HomeTrust Bancshares, Inc. (HTB) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$16,637
Total Return
66.37%
CAGR
10.72%
Dividends
$765.79
Yield on Cost
7.66%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.21% |
| Median | -0.04% |
| Best | +27.49% |
| Worst | -20.24% |
| % of Windows Positive | 49.6% |
1-Year (252 Trading Days)
| Average | +13.54% |
| Median | +15.31% |
| Best | +78.36% |
| Worst | -31.10% |
| % of Windows Positive | 61.5% |
3-Year (756 Trading Days)
| Average | +51.30% |
| Median | +41.81% |
| Best | +159.55% |
| Worst | -4.06% |
| % of Windows Positive | 98.6% |
Risk Metrics
| Maximum Drawdown | -43.13% |
| Average Drawdown | -13.06% |
| Drawdown Duration | 623 Trading Days |
| Sortino Ratio | 0.76 |
| Calmar Ratio | 0.25 |
| CVaR (5%) | -3.67% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +7.43% (+18.52% ann.) | +$742.59 | $65.29 | $13.06 | $0.10 |
| 2025 | +28.79% | +$2879.49 | $146.06 | $29.21 | $0.24 |
| 2024 | +26.58% | +$2657.90 | $167.97 | $33.59 | $0.27 |
| 2023 | +12.96% | +$1296.25 | $170.51 | $34.10 | $0.27 |
| 2022 | -21.10% | $2110.21 | $119.90 | $23.98 | $0.19 |
| 2021 | +62.01% | +$6201.16 | $171.58 | $34.32 | $0.27 |
| 2020 | -27.07% | $2706.65 | $108.59 | $21.72 | $0.18 |
| 2019 | +3.27% | +$326.62 | $95.77 | $19.15 | $0.15 |
| 2018 | +1.86% | +$185.72 | $23.30 | $4.66 | $0.04 |
| 2017 | -0.58% | $57.91 | $0.00 | $0.00 | $0.00 |
| 2016 | +27.90% | +$2790.12 | $0.00 | $0.00 | $0.00 |
| 2015 | +21.55% | +$2154.86 | $0.00 | $0.00 | $0.00 |
| 2014 | +4.19% | +$419.01 | $0.00 | $0.00 | $0.00 |
| 2013 | +18.36% | +$1835.68 | $0.00 | $0.00 | $0.00 |
| 2012 partial | +15.47% (+35.48% ann.) | +$1547.01 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Policy-led rebound / euro-sovereign-crisis overlay partial | July 11, 2012 – July 25, 2012 | +6.07% | +365.07% | +$606.84 | $0.00 | $0.00 | $0.00 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +117.53% | +10.82% | +$11753.45 | $305.47 | $61.09 | $0.49 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -49.35% | -99.96% | $4935.16 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +12.05% | +20.09% | +$1205.30 | $96.27 | $19.25 | $0.16 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +64.93% | +60.75% | +$6492.75 | $226.88 | $45.38 | $0.36 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -18.13% | -19.14% | $1813.32 | $90.13 | $18.02 | $0.15 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +45.12% | +22.25% | +$4511.50 | $336.24 | $67.25 | $0.53 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +30.65% | +16.97% | +$3064.57 | $250.88 | $50.17 | $0.40 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2018-11-20 | $0.0600 | 0.23% |
| 2019-02-20 | $0.0600 | 0.22% |
| 2019-05-22 | $0.0600 | 0.24% |
| 2019-08-21 | $0.0600 | 0.23% |
| 2019-11-25 | $0.0700 | 0.27% |
| 2020-02-19 | $0.0700 | 0.26% |
| 2020-05-20 | $0.0700 | 0.51% |
| 2020-08-19 | $0.0700 | 0.48% |
| 2020-11-18 | $0.0800 | 0.43% |
| 2021-02-17 | $0.0800 | 0.36% |
| 2021-05-19 | $0.0800 | 0.29% |
| 2021-08-18 | $0.0800 | 0.29% |
| 2021-11-17 | $0.0900 | 0.29% |
| 2022-02-16 | $0.0900 | 0.29% |
| 2022-05-18 | $0.0900 | 0.34% |
| 2022-08-17 | $0.0900 | 0.35% |
| 2022-11-16 | $0.1000 | 0.41% |
| 2023-02-15 | $0.1000 | 0.36% |
| 2023-05-17 | $0.1000 | 0.53% |
| 2023-08-16 | $0.1000 | 0.43% |
| 2023-11-15 | $0.1100 | 0.47% |
| 2024-02-14 | $0.1100 | 0.42% |
| 2024-05-15 | $0.1100 | 0.39% |
| 2024-08-15 | $0.1100 | 0.34% |
| 2024-11-14 | $0.1200 | 0.32% |
| 2025-02-13 | $0.1200 | 0.32% |
| 2025-05-15 | $0.1200 | 0.33% |
| 2025-08-14 | $0.1200 | 0.30% |
| 2025-11-14 | $0.1300 | 0.32% |
| 2026-02-18 | $0.1300 | 0.30% |
| 2026-05-14 | $0.1500 | 0.33% |
| Total | 31 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 |
|---|---|---|---|---|
| 2021-08-18 | $27.40 | $5.48 | $0.04 | 0.8024 |
| 2021-11-17 | $30.89 | $6.18 | $0.05 | 0.7830 |
| 2022-02-16 | $30.96 | $6.19 | $0.05 | 0.8130 |
| 2022-05-18 | $31.04 | $6.21 | $0.05 | 0.9527 |
| 2022-08-17 | $31.12 | $6.22 | $0.05 | 0.9795 |
| 2022-11-16 | $34.68 | $6.94 | $0.05 | 1.1348 |
| 2023-02-15 | $34.79 | $6.96 | $0.05 | 0.9953 |
| 2023-05-17 | $34.89 | $6.98 | $0.05 | 1.3985 |
| 2023-08-16 | $35.03 | $7.01 | $0.05 | 1.2119 |
| 2023-11-15 | $38.67 | $7.73 | $0.06 | 1.3447 |
| 2024-02-14 | $38.82 | $7.76 | $0.06 | 1.1980 |
| 2024-05-15 | $38.95 | $7.79 | $0.06 | 1.0873 |
| 2024-08-15 | $39.07 | $7.81 | $0.06 | 0.9407 |
| 2024-11-14 | $42.73 | $8.55 | $0.07 | 0.9135 |
| 2025-02-13 | $42.84 | $8.57 | $0.07 | 0.9151 |
| 2025-05-15 | $42.95 | $8.59 | $0.07 | 0.9401 |
| 2025-08-14 | $43.07 | $8.61 | $0.07 | 0.8626 |
| 2025-11-14 | $46.77 | $9.35 | $0.07 | 0.9251 |
| 2026-02-18 | $46.88 | $9.38 | $0.07 | 0.8539 |
| 2026-05-14 | $54.23 | $10.84 | $0.09 | 0.9430 |
| Total | $765.79 | $153.15 | $1.23 | 19.9949 |
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.