Bank of America Corporation (BAC) Stock Total Returns

Growth of $10,000 chart

2021-04-14 to 2026-04-14
to
$
%
%
Loading chart…

Investment Performance

Final Value
$14,741
Total Return
47.41%
CAGR
8.07%
Dividends
$1,248.02
Yield on Cost
12.48%

Rolling Returns

1-Month (21 Trading Days)
Average+0.83%
Median+1.11%
Best+27.70%
Worst-21.36%
% of Windows Positive55.9%
1-Year (252 Trading Days)
Average+8.72%
Median+11.15%
Best+72.72%
Worst-37.73%
% of Windows Positive55.6%
3-Year (756 Trading Days)
Average+29.69%
Median+14.58%
Best+105.39%
Worst-14.72%
% of Windows Positive85.2%

Risk Metrics

Maximum Drawdown -47.12%
Average Drawdown -17.79%
Drawdown Duration 697 Trading Days
Sortino Ratio 0.61
Calmar Ratio 0.17
CVaR (5%) -3.74%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -2.55% (-8.69% ann.) $255.42 $50.91 $10.18 $0.08
2025 +27.44% +$2744.37 $247.55 $49.51 $0.40
2024 +33.18% +$3318.36 $299.42 $59.88 $0.48
2023 +4.18% +$417.79 $280.30 $56.06 $0.45
2022 -24.16% $2416.44 $194.59 $38.92 $0.31
2021 +49.01% +$4900.96 $258.87 $51.77 $0.41
2020 -12.09% $1209.28 $206.09 $41.22 $0.33
2019 +45.51% +$4550.94 $269.72 $53.94 $0.43
2018 -15.29% $1529.06 $183.89 $36.78 $0.29
2017 +35.24% +$3524.33 $177.32 $35.46 $0.28
2016 +32.92% +$3292.36 $149.30 $29.86 $0.24
2015 -5.01% $501.28 $112.21 $22.44 $0.18
2014 +15.56% +$1556.44 $77.22 $15.44 $0.12
2013 +34.43% +$3442.86 $34.49 $6.90 $0.06
2012 +109.62% +$10962.39 $72.05 $14.41 $0.12
2011 -58.17% $5816.51 $30.02 $6.00 $0.05
2010 -11.22% $1121.69 $26.58 $5.32 $0.04
2009 +7.38% +$738.19 $28.47 $5.69 $0.05
2008 -63.71% $6370.75 $553.18 $110.64 $0.88
2007 -19.65% $1965.17 $455.93 $91.19 $0.73
2006 +19.66% +$1966.31 $465.53 $93.11 $0.75
2005 +1.54% +$153.92 $409.39 $81.88 $0.66
2004 +20.55% +$2055.42 $427.90 $85.58 $0.68
2003 +19.21% +$1921.18 $418.88 $83.78 $0.67
2002 +13.71% +$1371.25 $391.84 $78.37 $0.63
2001 +41.59% +$4158.51 $503.22 $100.64 $0.80
2000 -5.37% $537.06 $415.61 $83.12 $0.66
1999 -14.51% $1451.29 $310.34 $62.07 $0.50
1998 +0.78% +$77.62 $263.28 $52.66 $0.42
1997 +26.69% +$2669.18 $282.21 $56.44 $0.45
1996 +43.59% +$4359.42 $347.84 $69.57 $0.56
1995 +58.69% +$5868.75 $466.33 $93.26 $0.75
1994 -5.15% $514.81 $387.84 $77.57 $0.62
1993 -2.08% $208.16 $322.32 $64.47 $0.52
1992 +29.76% +$2975.86 $375.34 $75.07 $0.60
1991 +83.49% +$8348.95 $655.26 $131.05 $1.05
1990 -48.80% $4879.51 $310.38 $62.08 $0.50
1989 +73.18% +$7317.98 $407.08 $81.41 $0.65
1988 +63.00% +$6300.32 $551.80 $110.36 $0.88
1987 -17.30% $1729.74 $404.19 $80.85 $0.66
1986 -3.15% $314.72 $262.30 $52.45 $0.42
1985 +26.13% +$2613.24 $0.00 $0.00 $0.00
1984 +31.05% +$3105.03 $0.00 $0.00 $0.00
1983 +46.00% +$4600.00 $0.00 $0.00 $0.00
1982 +26.05% +$2605.05 $0.00 $0.00 $0.00
1981 +10.19% +$1018.51 $0.00 $0.00 $0.00
1980 -0.92% $91.73 $0.00 $0.00 $0.00
1979 +13.54% +$1354.17 $0.00 $0.00 $0.00
1978 +5.49% +$549.45 $0.00 $0.00 $0.00
1977 -6.19% $618.58 $0.00 $0.00 $0.00
1976 +24.36% +$2435.89 $0.00 $0.00 $0.00
1975 +30.00% +$3000.00 $0.00 $0.00 $0.00
1974 -81.01% $8101.26 $0.00 $0.00 $0.00
1973 partial +6.76% (+7.93% ann.) +$675.68 $0.00 $0.00 $0.00

