Herc Holdings Inc. (HRI) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$12,826
Total Return
28.26%
CAGR
5.10%
Dividends
$1,143.00
Yield on Cost
11.43%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.66% |
| Median | +1.17% |
| Best | +47.70% |
| Worst | -40.91% |
| % of Windows Positive | 53.6% |
1-Year (252 Trading Days)
| Average | +2.97% |
| Median | -2.65% |
| Best | +109.63% |
| Worst | -44.81% |
| % of Windows Positive | 43.6% |
3-Year (756 Trading Days)
| Average | +16.45% |
| Median | +17.90% |
| Best | +69.94% |
| Worst | -27.99% |
| % of Windows Positive | 81.6% |
Risk Metrics
| Maximum Drawdown | -61.11% |
| Average Drawdown | -30.03% |
| Drawdown Duration | 392 Trading Days (Unrecovered) |
| Sortino Ratio | 0.52 |
| Calmar Ratio | 0.08 |
| CVaR (5%) | -7.21% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -10.34% (-22.81% ann.) | $1033.97 | $94.53 | $18.91 | $0.15 |
| 2025 | -20.41% | $2040.92 | $148.72 | $29.75 | $0.24 |
| 2024 | +28.89% | +$2889.41 | $179.63 | $35.93 | $0.29 |
| 2023 | +15.04% | +$1503.50 | $193.62 | $38.73 | $0.31 |
| 2022 | -14.76% | $1476.01 | $147.67 | $29.54 | $0.24 |
| 2021 | +136.25% | +$13625.07 | $75.29 | $15.05 | $0.12 |
| 2020 | +35.70% | +$3569.68 | $0.00 | $0.00 | $0.00 |
| 2019 | +88.30% | +$8830.31 | $0.00 | $0.00 | $0.00 |
| 2018 | -58.49% | $5848.90 | $0.00 | $0.00 | $0.00 |
| 2017 | +55.90% | +$5590.14 | $0.00 | $0.00 | $0.00 |
| 2016 | -5.93% | $592.64 | $0.00 | $0.00 | $0.00 |
| 2015 | -42.94% | $4294.31 | $0.00 | $0.00 | $0.00 |
| 2014 | -12.86% | $1285.82 | $0.00 | $0.00 | $0.00 |
| 2013 | +75.91% | +$7590.67 | $0.00 | $0.00 | $0.00 |
| 2012 | +38.82% | +$3882.25 | $0.00 | $0.00 | $0.00 |
| 2011 | -19.12% | $1911.67 | $0.00 | $0.00 | $0.00 |
| 2010 | +21.56% | +$2156.04 | $0.00 | $0.00 | $0.00 |
| 2009 | +135.11% | +$13510.86 | $0.00 | $0.00 | $0.00 |
| 2008 | -68.09% | $6809.31 | $0.00 | $0.00 | $0.00 |
| 2007 | -8.63% | $862.57 | $0.00 | $0.00 | $0.00 |
| 2006 partial | +10.62% (+135.75% ann.) | +$1062.34 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| China-WTO / housing-credit / commodity boom partial | November 16, 2006 – October 9, 2007 | +58.91% | +67.75% | +$5890.59 | $0.00 | $0.00 | $0.00 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -91.69% | -82.81% | $9169.09 | $0.00 | $0.00 | $0.00 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +324.80% | +53.49% | +$32480.05 | $0.00 | $0.00 | $0.00 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +38.59% | +4.41% | +$3859.15 | $0.00 | $0.00 | $0.00 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -67.12% | -100.00% | $6711.99 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +150.83% | +339.15% | +$15083.05 | $0.00 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +277.08% | +252.26% | +$27708.03 | $103.15 | $20.63 | $0.17 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -26.59% | -27.98% | $2658.80 | $101.54 | $20.31 | $0.17 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +18.57% | +9.62% | +$1856.67 | $389.64 | $77.93 | $0.62 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -10.58% | -6.35% | $1058.15 | $324.52 | $64.91 | $0.52 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2021-10-19 | $0.5000 | 0.27% |
| 2022-02-22 | $0.5750 | 0.38% |
| 2022-05-26 | $0.5750 | 0.52% |
| 2022-08-18 | $0.5750 | 0.46% |
| 2022-12-09 | $0.5750 | 0.44% |
| 2023-02-21 | $0.6330 | 0.42% |
| 2023-05-25 | $0.6330 | 0.62% |
| 2023-08-17 | $0.6330 | 0.50% |
| 2023-12-08 | $0.6330 | 0.52% |
| 2024-02-20 | $0.6650 | 0.45% |
| 2024-05-31 | $0.6650 | 0.47% |
| 2024-08-23 | $0.6650 | 0.48% |
| 2024-12-16 | $0.6650 | 0.32% |
| 2025-02-18 | $0.7000 | 0.35% |
| 2025-05-30 | $0.7000 | 0.54% |
| 2025-08-22 | $0.7000 | 0.59% |
| 2025-12-15 | $0.7000 | 0.45% |
| 2026-02-18 | $0.7000 | 0.47% |
| 2026-05-29 | $0.7000 | 0.51% |
| Total | 19 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 |
|---|---|---|---|---|
| 2021-10-19 | $45.32 | $9.06 | $0.07 | 0.1992 |
| 2022-02-22 | $52.23 | $10.45 | $0.09 | 0.2700 |
| 2022-05-26 | $52.39 | $10.48 | $0.09 | 0.3587 |
| 2022-08-18 | $52.59 | $10.52 | $0.09 | 0.3403 |
| 2022-12-09 | $52.79 | $10.56 | $0.09 | 0.3242 |
| 2023-02-21 | $58.32 | $11.66 | $0.09 | 0.3248 |
| 2023-05-25 | $58.53 | $11.70 | $0.09 | 0.4508 |
| 2023-08-17 | $58.81 | $11.76 | $0.09 | 0.3685 |
| 2023-12-08 | $59.04 | $11.81 | $0.09 | 0.3790 |
| 2024-02-20 | $62.28 | $12.46 | $0.10 | 0.3377 |
| 2024-05-31 | $62.51 | $12.50 | $0.10 | 0.3440 |
| 2024-08-23 | $62.73 | $12.55 | $0.10 | 0.3422 |
| 2024-12-16 | $62.96 | $12.59 | $0.10 | 0.2526 |
| 2025-02-18 | $66.45 | $13.29 | $0.11 | 0.2862 |
| 2025-05-30 | $66.65 | $13.33 | $0.11 | 0.4291 |
| 2025-08-22 | $66.95 | $13.39 | $0.11 | 0.4120 |
| 2025-12-15 | $67.24 | $13.45 | $0.11 | 0.3500 |
| 2026-02-18 | $67.48 | $13.50 | $0.11 | 0.3662 |
| 2026-05-29 | $67.74 | $13.55 | $0.11 | 0.4066 |
| Total | $1143.00 | $228.61 | $1.83 | 6.5422 |
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.