Bentley Systems, Incorporated (BSY) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$6,780
Total Return
-32.20%
CAGR
-7.48%
Dividends
$202.17
Yield on Cost
2.02%

Rolling Returns

1-Month (21 Trading Days)
Average-0.06%
Median-0.53%
Best+38.90%
Worst-34.47%
% of Windows Positive47.8%
1-Year (252 Trading Days)
Average+0.45%
Median-2.90%
Best+75.76%
Worst-52.62%
% of Windows Positive45.9%
3-Year (756 Trading Days)
Average+10.25%
Median+3.91%
Best+81.55%
Worst-30.44%
% of Windows Positive58.1%

Risk Metrics

Maximum Drawdown -61.01%
Average Drawdown -32.62%
Drawdown Duration 1147 Trading Days (Unrecovered)
Sortino Ratio -0.05
Calmar Ratio -0.12
CVaR (5%) -5.12%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -12.81% (-38.20% ann.) $1280.59 $18.34 $3.67 $0.03
2025 -17.88% $1787.60 $60.07 $12.01 $0.09
2024 -10.16% $1015.75 $46.06 $9.21 $0.08
2023 +41.66% +$4165.84 $54.19 $10.84 $0.07
2022 -23.33% $2332.54 $24.86 $4.98 $0.03
2021 +19.52% +$1951.77 $29.64 $5.92 $0.03
2020 partial +21.05% (+102.32% ann.) +$2104.63 $8.96 $1.79 $0.01

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Policy bazooka / monetary euphoria partial September 23, 2020 – November 6, 2020 +10.27% +125.16% +$1027.17 $0.00 $0.00 $0.00
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +32.56% +30.66% +$3255.99 $31.74 $6.34 $0.04
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -28.08% -29.53% $2807.91 $25.03 $5.01 $0.03
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +30.84% +15.61% +$3083.73 $106.62 $21.32 $0.16
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 -33.01% -22.54% $3301.38 $82.28 $16.45 $0.12

Dividend History

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

Date Per Share Yield %
2020-12-04 $0.0300 0.09%
2021-03-09 $0.0300 0.07%
2021-06-07 $0.0300 0.05%
2021-08-31 $0.0300 0.05%
2021-12-08 $0.0300 0.06%
2022-03-07 $0.0300 0.08%
2022-06-08 $0.0300 0.08%
2022-09-07 $0.0300 0.09%
2022-11-29 $0.0300 0.08%
2023-02-17 $0.0500 0.12%
2023-06-07 $0.0500 0.10%
2023-08-14 $0.0500 0.11%
2023-12-01 $0.0500 0.10%
2024-03-19 $0.0600 0.12%
2024-06-04 $0.0600 0.12%
2024-09-17 $0.0600 0.12%
2024-12-03 $0.0600 0.12%
2025-03-19 $0.0700 0.17%
2025-06-03 $0.0700 0.15%
2025-09-23 $0.0700 0.13%
2025-12-04 $0.0700 0.16%
2026-03-10 $0.0700 0.17%
Total 22 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
2021-06-07 $6.02 $1.20 $0.0067 0.0770
2021-08-31 $6.02 $1.20 $0.0067 0.0745
2021-12-08 $6.02 $1.21 $0.0067 0.0971
2022-03-07 $6.02 $1.21 $0.0067 0.1306
2022-06-08 $6.03 $1.21 $0.0067 0.1367
2022-09-07 $6.03 $1.21 $0.0067 0.1301
2022-11-29 $6.04 $1.21 $0.0067 0.1285
2023-02-17 $10.07 $2.01 $0.01 0.1965
2023-06-07 $10.07 $2.01 $0.01 0.1634
2023-08-14 $10.08 $2.02 $0.01 0.1706
2023-12-01 $10.09 $2.02 $0.01 0.1521
2024-03-19 $12.12 $2.42 $0.02 0.1929
2024-06-04 $12.13 $2.43 $0.02 0.1953
2024-09-17 $12.14 $2.43 $0.02 0.1934
2024-12-03 $12.15 $2.43 $0.02 0.1961
2025-03-19 $14.19 $2.84 $0.02 0.2697
2025-06-03 $14.21 $2.84 $0.02 0.2381
2025-09-23 $14.23 $2.84 $0.02 0.2173
2025-12-04 $14.25 $2.85 $0.02 0.2678
2026-03-10 $14.26 $2.85 $0.02 0.2922
Total $202.17 $40.43 $0.28 3.5200

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.

APLD

CAGR 59.55% Total 548.87% Final $64,887
2022-04-13 — 2026-04-14
GO

CAGR -18.31% Total -74.82% Final $2,518
2019-06-20 — 2026-04-14
PSMT

CAGR 8.78% Total 1011.94% Final $111,194
1997-09-02 — 2026-04-14