H2O America (HTO) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$9,635
Total Return
-3.65%
CAGR
-0.74%
Dividends
$1,206.10
Yield on Cost
12.06%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.16% |
| Median | -0.39% |
| Best | +22.71% |
| Worst | -17.25% |
| % of Windows Positive | 46.9% |
1-Year (252 Trading Days)
| Average | -3.61% |
| Median | -4.48% |
| Best | +36.11% |
| Worst | -33.10% |
| % of Windows Positive | 36.4% |
3-Year (756 Trading Days)
| Average | -16.62% |
| Median | -15.77% |
| Best | +1.60% |
| Worst | -37.03% |
| % of Windows Positive | 0.8% |
Risk Metrics
| Maximum Drawdown | -43.41% |
| Average Drawdown | -20.27% |
| Drawdown Duration | 825 Trading Days (Unrecovered) |
| Sortino Ratio | 0.13 |
| Calmar Ratio | -0.02 |
| CVaR (5%) | -3.27% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +19.41% (+86.44% ann.) | +$1940.79 | $89.81 | $17.96 | $0.14 |
| 2025 | +2.24% | +$224.48 | $344.71 | $68.94 | $0.55 |
| 2024 | -22.98% | $2297.86 | $246.87 | $49.37 | $0.40 |
| 2023 | -18.15% | $1814.85 | $188.33 | $37.67 | $0.30 |
| 2022 | +12.90% | +$1290.16 | $198.07 | $39.61 | $0.32 |
| 2021 | +7.22% | +$721.84 | $197.27 | $39.45 | $0.32 |
| 2020 | -0.85% | $85.47 | $181.16 | $36.23 | $0.29 |
| 2019 | +29.70% | +$2969.76 | $217.02 | $43.40 | $0.35 |
| 2018 | -11.54% | $1154.08 | $176.50 | $35.30 | $0.28 |
| 2017 | +15.76% | +$1575.75 | $187.35 | $37.47 | $0.30 |
| 2016 | +92.07% | +$9206.75 | $275.83 | $55.17 | $0.44 |
| 2015 | -5.80% | $580.12 | $244.63 | $48.93 | $0.39 |
| 2014 | +10.18% | +$1017.66 | $254.54 | $50.91 | $0.41 |
| 2013 | +14.44% | +$1443.85 | $275.96 | $55.19 | $0.44 |
| 2012 | +15.24% | +$1524.07 | $303.04 | $60.61 | $0.48 |
| 2011 | -8.58% | $857.72 | $263.73 | $52.75 | $0.42 |
| 2010 | +19.98% | +$1997.99 | $303.95 | $60.79 | $0.49 |
| 2009 | -22.86% | $2285.93 | $222.26 | $44.45 | $0.36 |
| 2008 | -12.05% | $1205.14 | $186.96 | $37.39 | $0.30 |
| 2007 | -9.23% | $923.06 | $156.64 | $31.33 | $0.25 |
| 2006 | +73.25% | +$7325.42 | $249.78 | $49.96 | $0.40 |
| 2005 | +27.56% | +$2755.85 | $297.03 | $59.41 | $0.48 |
| 2004 | +25.42% | +$2541.59 | $346.05 | $69.21 | $0.55 |
| 2003 | +17.56% | +$1755.77 | $377.09 | $75.42 | $0.60 |
| 2002 | -5.96% | $595.70 | $326.94 | $65.39 | $0.52 |
| 2001 | -14.36% | $1436.18 | $254.53 | $50.91 | $0.41 |
| 2000 | -13.74% | $1373.78 | $205.88 | $41.18 | $0.33 |
| 1999 | +109.94% | +$10993.95 | $413.12 | $82.62 | $0.66 |
| 1998 | +0.33% | +$32.54 | $391.46 | $78.29 | $0.63 |
| 1997 | +33.60% | +$3360.38 | $493.11 | $98.62 | $0.79 |
