BV Financial, Inc. (BVFL) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$16,869
Total Return
68.69%
CAGR
11.03%
Dividends
$0.00
Yield on Cost
0.00%

Rolling Returns

1-Month (21 Trading Days)
Average+1.26%
Median+1.16%
Best+40.00%
Worst-33.57%
% of Windows Positive60.7%
1-Year (252 Trading Days)
Average+10.65%
Median+12.61%
Best+69.27%
Worst-45.51%
% of Windows Positive69.5%
3-Year (756 Trading Days)
Average+11.46%
Median+13.65%
Best+36.94%
Worst-18.29%
% of Windows Positive81.4%

Risk Metrics

Maximum Drawdown -57.57%
Average Drawdown -25.02%
Drawdown Duration 790 Trading Days (Unrecovered)
Sortino Ratio 0.77
Calmar Ratio 0.19
CVaR (5%) -4.29%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +10.86% (+43.63% ann.) +$1086.00 $0.00 $0.00 $0.00
2025 +5.34% +$534.26 $0.00 $0.00 $0.00
2024 +21.44% +$2143.86 $0.00 $0.00 $0.00
2023 -13.17% $1316.73 $0.00 $0.00 $0.00
2022 +24.38% +$2437.81 $0.00 $0.00 $0.00
2021 +18.24% +$1823.53 $0.00 $0.00 $0.00
2020 -1.45% $144.93 $0.00 $0.00 $0.00
2019 +18.97% +$1896.56 $0.00 $0.00 $0.00
2018 +59.31% +$5931.48 $163.81 $32.76 $0.26
2017 +43.59% +$4359.37 $0.00 $0.00 $0.00
2016 -6.57% $656.93 $0.00 $0.00 $0.00
2015 +7.03% +$703.12 $0.00 $0.00 $0.00
2014 +6.67% +$666.66 $0.00 $0.00 $0.00
2013 +9.09% +$909.11 $0.00 $0.00 $0.00
2012 +114.84% +$11484.38 $0.00 $0.00 $0.00
2011 -14.67% $1466.68 $0.00 $0.00 $0.00
2010 +16.78% +$1678.05 $192.31 $38.46 $0.31
2009 -35.40% $3540.29 $480.47 $96.10 $0.79
2008 -44.56% $4455.65 $255.62 $51.13 $0.39
2007 -8.15% $814.79 $229.62 $45.93 $0.36
2006 -1.59% $158.82 $55.87 $11.17 $0.09
2005 partial -9.41% (-10.80% ann.) $941.30 $0.00 $0.00 $0.00

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
China-WTO / housing-credit / commodity boom partial February 17, 2005 – October 9, 2007 -12.40% -4.89% $1239.59 $203.78 $40.76 $0.32
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -64.15% -51.62% $6415.12 $358.72 $71.75 $0.56
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +36.32% +9.61% +$3631.62 $704.09 $140.84 $1.15
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 18, 2020 +333.24% +21.39% +$33323.98 $401.45 $80.28 $0.63
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -20.41% -92.62% $2041.32 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +35.37% +62.79% +$3537.12 $0.00 $0.00 $0.00
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +15.38% +14.54% +$1538.03 $0.00 $0.00 $0.00
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 +7.47% +7.95% +$747.07 $0.00 $0.00 $0.00
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +3.36% +1.80% +$335.84 $0.00 $0.00 $0.00
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +33.71% +20.34% +$3371.01 $0.00 $0.00 $0.00

Dividend History

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

Date Per Share Yield %
2006-11-28 $0.0327 0.54%
2007-03-06 $0.0327 0.56%
2007-06-06 $0.0327 0.58%
2007-09-05 $0.0327 0.59%
2007-12-04 $0.0327 0.71%
2008-03-04 $0.0327 0.71%
2008-06-03 $0.0327 0.76%
2008-09-04 $0.0327 1.00%
2008-12-04 $0.0327 1.18%
2009-03-04 $0.0327 1.72%
2009-06-03 $0.0327 1.93%
2009-09-02 $0.0327 1.39%
2009-12-04 $0.0327 1.82%
2010-03-03 $0.0327 1.52%
2018-08-07 $0.0327 0.51%
2018-10-30 $0.0327 0.35%
2018-12-28 $0.0327 0.36%
Total 17 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
Total $0.00 $0.00 $0.00 0.0000

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.

VISN

CAGR 1.91% Total 26.62% Final $12,662
2013-10-25 — 2026-04-14
DHR

CAGR 18.91% Total 360434.38% Final $36,053,438
1978-12-29 — 2026-04-14
MYRG

CAGR 18.28% Total 1840.18% Final $194,018
2008-08-13 — 2026-04-14