Eastern Bankshares, Inc. (EBC) Stock Total Returns

Growth of $10,000 chart

2021-04-21 to 2026-04-21
to
$
%
%
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Investment Performance

Final Value
$11,227
Total Return
12.27%
CAGR
2.34%
Dividends
$1,115.37
Yield on Cost
11.15%

Rolling Returns

1-Month (21 Trading Days)
Average+0.41%
Median-0.05%
Best+27.46%
Worst-27.43%
% of Windows Positive49.7%
1-Year (252 Trading Days)
Average+1.50%
Median+5.88%
Best+69.61%
Worst-45.78%
% of Windows Positive57.3%
3-Year (756 Trading Days)
Average-4.19%
Median-10.02%
Best+85.88%
Worst-38.16%
% of Windows Positive21.6%

Risk Metrics

Maximum Drawdown -52.69%
Average Drawdown -21.83%
Drawdown Duration 1177 Trading Days
Sortino Ratio 0.33
Calmar Ratio 0.04
CVaR (5%) -4.69%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +11.24% (+41.98% ann.) +$1123.96 $70.54 $14.11 $0.11
2025 +9.42% +$942.29 $298.39 $59.68 $0.48
2024 +24.40% +$2439.72 $320.03 $64.01 $0.50
2023 -15.56% $1556.14 $239.85 $47.97 $0.39
2022 -13.09% $1309.48 $199.48 $39.89 $0.31
2021 +25.17% +$2516.55 $184.78 $36.96 $0.31
2020 partial +34.24% (+304.19% ann.) +$3423.87 $0.00 $0.00 $0.00

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Policy bazooka / monetary euphoria partial October 15, 2020 – November 6, 2020 +1.32% +24.26% +$131.69 $0.00 $0.00 $0.00
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +61.68% +57.74% +$6167.66 $173.34 $34.67 $0.29
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -5.74% -6.08% $574.00 $189.82 $37.97 $0.30
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -9.78% -5.40% $977.75 $443.21 $88.65 $0.70
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 21, 2026 +26.09% +15.72% +$2609.50 $460.75 $92.15 $0.74

Dividend History

Annual Dividends Per Share
TTM Yield
Consecutive Years Paid
current
Consecutive Years of Growth
current

Date Per Share Yield %
2021-03-02 $0.0600 0.34%
2021-06-02 $0.0800 0.36%
2021-09-02 $0.0800 0.41%
2021-12-02 $0.0800 0.41%
2022-03-02 $0.1000 0.47%
2022-06-02 $0.1000 0.52%
2022-09-01 $0.1000 0.52%
2022-12-01 $0.1000 0.51%
2023-03-02 $0.1000 0.64%
2023-06-01 $0.1000 0.92%
2023-08-31 $0.1000 0.74%
2023-11-30 $0.1100 0.90%
2024-02-29 $0.1100 0.86%
2024-06-03 $0.1100 0.80%
2024-09-03 $0.1100 0.65%
2024-12-03 $0.1200 0.65%
2025-03-03 $0.1200 0.67%
2025-06-03 $0.1300 0.88%
2025-09-03 $0.1300 0.76%
2025-12-03 $0.1300 0.70%
2026-03-06 $0.1300 0.67%
Total 21 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
2021-06-02 $39.70 $7.94 $0.07 1.4415
2021-09-02 $39.82 $7.96 $0.07 1.6480
2021-12-02 $39.95 $7.99 $0.07 1.5972
2022-03-02 $50.10 $10.02 $0.08 1.8560
2022-06-02 $50.28 $10.06 $0.08 2.0693
2022-09-01 $50.49 $10.10 $0.08 2.0800
2022-12-01 $50.70 $10.14 $0.08 2.0907
2023-03-02 $50.91 $10.18 $0.08 2.6238
2023-06-01 $51.17 $10.24 $0.08 3.6217
2023-08-31 $51.53 $10.31 $0.08 3.0566
2023-11-30 $57.02 $11.40 $0.09 3.8064
2024-02-29 $57.44 $11.49 $0.09 3.5495
2024-06-03 $57.83 $11.56 $0.09 3.3974
2024-09-03 $58.20 $11.64 $0.09 2.7776
2024-12-03 $63.82 $12.77 $0.10 2.8201
2025-03-03 $64.17 $12.83 $0.10 2.8894
2025-06-03 $69.89 $13.98 $0.11 3.7299
2025-09-03 $70.37 $14.07 $0.11 3.3012
2025-12-03 $70.80 $14.16 $0.11 3.0037
2026-03-06 $71.19 $14.24 $0.11 2.9932
Total $1115.37 $223.08 $1.79 54.3533

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.

ULCC

CAGR -25.60% Total -77.56% Final $2,244
2021-04-01 — 2026-04-21
CVLG

CAGR 3.89% Total 232.31% Final $33,231
1994-10-28 — 2026-04-21
MNPR

CAGR 37.90% Total 61.39% Final $16,139
2024-10-24 — 2026-04-21