The total return over the past 12 months is +77.48% vs. +16.94% for the S&P 500. So far it's up +49.06% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +74.23% | +39.08% | +12.39% | +9.39% | +14.89% | +4.16% |
| Total Return CAGR | +77.48% | +42.82% | +15.32% | +11.85% | +16.99% | +5.59% |
| Revenue CAGR | +0.74% | +7.91% | +8.69% | +9.21% | +6.43% | +7.10% |
| Net Income CAGR | +60.60% | +8.29% | +10.38% | +11.86% | +14.86% | +9.69% |
| EPS CAGR | +59.12% | +1.38% | +13.86% | +7.45% | +9.65% | +7.48% |
| Free Cash Flow CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Operating Cash Flow CAGR | +11.91% | +5.37% | (0.32%) | +14.36% | +4.16% | +6.90% |
| Dividends CAGR | 0.00% | +11.31% | +9.46% | +7.18% | N/A | N/A |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
Bank of the James Financial Group, Inc. (BOTJ)
| Year | Start price | End price | BOTJ Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $18.58 | $27.34 | +49.06% | +14.51% | +34.55% |
| 2025 | $15.87 | $18.58 | +20.25% | +17.72% | +2.53% |
| 2024 | $12.22 | $15.87 | +34.09% | +24.89% | +9.20% |
| 2023 | $11.91 | $12.22 | +5.76% | +26.19% | (20.43%) |
| 2022 | $15.46 | $11.91 | (21.20%) | (18.17%) | (3.03%) |
| 2021 | $11.02 | $15.46 | +42.78% | +28.74% | +14.04% |
| 2020 | $13.88 | $11.02 | (18.66%) | +18.37% | (37.03%) |
| 2019 | $11.82 | $13.88 | +19.72% | +31.22% | (11.50%) |
| 2018 | $13.57 | $11.82 | (11.48%) | (4.56%) | (6.92%) |
| 2017 | $13.79 | $13.57 | (0.03%) | +21.70% | (21.73%) |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.
