OceanFirst Financial Corp. (OCFC) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$9,516
Total Return
-4.84%
CAGR
-0.99%
Dividends
$1,769.57
Yield on Cost
17.70%

Rolling Returns

1-Month (21 Trading Days)
Average+0.35%
Median-0.52%
Best+31.69%
Worst-25.48%
% of Windows Positive47.8%
1-Year (252 Trading Days)
Average+0.63%
Median+1.45%
Best+65.97%
Worst-41.96%
% of Windows Positive52.7%
3-Year (756 Trading Days)
Average-6.63%
Median-7.39%
Best+20.14%
Worst-32.39%
% of Windows Positive28.3%

Risk Metrics

Maximum Drawdown -49.48%
Average Drawdown -20.40%
Drawdown Duration 797 Trading Days (Unrecovered)
Sortino Ratio 0.21
Calmar Ratio -0.02
CVaR (5%) -4.63%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +6.18% (+23.43% ann.) +$617.69 $111.42 $22.28 $0.18
2025 +2.92% +$291.78 $448.24 $89.65 $0.71
2024 +8.41% +$840.69 $467.79 $93.56 $0.75
2023 -15.17% $1517.21 $381.28 $76.25 $0.61
2022 -1.59% $159.21 $336.87 $67.37 $0.54
2021 +22.26% +$2225.85 $368.67 $73.74 $0.59
2020 -24.63% $2463.16 $269.16 $53.83 $0.43
2019 +16.02% +$1602.35 $304.60 $60.92 $0.49
2018 -12.65% $1265.38 $237.82 $47.56 $0.38
2017 -11.06% $1106.48 $201.08 $40.22 $0.32
2016 +53.39% +$5339.41 $272.02 $54.40 $0.43
2015 +19.67% +$1966.94 $306.22 $61.24 $0.49
2014 +2.44% +$243.99 $288.54 $57.71 $0.46
2013 +27.64% +$2763.73 $352.54 $70.51 $0.56
2012 +8.15% +$814.83 $371.09 $74.22 $0.59
2011 +4.42% +$441.63 $376.84 $75.37 $0.60
2010 +17.73% +$1772.80 $430.50 $86.10 $0.69
2009 -28.25% $2824.54 $490.80 $98.16 $0.79
2008 +9.12% +$911.75 $513.06 $102.61 $0.82
2007 -28.44% $2844.41 $353.41 $70.68 $0.56
2006 +3.59% +$359.31 $355.15 $71.03 $0.57
2005 -5.08% $507.55 $327.94 $65.59 $0.52
2004 -6.68% $668.13 $297.71 $59.54 $0.48
2003 +24.13% +$2412.75 $351.02 $70.20 $0.56
2002 +43.20% +$4319.84 $435.03 $87.00 $0.69
2001 +0.91% +$90.95 $344.84 $68.97 $0.55
2000 +46.65% +$4665.33 $403.52 $80.70 $0.65
1999 +6.99% +$699.49 $346.46 $69.29 $0.56
1998 -8.85% $885.13 $248.81 $49.76 $0.39
1997 +48.15% +$4814.68 $236.49 $47.29 $0.38
1996 partial +20.00% (+44.47% ann.) +$2000.00 $0.00 $0.00 $0.00

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Dot-com bubble / TMT mania partial July 3, 1996 – March 10, 2000 +58.70% +13.35% +$5870.25 $1407.69 $281.52 $2.25
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 +71.58% +23.34% +$7157.96 $1419.62 $283.92 $2.27
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +10.73% +2.06% +$1072.60 $2362.42 $472.48 $3.78
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -55.19% -43.34% $5518.82 $711.73 $142.35 $1.14
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +100.74% +22.93% +$10074.07 $2495.45 $499.09 $4.00
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +104.26% +9.90% +$10426.18 $3509.08 $701.82 $5.61
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -43.33% -99.85% $4333.19 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +2.08% +3.37% +$208.15 $358.76 $71.75 $0.57
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +33.29% +31.34% +$3329.46 $426.34 $85.27 $0.68
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 +14.88% +15.87% +$1487.88 $362.86 $72.57 $0.58
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -17.93% -10.11% $1792.92 $608.66 $121.73 $0.98
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +10.08% +6.31% +$1007.66 $677.36 $135.47 $1.08

