Healthcare Realty Trust Incorporated (HR) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$8,916
Total Return
-10.84%
CAGR
-2.27%
Dividends
$4,739.01
Yield on Cost
47.39%

Rolling Returns

1-Month (21 Trading Days)
Average-0.02%
Median+0.00%
Best+27.36%
Worst-22.66%
% of Windows Positive50.0%
1-Year (252 Trading Days)
Average-3.83%
Median-4.49%
Best+37.43%
Worst-34.40%
% of Windows Positive41.5%
3-Year (756 Trading Days)
Average-14.95%
Median-20.08%
Best+17.14%
Worst-39.99%
% of Windows Positive21.6%

Risk Metrics

Maximum Drawdown -48.44%
Average Drawdown -23.71%
Drawdown Duration 1116 Trading Days (Unrecovered)
Sortino Ratio 0.07
Calmar Ratio -0.05
CVaR (5%) -3.58%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +6.34% (+24.11% ann.) +$634.26 $141.59 $28.32 $0.23
2025 +5.47% +$547.35 $662.31 $132.46 $1.06
2024 +4.70% +$470.12 $738.16 $147.63 $1.18
2023 -5.35% $535.18 $656.10 $131.22 $1.05
2022 -24.70% $2470.19 $2343.00 $468.60 $3.75
2021 +14.16% +$1415.93 $868.80 $173.76 $1.39
2020 -6.10% $609.79 $660.21 $132.04 $1.06
2019 +24.63% +$2462.69 $884.81 $176.96 $1.42
2018 -8.40% $839.61 $378.52 $75.70 $0.61
2017 +9.18% +$917.81 $400.34 $80.07 $0.64
2016 +10.45% +$1044.80 $428.76 $85.75 $0.69
2015 +7.61% +$760.87 $445.26 $89.05 $0.71
2014 +33.37% +$3336.81 $571.86 $114.37 $0.91
2013 -7.81% $781.11 $506.61 $101.32 $0.81
2012 +34.76% +$3476.04 $656.30 $131.26 $1.05
2011 -7.67% $766.85 $576.84 $115.37 $0.93
2010 +3.08% +$308.14 $568.56 $113.71 $0.91
2009 -2.08% $207.55 $675.25 $135.05 $1.08
2008 -2.81% $280.60 $617.42 $123.48 $0.99
2007 -24.83% $2482.85 $1794.43 $358.89 $2.87
2006 +26.24% +$2623.99 $812.19 $162.44 $1.30
2005 -13.59% $1358.59 $658.59 $131.72 $1.05
2004 +20.26% +$2026.34 $728.19 $145.64 $1.17
2003 +30.30% +$3029.85 $866.43 $173.29 $1.39
2002 +11.25% +$1125.02 $874.44 $174.89 $1.40
2001 +42.40% +$4239.80 $1124.35 $224.87 $1.80
2000 +51.34% +$5134.13 $1501.94 $300.38 $2.41
1999 -24.17% $2416.67 $1008.74 $201.75 $1.62
1998 -17.87% $1786.55 $740.11 $148.02 $1.18
1997 +15.08% +$1507.93 $772.64 $154.53 $1.24
1996 +22.49% +$2248.63 $852.61 $170.52 $1.37
1995 +17.97% +$1796.92 $894.22 $178.85 $1.43
1994 +0.59% +$59.35 $803.88 $160.78 $1.28
1993 partial +17.28% (+30.62% ann.) +$1728.43 $219.98 $44.00 $0.35

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Dot-com bubble / TMT mania August 9, 1995 – March 10, 2000 +6.16% +1.31% +$616.06 $5296.60 $1059.32 $8.48
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 +112.52% +34.03% +$11251.79 $3976.38 $795.28 $6.37
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +43.12% +7.44% +$4311.86 $7321.65 $1464.33 $11.71
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -48.11% -37.15% $4810.90 $876.62 $175.33 $1.40
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +97.62% +22.36% +$9762.26 $3130.03 $626.01 $5.01
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +102.43% +9.77% +$10242.71 $4947.05 $989.41 $7.91
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -33.57% -99.06% $3357.25 $80.11 $16.02 $0.13
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +22.34% +38.32% +$2233.85 $605.93 $121.19 $0.97
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +10.32% +9.77% +$1032.09 $938.88 $187.78 $1.50
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -25.07% -26.40% $2507.41 $2246.09 $449.22 $3.59
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -1.19% -0.65% $119.35 $1257.74 $251.55 $2.01
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +6.93% +4.36% +$693.18 $945.73 $189.15 $1.51

