Beacon Financial Corporation (BBT) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$11,334
Total Return
13.34%
CAGR
2.54%
Dividends
$1,453.96
Yield on Cost
14.54%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.58% |
| Median | +0.00% |
| Best | +30.61% |
| Worst | -22.91% |
| % of Windows Positive | 50.0% |
1-Year (252 Trading Days)
| Average | +3.43% |
| Median | +2.97% |
| Best | +59.80% |
| Worst | -33.29% |
| % of Windows Positive | 54.6% |
3-Year (756 Trading Days)
| Average | +6.06% |
| Median | +3.14% |
| Best | +63.79% |
| Worst | -21.85% |
| % of Windows Positive | 61.0% |
Risk Metrics
| Maximum Drawdown | -40.39% |
| Average Drawdown | -15.03% |
| Drawdown Duration | 484 Trading Days |
| Sortino Ratio | 0.35 |
| Calmar Ratio | 0.06 |
| CVaR (5%) | -4.17% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +9.04% (+22.77% ann.) | +$903.62 | $246.00 | $49.20 | $0.39 |
| 2025 | -4.83% | $482.55 | $306.36 | $61.28 | $0.49 |
| 2024 | +17.18% | +$1718.34 | $292.76 | $58.55 | $0.47 |
| 2023 | -14.87% | $1486.75 | $242.89 | $48.58 | $0.39 |
| 2022 | +6.76% | +$676.15 | $191.02 | $38.20 | $0.30 |
| 2021 | +68.56% | +$6856.39 | $282.04 | $56.41 | $0.45 |
| 2020 | -45.77% | $4576.92 | $221.72 | $44.35 | $0.35 |
| 2019 | +24.92% | +$2492.13 | $344.34 | $68.87 | $0.55 |
| 2018 | -24.93% | $2493.15 | $242.08 | $48.42 | $0.39 |
| 2017 | +1.17% | +$117.00 | $229.54 | $45.91 | $0.37 |
| 2016 | +29.62% | +$2961.51 | $277.34 | $55.47 | $0.44 |
| 2015 | +11.57% | +$1156.94 | $287.48 | $57.50 | $0.46 |
| 2014 | +0.10% | +$9.94 | $266.41 | $53.28 | $0.42 |
| 2013 | +16.87% | +$1687.33 | $304.32 | $60.86 | $0.49 |
| 2012 | +10.18% | +$1018.36 | $313.85 | $62.77 | $0.50 |
| 2011 | +2.86% | +$286.01 | $296.63 | $59.32 | $0.48 |
| 2010 | +9.75% | +$974.79 | $312.61 | $62.53 | $0.50 |
| 2009 | -31.41% | $3140.68 | $209.13 | $41.83 | $0.34 |
| 2008 | +21.03% | +$2102.88 | $244.16 | $48.83 | $0.39 |
| 2007 | -21.06% | $2105.97 | $174.29 | $34.86 | $0.28 |
| 2006 | +1.18% | +$118.27 | $168.00 | $33.60 | $0.27 |
| 2005 | -8.71% | $871.20 | $140.61 | $28.12 | $0.23 |
| 2004 | +3.73% | +$372.89 | $133.14 | $26.63 | $0.22 |
| 2003 | +55.81% | +$5580.81 | $204.98 | $40.99 | $0.32 |
| 2002 | +18.23% | +$1822.51 | $238.57 | $47.71 | $0.38 |
| 2001 | +31.01% | +$3101.42 | $275.01 | $55.01 | $0.44 |
| 2000 partial | +28.61% (+64.77% ann.) | +$2860.54 | $81.22 | $16.24 | $0.13 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bust / post-bubble disinflation scare partial | June 28, 2000 – October 9, 2002 | +94.23% | +33.79% | +$9422.53 | $735.75 | $147.15 | $1.18 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +42.55% | +7.35% | +$4255.00 | $1154.75 | $230.95 | $1.86 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -35.20% | -26.45% | $3520.35 | $315.11 | $63.02 | $0.50 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +10.86% | +3.10% | +$1086.04 | $1032.80 | $206.57 | $1.65 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +51.39% | +5.63% | +$5139.05 | $3154.06 | $630.83 | $5.04 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -56.62% | -99.99% | $5662.30 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +1.18% | +1.91% | +$118.28 | $278.03 | $55.61 | $0.44 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +80.10% | +74.75% | +$8010.02 | $389.83 | $77.97 | $0.63 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +8.63% | +9.19% | +$863.41 | $135.24 | $27.05 | $0.22 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -6.42% | -3.51% | $641.64 | $421.90 | $84.38 | $0.67 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +9.24% | +5.32% | +$923.54 | $701.25 | $140.25 | $1.12 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2000-11-01 | $0.1000 | 0.68% |
| 2001-02-01 | $0.1000 | 0.59% |
| 2001-05-03 | $0.1100 | 0.63% |
| 2001-08-03 | $0.1100 | 0.57% |
| 2001-11-05 | $0.1100 | 0.58% |
| 2002-02-05 | $0.1200 | 0.56% |
| 2002-05-07 | $0.1200 | 0.52% |
| 2002-08-06 | $0.1200 | 0.50% |
| 2002-11-05 | $0.1200 | 0.48% |
| 2003-02-04 | $0.1200 | 0.52% |
| 2003-05-06 | $0.1200 | 0.45% |
| 2003-08-05 | $0.1200 | 0.40% |
| 2003-11-04 | $0.1200 | 0.33% |
| 2004-02-05 | $0.1200 | 0.32% |
| 2004-05-06 | $0.1200 | 0.36% |
| 2004-08-03 | $0.1200 | 0.32% |
| 2004-11-04 | $0.1200 | 0.32% |
| 2005-02-03 | $0.1200 | 0.34% |
| 2005-05-05 | $0.1200 | 0.37% |
| 2005-08-04 | $0.1400 | 0.42% |
| 2005-11-03 | $0.1400 | 0.41% |
| 2006-02-02 | $0.1400 | 0.42% |
| 2006-05-03 | $0.1400 | 0.41% |
| 2006-08-08 | $0.1400 | 0.40% |
| 2006-11-02 | $0.1400 | 0.39% |
| 2007-02-06 | $0.1400 | 0.41% |
| 2007-05-02 | $0.1400 | 0.44% |
| 2007-08-02 | $0.1500 | 0.56% |
| 2007-11-06 | $0.1500 | 0.57% |
| 2008-02-05 | $0.1500 | 0.64% |
| 2008-05-06 | $0.1600 | 0.61% |
| 2008-07-29 | $0.1600 | 0.62% |
| 2008-11-04 | $0.1600 | 0.60% |
| 2009-02-10 | $0.1600 | 0.64% |
| 2009-05-12 | $0.1600 | 0.72% |
| 2009-08-04 | $0.1600 | 0.70% |
| 2009-11-09 | $0.1600 | 0.82% |
| 2010-02-16 | $0.1600 | 0.90% |
| 2010-05-11 | $0.1600 | 0.78% |
| 2010-08-03 | $0.1600 | 0.79% |
| 2010-11-02 | $0.1600 | 0.83% |
| 2011-02-08 | $0.1600 | 0.72% |
| 2011-05-10 | $0.1600 | 0.76% |
| 2011-08-09 | $0.1600 | 0.81% |
| 2011-11-08 | $0.1700 | 0.88% |
| 2012-02-14 | $0.1700 | 0.76% |
| 2012-05-08 | $0.1700 | 0.75% |
| 2012-08-07 | $0.1700 | 0.76% |
| 2012-11-06 | $0.1800 | 0.78% |
| 2013-02-12 | $0.1800 | 0.73% |
| 2013-05-14 | $0.1800 | 0.67% |
| 2013-08-06 | $0.1800 | 0.68% |
| 2013-11-12 | $0.1800 | 0.70% |
| 2014-02-11 | $0.1800 | 0.73% |
| 2014-05-13 | $0.1800 | 0.75% |
| 2014-08-05 | $0.1800 | 0.75% |
| 2014-11-10 | $0.1800 | 0.70% |
