NB Bancorp, Inc. (NBBK) Stock Total Returns

Growth of $10,000 chart

2023-12-28 to 2026-04-14
to
$
%
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Investment Performance

Final Value
$16,529
Total Return
65.29%
CAGR
24.49%
Dividends
$153.00
Yield on Cost
1.53%

Rolling Returns

1-Month (21 Trading Days)
Average+1.93%
Median+0.97%
Best+27.98%
Worst-15.96%
% of Windows Positive55.0%
1-Year (252 Trading Days)
Average+14.05%
Median+12.82%
Best+43.38%
Worst-11.96%
% of Windows Positive83.2%
3-Year (756 Trading Days)

Risk Metrics

Maximum Drawdown -24.74%
Average Drawdown -8.26%
Drawdown Duration 273 Trading Days
Sortino Ratio 1.46
Calmar Ratio 0.99
CVaR (5%) -3.53%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +14.11% (+58.98% ann.) +$1411.12 $35.32 $7.06 $0.06
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

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 – April 14, 2026 +24.31% +14.88% +$2430.57 $115.06 $23.01 $0.18

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%
Total 3 payments

Portfolio Dividend Returns

Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2023-12-28 to 2026-04-14. 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
Total $153.00 $30.60 $0.24 6.4504

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.

ASLE

CAGR -4.40% Total -27.44% Final $7,256
2019-02-28 — 2026-04-14
GYRE

CAGR -23.40% Total -99.52% Final $48.30
2006-04-12 — 2026-04-14
RBKB

CAGR 4.03% Total 33.11% Final $13,311
2019-01-17 — 2026-04-14