The total return over the past 12 months is +18.77% vs. +16.94% for the S&P 500. So far it's up +13.94% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +14.89% | +13.28% | +5.11% | +3.74% | +1.40% | +2.38% |
| Total Return CAGR | +18.77% | +17.42% | +8.92% | +7.50% | +9.19% | +9.06% |
| Revenue CAGR | (10.09%) | +43.60% | +30.19% | N/A | N/A | N/A |
| Net Income CAGR | (7.14%) | +36.63% | +23.93% | N/A | N/A | N/A |
| EPS CAGR | (9.25%) | +9.33% | +18.55% | N/A | N/A | N/A |
| Free Cash Flow CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Operating Cash Flow CAGR | (28.69%) | +22.38% | +36.02% | N/A | N/A | N/A |
| Dividends CAGR | +2.81% | +1.24% | +1.92% | +1.75% | +1.35% | +8.46% |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
Burke & Herbert Financial Services Corp. (BHRB)
| Year | Start price | End price | BHRB Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $62.31 | $69.28 | +13.94% | +14.51% | (0.57%) |
| 2025 | $62.36 | $62.31 | +3.58% | +17.72% | (14.14%) |
| 2024 | $62.90 | $62.36 | +2.80% | +24.89% | (22.09%) |
| 2023 | $70.70 | $62.90 | (7.85%) | +26.19% | (34.04%) |
| 2022 | $55.00 | $70.70 | +33.46% | (18.17%) | +51.63% |
| 2021 | $42.67 | $55.00 | +34.01% | +28.74% | +5.27% |
| 2020 | $55.91 | $42.67 | (20.25%) | +18.37% | (38.62%) |
| 2019 | $73.45 | $55.91 | (21.46%) | +31.22% | (52.68%) |
| 2018 | $65.63 | $73.45 | +15.11% | (4.56%) | +19.67% |
| 2017 | $50.25 | $65.63 | +35.13% | +21.70% | +13.43% |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.
