HealthStream, Inc. (HSTM) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$9,241
Total Return
-7.59%
CAGR
-1.57%
Dividends
$167.54
Yield on Cost
1.68%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.02% |
| Median | -0.09% |
| Best | +24.80% |
| Worst | -24.96% |
| % of Windows Positive | 49.4% |
1-Year (252 Trading Days)
| Average | +1.98% |
| Median | +1.69% |
| Best | +40.22% |
| Worst | -40.84% |
| % of Windows Positive | 54.6% |
3-Year (756 Trading Days)
| Average | +16.02% |
| Median | +10.66% |
| Best | +79.18% |
| Worst | -25.70% |
| % of Windows Positive | 72.9% |
Risk Metrics
| Maximum Drawdown | -41.49% |
| Average Drawdown | -17.44% |
| Drawdown Duration | 237 Trading Days (Unrecovered) |
| Sortino Ratio | 0.12 |
| Calmar Ratio | -0.04 |
| CVaR (5%) | -3.75% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -11.72% (-35.46% ann.) | $1172.39 | $15.17 | $3.03 | $0.02 |
| 2025 | -27.19% | $2719.32 | $39.04 | $7.81 | $0.06 |
| 2024 | +18.03% | +$1802.79 | $41.49 | $8.30 | $0.06 |
| 2023 | +9.17% | +$917.12 | $40.31 | $8.06 | $0.07 |
| 2022 | -5.77% | $576.63 | $0.00 | $0.00 | $0.00 |
| 2021 | +20.70% | +$2069.60 | $0.00 | $0.00 | $0.00 |
| 2020 | -19.71% | $1970.59 | $0.00 | $0.00 | $0.00 |
| 2019 | +12.63% | +$1262.94 | $0.00 | $0.00 | $0.00 |
| 2018 | +7.72% | +$772.05 | $431.78 | $86.35 | $0.69 |
| 2017 | -7.54% | $754.49 | $0.00 | $0.00 | $0.00 |
| 2016 | +13.86% | +$1386.37 | $0.00 | $0.00 | $0.00 |
| 2015 | -25.37% | $2537.31 | $0.00 | $0.00 | $0.00 |
| 2014 | -9.65% | $965.37 | $0.00 | $0.00 | $0.00 |
| 2013 | +34.22% | +$3422.46 | $0.00 | $0.00 | $0.00 |
| 2012 | +31.76% | +$3176.15 | $0.00 | $0.00 | $0.00 |
| 2011 | +129.48% | +$12947.77 | $0.00 | $0.00 | $0.00 |
| 2010 | +103.54% | +$10354.42 | $0.00 | $0.00 | $0.00 |
| 2009 | +69.53% | +$6952.77 | $0.00 | $0.00 | $0.00 |
| 2008 | -33.43% | $3342.85 | $0.00 | $0.00 | $0.00 |
| 2007 | -11.39% | $1139.24 | $0.00 | $0.00 | $0.00 |
| 2006 | +69.53% | +$6952.77 | $0.00 | $0.00 | $0.00 |
| 2005 | -13.06% | $1305.96 | $0.00 | $0.00 | $0.00 |
| 2004 | +3.08% | +$307.70 | $0.00 | $0.00 | $0.00 |
| 2003 | +84.40% | +$8439.73 | $0.00 | $0.00 | $0.00 |
| 2002 | +28.18% | +$2818.13 | $0.00 | $0.00 | $0.00 |
| 2001 | +10.00% | +$1000.03 | $0.00 | $0.00 | $0.00 |
| 2000 partial | -88.24% (-94.94% ann.) | $8823.53 | $0.00 | $0.00 | $0.00 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bust / post-bubble disinflation scare partial | April 11, 2000 – October 9, 2002 | -88.24% | -57.60% | $8823.53 | $0.00 | $0.00 | $0.00 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +272.92% | +30.14% | +$27291.68 | $0.00 | $0.00 | $0.00 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -47.72% | -36.81% | $4772.12 | $0.00 | $0.00 | $0.00 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +1203.92% | +113.98% | +$120392.17 | $0.00 | $0.00 | $0.00 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | -3.86% | -0.52% | $385.69 | $359.20 | $71.84 | $0.57 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -9.79% | -69.15% | $978.94 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | -19.48% | -29.43% | $1947.99 | $0.00 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +28.53% | +26.88% | +$2852.55 | $0.00 | $0.00 | $0.00 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +9.04% | +9.63% | +$904.40 | $0.00 | $0.00 | $0.00 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +12.30% | +6.46% | +$1229.52 | $70.49 | $14.10 | $0.11 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | -30.19% | -20.48% | $3019.16 | $63.96 | $12.79 | $0.10 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2018-03-05 | $1.0000 | 4.08% |
| 2023-04-14 | $0.0250 | 0.09% |
| 2023-06-09 | $0.0250 | 0.10% |
| 2023-09-15 | $0.0250 | 0.11% |
| 2023-12-08 | $0.0250 | 0.10% |
| 2024-03-08 | $0.0280 | 0.10% |
| 2024-05-03 | $0.0280 | 0.10% |
| 2024-08-05 | $0.0280 | 0.10% |
| 2024-11-04 | $0.0280 | 0.10% |
| 2025-03-10 | $0.0310 | 0.09% |
| 2025-05-19 | $0.0310 | 0.11% |
| 2025-08-18 | $0.0310 | 0.12% |
| 2025-11-17 | $0.0310 | 0.13% |
| 2026-03-09 | $0.0350 | 0.16% |
| Total | 14 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 |
|---|---|---|---|---|
| 2023-04-14 | $11.23 | $2.25 | $0.02 | 0.3269 |
| 2023-06-09 | $11.24 | $2.25 | $0.02 | 0.3789 |
| 2023-09-15 | $11.25 | $2.25 | $0.02 | 0.4133 |
| 2023-12-08 | $11.26 | $2.25 | $0.02 | 0.3457 |
| 2024-03-08 | $12.62 | $2.52 | $0.02 | 0.3806 |
| 2024-05-03 | $12.63 | $2.52 | $0.02 | 0.3731 |
| 2024-08-05 | $12.64 | $2.53 | $0.02 | 0.3590 |
| 2024-11-04 | $12.65 | $2.53 | $0.02 | 0.3463 |
| 2025-03-10 | $14.02 | $2.80 | $0.02 | 0.3545 |
| 2025-05-19 | $14.03 | $2.81 | $0.02 | 0.3845 |
| 2025-08-18 | $14.04 | $2.81 | $0.02 | 0.4201 |
| 2025-11-17 | $14.05 | $2.81 | $0.02 | 0.4591 |
| 2026-03-09 | $15.88 | $3.18 | $0.03 | 0.5646 |
| Total | $167.54 | $33.51 | $0.26 | 5.1066 |
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.