Oak Valley Bancorp (OVLY) Stock Total Returns
Growth of $10,000 chart
2021-04-21 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$21,558
Total Return
115.58%
CAGR
16.61%
Dividends
$1,319.45
Yield on Cost
13.19%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.45% |
| Median | +0.97% |
| Best | +21.17% |
| Worst | -15.44% |
| % of Windows Positive | 56.7% |
1-Year (252 Trading Days)
| Average | +15.50% |
| Median | +9.69% |
| Best | +63.17% |
| Worst | -13.02% |
| % of Windows Positive | 81.7% |
3-Year (756 Trading Days)
| Average | +51.28% |
| Median | +52.11% |
| Best | +89.85% |
| Worst | +20.67% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -26.48% |
| Average Drawdown | -9.73% |
| Drawdown Duration | 277 Trading Days |
| Sortino Ratio | 1.00 |
| Calmar Ratio | 0.63 |
| CVaR (5%) | -4.11% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +16.00% (+62.98% ann.) | +$1600.19 | $124.75 | $24.95 | $0.20 |
| 2025 | +4.64% | +$463.61 | $206.09 | $41.22 | $0.33 |
| 2024 | -1.04% | $104.46 | $150.74 | $30.15 | $0.24 |
| 2023 | +33.53% | +$3353.19 | $141.64 | $28.33 | $0.23 |
| 2022 | +31.92% | +$3191.81 | $172.99 | $34.60 | $0.28 |
| 2021 | +6.17% | +$617.11 | $175.14 | $35.03 | $0.28 |
| 2020 | -13.33% | $1332.77 | $144.32 | $28.87 | $0.23 |
| 2019 | +7.58% | +$757.96 | $147.99 | $29.60 | $0.24 |
| 2018 | -5.45% | $545.50 | $133.38 | $26.68 | $0.21 |
| 2017 | +57.80% | +$5780.27 | $199.90 | $39.98 | $0.32 |
| 2016 | +23.05% | +$2305.27 | $231.92 | $46.39 | $0.37 |
| 2015 | +4.10% | +$410.13 | $207.56 | $41.52 | $0.33 |
| 2014 | +23.15% | +$2315.24 | $197.85 | $39.57 | $0.32 |
| 2013 | +12.35% | +$1234.90 | $0.00 | $0.00 | $0.00 |
| 2012 | +10.37% | +$1037.04 | $0.00 | $0.00 | $0.00 |
| 2011 | +14.41% | +$1440.68 | $0.00 | $0.00 | $0.00 |
| 2010 | +33.79% | +$3378.68 | $0.00 | $0.00 | $0.00 |
| 2009 | -26.21% | $2620.66 | $41.67 | $8.33 | $0.07 |
| 2008 | -26.62% | $2662.03 | $91.07 | $18.22 | $0.14 |
| 2007 | -35.77% | $3576.98 | $145.82 | $29.16 | $0.23 |
| 2006 | -15.99% | $1598.87 | $121.28 | $24.25 | $0.19 |
| 2005 | +6.29% | +$628.73 | $111.94 | $22.39 | $0.18 |
| 2004 | +112.70% | +$11269.83 | $0.00 | $0.00 | $0.00 |
| 2003 partial | +2.61% (+12.98% ann.) | +$260.59 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| China-WTO / housing-credit / commodity boom partial | October 15, 2003 – October 9, 2007 | +47.17% | +10.19% | +$4716.77 | $809.78 | $161.95 | $1.29 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -55.62% | -43.73% | $5561.60 | $103.46 | $20.69 | $0.16 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +64.77% | +15.94% | +$6477.28 | $0.00 | $0.00 | $0.00 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +178.13% | +14.47% | +$17812.64 | $2257.75 | $451.56 | $3.61 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -24.26% | -95.81% | $2425.90 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +10.66% | +17.70% | +$1065.69 | $93.65 | $18.73 | $0.15 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | -3.63% | -3.44% | $362.53 | $160.64 | $32.13 | $0.26 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +11.54% | +12.29% | +$1153.89 | $172.10 | $34.42 | $0.28 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +34.68% | +17.43% | +$3468.49 | $389.34 | $77.87 | $0.62 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | +35.30% | +20.97% | +$3530.34 | $375.24 | $75.05 | $0.60 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2005-08-01 | $0.1667 | 1.27% |
| 2006-08-02 | $0.1900 | 1.27% |
| 2007-08-24 | $0.1900 | 1.81% |
| 2008-08-27 | $0.0500 | 0.74% |
| 2008-11-17 | $0.0250 | 0.45% |
| 2009-02-13 | $0.0250 | 0.50% |
| 2014-01-02 | $0.1000 | 1.19% |
| 2014-07-10 | $0.0650 | 0.65% |
| 2015-01-15 | $0.1000 | 0.97% |
| 2015-07-16 | $0.1100 | 1.07% |
| 2016-01-28 | $0.1200 | 1.26% |
| 2016-07-28 | $0.1200 | 1.22% |
| 2017-01-26 | $0.1250 | 0.86% |
| 2017-07-27 | $0.1250 | 0.82% |
| 2018-01-26 | $0.1300 | 0.60% |
| 2018-07-27 | $0.1300 | 0.57% |
| 2019-01-25 | $0.1350 | 0.75% |
| 2019-07-26 | $0.1350 | 0.70% |
| 2020-01-31 | $0.1400 | 0.74% |
| 2020-07-31 | $0.1400 | 1.07% |
| 2021-01-29 | $0.1450 | 0.91% |
| 2021-07-30 | $0.1450 | 0.83% |
| 2022-01-28 | $0.1500 | 0.83% |
| 2022-07-29 | $0.1500 | 0.83% |
| 2023-01-27 | $0.1600 | 0.65% |
| 2023-07-28 | $0.1600 | 0.58% |
| 2024-01-26 | $0.2250 | 0.83% |
| 2024-07-29 | $0.2250 | 0.82% |
| 2025-02-03 | $0.3000 | 1.16% |
| 2025-07-28 | $0.3000 | 1.08% |
| 2026-02-02 | $0.3750 | 1.17% |
| Total | 31 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 |
|---|---|---|---|---|
| 2021-07-30 | $84.35 | $16.87 | $0.14 | 3.8528 |
| 2022-01-28 | $87.84 | $17.57 | $0.14 | 3.9288 |
| 2022-07-29 | $88.43 | $17.68 | $0.14 | 3.9244 |
| 2023-01-27 | $94.95 | $18.99 | $0.15 | 3.0568 |
| 2023-07-28 | $95.44 | $19.09 | $0.15 | 2.7881 |
| 2024-01-26 | $134.84 | $26.97 | $0.21 | 3.9262 |
| 2024-07-29 | $135.72 | $27.14 | $0.22 | 4.0059 |
| 2025-02-03 | $182.16 | $36.43 | $0.29 | 5.7058 |
| 2025-07-28 | $183.88 | $36.77 | $0.30 | 5.3249 |
| 2026-02-02 | $231.84 | $46.37 | $0.37 | 5.7290 |
| Total | $1319.45 | $263.89 | $2.11 | 42.2427 |
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.