Bank OZK (OZK) Stock Total Returns
Growth of $10,000 chart
2021-04-21 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$14,038
Total Return
40.38%
CAGR
7.02%
Dividends
$2,024.51
Yield on Cost
20.25%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.87% |
| Median | +0.62% |
| Best | +28.28% |
| Worst | -28.49% |
| % of Windows Positive | 52.8% |
1-Year (252 Trading Days)
| Average | +5.92% |
| Median | +2.63% |
| Best | +59.92% |
| Worst | -23.50% |
| % of Windows Positive | 59.2% |
3-Year (756 Trading Days)
| Average | +19.20% |
| Median | +15.34% |
| Best | +62.99% |
| Worst | -7.38% |
| % of Windows Positive | 94.8% |
Risk Metrics
| Maximum Drawdown | -35.93% |
| Average Drawdown | -12.59% |
| Drawdown Duration | 485 Trading Days |
| Sortino Ratio | 0.54 |
| Calmar Ratio | 0.20 |
| CVaR (5%) | -4.85% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +7.10% (+25.30% ann.) | +$709.55 | $202.89 | $40.58 | $0.32 |
| 2025 | +6.52% | +$652.14 | $395.51 | $79.10 | $0.63 |
| 2024 | -8.05% | $804.68 | $320.44 | $64.09 | $0.51 |
| 2023 | +28.12% | +$2811.58 | $358.39 | $71.68 | $0.57 |
| 2022 | -11.79% | $1179.21 | $273.16 | $54.63 | $0.44 |
| 2021 | +52.16% | +$5216.28 | $365.56 | $73.11 | $0.58 |
| 2020 | +6.34% | +$633.52 | $357.99 | $71.60 | $0.57 |
| 2019 | +37.25% | +$3725.22 | $415.85 | $83.17 | $0.67 |
| 2018 | -52.19% | $5218.90 | $164.90 | $32.98 | $0.26 |
| 2017 | -6.78% | $678.40 | $135.58 | $27.12 | $0.22 |
| 2016 | +7.62% | +$762.18 | $127.93 | $25.59 | $0.20 |
| 2015 | +31.86% | +$3185.54 | $145.68 | $29.14 | $0.23 |
| 2014 | +35.63% | +$3563.42 | $166.87 | $33.37 | $0.27 |
| 2013 | +71.40% | +$7139.85 | $216.30 | $43.26 | $0.35 |
| 2012 | +14.41% | +$1440.92 | $169.57 | $33.91 | $0.27 |
| 2011 | +38.45% | +$3844.63 | $171.55 | $34.31 | $0.28 |
| 2010 | +50.09% | +$5008.72 | $206.07 | $41.21 | $0.33 |
| 2009 | +0.45% | +$45.11 | $176.55 | $35.31 | $0.28 |
| 2008 | +15.05% | +$1505.02 | $192.10 | $38.42 | $0.31 |
| 2007 | -19.83% | $1982.60 | $130.62 | $26.12 | $0.21 |
| 2006 | -9.54% | $954.24 | $108.78 | $21.75 | $0.17 |
| 2005 | +9.40% | +$940.19 | $109.09 | $21.82 | $0.18 |
| 2004 | +52.44% | +$5244.45 | $133.66 | $26.73 | $0.22 |
| 2003 | +94.24% | +$9423.94 | $197.09 | $39.41 | $0.32 |
| 2002 | +87.05% | +$8704.99 | $245.51 | $49.10 | $0.39 |
| 2001 | +98.67% | +$9866.74 | $355.43 | $71.10 | $0.56 |
| 2000 | -31.53% | $3152.51 | $216.97 | $43.39 | $0.35 |
| 1999 | -13.32% | $1332.44 | $175.87 | $35.18 | $0.29 |
| 1998 | -9.66% | $966.29 | $90.43 | $18.08 | $0.14 |
| 1997 partial | +38.78% (+104.77% ann.) | +$3877.55 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania partial | July 17, 1997 – March 10, 2000 | -17.46% | -6.99% | $1745.96 | $401.69 | $80.33 | $0.64 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +214.02% | +55.99% | +$21401.99 | $835.78 | $167.17 | $1.33 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +200.01% | +24.59% | +$20000.79 | $1489.53 | $297.90 | $2.39 