Dividend History

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

Date Per Share Yield %
1993-10-26 $0.4250 1.84%
1994-01-26 $0.4300 1.99%
1994-04-25 $0.4350 2.15%
1994-07-26 $0.4400 2.04%
1994-10-26 $0.4450 2.19%
1995-01-26 $0.4450 2.30%
1995-04-27 $0.4550 2.34%
1995-07-31 $0.4600 2.27%
1995-10-31 $0.4650 2.31%
1996-01-31 $0.4700 2.13%
1996-04-30 $0.4750 2.12%
1996-07-31 $0.4800 2.17%
1996-11-04 $0.4850 2.00%
1997-01-24 $0.4900 1.79%
1997-04-30 $0.4950 1.90%
1997-07-31 $0.5000 1.72%
1997-10-31 $0.5050 1.80%
1998-02-02 $0.5100 1.72%
1998-05-04 $0.5150 1.83%
1998-08-04 $0.5200 1.85%
1998-10-07 $0.5250 2.09%
1999-02-03 $0.5300 2.40%
1999-05-04 $0.5350 2.43%
1999-08-04 $0.5400 2.54%
1999-11-03 $0.5550 2.85%
2000-02-02 $0.5500 3.05%
2000-05-03 $0.5550 3.03%
2000-08-02 $0.5600 2.79%
2000-11-13 $0.5650 3.09%
2001-02-13 $0.5700 2.49%
2001-05-11 $0.5750 2.34%
2001-08-13 $0.5800 2.13%
2001-11-13 $0.5850 2.07%
2002-02-13 $0.5900 2.00%
2002-05-13 $0.5950 1.98%
2002-08-13 $0.6000 1.90%
2002-11-13 $0.6050 1.92%
2003-02-12 $0.6100 2.15%
2003-05-13 $0.6150 2.07%
2003-08-13 $0.6200 1.91%
2003-11-12 $0.6250 1.80%
2004-02-11 $0.6300 1.53%
2004-05-12 $0.6350 1.87%
2004-08-12 $0.6400 1.74%
2004-11-10 $0.6450 1.63%
2005-02-10 $0.6500 1.71%
2005-05-12 $0.6550 1.70%
2005-08-11 $0.6600 1.70%
2005-11-15 $0.6600 1.74%
2006-02-13 $0.6600 1.87%
2006-05-11 $0.6600 1.93%
2006-08-11 $0.6600 1.88%
2006-11-13 $0.6600 1.73%
2007-02-13 $0.6600 1.56%
2007-04-12 $4.7500 12.34%
2007-05-11 $0.6600 1.97%
2007-08-13 $0.3850 1.56%
2007-11-13 $0.3850 1.56%
2008-02-13 $0.3850 1.54%
2008-05-13 $0.3850 1.35%
2008-08-13 $0.3850 1.34%
2008-11-17 $0.3850 1.86%
2009-02-18 $0.3850 2.61%
2009-05-20 $0.3850 2.27%
2009-08-19 $0.3850 1.87%
2009-11-18 $0.3850 1.75%
2010-02-16 $0.3000 1.48%
2010-05-18 $0.3000 1.23%
2010-08-17 $0.3000 1.28%
2010-11-16 $0.3000 1.39%
2011-02-15 $0.3000 1.36%
2011-05-17 $0.3000 1.38%
2011-08-16 $0.3000 1.78%
2011-11-15 $0.3000 1.74%
2012-02-14 $0.3000 1.44%
2012-05-15 $0.3000 1.34%
2012-08-14 $0.3000 1.21%
2012-11-13 $0.3000 1.28%
2013-02-12 $0.3000 1.17%
2013-05-14 $0.3000 1.01%
2013-08-13 $0.3000 1.22%
2013-11-12 $0.3000 1.31%
2014-02-13 $0.3000 1.33%
2014-05-14 $0.3000 1.21%
2014-08-12 $0.3000 1.22%
2014-11-12 $0.3000 1.14%
2015-02-12 $0.3000 1.04%
2015-05-14 $0.3000 1.23%
2015-08-13 $0.3000 1.23%
2015-11-12 $0.3000 1.17%
2016-02-16 $0.3000 1.05%
2016-05-12 $0.3000 0.96%
2016-08-15 $0.3000 0.84%
2016-11-14 $0.3000 1.07%
2017-02-10 $0.3000 0.98%
2017-05-12 $0.3000 0.93%
2017-08-09 $0.3000 0.91%
2017-11-15 $0.3000 0.91%
2018-02-22 $0.3000 1.11%
2018-05-15 $0.3000 1.09%
