Bluerock Homes Trust, Inc. (BHM) Stock Total Returns
Growth of $10,000 chart
2022-09-28 to 2026-06-02 to
$
%
%
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Investment Performance
Final Value
$5,089
Total Return
-49.11%
CAGR
-16.78%
Dividends
$770.74
Yield on Cost
7.71%
Rolling Returns
1-Month (21 Trading Days)
| Average | -1.03% |
| Median | -1.41% |
| Best | +34.48% |
| Worst | -25.09% |
| % of Windows Positive | 44.2% |
1-Year (252 Trading Days)
| Average | -13.01% |
| Median | -17.34% |
| Best | +40.77% |
| Worst | -48.61% |
| % of Windows Positive | 31.5% |
3-Year (756 Trading Days)
Risk Metrics
| Maximum Drawdown | -66.14% |
| Average Drawdown | -41.92% |
| Drawdown Duration | 899 Trading Days (Unrecovered) |
| Sortino Ratio | -0.31 |
| Calmar Ratio | -0.25 |
| CVaR (5%) | -5.60% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -5.51% (-12.64% ann.) | $550.54 | $117.14 | $23.43 | $0.19 |
| 2025 | -16.77% | $1677.02 | $381.44 | $76.30 | $0.62 |
| 2024 | -5.15% | $514.65 | $0.00 | $0.00 | $0.00 |
| 2023 | -30.53% | $3053.25 | $469.26 | $93.86 | $0.75 |
| 2022 partial | -1.80% (-6.87% ann.) | $179.72 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Inflation shock / duration crash / aggressive tightening partial | September 28, 2022 – November 9, 2022 | +0.92% | +8.31% | +$92.17 | $0.00 | $0.00 | $0.00 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -35.00% | -20.74% | $3499.74 | $438.79 | $87.76 | $0.70 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 2, 2026 | -22.29% | -13.76% | $2228.93 | $473.23 | $94.66 | $0.76 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2023-12-28 | $1.0000 | 6.67% |
| 2025-03-25 | $0.1250 | 1.03% |
| 2025-06-25 | $0.1250 | 0.98% |
| 2025-09-25 | $0.1250 | 1.08% |
| 2025-12-24 | $0.1250 | 1.32% |
| 2026-03-25 | $0.1250 | 1.02% |
| Total | 6 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2022-09-28 to 2026-06-02. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2023-12-28 | $460.83 | $92.17 | $0.74 | 26.7973 |
| 2025-03-25 | $60.95 | $12.19 | $0.10 | 3.9955 |
| 2025-06-25 | $61.45 | $12.29 | $0.10 | 3.9064 |
| 2025-09-25 | $61.94 | $12.39 | $0.10 | 4.3267 |
| 2025-12-24 | $62.48 | $12.50 | $0.10 | 4.8907 |
| 2026-03-25 | $63.09 | $12.62 | $0.10 | 4.1683 |
| Total | $770.74 | $154.16 | $1.24 | 48.0848 |
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.