Seven Hills Realty Trust (SEVN) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$10,236
Total Return
2.36%
CAGR
0.47%
Dividends
$5,684.86
Yield on Cost
56.85%

Rolling Returns

1-Month (21 Trading Days)
Average+0.20%
Median-0.29%
Best+28.97%
Worst-19.11%
% of Windows Positive48.0%
1-Year (252 Trading Days)
Average+8.28%
Median+4.10%
Best+69.14%
Worst-31.54%
% of Windows Positive56.7%
3-Year (756 Trading Days)
Average+39.99%
Median+39.55%
Best+77.00%
Worst-1.39%
% of Windows Positive99.8%

Risk Metrics

Maximum Drawdown -35.79%
Average Drawdown -11.08%
Drawdown Duration 372 Trading Days (Unrecovered)
Sortino Ratio 0.21
Calmar Ratio 0.01
CVaR (5%) -3.75%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -2.27% (-7.74% ann.) $226.80 $314.61 $62.92 $0.51
2025 -25.79% $2579.23 $992.91 $198.58 $1.58
2024 +9.89% +$989.06 $1117.03 $223.41 $1.79
2023 +58.00% +$5799.89 $1601.20 $320.24 $2.56
2022 -5.54% $553.70 $990.35 $198.07 $1.58
2021 +1.38% +$137.68 $430.36 $86.07 $0.69
2020 -44.67% $4467.46 $317.99 $63.61 $0.50
2019 +41.49% +$4148.59 $894.48 $178.90 $1.43
2018 -16.02% $1602.37 $707.36 $141.48 $1.14
2017 +2.09% +$209.01 $670.52 $134.10 $1.07
2016 +11.79% +$1178.65 $698.49 $139.70 $1.12
2015 -2.17% $216.84 $646.77 $129.36 $1.03
2014 +29.97% +$2996.88 $797.17 $159.44 $1.27
2013 -1.80% $179.56 $733.72 $146.76 $1.17
2012 +36.55% +$3654.71 $771.05 $154.23 $1.25
2011 -22.11% $2211.18 $218.84 $43.76 $0.35
2010 +14.64% +$1464.33 $692.64 $138.52 $1.10
2009 +78.45% +$7844.92 $414.72 $82.95 $0.66
2008 -62.06% $6206.49 $0.00 $0.00 $0.00
2007 -8.16% $815.66 $2655.34 $531.06 $4.25
2006 partial +17.05% (+30.34% ann.) +$1705.00 $0.00 $0.00 $0.00

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
China-WTO / housing-credit / commodity boom partial May 26, 2006 – October 9, 2007 +32.39% +22.70% +$3238.90 $760.00 $152.00 $1.22
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -78.56% -66.38% $7855.67 $1780.00 $356.00 $2.85
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +170.78% +34.32% +$17077.53 $3545.04 $709.02 $5.66
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +101.24% +9.68% +$10124.05 $7066.38 $1413.30 $11.30
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -68.41% -100.00% $6841.10 $146.99 $29.40 $0.23
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +0.92% +1.49% +$92.48 $279.45 $55.90 $0.43
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +43.86% +41.20% +$4386.21 $747.54 $149.51 $1.18
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -3.97% -4.21% $396.55 $998.04 $199.61 $1.59
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +74.50% +35.04% +$7450.23 $2823.89 $564.78 $4.52
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 -29.84% -20.22% $2984.37 $1439.94 $287.99 $2.30

