Burford Capital Limited (BUR) Stock Total Returns

Growth of $10,000 chart

2021-06-03 to 2026-06-03
to
$
%
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Investment Performance

Final Value
$3,883
Total Return
-61.17%
CAGR
-17.24%
Dividends
$496.96
Yield on Cost
4.97%

Rolling Returns

1-Month (21 Trading Days)
Average-0.40%
Median-1.24%
Best+90.66%
Worst-52.25%
% of Windows Positive44.4%
1-Year (252 Trading Days)
Average+5.36%
Median-2.88%
Best+126.71%
Worst-70.53%
% of Windows Positive44.7%
3-Year (756 Trading Days)
Average+24.45%
Median+27.92%
Best+99.03%
Worst-67.65%
% of Windows Positive88.4%

Risk Metrics

Maximum Drawdown -75.18%
Average Drawdown -21.33%
Drawdown Duration 538 Trading Days (Unrecovered)
Sortino Ratio -0.16
Calmar Ratio -0.23
CVaR (5%) -5.99%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -51.15% (-81.71% ann.) $5114.50 $70.63 $14.12 $0.11
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

about
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 – June 3, 2026 -67.18% -47.96% $6718.26 $141.79 $28.36 $0.22

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%
2026-05-22 $0.0630 1.34%
Total 10 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
2021-11-11 $54.17 $10.84 $0.09 3.8512
2022-05-26 $54.41 $10.88 $0.09 5.1534
2022-11-03 $54.74 $10.95 $0.09 5.5320
2023-05-25 $55.09 $11.02 $0.09 3.2675
2023-11-09 $55.29 $11.06 $0.09 3.3880
2024-05-23 $55.51 $11.10 $0.09 3.1905
2024-11-01 $55.71 $11.14 $0.09 3.2945
2025-05-23 $55.92 $11.19 $0.09 3.4234
2026-05-22 $56.13 $11.22 $0.09 9.8927
Total $496.96 $99.40 $0.79 40.9932

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.

NRG

CAGR 13.59% Total 1657.73% Final $175,773
2003-12-02 — 2026-06-03
WH

CAGR 4.77% Total 45.43% Final $14,543
2018-05-21 — 2026-06-03
ELMD

CAGR 14.88% Total 795.73% Final $89,573
2010-08-13 — 2026-06-03