John Marshall Bancorp, Inc. (JMSB) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$12,944
Total Return
29.44%
CAGR
5.30%
Dividends
$640.95
Yield on Cost
6.41%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.76% |
| Median | +0.55% |
| Best | +34.02% |
| Worst | -24.85% |
| % of Windows Positive | 53.5% |
1-Year (252 Trading Days)
| Average | +3.97% |
| Median | +0.93% |
| Best | +64.00% |
| Worst | -42.87% |
| % of Windows Positive | 51.9% |
3-Year (756 Trading Days)
| Average | -9.98% |
| Median | -12.47% |
| Best | +41.80% |
| Worst | -37.78% |
| % of Windows Positive | 27.9% |
Risk Metrics
| Maximum Drawdown | -51.19% |
| Average Drawdown | -23.02% |
| Drawdown Duration | 863 Trading Days (Unrecovered) |
| Sortino Ratio | 0.48 |
| Calmar Ratio | 0.10 |
| CVaR (5%) | -5.92% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +4.62% (+17.18% ann.) | +$461.83 | $45.03 | $9.01 | $0.07 |
| 2025 | +0.83% | +$82.89 | $149.40 | $29.88 | $0.24 |
| 2024 | -9.97% | $997.42 | $110.81 | $22.16 | $0.18 |
| 2023 | -20.95% | $2095.44 | $76.44 | $15.29 | $0.12 |
| 2022 | +45.58% | +$4557.61 | $100.50 | $20.10 | $0.16 |
| 2021 | +39.16% | +$3916.09 | $0.00 | $0.00 | $0.00 |
| 2020 | -13.33% | $1333.33 | $0.00 | $0.00 | $0.00 |
| 2019 | +10.37% | +$1036.78 | $0.00 | $0.00 | $0.00 |
| 2018 | -16.01% | $1601.12 | $0.00 | $0.00 | $0.00 |
| 2017 partial | +0.00% (+0.00% ann.) | +$0.00 | $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 2, 2017 – February 19, 2020 | +1.12% | +0.38% | +$112.36 | $0.00 | $0.00 | $0.00 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -44.44% | -99.88% | $4444.44 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +17.73% | +30.03% | +$1772.72 | $0.00 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +34.17% | +32.16% | +$3417.27 | $0.00 | $0.00 | $0.00 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +49.34% | +53.08% | +$4933.88 | $107.47 | $21.49 | $0.17 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -32.50% | -19.11% | $3249.82 | $163.24 | $32.65 | $0.26 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +13.21% | +8.23% | +$1320.95 | $209.06 | $41.82 | $0.33 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2022-05-09 | $0.2000 | 0.83% |
| 2023-06-26 | $0.2200 | 1.08% |
| 2024-06-28 | $0.2500 | 1.42% |
| 2025-06-27 | $0.3000 | 1.59% |
| 2026-02-11 | $0.0900 | 0.43% |
| Total | 5 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 |
|---|---|---|---|---|
| 2022-05-09 | $119.05 | $23.81 | $0.19 | 3.9227 |
| 2023-06-26 | $131.82 | $26.36 | $0.21 | 5.0283 |
| 2024-06-28 | $151.05 | $30.21 | $0.24 | 6.9149 |
| 2025-06-27 | $183.33 | $36.67 | $0.30 | 7.8399 |
| 2026-02-11 | $55.71 | $11.15 | $0.08 | 2.1737 |
| Total | $640.95 | $128.19 | $1.03 | 25.8796 |
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.