DaVita Inc. (DVA) Stock Total Returns

Growth of $10,000 chart

2021-04-21 to 2026-04-21
to
$
%
%
Loading chart…

Investment Performance

Final Value
$13,202
Total Return
32.02%
CAGR
5.71%
Dividends
$0.00
Yield on Cost
0.00%

Rolling Returns

1-Month (21 Trading Days)
Average+0.91%
Median+0.18%
Best+47.62%
Worst-27.03%
% of Windows Positive50.6%
1-Year (252 Trading Days)
Average+8.86%
Median+3.35%
Best+124.82%
Worst-39.68%
% of Windows Positive54.1%
3-Year (756 Trading Days)
Average+44.67%
Median+42.52%
Best+102.51%
Worst+0.15%
% of Windows Positive100.0%

Risk Metrics

Maximum Drawdown -51.10%
Average Drawdown -20.22%
Drawdown Duration 649 Trading Days
Sortino Ratio 0.46
Calmar Ratio 0.11
CVaR (5%) -5.11%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +31.94% (+148.96% ann.) +$3194.26 $0.00 $0.00 $0.00
2025 -24.03% $2403.21 $0.00 $0.00 $0.00
2024 +42.75% +$4275.49 $0.00 $0.00 $0.00
2023 +40.30% +$4029.73 $0.00 $0.00 $0.00
2022 -34.36% $3436.18 $0.00 $0.00 $0.00
2021 -3.10% $310.05 $0.00 $0.00 $0.00
2020 +56.47% +$5647.07 $0.00 $0.00 $0.00
2019 +45.80% +$4580.26 $0.00 $0.00 $0.00
2018 -28.78% $2877.51 $0.00 $0.00 $0.00
2017 +12.54% +$1253.89 $0.00 $0.00 $0.00
2016 -7.90% $790.42 $0.00 $0.00 $0.00
2015 -7.96% $796.14 $0.00 $0.00 $0.00
2014 +19.52% +$1952.03 $0.00 $0.00 $0.00
2013 +14.67% +$1466.57 $0.00 $0.00 $0.00
2012 +45.80% +$4579.87 $0.00 $0.00 $0.00
2011 +9.09% +$909.48 $0.00 $0.00 $0.00
2010 +18.30% +$1830.10 $0.00 $0.00 $0.00
2009 +18.50% +$1849.91 $0.00 $0.00 $0.00
2008 -12.03% $1203.19 $0.00 $0.00 $0.00
2007 -0.93% $93.18 $0.00 $0.00 $0.00
2006 +12.32% +$1232.23 $0.00 $0.00 $0.00
2005 +28.11% +$2810.52 $0.00 $0.00 $0.00
2004 +52.04% +$5203.85 $0.00 $0.00 $0.00
2003 +58.09% +$5808.67 $0.00 $0.00 $0.00
2002 +0.90% +$89.98 $0.00 $0.00 $0.00
2001 +42.77% +$4277.37 $0.00 $0.00 $0.00
2000 +156.07% +$15607.47 $0.00 $0.00 $0.00
1999 -77.38% $7737.84 $0.00 $0.00 $0.00
1998 +7.50% +$750.00 $0.00 $0.00 $0.00
1997 +26.44% +$2643.68 $0.00 $0.00 $0.00
1996 +20.83% +$2083.33 $0.00 $0.00 $0.00
1995 partial +47.24% (+996.93% ann.) +$4723.93 $0.00 $0.00 $0.00

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Dot-com bubble / TMT mania partial October 31, 1995 – March 10, 2000 -74.44% -26.87% $7443.76 $0.00 $0.00 $0.00
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 +697.91% +124.11% +$69791.26 $0.00 $0.00 $0.00
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +326.97% +33.71% +$32697.37 $0.00 $0.00 $0.00
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -32.52% -24.30% $3251.98 $0.00 $0.00 $0.00
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +117.37% +25.86% +$11737.45 $0.00 $0.00 $0.00
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +74.97% +7.67% +$7496.93 $0.00 $0.00 $0.00
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -22.34% -94.42% $2233.90 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +43.66% +79.12% +$4365.62 $0.00 $0.00 $0.00
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 -5.30% -5.03% $529.66 $0.00 $0.00 $0.00
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -30.77% -32.33% $3077.25 $0.00 $0.00 $0.00
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +139.91% +60.34% +$13991.24 $0.00 $0.00 $0.00
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 21, 2026 -8.13% -5.20% $812.70 $0.00 $0.00 $0.00

Dividend History

Date Per Share Yield %
Total 0 payments
No dividends recorded.

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.

SBC

CAGR -24.53% Total -63.35% Final $3,665
2022-09-26 — 2026-04-21
BILL

CAGR 1.81% Total 12.06% Final $11,206
2019-12-12 — 2026-04-21
IFF

CAGR 6.88% Total 2948.99% Final $304,899
1974-12-17 — 2026-04-21