Sila Realty Trust, Inc. (SILA) Stock Total Returns

Growth of $10,000 chart

2024-06-13 to 2026-06-03
to
$
%
%
Loading chart…

Investment Performance

Final Value
$14,747
Total Return
47.47%
CAGR
21.78%
Dividends
$1,476.96
Yield on Cost
14.77%

Rolling Returns

1-Month (21 Trading Days)
Average+2.21%
Median+0.57%
Best+31.40%
Worst-11.13%
% of Windows Positive57.5%
1-Year (252 Trading Days)
Average+7.65%
Median+5.65%
Best+30.89%
Worst-9.40%
% of Windows Positive74.0%
3-Year (756 Trading Days)

Risk Metrics

Maximum Drawdown -15.76%
Average Drawdown -5.91%
Drawdown Duration 219 Trading Days
Sortino Ratio 1.43
Calmar Ratio 1.38
CVaR (5%) -3.30%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +32.81% (+96.00% ann.) +$3280.82 $345.44 $69.09 $0.55
2025 +0.93% +$92.95 $670.52 $134.10 $1.07
2024 partial +10.02% (+18.95% ann.) +$1001.85 $355.68 $71.15 $0.57

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Disinflation rebound / AI-led narrow bull / higher-for-longer partial June 13, 2024 – September 17, 2024 +11.61% +51.90% +$1161.37 $176.64 $35.33 $0.27
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – June 3, 2026 +32.55% +17.96% +$3255.13 $1168.76 $233.77 $1.88

Dividend History

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

Date Per Share Yield %
2024-07-01 $0.1330 0.63%
2024-07-31 $0.1330 0.56%
2024-08-30 $0.1330 0.56%
2024-09-30 $0.1330 0.52%
2024-10-31 $0.1330 0.52%
2024-11-29 $0.1330 0.51%
2025-03-12 $0.4000 1.57%
2025-05-21 $0.4000 1.53%
2025-08-21 $0.4000 1.59%
2025-11-20 $0.4000 1.68%
2026-03-06 $0.4000 1.60%
2026-05-20 $0.4000 1.31%
Total 12 payments

Portfolio Dividend Returns

Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2024-06-13 to 2026-06-03. Change
Date Total Yield Tax Trans. Cost Shares Bought
2024-07-01 $58.59 $11.72 $0.09 2.2686
2024-07-31 $58.89 $11.78 $0.09 2.0145
2024-08-30 $59.16 $11.83 $0.09 2.0006
2024-09-30 $59.43 $11.89 $0.10 1.8761
2024-10-31 $59.68 $11.94 $0.10 1.8922
2024-11-29 $59.93 $11.99 $0.10 1.7980
2025-03-12 $180.95 $36.19 $0.29 5.6856
2025-05-21 $183.23 $36.65 $0.29 5.8632
2025-08-21 $185.57 $37.11 $0.30 5.9598
2025-11-20 $187.95 $37.59 $0.30 6.4794
2026-03-06 $190.55 $38.11 $0.30 6.2095
2026-05-20 $193.03 $38.61 $0.31 5.0947
Total $1476.96 $295.41 $2.36 47.1422

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.

JOE

CAGR 5.70% Total 644.60% Final $74,460
1990-03-23 — 2026-06-03
SKYH

CAGR -1.60% Total -8.48% Final $9,152
2020-12-08 — 2026-06-03
BWA

CAGR 11.74% Total 3711.02% Final $381,102
1993-08-13 — 2026-06-03