Herbalife Ltd. (HLF) Stock Total Returns

Growth of $10,000 chart

2021-04-14 to 2026-04-14
to
$
%
%
Loading chart…

Investment Performance

Final Value
$3,645
Total Return
-63.55%
CAGR
-18.28%
Dividends
$0.00
Yield on Cost
0.00%

Rolling Returns

1-Month (21 Trading Days)
Average-0.49%
Median-3.34%
Best+65.92%
Worst-35.18%
% of Windows Positive41.7%
1-Year (252 Trading Days)
Average-19.79%
Median-38.39%
Best+255.16%
Worst-67.47%
% of Windows Positive19.2%
3-Year (756 Trading Days)
Average-61.25%
Median-75.21%
Best+19.24%
Worst-87.78%
% of Windows Positive5.4%

Risk Metrics

Maximum Drawdown -90.79%
Average Drawdown -64.31%
Drawdown Duration 1218 Trading Days (Unrecovered)
Sortino Ratio -0.05
Calmar Ratio -0.20
CVaR (5%) -7.95%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +29.33% (+146.74% ann.) +$2932.51 $0.00 $0.00 $0.00
2025 +92.68% +$9267.56 $0.00 $0.00 $0.00
2024 -56.16% $5615.99 $0.00 $0.00 $0.00
2023 +2.55% +$255.38 $0.00 $0.00 $0.00
2022 -63.65% $6364.52 $0.00 $0.00 $0.00
2021 -14.82% $1481.79 $0.00 $0.00 $0.00
2020 +0.80% +$79.71 $0.00 $0.00 $0.00
2019 -19.13% $1913.49 $0.00 $0.00 $0.00
2018 +74.10% +$7409.92 $0.00 $0.00 $0.00
2017 +40.67% +$4067.30 $0.00 $0.00 $0.00
2016 -10.22% $1022.01 $0.00 $0.00 $0.00
2015 +42.23% +$4222.81 $0.00 $0.00 $0.00
2014 -51.92% $5192.43 $38.12 $7.62 $0.06
2013 +143.51% +$14350.70 $367.28 $73.46 $0.59
2012 -35.04% $3504.42 $233.76 $46.75 $0.37
2011 +52.64% +$5263.79 $183.56 $36.71 $0.29
2010 +70.89% +$7089.30 $223.17 $44.64 $0.36
2009 +92.08% +$9208.38 $373.79 $74.76 $0.60
2008 -45.00% $4500.42 $199.74 $39.95 $0.32
2007 +1.46% +$146.25 $149.98 $29.99 $0.24
2006 +23.49% +$2349.32 $0.00 $0.00 $0.00
2005 +100.12% +$10012.31 $0.00 $0.00 $0.00
2004 partial +10.39% (+1011.02% ann.) +$1039.40 $0.00 $0.00 $0.00

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
China-WTO / housing-credit / commodity boom partial December 16, 2004 – October 9, 2007 +204.36% +48.56% +$20435.53 $272.27 $54.45 $0.44
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -71.49% -58.86% $7149.01 $271.33 $54.27 $0.43
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +702.36% +85.31% +$70236.17 $3218.85 $643.80 $5.14
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +55.86% +6.04% +$5586.37 $416.91 $83.38 $0.67
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -33.34% -99.02% $3334.21 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +80.46% +158.54% +$8046.15 $0.00 $0.00 $0.00
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 -12.64% -12.03% $1263.80 $0.00 $0.00 $0.00
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -57.79% -59.98% $5778.91 $0.00 $0.00 $0.00
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -58.62% -37.88% $5862.47 $0.00 $0.00 $0.00
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +137.80% +73.71% +$13780.32 $0.00 $0.00 $0.00

Dividend History

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

Date Per Share Yield %
2007-04-26 $0.0500 0.50%
2007-08-29 $0.0500 0.48%
2007-11-28 $0.0500 0.51%
2008-02-27 $0.0500 0.47%
2008-05-28 $0.0500 0.51%
2008-08-25 $0.0500 0.41%
2008-11-21 $0.0500 1.33%
2009-02-27 $0.0500 1.37%
2009-05-20 $0.0500 0.73%
2009-08-26 $0.0500 0.61%
2009-11-23 $0.0500 0.47%
2010-02-26 $0.0500 0.51%
2010-05-06 $0.0500 0.42%
2010-08-10 $0.0625 0.44%
2010-11-10 $0.0625 0.38%
2011-03-04 $0.0625 0.33%
2011-05-20 $0.0500 0.19%
2011-08-11 $0.1000 0.37%
2011-11-09 $0.1000 0.34%
2012-03-05 $0.1500 0.44%
2012-05-11 $0.1500 0.65%
2012-08-10 $0.1500 0.58%
2012-11-09 $0.1500 0.65%
2013-03-01 $0.1500 0.74%
2013-05-10 $0.1500 0.67%
2013-08-09 $0.1500 0.45%
2013-11-07 $0.1500 0.48%
2014-02-28 $0.1500 0.45%
Total 28 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
Total $0.00 $0.00 $0.00 0.0000

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.

ASH

CAGR 6.86% Total 2030.35% Final $213,035
1980-03-17 — 2026-04-14
GWRS

CAGR 4.25% Total 51.44% Final $15,144
2016-04-28 — 2026-04-14
RBBN

CAGR -12.73% Total -97.05% Final $294.65
2000-05-25 — 2026-04-14