Independence Realty Trust, Inc. (IRT) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$10,612
Total Return
6.12%
CAGR
1.20%
Dividends
$1,905.39
Yield on Cost
19.05%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.35% |
| Median | +0.91% |
| Best | +20.13% |
| Worst | -21.56% |
| % of Windows Positive | 53.0% |
1-Year (252 Trading Days)
| Average | -1.87% |
| Median | -9.44% |
| Best | +71.81% |
| Worst | -41.61% |
| % of Windows Positive | 36.3% |
3-Year (756 Trading Days)
| Average | -1.57% |
| Median | -1.00% |
| Best | +18.32% |
| Worst | -26.25% |
| % of Windows Positive | 47.3% |
Risk Metrics
| Maximum Drawdown | -54.92% |
| Average Drawdown | -27.56% |
| Drawdown Duration | 1031 Trading Days (Unrecovered) |
| Sortino Ratio | 0.26 |
| Calmar Ratio | 0.02 |
| CVaR (5%) | -3.79% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -6.30% (-14.30% ann.) | $629.72 | $97.25 | $19.45 | $0.16 |
| 2025 | -9.23% | $923.18 | $341.33 | $68.27 | $0.55 |
| 2024 | +33.27% | +$3327.15 | $422.90 | $84.58 | $0.68 |
| 2023 | -6.37% | $637.32 | $371.97 | $74.39 | $0.60 |
| 2022 | -32.81% | $3280.83 | $266.02 | $53.20 | $0.43 |
| 2021 | +96.25% | +$9625.43 | $360.52 | $72.10 | $0.57 |
| 2020 | -0.61% | $60.75 | $390.23 | $78.05 | $0.63 |
| 2019 | +60.58% | +$6058.25 | $799.12 | $159.83 | $1.28 |
| 2018 | -3.44% | $343.68 | $729.73 | $145.95 | $1.17 |
| 2017 | +19.95% | +$1994.69 | $829.87 | $165.97 | $1.33 |
| 2016 | +27.74% | +$2773.68 | $993.77 | $198.75 | $1.59 |
| 2015 | -13.53% | $1352.86 | $797.32 | $159.48 | $1.28 |
| 2014 | +18.82% | +$1881.59 | $889.18 | $177.84 | $1.42 |
| 2013 partial | +1.20% (+3.17% ann.) | +$120.38 | $316.78 | $63.35 | $0.50 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Secular stagnation / QE / low inflation / duration bull partial | August 13, 2013 – February 19, 2020 | +186.16% | +17.50% | +$18616.08 | $6702.84 | $1340.58 | $10.73 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -50.36% | -99.97% | $5035.83 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +59.29% | +111.51% | +$5929.12 | $519.29 | $103.86 | $0.84 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +96.56% | +89.86% | +$9655.71 | $372.61 | $74.52 | $0.60 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -31.44% | -33.02% | $3144.01 | $271.91 | $54.38 | $0.43 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +24.20% | +12.40% | +$2419.90 | $623.89 | $124.78 | $1.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -18.04% | -11.01% | $1803.90 | $567.94 | $113.59 | $0.91 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2013-08-30 | $0.0530 | 0.65% |
| 2013-09-26 | $0.0530 | 0.64% |
| 2013-10-29 | $0.0530 | 0.61% |
| 2013-11-26 | $0.0530 | 0.62% |
| 2013-12-27 | $0.0530 | 0.63% |
| 2014-01-29 | $0.0600 | 0.72% |
| 2014-02-26 | $0.0600 | 0.71% |
| 2014-03-27 | $0.0600 | 0.69% |
| 2014-04-28 | $0.0600 | 0.67% |
| 2014-05-28 | $0.0600 | 0.66% |
| 2014-06-26 | $0.0600 | 0.65% |
| 2014-07-29 | $0.0600 | 0.61% |
| 2014-08-27 | $0.0600 | 0.58% |
| 2014-09-26 | $0.0600 | 0.63% |
| 2014-10-29 | $0.0600 | 0.63% |
| 2014-11-25 | $0.0600 | 0.63% |
| 2014-12-29 | $0.0600 | 0.65% |
| 2015-01-28 | $0.0600 | 0.62% |
| 2015-02-25 | $0.0600 | 0.64% |
| 2015-03-27 | $0.0600 | 0.64% |
| 2015-04-28 | $0.0600 | 0.64% |
| 2015-05-27 | $0.0600 | 0.69% |
| 2015-06-26 | $0.0600 | 0.75% |
| 2015-07-29 | $0.0600 | 0.81% |
| 2015-08-27 | $0.0600 | 0.82% |
