AH REALTY TRUST INC (AHRT) Stock Total Returns
Growth of $10,000 chart
2021-04-21 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$5,824
Total Return
-41.76%
CAGR
-10.25%
Dividends
$2,884.46
Yield on Cost
28.84%
Rolling Returns
1-Month (21 Trading Days)
| Average | -0.72% |
| Median | -0.44% |
| Best | +22.73% |
| Worst | -27.37% |
| % of Windows Positive | 47.9% |
1-Year (252 Trading Days)
| Average | -10.73% |
| Median | -8.79% |
| Best | +19.73% |
| Worst | -41.99% |
| % of Windows Positive | 26.4% |
3-Year (756 Trading Days)
| Average | -23.85% |
| Median | -29.80% |
| Best | +9.90% |
| Worst | -49.31% |
| % of Windows Positive | 11.8% |
Risk Metrics
| Maximum Drawdown | -58.09% |
| Average Drawdown | -23.17% |
| Drawdown Duration | 1076 Trading Days (Unrecovered) |
| Sortino Ratio | -0.35 |
| Calmar Ratio | -0.18 |
| CVaR (5%) | -4.10% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -7.00% (-21.25% ann.) | $700.22 | $211.48 | $42.29 | $0.34 |
| 2025 | -31.04% | $3104.20 | $560.28 | $112.06 | $0.90 |
| 2024 | -12.11% | $1211.18 | $678.42 | $135.69 | $1.08 |
| 2023 | +13.51% | +$1350.53 | $687.93 | $137.58 | $1.10 |
| 2022 | -20.78% | $2077.60 | $480.91 | $96.18 | $0.77 |
| 2021 | +40.80% | +$4080.10 | $578.81 | $115.77 | $0.93 |
| 2020 | -36.51% | $3651.49 | $242.81 | $48.56 | $0.39 |
| 2019 | +35.76% | +$3575.66 | $606.85 | $121.37 | $0.97 |
| 2018 | -5.29% | $529.43 | $523.97 | $104.79 | $0.84 |
| 2017 | +11.31% | +$1130.56 | $530.52 | $106.11 | $0.85 |
| 2016 | +46.78% | +$4678.30 | $877.13 | $175.43 | $1.41 |
| 2015 | +16.37% | +$1637.10 | $730.81 | $146.16 | $1.18 |
| 2014 | +7.83% | +$783.08 | $703.32 | $140.67 | $1.12 |
| 2013 partial | -17.28% (-25.35% ann.) | $1728.27 | $348.72 | $69.75 | $0.56 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Secular stagnation / QE / low inflation / duration bull partial | May 8, 2013 – February 19, 2020 | +115.30% | +11.97% | +$11529.59 | $5164.20 | $1032.86 | $8.28 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -53.14% | -99.98% | $5314.35 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +1.89% | +3.06% | +$189.25 | $376.88 | $75.37 | $0.60 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +42.51% | +39.94% | +$4250.91 | $566.23 | $113.25 | $0.91 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -15.57% | -16.45% | $1556.92 | $509.05 | $101.82 | $0.82 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +9.74% | +5.14% | +$974.42 | $1183.72 | $236.75 | $1.89 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | -44.05% | -30.63% | $4405.09 | $957.79 | $191.56 | $1.54 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2013-06-27 | $0.0800 | 0.70% |
| 2013-09-27 | $0.1600 | 1.51% |
| 2013-12-26 | $0.1600 | 1.68% |
| 2014-03-28 | $0.1600 | 1.58% |
| 2014-06-27 | $0.1600 | 1.63% |
