Burke & Herbert Financial Services Corp. (BHRB) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$14,220
Total Return
42.20%
CAGR
7.30%
Dividends
$2,274.12
Yield on Cost
22.74%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.04% |
| Median | +0.10% |
| Best | +43.73% |
| Worst | -36.82% |
| % of Windows Positive | 50.4% |
1-Year (252 Trading Days)
| Average | +9.65% |
| Median | +8.27% |
| Best | +76.66% |
| Worst | -41.83% |
| % of Windows Positive | 67.7% |
3-Year (756 Trading Days)
| Average | +14.44% |
| Median | +16.11% |
| Best | +47.18% |
| Worst | -20.24% |
| % of Windows Positive | 76.0% |
Risk Metrics
| Maximum Drawdown | -47.98% |
| Average Drawdown | -18.62% |
| Drawdown Duration | 758 Trading Days (Unrecovered) |
| Sortino Ratio | 0.56 |
| Calmar Ratio | 0.15 |
| CVaR (5%) | -4.76% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +0.99% (+2.36% ann.) | +$98.83 | $177.10 | $35.42 | $0.28 |
| 2025 | +2.83% | +$283.14 | $356.58 | $71.32 | $0.57 |
| 2024 | +2.05% | +$205.30 | $344.19 | $68.84 | $0.55 |
| 2023 | -8.50% | $850.22 | $302.59 | $60.51 | $0.48 |
| 2022 | +32.46% | +$3245.61 | $390.02 | $78.00 | $0.62 |
| 2021 | +32.95% | +$3294.93 | $474.49 | $94.89 | $0.76 |
| 2020 | -20.94% | $2093.96 | $362.13 | $72.43 | $0.58 |
| 2019 | -21.95% | $2195.40 | $274.65 | $54.93 | $0.44 |
| 2018 | +14.47% | +$1446.62 | $307.37 | $61.47 | $0.49 |
| 2017 | +34.19% | +$3419.49 | $377.09 | $75.41 | $0.61 |
| 2016 | +1.82% | +$181.58 | $367.77 | $73.56 | $0.60 |
| 2015 | +4.59% | +$459.17 | $373.92 | $74.78 | $0.61 |
| 2014 | -5.47% | $547.04 | $343.70 | $68.74 | $0.54 |
| 2013 | +0.26% | +$26.10 | $168.83 | $33.77 | $0.27 |
| 2012 | -0.36% | $35.54 | $241.55 | $48.31 | $0.40 |
| 2011 | +0.37% | +$37.30 | $324.87 | $64.97 | $0.52 |
| 2010 | +30.63% | +$3062.55 | $402.14 | $80.42 | $0.65 |
| 2009 | +10.84% | +$1083.61 | $383.99 | $76.80 | $0.61 |
| 2008 | +35.37% | +$3536.75 | $393.28 | $78.65 | $0.63 |
| 2007 | -23.41% | $2341.29 | $117.64 | $23.53 | $0.19 |
| 2006 | -15.00% | $1500.00 | $0.00 | $0.00 | $0.00 |
| 2005 | +0.00% | +$0.00 | $0.00 | $0.00 | $0.00 |
| 2004 | -5.29% | $528.72 | $75.29 | $15.06 | $0.12 |
| 2003 partial | +6.20% (+29.48% ann.) | +$619.69 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| China-WTO / housing-credit / commodity boom partial | October 7, 2003 – October 9, 2007 | -35.12% | -10.24% | $3512.45 | $79.96 | $15.99 | $0.13 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | +3.92% | +2.76% | +$391.58 | $648.98 | $129.80 | $1.03 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +90.45% | +21.03% | +$9045.46 | $1914.03 | $382.79 | $3.09 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +18.76% | +2.30% | +$1875.98 | $2648.11 | $529.62 | $4.26 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -24.31% | -95.84% | $2431.15 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +1.87% | +3.03% | +$187.41 | $236.30 | $47.26 | $0.38 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +37.71% | +35.47% | +$3771.45 | $596.80 | $119.36 | $0.95 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +23.12% | +24.71% | +$2311.61 | $288.07 | $57.61 | $0.46 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +7.22% | +3.83% | +$722.05 | $674.31 | $134.86 | $1.08 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -0.35% | -0.20% | $34.75 | $601.03 | $120.21 | $0.96 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2004-05-27 | $0.4000 | 0.79% |
| 2007-12-11 | $0.5000 | 1.57% |
| 2008-03-05 | $0.2500 | 0.78% |
