CareTrust REIT, Inc. (CTRE) Stock Total Returns
Growth of $10,000 chart
2021-04-21 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$19,180
Total Return
91.80%
CAGR
13.91%
Dividends
$2,698.82
Yield on Cost
26.99%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.39% |
| Median | +1.64% |
| Best | +19.56% |
| Worst | -20.64% |
| % of Windows Positive | 62.3% |
1-Year (252 Trading Days)
| Average | +19.06% |
| Median | +20.24% |
| Best | +68.95% |
| Worst | -30.74% |
| % of Windows Positive | 80.6% |
3-Year (756 Trading Days)
| Average | +75.91% |
| Median | +75.74% |
| Best | +138.29% |
| Worst | +11.66% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -31.52% |
| Average Drawdown | -9.25% |
| Drawdown Duration | 576 Trading Days |
| Sortino Ratio | 0.94 |
| Calmar Ratio | 0.44 |
| CVaR (5%) | -3.47% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +6.99% (+24.88% ann.) | +$698.53 | $107.85 | $21.57 | $0.17 |
| 2025 | +38.17% | +$3817.30 | $502.01 | $100.40 | $0.80 |
| 2024 | +25.14% | +$2513.53 | $525.45 | $105.09 | $0.84 |
| 2023 | +25.81% | +$2580.92 | $613.21 | $122.64 | $0.98 |
| 2022 | -14.71% | $1470.64 | $490.30 | $98.06 | $0.79 |
| 2021 | +6.87% | +$686.85 | $484.61 | $96.93 | $0.77 |
| 2020 | +12.40% | +$1240.44 | $493.64 | $98.73 | $0.79 |
| 2019 | +15.34% | +$1534.02 | $493.16 | $98.63 | $0.79 |
| 2018 | +15.74% | +$1573.60 | $623.51 | $124.70 | $0.99 |
| 2017 | +13.96% | +$1396.45 | $612.89 | $122.58 | $0.98 |
| 2016 | +45.44% | +$4543.81 | $630.63 | $126.12 | $1.01 |
| 2015 | -7.42% | $741.84 | $526.75 | $105.35 | $0.84 |
| 2014 partial | +30.38% (+56.62% ann.) | +$3038.33 | $7947.24 | $1589.44 | $12.72 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Secular stagnation / QE / low inflation / duration bull partial | May 29, 2014 – February 19, 2020 | +194.66% | +20.76% | +$19465.66 | $12860.71 | $2572.13 | $20.58 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -41.20% | -99.77% | $4119.93 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +23.56% | +40.55% | +$2356.13 | $509.29 | $101.86 | $0.81 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +10.77% | +10.19% | +$1076.80 | $560.27 | $112.06 | $0.89 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -2.69% | -2.86% | $269.44 | $547.87 | $109.57 | $0.88 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +67.48% | +32.08% | +$6747.59 | $1025.38 | $205.07 | $1.64 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | +31.32% | +18.72% | +$3132.34 | $766.53 | $153.31 | $1.23 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2014-10-29 | $5.8800 | 40.58% |
| 2014-12-11 | $5.8800 | 31.99% |
| 2014-12-29 | $0.1250 | 0.98% |
