Ventas, Inc. (VTR) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$17,907
Total Return
79.07%
CAGR
12.36%
Dividends
$1,805.99
Yield on Cost
18.06%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.24% |
| Median | +1.01% |
| Best | +24.22% |
| Worst | -26.08% |
| % of Windows Positive | 56.0% |
1-Year (252 Trading Days)
| Average | +12.76% |
| Median | +10.58% |
| Best | +70.15% |
| Worst | -32.85% |
| % of Windows Positive | 64.0% |
3-Year (756 Trading Days)
| Average | +42.31% |
| Median | +31.37% |
| Best | +123.20% |
| Worst | -16.22% |
| % of Windows Positive | 86.4% |
Risk Metrics
| Maximum Drawdown | -42.13% |
| Average Drawdown | -13.42% |
| Drawdown Duration | 592 Trading Days |
| Sortino Ratio | 0.86 |
| Calmar Ratio | 0.29 |
| CVaR (5%) | -3.56% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +10.85% (+43.57% ann.) | +$1084.68 | $67.20 | $13.44 | $0.11 |
| 2025 | +34.32% | +$3432.15 | $328.84 | $65.77 | $0.53 |
| 2024 | +21.39% | +$2138.51 | $365.19 | $73.04 | $0.59 |
| 2023 | +14.17% | +$1417.31 | $404.44 | $80.89 | $0.65 |
| 2022 | -9.23% | $922.56 | $355.68 | $71.14 | $0.57 |
| 2021 | +7.04% | +$703.81 | $370.67 | $74.13 | $0.59 |
| 2020 | -10.81% | $1080.77 | $378.93 | $75.79 | $0.61 |
| 2019 | +2.43% | +$243.08 | $549.15 | $109.83 | $0.88 |
| 2018 | +2.22% | +$222.45 | $536.64 | $107.33 | $0.86 |
| 2017 | -0.28% | $27.85 | $505.36 | $101.07 | $0.81 |
| 2016 | +15.05% | +$1504.97 | $533.09 | $106.62 | $0.85 |
| 2015 | -28.29% | $2828.75 | $404.05 | $80.81 | $0.65 |
| 2014 | +29.75% | +$2974.90 | $524.91 | $104.98 | $0.84 |
| 2013 | -8.43% | $842.79 | $427.61 | $85.52 | $0.68 |
| 2012 | +21.30% | +$2130.49 | $455.67 | $91.14 | $0.73 |
| 2011 | +8.81% | +$880.93 | $444.20 | $88.84 | $0.71 |
| 2010 | +24.30% | +$2430.22 | $496.01 | $99.20 | $0.79 |
| 2009 | +37.12% | +$3712.02 | $625.31 | $125.06 | $1.00 |
| 2008 | -22.68% | $2268.07 | $459.92 | $91.98 | $0.74 |
| 2007 | +10.97% | +$1096.98 | $455.34 | $91.07 | $0.73 |
| 2006 | +36.96% | +$3696.00 | $500.73 | $100.15 | $0.80 |
| 2005 | +21.53% | +$2152.78 | $533.71 | $106.75 | $0.86 |
| 2004 | +29.68% | +$2968.04 | $600.15 | $120.02 | $0.96 |
| 2003 | +102.98% | +$10297.63 | $959.11 | $191.82 | $1.53 |
| 2002 | +5.79% | +$579.28 | $846.69 | $169.34 | $1.35 |
| 2001 | +119.25% | +$11925.15 | $1683.05 | $336.60 | $2.68 |
| 2000 | +54.24% | +$5423.70 | $2242.61 | $448.50 | $3.59 |
| 1999 | -64.68% | $6467.94 | $319.99 | $63.99 | $0.51 |
| 1998 | -0.26% | $25.58 | $0.00 | $0.00 | $0.00 |
