The total return over the past 12 months is -5.53% vs. +16.94% for the S&P 500. So far it's up +4.22% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | (9.02%) | +8.31% | +1.33% | +1.53% | +10.17% | +8.82% |
| Total Return CAGR | (5.53%) | +12.45% | +4.97% | +4.77% | +13.08% | +11.46% |
| Revenue CAGR | (0.40%) | +15.63% | +18.68% | +17.36% | +18.11% | +15.54% |
| Net Income CAGR | (3.76%) | +2.76% | +5.51% | +13.00% | +13.61% | +16.47% |
| EPS CAGR | (2.26%) | +10.92% | +22.41% | +11.45% | +13.41% | +13.78% |
| Free Cash Flow CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Operating Cash Flow CAGR | +2.27% | +1.69% | +9.11% | +13.42% | +25.69% | +18.67% |
| Dividends CAGR | +10.13% | +11.36% | +10.06% | +12.20% | +17.75% | +15.80% |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
Bank OZK (OZK)
| Year | Start price | End price | OZK Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $46.02 | $46.59 | +4.22% | +14.51% | (10.29%) |
| 2025 | $44.53 | $46.02 | +7.33% | +17.72% | (10.39%) |
| 2024 | $49.83 | $44.53 | (7.38%) | +24.89% | (32.27%) |
| 2023 | $40.06 | $49.83 | +29.07% | +26.19% | +2.88% |
| 2022 | $46.53 | $40.06 | (11.25%) | (18.17%) | +6.92% |
| 2021 | $31.27 | $46.53 | +53.02% | +28.74% | +24.28% |
| 2020 | $30.51 | $31.27 | +7.32% | +18.37% | (11.05%) |
| 2019 | $22.83 | $30.51 | +38.18% | +31.22% | +6.96% |
| 2018 | $48.45 | $22.83 | (52.01%) | (4.56%) | (47.45%) |
| 2017 | $52.59 | $48.45 | (6.51%) | +21.70% | (28.21%) |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.
