Hamilton Lane Incorporated (HLNE) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$10,030
Total Return
0.30%
CAGR
0.06%
Dividends
$1,068.77
Yield on Cost
10.69%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.69% |
| Median | +0.75% |
| Best | +29.15% |
| Worst | -33.51% |
| % of Windows Positive | 52.8% |
1-Year (252 Trading Days)
| Average | +18.27% |
| Median | +18.76% |
| Best | +129.22% |
| Worst | -50.64% |
| % of Windows Positive | 62.1% |
3-Year (756 Trading Days)
| Average | +88.48% |
| Median | +92.36% |
| Best | +185.68% |
| Worst | +24.88% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -59.16% |
| Average Drawdown | -22.81% |
| Drawdown Duration | 389 Trading Days (Unrecovered) |
| Sortino Ratio | 0.25 |
| Calmar Ratio | 0.00 |
| CVaR (5%) | -5.24% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -39.56% (-69.70% ann.) | $3955.78 | $40.21 | $8.04 | $0.06 |
| 2025 | -8.19% | $818.96 | $143.16 | $28.63 | $0.23 |
| 2024 | +32.03% | +$3202.96 | $169.65 | $33.93 | $0.27 |
| 2023 | +80.56% | +$8055.52 | $273.54 | $54.71 | $0.44 |
| 2022 | -37.24% | $3723.96 | $150.60 | $30.12 | $0.24 |
| 2021 | +34.35% | +$3435.30 | $175.44 | $35.09 | $0.28 |
| 2020 | +32.97% | +$3296.72 | $204.92 | $40.99 | $0.33 |
| 2019 | +63.61% | +$6361.09 | $282.32 | $56.46 | $0.45 |
| 2018 | +6.24% | +$623.67 | $231.36 | $46.27 | $0.37 |
| 2017 partial | +99.67% (+130.15% ann.) | +$9966.65 | $293.17 | $58.63 | $0.48 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Secular stagnation / QE / low inflation / duration bull partial | March 1, 2017 – February 19, 2020 | +320.48% | +62.17% | +$32047.77 | $1353.97 | $270.79 | $2.17 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -37.44% | -99.53% | $3744.02 | $38.51 | $7.70 | $0.06 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +48.69% | +89.32% | +$4868.90 | $128.25 | $25.65 | $0.20 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +51.94% | +48.71% | +$5193.55 | $186.69 | $37.34 | $0.30 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -36.31% | -38.06% | $3630.63 | $142.60 | $28.52 | $0.23 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +123.12% | +54.18% | +$12312.05 | $497.32 | $99.46 | $0.80 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -48.08% | -31.91% | $4808.47 | $199.35 | $39.87 | $0.32 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2017-06-22 | $0.1750 | 0.81% |
| 2017-09-14 | $0.1750 | 0.76% |
| 2017-12-14 | $0.1750 | 0.52% |
| 2018-03-14 | $0.1750 | 0.46% |
| 2018-06-15 | $0.2130 | 0.45% |
| 2018-09-13 | $0.2130 | 0.43% |
| 2018-12-13 | $0.2130 | 0.61% |
| 2019-03-14 | $0.2130 | 0.49% |
| 2019-06-13 | $0.2750 | 0.53% |
| 2019-09-13 | $0.2750 | 0.46% |
| 2019-12-13 | $0.2750 | 0.47% |
| 2020-03-13 | $0.2750 | 0.53% |
| 2020-06-12 | $0.3130 | 0.50% |
| 2020-09-14 | $0.3130 | 0.51% |
| 2020-12-14 | $0.3130 | 0.43% |
| 2021-03-12 | $0.3130 | 0.36% |
| 2021-06-14 | $0.3500 | 0.39% |
| 2021-09-14 | $0.3500 | 0.40% |
| 2021-12-14 | $0.3500 | 0.34% |
| 2022-03-14 | $0.3500 | 0.46% |
| 2022-06-14 | $0.4000 | 0.62% |
| 2022-09-14 | $0.4000 | 0.57% |
| 2022-12-14 | $0.4000 | 0.55% |
| 2023-03-14 | $0.4000 | 0.62% |
| 2023-06-14 | $0.4450 | 0.58% |
| 2023-09-14 | $0.4450 | 0.48% |
| 2023-12-14 | $0.4450 | 0.41% |
| 2024-03-14 | $0.4450 | 0.41% |
| 2024-06-14 | $0.4900 | 0.41% |
| 2024-09-16 | $0.4900 | 0.32% |
| 2024-12-16 | $0.4900 | 0.29% |
| 2025-03-14 | $0.4900 | 0.35% |
| 2025-06-20 | $0.5400 | 0.39% |
| 2025-09-19 | $0.5400 | 0.36% |
| 2025-12-19 | $0.5400 | 0.40% |
| 2026-03-20 | $0.5400 | 0.53% |
| Total | 36 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 |
|---|---|---|---|---|
| 2021-06-14 | $40.44 | $8.09 | $0.06 | 0.3583 |
| 2021-09-14 | $40.56 | $8.11 | $0.06 | 0.3780 |
| 2021-12-14 | $40.70 | $8.14 | $0.06 | 0.3147 |
| 2022-03-14 | $40.81 | $8.16 | $0.07 | 0.4439 |
| 2022-06-14 | $46.81 | $9.36 | $0.07 | 0.6028 |
| 2022-09-14 | $47.06 | $9.41 | $0.08 | 0.5309 |
| 2022-12-14 | $47.27 | $9.45 | $0.08 | 0.5256 |
| 2023-03-14 | $47.48 | $9.50 | $0.08 | 0.5776 |
| 2023-06-14 | $53.08 | $10.62 | $0.09 | 0.5514 |
| 2023-09-14 | $53.32 | $10.66 | $0.09 | 0.4669 |
| 2023-12-14 | $53.53 | $10.71 | $0.09 | 0.3907 |
| 2024-03-14 | $53.70 | $10.74 | $0.09 | 0.4034 |
| 2024-06-14 | $59.33 | $11.87 | $0.10 | 0.4076 |
| 2024-09-16 | $59.53 | $11.91 | $0.10 | 0.3102 |
| 2024-12-16 | $59.68 | $11.94 | $0.10 | 0.2844 |
| 2025-03-14 | $59.82 | $11.96 | $0.10 | 0.3350 |
| 2025-06-20 | $66.11 | $13.22 | $0.11 | 0.3861 |
| 2025-09-19 | $66.32 | $13.26 | $0.11 | 0.3521 |
| 2025-12-19 | $66.51 | $13.30 | $0.11 | 0.3950 |
| 2026-03-20 | $66.72 | $13.34 | $0.11 | 0.5349 |
| Total | $1068.77 | $213.76 | $1.71 | 8.5495 |
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.