Bentley Systems, Incorporated (BSY) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$5,509
Total Return
-44.91%
CAGR
-11.24%
Dividends
$178.87
Yield on Cost
1.79%
Rolling Returns
1-Month (21 Trading Days)
| Average | -0.64% |
| Median | -0.94% |
| Best | +26.34% |
| Worst | -34.47% |
| % of Windows Positive | 45.5% |
1-Year (252 Trading Days)
| Average | +0.50% |
| Median | -2.90% |
| Best | +75.76% |
| Worst | -52.62% |
| % of Windows Positive | 45.9% |
3-Year (756 Trading Days)
| Average | +8.32% |
| Median | +1.89% |
| Best | +81.55% |
| Worst | -30.44% |
| % of Windows Positive | 52.9% |
Risk Metrics
| Maximum Drawdown | -61.01% |
| Average Drawdown | -34.03% |
| Drawdown Duration | 1182 Trading Days (Unrecovered) |
| Sortino Ratio | -0.21 |
| Calmar Ratio | -0.18 |
| CVaR (5%) | -5.15% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -14.27% (-30.58% ann.) | $1426.58 | $36.71 | $7.34 | $0.05 |
| 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
about| 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 – June 3, 2026 | -34.14% | -21.71% | $3413.54 | $96.40 | $19.28 | $0.14 |
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% |
| 2026-06-02 | $0.0700 | 0.20% |
| Total | 23 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 |
|---|---|---|---|---|
| 2021-06-07 | $4.97 | $0.99 | $0.0055 | 0.0636 |
| 2021-08-31 | $4.97 | $0.99 | $0.0055 | 0.0616 |
| 2021-12-08 | $4.98 | $1.00 | $0.0055 | 0.0803 |
| 2022-03-07 | $4.98 | $1.00 | $0.0055 | 0.1079 |
| 2022-06-08 | $4.98 | $1.00 | $0.0055 | 0.1130 |
| 2022-09-07 | $4.98 | $1.00 | $0.0055 | 0.1075 |
| 2022-11-29 | $4.99 | $1.00 | $0.0055 | 0.1062 |
| 2023-02-17 | $8.32 | $1.66 | $0.01 | 0.1624 |
| 2023-06-07 | $8.32 | $1.66 | $0.01 | 0.1350 |
| 2023-08-14 | $8.33 | $1.67 | $0.01 | 0.1410 |
| 2023-12-01 | $8.34 | $1.67 | $0.01 | 0.1257 |
| 2024-03-19 | $10.02 | $2.00 | $0.02 | 0.1594 |
| 2024-06-04 | $10.03 | $2.01 | $0.02 | 0.1614 |
| 2024-09-17 | $10.03 | $2.01 | $0.02 | 0.1598 |
| 2024-12-03 | $10.04 | $2.01 | $0.02 | 0.1621 |
| 2025-03-19 | $11.73 | $2.34 | $0.02 | 0.2229 |
| 2025-06-03 | $11.74 | $2.35 | $0.02 | 0.1968 |
| 2025-09-23 | $11.76 | $2.35 | $0.02 | 0.1796 |
| 2025-12-04 | $11.77 | $2.36 | $0.02 | 0.2213 |
| 2026-03-10 | $11.78 | $2.36 | $0.02 | 0.2415 |
| 2026-06-02 | $11.81 | $2.36 | $0.02 | 0.2772 |
| Total | $178.87 | $35.77 | $0.25 | 3.1859 |
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.