| 2015-02-10 | $0.1900 | 0.73% |
| 2015-05-12 | $0.1900 | 0.68% |
| 2015-08-04 | $0.1900 | 0.65% |
| 2015-11-09 | $0.1900 | 0.63% |
| 2016-02-09 | $0.2000 | 0.76% |
| 2016-05-10 | $0.2000 | 0.76% |
| 2016-08-02 | $0.2000 | 0.76% |
| 2016-11-08 | $0.2000 | 0.67% |
| 2017-02-14 | $0.2100 | 0.59% |
| 2017-05-09 | $0.2100 | 0.56% |
| 2017-08-08 | $0.2100 | 0.59% |
| 2017-11-08 | $0.2100 | 0.57% |
| 2018-02-14 | $0.2200 | 0.60% |
| 2018-05-09 | $0.2200 | 0.57% |
| 2018-08-08 | $0.2200 | 0.53% |
| 2018-11-07 | $0.2200 | 0.64% |
| 2019-02-13 | $0.2300 | 0.79% |
| 2019-05-08 | $0.2300 | 0.77% |
| 2019-08-07 | $0.2300 | 0.77% |
| 2019-11-13 | $0.2300 | 0.70% |
| 2020-02-13 | $0.2400 | 0.83% |
| 2020-06-26 | $0.2400 | 2.24% |
| 2020-09-21 | $0.1200 | 1.17% |
| 2020-12-16 | $0.1200 | 0.65% |
| 2021-03-22 | $0.1200 | 0.51% |
| 2021-06-28 | $0.1200 | 0.43% |
| 2021-08-25 | $0.1200 | 0.46% |
| 2021-11-09 | $0.1200 | 0.42% |
| 2022-02-09 | $0.1200 | 0.39% |
| 2022-05-11 | $0.1200 | 0.48% |
| 2022-08-10 | $0.1200 | 0.41% |
| 2022-11-16 | $0.1800 | 0.58% |
| 2023-02-15 | $0.1800 | 0.59% |
| 2023-05-17 | $0.1800 | 0.93% |
| 2023-08-16 | $0.1800 | 0.82% |
| 2023-11-15 | $0.1800 | 0.83% |
| 2024-03-20 | $0.1800 | 0.83% |
| 2024-06-20 | $0.1800 | 0.84% |
| 2024-09-30 | $0.1800 | 0.67% |
| 2024-11-14 | $0.1800 | 0.58% |
| 2025-02-20 | $0.1800 | 0.62% |
| 2025-05-15 | $0.1800 | 0.68% |
| 2025-08-14 | $0.1800 | 0.69% |
| 2025-11-10 | $0.3230 | 1.22% |
| 2026-02-13 | $0.3230 | 1.06% |
| 2026-05-15 | $0.3230 | 1.14% |
| Total | 103 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-06-03 to 2026-06-03. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-06-28 | $42.83 | $8.57 | $0.07 | 1.2589 |
| 2021-08-25 | $42.98 | $8.60 | $0.07 | 1.3378 |
| 2021-11-09 | $43.14 | $8.63 | $0.07 | 1.2239 |
| 2022-02-09 | $43.29 | $8.66 | $0.07 | 1.1387 |
| 2022-05-11 | $43.42 | $8.68 | $0.07 | 1.3962 |
| 2022-08-10 | $43.59 | $8.72 | $0.07 | 1.1849 |
| 2022-11-16 | $65.60 | $13.12 | $0.10 | 1.7365 |
| 2023-02-15 | $65.91 | $13.18 | $0.11 | 1.7197 |
| 2023-05-17 | $66.22 | $13.24 | $0.11 | 2.5492 |
| 2023-08-16 | $66.68 | $13.34 | $0.11 | 2.4567 |
| 2023-11-15 | $67.12 | $13.43 | $0.11 | 2.4856 |
| 2024-03-20 | $67.57 | $13.51 | $0.11 | 2.4388 |
| 2024-06-20 | $68.01 | $13.60 | $0.11 | 2.5432 |
| 2024-09-30 | $68.46 | $13.69 | $0.11 | 2.0298 |
| 2024-11-14 | $68.83 | $13.77 | $0.11 | 1.7900 |
| 2025-02-20 | $69.15 | $13.83 | $0.11 | 1.9298 |
| 2025-05-15 | $69.50 | $13.90 | $0.11 | 2.0720 |
| 2025-08-14 | $69.87 | $13.98 | $0.11 | 2.1749 |
| 2025-11-10 | $126.08 | $25.22 | $0.20 | 3.8481 |
| 2026-02-13 | $127.33 | $25.47 | $0.20 | 3.3135 |
| 2026-05-15 | $128.40 | $25.68 | $0.20 | 3.7035 |
| Total | $1453.96 | $290.80 | $2.33 | 44.3315 |
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.