Performance analysis of Burke & Herbert Financial Services (BHRB)
Annual Return
Over the past 3 years, BHRB has had an average annual return of +15.86%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, BHRB has had an average annual return of +10.74%, underperforming the benchmark SPY, which returned +12.78% annual.
Over the past 10 years, BHRB has had an average annual return of +7.66%, underperforming the benchmark SPY, which returned +14.91% annual.
Since Mar 15, 2001, BHRB has had an average annual return of +8.46%, underperforming the benchmark SPY, which returned +9.49% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +15.78% | +3.58% | +2.80% | -7.85% | +33.46% | +33.99% | -20.24% | -21.46% | +15.12% | +35.13% | +2.84% | +5.04% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -4.81% | +2.31% | +1.13% | +1.02% | +30.49% | +11.80% | +36.38% | -23.18% | -14.79% | -0.25% | -1.77% | +76.42% |
| 2002 | 2001 | ||||||||||
| +59.17% | +2.82% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.09% | -0.80% | -3.34% | +3.24% | -0.22% | +12.99% | -1.29% | +15.78% | |||||
| 2025 | +3.13% | -2.20% | -10.02% | -0.36% | +2.76% | +4.94% | -2.91% | +10.62% | -2.94% | -4.59% | +11.83% | -4.49% | +3.58% |
| 2024 | -7.15% | -5.49% | +2.47% | -6.51% | -3.35% | +1.76% | +32.80% | -1.32% | -7.93% | +3.85% | +10.25% | -9.99% | +2.80% |
| 2023 | +0.50% | +12% | -6.96% | +8.84% | +0.69% | -19.75% | -15.90% | -7.47% | -6.07% | -3.73% | +7.52% | +32.25% | -7.85% |
| 2022 | -0% | +2.11% | +0.22% | -1.79% | -5.93% | -0.73% | +0% | +8.52% | +5.75% | +4.57% | +19.58% | -0.90% | +33.46% |
| 2021 | +5.15% | +7.01% | +2.63% | +5.13% | -0.68% | +1.74% | -0.29% | +8.56% | -1.09% | +0.18% | +2.99% | -1.12% | +33.99% |
| 2020 | -1.63% | -1.84% | -9.39% | -3.30% | -2.43% | -4.53% | -4.19% | -3.55% | +2.09% | +4.05% | +3.03% | +0.06% | -20.24% |
| 2019 | +0.41% | +0.65% | -0.14% | -4.28% | -3.57% | -1.08% | -9.55% | -5.00% | +0.22% | +0.22% | -2.86% | +1.65% | -21.46% |
| 2018 | +4.80% | +0.72% | -0.07% | +1.27% | +2.49% | +0.49% | +0.21% | +0.52% | +0.18% | +0.39% | +3.19% | +0.10% | +15.12% |
| 2017 | +5.47% | -0.09% | +0% | +0.71% | +0.47% | +1.52% | +0.98% | +3.38% | +3.16% | +1.75% | +2.64% | +10.99% | +35.13% |
Drawdown analysis of Burke & Herbert Financial Services (BHRB)
The maximum drawdown for the BHRB was -47.88%, occurring on Oct 27, 2023. This drawdown has not yet recovered.
The current BHRB drawdown is -6.84%.
Since Mar 15, 2001 BHRB has experienced the following drawdowns:
- 40% or more: 3 times
- 30% or more: 3 times
- 20% or more: 3 times
- 10% or more: 8 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -47.88% | May 23, 2023 | 109 | Oct 27, 2023 | Ongoing | Ongoing | Ongoing |
| -46.28% | Mar 17, 2004 | 876 | Sep 10, 2007 | 632 | Mar 23, 2010 | 1508 |
| -44.76% | Jan 23, 2019 | 397 | Aug 25, 2020 | 556 | Nov 8, 2022 | 953 |
| -17.91% | Mar 23, 2010 | 1 | Mar 24, 2010 | 194 | Dec 29, 2010 | 195 |
| -16.37% | Nov 16, 2022 | 1 | Nov 17, 2022 | 107 | Apr 25, 2023 | 108 |
| -14.21% | May 4, 2015 | 219 | Mar 16, 2016 | 309 | Jun 7, 2017 | 528 |
| -11.88% | May 20, 2013 | 423 | Jan 23, 2015 | 63 | Apr 24, 2015 | 486 |
| -10.35% | Apr 26, 2023 | 14 | May 16, 2023 | 4 | May 22, 2023 | 18 |
| -9.62% | Mar 23, 2011 | 210 | Jan 23, 2012 | 332 | May 20, 2013 | 542 |
| -7.14% | Dec 19, 2017 | 3 | Dec 22, 2017 | 36 | Feb 15, 2018 | 39 |
| -6.52% | Dec 29, 2010 | 4 | Jan 4, 2011 | 41 | Mar 4, 2011 | 45 |
| -5.40% | Apr 24, 2015 | 4 | Apr 30, 2015 | 2 | May 4, 2015 | 6 |
| -4.87% | Mar 19, 2002 | 7 | Mar 28, 2002 | 18 | Apr 24, 2002 | 25 |
| -4.63% | Nov 8, 2022 | 2 | Nov 10, 2022 | 3 | Nov 15, 2022 | 5 |
| -4.43% | Aug 1, 2002 | 2 | Aug 5, 2002 | 88 | Dec 9, 2002 | 90 |
| -3.94% | Apr 4, 2001 | 63 | Jul 5, 2001 | 129 | Jan 14, 2002 | 192 |
| -3.75% | Aug 19, 2003 | 8 | Aug 29, 2003 | 45 | Nov 3, 2003 | 53 |
| -3.70% | Jan 13, 2003 | 4 | Jan 17, 2003 | 66 | Apr 24, 2003 | 70 |
| -2.96% | Aug 8, 2017 | 8 | Aug 18, 2017 | 26 | Sep 26, 2017 | 34 |
| -2.41% | Jul 6, 2018 | 6 | Jul 16, 2018 | 50 | Sep 25, 2018 | 56 |
| -1.97% | Feb 15, 2018 | 30 | Apr 2, 2018 | 29 | May 11, 2018 | 59 |
| -1.65% | Nov 24, 2017 | 1 | Nov 27, 2017 | 1 | Nov 28, 2017 | 2 |
| -1.33% | Oct 18, 2017 | 2 | Oct 20, 2017 | 16 | Nov 13, 2017 | 18 |
| -1.02% | Nov 17, 2017 | 1 | Nov 20, 2017 | 3 | Nov 24, 2017 | 4 |
| -0.94% | Dec 10, 2018 | 7 | Dec 19, 2018 | 19 | Jan 22, 2019 | 26 |