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Dot-com bubble / TMT mania August 9, 1995 – March 10, 2000 +59.77% +10.76% +$5976.89 $2496.88 $499.38 $3.99
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 +35.60% +12.56% +$3560.19 $1357.10 $271.42 $2.17
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +118.65% +16.95% +$11865.47 $3548.76 $709.75 $5.68
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -92.27% -83.67% $9227.11 $565.77 $113.15 $0.91
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +49.06% +12.55% +$4906.08 $272.41 $54.49 $0.44
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +422.87% +24.43% +$42286.85 $3231.01 $646.21 $5.17
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -47.84% -99.94% $4784.21 $51.65 $10.33 $0.08
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +16.87% +28.51% +$1686.80 $171.64 $34.33 $0.28
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +66.93% +62.60% +$6692.54 $272.00 $54.40 $0.43
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -16.43% -17.35% $1643.09 $192.29 $38.46 $0.31
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +8.49% +4.50% +$849.14 $503.26 $100.65 $0.80
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +38.37% +23.00% +$3837.26 $413.74 $82.75 $0.66

Dividend History

Annual Dividends Per Share
TTM Yield
Consecutive Years Paid
current
Consecutive Years of Growth
current

Date Per Share Yield %
1986-06-02 $0.0475 0.68%
1986-08-29 $0.0475 0.74%
1986-12-01 $0.0525 0.97%
1987-03-02 $0.0525 0.84%
1987-06-01 $0.0525 0.89%
1987-08-31 $0.0525 0.76%
1987-11-30 $0.0575 1.22%
1988-02-29 $0.0575 1.07%
1988-05-27 $0.0575 1.07%
1988-08-29 $0.0575 0.86%
1988-11-28 $0.0625 0.94%
1989-02-27 $0.0625 0.78%
1989-05-26 $0.0625 0.57%
1989-08-28 $0.0750 0.57%
1989-11-27 $0.0750 0.64%
1990-02-26 $0.0875 0.80%
1990-05-25 $0.0875 0.92%
1990-08-31 $0.0875 1.06%
1990-12-03 $0.0925 1.54%
1991-03-04 $0.0925 1.22%
1991-06-03 $0.0925 0.88%
1991-08-30 $0.0925 0.94%
1991-12-02 $0.0925 1.08%
1992-03-02 $0.0925 0.78%
1992-06-01 $0.0925 0.80%
1992-08-31 $0.0925 0.84%
1992-11-30 $0.1000 0.79%
1993-03-01 $0.1000 0.75%
1993-05-28 $0.1000 0.83%
1993-08-30 $0.1050 0.82%
1993-11-29 $0.1050 0.89%
1994-02-28 $0.1150 0.94%
1994-05-27 $0.1150 0.83%
1994-08-29 $0.1150 0.83%
1994-11-28 $0.1250 1.09%
1995-02-27 $0.1250 0.98%
1995-05-26 $0.1250 0.89%
1995-08-30 $0.1250 0.81%
1995-11-29 $0.1450 0.81%
1996-02-28 $0.1450 0.77%
1996-06-05 $0.1450 0.69%
1996-09-04 $0.1450 0.69%
1996-12-04 $0.1650 0.66%
1997-03-05 $0.1650 0.53%
1997-06-04 $0.1650 0.55%
1997-09-03 $0.1650 0.56%
1997-12-03 $0.1900 0.62%
1998-03-04 $0.1900 0.55%
1998-06-03 $0.1900 0.50%
1998-09-02 $0.1900 0.66%
1998-12-02 $0.2250 0.69%
1999-03-03 $0.2250 0.66%
1999-06-02 $0.2250 0.71%
1999-09-01 $0.2250 0.74%
1999-12-01 $0.2500 0.85%
2000-03-01 $0.2500 1.09%
2000-05-31 $0.2500 0.91%
2000-08-30 $0.2500 0.98%
2000-11-29 $0.2800 1.38%
2001-02-28 $0.2800 1.09%
2001-05-30 $0.2800 0.94%
2001-09-05 $0.2800 0.90%
2001-12-05 $0.3000 0.96%
2002-02-27 $0.3000 0.94%
2002-06-05 $0.3000 0.81%
2002-09-04 $0.3000 0.89%
2002-12-04 $0.3200 0.92%
2003-03-05 $0.3200 0.94%
2003-06-04 $0.3200 0.85%
2003-09-03 $0.4000 1.01%
2003-12-03 $0.4000 1.04%
2004-03-03 $0.4000 0.97%
2004-06-02 $0.4000 0.96%
2004-09-01 $0.4500 1.00%
2004-12-01 $0.4500 0.97%
2005-03-02 $0.4500 0.96%
2005-06-01 $0.4500 0.97%
2005-08-31 $0.5000 1.16%
2005-11-30 $0.5000 1.07%
2006-03-01 $0.5000 1.09%
2006-05-31 $0.5000 1.03%
2006-08-30 $0.5600 1.07%
2006-11-29 $0.5600 1.03%
2007-02-28 $0.5600 1.10%
2007-05-30 $0.5600 1.09%
2007-09-05 $0.6400 1.25%
2007-12-05 $0.6400 1.43%
2008-03-05 $0.6400 1.65%
2008-06-04 $0.6400 1.92%
2008-09-03 $0.6400 1.96%
2008-12-03 $0.3200 2.23%
2009-03-04 $0.0100 0.27%
2009-06-03 $0.0100 0.09%
2009-09-02 $0.0100 0.06%
2009-12-02 $0.0100 0.06%
2010-03-03 $0.0100 0.06%
2010-06-02 $0.0100 0.06%
2010-09-01 $0.0100 0.08%
2010-12-01 $0.0100 0.09%
2011-03-02 $0.0100 0.07%
2011-06-01 $0.0100 0.09%
2011-08-31 $0.0100 0.12%
2011-11-30 $0.0100 0.20%
2012-02-29 $0.0100 0.12%
2012-05-30 $0.0100 0.13%
2012-09-05 $0.0100 0.13%
2012-12-05 $0.0100 0.10%
2013-02-27 $0.0100 0.09%
2013-06-05 $0.0100 0.07%
2013-09-04 $0.0100 0.07%
2013-12-04 $0.0100 0.06%
2014-03-05 $0.0100 0.06%
2014-06-20 $0.0100 0.06%
2014-09-03 $0.0500 0.31%
2014-12-03 $0.0500 0.29%
2015-03-04 $0.0500 0.31%
2015-06-03 $0.0500 0.30%
2015-09-02 $0.0500 0.32%
2015-12-02 $0.0500 0.28%
2016-03-02 $0.0500 0.38%
2016-06-01 $0.0500 0.34%
2016-08-31 $0.0750 0.46%
2016-11-30 $0.0750 0.37%
2017-03-01 $0.0750 0.30%
2017-05-31 $0.0750 0.33%
2017-08-30 $0.1200 0.51%
2017-11-30 $0.1200 0.42%
2018-03-01 $0.1200 0.37%
2018-05-31 $0.1200 0.41%
2018-09-06 $0.1500 0.48%
2018-12-06 $0.1500 0.56%
2019-02-28 $0.1500 0.51%
2019-06-06 $0.1500 0.54%
2019-09-05 $0.1800 0.65%
2019-12-05 $0.1800 0.54%
2020-03-05 $0.1800 0.63%
2020-06-04 $0.1800 0.69%
2020-09-03 $0.1800 0.69%
2020-12-03 $0.1800 0.62%
2021-03-04 $0.1800 0.49%
2021-06-03 $0.1800 0.42%
2021-09-02 $0.2100 0.51%
2021-12-02 $0.2100 0.48%
2022-03-03 $0.2100 0.49%
2022-06-02 $0.2100 0.57%
2022-09-01 $0.2200 0.65%
2022-12-01 $0.2200 0.58%
2023-03-02 $0.2200 0.64%
2023-06-01 $0.2200 0.79%
2023-08-31 $0.2400 0.83%
2023-11-30 $0.2400 0.79%
2024-02-29 $0.2400 0.70%
2024-06-07 $0.2400 0.60%
2024-09-06 $0.2600 0.65%
2024-12-06 $0.2600 0.55%
2025-03-07 $0.2600 0.63%
2025-06-06 $0.2600 0.59%
2025-09-05 $0.2800 0.55%
2025-12-05 $0.2800 0.52%
2026-03-06 $0.2800 0.56%
Total 160 payments

