National Health Investors, Inc. (NHI) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$14,523
Total Return
45.23%
CAGR
7.75%
Dividends
$2,763.21
Yield on Cost
27.63%

Rolling Returns

1-Month (21 Trading Days)
Average+0.85%
Median+1.10%
Best+18.81%
Worst-21.95%
% of Windows Positive57.1%
1-Year (252 Trading Days)
Average+13.42%
Median+8.03%
Best+78.26%
Worst-27.17%
% of Windows Positive68.8%
3-Year (756 Trading Days)
Average+48.79%
Median+52.17%
Best+98.51%
Worst-5.75%
% of Windows Positive98.4%

Risk Metrics

Maximum Drawdown -30.04%
Average Drawdown -13.66%
Drawdown Duration 766 Trading Days
Sortino Ratio 0.63
Calmar Ratio 0.26
CVaR (5%) -3.26%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +12.23% (+49.97% ann.) +$1223.20 $120.47 $24.09 $0.19
2025 +14.54% +$1454.43 $533.10 $106.62 $0.85
2024 +29.28% +$2928.15 $655.09 $131.02 $1.05
2023 +12.91% +$1291.25 $703.99 $140.80 $1.13
2022 -4.45% $444.71 $637.90 $127.58 $1.02
2021 -12.79% $1279.16 $559.14 $111.83 $0.90
2020 -10.02% $1001.65 $554.37 $110.87 $0.89
2019 +12.44% +$1244.16 $564.88 $112.97 $0.90
2018 +4.68% +$467.89 $539.67 $107.93 $0.86
2017 +5.74% +$574.38 $520.12 $104.02 $0.83
2016 +26.72% +$2671.92 $600.45 $120.09 $0.96
2015 -9.18% $917.73 $493.61 $98.72 $0.79
2014 +29.70% +$2970.05 $557.49 $111.50 $0.89
2013 +3.50% +$349.62 $560.78 $112.16 $0.90
2012 +33.88% +$3387.89 $609.91 $121.98 $0.97
2011 +2.57% +$256.98 $613.97 $122.79 $0.98
2010 +27.31% +$2730.62 $649.53 $129.90 $1.04
2009 +43.27% +$4326.94 $859.92 $171.98 $1.38
2008 +4.85% +$484.87 $887.51 $177.50 $1.42
2007 -8.86% $886.45 $885.28 $177.06 $1.42
2006 +35.70% +$3570.36 $936.95 $187.39 $1.50
2005 -6.13% $612.65 $629.54 $125.91 $1.01
2004 +23.44% +$2344.37 $758.04 $151.61 $1.21
2003 +65.81% +$6580.64 $1088.86 $217.78 $1.74
2002 +16.72% +$1672.41 $972.31 $194.46 $1.57
2001 +105.36% +$10535.67 $610.18 $122.03 $0.98
2000 -45.85% $4584.87 $879.32 $175.87 $1.41
1999 -31.92% $3192.47 $1248.24 $249.64 $2.00
1998 -36.50% $3650.23 $724.64 $144.93 $1.16
1997 +17.37% +$1737.44 $799.77 $159.96 $1.28
1996 +22.15% +$2215.06 $879.64 $175.93 $1.41
1995 +36.24% +$3624.00 $1029.69 $205.94 $1.65
1994 +0.80% +$80.01 $879.64 $175.93 $1.41
1993 +29.18% +$2918.26 $973.67 $194.74 $1.55
1992 +2.21% +$220.75 $874.80 $174.96 $1.40
1991 partial +19.61% (+119.88% ann.) +$1960.74 $206.13 $41.23 $0.33

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Dot-com bubble / TMT mania August 9, 1995 – March 10, 2000 -40.74% -10.78% $4073.72 $5312.44 $1062.50 $8.51
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 +42.78% +14.84% +$4278.20 $2383.93 $476.78 $3.83
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +187.59% +23.54% +$18758.88 $7295.53 $1459.12 $11.67
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -24.91% -18.36% $2491.40 $1218.14 $243.63 $1.95
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +166.43% +33.68% +$16643.39 $3981.54 $796.30 $6.37
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +125.37% +11.34% +$12537.40 $5828.61 $1165.72 $9.32
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -59.14% -100.00% $5914.13 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +37.49% +66.90% +$3748.65 $785.64 $157.13 $1.26
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 -13.03% -12.41% $1303.27 $645.57 $129.11 $1.03
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 +9.76% +10.39% +$975.50 $701.90 $140.38 $1.12
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +61.04% +29.31% +$6103.57 $1140.10 $228.02 $1.82
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +6.63% +4.17% +$662.59 $768.91 $153.78 $1.23

