Healthcare Realty Trust Incorporated (HR) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$9,830
Total Return
-1.70%
CAGR
-0.34%
Dividends
$4,783.57
Yield on Cost
47.84%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.27% |
| Median | +0.19% |
| Best | +27.36% |
| Worst | -22.66% |
| % of Windows Positive | 51.5% |
1-Year (252 Trading Days)
| Average | -2.53% |
| Median | -3.97% |
| Best | +49.64% |
| Worst | -34.40% |
| % of Windows Positive | 43.3% |
3-Year (756 Trading Days)
| Average | -11.42% |
| Median | -17.82% |
| Best | +26.98% |
| Worst | -33.87% |
| % of Windows Positive | 28.7% |
Risk Metrics
| Maximum Drawdown | -48.44% |
| Average Drawdown | -23.95% |
| Drawdown Duration | 1151 Trading Days (Unrecovered) |
| Sortino Ratio | 0.18 |
| Calmar Ratio | -0.01 |
| CVaR (5%) | -3.55% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +16.69% (+44.20% ann.) | +$1668.78 | $284.65 | $56.93 | $0.46 |
| 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
about| 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 – June 3, 2026 | +17.33% | +9.83% | +$1733.42 | $1089.59 | $217.92 | $1.74 |
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% |
| 2026-05-11 | $0.2400 | 1.19% |
| Total | 148 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 |
|---|---|---|---|---|
| 2021-06-30 | $104.81 | $20.96 | $0.17 | 2.7710 |
| 2021-08-13 | $100.09 | $20.02 | $0.16 | 2.6294 |
| 2021-10-01 | $108.21 | $21.64 | $0.17 | 2.8354 |
| 2021-11-12 | $101.74 | $20.35 | $0.16 | 2.5274 |
| 2022-01-03 | $109.95 | $21.99 | $0.18 | 2.7710 |
| 2022-02-25 | $105.74 | $21.15 | $0.17 | 2.8763 |
| 2022-04-01 | $111.79 | $22.36 | $0.18 | 3.1660 |
| 2022-05-13 | $107.61 | $21.52 | $0.17 | 3.0082 |
| 2022-07-05 | $113.79 | $22.76 | $0.18 | 3.4297 |
| 2022-07-13 | $71.07 | $14.21 | $0.11 | 2.2714 |
| 2022-07-21 | $1715.11 | $343.02 | $2.74 | 55.8689 |
| 2022-08-12 | $44.88 | $8.97 | $0.07 | 1.3602 |
| 2022-11-14 | $128.05 | $25.61 | $0.21 | 5.2054 |
| 2023-03-06 | $129.66 | $25.93 | $0.21 | 5.3862 |
| 2023-05-15 | $131.33 | $26.27 | $0.21 | 5.2376 |
| 2023-08-14 | $132.96 | $26.59 | $0.21 | 6.1502 |
| 2023-11-13 | $134.86 | $26.97 | $0.22 | 7.7131 |
| 2024-02-23 | $137.25 | $27.45 | $0.22 | 8.1596 |
| 2024-05-10 | $139.78 | $27.96 | $0.22 | 7.2611 |
| 2024-08-12 | $142.03 | $28.41 | $0.23 | 6.4986 |
| 2024-11-12 | $144.05 | $28.81 | $0.23 | 6.5532 |
| 2025-03-03 | $146.08 | $29.22 | $0.23 | 6.9423 |
| 2025-05-12 | $148.23 | $29.65 | $0.24 | 7.9216 |
| 2025-08-14 | $116.66 | $23.33 | $0.19 | 5.7108 |
| 2025-11-10 | $118.03 | $23.61 | $0.19 | 5.2180 |
| 2026-02-24 | $119.28 | $23.86 | $0.19 | 5.1563 |
| 2026-05-11 | $120.52 | $24.10 | $0.19 | 4.8040 |
| Total | $4783.57 | $956.71 | $7.65 | 179.4327 |
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.