Sunstone Hotel Investors, Inc. (SHO) Stock Total Returns

Growth of $10,000 chart

2021-06-03 to 2026-06-03
to
$
%
%
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Investment Performance

Final Value
$9,610
Total Return
-3.90%
CAGR
-0.79%
Dividends
$970.01
Yield on Cost
9.70%

Rolling Returns

1-Month (21 Trading Days)
Average+0.09%
Median+0.14%
Best+23.41%
Worst-23.82%
% of Windows Positive50.7%
1-Year (252 Trading Days)
Average-2.94%
Median-5.55%
Best+32.55%
Worst-27.64%
% of Windows Positive38.1%
3-Year (756 Trading Days)
Average-5.43%
Median-6.26%
Best+21.44%
Worst-30.11%
% of Windows Positive29.7%

Risk Metrics

Maximum Drawdown -38.28%
Average Drawdown -19.79%
Drawdown Duration 1251 Trading Days (Unrecovered)
Sortino Ratio 0.18
Calmar Ratio -0.02
CVaR (5%) -4.30%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +26.17% (+73.54% ann.) +$2616.61 $100.67 $20.13 $0.16
2025 -22.08% $2207.72 $307.65 $61.53 $0.49
2024 +13.12% +$1312.06 $319.88 $63.97 $0.51
2023 +13.72% +$1372.45 $313.28 $62.66 $0.51
2022 -16.96% $1695.74 $85.43 $17.09 $0.14
2021 +3.53% +$353.05 $0.00 $0.00 $0.00
2020 -18.23% $1823.16 $35.92 $7.19 $0.05
2019 +11.56% +$1156.32 $573.03 $114.60 $0.92
2018 -18.07% $1807.29 $420.11 $84.02 $0.68
2017 +12.23% +$1223.49 $481.83 $96.37 $0.78
2016 +26.70% +$2670.35 $548.87 $109.77 $0.87
2015 -17.67% $1766.62 $860.49 $172.09 $1.39
2014 +26.37% +$2636.83 $383.19 $76.64 $0.62
2013 +25.88% +$2587.56 $93.51 $18.70 $0.14
2012 +31.41% +$3141.10 $0.00 $0.00 $0.00
2011 -21.10% $2110.36 $0.00 $0.00 $0.00
2010 +16.33% +$1632.89 $0.00 $0.00 $0.00
2009 +43.46% +$4345.71 $0.00 $0.00 $0.00
2008 -59.00% $5899.74 $1246.71 $249.34 $2.00
2007 -28.55% $2854.72 $497.22 $99.44 $0.80
2006 +4.08% +$408.00 $464.94 $92.99 $0.74
2005 +32.88% +$3288.21 $564.41 $112.88 $0.90
2004 partial +23.61% (+197.58% ann.) +$2361.29 $167.65 $33.53 $0.27

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
China-WTO / housing-credit / commodity boom partial October 21, 2004 – October 9, 2007 +80.41% +22.02% +$8041.38 $2248.80 $449.75 $3.59
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -90.43% -81.01% $9043.20 $950.97 $190.20 $1.52
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +271.76% +47.55% +$27175.58 $0.00 $0.00 $0.00
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +74.76% +7.66% +$7476.20 $5641.20 $1128.21 $9.05
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -40.15% -99.71% $4015.27 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 -2.36% -3.77% $236.07 $61.05 $12.21 $0.09
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +14.60% +13.81% +$1460.45 $0.00 $0.00 $0.00
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -7.89% -8.36% $789.22 $46.00 $9.20 $0.08
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +0.14% +0.08% +$14.38 $484.89 $96.98 $0.79
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – June 3, 2026 +14.27% +8.13% +$1426.68 $623.78 $124.75 $0.99

