Bassett Furniture Industries, Incorporated (BSET) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$7,111
Total Return
-28.89%
CAGR
-6.59%
Dividends
$2,096.06
Yield on Cost
20.96%

Rolling Returns

1-Month (21 Trading Days)
Average-0.38%
Median-1.49%
Best+48.12%
Worst-25.26%
% of Windows Positive42.8%
1-Year (252 Trading Days)
Average+0.48%
Median-1.51%
Best+52.82%
Worst-50.43%
% of Windows Positive47.1%
3-Year (756 Trading Days)
Average-8.51%
Median-5.23%
Best+27.16%
Worst-54.39%
% of Windows Positive34.3%

Risk Metrics

Maximum Drawdown -61.83%
Average Drawdown -46.60%
Drawdown Duration 1240 Trading Days (Unrecovered)
Sortino Ratio 0.06
Calmar Ratio -0.11
CVaR (5%) -5.06%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -11.42% (-34.67% ann.) $1141.53 $119.33 $23.87 $0.19
2025 +26.14% +$2613.82 $587.13 $117.43 $0.94
2024 -13.05% $1304.95 $465.10 $93.02 $0.74
2023 -1.24% $124.03 $396.10 $79.22 $0.63
2022 +13.43% +$1342.71 $1280.08 $256.02 $2.05
2021 -14.92% $1491.62 $265.65 $53.13 $0.43
2020 +25.87% +$2586.60 $430.93 $86.19 $0.69
2019 -14.58% $1458.19 $251.78 $50.36 $0.40
2018 -45.89% $4588.63 $125.62 $25.12 $0.20
2017 +25.88% +$2588.01 $255.09 $51.02 $0.41
2016 +23.64% +$2363.73 $273.16 $54.63 $0.44
2015 +30.44% +$3043.88 $278.41 $55.68 $0.45
2014 +30.67% +$3066.64 $317.16 $63.43 $0.51
2013 +25.35% +$2534.87 $339.59 $67.92 $0.54
2012 +83.77% +$8377.10 $1963.67 $392.73 $3.14
2011 +89.77% +$8976.63 $1428.93 $285.79 $2.29
2010 +20.69% +$2068.97 $0.00 $0.00 $0.00
2009 +3.88% +$388.05 $0.00 $0.00 $0.00
2008 -59.84% $5984.07 $1661.35 $332.27 $2.66
2007 -39.89% $3988.69 $497.84 $99.57 $0.80
2006 -8.40% $839.93 $438.16 $87.63 $0.70
2005 -2.52% $251.75 $412.86 $82.57 $0.66
2004 +22.98% +$2297.82 $490.67 $98.13 $0.78
2003 +20.86% +$2086.34 $569.53 $113.90 $0.91
2002 +6.48% +$648.31 $579.19 $115.84 $0.92
2001 +30.06% +$3006.43 $722.87 $144.57 $1.16
2000 -26.11% $2611.10 $509.18 $101.84 $0.82
1999 -31.61% $3160.89 $335.20 $67.04 $0.54
1998 -17.77% $1776.71 $268.84 $53.77 $0.43
1997 +25.54% +$2553.53 $329.72 $65.94 $0.53
1996 +8.20% +$820.31 $347.38 $69.48 $0.56
1995 -16.41% $1641.10 $283.11 $56.62 $0.45
1994 -16.75% $1674.75 $230.49 $46.10 $0.37
1993 +1.22% +$122.14 $224.13 $44.83 $0.36
1992 +83.22% +$8322.39 $242.28 $48.46 $0.39
1991 +11.03% +$1103.03 $150.80 $30.16 $0.24
1990 -6.07% $607.02 $278.23 $55.64 $0.45
1989 -4.93% $492.65 $277.95 $55.59 $0.44
1988 +19.55% +$1954.68 $151.97 $30.40 $0.24
1987 -12.47% $1246.94 $21.19 $4.24 $0.03
1986 -3.51% $351.44 $0.00 $0.00 $0.00
1985 +11.79% +$1178.57 $0.00 $0.00 $0.00
1984 -24.73% $2473.12 $0.00 $0.00 $0.00
1983 +45.31% +$4531.25 $0.00 $0.00 $0.00
1982 +72.04% +$7204.30 $0.00 $0.00 $0.00
1981 +24.00% +$2400.00 $0.00 $0.00 $0.00
1980 partial +13.64% (+17.53% ann.) +$1363.64 $0.00 $0.00 $0.00

