Broadridge Financial Solutions, Inc. (BR) Stock Total Returns
Growth of $10,000 chart
2021-04-21 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$10,776
Total Return
7.76%
CAGR
1.51%
Dividends
$1,010.39
Yield on Cost
10.10%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.32% |
| Median | +0.74% |
| Best | +24.82% |
| Worst | -24.87% |
| % of Windows Positive | 55.2% |
1-Year (252 Trading Days)
| Average | +10.85% |
| Median | +14.34% |
| Best | +56.53% |
| Worst | -33.33% |
| % of Windows Positive | 69.2% |
3-Year (756 Trading Days)
| Average | +47.95% |
| Median | +48.88% |
| Best | +87.77% |
| Worst | +9.58% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -42.76% |
| Average Drawdown | -9.83% |
| Drawdown Duration | 177 Trading Days (Unrecovered) |
| Sortino Ratio | 0.25 |
| Calmar Ratio | 0.04 |
| CVaR (5%) | -3.54% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -27.15% (-64.74% ann.) | $2715.17 | $43.69 | $8.74 | $0.07 |
| 2025 | -0.05% | $5.36 | $164.87 | $32.97 | $0.26 |
| 2024 | +11.30% | +$1130.10 | $164.13 | $32.83 | $0.26 |
| 2023 | +55.65% | +$5564.72 | $228.77 | $45.75 | $0.37 |
| 2022 | -25.53% | $2552.99 | $150.18 | $30.04 | $0.24 |
| 2021 | +20.76% | +$2076.42 | $159.37 | $31.87 | $0.26 |
| 2020 | +25.83% | +$2583.47 | $181.62 | $36.32 | $0.29 |
| 2019 | +30.13% | +$3012.91 | $214.12 | $42.82 | $0.34 |
| 2018 | +7.55% | +$754.77 | $188.51 | $37.70 | $0.30 |
| 2017 | +38.59% | +$3858.63 | $210.86 | $42.17 | $0.34 |
| 2016 | +25.37% | +$2537.18 | $235.97 | $47.20 | $0.38 |
| 2015 | +18.39% | +$1839.06 | $248.49 | $49.70 | $0.40 |
| 2014 | +19.03% | +$1902.94 | $244.66 | $48.93 | $0.39 |
| 2013 | +76.44% | +$7643.51 | $343.99 | $68.79 | $0.55 |
| 2012 | +3.88% | +$387.81 | $304.26 | $60.86 | $0.49 |
| 2011 | +5.22% | +$522.16 | $285.16 | $57.04 | $0.47 |
| 2010 | -0.68% | $67.63 | $259.20 | $51.84 | $0.43 |
| 2009 | +82.89% | +$8288.72 | $337.11 | $67.42 | $0.53 |
| 2008 | -43.40% | $4339.70 | $116.37 | $23.28 | $0.20 |
| 2007 partial | +12.39% (+16.21% ann.) | +$1239.22 | $89.77 | $17.95 | $0.15 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| China-WTO / housing-credit / commodity boom partial | March 22, 2007 – October 9, 2007 | -2.18% | -3.93% | $218.44 | $59.77 | $11.95 | $0.10 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -17.99% | -13.10% | $1799.23 | $164.30 | $32.86 | $0.28 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +36.52% | +9.66% | +$3652.34 | $1222.78 | $244.57 | $1.99 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +560.61% | +28.34% | +$56060.73 | $4950.67 | $990.13 | $7.91 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -30.27% | -98.37% | $3026.89 | $44.49 | $8.90 | $0.07 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +55.67% | +103.82% | +$5566.58 | $117.80 | $23.56 | $0.19 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +20.96% | +19.78% | +$2095.57 | $161.79 | $32.36 | $0.26 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -19.57% | -20.64% | $1956.82 | $157.70 | $31.54 | $0.25 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +53.68% | +26.09% | +$5367.52 | $448.97 | $89.79 | $0.72 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | -20.84% | -13.69% | $2084.48 | $268.90 | $53.78 | $0.43 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2007-06-13 | $0.0600 | 0.31% |
| 2007-09-12 | $0.0600 | 0.35% |
| 2007-12-13 | $0.0600 | 0.25% |
| 2008-03-13 | $0.0600 | 0.32% |
| 2008-06-12 | $0.0600 | 0.27% |
| 2008-09-10 | $0.0700 | 0.38% |
| 2008-12-11 | $0.0700 | 0.57% |