2018-08-14 $0.3000 1.00%
2018-11-14 $0.3000 1.04%
2019-02-21 $0.3000 0.93%
2019-04-02 $0.3100 0.97%
2019-05-14 $0.3000 0.96%
2019-07-02 $0.3100 0.99%
2019-08-14 $0.3000 0.91%
2019-10-02 $0.3150 0.95%
2019-11-13 $0.3000 0.94%
2019-12-31 $0.3150 0.95%
2020-02-21 $0.3000 0.80%
2020-04-01 $0.3150 1.13%
2020-05-14 $0.3000 1.05%
2020-07-01 $0.3150 1.08%
2020-08-14 $0.3000 1.08%
2020-10-01 $0.3200 1.06%
2020-11-13 $0.3000 0.95%
2021-01-04 $0.3200 1.08%
2021-02-19 $0.3030 1.00%
2021-03-31 $0.3200 1.04%
2021-05-14 $0.3030 1.00%
2021-06-30 $0.3200 1.05%
2021-08-13 $0.3030 0.99%
2021-10-01 $0.3250 1.09%
2021-11-12 $0.3030 0.94%
2022-01-03 $0.3250 1.03%
2022-02-25 $0.3100 1.02%
2022-04-01 $0.3250 1.18%
2022-05-13 $0.3100 1.09%
2022-07-05 $0.3250 1.17%
2022-07-13 $0.2010 0.80%
2022-07-21 $4.8200 19.84%
2022-08-12 $0.1090 0.42%
2022-11-14 $0.3100 1.52%
2023-03-06 $0.3100 1.57%
2023-05-15 $0.3100 1.54%
2023-08-14 $0.3100 1.72%
2023-11-13 $0.3100 2.13%
2024-02-23 $0.3100 2.27%
2024-05-10 $0.3100 2.02%
2024-08-12 $0.3100 1.74%
2024-11-12 $0.3100 1.74%
2025-03-03 $0.3100 1.81%
2025-05-12 $0.3100 2.02%
2025-08-14 $0.2400 1.44%
2025-11-10 $0.2400 1.33%
2026-02-24 $0.2400 1.30%
Total 147 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
2021-05-14 $97.99 $19.60 $0.16 2.5839
2021-06-30 $104.32 $20.86 $0.17 2.7579
2021-08-13 $99.61 $19.92 $0.16 2.6170
2021-10-01 $107.70 $21.54 $0.17 2.8220
2021-11-12 $101.26 $20.25 $0.16 2.5155
2022-01-03 $109.43 $21.89 $0.17 2.7579
2022-02-25 $105.24 $21.05 $0.17 2.8627
2022-04-01 $111.26 $22.25 $0.18 3.1511
2022-05-13 $107.10 $21.42 $0.17 2.9940
2022-07-05 $113.26 $22.65 $0.18 3.4135
2022-07-13 $70.73 $14.15 $0.11 2.2606
2022-07-21 $1707.01 $341.40 $2.73 55.6049
2022-08-12 $44.66 $8.93 $0.07 1.3538
2022-11-14 $127.44 $25.49 $0.20 5.1808
2023-03-06 $129.05 $25.81 $0.21 5.3608
2023-05-15 $130.71 $26.14 $0.21 5.2128
2023-08-14 $132.33 $26.47 $0.21 6.1211
2023-11-13 $134.23 $26.85 $0.21 7.6766
2024-02-23 $136.61 $27.32 $0.22 8.1210
2024-05-10 $139.12 $27.82 $0.22 7.2268
2024-08-12 $141.36 $28.27 $0.23 6.4679
2024-11-12 $143.37 $28.67 $0.23 6.5222
2025-03-03 $145.39 $29.08 $0.23 6.9095
2025-05-12 $147.53 $29.51 $0.24 7.8842
2025-08-14 $116.11 $23.22 $0.19 5.6838
2025-11-10 $117.47 $23.49 $0.19 5.1933
2026-02-24 $118.72 $23.74 $0.19 5.1319
Total $4739.01 $947.80 $7.58 176.3874

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.

SSP

CAGR -1.32% Total -20.98% Final $7,902
2008-07-01 — 2026-04-14
CCK

CAGR 8.72% Total 4615.08% Final $471,508
1980-03-17 — 2026-04-14
KR

CAGR 13.07% Total 100307.93% Final $10,040,793
1970-01-02 — 2026-04-14