California BanCorp (BCAL) Stock Total Returns

Growth of $10,000 chart

2021-04-14 to 2026-04-14
to
$
%
%
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Investment Performance

Final Value
$12,654
Total Return
26.54%
CAGR
4.82%
Dividends
$136.34
Yield on Cost
1.36%

Rolling Returns

1-Month (21 Trading Days)
Average+0.67%
Median+0.00%
Best+27.76%
Worst-20.51%
% of Windows Positive48.6%
1-Year (252 Trading Days)
Average+3.94%
Median+3.81%
Best+51.98%
Worst-18.34%
% of Windows Positive62.2%
3-Year (756 Trading Days)
Average+4.38%
Median+4.01%
Best+30.08%
Worst-20.78%
% of Windows Positive67.6%

Risk Metrics

Maximum Drawdown -32.26%
Average Drawdown -8.93%
Drawdown Duration 231 Trading Days
Sortino Ratio 0.50
Calmar Ratio 0.15
CVaR (5%) -3.21%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -0.78% (-2.72% ann.) $78.10 $53.56 $10.71 $0.08
2025 +13.35% +$1335.12 $60.46 $12.09 $0.10
2024 -4.67% $466.86 $0.00 $0.00 $0.00
2023 +3.09% +$308.97 $0.00 $0.00 $0.00
2022 +12.27% +$1227.48 $0.00 $0.00 $0.00
2021 +17.57% +$1756.86 $0.00 $0.00 $0.00
2020 +0.00% +$0.00 $0.00 $0.00 $0.00
2019 -3.41% $340.91 $0.00 $0.00 $0.00
2018 -10.51% $1050.85 $0.00 $0.00 $0.00
2017 +28.26% +$2826.09 $0.00 $0.00 $0.00
2016 +38.55% +$3855.42 $0.00 $0.00 $0.00
2015 +27.69% +$2769.22 $0.00 $0.00 $0.00
2014 -7.14% $714.28 $0.00 $0.00 $0.00
2013 +23.89% +$2389.39 $0.00 $0.00 $0.00
2012 -5.83% $583.34 $0.00 $0.00 $0.00
2011 +15.16% +$1516.33 $0.00 $0.00 $0.00
2010 -42.11% $4211.12 $0.00 $0.00 $0.00
2009 -9.55% $954.77 $0.00 $0.00 $0.00
2008 +32.67% +$3266.66 $0.00 $0.00 $0.00
2007 -25.00% $2500.00 $0.00 $0.00 $0.00
2006 +1.01% +$101.01 $0.00 $0.00 $0.00
2005 partial -5.71% (-34.94% ann.) $571.43 $0.00 $0.00 $0.00

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
China-WTO / housing-credit / commodity boom partial November 10, 2005 – October 9, 2007 -14.29% -7.75% $1428.57 $0.00 $0.00 $0.00
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 +10.00% +6.98% +$1000.00 $0.00 $0.00 $0.00
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 -42.93% -15.31% $4292.93 $0.00 $0.00 $0.00
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +114.16% +10.59% +$11415.94 $0.00 $0.00 $0.00
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -27.69% -97.53% $2768.60 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +25.71% +44.52% +$2571.43 $0.00 $0.00 $0.00
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +23.60% +22.26% +$2360.01 $0.00 $0.00 $0.00
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 +5.26% +5.60% +$526.32 $0.00 $0.00 $0.00
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -8.94% -4.93% $893.75 $0.00 $0.00 $0.00
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +27.67% +16.85% +$2767.23 $137.56 $27.51 $0.22

Dividend History

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

Date Per Share Yield %
2025-12-24 $0.1000 0.52%
2026-03-24 $0.1000 0.57%
Total 2 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
2025-12-24 $68.03 $13.61 $0.11 2.8526
2026-03-24 $68.31 $13.66 $0.11 3.1184
Total $136.34 $27.27 $0.21 5.9710

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.

CRUS

CAGR 9.24% Total 2497.98% Final $259,798
1989-06-09 — 2026-04-14
MDWD

CAGR -14.72% Total -85.36% Final $1,464
2014-03-20 — 2026-04-14
TT

CAGR 14.11% Total 43595.10% Final $4,369,510
1980-03-17 — 2026-04-14