First Bank (FRBA) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$12,097
Total Return
20.97%
CAGR
3.88%
Dividends
$936.05
Yield on Cost
9.36%

Rolling Returns

1-Month (21 Trading Days)
Average+0.61%
Median-0.22%
Best+26.55%
Worst-25.82%
% of Windows Positive48.3%
1-Year (252 Trading Days)
Average+6.13%
Median+7.86%
Best+44.72%
Worst-38.89%
% of Windows Positive68.4%
3-Year (756 Trading Days)
Average+16.57%
Median+11.52%
Best+85.28%
Worst-13.57%
% of Windows Positive88.2%

Risk Metrics

Maximum Drawdown -48.03%
Average Drawdown -13.27%
Drawdown Duration 721 Trading Days
Sortino Ratio 0.40
Calmar Ratio 0.08
CVaR (5%) -4.10%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -5.97% (-13.58% ann.) $597.00 $109.58 $21.92 $0.18
2025 +18.46% +$1846.29 $171.39 $34.28 $0.27
2024 -2.95% $294.73 $164.15 $32.83 $0.26
2023 +8.62% +$861.97 $175.49 $35.10 $0.28
2022 -3.93% $392.55 $166.23 $33.25 $0.27
2021 +56.09% +$5609.40 $160.49 $32.10 $0.25
2020 -14.10% $1409.99 $109.06 $21.81 $0.17
2019 -8.03% $803.03 $99.33 $19.87 $0.16
2018 -11.87% $1186.55 $86.86 $17.37 $0.14
2017 +20.00% +$1999.88 $69.10 $13.82 $0.11
2016 +75.49% +$7549.17 $0.00 $0.00 $0.00
2015 +5.93% +$592.95 $0.00 $0.00 $0.00
2014 -1.58% $157.73 $0.00 $0.00 $0.00
2013 +16.33% +$1633.03 $0.00 $0.00 $0.00
2012 +14.74% +$1473.69 $0.00 $0.00 $0.00
2011 +72.73% +$7272.72 $0.00 $0.00 $0.00
2010 partial -15.38% (-54.73% ann.) $1538.46 $0.00 $0.00 $0.00

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Policy-led rebound / euro-sovereign-crisis overlay partial October 15, 2010 – July 25, 2012 +53.85% +27.44% +$5384.62 $0.00 $0.00 $0.00
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +117.97% +10.85% +$11797.41 $707.12 $141.43 $1.14
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -35.28% -99.30% $3528.32 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +18.89% +32.11% +$1889.49 $125.25 $25.05 $0.20
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +67.05% +62.71% +$6704.60 $168.95 $33.79 $0.27
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 +2.29% +2.43% +$229.13 $166.69 $33.34 $0.27
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +6.42% +3.41% +$641.81 $284.96 $56.99 $0.46
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – June 3, 2026 +1.37% +0.80% +$137.15 $312.80 $62.56 $0.50

Dividend History

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

Date Per Share Yield %
2017-02-08 $0.0200 0.16%
2017-05-08 $0.0200 0.16%
2017-08-08 $0.0200 0.16%
2017-11-09 $0.0200 0.16%
2018-02-08 $0.0300 0.22%
2018-05-10 $0.0300 0.21%
2018-08-09 $0.0300 0.21%
2018-11-08 $0.0300 0.25%
2019-02-07 $0.0300 0.27%
2019-05-09 $0.0300 0.27%
2019-08-08 $0.0300 0.28%
2019-11-07 $0.0300 0.28%
2020-02-13 $0.0300 0.28%
2020-05-07 $0.0300 0.41%
2020-08-06 $0.0300 0.46%
2020-11-05 $0.0300 0.34%
2021-02-11 $0.0300 0.27%
2021-05-06 $0.0300 0.23%
2021-08-05 $0.0300 0.23%
2021-11-04 $0.0600 0.41%
2022-02-10 $0.0600 0.42%
2022-05-12 $0.0600 0.43%
2022-08-11 $0.0600 0.38%
2022-11-09 $0.0600 0.40%
2023-02-09 $0.0600 0.43%
2023-05-11 $0.0600 0.63%
2023-08-10 $0.0600 0.49%
2023-11-09 $0.0600 0.51%
2024-02-08 $0.0600 0.45%
2024-05-09 $0.0600 0.48%
2024-08-09 $0.0600 0.41%
2024-11-08 $0.0600 0.40%
2025-02-07 $0.0600 0.38%
2025-05-09 $0.0600 0.40%
2025-08-08 $0.0600 0.40%
2025-11-07 $0.0600 0.38%
2026-02-06 $0.0900 0.53%
2026-05-08 $0.0900 0.58%
Total 38 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
2021-08-05 $22.06 $4.41 $0.03 1.2921
2021-11-04 $44.20 $8.84 $0.07 2.3825
2022-02-10 $44.34 $8.87 $0.07 2.4790
2022-05-12 $44.49 $8.90 $0.07 2.5352
2022-08-11 $44.64 $8.93 $0.07 2.2275
2022-11-09 $44.77 $8.96 $0.07 2.4467
2023-02-09 $44.92 $8.98 $0.07 2.5969
2023-05-11 $45.08 $9.02 $0.07 3.8326
2023-08-10 $45.31 $9.06 $0.07 3.0043
2023-11-09 $45.49 $9.10 $0.07 3.0986
2024-02-08 $45.67 $9.14 $0.07 2.7050
2024-05-09 $45.83 $9.17 $0.07 2.9275
2024-08-09 $46.01 $9.20 $0.07 2.5545
2024-11-08 $46.16 $9.23 $0.07 2.4571
2025-02-07 $46.31 $9.26 $0.07 2.3762
2025-05-09 $46.45 $9.29 $0.07 2.5368
2025-08-08 $46.60 $9.32 $0.07 2.4593
2025-11-07 $46.75 $9.35 $0.07 2.3685
2026-02-06 $70.34 $14.07 $0.11 3.2823
2026-05-08 $70.64 $14.13 $0.11 3.7152
Total $936.05 $187.21 $1.49 53.2779

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.

ABM

CAGR 10.36% Total 9398.98% Final $949,898
1980-03-17 — 2026-06-03
FDSB

CAGR 23.34% Total 47.02% Final $14,702
2024-08-01 — 2026-06-03
ORLY

CAGR 20.96% Total 54370.53% Final $5,447,053
1993-04-23 — 2026-06-03