| 1997 partial | -43.00% (-57.50% ann.) | $4300.29 | $0.00 | $0.00 | $0.00 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania partial | May 5, 1997 – March 10, 2000 | -84.71% | -48.30% | $8471.50 | $181.92 | $36.38 | $0.29 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +384.30% | +84.59% | +$38429.57 | $8648.24 | $1729.60 | $13.78 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +333.87% | +34.14% | +$33387.00 | $6254.12 | $1250.82 | $10.03 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -47.83% | -36.90% | $4782.63 | $576.26 | $115.25 | $0.92 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +202.66% | +38.83% | +$20265.72 | $3356.39 | $671.28 | $5.36 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +4.86% | +0.63% | +$485.86 | $3600.74 | $720.15 | $5.76 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -63.14% | -100.00% | $6314.10 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +60.80% | +114.74% | +$6079.92 | $668.79 | $133.76 | $1.07 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +7.69% | +7.28% | +$769.00 | $388.23 | $77.65 | $0.62 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -8.43% | -8.93% | $843.08 | $387.46 | $77.49 | $0.62 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +51.70% | +25.21% | +$5169.94 | $719.26 | $143.85 | $1.15 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +38.16% | +22.88% | +$3816.07 | $529.46 | $105.89 | $0.85 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1999-01-27 | $0.4454 | 3.28% |
| 2000-09-14 | $0.7080 | 11.02% |
| 2000-12-27 | $0.3312 | 5.52% |
| 2001-04-30 | $0.2512 | 2.42% |
| 2001-07-11 | $0.2512 | 2.10% |
| 2001-09-19 | $0.2512 | 2.10% |
| 2001-12-12 | $0.2969 | 2.13% |
| 2002-02-20 | $0.2718 | 1.97% |
| 2002-05-22 | $0.2718 | 1.82% |
| 2002-08-22 | $0.2718 | 1.79% |
| 2002-12-13 | $0.2718 | 2.02% |
| 2003-02-28 | $0.3060 | 2.22% |
| 2003-05-29 | $0.3060 | 1.85% |
| 2003-08-28 | $0.3060 | 1.58% |
| 2003-12-30 | $0.3060 | 1.19% |
| 2004-03-11 | $0.3711 | 1.24% |
| 2004-06-03 | $0.3711 | 1.38% |
| 2004-09-16 | $0.3711 | 1.22% |
| 2004-12-30 | $0.3711 | 1.17% |
| 2005-03-22 | $0.4111 | 1.35% |
| 2005-06-02 | $0.4111 | 1.25% |
| 2005-09-16 | $0.4111 | 1.15% |
| 2005-12-29 | $0.4111 | 1.11% |
| 2006-03-03 | $0.4511 | 1.29% |
| 2006-06-05 | $0.4511 | 1.20% |
| 2006-09-14 | $0.4511 | 1.00% |
| 2006-12-28 | $0.4511 | 0.95% |
| 2007-03-16 | $0.5424 | 1.09% |
| 2007-06-14 | $0.5424 | 1.23% |
| 2007-09-13 | $0.5424 | 1.22% |
| 2007-12-05 | $0.5424 | 1.12% |
| 2008-03-04 | $0.5858 | 1.21% |
| 2008-06-02 | $0.5858 | 1.08% |
| 2008-09-17 | $0.5858 | 1.13% |
| 2008-12-17 | $0.5858 | 1.72% |
| 2009-03-16 | $0.5858 | 2.00% |
| 2009-06-05 | $0.5858 | 1.60% |
| 2009-09-09 | $0.5858 | 1.35% |
| 2009-12-14 | $0.5858 | 1.17% |
| 2010-03-10 | $0.6109 | 1.17% |
| 2010-06-09 | $0.6109 | 1.16% |
| 2010-09-15 | $0.6109 | 1.01% |
| 2010-12-15 | $0.6109 | 1.08% |
| 2011-03-09 | $0.6566 | 1.08% |
| 2011-06-08 | $0.6566 | 1.07% |
| 2011-07-05 | $0.1439 | 0.23% |
| 2011-09-09 | $0.5127 | 0.84% |
| 2011-12-13 | $0.6566 | 1.11% |
| 2012-03-07 | $0.7080 | 1.10% |
| 2012-06-06 | $0.7080 | 1.09% |
| 2012-09-07 | $0.7080 | 0.93% |
| 2012-12-13 | $0.7080 | 0.95% |
| 2013-03-06 | $0.7651 | 0.93% |
| 2013-06-03 | $0.7651 | 0.94% |
| 2013-09-11 | $0.7651 | 1.09% |
