Origin Bancorp, Inc. (OBK) Stock Total Returns

Growth of $10,000 chart

2021-04-14 to 2026-04-14
to
$
%
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Investment Performance

Final Value
$11,204
Total Return
12.04%
CAGR
2.30%
Dividends
$703.63
Yield on Cost
7.04%

Rolling Returns

1-Month (21 Trading Days)
Average+0.41%
Median+0.31%
Best+26.99%
Worst-18.38%
% of Windows Positive51.1%
1-Year (252 Trading Days)
Average-0.90%
Median-0.29%
Best+53.94%
Worst-33.34%
% of Windows Positive49.9%
3-Year (756 Trading Days)
Average-9.36%
Median-11.55%
Best+49.13%
Worst-34.09%
% of Windows Positive18.8%

Risk Metrics

Maximum Drawdown -43.48%
Average Drawdown -20.07%
Drawdown Duration 870 Trading Days
Sortino Ratio 0.33
Calmar Ratio 0.05
CVaR (5%) -4.15%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +19.76% (+88.40% ann.) +$1976.33 $39.88 $7.98 $0.07
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

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 – April 14, 2026 +38.03% +22.81% +$3803.14 $273.51 $54.70 $0.46

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%
Total 32 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
2021-05-13 $30.41 $6.09 $0.05 0.5474
2021-08-19 $30.48 $6.09 $0.05 0.6093
2021-11-18 $30.56 $6.11 $0.05 0.5355
2022-02-11 $30.63 $6.12 $0.05 0.5636
2022-05-16 $35.43 $7.09 $0.05 0.7599
2022-08-16 $35.54 $7.11 $0.05 0.6208
2022-11-15 $35.63 $7.13 $0.05 0.6705
2023-02-14 $35.73 $7.15 $0.05 0.7336
2023-05-12 $35.84 $7.17 $0.05 1.0836
2023-08-14 $36.01 $7.20 $0.05 0.9049
2023-11-14 $36.14 $7.23 $0.05 0.8728
2024-02-14 $36.27 $7.25 $0.05 0.9744
2024-05-14 $36.42 $7.28 $0.05 0.8822
2024-08-15 $36.55 $7.31 $0.06 0.9509
2024-11-15 $36.70 $7.34 $0.06 0.8472
2025-02-14 $36.82 $7.37 $0.06 0.7320
2025-05-15 $36.93 $7.38 $0.06 0.8637
2025-08-15 $37.06 $7.41 $0.06 0.8093
2025-11-14 $37.18 $7.44 $0.06 0.8528
2026-02-13 $37.31 $7.46 $0.06 0.6810
Total $703.63 $140.72 $1.11 15.4956

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.

HBNC

CAGR 10.16% Total 945.87% Final $104,587
2002-01-09 — 2026-04-14
RDW

CAGR -1.13% Total -5.76% Final $9,424
2021-01-14 — 2026-04-14
ATI

CAGR 8.63% Total 786.60% Final $88,660
1999-11-29 — 2026-04-14