| 1996 | +29.99% | +$2998.99 | $598.23 | $119.65 | $0.96 |
| 1995 | +22.86% | +$2285.91 | $682.09 | $136.42 | $1.09 |
| 1994 | -15.32% | $1532.32 | $535.51 | $107.10 | $0.86 |
| 1993 | +17.37% | +$1737.17 | $584.35 | $116.87 | $0.94 |
| 1992 | +29.94% | +$2993.63 | $874.87 | $174.97 | $1.40 |
| 1991 | +17.84% | +$1784.25 | $754.35 | $150.87 | $1.21 |
| 1990 | +1.26% | +$126.30 | $698.31 | $139.66 | $1.12 |
| 1989 | -2.17% | $216.80 | $631.78 | $126.36 | $1.01 |
| 1988 | +7.08% | +$707.63 | $623.10 | $124.62 | $1.00 |
| 1987 | -9.64% | $964.47 | $514.43 | $102.88 | $0.82 |
| 1986 | -12.04% | $1203.72 | $408.48 | $81.70 | $0.65 |
| 1985 | +79.16% | +$7916.44 | $329.61 | $65.92 | $0.53 |
| 1984 | +50.35% | +$5034.72 | $871.33 | $174.27 | $1.39 |
| 1983 | +30.07% | +$3006.77 | $965.18 | $193.04 | $1.54 |
| 1982 | +21.06% | +$2106.48 | $995.94 | $199.19 | $1.60 |
| 1981 | +21.56% | +$2155.85 | $1009.78 | $201.95 | $1.61 |
| 1980 | +5.43% | +$542.95 | $882.19 | $176.43 | $1.41 |
| 1979 | +7.24% | +$723.68 | $0.00 | $0.00 | $0.00 |
| 1978 | +11.76% | +$1176.47 | $0.00 | $0.00 | $0.00 |
| 1977 | -12.26% | $1225.80 | $0.00 | $0.00 | $0.00 |
| 1976 | +25.00% | +$2499.99 | $0.00 | $0.00 | $0.00 |
| 1975 | +12.73% | +$1272.74 | $0.00 | $0.00 | $0.00 |
| 1974 | -19.71% | $1970.80 | $0.00 | $0.00 | $0.00 |
| 1973 | -1.44% | $143.90 | $0.00 | $0.00 | $0.00 |
| 1972 partial | +2.21% (+3.85% ann.) | +$220.59 | $0.00 | $0.00 | $0.00 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +272.52% | +33.21% | +$27252.00 | $3216.19 | $643.24 | $5.15 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | -23.66% | -9.96% | $2365.84 | $595.13 | $119.03 | $0.95 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +214.14% | +25.75% | +$21414.24 | $2123.06 | $424.61 | $3.40 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -47.38% | -36.53% | $4738.28 | $265.54 | $53.11 | $0.42 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +26.28% | +7.16% | +$2627.53 | $1158.86 | $231.77 | $1.85 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +259.30% | +18.41% | +$25930.28 | $3358.74 | $671.75 | $5.37 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -30.84% | -98.51% | $3083.59 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +14.17% | +23.76% | +$1416.69 | $176.16 | $35.23 | $0.28 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +7.03% | +6.66% | +$703.30 | $208.71 | $41.74 | $0.33 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +6.69% | +7.12% | +$668.77 | $215.28 | $43.06 | $0.34 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -14.07% | -7.86% | $1407.10 | $376.51 | $75.30 | $0.60 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +0.61% | +0.39% | +$60.59 | $426.30 | $85.26 | $0.68 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1980-01-29 | $0.0365 | 2.05% |