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Dot-com bubble / TMT mania August 9, 1995 – March 10, 2000 -35.82% -9.22% $3582.24 $1579.51 $315.90 $2.53
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 +10.72% +4.03% +$1071.62 $1526.52 $305.31 $2.44
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +2.38% +0.47% +$237.90 $3526.75 $705.34 $5.65
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -91.47% -82.49% $9146.70 $1686.83 $337.36 $2.70
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +1403.89% +123.22% +$140389.26 $8124.42 $1624.89 $12.97
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +11.64% +1.47% +$1163.85 $5010.94 $1002.19 $8.01
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -46.86% -99.93% $4686.31 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 25, 2020 – November 6, 2020 +148.25% +334.71% +$14824.86 $329.58 $65.92 $0.53
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +16.66% +15.74% +$1665.95 $631.23 $126.25 $1.01
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 +31.42% +33.66% +$3142.14 $1408.59 $281.72 $2.25
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -19.18% -10.85% $1918.25 $681.24 $136.25 $1.09
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +5.70% +3.60% +$569.97 $833.10 $166.62 $1.33

Dividend History

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

Date Per Share Yield %
1987-08-07 $0.0427 0.16%
1988-05-11 $0.1333 0.71%
1988-08-10 $0.1333 0.68%
1989-02-09 $0.1733 0.84%
1989-05-10 $0.1333 0.67%
1989-08-10 $0.1333 0.65%
1989-11-07 $0.1333 0.69%
1990-02-12 $0.1333 0.70%
1990-05-11 $0.1333 0.69%
1990-08-15 $0.1333 0.74%
1990-11-16 $0.1333 0.84%
1991-02-14 $0.1333 0.68%
1991-11-12 $0.1333 0.74%
1992-02-12 $0.1333 0.56%
1992-05-13 $0.1680 0.57%
1992-08-10 $0.1680 0.53%
1993-02-10 $0.1840 0.45%
1993-05-11 $0.2000 0.54%
1993-08-13 $0.2000 0.64%
1993-11-19 $0.2000 0.60%
1994-02-10 $0.2000 0.65%
1994-05-12 $0.2000 0.78%
1994-08-12 $0.2000 0.68%
1994-11-10 $0.2000 0.66%
1995-02-21 $0.2000 0.71%
1995-05-11 $0.2000 0.68%
1995-08-16 $0.2000 0.81%
1995-11-14 $0.2000 0.86%
1996-02-29 $0.2000 0.78%
1996-05-23 $0.2000 0.78%
1996-08-19 $0.2000 0.86%
1996-11-14 $0.2000 0.89%
1997-02-27 $0.2000 0.82%
1997-05-20 $0.2000 0.82%
1997-08-20 $0.2000 0.72%
1997-11-13 $0.2000 0.73%
1998-02-11 $0.2000 0.72%
1998-05-13 $0.2000 0.63%
1998-08-13 $0.2000 0.71%
1998-11-12 $0.2000 0.80%
1999-02-19 $0.2000 0.95%
1999-05-13 $0.2000 0.89%
1999-08-13 $0.2000 0.86%
1999-11-12 $0.2000 1.15%
2000-02-14 $0.2000 1.51%
2000-05-15 $0.2000 1.45%
2000-08-15 $0.2000 1.44%
2000-11-15 $0.2000 1.62%
2001-02-13 $0.2000 1.34%
2001-05-15 $0.2000 1.40%
2001-08-15 $0.2000 1.29%
2001-11-14 $0.2000 1.40%
2002-02-13 $0.2000 1.26%
2002-05-15 $0.2000 1.01%
2002-08-14 $0.2000 1.43%
2002-11-13 $0.2000 1.43%
2003-02-10 $0.2000 1.54%
2003-05-14 $0.2000 1.69%
2003-08-13 $0.2000 1.45%
2003-11-12 $0.2000 1.22%
2004-02-11 $0.2000 0.87%
2004-05-13 $0.2000 1.18%
2004-08-13 $0.2000 1.08%
2004-11-10 $0.2000 1.07%
2005-02-10 $0.2000 1.10%
2005-05-12 $0.2000 1.06%
2005-08-15 $0.2000 1.03%
2005-11-10 $0.2000 1.02%
2006-02-09 $0.2000 1.06%
2006-05-11 $0.2000 1.09%
