Esquire Financial Holdings, Inc. (ESQ) Stock Total Returns
Growth of $10,000 chart
2021-04-21 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$50,387
Total Return
403.87%
CAGR
38.19%
Dividends
$1,005.74
Yield on Cost
10.06%
Rolling Returns
1-Month (21 Trading Days)
| Average | +3.07% |
| Median | +3.16% |
| Best | +30.93% |
| Worst | -21.22% |
| % of Windows Positive | 64.9% |
1-Year (252 Trading Days)
| Average | +39.39% |
| Median | +35.98% |
| Best | +119.51% |
| Worst | -3.49% |
| % of Windows Positive | 99.6% |
3-Year (756 Trading Days)
| Average | +145.89% |
| Median | +145.82% |
| Best | +225.99% |
| Worst | +84.95% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -24.85% |
| Average Drawdown | -6.84% |
| Drawdown Duration | 153 Trading Days |
| Sortino Ratio | 1.81 |
| Calmar Ratio | 1.54 |
| CVaR (5%) | -4.21% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +9.41% (+34.43% ann.) | +$940.87 | $19.59 | $3.92 | $0.03 |
| 2025 | +29.17% | +$2917.34 | $88.26 | $17.65 | $0.14 |
| 2024 | +60.51% | +$6050.87 | $120.53 | $24.11 | $0.19 |
| 2023 | +16.46% | +$1645.82 | $110.16 | $22.03 | $0.18 |
| 2022 | +38.11% | +$3811.32 | $89.07 | $17.82 | $0.14 |
| 2021 | +64.15% | +$6414.80 | $0.00 | $0.00 | $0.00 |
| 2020 | -26.39% | $2639.05 | $0.00 | $0.00 | $0.00 |
| 2019 | +20.14% | +$2013.82 | $0.00 | $0.00 | $0.00 |
| 2018 | +9.93% | +$992.91 | $0.00 | $0.00 | $0.00 |
| 2017 partial | +29.44% (+66.45% ann.) | +$2944.26 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Secular stagnation / QE / low inflation / duration bull partial | June 27, 2017 – February 19, 2020 | +52.39% | +17.25% | +$5239.34 | $0.00 | $0.00 | $0.00 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -47.23% | -99.93% | $4722.69 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +9.39% | +15.53% | +$938.55 | $0.00 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +91.88% | +85.58% | +$9188.42 | $0.00 | $0.00 | $0.00 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +30.61% | +32.79% | +$3061.31 | $54.59 | $10.92 | $0.08 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +41.24% | +20.48% | +$4123.70 | $229.13 | $45.83 | $0.37 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | +77.88% | +43.72% | +$7787.65 | $166.65 | $33.33 | $0.27 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2022-05-13 | $0.0900 | 0.26% |
| 2022-08-12 | $0.0900 | 0.23% |
| 2022-11-14 | $0.1000 | 0.23% |
| 2023-02-14 | $0.1000 | 0.22% |
| 2023-05-12 | $0.1250 | 0.32% |
| 2023-08-14 | $0.1250 | 0.25% |
| 2023-11-14 | $0.1250 | 0.27% |
| 2024-02-14 | $0.1500 | 0.31% |
| 2024-05-14 | $0.1500 | 0.31% |
| 2024-08-15 | $0.1500 | 0.27% |
| 2024-11-15 | $0.1500 | 0.21% |
| 2025-02-14 | $0.1750 | 0.21% |
| 2025-05-15 | $0.1750 | 0.19% |
| 2025-08-15 | $0.1750 | 0.18% |
| 2025-11-14 | $0.1750 | 0.18% |
| 2026-02-13 | $0.2000 | 0.19% |
| Total | 16 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 |
|---|---|---|---|---|
| 2022-05-13 | $39.46 | $7.89 | $0.06 | 0.8949 |
| 2022-08-12 | $39.54 | $7.91 | $0.06 | 0.7931 |
| 2022-11-14 | $44.01 | $8.81 | $0.07 | 0.8017 |
| 2023-02-14 | $44.09 | $8.82 | $0.07 | 0.7973 |
| 2023-05-12 | $55.21 | $11.04 | $0.09 | 1.0963 |
| 2023-08-14 | $55.35 | $11.07 | $0.09 | 0.8913 |
| 2023-11-14 | $55.46 | $11.09 | $0.09 | 0.9200 |
| 2024-02-14 | $66.69 | $13.34 | $0.11 | 1.0785 |
| 2024-05-14 | $66.85 | $13.37 | $0.11 | 1.0897 |
| 2024-08-15 | $67.02 | $13.40 | $0.11 | 0.9443 |
| 2024-11-15 | $67.16 | $13.43 | $0.11 | 0.7472 |
| 2025-02-14 | $78.48 | $15.70 | $0.13 | 0.7479 |
| 2025-05-15 | $78.61 | $15.72 | $0.13 | 0.6877 |
| 2025-08-15 | $78.73 | $15.74 | $0.13 | 0.6579 |
| 2025-11-14 | $78.84 | $15.77 | $0.13 | 0.6432 |
| 2026-02-13 | $90.24 | $18.04 | $0.15 | 0.6614 |
| Total | $1005.74 | $201.16 | $1.61 | 13.4524 |
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.