| 1980-04-25 | $0.0365 | 2.29% |
| 1980-07-28 | $0.0365 | 1.83% |
| 1980-10-28 | $0.0365 | 1.89% |
| 1981-02-03 | $0.0396 | 2.41% |
| 1981-04-28 | $0.0396 | 2.13% |
| 1981-07-28 | $0.0428 | 2.22% |
| 1981-10-27 | $0.0428 | 2.37% |
| 1982-02-02 | $0.0458 | 2.34% |
| 1982-04-27 | $0.0458 | 2.46% |
| 1982-07-27 | $0.0458 | 2.46% |
| 1982-10-26 | $0.0458 | 2.24% |
| 1983-02-02 | $0.0500 | 2.23% |
| 1983-04-26 | $0.0500 | 1.99% |
| 1983-07-26 | $0.0500 | 1.85% |
| 1983-10-26 | $0.0500 | 1.85% |
| 1984-01-31 | $0.0553 | 1.88% |
| 1984-04-25 | $0.0553 | 1.87% |
| 1984-07-26 | $0.0553 | 1.67% |
| 1984-10-26 | $0.0553 | 1.56% |
| 1985-07-26 | $0.0605 | 1.16% |
| 1985-10-28 | $0.0605 | 0.92% |
| 1986-02-05 | $0.0655 | 1.08% |
| 1986-04-25 | $0.0655 | 1.17% |
| 1986-07-28 | $0.0655 | 1.00% |
| 1986-10-27 | $0.0655 | 1.11% |
| 1987-02-09 | $0.0700 | 1.17% |
| 1987-04-27 | $0.0700 | 1.12% |
| 1987-07-27 | $0.0700 | 1.20% |
| 1987-10-26 | $0.0700 | 1.45% |
| 1988-02-02 | $0.0733 | 1.45% |
| 1988-04-25 | $0.0733 | 1.46% |
| 1988-07-26 | $0.0733 | 1.49% |
| 1988-10-26 | $0.0733 | 1.41% |
| 1989-01-31 | $0.0758 | 1.59% |
| 1989-04-25 | $0.0758 | 1.59% |
| 1989-07-26 | $0.0758 | 1.69% |
| 1989-10-26 | $0.0758 | 1.70% |
| 1990-01-30 | $0.0775 | 1.91% |
| 1990-04-25 | $0.0775 | 1.88% |
| 1990-07-26 | $0.0775 | 1.86% |
| 1990-10-26 | $0.0775 | 1.79% |
| 1991-01-29 | $0.0800 | 1.90% |
| 1991-04-25 | $0.0800 | 1.58% |
| 1991-07-26 | $0.0800 | 1.75% |
| 1991-10-28 | $0.0800 | 1.66% |
| 1992-01-28 | $0.0825 | 1.62% |
| 1992-04-27 | $0.0825 | 1.55% |
| 1992-07-27 | $0.0825 | 1.40% |
| 1992-10-26 | $0.0825 | 1.49% |
| 1992-12-14 | $0.0825 | 1.38% |
| 1993-02-02 | $0.0850 | 1.44% |
| 1993-04-26 | $0.0850 | 1.29% |
| 1993-07-26 | $0.0850 | 1.35% |
| 1993-11-02 | $0.0850 | 1.35% |
| 1994-01-31 | $0.0875 | 1.37% |
| 1994-04-25 | $0.0875 | 1.37% |
| 1994-07-26 | $0.0875 | 1.47% |
| 1994-10-26 | $0.0875 | 1.49% |
| 1995-01-31 | $0.0900 | 1.46% |
| 1995-04-25 | $0.0900 | 1.58% |
| 1995-07-28 | $0.0900 | 1.50% |
| 1995-10-30 | $0.0900 | 1.52% |
| 1996-02-01 | $0.0925 | 1.35% |
| 1996-04-29 | $0.0925 | 1.43% |
| 1996-07-30 | $0.0925 | 1.50% |
| 1996-10-30 | $0.0925 | 1.37% |
| 1997-01-30 | $0.0950 | 1.16% |
