Franklin BSP Realty Trust, Inc. (FBRT) Stock Total Returns
Growth of $10,000 chart
2021-10-19 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$7,682
Total Return
-23.18%
CAGR
-5.71%
Dividends
$4,334.33
Yield on Cost
43.34%
Rolling Returns
1-Month (21 Trading Days)
| Average | -0.24% |
| Median | -0.42% |
| Best | +31.80% |
| Worst | -24.60% |
| % of Windows Positive | 48.1% |
1-Year (252 Trading Days)
| Average | +0.72% |
| Median | -0.05% |
| Best | +33.97% |
| Worst | -28.89% |
| % of Windows Positive | 49.8% |
3-Year (756 Trading Days)
| Average | +4.95% |
| Median | +2.02% |
| Best | +37.28% |
| Worst | -21.19% |
| % of Windows Positive | 57.2% |
Risk Metrics
| Maximum Drawdown | -32.42% |
| Average Drawdown | -11.82% |
| Drawdown Duration | 670 Trading Days |
| Sortino Ratio | -0.09 |
| Calmar Ratio | -0.18 |
| CVaR (5%) | -4.20% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -10.31% (-31.76% ann.) | $1030.84 | $199.41 | $39.88 | $0.32 |
| 2025 | -11.44% | $1144.45 | $1174.36 | $234.87 | $1.88 |
| 2024 | +1.30% | +$129.51 | $1086.08 | $217.22 | $1.74 |
| 2023 | +14.04% | +$1403.95 | $1138.46 | $227.69 | $1.83 |
| 2022 | -5.59% | $559.49 | $981.93 | $196.38 | $1.57 |
| 2021 partial | -11.31% (-45.15% ann.) | $1131.15 | $166.67 | $33.33 | $0.27 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Reopening reflation / fiscal boom / supply bottlenecks partial | October 19, 2021 – November 29, 2021 | -6.73% | -46.22% | $672.51 | $0.00 | $0.00 | $0.00 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -6.41% | -6.79% | $641.00 | $905.25 | $181.04 | $1.45 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +9.29% | +4.91% | +$928.71 | $1845.98 | $369.20 | $2.96 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | -22.69% | -15.13% | $2268.73 | $1848.20 | $369.64 | $2.96 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2021-12-30 | $0.2850 | 1.85% |
| 2022-03-30 | $0.3550 | 2.53% |
| 2022-06-29 | $0.3550 | 2.48% |
| 2022-09-29 | $0.3550 | 2.91% |
| 2022-12-29 | $0.3550 | 2.69% |
| 2023-03-30 | $0.3550 | 3.01% |
| 2023-06-29 | $0.3550 | 2.49% |
| 2023-09-28 | $0.3550 | 2.60% |
| 2023-12-28 | $0.3550 | 2.46% |
| 2024-03-27 | $0.3550 | 2.68% |
| 2024-06-28 | $0.3550 | 2.80% |
| 2024-09-30 | $0.3550 | 2.64% |
| 2024-12-31 | $0.3550 | 2.84% |
| 2025-03-31 | $0.3550 | 2.73% |
| 2025-06-30 | $0.3550 | 3.22% |
| 2025-09-30 | $0.3550 | 3.16% |
| 2025-12-31 | $0.3550 | 3.40% |
| 2026-03-31 | $0.2000 | 2.34% |
| Total | 18 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-10-19 to 2026-04-14. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-12-30 | $166.67 | $33.33 | $0.27 | 8.8358 |
| 2022-03-30 | $210.74 | $42.15 | $0.34 | 12.1659 |
| 2022-06-29 | $215.06 | $43.01 | $0.34 | 12.8328 |
| 2022-09-29 | $219.61 | $43.92 | $0.35 | 16.4484 |
| 2022-12-29 | $225.45 | $45.09 | $0.36 | 13.9644 |
| 2023-03-30 | $230.41 | $46.08 | $0.37 | 16.0104 |
| 2023-06-29 | $236.09 | $47.22 | $0.38 | 13.3497 |
| 2023-09-28 | $240.83 | $48.17 | $0.39 | 14.1696 |
| 2023-12-28 | $245.86 | $49.17 | $0.39 | 14.1731 |
| 2024-03-27 | $250.89 | $50.18 | $0.40 | 15.2214 |
| 2024-06-28 | $256.30 | $51.26 | $0.41 | 16.2404 |
| 2024-09-30 | $262.06 | $52.41 | $0.42 | 16.0208 |
| 2024-12-31 | $267.75 | $53.55 | $0.43 | 17.0472 |
| 2025-03-31 | $273.80 | $54.76 | $0.44 | 17.1589 |
| 2025-06-30 | $279.89 | $55.98 | $0.45 | 20.9043 |
| 2025-09-30 | $287.32 | $57.46 | $0.46 | 21.1227 |
| 2025-12-31 | $294.81 | $58.96 | $0.47 | 23.4675 |
| 2026-03-31 | $170.79 | $34.16 | $0.27 | 16.0607 |
| Total | $4334.33 | $866.86 | $6.94 | 285.1938 |
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.