The Bank of N.T. Butterfield & Son Limited (NTB) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$17,820
Total Return
78.20%
CAGR
12.25%
Dividends
$2,488.32
Yield on Cost
24.88%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.36% |
| Median | +0.64% |
| Best | +25.98% |
| Worst | -26.66% |
| % of Windows Positive | 54.8% |
1-Year (252 Trading Days)
| Average | +14.70% |
| Median | +20.28% |
| Best | +61.85% |
| Worst | -27.48% |
| % of Windows Positive | 64.6% |
3-Year (756 Trading Days)
| Average | +49.49% |
| Median | +44.98% |
| Best | +170.06% |
| Worst | +0.11% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -40.78% |
| Average Drawdown | -11.84% |
| Drawdown Duration | 601 Trading Days |
| Sortino Ratio | 0.82 |
| Calmar Ratio | 0.30 |
| CVaR (5%) | -3.86% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +13.42% (+34.80% ann.) | +$1341.76 | $201.51 | $40.30 | $0.32 |
| 2025 | +39.97% | +$3996.78 | $381.10 | $76.22 | $0.61 |
| 2024 | +18.99% | +$1898.65 | $558.86 | $111.77 | $0.90 |
| 2023 | +12.80% | +$1279.58 | $600.85 | $120.17 | $0.96 |
| 2022 | -18.41% | $1840.98 | $468.94 | $93.79 | $0.75 |
| 2021 | +27.10% | +$2710.37 | $573.25 | $114.65 | $0.92 |
| 2020 | -11.14% | $1114.47 | $485.66 | $97.14 | $0.78 |
| 2019 | +20.79% | +$2078.73 | $282.38 | $56.47 | $0.45 |
| 2018 | -11.34% | $1133.93 | $422.84 | $84.57 | $0.68 |
| 2017 | +18.91% | +$1890.61 | $411.78 | $82.36 | $0.66 |
| 2016 partial | +27.41% (+132.23% ann.) | +$2740.66 | $40.40 | $8.08 | $0.06 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Secular stagnation / QE / low inflation / duration bull partial | September 16, 2016 – February 19, 2020 | +48.08% | +12.15% | +$4808.13 | $1584.90 | $316.98 | $2.54 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -54.82% | -99.99% | $5482.44 | $129.19 | $25.84 | $0.21 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +59.18% | +111.28% | +$5918.24 | $490.09 | $98.02 | $0.78 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +23.32% | +22.00% | +$2331.87 | $712.66 | $142.53 | $1.14 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -12.73% | -13.47% | $1273.47 | $361.97 | $72.39 | $0.58 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +27.33% | +13.92% | +$2732.92 | $1131.05 | $226.21 | $1.82 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +55.37% | +29.47% | +$5536.51 | $765.73 | $153.14 | $1.22 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2016-11-09 | $0.1000 | 0.38% |
| 2017-03-09 | $0.3200 | 0.94% |
| 2017-05-11 | $0.3200 | 0.93% |
| 2017-08-10 | $0.3200 | 0.94% |
| 2017-11-10 | $0.3200 | 0.88% |
| 2018-02-23 | $0.3800 | 0.83% |
| 2018-05-03 | $0.3800 | 0.79% |
| 2018-08-03 | $0.3800 | 0.75% |
| 2018-11-02 | $0.3800 | 0.93% |
| 2019-08-02 | $0.4400 | 1.46% |
| 2019-11-01 | $0.4400 | 1.34% |
| 2020-02-25 | $0.4400 | 1.37% |
| 2020-05-13 | $0.4400 | 2.10% |
| 2020-08-04 | $0.4400 | 1.67% |
| 2020-11-10 | $0.4400 | 1.40% |
| 2021-02-23 | $0.4400 | 1.28% |
| 2021-05-11 | $0.4400 | 1.10% |
| 2021-08-09 | $0.4400 | 1.28% |
| 2021-11-09 | $0.4400 | 1.13% |
| 2022-02-25 | $0.4400 | 1.16% |
| 2022-05-13 | $0.4400 | 1.44% |
| 2022-08-05 | $0.4400 | 1.33% |
| 2022-11-10 | $0.4400 | 1.41% |
| 2023-02-24 | $0.4400 | 1.20% |
| 2023-05-05 | $0.4400 | 1.90% |
| 2023-08-11 | $0.4400 | 1.46% |
| 2023-11-07 | $0.4400 | 1.62% |
| 2024-02-23 | $0.4400 | 1.45% |
| 2024-05-06 | $0.4400 | 1.24% |
| 2024-08-05 | $0.4400 | 1.24% |
| 2024-11-05 | $0.4400 | 1.19% |
| 2025-02-24 | $0.4400 | 1.14% |
| 2025-05-07 | $0.4400 | 1.08% |
| 2025-08-11 | $0.5000 | 1.11% |
| 2026-02-23 | $0.5000 | 0.93% |
| 2026-05-13 | $0.5000 | 0.90% |
| Total | 36 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 |
|---|---|---|---|---|
| 2021-08-09 | $116.10 | $23.22 | $0.18 | 2.7366 |
| 2021-11-09 | $117.30 | $23.46 | $0.19 | 2.4001 |
| 2022-02-25 | $118.36 | $23.67 | $0.19 | 2.4310 |
| 2022-05-13 | $119.43 | $23.88 | $0.19 | 3.1698 |
| 2022-08-05 | $120.82 | $24.16 | $0.20 | 2.9463 |
| 2022-11-10 | $122.12 | $24.42 | $0.20 | 3.0392 |
| 2023-02-24 | $123.45 | $24.69 | $0.20 | 2.7379 |
| 2023-05-05 | $124.66 | $24.93 | $0.20 | 4.1178 |
| 2023-08-11 | $126.47 | $25.29 | $0.20 | 3.4147 |
| 2023-11-07 | $127.97 | $25.60 | $0.21 | 3.8805 |
| 2024-02-23 | $129.68 | $25.94 | $0.21 | 3.4409 |
| 2024-05-06 | $131.19 | $26.24 | $0.21 | 2.9740 |
| 2024-08-05 | $132.50 | $26.50 | $0.21 | 3.0987 |
| 2024-11-05 | $133.87 | $26.77 | $0.21 | 2.8847 |
| 2025-02-24 | $135.14 | $27.03 | $0.22 | 2.8002 |
| 2025-05-07 | $136.37 | $27.27 | $0.22 | 2.6705 |
| 2025-08-11 | $156.30 | $31.26 | $0.25 | 2.7792 |
| 2026-02-23 | $157.69 | $31.54 | $0.25 | 2.4599 |
| 2026-05-13 | $158.92 | $31.78 | $0.25 | 2.3259 |
| Total | $2488.32 | $497.66 | $3.99 | 56.3081 |
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.