| 2008-06-04 | $0.2750 | 0.87% |
| 2008-08-15 | $0.3000 | 0.90% |
| 2008-11-13 | $0.4250 | 1.16% |
| 2009-02-11 | $0.3000 | 0.92% |
| 2009-05-13 | $0.3750 | 1.11% |
| 2009-08-12 | $0.4250 | 1.10% |
| 2009-11-18 | $0.5000 | 1.17% |
| 2010-02-11 | $0.4500 | 1.00% |
| 2010-05-13 | $0.4500 | 0.92% |
| 2010-08-11 | $0.4500 | 0.80% |
| 2010-11-10 | $0.4500 | 0.85% |
| 2011-02-16 | $0.4250 | 0.78% |
| 2011-05-17 | $0.4375 | 0.74% |
| 2011-08-10 | $0.4630 | 0.78% |
| 2011-11-10 | $0.5245 | 0.93% |
| 2012-02-13 | $0.4250 | 0.76% |
| 2012-05-11 | $0.4500 | 0.80% |
| 2012-08-13 | $0.4750 | 0.85% |
| 2013-05-13 | $0.4500 | 0.83% |
| 2013-08-13 | $0.4750 | 0.88% |
| 2014-02-12 | $0.4250 | 0.79% |
| 2014-05-14 | $0.4500 | 0.82% |
| 2014-08-13 | $0.4750 | 0.88% |
| 2014-11-12 | $0.5000 | 0.99% |
| 2015-02-11 | $0.4250 | 0.85% |
| 2015-05-13 | $0.4500 | 0.82% |
| 2015-08-12 | $0.4750 | 0.86% |
| 2015-11-10 | $0.5000 | 0.93% |
| 2016-02-11 | $0.4375 | 0.89% |
| 2016-05-12 | $0.4375 | 0.91% |
| 2016-08-11 | $0.4375 | 0.91% |
| 2016-11-10 | $0.5375 | 1.12% |
| 2017-02-13 | $0.4500 | 0.86% |
| 2017-05-11 | $0.4500 | 0.86% |
| 2017-08-11 | $0.4500 | 0.80% |
| 2017-11-14 | $0.5250 | 0.89% |
| 2018-02-14 | $0.4750 | 0.69% |
| 2018-05-14 | $0.4750 | 0.68% |
| 2018-08-14 | $0.5000 | 0.70% |
| 2018-11-14 | $0.5500 | 0.76% |
| 2019-02-14 | $0.5000 | 0.68% |
| 2019-05-14 | $0.5000 | 0.71% |
| 2019-08-14 | $0.5000 | 0.83% |
| 2019-11-14 | $0.5000 | 0.88% |
| 2020-02-13 | $0.5000 | 0.91% |
| 2020-05-14 | $0.5000 | 1.08% |
| 2020-08-13 | $0.5000 | 1.26% |
| 2020-11-12 | $0.5000 | 1.18% |
| 2021-02-12 | $0.5000 | 1.10% |
| 2021-05-13 | $0.5000 | 1.00% |
| 2021-08-13 | $0.5000 | 0.93% |
| 2021-11-12 | $0.5000 | 0.90% |
| 2022-02-14 | $0.5300 | 0.97% |
| 2022-05-13 | $0.5300 | 1.00% |
| 2022-08-12 | $0.5300 | 1.03% |
| 2022-11-17 | $0.5300 | 0.65% |
| 2023-02-14 | $0.5300 | 0.73% |
| 2023-05-12 | $0.5300 | 0.69% |
| 2023-08-14 | $0.5300 | 0.98% |
| 2023-11-14 | $0.5300 | 1.18% |
| 2024-02-14 | $0.5300 | 0.99% |
| 2024-05-14 | $0.5300 | 1.07% |
| 2024-08-15 | $0.5300 | 0.87% |
| 2024-11-15 | $0.5500 | 0.79% |
| 2025-02-14 | $0.5500 | 0.85% |
| 2025-05-15 | $0.5500 | 0.96% |
| 2025-08-15 | $0.5500 | 0.91% |
| 2025-11-14 | $0.5500 | 0.89% |
| 2026-02-13 | $0.5500 | 0.80% |
| 2026-05-15 | $0.5500 | 0.88% |
| Total | 73 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 |
|---|---|---|---|---|
| 2021-08-13 | $99.21 | $19.84 | $0.16 | 1.4401 |
| 2021-11-12 | $99.92 | $19.99 | $0.16 | 1.4401 |
| 2022-02-14 | $106.69 | $21.34 | $0.17 | 1.5487 |
| 2022-05-13 | $107.51 | $21.50 | $0.17 | 1.6044 |
| 2022-08-12 | $108.35 | $21.67 | $0.18 | 1.6880 |
| 2022-11-17 | $109.25 | $21.85 | $0.18 | 1.2827 |
| 2023-02-14 | $109.93 | $21.99 | $0.18 | 1.2040 |
| 2023-05-12 | $110.57 | $22.11 | $0.18 | 1.1472 |
| 2023-08-14 | $111.18 | $22.23 | $0.18 | 1.6474 |
| 2023-11-14 | $112.05 | $22.41 | $0.18 | 1.9006 |
| 2024-02-14 | $113.06 | $22.61 | $0.18 | 1.6050 |
| 2024-05-14 | $113.91 | $22.78 | $0.18 | 1.7973 |
| 2024-08-15 | $114.86 | $22.97 | $0.18 | 1.4696 |
| 2024-11-15 | $120.00 | $24.00 | $0.19 | 1.3926 |
| 2025-02-14 | $120.77 | $24.15 | $0.19 | 1.5045 |
| 2025-05-15 | $121.59 | $24.32 | $0.20 | 1.6477 |
| 2025-08-15 | $122.50 | $24.50 | $0.20 | 1.6394 |
| 2025-11-14 | $123.41 | $24.68 | $0.20 | 1.6068 |
| 2026-02-13 | $124.29 | $24.86 | $0.20 | 1.4542 |
| 2026-05-15 | $125.09 | $25.02 | $0.20 | 1.6247 |
| Total | $2274.12 | $454.83 | $3.64 | 30.6450 |
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.