| 1997-04-29 | $0.0950 | 1.15% |
| 1997-08-07 | $0.0950 | 1.04% |
| 1997-10-29 | $0.0950 | 0.98% |
| 1998-02-05 | $0.0975 | 1.01% |
| 1998-04-29 | $0.0975 | 0.96% |
| 1998-07-30 | $0.0975 | 1.04% |
| 1998-10-28 | $0.0975 | 1.06% |
| 1999-02-04 | $0.1000 | 1.00% |
| 1999-04-28 | $0.1000 | 0.94% |
| 1999-07-29 | $0.1000 | 0.74% |
| 1999-11-04 | $0.1000 | 0.50% |
| 2000-02-04 | $0.1025 | 0.54% |
| 2000-04-27 | $0.1025 | 0.53% |
| 2000-07-28 | $0.1025 | 0.52% |
| 2000-11-02 | $0.1025 | 0.52% |
| 2001-02-01 | $0.1025 | 0.63% |
| 2001-04-27 | $0.1088 | 0.81% |
| 2001-07-30 | $0.1088 | 0.76% |
| 2001-11-01 | $0.1088 | 0.80% |
| 2002-02-07 | $0.1150 | 0.87% |
| 2002-04-29 | $0.1150 | 0.83% |
| 2002-07-30 | $0.1150 | 0.87% |
| 2002-11-01 | $0.1150 | 0.87% |
| 2003-02-06 | $0.1213 | 0.89% |
| 2003-05-08 | $0.1213 | 0.85% |
| 2003-08-07 | $0.1213 | 0.87% |
| 2003-11-06 | $0.1213 | 0.82% |
| 2004-02-05 | $0.1275 | 0.77% |
| 2004-05-10 | $0.1275 | 0.75% |
| 2004-08-05 | $0.1275 | 0.79% |
| 2004-11-04 | $0.1275 | 0.77% |
| 2005-02-03 | $0.1340 | 0.78% |
| 2005-05-05 | $0.1340 | 0.69% |
| 2005-08-04 | $0.1340 | 0.49% |
| 2005-11-03 | $0.1340 | 0.54% |
| 2006-02-09 | $0.1415 | 0.56% |
| 2006-05-04 | $0.1410 | 0.56% |
| 2006-08-03 | $0.1410 | 0.53% |
| 2006-11-02 | $0.1410 | 0.44% |
| 2007-02-01 | $0.1510 | 0.38% |
| 2007-05-03 | $0.1510 | 0.45% |
| 2007-08-02 | $0.1510 | 0.53% |
| 2007-11-01 | $0.1510 | 0.43% |
| 2008-02-07 | $0.1610 | 0.54% |
| 2008-05-08 | $0.1610 | 0.53% |
| 2008-07-31 | $0.1610 | 0.61% |
| 2008-10-30 | $0.1610 | 0.65% |
| 2009-02-05 | $0.1650 | 0.59% |
| 2009-05-14 | $0.1650 | 0.77% |
| 2009-08-06 | $0.1650 | 0.76% |
| 2009-11-05 | $0.1650 | 0.76% |
| 2010-02-04 | $0.1700 | 0.77% |
| 2010-05-06 | $0.1700 | 0.64% |
| 2010-08-05 | $0.1700 | 0.69% |
| 2010-11-04 | $0.1700 | 0.71% |
| 2011-02-03 | $0.1730 | 0.70% |
| 2011-05-05 | $0.1730 | 0.75% |
| 2011-08-04 | $0.1730 | 0.72% |
| 2011-11-03 | $0.1730 | 0.74% |
| 2012-02-02 | $0.1780 | 0.74% |
| 2012-05-03 | $0.1780 | 0.76% |
| 2012-08-02 | $0.1760 | 0.76% |
| 2012-11-01 | $0.1780 | 0.73% |
| 2013-02-07 | $0.1820 | 0.68% |
| 2013-05-02 | $0.1820 | 0.74% |
| 2013-08-08 | $0.1820 | 0.64% |
| 2013-11-07 | $0.1820 | 0.64% |
| 2014-02-06 | $0.1880 | 0.67% |
| 2014-05-08 | $0.1880 | 0.70% |
| 2014-08-07 | $0.1880 | 0.72% |
| 2014-11-06 | $0.1880 | 0.60% |
| 2015-02-05 | $0.1950 | 0.58% |
| 2015-05-07 | $0.1950 | 0.66% |
| 2015-08-06 | $0.1950 | 0.67% |
| 2015-11-05 | $0.1950 | 0.65% |
| 2016-02-04 | $0.2030 | 0.63% |
| 2016-05-05 | $0.2030 | 0.58% |