2006-08-14 $0.2000 1.19%
2006-11-13 $0.2000 1.22%
2007-02-08 $0.2000 1.26%
2007-05-14 $0.2000 1.47%
2007-08-15 $0.2000 1.58%
2007-11-14 $0.2000 1.99%
2008-02-13 $0.2000 1.63%
2008-05-14 $0.2250 1.77%
2008-07-14 $0.7500 6.21%
2008-08-13 $0.2250 1.90%
2008-11-13 $0.1000 2.52%
2011-05-12 $0.0300 0.35%
2011-08-11 $0.0300 0.42%
2011-11-10 $0.0350 0.46%
2011-12-21 $0.5000 6.19%
2012-02-13 $0.0500 0.61%
2012-05-11 $0.0500 0.47%
2012-08-13 $0.0500 0.42%
2012-10-10 $1.2500 9.62%
2012-11-13 $0.0500 0.44%
2013-02-13 $0.0500 0.36%
2013-05-13 $0.0500 0.36%
2013-08-13 $0.0600 0.37%
2013-11-13 $0.0600 0.45%
2013-12-06 $0.2000 1.33%
2014-02-12 $0.0600 0.43%
2014-05-13 $0.0600 0.42%
2014-08-13 $0.0800 0.53%
2014-11-12 $0.0800 0.43%
2014-12-03 $0.2000 1.07%
2015-02-11 $0.0800 0.31%
2015-05-13 $0.0800 0.29%
2015-08-12 $0.0900 0.28%
2015-11-10 $0.0900 0.29%
2015-12-02 $0.2000 0.65%
2016-02-10 $0.0900 0.32%
2016-05-11 $0.0900 0.31%
2016-08-10 $0.1000 0.39%
2016-11-08 $0.1000 0.42%
2016-11-30 $0.3000 1.01%
2017-02-08 $0.1000 0.38%
2017-05-10 $0.1000 0.32%
2017-08-09 $0.1100 0.30%
2017-11-09 $0.1100 0.29%
2017-11-30 $0.3500 0.91%
2018-02-08 $0.1100 0.33%
2018-05-10 $0.1100 0.40%
2018-08-09 $0.1250 0.53%
2018-11-08 $0.1250 0.63%
2019-02-14 $0.1250 0.67%
2019-05-16 $0.1250 0.73%
2019-08-15 $0.1250 1.00%
2019-11-14 $0.1250 0.79%
2020-02-13 $0.1250 1.11%
2020-08-13 $0.2050 2.25%
2020-11-12 $0.1250 0.84%
2020-12-11 $0.2500 1.30%
2021-02-11 $0.1250 0.57%
2021-05-13 $0.1250 0.40%
2021-08-12 $0.1400 0.57%
2021-11-10 $0.1400 0.77%
2022-02-10 $0.1400 0.79%
2022-03-22 $1.5000 7.34%
2022-05-12 $0.1400 0.89%
2022-08-11 $0.1600 0.76%
2022-11-09 $0.1600 0.85%
2023-02-09 $0.1600 0.84%
2023-05-11 $0.1600 1.14%
2023-08-10 $0.1800 1.03%
2023-11-09 $0.1800 1.18%
2024-02-15 $0.1800 1.16%
2024-05-16 $0.1800 1.27%
2024-08-16 $0.2000 1.56%
2024-11-15 $0.2000 1.32%
2025-02-14 $0.2000 1.35%
2025-05-16 $0.2000 1.14%
2025-08-15 $0.2000 1.20%
2025-11-14 $0.2000 1.36%
2026-02-13 $0.2000 1.23%
Total 149 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
2021-05-13 $48.02 $9.60 $0.08 1.2649
2021-08-12 $53.96 $10.79 $0.09 1.8209
2021-11-10 $54.22 $10.84 $0.09 2.3692
2022-02-10 $54.55 $10.91 $0.09 2.5394
2022-03-22 $588.25 $117.65 $0.94 25.7771
2022-05-12 $58.51 $11.70 $0.09 2.9567
2022-08-11 $67.34 $13.47 $0.11 2.5751
2022-11-09 $67.76 $13.55 $0.11 2.9561
2023-02-09 $68.23 $13.65 $0.11 2.9240
2023-05-11 $68.70 $13.74 $0.11 3.9459
2023-08-10 $77.99 $15.60 $0.12 3.5995
2023-11-09 $78.64 $15.73 $0.13 4.0300
2024-02-15 $79.37 $15.87 $0.13 4.0961
2024-05-16 $80.11 $16.02 $0.13 4.5262
2024-08-16 $89.91 $17.98 $0.14 5.6523
2024-11-15 $91.04 $18.21 $0.15 4.9752
2025-02-14 $92.04 $18.41 $0.15 4.8248
2025-05-16 $93.00 $18.60 $0.15 4.2920
2025-08-15 $93.86 $18.77 $0.15 4.5555
2025-11-14 $94.77 $18.95 $0.15 5.1333
2026-02-13 $95.80 $19.16 $0.15 4.7833
Total $2096.06 $419.21 $3.35 99.5976

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.

TLN

CAGR 101.36% Total 643.57% Final $74,357
2023-06-02 — 2026-04-14
COF

CAGR 13.26% Total 4898.88% Final $499,888
1994-11-16 — 2026-04-14
LXEO

CAGR -15.44% Total -33.63% Final $6,637
2023-11-03 — 2026-04-14