Dividend History

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

Date Per Share Yield %
1997-05-01 $0.0667 0.68%
1997-07-24 $0.0667 0.58%
1997-10-23 $0.0667 0.52%
1998-01-29 $0.0667 0.57%
1998-04-30 $0.0800 0.61%
1998-07-30 $0.0800 0.63%
1998-10-29 $0.0800 0.86%
1999-02-03 $0.0800 0.77%
1999-04-29 $0.1000 0.97%
1999-07-29 $0.1000 0.81%
1999-10-28 $0.1000 0.92%
2000-02-02 $0.0800 0.77%
2000-05-03 $0.1267 1.17%
2000-08-02 $0.1267 0.99%
2000-11-01 $0.1267 0.91%
2001-01-31 $0.1267 0.84%
2001-05-02 $0.1400 0.91%
2001-08-01 $0.1400 0.83%
2001-10-31 $0.1533 0.95%
2002-01-30 $0.1600 0.94%
2002-05-01 $0.1733 0.82%
2002-07-31 $0.1800 0.86%
2002-10-30 $0.1800 0.85%
2003-01-29 $0.1800 0.79%
2003-04-30 $0.2000 0.90%
2003-07-30 $0.2000 0.81%
2003-10-29 $0.2000 0.77%
2004-01-28 $0.2000 0.79%
2004-04-28 $0.2000 0.89%
2004-07-28 $0.2000 0.90%
2004-10-27 $0.2000 0.83%
2005-01-26 $0.2000 0.85%
2005-04-27 $0.2000 0.97%
2005-07-27 $0.2000 0.82%
2005-10-26 $0.2000 0.85%
2006-01-25 $0.2000 0.84%
2006-04-26 $0.2000 0.87%
2006-07-26 $0.2000 0.90%
2006-10-25 $0.2000 0.87%
2007-01-24 $0.2000 0.93%
2007-04-25 $0.2000 1.11%
2007-08-01 $0.2000 1.30%
2007-10-31 $0.2000 1.24%
2008-01-30 $0.2000 1.22%
2008-04-30 $0.2000 1.06%
2008-07-30 $0.2000 1.01%
2008-10-29 $0.2000 1.44%
2009-01-28 $0.2000 1.52%
2009-04-29 $0.2000 1.67%
2009-07-30 $0.2000 1.70%
2009-10-29 $0.2000 2.07%
2010-01-28 $0.1200 1.14%
2010-04-29 $0.1200 0.93%
2010-07-29 $0.1200 0.96%
2010-10-28 $0.1200 1.00%
2011-01-27 $0.1200 0.87%
2011-04-28 $0.1200 0.83%
2011-07-28 $0.1200 0.91%
2011-10-27 $0.1200 0.95%
2012-01-26 $0.1200 0.86%
2012-04-26 $0.1200 0.84%
2012-07-26 $0.1200 0.88%
2012-10-25 $0.1200 0.87%
2013-01-31 $0.1200 0.87%
2013-04-25 $0.1200 0.85%
2013-07-25 $0.1200 0.69%
2013-10-24 $0.1200 0.67%
2014-01-30 $0.1200 0.68%
2014-05-01 $0.1200 0.74%
2014-07-31 $0.1200 0.74%
2014-10-30 $0.1300 0.80%
2015-01-29 $0.1300 0.80%
2015-04-30 $0.1300 0.75%
2015-07-30 $0.1300 0.74%
2015-10-29 $0.1300 0.67%
2016-01-28 $0.1300 0.73%
2016-05-05 $0.1300 0.71%
2016-08-04 $0.1300 0.69%
2016-11-03 $0.1500 0.73%
2017-02-02 $0.1500 0.53%
2017-05-04 $0.1500 0.53%
2017-08-03 $0.1500 0.55%
2017-11-03 $0.1500 0.55%
2018-02-02 $0.1500 0.56%
2018-05-04 $0.1500 0.56%
2018-08-03 $0.1500 0.52%
2018-11-02 $0.1700 0.67%
2019-02-01 $0.1700 0.71%
2019-05-03 $0.1700 0.68%
2019-08-02 $0.1700 0.71%
2019-11-01 $0.1700 0.71%
2020-02-04 $0.1700 0.73%
2020-05-01 $0.1700 1.01%
2020-07-31 $0.1700 1.06%
2020-11-06 $0.1700 1.14%
2021-02-05 $0.1700 0.89%
2021-05-07 $0.1700 0.75%
2021-08-06 $0.1700 0.84%
2021-11-05 $0.1700 0.78%
2022-02-04 $0.1700 0.75%
2022-05-06 $0.1700 0.89%
2022-08-05 $0.2000 0.96%
2022-11-04 $0.2000 0.89%
2023-02-03 $0.2000 0.81%
2023-05-05 $0.2000 1.49%
2023-08-04 $0.2000 1.07%
2023-11-03 $0.2000 1.47%
2024-02-02 $0.2000 1.20%
2024-05-03 $0.2000 1.29%
2024-08-05 $0.2000 1.21%
2024-11-04 $0.2000 1.10%
2025-02-03 $0.2000 1.11%
2025-05-05 $0.2000 1.16%
2025-08-04 $0.2000 1.22%
2025-11-03 $0.2000 1.10%
2026-02-02 $0.2000 1.07%
Total 116 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
2021-05-07 $72.34 $14.47 $0.12 2.5807
2021-08-06 $72.78 $14.56 $0.12 2.6989
2021-11-05 $73.24 $14.65 $0.12 2.6530
2022-02-04 $73.69 $14.74 $0.12 2.6032
2022-05-06 $74.13 $14.83 $0.12 3.1299
2022-08-05 $87.84 $17.57 $0.14 3.3604
2022-11-04 $88.51 $17.70 $0.14 3.0752
2023-02-03 $89.13 $17.82 $0.14 2.8658
2023-05-05 $89.70 $17.94 $0.14 5.1412
2023-08-04 $90.73 $18.15 $0.15 3.9134
2023-11-03 $91.51 $18.30 $0.15 5.1744
2024-02-02 $92.55 $18.51 $0.15 4.5219
2024-05-03 $93.45 $18.69 $0.15 4.8292
2024-08-05 $94.42 $18.88 $0.15 4.7470
2024-11-04 $95.36 $19.07 $0.15 4.2944
2025-02-03 $96.22 $19.24 $0.15 4.4331
2025-05-05 $97.11 $19.42 $0.15 4.5688
2025-08-04 $98.02 $19.60 $0.16 4.7955
2025-11-03 $98.98 $19.80 $0.16 4.3783
2026-02-02 $99.86 $19.97 $0.16 4.1940
Total $1769.57 $353.91 $2.83 77.9583

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.

ETR

CAGR 9.29% Total 11849.15% Final $1,194,915
1972-06-01 — 2026-04-14
ODFL

CAGR 18.81% Total 37991.96% Final $3,809,196
1991-10-24 — 2026-04-14
XPRO

CAGR -15.79% Total -88.69% Final $1,131
2013-08-09 — 2026-04-14