| 2016-08-04 | $0.2030 | 0.50% |
| 2016-11-03 | $0.2030 | 0.42% |
| 2017-02-02 | $0.2180 | 0.44% |
| 2017-05-04 | $0.2180 | 0.45% |
| 2017-08-03 | $0.2180 | 0.40% |
| 2017-11-03 | $0.2180 | 0.36% |
| 2017-11-28 | $0.1700 | 0.25% |
| 2018-02-09 | $0.2800 | 0.53% |
| 2018-05-04 | $0.2800 | 0.46% |
| 2018-08-03 | $0.2800 | 0.44% |
| 2018-11-02 | $0.2800 | 0.46% |
| 2019-02-08 | $0.3000 | 0.50% |
| 2019-05-03 | $0.3000 | 0.50% |
| 2019-08-02 | $0.3000 | 0.46% |
| 2019-11-07 | $0.3000 | 0.42% |
| 2020-02-07 | $0.3200 | 0.44% |
| 2020-05-08 | $0.3200 | 0.55% |
| 2020-08-07 | $0.3200 | 0.49% |
| 2020-11-06 | $0.3200 | 0.51% |
| 2021-02-05 | $0.3400 | 0.50% |
| 2021-05-07 | $0.3400 | 0.53% |
| 2021-08-06 | $0.3400 | 0.48% |
| 2021-11-05 | $0.3400 | 0.48% |
| 2022-02-04 | $0.3600 | 0.53% |
| 2022-05-06 | $0.3600 | 0.62% |
| 2022-08-05 | $0.3600 | 0.54% |
| 2022-11-04 | $0.3600 | 0.52% |
| 2023-02-03 | $0.3800 | 0.47% |
| 2023-05-05 | $0.3800 | 0.50% |
| 2023-08-04 | $0.3800 | 0.55% |
| 2023-11-03 | $0.3800 | 0.60% |
| 2024-02-02 | $0.4000 | 0.66% |
| 2024-05-03 | $0.4000 | 0.72% |
| 2024-08-05 | $0.4000 | 0.65% |
| 2024-11-04 | $0.4000 | 0.73% |
| 2025-02-10 | $0.4200 | 0.83% |
| 2025-05-12 | $0.4200 | 0.79% |
| 2025-08-11 | $0.4200 | 0.84% |
| 2025-11-10 | $0.4200 | 0.88% |
| 2026-02-09 | $0.4400 | 0.84% |
| Total | 185 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 |
|---|---|---|---|---|
| 2021-05-07 | $50.89 | $10.18 | $0.08 | 0.6377 |
| 2021-08-06 | $51.11 | $10.22 | $0.08 | 0.5881 |
| 2021-11-05 | $51.31 | $10.26 | $0.08 | 0.5625 |
| 2022-02-04 | $54.53 | $10.91 | $0.09 | 0.6590 |
| 2022-05-06 | $54.77 | $10.95 | $0.09 | 0.7540 |
| 2022-08-05 | $55.04 | $11.01 | $0.09 | 0.6723 |
| 2022-11-04 | $55.28 | $11.06 | $0.09 | 0.6272 |
| 2023-02-03 | $58.59 | $11.72 | $0.09 | 0.5860 |
| 2023-05-05 | $58.81 | $11.76 | $0.09 | 0.6126 |
| 2023-08-04 | $59.04 | $11.81 | $0.09 | 0.6806 |
| 2023-11-03 | $59.30 | $11.86 | $0.09 | 0.7284 |
| 2024-02-02 | $62.71 | $12.54 | $0.10 | 0.8411 |
| 2024-05-03 | $63.05 | $12.61 | $0.10 | 0.9065 |
| 2024-08-05 | $63.41 | $12.68 | $0.10 | 0.8653 |
| 2024-11-04 | $63.76 | $12.75 | $0.10 | 0.9341 |
| 2025-02-10 | $67.34 | $13.47 | $0.11 | 1.0602 |
| 2025-05-12 | $67.79 | $13.56 | $0.11 | 1.0418 |
| 2025-08-11 | $68.22 | $13.64 | $0.11 | 1.0916 |
| 2025-11-10 | $68.68 | $13.74 | $0.11 | 1.1752 |
| 2026-02-09 | $72.47 | $14.49 | $0.12 | 1.1281 |
| Total | $1206.10 | $241.22 | $1.93 | 16.1524 |
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.