| 2015-09-11 | $0.0340 | 0.48% |
| 2015-09-28 | $0.0260 | 0.34% |
| 2015-10-28 | $0.0600 | 0.79% |
| 2015-11-25 | $0.0600 | 0.79% |
| 2015-12-29 | $0.0600 | 0.78% |
| 2016-01-27 | $0.0600 | 0.86% |
| 2016-02-25 | $0.0600 | 0.94% |
| 2016-03-29 | $0.0600 | 0.90% |
| 2016-04-27 | $0.0600 | 0.83% |
| 2016-05-26 | $0.0600 | 0.78% |
| 2016-06-28 | $0.0600 | 0.80% |
| 2016-07-27 | $0.0600 | 0.67% |
| 2016-08-29 | $0.0600 | 0.64% |
| 2016-09-28 | $0.0600 | 0.61% |
| 2016-10-27 | $0.0600 | 0.67% |
| 2016-11-28 | $0.0600 | 0.67% |
| 2016-12-28 | $0.0600 | 0.68% |
| 2017-01-27 | $0.0600 | 0.65% |
| 2017-02-24 | $0.0600 | 0.65% |
| 2017-03-29 | $0.0600 | 0.64% |
| 2017-04-26 | $0.0600 | 0.63% |
| 2017-05-26 | $0.0600 | 0.62% |
| 2017-06-28 | $0.0600 | 0.61% |
| 2017-07-27 | $0.0600 | 0.60% |
| 2017-08-29 | $0.0600 | 0.59% |
| 2017-09-28 | $0.0600 | 0.59% |
| 2017-10-30 | $0.0600 | 0.57% |
| 2017-11-29 | $0.0600 | 0.58% |
| 2017-12-28 | $0.0600 | 0.59% |
| 2018-04-03 | $0.1800 | 1.97% |
| 2018-07-05 | $0.1800 | 1.75% |
| 2018-10-04 | $0.1800 | 1.76% |
| 2018-12-26 | $0.1800 | 1.99% |
| 2019-03-28 | $0.1800 | 1.66% |
| 2019-06-27 | $0.1800 | 1.57% |
| 2019-09-26 | $0.1800 | 1.25% |
| 2019-12-24 | $0.1800 | 1.29% |
| 2020-04-01 | $0.1800 | 2.01% |
| 2020-07-01 | $0.1200 | 1.04% |
| 2020-10-01 | $0.1200 | 1.04% |
| 2020-12-29 | $0.1200 | 0.88% |
| 2021-03-31 | $0.1200 | 0.77% |
| 2021-07-01 | $0.1200 | 0.66% |
| 2021-09-30 | $0.1200 | 0.57% |
| 2021-12-16 | $0.0990 | 0.40% |
| 2021-12-29 | $0.0210 | 0.09% |
| 2022-03-31 | $0.1200 | 0.45% |
| 2022-06-30 | $0.1400 | 0.67% |
| 2022-09-28 | $0.1400 | 0.85% |
| 2022-09-29 | $0.1400 | 0.82% |
| 2022-12-29 | $0.1400 | 0.84% |
| 2023-03-30 | $0.1400 | 0.89% |
| 2023-06-29 | $0.1600 | 0.89% |
| 2023-09-28 | $0.1600 | 1.14% |
| 2023-12-28 | $0.1600 | 1.03% |
| 2024-03-27 | $0.1600 | 1.01% |
| 2024-06-28 | $0.1600 | 0.87% |
| 2024-09-30 | $0.1600 | 0.78% |
| 2024-12-31 | $0.1600 | 0.81% |
| 2025-03-28 | $0.1600 | 0.76% |
| 2025-06-27 | $0.1700 | 0.95% |
| 2025-09-30 | $0.1700 | 1.04% |
| 2025-12-31 | $0.1700 | 0.96% |
| 2026-03-27 | $0.1700 | 1.13% |
| Total | 89 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 |
|---|---|---|---|---|
| 2021-07-01 | $68.18 | $13.63 | $0.11 | 2.9976 |
| 2021-09-30 | $68.54 | $13.71 | $0.11 | 2.6891 |
| 2021-12-16 | $56.81 | $11.36 | $0.09 | 1.8782 |
| 2021-12-29 | $12.09 | $2.42 | $0.02 | 0.3950 |
| 2022-03-31 | $69.14 | $13.83 | $0.11 | 2.0877 |
| 2022-06-30 | $80.95 | $16.19 | $0.13 | 3.1178 |
| 2022-09-28 | $81.39 | $16.28 | $0.13 | 3.8291 |
| 2022-09-29 | $81.92 | $16.38 | $0.13 | 4.0276 |
| 2022-12-29 | $82.49 | $16.50 | $0.13 | 3.8741 |
| 2023-03-30 | $83.03 | $16.61 | $0.13 | 4.2224 |
| 2023-06-29 | $95.57 | $19.11 | $0.15 | 4.1718 |
| 2023-09-28 | $96.24 | $19.25 | $0.15 | 5.4609 |
| 2023-12-28 | $97.11 | $19.42 | $0.15 | 4.9636 |
| 2024-03-27 | $97.90 | $19.58 | $0.16 | 4.8823 |
| 2024-06-28 | $98.68 | $19.74 | $0.16 | 4.2044 |
| 2024-09-30 | $99.36 | $19.87 | $0.16 | 3.8696 |
| 2024-12-31 | $99.98 | $19.99 | $0.16 | 4.0232 |
| 2025-03-28 | $100.62 | $20.12 | $0.16 | 3.8512 |
| 2025-06-27 | $107.56 | $21.51 | $0.17 | 4.8878 |
| 2025-09-30 | $108.39 | $21.68 | $0.17 | 5.2802 |
| 2025-12-31 | $109.29 | $21.86 | $0.18 | 4.9919 |
| 2026-03-27 | $110.14 | $22.03 | $0.18 | 5.9578 |
| Total | $1905.39 | $381.07 | $3.05 | 85.6634 |
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.