| 2015-03-27 | $0.1600 | 1.15% |
| 2015-06-26 | $0.1600 | 1.22% |
| 2015-09-28 | $0.1600 | 1.33% |
| 2015-12-29 | $0.1600 | 1.44% |
| 2016-03-29 | $0.1700 | 1.37% |
| 2016-06-28 | $0.1700 | 1.29% |
| 2016-09-28 | $0.1700 | 1.14% |
| 2016-12-28 | $0.1700 | 1.12% |
| 2017-03-29 | $0.1850 | 1.15% |
| 2017-06-28 | $0.3700 | 1.95% |
| 2017-09-28 | $0.1850 | 0.98% |
| 2017-12-28 | $0.1850 | 1.10% |
| 2018-03-28 | $0.2050 | 1.54% |
| 2018-06-28 | $0.4100 | 2.42% |
| 2018-09-27 | $0.2050 | 1.20% |
| 2018-12-28 | $0.2050 | 1.11% |
| 2019-03-28 | $0.2250 | 0.96% |
| 2019-06-27 | $0.2250 | 0.97% |
| 2019-09-27 | $0.2250 | 0.95% |
| 2019-12-30 | $0.2250 | 1.10% |
| 2020-03-30 | $0.2500 | 1.60% |
| 2020-06-29 | $0.2500 | 1.45% |
| 2020-09-29 | $0.2500 | 1.37% |
| 2020-12-30 | $0.2500 | 1.12% |
| 2021-03-30 | $0.2650 | 1.12% |
| 2021-06-29 | $0.2650 | 1.13% |
| 2021-09-29 | $0.2650 | 1.28% |
| 2021-12-30 | $0.2650 | 1.16% |
| 2022-03-30 | $0.2750 | 1.39% |
| 2022-06-29 | $0.2750 | 1.47% |
| 2022-09-29 | $0.2750 | 1.51% |
| 2022-12-29 | $0.2750 | 1.48% |
| 2023-03-30 | $0.2800 | 1.47% |
| 2023-06-29 | $0.2800 | 1.42% |
| 2023-09-28 | $0.2800 | 1.39% |
| 2023-12-28 | $0.2800 | 1.23% |
| 2024-03-27 | $0.2900 | 1.19% |
| 2024-06-28 | $0.2900 | 1.16% |
| 2024-09-30 | $0.2900 | 0.94% |
| 2024-12-31 | $0.2900 | 1.08% |
| 2025-03-31 | $0.3350 | 1.16% |
| 2025-06-30 | $0.3350 | 1.09% |
| 2025-09-30 | $0.3350 | 0.98% |
| 2025-12-31 | $0.3350 | 0.91% |
| 2026-03-31 | $0.3900 | 1.06% |
| Total | 48 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 | $109.01 | $21.80 | $0.17 | 3.7449 |
| 2021-09-29 | $110.00 | $22.00 | $0.17 | 4.2530 |
| 2021-12-30 | $111.13 | $22.23 | $0.18 | 3.8931 |
| 2022-03-30 | $116.39 | $23.28 | $0.19 | 4.7950 |
| 2022-06-29 | $117.71 | $23.54 | $0.19 | 5.0176 |
| 2022-09-29 | $119.09 | $23.82 | $0.19 | 5.3658 |
| 2022-12-29 | $120.57 | $24.11 | $0.19 | 5.1531 |
| 2023-03-30 | $124.20 | $24.84 | $0.20 | 5.1782 |
| 2023-06-29 | $125.65 | $25.13 | $0.20 | 5.0769 |
| 2023-09-28 | $127.07 | $25.41 | $0.20 | 4.9490 |
| 2023-12-28 | $128.46 | $25.69 | $0.20 | 4.5241 |
| 2024-03-27 | $134.36 | $26.87 | $0.21 | 4.4345 |
| 2024-06-28 | $135.64 | $27.13 | $0.22 | 4.3147 |
| 2024-09-30 | $136.90 | $27.38 | $0.22 | 3.5417 |
| 2024-12-31 | $137.92 | $27.58 | $0.22 | 4.0709 |
| 2025-03-31 | $160.69 | $32.14 | $0.26 | 4.4889 |
| 2025-06-30 | $162.19 | $32.44 | $0.26 | 4.2318 |
| 2025-09-30 | $163.61 | $32.72 | $0.26 | 3.7666 |
| 2025-12-31 | $164.87 | $32.97 | $0.27 | 3.6403 |
| 2026-03-31 | $193.36 | $38.67 | $0.31 | 4.2122 |
| Total | $2698.82 | $539.77 | $4.32 | 88.6526 |
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.