Burke & Herbert Financial Services Corp. trailing returns
Burke & Herbert Financial Services Corp.'s 10-year return is +6.7% a year (CAGR) (+91.9% cumulative). How Burke & Herbert Financial Services Corp. (BHRB) has performed over the last day, week, month and year, over 5, 10 and 20 years, and since inception, through October 20, 2026 — price return and dividends side by side, with the worst drop inside each window.
Trailing returns by period#
To 2026-10-20. Price return + dividends = total return. Per year (CAGR) for windows of a year or more, with the cumulative total return beneath. Worst drop: the deepest fall in the price from a high inside the window, and when it bottomed.
| Period | Price | DivsDividends | Total | Worst drop |
|---|---|---|---|---|
| 1 day | +1.5% | +0.0% | +1.5% | — |
| 5 days | +1.4% | +0.0% | +1.4% | -1.0%Oct 14 |
| 1 month | +0.4% | +0.0% | +0.4% | -2.1%Oct 14 |
| YTD | +12.6% | +2.8% | +15.4% | -13.4%Mar 20 |
| 1 year | +16.6% | +4.0% | +20.5% | -13.7%Mar 2026 |
| 5 years | +5.3% | +3.0% | +8.3%+49.0% | -48.4%Oct 2023 |
| 10 years | +3.9% | +2.8% | +6.7%+91.9% | -48.4%Oct 2023 |
| 20 years | +2.6% | +3.0% | +5.6%+196.3% | -48.4%Oct 2023 |
| Since inception (2003) | +1.5% | +2.6% | +4.1%+150.0% | -51.0%Mar 2008 |
Growth of BHRB#
Actual level with dividends reinvested (solid); dashed lines are each window's constant-rate path from start to today.
- 5 years+8.3%/year · +49.0%
- 10 years+6.7%/year · +91.9%
- 20 years+5.6%/year · +196.3%
Methodology#
Trailing returns measure from the closest close about N years before the latest close (2026-10-20). Cumulative return is the total change over the window; annualized return is the compound annual growth rate (CAGR), shown for windows of a year or more. Price return is the change in BHRB's closing price; total return reinvests dividends (from its split- and dividend-adjusted closes); the dividends column is the difference between the two. The worst drop is the largest fall in the closing price from a high to a later low inside the window, the way a drawdown is usually quoted. See the year-by-year returns for the calendar breakdown. Past performance does not predict future returns; not investment advice.
FAQ#
- What is Burke & Herbert Financial Services Corp.'s 10-year return?
- Over the last 10 years, Burke & Herbert Financial Services Corp. (BHRB) returned about +6.7% a year annualized (+91.9% cumulative total return).
- What is Burke & Herbert Financial Services Corp.'s 20-year annualized return?
- Over the last 20 years, Burke & Herbert Financial Services Corp. (BHRB) compounded at about +5.6% a year (+196.3% cumulative).
- What is Burke & Herbert Financial Services Corp.'s return since inception?
- Since 2003, Burke & Herbert Financial Services Corp. (BHRB) has compounded at about +4.1% a year — +150.0% in total.