| 2009-03-13 | $0.0700 | 0.40% |
| 2009-06-11 | $0.0700 | 0.40% |
| 2009-09-10 | $0.1400 | 0.64% |
| 2009-12-11 | $0.1400 | 0.61% |
| 2010-03-15 | $0.1400 | 0.63% |
| 2010-06-11 | $0.1400 | 0.71% |
| 2010-09-13 | $0.1500 | 0.67% |
| 2010-12-15 | $0.1500 | 0.67% |
| 2011-03-11 | $0.1500 | 0.68% |
| 2011-06-13 | $0.1500 | 0.69% |
| 2011-09-13 | $0.1600 | 0.80% |
| 2011-12-08 | $0.1600 | 0.72% |
| 2012-03-12 | $0.1600 | 0.66% |
| 2012-06-14 | $0.1600 | 0.77% |
| 2012-09-12 | $0.1800 | 0.75% |
| 2012-12-10 | $0.1800 | 0.76% |
| 2013-03-13 | $0.1800 | 0.76% |
| 2013-06-13 | $0.1800 | 0.68% |
| 2013-09-12 | $0.2100 | 0.68% |
| 2013-12-10 | $0.2100 | 0.55% |
| 2014-03-12 | $0.2100 | 0.55% |
| 2014-06-12 | $0.2100 | 0.51% |
| 2014-09-11 | $0.2700 | 0.63% |
| 2014-12-10 | $0.2700 | 0.60% |
| 2015-03-11 | $0.2700 | 0.52% |
| 2015-06-15 | $0.2700 | 0.52% |
| 2015-09-11 | $0.3000 | 0.57% |
| 2015-12-10 | $0.3000 | 0.57% |
| 2016-03-10 | $0.3000 | 0.53% |
| 2016-06-15 | $0.3000 | 0.47% |
| 2016-09-13 | $0.3300 | 0.47% |
| 2016-12-12 | $0.3300 | 0.50% |
| 2017-03-10 | $0.3300 | 0.48% |
| 2017-06-13 | $0.3300 | 0.44% |
| 2017-09-14 | $0.3650 | 0.46% |
| 2017-12-14 | $0.3650 | 0.41% |
| 2018-03-14 | $0.3650 | 0.34% |
| 2018-06-14 | $0.3650 | 0.32% |
| 2018-09-17 | $0.4850 | 0.35% |
| 2018-12-13 | $0.4850 | 0.49% |
| 2019-03-14 | $0.4850 | 0.47% |
| 2019-06-13 | $0.4850 | 0.37% |
| 2019-09-12 | $0.5400 | 0.43% |
| 2019-12-12 | $0.5400 | 0.45% |
| 2020-03-12 | $0.5400 | 0.55% |
| 2020-06-11 | $0.5400 | 0.44% |
| 2020-09-14 | $0.5750 | 0.43% |
| 2020-12-14 | $0.5750 | 0.39% |
| 2021-03-12 | $0.5750 | 0.40% |
| 2021-06-14 | $0.5750 | 0.35% |
| 2021-09-14 | $0.6400 | 0.38% |
| 2021-12-14 | $0.6400 | 0.36% |
| 2022-03-14 | $0.6400 | 0.44% |
| 2022-06-14 | $0.6400 | 0.47% |
| 2022-09-14 | $0.7250 | 0.43% |
| 2022-12-14 | $0.7250 | 0.50% |
| 2023-03-14 | $0.7250 | 0.53% |
| 2023-06-14 | $0.7250 | 0.46% |
| 2023-09-14 | $0.8000 | 0.43% |
| 2023-12-14 | $0.8000 | 0.41% |
| 2024-03-14 | $0.8000 | 0.39% |
| 2024-06-14 | $0.8000 | 0.41% |
| 2024-09-12 | $0.8800 | 0.42% |
| 2024-12-13 | $0.8800 | 0.37% |
| 2025-03-13 | $0.8800 | 0.39% |
| 2025-06-12 | $0.8800 | 0.36% |
| 2025-09-11 | $0.9750 | 0.39% |
| 2025-12-12 | $0.9750 | 0.42% |
| 2026-03-16 | $0.9750 | 0.55% |
| Total | 76 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-21 to 2026-04-21. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-06-14 | $35.77 | $7.15 | $0.06 | 0.1774 |
| 2021-09-14 | $39.93 | $7.99 | $0.06 | 0.1879 |
| 2021-12-14 | $40.05 | $8.01 | $0.06 | 0.1802 |
| 2022-03-14 | $40.16 | $8.03 | $0.06 | 0.2238 |
| 2022-06-14 | $40.31 | $8.06 | $0.06 | 0.2394 |
| 2022-09-14 | $45.83 | $9.17 | $0.07 | 0.2194 |
| 2022-12-14 | $45.99 | $9.20 | $0.07 | 0.2607 |
| 2023-03-14 | $46.18 | $9.24 | $0.07 | 0.2691 |
| 2023-06-14 | $46.38 | $9.28 | $0.07 | 0.2352 |
| 2023-09-14 | $51.36 | $10.27 | $0.08 | 0.2181 |
| 2023-12-14 | $51.54 | $10.31 | $0.08 | 0.2125 |
| 2024-03-14 | $51.71 | $10.34 | $0.08 | 0.2067 |
| 2024-06-14 | $51.87 | $10.37 | $0.08 | 0.2122 |
| 2024-09-12 | $57.24 | $11.45 | $0.09 | 0.2171 |
| 2024-12-13 | $57.44 | $11.49 | $0.09 | 0.1964 |
| 2025-03-13 | $57.61 | $11.52 | $0.09 | 0.2039 |
| 2025-06-12 | $57.79 | $11.56 | $0.09 | 0.1924 |
| 2025-09-11 | $64.21 | $12.84 | $0.10 | 0.2012 |
| 2025-12-12 | $64.41 | $12.88 | $0.10 | 0.2235 |
| 2026-03-16 | $64.63 | $12.93 | $0.10 | 0.2889 |
| Total | $1010.39 | $202.08 | $1.62 | 4.3659 |
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.