Orange County Bancorp, Inc. (OBT) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$21,753
Total Return
117.53%
CAGR
16.82%
Dividends
$1,438.38
Yield on Cost
14.38%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.85% |
| Median | +1.15% |
| Best | +44.46% |
| Worst | -29.87% |
| % of Windows Positive | 54.7% |
1-Year (252 Trading Days)
| Average | +14.74% |
| Median | +12.73% |
| Best | +71.35% |
| Worst | -21.00% |
| % of Windows Positive | 76.6% |
3-Year (756 Trading Days)
| Average | +49.08% |
| Median | +44.16% |
| Best | +139.08% |
| Worst | +10.81% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -45.81% |
| Average Drawdown | -12.93% |
| Drawdown Duration | 202 Trading Days |
| Sortino Ratio | 0.87 |
| Calmar Ratio | 0.37 |
| CVaR (5%) | -5.99% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +17.57% (+46.79% ann.) | +$1756.73 | $63.05 | $12.61 | $0.10 |
| 2025 | +4.58% | +$457.85 | $206.55 | $41.31 | $0.33 |
| 2024 | -6.38% | $637.91 | $156.99 | $31.40 | $0.25 |
| 2023 | +31.54% | +$3153.66 | $198.79 | $39.76 | $0.31 |
| 2022 | +17.81% | +$1781.41 | $207.80 | $41.56 | $0.34 |
| 2021 | +50.34% | +$5033.71 | $295.82 | $59.16 | $0.47 |
| 2020 | -5.01% | $500.58 | $274.55 | $54.91 | $0.44 |
| 2019 | +11.45% | +$1144.89 | $298.96 | $59.80 | $0.47 |
| 2018 | -1.73% | $173.12 | $290.77 | $58.16 | $0.47 |
| 2017 | +23.72% | +$2372.50 | $356.22 | $71.25 | $0.57 |
| 2016 | -1.53% | $153.19 | $256.72 | $51.34 | $0.41 |
| 2015 | +13.23% | +$1323.00 | $284.77 | $56.95 | $0.45 |
| 2014 | +14.49% | +$1448.59 | $423.02 | $84.60 | $0.68 |
| 2013 | +1.25% | +$124.97 | $299.63 | $59.93 | $0.48 |
| 2012 | +8.55% | +$854.87 | $507.79 | $101.56 | $0.80 |
| 2011 | +2.95% | +$294.97 | $383.14 | $76.62 | $0.62 |
| 2010 | +2.16% | +$215.58 | $359.23 | $71.84 | $0.58 |
| 2009 | -8.50% | $849.71 | $314.89 | $62.97 | $0.50 |
| 2008 | -12.04% | $1203.65 | $266.18 | $53.24 | $0.42 |
| 2007 | +1.01% | +$101.01 | $0.00 | $0.00 | $0.00 |
| 2006 | -9.17% | $917.43 | $0.00 | $0.00 | $0.00 |
| 2005 | +9.00% | +$900.00 | $0.00 | $0.00 | $0.00 |
| 2004 | +8.70% | +$869.57 | $0.00 | $0.00 | $0.00 |
| 2003 partial | +8.24% (+45.56% ann.) | +$823.53 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| China-WTO / housing-credit / commodity boom partial | October 15, 2003 – October 9, 2007 | +17.65% | +4.16% | +$1764.71 | $0.00 | $0.00 | $0.00 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -23.29% | -17.11% | $2328.77 | $266.18 | $53.24 | $0.42 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +13.82% | +3.91% | +$1381.86 | $1361.16 | $272.21 | $2.19 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +88.37% | +8.73% | +$8837.16 | $3212.47 | $642.50 | $5.13 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -7.77% | -60.29% | $777.21 | $66.12 | $13.22 | $0.11 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | -10.37% | -16.15% | $1037.09 | $154.34 | $30.87 | $0.25 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +62.04% | +58.08% | +$6204.47 | $350.81 | $70.16 | $0.56 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +27.28% | +29.19% | +$2727.75 | $218.13 | $43.63 | $0.35 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +31.44% | +15.89% | +$3143.91 | $399.63 | $79.92 | $0.64 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +16.08% | +9.13% | +$1607.76 | $299.58 | $59.92 | $0.48 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2008-04-29 | $0.0825 | 0.69% |
