Hilltop Holdings Inc. (HTH) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$11,956
Total Return
19.56%
CAGR
3.64%
Dividends
$982.81
Yield on Cost
9.83%

Rolling Returns

1-Month (21 Trading Days)
Average+0.48%
Median-0.13%
Best+21.12%
Worst-16.28%
% of Windows Positive49.2%
1-Year (252 Trading Days)
Average+2.01%
Median+3.86%
Best+35.88%
Worst-29.28%
% of Windows Positive63.3%
3-Year (756 Trading Days)
Average+8.96%
Median+7.13%
Best+44.44%
Worst-21.83%
% of Windows Positive67.7%

Risk Metrics

Maximum Drawdown -35.62%
Average Drawdown -15.75%
Drawdown Duration 1159 Trading Days
Sortino Ratio 0.41
Calmar Ratio 0.10
CVaR (5%) -4.06%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +10.49% (+41.98% ann.) +$1049.46 $58.93 $11.79 $0.09
2025 +20.70% +$2070.42 $253.22 $50.64 $0.41
2024 -17.28% $1727.87 $194.39 $38.88 $0.31
2023 +19.27% +$1927.40 $214.53 $42.91 $0.34
2022 -13.21% $1321.00 $171.76 $34.35 $0.28
2021 +29.16% +$2916.41 $175.23 $35.05 $0.29
2020 +12.00% +$1199.98 $145.25 $29.05 $0.24
2019 +41.51% +$4150.61 $180.34 $36.07 $0.30
2018 -28.88% $2888.08 $110.93 $22.18 $0.19
2017 -14.35% $1435.41 $80.76 $16.15 $0.14
2016 +55.33% +$5532.84 $31.21 $6.24 $0.05
2015 -3.66% $365.91 $0.00 $0.00 $0.00
2014 -13.75% $1374.84 $0.00 $0.00 $0.00
2013 +70.83% +$7082.72 $0.00 $0.00 $0.00
2012 +60.24% +$6023.66 $0.00 $0.00 $0.00
2011 -14.82% $1481.84 $0.00 $0.00 $0.00
2010 -14.78% $1477.66 $0.00 $0.00 $0.00
2009 +19.51% +$1950.72 $0.00 $0.00 $0.00
2008 -10.81% $1080.58 $0.00 $0.00 $0.00
2007 -6.27% $626.62 $0.00 $0.00 $0.00
2006 +22.25% +$2224.55 $0.00 $0.00 $0.00
2005 -31.47% $3147.07 $351.77 $70.36 $0.56
2004 partial -19.17% (-21.81% ann.) $1917.25 $591.33 $118.26 $0.95

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
China-WTO / housing-credit / commodity boom partial February 19, 2004 – October 9, 2007 -31.01% -9.71% $3100.89 $875.66 $175.13 $1.40
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -6.94% -4.97% $694.32 $0.00 $0.00 $0.00
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 -6.47% -1.96% $647.48 $0.00 $0.00 $0.00
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +122.18% +11.13% +$12217.51 $976.27 $195.24 $1.65
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -36.83% -99.47% $3682.78 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +50.71% +93.49% +$5071.39 $117.03 $23.40 $0.19
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +48.80% +45.80% +$4880.48 $242.92 $48.59 $0.40
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -14.71% -15.54% $1470.93 $177.36 $35.47 $0.29
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +10.94% +5.76% +$1094.45 $382.69 $76.54 $0.60
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +17.15% +10.62% +$1715.14 $336.84 $67.37 $0.55

Dividend History

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

Date Per Share Yield %
2004-03-29 $0.1490 0.81%
2004-06-28 $0.3130 1.87%
2004-09-28 $0.3130 1.99%
2004-12-29 $0.3130 2.10%
2005-03-29 $0.3130 2.49%
2005-06-28 $0.1880 1.43%
2016-11-10 $0.0600 0.24%
2017-02-13 $0.0600 0.22%
2017-05-11 $0.0600 0.23%
2017-08-11 $0.0600 0.23%
2017-11-14 $0.0600 0.27%
2018-02-14 $0.0700 0.29%
2018-05-14 $0.0700 0.31%
2018-08-14 $0.0700 0.34%
2018-11-14 $0.0700 0.35%
2019-02-14 $0.0800 0.42%
2019-05-14 $0.0800 0.40%
2019-08-14 $0.0800 0.36%
2019-11-14 $0.0800 0.32%
2020-02-13 $0.0900 0.40%
2020-05-14 $0.0900 0.65%
2020-08-13 $0.0900 0.43%
2020-11-13 $0.0900 0.38%
2021-02-11 $0.1200 0.38%
2021-05-13 $0.1200 0.35%
2021-08-12 $0.1200 0.36%
2021-11-12 $0.1200 0.32%
2022-02-14 $0.1500 0.45%
2022-05-12 $0.1500 0.52%
2022-08-11 $0.1500 0.52%
2022-11-09 $0.1500 0.52%
2023-02-09 $0.1600 0.47%
2023-05-09 $0.1600 0.52%
2023-08-10 $0.1600 0.51%
2023-11-10 $0.1600 0.56%
2024-02-09 $0.1700 0.55%
2024-05-09 $0.1700 0.55%
2024-08-16 $0.1700 0.55%
2024-11-08 $0.1700 0.52%
2025-02-13 $0.1800 0.57%
2025-05-08 $0.1800 0.60%
2025-08-15 $0.1800 0.55%
2025-11-07 $0.1800 0.55%
2026-02-13 $0.2000 0.52%
Total 44 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
2021-05-13 $35.46 $7.09 $0.06 0.7817
2021-08-12 $35.55 $7.11 $0.06 0.8532
2021-11-12 $35.66 $7.13 $0.06 0.7678
2022-02-14 $44.69 $8.94 $0.07 1.0985
2022-05-12 $44.85 $8.97 $0.07 1.2473
2022-08-11 $45.04 $9.01 $0.07 1.2344
2022-11-09 $45.23 $9.04 $0.07 1.2642
2023-02-09 $48.44 $9.69 $0.08 1.1490
2023-05-09 $48.62 $9.73 $0.08 1.2625
2023-08-10 $48.83 $9.76 $0.08 1.2503
2023-11-10 $49.03 $9.81 $0.08 1.3610
2024-02-09 $52.32 $10.47 $0.08 1.3515
2024-05-09 $52.55 $10.51 $0.08 1.3337
2024-08-16 $52.78 $10.56 $0.08 1.3471
2024-11-08 $53.01 $10.60 $0.09 1.3014
2025-02-13 $56.36 $11.27 $0.09 1.4102
2025-05-08 $56.62 $11.32 $0.09 1.4869
2025-08-15 $56.88 $11.38 $0.09 1.4192
2025-11-07 $57.14 $11.43 $0.09 1.3815
2026-02-13 $63.76 $12.75 $0.10 1.2963
Total $982.81 $196.57 $1.58 24.5976

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.

CBOE

CAGR 16.41% Total 1008.08% Final $110,808
2010-06-15 — 2026-04-14
KN

CAGR 0.07% Total 0.91% Final $10,091
2014-02-14 — 2026-04-14
SPSC

CAGR 13.65% Total 672.79% Final $77,279
2010-04-22 — 2026-04-14