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -45.60% | -35.01% | $4560.41 | $234.34 | $46.87 | $0.37 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +258.72% | +45.99% | +$25872.29 | $1344.23 | $268.85 | $2.15 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +94.64% | +9.20% | +$9464.20 | $3165.39 | $633.08 | $5.07 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -42.11% | -99.80% | $4210.53 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +40.38% | +72.59% | +$4037.80 | $467.04 | $93.41 | $0.75 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +68.67% | +64.21% | +$6866.88 | $413.57 | $82.71 | $0.66 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +0.80% | +0.85% | +$80.43 | $284.28 | $56.86 | $0.45 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -4.80% | -2.62% | $479.81 | $569.19 | $113.84 | $0.91 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | +20.11% | +12.23% | +$2011.39 | $740.21 | $148.04 | $1.18 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1998-01-07 | $0.0031 | 0.20% |
| 1998-04-07 | $0.0037 | 0.18% |
| 1998-07-08 | $0.0037 | 0.19% |
| 1998-10-07 | $0.0037 | 0.27% |
| 1999-01-06 | $0.0063 | 0.43% |
| 1999-04-07 | $0.0063 | 0.50% |
| 1999-07-07 | $0.0063 | 0.54% |
| 1999-10-06 | $0.0063 | 0.59% |
| 2000-01-05 | $0.0063 | 0.52% |
| 2000-04-05 | $0.0063 | 0.66% |
| 2000-07-06 | $0.0069 | 0.67% |
| 2000-10-04 | $0.0069 | 0.92% |
| 2001-01-04 | $0.0069 | 0.81% |
| 2001-04-04 | $0.0069 | 0.82% |
| 2001-07-05 | $0.0075 | 0.57% |
| 2001-10-03 | $0.0075 | 0.57% |
| 2002-01-16 | $0.0075 | 0.44% |
| 2002-04-18 | $0.0088 | 0.42% |
| 2002-07-18 | $0.0100 | 0.35% |
| 2002-10-17 | $0.0125 | 0.44% |
| 2003-01-23 | $0.0125 | 0.36% |
| 2003-04-30 | $0.0138 | 0.31% |
| 2003-07-30 | $0.0150 | 0.32% |
| 2003-10-29 | $0.0163 | 0.32% |
| 2004-01-28 | $0.0175 | 0.30% |
| 2004-04-28 | $0.0175 | 0.28% |
| 2004-07-28 | $0.0200 | 0.32% |
| 2004-10-27 | $0.0200 | 0.25% |
| 2005-02-02 | $0.0200 | 0.24% |
| 2005-04-27 | $0.0225 | 0.29% |
| 2005-07-27 | $0.0250 | 0.29% |
| 2005-10-26 | $0.0250 | 0.29% |
| 2006-01-25 | $0.0250 | 0.27% |
| 2006-04-26 | $0.0250 | 0.30% |
| 2006-07-26 | $0.0250 | 0.32% |
| 2006-10-25 | $0.0250 | 0.32% |
| 2007-01-24 | $0.0250 | 0.33% |
| 2007-04-25 | $0.0250 | 0.33% |
| 2007-07-25 | $0.0275 | 0.38% |
| 2007-10-24 | $0.0300 | 0.41% |
| 2008-01-23 | $0.0300 | 0.61% |
| 2008-04-23 | $0.0300 | 0.47% |
| 2008-07-23 | $0.0325 | 0.65% |
| 2008-10-22 | $0.0325 | 0.46% |
| 2009-01-28 | $0.0325 | 0.59% |
| 2009-04-29 | $0.0325 | 0.53% |
| 2009-07-29 | $0.0325 | 0.51% |
| 2009-10-28 | $0.0325 | 0.56% |
| 2010-01-14 | $0.0350 | 0.47% |
| 2010-04-14 | $0.0375 | 0.40% |
| 2010-07-14 | $0.0375 | 0.39% |
| 2010-10-13 | $0.0400 | 0.43% |
| 2011-01-12 | $0.0425 | 0.40% |
| 2011-04-13 | $0.0450 | 0.40% |
| 2011-07-13 | $0.0475 | 0.36% |
| 2011-10-12 | $0.0500 | 0.44% |
| 2012-01-11 | $0.0550 | 0.36% |
| 2012-04-11 | $0.0600 | 0.39% |
| 2012-07-11 | $0.0650 | 0.43% |
| 2012-10-10 | $0.0700 | 0.42% |
