Bridgewater Bancshares, Inc. (BWB) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$11,538
Total Return
15.38%
CAGR
2.90%
Dividends
$0.00
Yield on Cost
0.00%

Rolling Returns

1-Month (21 Trading Days)
Average+0.55%
Median-0.22%
Best+31.64%
Worst-30.22%
% of Windows Positive49.2%
1-Year (252 Trading Days)
Average+3.93%
Median+8.02%
Best+65.59%
Worst-49.63%
% of Windows Positive62.1%
3-Year (756 Trading Days)
Average-8.44%
Median-12.03%
Best+83.69%
Worst-37.56%
% of Windows Positive21.8%

Risk Metrics

Maximum Drawdown -59.49%
Average Drawdown -24.21%
Drawdown Duration 855 Trading Days (Unrecovered)
Sortino Ratio 0.37
Calmar Ratio 0.05
CVaR (5%) -4.55%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +7.82% (+30.25% ann.) +$781.52 $0.00 $0.00 $0.00
2025 +29.76% +$2975.57 $0.00 $0.00 $0.00
2024 -0.07% $7.39 $0.00 $0.00 $0.00
2023 -23.79% $2378.81 $0.00 $0.00 $0.00
2022 +0.28% +$28.26 $0.00 $0.00 $0.00
2021 +41.63% +$4163.33 $0.00 $0.00 $0.00
2020 -9.36% $936.14 $0.00 $0.00 $0.00
2019 +30.62% +$3061.61 $0.00 $0.00 $0.00
2018 partial -16.40% (-20.08% ann.) $1640.25 $0.00 $0.00 $0.00

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Secular stagnation / QE / low inflation / duration bull partial March 14, 2018 – February 19, 2020 +7.61% +3.86% +$760.70 $0.00 $0.00 $0.00
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -39.39% -99.67% $3938.73 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +19.28% +32.80% +$1927.84 $0.00 $0.00 $0.00
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +47.16% +44.27% +$4715.87 $0.00 $0.00 $0.00
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 +9.89% +10.53% +$988.88 $0.00 $0.00 $0.00
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -28.59% -16.61% $2859.29 $0.00 $0.00 $0.00
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +32.26% +19.51% +$3226.03 $0.00 $0.00 $0.00

Dividend History

Date Per Share Yield %
Total 0 payments
No dividends recorded.

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.

BAC

CAGR 6.49% Total 2726.97% Final $282,697
1973-02-21 — 2026-04-14
HQY

CAGR 13.97% Total 362.27% Final $46,227
2014-07-31 — 2026-04-14
RNST

CAGR 8.66% Total 1581.75% Final $168,175
1992-04-24 — 2026-04-14