Dividend History

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

Date Per Share Yield %
1991-12-24 $0.4200 1.91%
1992-03-25 $0.5000 2.15%
1992-06-24 $0.5000 2.12%
1992-10-26 $0.5200 2.11%
1992-12-24 $0.5250 2.30%
1993-03-25 $0.5300 1.88%
1993-06-24 $0.5350 1.88%
1993-09-24 $0.5400 1.97%
1993-12-27 $0.5700 2.04%
1994-03-25 $0.5700 1.97%
1994-06-24 $0.5700 2.00%
1994-09-26 $0.6200 2.14%
1994-12-23 $0.6200 2.32%
1995-03-27 $0.6200 2.37%
1995-05-16 $0.3500 1.28%
1995-06-28 $0.2700 1.01%
1995-09-27 $0.6700 2.21%
1995-12-27 $0.7000 2.10%
1996-03-27 $0.7000 2.07%
1996-06-26 $0.7000 2.06%
1996-09-25 $0.7000 2.06%
1996-12-26 $0.7400 1.98%
1997-03-25 $0.7400 1.93%
1997-06-25 $0.7400 1.87%
1997-09-25 $0.7400 1.87%
1997-12-26 $0.7400 1.75%
1998-03-26 $0.7400 1.82%
1998-06-25 $0.7400 2.16%
1998-09-25 $0.7400 2.31%
1998-12-28 $0.7400 2.74%
1999-03-26 $0.7400 3.02%
1999-06-25 $0.7400 3.15%
1999-09-27 $0.7400 3.84%
1999-12-28 $0.7400 4.47%
2000-03-28 $0.6400 5.02%
2000-06-27 $0.6400 5.54%
2001-12-26 $0.4500 2.91%
2002-03-26 $0.3500 2.35%
2002-06-25 $0.3500 2.14%
2002-09-26 $0.3500 2.30%
2002-12-27 $0.3500 2.14%
2003-03-27 $0.4000 2.55%
2003-06-26 $0.4000 2.17%
2003-09-26 $0.4000 1.84%
2003-12-26 $0.5000 1.95%
2004-03-29 $0.4250 1.42%
2004-06-28 $0.4250 1.56%
2004-09-28 $0.4250 1.51%
2004-12-29 $0.5750 1.91%
2005-03-29 $0.4500 1.74%
2005-06-28 $0.4500 1.60%
2005-09-28 $0.4500 1.66%
2005-12-28 $0.4500 1.69%
2006-03-29 $0.4800 1.84%
2006-06-28 $0.4800 1.85%
2006-09-27 $0.4800 1.68%
2006-12-26 $0.9300 2.81%
2007-03-28 $0.5000 1.65%
2007-06-27 $0.5000 1.52%
2007-09-26 $0.5000 1.55%
2007-12-27 $1.3500 4.41%
2008-03-27 $0.6300 1.91%
2008-06-26 $0.5500 1.85%
2008-09-26 $0.5500 1.64%
2008-12-29 $0.6900 2.53%
2009-03-27 $0.5500 2.01%
2009-06-26 $0.5500 2.05%
2009-09-28 $0.5500 1.70%
2009-12-29 $0.6500 1.74%
2010-03-29 $0.5750 1.49%
2010-06-28 $0.5750 1.45%
2010-09-28 $0.6050 1.35%
2010-12-29 $0.6050 1.32%
2011-03-29 $0.6150 1.30%
2011-06-28 $0.6150 1.38%
2011-09-28 $0.6150 1.40%
2011-12-28 $0.8700 1.91%
2012-03-28 $0.6500 1.32%
2012-06-27 $0.6500 1.28%
2012-09-26 $0.6700 1.28%
2012-12-27 $0.6700 1.19%
2013-01-08 $0.2200 0.37%
2013-03-26 $0.6950 1.06%
2013-06-26 $0.7350 1.26%
2013-09-26 $0.7350 1.27%
2013-12-27 $0.7350 1.27%
2014-03-27 $0.7700 1.28%
2014-06-26 $0.7700 1.22%
2014-09-26 $0.7700 1.31%