Dividend History

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

Date Per Share Yield %
2004-12-29 $0.2850 1.37%
2005-03-29 $0.2850 1.33%
2005-06-28 $0.2850 1.16%
2005-09-28 $0.2850 1.18%
2005-12-28 $0.3000 1.10%
2006-03-29 $0.3000 1.04%
2006-06-28 $0.3000 1.02%
2006-09-27 $0.3000 1.02%
2006-12-27 $0.3200 1.22%
2007-03-28 $0.3200 1.19%
2007-06-27 $0.3200 1.14%
2007-09-26 $0.3200 1.22%
2007-12-27 $0.3500 1.79%
2008-03-27 $0.3500 2.04%
2008-06-26 $0.3500 1.99%
2008-09-26 $0.3500 2.51%
2008-12-17 $1.1500 17.16%
2013-09-26 $0.0500 0.39%
2013-12-27 $0.0500 0.37%
2014-03-27 $0.0500 0.37%
2014-06-26 $0.0500 0.34%
2014-09-26 $0.0500 0.36%
2014-12-29 $0.3600 2.10%
2015-03-27 $0.0500 0.31%
2015-06-26 $0.0500 0.33%
2015-09-28 $0.0500 0.37%
2015-12-29 $1.2600 9.13%
2016-03-29 $0.0500 0.38%
2016-06-28 $0.0500 0.44%
2016-09-28 $0.0500 0.40%
2016-12-28 $0.5300 3.39%
2017-03-29 $0.0500 0.34%
2017-06-28 $0.0500 0.30%
2017-09-28 $0.0500 0.31%
2017-12-28 $0.5800 3.39%
2018-03-28 $0.0500 0.34%
2018-06-28 $0.0500 0.30%
2018-09-27 $0.0500 0.31%
2018-12-28 $0.5400 4.03%
2019-03-28 $0.0500 0.35%
2019-06-27 $0.0500 0.38%
2019-09-27 $0.0500 0.37%
2019-12-30 $0.5900 4.11%
2020-03-30 $0.0500 0.57%
2022-09-29 $0.0500 0.50%
2022-12-29 $0.0500 0.53%
2023-03-30 $0.0500 0.53%
2023-06-29 $0.0500 0.51%
2023-09-28 $0.0700 0.75%
2023-12-28 $0.1300 1.18%
2024-03-27 $0.0700 0.64%
2024-06-28 $0.0900 0.87%
2024-09-30 $0.0900 0.85%
2024-12-31 $0.0900 0.76%
2025-03-31 $0.0900 0.95%
2025-06-30 $0.0900 1.01%
2025-09-30 $0.0900 0.94%
2025-12-31 $0.0900 0.99%
2026-03-31 $0.0900 1.00%
Total 59 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
2022-09-29 $39.00 $7.80 $0.07 3.2951
2022-12-29 $39.17 $7.83 $0.07 3.2371
2023-03-30 $39.33 $7.87 $0.07 3.3227
2023-06-29 $39.49 $7.90 $0.07 3.1313
2023-09-28 $55.51 $11.10 $0.09 4.6653
2023-12-28 $103.70 $20.74 $0.17 7.6307
2024-03-27 $56.37 $11.28 $0.09 4.0438
2024-06-28 $72.84 $14.57 $0.12 5.5600
2024-09-30 $73.34 $14.67 $0.12 5.6741
2024-12-31 $73.85 $14.77 $0.12 4.9801
2025-03-31 $74.30 $14.86 $0.12 6.3042
2025-06-30 $74.87 $14.98 $0.12 6.8865
2025-09-30 $75.49 $15.10 $0.12 6.4322
2025-12-31 $76.07 $15.21 $0.12 6.7933
2026-03-31 $76.68 $15.33 $0.12 6.7947
Total $970.01 $194.00 $1.56 78.7511

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.

FOXA

CAGR 8.72% Total 83.04% Final $18,304
2019-03-12 — 2026-06-03
PECO

CAGR 47.47% Total 673.75% Final $77,375
2021-02-25 — 2026-06-03
AGX

CAGR 17.08% Total 12444.44% Final $1,254,444
1995-10-13 — 2026-06-03