| 2014-09-29 | $0.1600 | 1.73% |
| 2014-12-26 | $0.1600 | 1.66% |
| 2015-03-30 | $0.1700 | 1.58% |
| 2015-06-29 | $0.1700 | 1.66% |
| 2015-09-29 | $0.1700 | 1.73% |
| 2015-12-29 | $0.1700 | 1.56% |
| 2016-03-28 | $0.1800 | 1.61% |
| 2016-06-27 | $0.1800 | 1.35% |
| 2016-09-26 | $0.1800 | 1.31% |
| 2016-12-23 | $0.3600 | 2.51% |
| 2017-03-27 | $0.1900 | 1.39% |
| 2017-06-26 | $0.1900 | 1.41% |
| 2017-09-26 | $0.1900 | 1.37% |
| 2017-12-26 | $0.1900 | 1.23% |
| 2018-03-27 | $0.2000 | 1.50% |
| 2018-06-26 | $0.2000 | 1.32% |
| 2018-09-25 | $0.2000 | 1.38% |
| 2018-12-24 | $0.2000 | 1.39% |
| 2019-03-26 | $0.2100 | 1.37% |
| 2019-06-25 | $0.2100 | 1.23% |
| 2019-09-24 | $0.2100 | 1.15% |
| 2019-12-20 | $0.2100 | 1.13% |
| 2020-03-24 | $0.2200 | 2.52% |
| 2020-09-29 | $0.1100 | 1.17% |
| 2020-12-29 | $0.1100 | 0.97% |
| 2021-03-30 | $0.1500 | 1.19% |
| 2021-06-29 | $0.1600 | 1.18% |
| 2021-09-28 | $0.1600 | 1.18% |
| 2021-12-28 | $0.1700 | 1.11% |
| 2022-03-29 | $0.1700 | 1.16% |
| 2022-06-28 | $0.1700 | 1.30% |
| 2022-09-27 | $0.1900 | 1.73% |
| 2022-12-27 | $0.1900 | 1.63% |
| 2023-03-28 | $0.1900 | 1.67% |
| 2023-06-27 | $0.1950 | 1.66% |
| 2023-09-26 | $0.1950 | 1.82% |
| 2023-12-26 | $0.1950 | 1.52% |
| 2024-03-26 | $0.2050 | 1.97% |
| 2024-06-26 | $0.2050 | 1.87% |
| 2024-09-25 | $0.2050 | 1.68% |
| 2024-12-26 | $0.2050 | 1.98% |
| 2025-03-26 | $0.1400 | 1.81% |
| 2025-06-30 | $0.1400 | 2.00% |
| 2025-09-24 | $0.1400 | 1.94% |
| 2025-12-31 | $0.1400 | 2.09% |
| 2026-03-26 | $0.1400 | 2.55% |
| Total | 51 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-21 to 2026-04-21. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-06-29 | $117.48 | $23.50 | $0.19 | 6.9941 |
| 2021-09-28 | $118.59 | $23.72 | $0.19 | 7.0660 |
| 2021-12-28 | $127.20 | $25.44 | $0.21 | 6.7304 |
| 2022-03-29 | $128.35 | $25.67 | $0.21 | 6.9100 |
| 2022-06-28 | $129.53 | $25.91 | $0.21 | 8.0290 |
| 2022-09-27 | $146.29 | $29.26 | $0.24 | 11.3727 |
| 2022-12-27 | $148.45 | $29.69 | $0.24 | 10.3153 |
| 2023-03-28 | $150.41 | $30.08 | $0.24 | 10.5247 |
| 2023-06-27 | $156.42 | $31.29 | $0.25 | 10.7568 |
| 2023-09-26 | $158.52 | $31.70 | $0.25 | 12.3114 |
| 2023-12-26 | $160.92 | $32.18 | $0.26 | 10.1243 |
| 2024-03-26 | $171.24 | $34.25 | $0.27 | 13.6450 |
| 2024-06-26 | $174.04 | $34.81 | $0.28 | 12.7250 |
| 2024-09-25 | $176.65 | $35.33 | $0.28 | 11.8920 |
| 2024-12-26 | $179.09 | $35.82 | $0.29 | 14.1430 |
| 2025-03-26 | $124.29 | $24.86 | $0.20 | 13.1430 |
| 2025-06-30 | $126.13 | $25.22 | $0.20 | 14.6577 |
| 2025-09-24 | $128.18 | $25.64 | $0.21 | 14.7460 |
| 2025-12-31 | $130.24 | $26.05 | $0.21 | 15.7078 |
| 2026-03-26 | $132.44 | $26.49 | $0.21 | 19.8388 |
| Total | $2884.46 | $576.90 | $4.62 | 231.6331 |
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.