| 2008-06-10 | $0.0825 | 0.69% |
| 2008-08-28 | $0.0825 | 0.68% |
| 2008-12-04 | $0.0825 | 0.78% |
| 2009-04-03 | $0.0838 | 0.89% |
| 2009-05-29 | $0.0838 | 0.84% |
| 2009-09-03 | $0.0838 | 0.89% |
| 2009-12-03 | $0.0838 | 0.90% |
| 2010-04-01 | $0.0850 | 0.85% |
| 2010-06-04 | $0.0850 | 0.85% |
| 2010-09-02 | $0.0850 | 0.85% |
| 2010-12-02 | $0.0850 | 0.90% |
| 2011-04-01 | $0.0900 | 0.93% |
| 2011-06-03 | $0.0900 | 0.92% |
| 2011-09-01 | $0.0900 | 0.90% |
| 2011-12-01 | $0.0900 | 0.90% |
| 2012-03-30 | $0.0950 | 0.98% |
| 2012-06-01 | $0.0950 | 0.97% |
| 2012-08-30 | $0.0950 | 0.96% |
| 2012-11-29 | $0.0950 | 0.94% |
| 2012-12-21 | $0.0950 | 0.96% |
| 2013-05-31 | $0.0975 | 1.00% |
| 2013-08-29 | $0.0975 | 0.98% |
| 2013-11-29 | $0.1000 | 1.01% |
| 2014-03-21 | $0.1025 | 1.03% |
| 2014-05-16 | $0.1025 | 1.04% |
| 2014-08-15 | $0.1025 | 1.03% |
| 2014-11-21 | $0.1025 | 0.98% |
| 2015-05-15 | $0.1025 | 0.90% |
| 2015-08-21 | $0.1025 | 0.85% |
| 2015-12-02 | $0.1025 | 0.84% |
| 2016-06-21 | $0.1025 | 0.88% |
| 2016-09-07 | $0.1025 | 0.89% |
| 2016-12-02 | $0.1025 | 0.89% |
| 2017-03-07 | $0.1025 | 0.87% |
| 2017-06-06 | $0.1025 | 0.87% |
| 2017-09-07 | $0.1025 | 0.84% |
| 2017-12-07 | $0.1025 | 0.75% |
| 2018-03-02 | $0.1000 | 0.36% |
| 2018-06-04 | $0.1050 | 0.64% |
| 2018-09-04 | $0.1000 | 0.69% |
| 2018-12-04 | $0.1000 | 0.80% |
| 2019-03-01 | $0.1000 | 0.75% |
| 2019-06-03 | $0.1000 | 0.74% |
| 2019-09-03 | $0.1000 | 0.73% |
| 2019-12-03 | $0.1000 | 0.69% |
| 2020-02-28 | $0.1000 | 0.66% |
| 2020-06-01 | $0.1000 | 0.80% |
| 2020-08-31 | $0.1000 | 0.85% |
| 2020-12-01 | $0.1000 | 0.77% |
| 2021-03-02 | $0.1000 | 0.68% |
| 2021-06-02 | $0.1000 | 0.61% |
| 2021-09-02 | $0.1000 | 0.57% |
| 2021-12-02 | $0.1000 | 0.57% |
| 2022-03-01 | $0.1000 | 0.49% |
| 2022-06-01 | $0.1000 | 0.53% |
| 2022-09-01 | $0.1000 | 0.60% |
| 2022-12-01 | $0.1150 | 0.49% |
| 2023-03-02 | $0.1150 | 0.42% |
| 2023-06-01 | $0.1150 | 0.72% |
| 2023-08-31 | $0.1150 | 0.48% |
| 2023-12-01 | $0.1150 | 0.48% |
| 2024-03-01 | $0.1150 | 0.50% |
| 2024-06-04 | $0.1150 | 0.49% |
| 2024-09-04 | $0.1150 | 0.39% |
| 2024-12-04 | $0.1250 | 0.43% |
| 2025-03-04 | $0.1300 | 0.52% |
| 2025-06-04 | $0.1300 | 0.52% |
| 2025-09-08 | $0.1300 | 0.49% |
| 2025-12-04 | $0.1800 | 0.66% |
| 2026-03-04 | $0.1800 | 0.55% |
| Total | 71 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 |
|---|---|---|---|---|
| 2021-09-02 | $60.15 | $12.03 | $0.09 | 2.7063 |
| 2021-12-02 | $60.42 | $12.08 | $0.09 | 2.5040 |
| 2022-03-01 | $60.67 | $12.13 | $0.10 | 2.3658 |
| 2022-06-01 | $60.91 | $12.18 | $0.10 | 2.6208 |
| 2022-09-01 | $61.17 | $12.23 | $0.10 | 2.7852 |
| 2022-12-01 | $70.67 | $14.13 | $0.11 | 2.4044 |
| 2023-03-02 | $70.94 | $14.19 | $0.11 | 2.1017 |
| 2023-06-01 | $71.19 | $14.24 | $0.11 | 3.6269 |
| 2023-08-31 | $71.60 | $14.32 | $0.11 | 2.4593 |
| 2023-12-01 | $71.89 | $14.38 | $0.11 | 2.3575 |
| 2024-03-01 | $72.16 | $14.43 | $0.12 | 2.5833 |
| 2024-06-04 | $72.45 | $14.49 | $0.12 | 2.5721 |
| 2024-09-04 | $72.75 | $14.55 | $0.12 | 2.0298 |
| 2024-12-04 | $79.33 | $15.86 | $0.13 | 2.1554 |
| 2025-03-04 | $82.78 | $16.56 | $0.13 | 2.6092 |
| 2025-06-04 | $83.12 | $16.63 | $0.13 | 2.8072 |
| 2025-09-08 | $83.49 | $16.70 | $0.14 | 2.5096 |
| 2025-12-04 | $116.05 | $23.21 | $0.18 | 3.3851 |
| 2026-03-04 | $116.66 | $23.33 | $0.18 | 2.8207 |
| Total | $1438.38 | $287.68 | $2.30 | 49.4043 |
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.