Portfolio Dividend Returns

Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
Date Total Yield Tax Trans. Cost Shares Bought
2021-06-03 $45.14 $9.03 $0.07 0.8332
2021-09-02 $52.83 $10.57 $0.08 1.0283
2021-12-02 $53.05 $10.61 $0.08 0.9435
2022-03-03 $53.25 $10.65 $0.08 1.0005
2022-06-02 $53.46 $10.69 $0.09 1.1629
2022-09-01 $56.26 $11.25 $0.09 1.3420
2022-12-01 $56.55 $11.31 $0.09 1.2354
2023-03-02 $56.83 $11.37 $0.09 1.3547
2023-06-01 $57.12 $11.42 $0.09 1.6417
2023-08-31 $62.71 $12.54 $0.10 1.7464
2023-11-30 $63.13 $12.63 $0.10 1.6531
2024-02-29 $63.53 $12.71 $0.10 1.4693
2024-06-07 $63.88 $12.78 $0.10 1.2821
2024-09-06 $69.54 $13.91 $0.11 1.4323
2024-12-06 $69.91 $13.98 $0.11 1.1939
2025-03-07 $70.22 $14.04 $0.11 1.3542
2025-06-06 $70.57 $14.11 $0.11 1.2529
2025-09-05 $76.35 $15.27 $0.12 1.2248
2025-12-05 $76.69 $15.34 $0.12 1.1350
2026-03-06 $77.01 $15.40 $0.12 1.2641
Total $1248.02 $249.60 $2.00 25.5503

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.

SW

CAGR 11.60% Total 606.72% Final $70,672
2008-06-17 — 2026-04-14
CHCT

CAGR 4.21% Total 56.70% Final $15,670
2015-05-20 — 2026-04-14
LCNB

CAGR 3.00% Total 118.50% Final $21,850
1999-10-26 — 2026-04-14