NB Bancorp, Inc. (NBBK) Stock Total Returns

Growth of $10,000 chart

2023-12-28 to 2026-06-03
to
$
%
%
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Investment Performance

Final Value
$14,223
Total Return
42.23%
CAGR
15.59%
Dividends
$204.29
Yield on Cost
2.04%

Rolling Returns

1-Month (21 Trading Days)
Average+1.60%
Median+0.76%
Best+27.98%
Worst-15.96%
% of Windows Positive53.9%
1-Year (252 Trading Days)
Average+14.64%
Median+13.68%
Best+43.38%
Worst-11.96%
% of Windows Positive84.9%
3-Year (756 Trading Days)

Risk Metrics

Maximum Drawdown -24.74%
Average Drawdown -8.39%
Drawdown Duration 273 Trading Days
Sortino Ratio 0.97
Calmar Ratio 0.63
CVaR (5%) -3.78%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -1.81% (-4.23% ann.) $180.75 $70.73 $14.15 $0.11
2025 +10.44% +$1044.18 $77.65 $15.53 $0.12
2024 +34.28% +$3427.51 $0.00 $0.00 $0.00
2023 partial -2.32% (-99.98% ann.) $232.39 $0.00 $0.00 $0.00

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Disinflation rebound / AI-led narrow bull / higher-for-longer partial December 28, 2023 – September 17, 2024 +33.70% +49.45% +$3369.64 $0.00 $0.00 $0.00
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – June 3, 2026 +6.96% +4.03% +$696.49 $153.64 $30.73 $0.24

Dividend History

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

Date Per Share Yield %
2025-08-06 $0.0700 0.41%
2025-11-05 $0.0700 0.39%
2026-02-05 $0.0700 0.31%
2026-05-06 $0.0700 0.35%
Total 4 payments

Portfolio Dividend Returns

Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2023-12-28 to 2026-06-03. Change
Date Total Yield Tax Trans. Cost Shares Bought
2025-08-06 $50.84 $10.17 $0.08 2.3777
2025-11-05 $51.00 $10.20 $0.08 2.2312
2026-02-05 $51.16 $10.23 $0.08 1.8415
2026-05-06 $51.29 $10.26 $0.08 1.9994
Total $204.29 $40.86 $0.32 8.4498

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.

CGNX

CAGR 15.93% Total 23193.88% Final $2,329,388
1989-07-20 — 2026-06-03
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CAGR 15.05% Total 8968.06% Final $906,806
1994-04-07 — 2026-06-03
STOK

CAGR 2.06% Total 15.21% Final $11,521
2019-06-19 — 2026-06-03