Fidelis Insurance Holdings Limited (FIHL) Stock Total Returns
Growth of $10,000 chart
2023-06-29 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$16,567
Total Return
65.67%
CAGR
19.67%
Dividends
$590.09
Yield on Cost
5.90%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.67% |
| Median | +1.32% |
| Best | +45.48% |
| Worst | -21.22% |
| % of Windows Positive | 56.6% |
1-Year (252 Trading Days)
| Average | +14.52% |
| Median | +13.50% |
| Best | +78.02% |
| Worst | -20.82% |
| % of Windows Positive | 70.9% |
3-Year (756 Trading Days)
Risk Metrics
| Maximum Drawdown | -29.98% |
| Average Drawdown | -11.35% |
| Drawdown Duration | 339 Trading Days |
| Sortino Ratio | 1.09 |
| Calmar Ratio | 0.66 |
| CVaR (5%) | -4.35% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +6.19% (+21.83% ann.) | +$618.56 | $76.65 | $15.33 | $0.12 |
| 2025 | +9.05% | +$904.93 | $110.61 | $22.12 | $0.18 |
| 2024 | +45.67% | +$4566.99 | $317.92 | $63.57 | $0.51 |
| 2023 partial | -1.78% (-3.53% ann.) | $178.29 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Disinflation rebound / AI-led narrow bull / higher-for-longer partial | June 29, 2023 – September 17, 2024 | +39.22% | +31.12% | +$3921.69 | $233.64 | $46.72 | $0.37 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | +17.61% | +10.75% | +$1760.72 | $253.04 | $50.61 | $0.41 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2024-03-14 | $0.1000 | 0.54% |
| 2024-06-14 | $0.1000 | 0.63% |
| 2024-09-16 | $0.1000 | 0.57% |
| 2024-11-29 | $0.1000 | 0.48% |
| 2025-03-12 | $0.1000 | 0.69% |
| 2025-06-16 | $0.1000 | 0.62% |
| 2026-03-16 | $0.1500 | 0.80% |
| Total | 7 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2023-06-29 to 2026-04-21. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2024-03-14 | $77.52 | $15.50 | $0.12 | 3.3655 |
| 2024-06-14 | $77.86 | $15.57 | $0.12 | 4.0207 |
| 2024-09-16 | $78.26 | $15.65 | $0.13 | 3.5122 |
| 2024-11-29 | $78.61 | $15.72 | $0.13 | 3.0571 |
| 2025-03-12 | $78.91 | $15.78 | $0.13 | 4.2978 |
| 2025-06-16 | $79.34 | $15.87 | $0.13 | 3.7933 |
| 2026-03-16 | $119.59 | $23.92 | $0.19 | 5.0384 |
| Total | $590.09 | $118.01 | $0.95 | 27.0850 |
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.