Braemar Hotels & Resorts Inc. (BHR) Stock Total Returns

Growth of $10,000 chart

2021-06-03 to 2026-06-03
to
$
%
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Investment Performance

Final Value
$4,895
Total Return
-51.05%
CAGR
-13.32%
Dividends
$1,223.67
Yield on Cost
12.24%

Rolling Returns

1-Month (21 Trading Days)
Average-0.09%
Median-0.17%
Best+57.85%
Worst-38.38%
% of Windows Positive48.7%
1-Year (252 Trading Days)
Average-9.00%
Median-12.84%
Best+104.40%
Worst-58.98%
% of Windows Positive33.0%
3-Year (756 Trading Days)
Average-35.58%
Median-34.20%
Best+0.07%
Worst-66.22%
% of Windows Positive0.2%

Risk Metrics

Maximum Drawdown -70.18%
Average Drawdown -41.80%
Drawdown Duration 998 Trading Days (Unrecovered)
Sortino Ratio -0.00
Calmar Ratio -0.19
CVaR (5%) -6.74%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -14.63% (-31.29% ann.) $1463.41 $0.00 $0.00 $0.00
2025 +1.62% +$162.29 $682.76 $136.53 $1.13
2024 +27.58% +$2758.01 $820.96 $164.18 $1.27
2023 -36.06% $3605.94 $494.70 $98.92 $0.77
2022 -18.22% $1821.82 $157.45 $31.50 $0.25
2021 +10.63% +$1062.89 $0.00 $0.00 $0.00
2020 -48.38% $4837.63 $0.00 $0.00 $0.00
2019 +6.25% +$625.17 $731.18 $146.24 $1.17
2018 -3.56% $356.28 $669.86 $133.99 $1.07
2017 -24.97% $2496.62 $477.82 $95.55 $0.78
2016 -3.19% $318.89 $320.75 $64.16 $0.51
2015 -13.92% $1392.17 $205.31 $41.07 $0.32
2014 -4.77% $477.33 $110.31 $22.06 $0.18
2013 partial -8.97% (-46.45% ann.) $897.48 $24.95 $4.99 $0.04

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Secular stagnation / QE / low inflation / duration bull partial November 6, 2013 – February 19, 2020 -49.69% -10.35% $4968.78 $1633.03 $326.62 $2.61
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -77.79% -100.00% $7779.11 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +65.77% +125.53% +$6577.20 $0.00 $0.00 $0.00
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +26.85% +25.31% +$2684.94 $0.00 $0.00 $0.00
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -17.25% -18.21% $1724.68 $68.93 $13.79 $0.11
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -12.15% -6.75% $1215.50 $910.79 $182.14 $1.41
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – June 3, 2026 -14.38% -8.70% $1438.33 $996.40 $199.25 $1.63

Dividend History

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

Date Per Share Yield %
2013-12-27 $0.0495 0.28%
2014-03-27 $0.0495 0.34%
2014-06-26 $0.0495 0.29%
2014-09-26 $0.0495 0.33%
2014-12-29 $0.0495 0.29%
2015-03-27 $0.0495 0.30%
2015-06-26 $0.0990 0.66%
2015-09-28 $0.0990 0.70%
2015-12-29 $0.0990 0.68%
2016-03-29 $0.0990 0.97%
2016-06-28 $0.1188 0.84%
2016-09-28 $0.1188 0.85%
2016-12-28 $0.1188 0.88%
2017-03-29 $0.1584 1.54%
2017-06-28 $0.1584 1.54%
2017-09-28 $0.1584 1.68%
2017-12-28 $0.1584 1.63%
2018-03-28 $0.1584 1.69%
2018-06-28 $0.1584 1.44%
2018-09-27 $0.1584 1.38%
2018-12-28 $0.1584 1.83%
2019-03-28 $0.1584 1.27%
2019-06-27 $0.1584 1.69%
2019-09-27 $0.1584 1.67%
2019-12-30 $0.1600 1.73%
2022-03-30 $0.0100 0.16%
2022-06-29 $0.0100 0.22%
2022-09-29 $0.0100 0.22%
2022-12-29 $0.0500 1.25%
2023-03-30 $0.0500 1.31%
2023-06-29 $0.0500 1.28%
2023-09-28 $0.0500 1.82%
2023-12-28 $0.0500 1.91%
2024-03-27 $0.0500 2.50%
2024-06-28 $0.0500 2.01%
2024-09-30 $0.0500 1.52%
2024-12-31 $0.0500 1.58%
2025-03-31 $0.0500 1.90%
2025-06-30 $0.0500 1.92%
2025-09-30 $0.0500 1.79%
2025-12-31 $0.0500 1.72%
Total 41 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
2022-03-30 $16.59 $3.31 $0.03 2.1356
2022-06-29 $16.61 $3.33 $0.03 3.0689
2022-09-29 $16.64 $3.33 $0.03 3.1252
2022-12-29 $83.33 $16.67 $0.13 16.2280
2023-03-30 $84.16 $16.83 $0.13 17.9154
2023-06-29 $85.04 $17.01 $0.13 16.9321
2023-09-28 $85.89 $17.17 $0.13 24.2310
2023-12-28 $87.09 $17.41 $0.13 27.0588
2024-03-27 $88.45 $17.68 $0.13 35.1349
2024-06-28 $90.21 $18.05 $0.13 28.2446
2024-09-30 $91.62 $18.32 $0.13 23.6736
2024-12-31 $92.80 $18.56 $0.16 24.6988
2025-03-31 $94.05 $18.80 $0.16 30.1536
2025-06-30 $95.54 $19.12 $0.16 31.1372
2025-09-30 $97.12 $19.41 $0.16 28.3989
2025-12-31 $98.53 $19.71 $0.16 27.4086
Total $1223.67 $244.71 $1.95 339.5450

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.

LAW

CAGR -38.39% Total -90.54% Final $946.34
2021-07-21 — 2026-06-03
SSTI

CAGR -6.85% Total -47.15% Final $5,285
2017-06-07 — 2026-06-03
CELC

CAGR 23.39% Total 522.46% Final $62,246
2017-09-20 — 2026-06-03