2014-12-29 $0.7700 1.10%
2015-03-27 $0.8500 1.19%
2015-06-26 $0.8500 1.35%
2015-09-28 $0.8500 1.45%
2015-12-29 $0.8500 1.36%
2016-03-29 $0.9000 1.37%
2016-06-28 $0.9000 1.22%
2016-09-28 $0.9000 1.13%
2016-12-28 $0.9000 1.23%
2017-03-29 $0.9500 1.34%
2017-06-28 $0.9500 1.20%
2017-09-28 $0.9500 1.23%
2017-12-28 $0.9500 1.24%
2018-03-28 $1.0000 1.51%
2018-06-28 $1.0000 1.34%
2018-09-27 $1.0000 1.35%
2018-12-28 $1.0000 1.31%
2019-03-28 $1.0500 1.32%
2019-06-27 $1.0500 1.36%
2019-09-27 $1.0500 1.25%
2019-12-30 $1.0500 1.27%
2020-03-30 $1.1030 2.03%
2020-06-29 $1.1030 1.87%
2020-09-29 $1.1030 1.78%
2020-12-30 $1.1030 1.56%
2021-03-30 $1.1030 1.48%
2021-06-29 $0.9000 1.32%
2021-09-29 $0.9000 1.64%
2021-12-30 $0.9000 1.56%
2022-03-30 $0.9000 1.48%
2022-06-29 $0.9000 1.46%
2022-09-29 $0.9000 1.57%
2022-12-29 $0.9000 1.71%
2023-03-30 $0.9000 1.78%
2023-06-29 $0.9000 1.71%
2023-09-28 $0.9000 1.77%
2023-12-28 $0.9000 1.57%
2024-03-27 $0.9000 1.46%
2024-06-28 $0.9000 1.33%
2024-09-27 $0.9000 1.07%
2024-12-31 $0.9000 1.31%
2025-03-31 $0.9000 1.20%
2025-06-30 $0.9000 1.27%
2025-09-30 $0.9200 1.17%
2025-12-31 $0.9200 1.19%
2026-03-31 $0.9200 1.12%
Total 135 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
2021-06-29 $122.30 $24.46 $0.20 1.4666
2021-09-29 $123.62 $24.72 $0.20 1.8281
2021-12-30 $125.26 $25.05 $0.20 1.7460
2022-03-30 $126.84 $25.37 $0.20 1.7031
2022-06-29 $128.37 $25.67 $0.21 1.6774
2022-09-29 $129.88 $25.98 $0.21 1.8748
2022-12-29 $131.57 $26.31 $0.21 2.0158
2023-03-30 $133.38 $26.68 $0.21 2.0963
2023-06-29 $135.27 $27.05 $0.22 2.0618
2023-09-28 $137.12 $27.42 $0.22 2.1441
2023-12-28 $139.05 $27.81 $0.22 1.9580
2024-03-27 $140.81 $28.16 $0.23 1.8186
2024-06-28 $142.45 $28.49 $0.23 1.6792
2024-09-27 $143.96 $28.79 $0.23 1.3850
2024-12-31 $145.21 $29.04 $0.23 1.6729
2025-03-31 $146.71 $29.34 $0.23 1.5859
2025-06-30 $148.14 $29.63 $0.24 1.6868
2025-09-30 $152.99 $30.60 $0.24 1.5364
2025-12-31 $154.40 $30.88 $0.25 1.6141
2026-03-31 $155.88 $31.18 $0.25 1.5392
Total $2763.21 $552.64 $4.42 35.0900

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.

BMRC

CAGR 7.68% Total 600.02% Final $70,002
1999-12-23 — 2026-04-14
INSW

CAGR 28.98% Total 996.09% Final $109,609
2016-11-16 — 2026-04-14
SFBS

CAGR 16.67% Total 527.90% Final $62,790
2014-05-14 — 2026-04-14