| 2013-12-12 | $0.8279 | 1.29% |
| 2014-03-05 | $0.8279 | 1.14% |
| 2014-06-04 | $0.8279 | 1.12% |
| 2014-09-10 | $0.8279 | 1.12% |
| 2014-12-18 | $0.9021 | 1.08% |
| 2015-01-20 | $0.2409 | 0.27% |
| 2015-03-04 | $0.6612 | 0.78% |
| 2015-06-03 | $0.9021 | 1.18% |
| 2015-09-11 | $0.7300 | 1.38% |
| 2015-12-17 | $0.7300 | 1.31% |
| 2016-03-03 | $0.7300 | 1.25% |
| 2016-06-02 | $0.7300 | 1.10% |
| 2016-09-13 | $0.7300 | 1.05% |
| 2016-12-16 | $0.7750 | 1.29% |
| 2017-03-03 | $0.7750 | 1.19% |
| 2017-06-02 | $0.7750 | 1.16% |
| 2017-09-11 | $0.7750 | 1.12% |
| 2017-12-29 | $0.7900 | 1.31% |
| 2018-03-29 | $0.7900 | 1.57% |
| 2018-06-29 | $0.7900 | 1.38% |
| 2018-09-28 | $0.7900 | 1.46% |
| 2018-12-31 | $0.7930 | 1.34% |
| 2019-03-29 | $0.7930 | 1.22% |
| 2019-06-28 | $0.7930 | 1.14% |
| 2019-09-30 | $0.7930 | 1.08% |
| 2019-12-31 | $0.7930 | 1.37% |
| 2020-03-31 | $0.7930 | 2.75% |
| 2020-06-30 | $0.4500 | 1.23% |
| 2020-09-30 | $0.4500 | 1.06% |
| 2020-12-31 | $0.4500 | 0.92% |
| 2021-03-31 | $0.4500 | 0.82% |
| 2021-06-30 | $0.4500 | 0.78% |
| 2021-09-30 | $0.4500 | 0.80% |
| 2021-12-31 | $0.4500 | 0.88% |
| 2022-03-31 | $0.4500 | 0.72% |
| 2022-06-30 | $0.4500 | 0.87% |
| 2022-09-30 | $0.4500 | 1.13% |
| 2022-12-30 | $0.4500 | 0.99% |
| 2023-03-31 | $0.4500 | 1.01% |
| 2023-06-30 | $0.4500 | 0.94% |
| 2023-09-29 | $0.4500 | 1.07% |
| 2023-12-29 | $0.4500 | 0.88% |
| 2024-03-28 | $0.4500 | 1.03% |
| 2024-07-01 | $0.4500 | 0.88% |
| 2024-10-01 | $0.4500 | 0.70% |
| 2024-12-31 | $0.4500 | 0.77% |
| 2025-03-31 | $0.4800 | 0.70% |
| 2025-06-30 | $0.4800 | 0.76% |
| 2025-09-30 | $0.4800 | 0.69% |
| 2025-12-31 | $0.4800 | 0.61% |
| 2026-03-31 | $0.5200 | 0.64% |
| Total | 106 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 |
|---|---|---|---|---|
| 2021-06-30 | $82.51 | $16.50 | $0.13 | 1.1537 |
| 2021-09-30 | $83.03 | $16.61 | $0.13 | 1.2007 |
| 2021-12-31 | $83.57 | $16.71 | $0.13 | 1.3052 |
| 2022-03-31 | $84.15 | $16.83 | $0.14 | 1.0879 |
| 2022-06-30 | $84.64 | $16.93 | $0.14 | 1.3140 |
| 2022-09-30 | $85.24 | $17.05 | $0.14 | 1.6941 |
| 2022-12-30 | $86.00 | $17.20 | $0.14 | 1.5241 |
| 2023-03-31 | $86.68 | $17.34 | $0.14 | 1.5965 |
| 2023-06-30 | $87.40 | $17.48 | $0.14 | 1.4762 |
| 2023-09-29 | $88.07 | $17.61 | $0.14 | 1.6689 |
| 2023-12-29 | $88.82 | $17.76 | $0.14 | 1.4228 |
| 2024-03-28 | $89.46 | $17.89 | $0.14 | 1.6404 |
| 2024-07-01 | $90.20 | $18.04 | $0.14 | 1.4153 |
| 2024-10-01 | $90.83 | $18.17 | $0.14 | 1.1351 |
| 2024-12-31 | $91.34 | $18.27 | $0.15 | 1.2384 |
| 2025-03-31 | $98.03 | $19.61 | $0.16 | 1.1382 |
| 2025-06-30 | $98.57 | $19.71 | $0.16 | 1.2463 |
| 2025-09-30 | $99.17 | $19.83 | $0.16 | 1.1313 |
| 2025-12-31 | $99.71 | $19.94 | $0.16 | 1.0289 |
| 2026-03-31 | $108.56 | $21.71 | $0.17 | 1.0598 |
| Total | $1805.99 | $361.20 | $2.89 | 26.4779 |
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.