% Final $1,156
2021-05-26 — 2026-04-14