Invitation Homes Inc. (INVH) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$9,233
Total Return
-7.67%
CAGR
-1.58%
Dividends
$1,727.11
Yield on Cost
17.27%
Rolling Returns
1-Month (21 Trading Days)
| Average | -0.16% |
| Median | -0.21% |
| Best | +16.35% |
| Worst | -18.74% |
| % of Windows Positive | 48.0% |
1-Year (252 Trading Days)
| Average | -4.19% |
| Median | -3.83% |
| Best | +31.65% |
| Worst | -35.40% |
| % of Windows Positive | 38.8% |
3-Year (756 Trading Days)
| Average | -7.29% |
| Median | -7.23% |
| Best | +9.77% |
| Worst | -26.60% |
| % of Windows Positive | 16.2% |
Risk Metrics
| Maximum Drawdown | -40.09% |
| Average Drawdown | -19.68% |
| Drawdown Duration | 1073 Trading Days (Unrecovered) |
| Sortino Ratio | 0.06 |
| Calmar Ratio | -0.04 |
| CVaR (5%) | -3.23% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -3.83% (-12.82% ann.) | $383.11 | $107.95 | $21.59 | $0.17 |
| 2025 | -10.37% | $1037.27 | $369.90 | $73.98 | $0.59 |
| 2024 | -3.79% | $378.56 | $334.49 | $66.90 | $0.53 |
| 2023 | +18.74% | +$1873.81 | $450.97 | $90.19 | $0.72 |
| 2022 | -33.33% | $3333.34 | $195.41 | $39.08 | $0.31 |
| 2021 | +54.97% | +$5497.47 | $230.37 | $46.08 | $0.37 |
| 2020 | +0.81% | +$81.23 | $201.48 | $40.30 | $0.33 |
| 2019 | +51.66% | +$5166.11 | $260.64 | $52.12 | $0.43 |
| 2018 | -13.45% | $1344.65 | $187.80 | $37.56 | $0.30 |
| 2017 partial | +18.79% (+20.92% ann.) | +$1878.58 | $110.29 | $22.06 | $0.17 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Secular stagnation / QE / low inflation / duration bull partial | February 1, 2017 – February 19, 2020 | +65.92% | +18.08% | +$6591.97 | $679.38 | $135.88 | $1.09 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -48.86% | -99.95% | $4885.86 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +61.15% | +115.50% | +$6115.00 | $165.80 | $33.17 | $0.27 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +51.85% | +48.63% | +$5185.12 | $302.12 | $60.43 | $0.49 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -24.83% | -26.14% | $2482.69 | $219.08 | $43.82 | $0.35 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +16.86% | +8.77% | +$1685.77 | $593.47 | $118.69 | $0.94 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | -22.11% | -14.72% | $2211.12 | $581.16 | $116.23 | $0.93 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2017-05-11 | $0.0600 | 0.28% |
| 2017-08-11 | $0.0800 | 0.37% |
| 2017-10-23 | $0.0800 | 0.35% |
| 2018-02-12 | $0.1100 | 0.53% |
| 2018-05-14 | $0.1100 | 0.46% |
| 2018-08-15 | $0.1100 | 0.49% |
| 2018-11-13 | $0.1100 | 0.51% |
| 2019-02-12 | $0.1300 | 0.57% |
| 2019-05-14 | $0.1300 | 0.52% |
| 2019-08-14 | $0.1300 | 0.47% |
| 2019-11-12 | $0.1300 | 0.44% |
| 2020-02-11 | $0.1500 | 0.47% |
| 2020-05-12 | $0.1500 | 0.59% |
| 2020-08-11 | $0.1500 | 0.50% |
| 2020-11-09 | $0.1500 | 0.52% |
| 2021-02-09 | $0.1700 | 0.56% |
| 2021-05-10 | $0.1700 | 0.49% |
| 2021-08-09 | $0.1700 | 0.42% |
| 2021-11-08 | $0.1700 | 0.42% |
| 2022-02-11 | $0.2200 | 0.52% |
| 2022-05-09 | $0.2200 | 0.58% |
| 2022-08-08 | $0.2200 | 0.58% |
| 2022-11-07 | $0.2200 | 0.71% |
| 2023-02-13 | $0.2600 | 0.80% |
| 2023-05-09 | $0.2600 | 0.76% |
| 2023-08-07 | $0.2600 | 0.75% |
| 2023-11-06 | $0.2600 | 0.81% |
| 2023-12-26 | $0.2800 | 0.82% |
| 2024-03-27 | $0.2800 | 0.82% |
| 2024-06-27 | $0.2800 | 0.80% |
| 2024-09-26 | $0.2800 | 0.79% |
| 2024-12-26 | $0.2900 | 0.89% |
| 2025-03-27 | $0.2900 | 0.84% |
| 2025-06-26 | $0.2900 | 0.88% |
| 2025-09-25 | $0.2900 | 0.99% |
| 2025-12-23 | $0.3000 | 1.10% |
| 2026-03-26 | $0.3000 | 1.21% |
| Total | 37 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 |
|---|---|---|---|---|
| 2021-05-10 | $52.18 | $10.44 | $0.08 | 1.1845 |
| 2021-08-09 | $52.38 | $10.48 | $0.09 | 1.0510 |
| 2021-11-08 | $52.56 | $10.51 | $0.09 | 1.0372 |
| 2022-02-11 | $68.25 | $13.65 | $0.11 | 1.3026 |
| 2022-05-09 | $68.53 | $13.71 | $0.11 | 1.5275 |
| 2022-08-08 | $68.87 | $13.78 | $0.11 | 1.4500 |
| 2022-11-07 | $69.19 | $13.84 | $0.11 | 1.8593 |
| 2023-02-13 | $82.25 | $16.45 | $0.13 | 1.9858 |
| 2023-05-09 | $82.77 | $16.55 | $0.13 | 1.9407 |
| 2023-08-07 | $83.27 | $16.66 | $0.13 | 1.9034 |
| 2023-11-06 | $83.77 | $16.75 | $0.13 | 2.1091 |
| 2023-12-26 | $90.80 | $18.16 | $0.14 | 2.1142 |
| 2024-03-27 | $91.39 | $18.28 | $0.14 | 2.0908 |
| 2024-06-27 | $91.98 | $18.39 | $0.14 | 2.0780 |
| 2024-09-26 | $92.56 | $18.51 | $0.15 | 2.1108 |
| 2024-12-26 | $96.48 | $19.30 | $0.16 | 2.3855 |
| 2025-03-27 | $97.17 | $19.43 | $0.16 | 2.2711 |
| 2025-06-26 | $97.83 | $19.57 | $0.16 | 2.3726 |
| 2025-09-25 | $98.52 | $19.70 | $0.16 | 2.7216 |
| 2025-12-23 | $102.73 | $20.55 | $0.16 | 3.0502 |
| 2026-03-26 | $103.65 | $20.73 | $0.17 | 3.3327 |
| Total | $1727.11 | $345.43 | $2.76 | 41.8785 |
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.