Dividend History

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

Date Per Share Yield %
2007-08-30 $2.1944 6.39%
2007-12-26 $6.4244 20.01%
2009-12-29 $0.3850 2.34%
2010-08-26 $0.3946 2.46%
2010-12-15 $0.7170 4.05%
2011-08-25 $0.3282 2.07%
2011-12-21 $0.0577 0.42%
2012-03-15 $0.2021 1.34%
2012-06-11 $0.2406 1.57%
2012-09-18 $0.2791 1.60%
2012-12-20 $0.2984 1.72%
2013-03-14 $0.3080 1.55%
2013-06-13 $0.3176 1.62%
2013-09-18 $0.3176 1.88%
2013-12-19 $0.3176 1.96%
2014-03-19 $0.3176 1.76%
2014-06-18 $0.3176 1.69%
2014-09-17 $0.3176 1.70%
2014-12-17 $0.3176 1.62%
2015-03-18 $0.3176 1.57%
2015-06-17 $0.3176 1.70%
2015-09-16 $0.3176 1.85%
2015-12-17 $0.3176 1.76%
2016-03-17 $0.3176 1.74%
2016-06-16 $0.3176 1.61%
2016-09-20 $0.3176 1.55%
2016-12-20 $0.3176 1.62%
2017-03-20 $0.3176 1.60%
2017-06-20 $0.3176 1.49%
2017-09-06 $0.3300 1.61%
2017-12-20 $0.3300 1.71%
2018-03-16 $0.3300 1.94%
2018-06-20 $0.3300 1.83%
2018-09-19 $0.3300 1.77%
2018-12-20 $0.3300 2.02%
2019-03-20 $0.3300 1.81%
2019-06-20 $0.3300 1.72%
2019-09-20 $0.3300 1.61%
2019-12-20 $0.3300 1.65%
2020-03-20 $0.3300 4.42%
2020-06-19 $0.1000 0.79%
2020-09-21 $0.1000 1.01%
2020-12-21 $0.1000 1.08%
2021-04-23 $0.1500 1.19%
2021-07-23 $0.1500 1.32%
2021-09-03 $0.1500 1.35%
2022-01-21 $0.2500 2.19%
2022-04-22 $0.2500 2.24%
2022-07-22 $0.2500 2.27%
2022-10-21 $0.2500 2.63%
2023-01-20 $0.3500 3.07%
2023-04-21 $0.3500 3.21%
2023-07-21 $0.3500 3.16%
2023-10-20 $0.3500 3.18%
2024-01-19 $0.3500 2.53%
2024-04-19 $0.3500 2.75%
2024-07-22 $0.3500 2.53%
2024-10-28 $0.3500 2.45%
2025-01-27 $0.3500 2.52%
2025-04-22 $0.3500 2.90%
2025-07-21 $0.2800 2.48%
2025-10-27 $0.2800 2.57%
2026-01-26 $0.2800 3.07%
Total 63 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
2021-04-23 $120.58 $24.11 $0.19 7.6466
2021-07-23 $121.73 $24.35 $0.19 8.6081
2021-09-03 $123.01 $24.60 $0.19 8.9451
2022-01-21 $207.26 $41.45 $0.33 15.3364
2022-04-22 $211.10 $42.22 $0.34 15.3919
2022-07-22 $214.95 $42.99 $0.35 16.0087
2022-10-21 $218.94 $43.79 $0.35 18.4983
2023-01-20 $313.00 $62.61 $0.50 22.6565
2023-04-21 $320.93 $64.19 $0.51 24.4264
2023-07-21 $329.48 $65.89 $0.53 24.9818
2023-10-20 $338.22 $67.64 $0.54 26.2174
2024-01-19 $347.40 $69.48 $0.55 20.6681
2024-04-19 $354.63 $70.93 $0.57 22.8155
2024-07-22 $362.62 $72.52 $0.58 21.2411
2024-10-28 $370.05 $74.01 $0.59 21.7724
2025-01-27 $377.67 $75.53 $0.60 22.3030
2025-04-22 $385.49 $77.10 $0.61 26.6236
2025-07-21 $315.84 $63.17 $0.50 23.4792
2025-10-27 $322.41 $64.48 $0.52 25.3611
2026-01-26 $329.52 $65.90 $0.53 30.2744
Total $5684.86 $1136.97 $9.09 403.2557

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.

MVBF

CAGR 7.19% Total 158.68% Final $25,868
2012-08-03 — 2026-04-14
VFC

CAGR 11.41% Total 14443.31% Final $1,454,331
1980-03-17 — 2026-04-14
DERM

CAGR -13.33% Total -46.87% Final $5,313
2021-11-12 — 2026-04-14