| 2013-01-16 | $0.0750 | 0.43% |
| 2013-04-10 | $0.0850 | 0.41% |
| 2013-07-10 | $0.0950 | 0.41% |
| 2013-10-09 | $0.1050 | 0.45% |
| 2014-01-15 | $0.1100 | 0.39% |
| 2014-04-09 | $0.1150 | 0.35% |
| 2014-07-09 | $0.1200 | 0.36% |
| 2014-10-15 | $0.1250 | 0.40% |
| 2015-01-14 | $0.1300 | 0.38% |
| 2015-04-15 | $0.1350 | 0.35% |
| 2015-07-15 | $0.1400 | 0.31% |
| 2015-10-14 | $0.1450 | 0.31% |
| 2016-01-13 | $0.1500 | 0.32% |
| 2016-04-13 | $0.1550 | 0.38% |
| 2016-07-13 | $0.1600 | 0.40% |
| 2016-10-12 | $0.1650 | 0.41% |
| 2017-01-18 | $0.1700 | 0.33% |
| 2017-04-11 | $0.1750 | 0.35% |
| 2017-07-12 | $0.1800 | 0.39% |
| 2017-10-12 | $0.1850 | 0.40% |
| 2018-01-18 | $0.1900 | 0.37% |
| 2018-04-12 | $0.1950 | 0.42% |
| 2018-07-12 | $0.2000 | 0.43% |
| 2018-10-11 | $0.2100 | 0.55% |
| 2019-01-14 | $0.2200 | 0.83% |
| 2019-04-12 | $0.2300 | 0.76% |
| 2019-07-11 | $0.2400 | 0.82% |
| 2019-10-10 | $0.2500 | 0.96% |
| 2020-01-16 | $0.2600 | 0.87% |
| 2020-04-09 | $0.2700 | 1.48% |
| 2020-07-10 | $0.2730 | 1.28% |
| 2020-10-08 | $0.2750 | 1.19% |
| 2021-01-14 | $0.2780 | 0.79% |
| 2021-04-09 | $0.2800 | 0.71% |
| 2021-07-09 | $0.2850 | 0.70% |
| 2021-10-14 | $0.2900 | 0.67% |
| 2022-01-13 | $0.3000 | 0.60% |
| 2022-04-13 | $0.3100 | 0.77% |
| 2022-07-14 | $0.3200 | 0.87% |
| 2022-10-13 | $0.3300 | 0.80% |
| 2023-01-13 | $0.3400 | 0.81% |
| 2023-04-13 | $0.3500 | 1.06% |
| 2023-07-13 | $0.3600 | 0.86% |
| 2023-10-12 | $0.3700 | 0.98% |
| 2024-01-12 | $0.3800 | 0.80% |
| 2024-04-11 | $0.3900 | 0.90% |
| 2024-07-12 | $0.4000 | 0.91% |
| 2024-10-11 | $0.4100 | 0.97% |
| 2025-01-14 | $0.4200 | 0.99% |
| 2025-04-14 | $0.4300 | 1.13% |
| 2025-07-11 | $0.4400 | 0.85% |
| 2025-10-14 | $0.4500 | 0.90% |
| 2026-01-13 | $0.4600 | 0.96% |
| 2026-04-13 | $0.4700 | 0.98% |
| Total | 114 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 |
|---|---|---|---|---|
| 2021-07-09 | $71.77 | $14.35 | $0.11 | 1.3467 |
| 2021-10-14 | $73.42 | $14.68 | $0.12 | 1.3316 |
| 2022-01-13 | $76.35 | $15.27 | $0.12 | 1.2175 |
| 2022-04-13 | $79.27 | $15.85 | $0.13 | 1.5694 |
| 2022-07-14 | $82.33 | $16.47 | $0.13 | 1.8601 |
| 2022-10-13 | $85.52 | $17.10 | $0.14 | 1.5990 |
| 2023-01-13 | $88.65 | $17.73 | $0.14 | 1.6995 |
| 2023-04-13 | $91.86 | $18.37 | $0.15 | 2.1704 |
| 2023-07-13 | $95.26 | $19.05 | $0.15 | 1.8165 |
| 2023-10-12 | $98.58 | $19.72 | $0.16 | 2.1272 |
| 2024-01-12 | $102.05 | $20.41 | $0.16 | 1.7395 |
| 2024-04-11 | $105.42 | $21.08 | $0.17 | 1.9560 |
| 2024-07-12 | $108.90 | $21.78 | $0.17 | 2.0296 |
| 2024-10-11 | $112.46 | $22.49 | $0.18 | 2.0565 |
| 2025-01-14 | $116.07 | $23.21 | $0.19 | 2.1061 |
| 2025-04-14 | $119.73 | $23.95 | $0.19 | 2.4908 |
| 2025-07-11 | $123.61 | $24.72 | $0.20 | 1.9134 |
| 2025-10-14 | $127.28 | $25.46 | $0.20 | 1.9806 |
| 2026-01-13 | $131.02 | $26.21 | $0.21 | 2.2492 |
| 2026-04-13 | $134.93 | $26.99 | $0.22 | 2.2439 |
| Total | $2024.51 | $404.90 | $3.24 | 37.5034 |
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.