JBG SMITH Properties (JBGS) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$5,046
Total Return
-49.54%
CAGR
-12.79%
Dividends
$1,269.07
Yield on Cost
12.69%
Rolling Returns
1-Month (21 Trading Days)
| Average | -0.75% |
| Median | -1.15% |
| Best | +37.25% |
| Worst | -25.92% |
| % of Windows Positive | 43.4% |
1-Year (252 Trading Days)
| Average | -5.60% |
| Median | -3.72% |
| Best | +45.22% |
| Worst | -51.20% |
| % of Windows Positive | 45.2% |
3-Year (756 Trading Days)
| Average | -16.99% |
| Median | -22.37% |
| Best | +32.21% |
| Worst | -54.20% |
| % of Windows Positive | 27.9% |
Risk Metrics
| Maximum Drawdown | -60.43% |
| Average Drawdown | -39.57% |
| Drawdown Duration | 1248 Trading Days (Unrecovered) |
| Sortino Ratio | -0.40 |
| Calmar Ratio | -0.21 |
| CVaR (5%) | -4.24% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -14.48% (-30.99% ann.) | $1447.93 | $102.89 | $20.58 | $0.16 |
| 2025 | +14.24% | +$1423.93 | $461.01 | $92.20 | $0.73 |
| 2024 | -5.62% | $561.71 | $523.47 | $104.68 | $0.85 |
| 2023 | -6.89% | $688.59 | $360.14 | $72.02 | $0.57 |
| 2022 | -31.62% | $3161.65 | $317.14 | $63.43 | $0.51 |
| 2021 | -5.96% | $595.64 | $290.38 | $58.09 | $0.45 |
| 2020 | -19.68% | $1967.87 | $227.69 | $45.54 | $0.36 |
| 2019 | +16.69% | +$1669.32 | $260.31 | $52.06 | $0.42 |
| 2018 | +2.44% | +$244.35 | $290.22 | $58.06 | $0.46 |
| 2017 partial | +10.34% (+22.65% ann.) | +$1033.95 | $141.85 | $28.37 | $0.22 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Secular stagnation / QE / low inflation / duration bull partial | July 6, 2017 – February 19, 2020 | +37.69% | +12.97% | +$3769.18 | $756.32 | $151.28 | $1.21 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -41.34% | -99.77% | $4134.09 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | -9.34% | -14.59% | $933.52 | $170.57 | $34.12 | $0.27 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +5.13% | +4.86% | +$512.78 | $405.38 | $81.09 | $0.64 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -31.37% | -32.95% | $3137.04 | $327.19 | $65.44 | $0.52 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -0.05% | -0.02% | $4.61 | $739.81 | $147.94 | $1.19 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -16.93% | -10.30% | $1692.57 | $683.04 | $136.61 | $1.09 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2017-11-17 | $0.2250 | 0.69% |
| 2017-12-28 | $0.2250 | 0.65% |
| 2018-05-11 | $0.2250 | 0.62% |
| 2018-08-13 | $0.2250 | 0.61% |
| 2018-11-09 | $0.2250 | 0.57% |
| 2018-12-27 | $0.3250 | 0.94% |
| 2019-05-10 | $0.2250 | 0.55% |
| 2019-08-12 | $0.2250 | 0.59% |
| 2019-11-13 | $0.2250 | 0.57% |
| 2019-12-26 | $0.2250 | 0.57% |
| 2020-05-12 | $0.2250 | 0.70% |
| 2020-08-12 | $0.2250 | 0.78% |
| 2020-11-12 | $0.2250 | 0.79% |
| 2020-12-24 | $0.2250 | 0.73% |
| 2021-05-12 | $0.2250 | 0.70% |
| 2021-08-12 | $0.2250 | 0.74% |
| 2021-11-09 | $0.2250 | 0.74% |
| 2021-12-29 | $0.2250 | 0.78% |
| 2022-05-12 | $0.2250 | 0.93% |
| 2022-08-11 | $0.2250 | 0.94% |
| 2022-11-07 | $0.2250 | 1.17% |
| 2022-12-28 | $0.2250 | 1.16% |
| 2023-06-22 | $0.2250 | 1.51% |
| 2023-08-16 | $0.2250 | 1.50% |
| 2023-11-16 | $0.2250 | 1.59% |
| 2024-02-29 | $0.1750 | 1.07% |
| 2024-05-09 | $0.1750 | 1.21% |
| 2024-08-07 | $0.1750 | 1.06% |
| 2024-11-07 | $0.1750 | 1.00% |
| 2024-12-30 | $0.1750 | 1.15% |
| 2025-05-08 | $0.1750 | 1.14% |
| 2025-08-07 | $0.1750 | 0.87% |
| 2025-11-06 | $0.1750 | 0.93% |
| 2025-12-30 | $0.1750 | 1.03% |
| 2026-05-14 | $0.1750 | 1.20% |
| Total | 35 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 |
|---|---|---|---|---|
| 2021-08-12 | $66.14 | $13.23 | $0.10 | 1.7584 |
| 2021-11-09 | $66.54 | $13.31 | $0.10 | 1.7701 |
| 2021-12-29 | $66.93 | $13.39 | $0.10 | 1.8665 |
| 2022-05-12 | $67.36 | $13.47 | $0.10 | 2.2111 |
| 2022-08-11 | $67.85 | $13.57 | $0.11 | 2.2156 |
| 2022-11-07 | $68.35 | $13.67 | $0.11 | 2.9072 |
| 2022-12-28 | $69.00 | $13.80 | $0.11 | 2.9635 |
| 2023-06-22 | $69.67 | $13.93 | $0.11 | 3.9449 |
| 2023-08-16 | $70.56 | $14.11 | $0.11 | 3.8876 |
| 2023-11-16 | $71.43 | $14.28 | $0.11 | 4.2370 |
| 2024-02-29 | $56.30 | $11.26 | $0.09 | 2.7110 |
| 2024-05-09 | $56.77 | $11.35 | $0.09 | 3.0961 |
| 2024-08-07 | $57.32 | $11.46 | $0.09 | 2.7767 |
| 2024-11-07 | $57.80 | $11.56 | $0.09 | 2.6753 |
| 2024-12-30 | $58.27 | $11.65 | $0.09 | 3.0687 |
| 2025-05-08 | $58.81 | $11.76 | $0.09 | 3.0077 |
| 2025-08-07 | $59.33 | $11.87 | $0.09 | 2.3793 |
| 2025-11-06 | $59.75 | $11.95 | $0.09 | 2.6341 |
| 2025-12-30 | $60.21 | $12.04 | $0.09 | 2.8161 |
| 2026-05-14 | $60.71 | $12.14 | $0.09 | 3.2992 |
| Total | $1269.07 | $253.81 | $2.03 | 56.2261 |
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.