Princeton Bancorp, Inc. (BPRN) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$15,204
Total Return
52.04%
CAGR
8.74%
Dividends
$2,190.58
Yield on Cost
21.91%

Rolling Returns

1-Month (21 Trading Days)
Average+0.82%
Median+0.21%
Best+31.29%
Worst-25.34%
% of Windows Positive50.9%
1-Year (252 Trading Days)
Average+6.13%
Median+4.89%
Best+39.55%
Worst-20.50%
% of Windows Positive67.0%
3-Year (756 Trading Days)
Average+21.01%
Median+20.45%
Best+43.93%
Worst+2.27%
% of Windows Positive100.0%

Risk Metrics

Maximum Drawdown -34.60%
Average Drawdown -10.76%
Drawdown Duration 211 Trading Days
Sortino Ratio 0.68
Calmar Ratio 0.25
CVaR (5%) -3.61%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +4.07% (+15.03% ann.) +$406.84 $100.90 $20.18 $0.16
2025 +3.91% +$391.21 $367.27 $73.46 $0.59
2024 -1.29% $129.40 $338.07 $67.61 $0.54
2023 +16.81% +$1680.79 $382.77 $76.55 $0.62
2022 +11.04% +$1104.50 $344.36 $68.87 $0.56
2021 +27.56% +$2755.78 $283.90 $56.77 $0.45
2020 -24.56% $2455.75 $127.69 $25.54 $0.21
2019 +13.45% +$1345.43 $68.21 $13.63 $0.09
2018 -18.69% $1868.61 $8.74 $1.75 $0.0095
2017 partial +5.31% (+9.31% ann.) +$530.51 $0.00 $0.00 $0.00

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Secular stagnation / QE / low inflation / duration bull partial May 31, 2017 – February 19, 2020 -2.81% -1.04% $281.28 $98.46 $19.68 $0.14
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -26.90% -97.20% $2689.77 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 -8.61% -13.48% $860.85 $90.09 $18.02 $0.15
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +36.99% +34.80% +$3698.95 $340.39 $68.07 $0.54
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 +8.84% +9.41% +$884.36 $338.82 $67.77 $0.55
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +23.72% +12.17% +$2372.15 $677.02 $135.40 $1.08
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +0.68% +0.43% +$67.58 $520.11 $104.03 $0.84

Dividend History

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

Date Per Share Yield %
2018-11-02 $0.0300 0.10%
2019-02-07 $0.0300 0.10%
2019-05-09 $0.0300 0.10%
2019-08-08 $0.0300 0.11%
2019-11-05 $0.1000 0.34%
2020-02-05 $0.1000 0.33%
2020-05-14 $0.1000 0.54%
2020-08-13 $0.1000 0.51%
2020-11-12 $0.1000 0.41%
2021-02-11 $0.1200 0.46%
2021-05-06 $0.1800 0.60%
2021-08-05 $0.1800 0.60%
2021-11-04 $0.1800 0.59%
2022-02-10 $0.2500 0.80%
2022-05-05 $0.2500 0.83%
2022-08-04 $0.2500 0.87%
2022-11-03 $0.2500 0.79%
2023-02-09 $0.3000 0.83%
2023-05-08 $0.3000 1.15%
2023-08-08 $0.3000 0.99%
2023-11-10 $0.3000 0.95%
2024-02-08 $0.3000 0.96%
2024-05-09 $0.3000 0.99%
2024-08-09 $0.3000 0.83%
2024-11-05 $0.3000 0.83%
2025-02-05 $0.3000 0.93%
2025-05-06 $0.3000 0.97%
2025-08-06 $0.3000 0.98%
2025-11-07 $0.3500 1.05%
2026-02-04 $0.3500 0.92%
Total 30 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
2021-05-06 $66.45 $13.29 $0.11 1.7514
2021-08-05 $66.76 $13.36 $0.11 1.7522
2021-11-04 $67.07 $13.41 $0.11 1.7762
2022-02-10 $93.61 $18.72 $0.15 2.3923
2022-05-05 $94.21 $18.84 $0.15 2.5444
2022-08-04 $94.84 $18.97 $0.15 2.6699
2022-11-03 $95.51 $19.10 $0.15 2.4207
2023-02-09 $115.34 $23.07 $0.19 2.5721
2023-05-08 $116.10 $23.22 $0.19 3.6496
2023-08-08 $117.20 $23.43 $0.19 3.1129
2023-11-10 $118.14 $23.62 $0.19 2.9961
2024-02-08 $119.03 $23.81 $0.19 3.0199
2024-05-09 $119.94 $23.99 $0.19 3.1729
2024-08-09 $120.90 $24.17 $0.19 2.6804
2024-11-05 $121.69 $24.34 $0.20 2.7140
2025-02-05 $122.51 $24.50 $0.20 2.8768
2025-05-06 $123.37 $24.68 $0.20 3.1723
2025-08-06 $124.33 $24.87 $0.20 3.2311
2025-11-07 $146.17 $29.24 $0.23 3.5153
2026-02-04 $147.41 $29.48 $0.23 3.1894
Total $2190.58 $438.12 $3.51 55.2100

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.

WS

CAGR 15.38% Total 40.50% Final $14,050
2023-11-28 — 2026-04-14
ENTG

CAGR 10.38% Total 1171.80% Final $127,180
2000-07-11 — 2026-04-14
NUVL

CAGR 44.18% Total 460.11% Final $56,011
2021-07-29 — 2026-04-14