Burford Capital Limited (BUR) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$4,971
Total Return
-50.29%
CAGR
-13.05%
Dividends
$648.48
Yield on Cost
6.48%

Rolling Returns

1-Month (21 Trading Days)
Average-0.27%
Median-1.39%
Best+90.66%
Worst-52.25%
% of Windows Positive43.9%
1-Year (252 Trading Days)
Average+6.64%
Median-2.88%
Best+126.71%
Worst-70.53%
% of Windows Positive44.7%
3-Year (756 Trading Days)
Average+30.94%
Median+29.22%
Best+99.03%
Worst-62.00%
% of Windows Positive95.4%

Risk Metrics

Maximum Drawdown -75.18%
Average Drawdown -22.27%
Drawdown Duration 503 Trading Days (Unrecovered)
Sortino Ratio -0.03
Calmar Ratio -0.17
CVaR (5%) -5.80%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -47.20% (-89.38% ann.) $4719.73 $0.00 $0.00 $0.00
2025 -29.77% $2976.94 $49.42 $9.89 $0.08
2024 -17.67% $1766.76 $80.92 $16.18 $0.13
2023 +92.87% +$9286.80 $154.89 $30.98 $0.25
2022 -21.87% $2186.72 $119.68 $23.94 $0.19
2021 +10.62% +$1061.59 $194.96 $39.00 $0.32
2020 partial -5.66% (-25.28% ann.) $565.85 $0.00 $0.00 $0.00

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Policy bazooka / monetary euphoria partial October 19, 2020 – November 6, 2020 -9.85% -87.82% $985.37 $0.00 $0.00 $0.00
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +6.25% +5.92% +$625.44 $192.38 $38.48 $0.31
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -18.12% -19.12% $1811.56 $121.40 $24.28 $0.19
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +53.75% +26.12% +$5374.83 $214.61 $42.92 $0.34
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 -64.53% -48.35% $6453.08 $94.35 $18.87 $0.15

Dividend History

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

Date Per Share Yield %
2021-05-27 $0.1250 1.06%
2021-11-11 $0.0630 0.57%
2022-05-26 $0.0630 0.77%
2022-11-03 $0.0630 0.77%
2023-05-25 $0.0630 0.48%
2023-11-09 $0.0630 0.48%
2024-05-23 $0.0630 0.45%
2024-11-01 $0.0630 0.47%
2025-05-23 $0.0630 0.48%
Total 9 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
2021-05-27 $126.26 $25.25 $0.21 8.4998
2021-11-11 $64.17 $12.84 $0.10 4.5623
2022-05-26 $64.46 $12.89 $0.10 6.1049
2022-11-03 $64.84 $12.97 $0.10 6.5533
2023-05-25 $65.26 $13.06 $0.10 3.8708
2023-11-09 $65.50 $13.10 $0.10 4.0135
2024-05-23 $65.76 $13.15 $0.10 3.7795
2024-11-01 $65.99 $13.20 $0.10 3.9028
2025-05-23 $66.24 $13.25 $0.10 4.0555
Total $648.48 $129.71 $1.04 45.3425

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.

ATLN

CAGR -61.23% Total -98.76% Final $124.45
2021-08-27 — 2026-04-14
HCAT

CAGR -41.07% Total -97.14% Final $285.93
2019-07-25 — 2026-04-14
REAX

CAGR 24.54% Total 217.28% Final $31,728
2021-01-08 — 2026-04-14