Hewlett Packard Enterprise Company (HPE) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$38,937
Total Return
289.37%
CAGR
31.25%
Dividends
$1,687.52
Yield on Cost
16.88%
Rolling Returns
1-Month (21 Trading Days)
| Average | +2.25% |
| Median | +1.09% |
| Best | +96.53% |
| Worst | -30.26% |
| % of Windows Positive | 55.8% |
1-Year (252 Trading Days)
| Average | +15.94% |
| Median | +10.94% |
| Best | +231.29% |
| Worst | -28.99% |
| % of Windows Positive | 71.4% |
3-Year (756 Trading Days)
| Average | +55.72% |
| Median | +50.98% |
| Best | +308.22% |
| Worst | -20.50% |
| % of Windows Positive | 96.8% |
Risk Metrics
| Maximum Drawdown | -48.44% |
| Average Drawdown | -11.09% |
| Drawdown Duration | 159 Trading Days |
| Sortino Ratio | 1.37 |
| Calmar Ratio | 0.65 |
| CVaR (5%) | -5.40% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +130.70% (+626.18% ann.) | +$13069.71 | $59.53 | $11.91 | $0.10 |
| 2025 | +14.90% | +$1489.72 | $251.90 | $50.38 | $0.41 |
| 2024 | +28.40% | +$2839.52 | $308.76 | $61.75 | $0.49 |
| 2023 | +9.02% | +$901.59 | $309.94 | $61.99 | $0.50 |
| 2022 | +3.82% | +$382.25 | $307.29 | $61.46 | $0.49 |
| 2021 | +36.51% | +$3650.65 | $408.95 | $81.78 | $0.65 |
| 2020 | -22.63% | $2262.75 | $306.64 | $61.33 | $0.49 |
| 2019 | +23.00% | +$2299.82 | $350.68 | $70.13 | $0.56 |
| 2018 | -6.11% | $610.91 | $290.38 | $58.08 | $0.46 |
| 2017 | +8.22% | +$822.03 | $170.55 | $34.11 | $0.28 |
| 2016 | +53.64% | +$5364.38 | $151.90 | $30.38 | $0.23 |
| 2015 partial | -7.90% (-33.74% ann.) | $789.61 | $33.23 | $6.65 | $0.05 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Secular stagnation / QE / low inflation / duration bull partial | October 19, 2015 – February 19, 2020 | +61.36% | +11.66% | +$6135.75 | $1363.43 | $272.69 | $2.17 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -45.44% | -99.90% | $4543.80 | $82.93 | $16.58 | $0.13 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +4.74% | +7.74% | +$474.36 | $269.63 | $53.93 | $0.44 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +54.28% | +50.88% | +$5427.86 | $498.61 | $99.72 | $0.79 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +1.19% | +1.26% | +$119.02 | $337.61 | $67.52 | $0.54 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +27.50% | +14.01% | +$2750.33 | $596.07 | $119.21 | $0.95 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +212.44% | +95.02% | +$21243.82 | $520.02 | $104.01 | $0.83 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2015-12-07 | $0.0320 | 0.36% |
| 2016-03-07 | $0.0320 | 0.36% |
| 2016-06-06 | $0.0320 | 0.30% |
| 2016-10-07 | $0.0320 | 0.24% |
| 2016-12-12 | $0.0378 | 0.27% |
| 2017-03-13 | $0.0378 | 0.29% |
| 2017-06-12 | $0.0504 | 0.38% |
| 2017-09-12 | $0.0650 | 0.49% |
| 2017-12-12 | $0.0750 | 0.51% |
| 2018-03-13 | $0.0750 | 0.39% |
| 2018-06-12 | $0.1130 | 0.71% |
| 2018-09-11 | $0.1130 | 0.69% |
| 2018-12-11 | $0.1130 | 0.78% |
| 2019-03-12 | $0.1130 | 0.71% |
| 2019-06-11 | $0.1130 | 0.79% |
| 2019-09-10 | $0.1130 | 0.76% |
| 2019-12-10 | $0.1200 | 0.76% |
| 2020-03-10 | $0.1200 | 1.08% |
| 2020-06-09 | $0.1200 | 1.04% |
| 2020-09-08 | $0.1200 | 1.25% |
| 2020-12-08 | $0.1200 | 0.99% |
| 2021-03-09 | $0.1200 | 0.81% |
| 2021-06-15 | $0.1200 | 0.76% |
| 2021-09-10 | $0.1200 | 0.82% |
| 2021-12-09 | $0.1200 | 0.77% |
| 2022-03-10 | $0.1200 | 0.73% |
| 2022-06-10 | $0.1200 | 0.82% |
| 2022-09-09 | $0.1200 | 0.90% |
| 2022-12-13 | $0.1200 | 0.73% |
| 2023-03-16 | $0.1200 | 0.86% |
| 2023-06-14 | $0.1200 | 0.72% |
| 2023-09-13 | $0.1200 | 0.70% |
| 2023-12-12 | $0.1300 | 0.78% |
| 2024-03-14 | $0.1300 | 0.73% |
| 2024-06-18 | $0.1300 | 0.60% |
| 2024-09-19 | $0.1300 | 0.71% |
| 2024-12-20 | $0.1300 | 0.62% |
| 2025-03-21 | $0.1300 | 0.80% |
| 2025-06-18 | $0.1300 | 0.73% |
| 2025-09-18 | $0.1300 | 0.53% |
| 2025-12-19 | $0.1430 | 0.60% |
| 2026-03-24 | $0.1430 | 0.64% |
| Total | 42 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 |
|---|---|---|---|---|
| 2021-06-15 | $75.47 | $15.09 | $0.12 | 3.8552 |
| 2021-09-10 | $75.93 | $15.18 | $0.12 | 4.2366 |
| 2021-12-09 | $76.44 | $15.29 | $0.12 | 3.9683 |
| 2022-03-10 | $76.92 | $15.38 | $0.12 | 3.7538 |
| 2022-06-10 | $77.37 | $15.47 | $0.12 | 4.3409 |
| 2022-09-09 | $77.89 | $15.58 | $0.12 | 4.6305 |
| 2022-12-13 | $78.45 | $15.69 | $0.12 | 3.8542 |
| 2023-03-16 | $78.91 | $15.78 | $0.12 | 4.4026 |
| 2023-06-14 | $79.44 | $15.89 | $0.12 | 3.7729 |
| 2023-09-13 | $79.89 | $15.98 | $0.13 | 3.8034 |
| 2023-12-12 | $87.04 | $17.41 | $0.14 | 4.2452 |
| 2024-03-14 | $87.59 | $17.52 | $0.14 | 3.9894 |
| 2024-06-18 | $88.11 | $17.62 | $0.14 | 3.2211 |
| 2024-09-19 | $88.53 | $17.71 | $0.14 | 3.7498 |
| 2024-12-20 | $89.02 | $17.80 | $0.14 | 3.2889 |
| 2025-03-21 | $89.45 | $17.89 | $0.14 | 4.4494 |
| 2025-06-18 | $90.03 | $18.00 | $0.15 | 4.0425 |
| 2025-09-18 | $90.55 | $18.11 | $0.15 | 2.8643 |
| 2025-12-19 | $100.02 | $20.00 | $0.16 | 3.2686 |
| 2026-03-24 | $100.48 | $20.10 | $0.16 | 3.3567 |
| Total | $1687.52 | $337.50 | $2.70 | 77.0942 |
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.