HomeTrust Bancshares, Inc. (HTB) Stock Total Returns
Growth of $10,000 chart
2021-04-21 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$18,319
Total Return
83.19%
CAGR
12.87%
Dividends
$840.46
Yield on Cost
8.40%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.22% |
| Median | -0.08% |
| Best | +27.49% |
| Worst | -20.24% |
| % of Windows Positive | 49.4% |
1-Year (252 Trading Days)
| Average | +12.61% |
| Median | +12.17% |
| Best | +78.36% |
| Worst | -31.10% |
| % of Windows Positive | 59.4% |
3-Year (756 Trading Days)
| Average | +43.39% |
| Median | +34.23% |
| Best | +110.69% |
| Worst | -4.06% |
| % of Windows Positive | 98.0% |
Risk Metrics
| Maximum Drawdown | -43.13% |
| Average Drawdown | -13.07% |
| Drawdown Duration | 623 Trading Days |
| Sortino Ratio | 0.87 |
| Calmar Ratio | 0.30 |
| CVaR (5%) | -3.69% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +4.00% (+13.76% ann.) | +$399.50 | $30.27 | $6.05 | $0.05 |
| 2025 | +28.79% | +$2879.49 | $146.06 | $29.21 | $0.24 |
| 2024 | +26.58% | +$2657.90 | $167.97 | $33.59 | $0.27 |
| 2023 | +12.96% | +$1296.25 | $170.51 | $34.10 | $0.27 |
| 2022 | -21.10% | $2110.21 | $119.90 | $23.98 | $0.19 |
| 2021 | +62.01% | +$6201.16 | $171.58 | $34.32 | $0.27 |
| 2020 | -27.07% | $2706.65 | $108.59 | $21.72 | $0.18 |
| 2019 | +3.27% | +$326.62 | $95.77 | $19.15 | $0.15 |
| 2018 | +1.86% | +$185.72 | $23.30 | $4.66 | $0.04 |
| 2017 | -0.58% | $57.91 | $0.00 | $0.00 | $0.00 |
| 2016 | +27.90% | +$2790.12 | $0.00 | $0.00 | $0.00 |
| 2015 | +21.55% | +$2154.86 | $0.00 | $0.00 | $0.00 |
| 2014 | +4.19% | +$419.01 | $0.00 | $0.00 | $0.00 |
| 2013 | +18.36% | +$1835.68 | $0.00 | $0.00 | $0.00 |
| 2012 partial | +15.47% (+35.48% ann.) | +$1547.01 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Policy-led rebound / euro-sovereign-crisis overlay partial | July 11, 2012 – July 25, 2012 | +6.07% | +365.07% | +$606.84 | $0.00 | $0.00 | $0.00 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +117.53% | +10.82% | +$11753.45 | $305.47 | $61.09 | $0.49 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -49.35% | -99.96% | $4935.16 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +12.05% | +20.09% | +$1205.30 | $96.27 | $19.25 | $0.16 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +64.93% | +60.75% | +$6492.75 | $226.88 | $45.38 | $0.36 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -18.13% | -19.14% | $1813.32 | $90.13 | $18.02 | $0.15 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +45.12% | +22.25% | +$4511.50 | $336.24 | $67.25 | $0.53 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | +26.47% | +15.94% | +$2647.32 | $208.29 | $41.65 | $0.34 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2018-11-20 | $0.0600 | 0.23% |
| 2019-02-20 | $0.0600 | 0.22% |
| 2019-05-22 | $0.0600 | 0.24% |
| 2019-08-21 | $0.0600 | 0.23% |
| 2019-11-25 | $0.0700 | 0.27% |
| 2020-02-19 | $0.0700 | 0.26% |
| 2020-05-20 | $0.0700 | 0.51% |
| 2020-08-19 | $0.0700 | 0.48% |
| 2020-11-18 | $0.0800 | 0.43% |
| 2021-02-17 | $0.0800 | 0.36% |
| 2021-05-19 | $0.0800 | 0.29% |
| 2021-08-18 | $0.0800 | 0.29% |
| 2021-11-17 | $0.0900 | 0.29% |
| 2022-02-16 | $0.0900 | 0.29% |
| 2022-05-18 | $0.0900 | 0.34% |
| 2022-08-17 | $0.0900 | 0.35% |
| 2022-11-16 | $0.1000 | 0.41% |
| 2023-02-15 | $0.1000 | 0.36% |
| 2023-05-17 | $0.1000 | 0.53% |
| 2023-08-16 | $0.1000 | 0.43% |
| 2023-11-15 | $0.1100 | 0.47% |
| 2024-02-14 | $0.1100 | 0.42% |
| 2024-05-15 | $0.1100 | 0.39% |
| 2024-08-15 | $0.1100 | 0.34% |
| 2024-11-14 | $0.1200 | 0.32% |
| 2025-02-13 | $0.1200 | 0.32% |
| 2025-05-15 | $0.1200 | 0.33% |
| 2025-08-14 | $0.1200 | 0.30% |
| 2025-11-14 | $0.1300 | 0.32% |
| 2026-02-18 | $0.1300 | 0.30% |
| Total | 30 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 |
|---|---|---|---|---|
| 2021-05-19 | $31.09 | $6.22 | $0.05 | 0.8897 |
| 2021-08-18 | $31.16 | $6.23 | $0.05 | 0.9127 |
| 2021-11-17 | $35.14 | $7.03 | $0.06 | 0.8907 |
| 2022-02-16 | $35.22 | $7.04 | $0.06 | 0.9247 |
| 2022-05-18 | $35.30 | $7.06 | $0.06 | 1.0837 |
| 2022-08-17 | $35.40 | $7.08 | $0.06 | 1.1141 |
| 2022-11-16 | $39.45 | $7.89 | $0.06 | 1.2907 |
| 2023-02-15 | $39.58 | $7.92 | $0.06 | 1.1321 |
| 2023-05-17 | $39.69 | $7.94 | $0.06 | 1.5907 |
| 2023-08-16 | $39.85 | $7.97 | $0.06 | 1.3785 |
| 2023-11-15 | $43.99 | $8.80 | $0.07 | 1.5295 |
| 2024-02-14 | $44.15 | $8.83 | $0.07 | 1.3626 |
| 2024-05-15 | $44.30 | $8.86 | $0.07 | 1.2368 |
| 2024-08-15 | $44.44 | $8.89 | $0.07 | 1.0700 |
| 2024-11-14 | $48.61 | $9.72 | $0.08 | 1.0390 |
| 2025-02-13 | $48.73 | $9.75 | $0.08 | 1.0409 |
| 2025-05-15 | $48.86 | $9.77 | $0.08 | 1.0693 |
| 2025-08-14 | $48.99 | $9.80 | $0.08 | 0.9812 |
| 2025-11-14 | $53.20 | $10.64 | $0.08 | 1.0523 |
| 2026-02-18 | $53.33 | $10.66 | $0.08 | 0.9713 |
| Total | $840.46 | $168.08 | $1.35 | 22.5605 |
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.