Origin Bancorp, Inc. (OBK) Stock Total Returns

Growth of $10,000 chart

2021-06-03 to 2026-06-03
to
$
%
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Investment Performance

Final Value
$10,833
Total Return
8.33%
CAGR
1.61%
Dividends
$683.20
Yield on Cost
6.83%

Rolling Returns

1-Month (21 Trading Days)
Average+0.57%
Median+0.59%
Best+26.99%
Worst-18.38%
% of Windows Positive52.0%
1-Year (252 Trading Days)
Average+0.99%
Median+2.38%
Best+54.64%
Worst-33.34%
% of Windows Positive53.0%
3-Year (756 Trading Days)
Average-3.04%
Median-10.12%
Best+84.70%
Worst-34.09%
% of Windows Positive25.9%

Risk Metrics

Maximum Drawdown -43.48%
Average Drawdown -20.06%
Drawdown Duration 870 Trading Days
Sortino Ratio 0.30
Calmar Ratio 0.04
CVaR (5%) -4.13%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +24.68% (+68.74% ann.) +$2468.07 $106.53 $21.31 $0.17
2025 +14.48% +$1447.63 $181.10 $36.22 $0.30
2024 -5.00% $499.54 $169.66 $33.93 $0.27
2023 -1.62% $161.65 $164.39 $32.88 $0.25
2022 -13.54% $1354.31 $135.70 $27.14 $0.21
2021 +56.06% +$5606.22 $177.13 $35.42 $0.28
2020 -25.68% $2568.02 $100.62 $20.13 $0.15
2019 +11.70% +$1170.08 $74.10 $14.83 $0.12
2018 partial +0.44% (+0.67% ann.) +$43.72 $29.14 $5.82 $0.06

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Secular stagnation / QE / low inflation / duration bull partial May 8, 2018 – February 19, 2020 +4.16% +2.31% +$416.16 $131.13 $26.22 $0.22
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -45.77% -99.91% $4577.08 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +17.79% +30.13% +$1778.52 $95.59 $19.13 $0.14
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +71.19% +66.53% +$7119.02 $234.11 $46.82 $0.37
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -1.54% -1.64% $154.07 $102.20 $20.44 $0.16
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -21.38% -12.17% $2138.42 $283.71 $56.74 $0.44
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – June 3, 2026 +43.70% +23.68% +$4369.89 $350.32 $70.07 $0.58

Dividend History

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

Date Per Share Yield %
2018-06-14 $0.0330 0.08%
2018-09-13 $0.0330 0.08%
2018-12-13 $0.0330 0.09%
2019-02-13 $0.0330 0.10%
2019-05-16 $0.0330 0.10%
2019-08-15 $0.0930 0.28%
2019-11-14 $0.0930 0.27%
2020-02-13 $0.0930 0.26%
2020-05-14 $0.0930 0.52%
2020-08-13 $0.0930 0.37%
2020-11-12 $0.1000 0.40%
2021-02-11 $0.1000 0.31%
2021-05-13 $0.1300 0.30%
2021-08-19 $0.1300 0.32%
2021-11-18 $0.1300 0.28%
2022-02-11 $0.1300 0.30%
2022-05-16 $0.1500 0.40%
2022-08-16 $0.1500 0.32%
2022-11-15 $0.1500 0.36%
2023-02-14 $0.1500 0.38%
2023-05-12 $0.1500 0.57%
2023-08-14 $0.1500 0.47%
2023-11-14 $0.1500 0.48%
2024-02-14 $0.1500 0.51%
2024-05-14 $0.1500 0.45%
2024-08-15 $0.1500 0.50%
2024-11-15 $0.1500 0.43%
2025-02-14 $0.1500 0.37%
2025-05-15 $0.1500 0.44%
2025-08-15 $0.1500 0.40%
2025-11-14 $0.1500 0.43%
2026-02-13 $0.1500 0.34%
2026-05-15 $0.2500 0.54%
Total 33 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
2021-08-19 $28.31 $5.66 $0.04 0.5659
2021-11-18 $28.38 $5.67 $0.04 0.4974
2022-02-11 $28.45 $5.69 $0.04 0.5235
2022-05-16 $32.91 $6.58 $0.05 0.7058
2022-08-16 $33.01 $6.60 $0.05 0.5766
2022-11-15 $33.09 $6.62 $0.05 0.6228
2023-02-14 $33.19 $6.64 $0.05 0.6814
2023-05-12 $33.29 $6.66 $0.05 1.0064
2023-08-14 $33.44 $6.69 $0.05 0.8404
2023-11-14 $33.57 $6.71 $0.05 0.8107
2024-02-14 $33.69 $6.73 $0.05 0.9051
2024-05-14 $33.82 $6.76 $0.05 0.8194
2024-08-15 $33.95 $6.79 $0.06 0.8832
2024-11-15 $34.08 $6.81 $0.06 0.7869
2025-02-14 $34.20 $6.84 $0.06 0.6799
2025-05-15 $34.30 $6.86 $0.06 0.8022
2025-08-15 $34.42 $6.89 $0.06 0.7517
2025-11-14 $34.53 $6.91 $0.06 0.7921
2026-02-13 $34.65 $6.93 $0.06 0.6325
2026-05-15 $57.91 $11.58 $0.09 1.0169
Total $683.20 $136.64 $1.08 14.9006

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.

CASS

CAGR 10.14% Total 1700.96% Final $180,096
1996-07-02 — 2026-06-03
KMTS

CAGR -11.28% Total -13.83% Final $8,617
2025-03-06 — 2026-06-03
SNDK

CAGR 1952.16% Total 4987.50% Final $508,750
2025-02-13 — 2026-06-03