Hamilton Insurance Group, Ltd. (HG) Stock Total Returns
Growth of $10,000 chart
2023-11-10 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$20,272
Total Return
102.72%
CAGR
31.75%
Dividends
$1,333.33
Yield on Cost
13.33%
Rolling Returns
1-Month (21 Trading Days)
| Average | +2.90% |
| Median | +1.96% |
| Best | +29.58% |
| Worst | -15.45% |
| % of Windows Positive | 59.4% |
1-Year (252 Trading Days)
| Average | +39.80% |
| Median | +36.27% |
| Best | +91.58% |
| Worst | +18.73% |
| % of Windows Positive | 100.0% |
3-Year (756 Trading Days)
Risk Metrics
| Maximum Drawdown | -21.07% |
| Average Drawdown | -5.44% |
| Drawdown Duration | 107 Trading Days |
| Sortino Ratio | 1.64 |
| Calmar Ratio | 1.51 |
| CVaR (5%) | -3.94% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +8.99% (+22.65% ann.) | +$898.91 | $716.84 | $143.37 | $1.15 |
| 2025 | +46.61% | +$4661.06 | $0.00 | $0.00 | $0.00 |
| 2024 | +27.29% | +$2729.10 | $0.00 | $0.00 | $0.00 |
| 2023 partial | -0.33% (-2.46% ann.) | $33.33 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Disinflation rebound / AI-led narrow bull / higher-for-longer partial | November 10, 2023 – September 17, 2024 | +21.27% | +25.32% | +$2126.67 | $0.00 | $0.00 | $0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +64.01% | +33.65% | +$6401.28 | $1078.75 | $215.75 | $1.72 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2026-03-06 | $2.0000 | 6.55% |
| Total | 1 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2023-11-10 to 2026-06-03. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2026-03-06 | $1333.33 | $266.67 | $2.13 | 37.2214 |
| Total | $1333.33 | $266.67 | $2.13 | 37.2214 |
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.