JBG SMITH Properties (JBGS) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$5,613
Total Return
-43.87%
CAGR
-10.91%
Dividends
$1,359.90
Yield on Cost
13.60%
Rolling Returns
1-Month (21 Trading Days)
| Average | -0.69% |
| Median | -1.09% |
| Best | +37.25% |
| Worst | -25.92% |
| % of Windows Positive | 43.6% |
1-Year (252 Trading Days)
| Average | -6.14% |
| Median | -5.27% |
| Best | +45.22% |
| Worst | -51.20% |
| % of Windows Positive | 43.3% |
3-Year (756 Trading Days)
| Average | -21.67% |
| Median | -32.43% |
| Best | +32.21% |
| Worst | -54.20% |
| % of Windows Positive | 20.8% |
Risk Metrics
| Maximum Drawdown | -60.43% |
| Average Drawdown | -38.24% |
| Drawdown Duration | 1213 Trading Days (Unrecovered) |
| Sortino Ratio | -0.31 |
| Calmar Ratio | -0.18 |
| CVaR (5%) | -4.22% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -10.88% (-33.26% ann.) | $1087.60 | $0.00 | $0.00 | $0.00 |
| 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
| 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 – April 14, 2026 | -13.43% | -8.78% | $1342.54 | $583.09 | $116.61 | $0.94 |
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% |
| Total | 34 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 |
|---|---|---|---|---|
| 2021-05-12 | $70.18 | $14.04 | $0.11 | 1.8186 |
| 2021-08-12 | $70.59 | $14.12 | $0.11 | 1.8768 |
| 2021-11-09 | $71.02 | $14.20 | $0.11 | 1.8892 |
| 2021-12-29 | $71.44 | $14.29 | $0.11 | 1.9922 |
| 2022-05-12 | $71.89 | $14.38 | $0.11 | 2.3599 |
| 2022-08-11 | $72.41 | $14.48 | $0.12 | 2.3647 |
| 2022-11-07 | $72.95 | $14.59 | $0.12 | 3.1029 |
| 2022-12-28 | $73.65 | $14.73 | $0.12 | 3.1630 |
| 2023-06-22 | $74.36 | $14.87 | $0.12 | 4.2105 |
| 2023-08-16 | $75.31 | $15.06 | $0.12 | 4.1494 |
| 2023-11-16 | $76.24 | $15.25 | $0.12 | 4.5223 |
| 2024-02-29 | $60.09 | $12.01 | $0.09 | 2.8935 |
| 2024-05-09 | $60.59 | $12.12 | $0.10 | 3.3046 |
| 2024-08-07 | $61.17 | $12.23 | $0.10 | 2.9636 |
| 2024-11-07 | $61.69 | $12.34 | $0.10 | 2.8554 |
| 2024-12-30 | $62.20 | $12.44 | $0.10 | 3.2753 |
| 2025-05-08 | $62.77 | $12.56 | $0.10 | 3.2102 |
| 2025-08-07 | $63.33 | $12.67 | $0.10 | 2.5394 |
| 2025-11-06 | $63.77 | $12.75 | $0.10 | 2.8114 |
| 2025-12-30 | $64.27 | $12.85 | $0.10 | 3.0057 |
| Total | $1359.90 | $271.97 | $2.17 | 58.3088 |
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.