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Bank of the James Financial Group, Inc. (BOTJ)

Equity · Currency in USD · Last updated Mar 22, 2023

Share Price Chart


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Performance

The chart shows the growth of $10,000 invested in Bank of the James Financial Group, Inc. in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $30,493 for a total return of roughly 204.93%. All prices are adjusted for splits and dividends.


180.00%200.00%220.00%240.00%260.00%280.00%NovemberDecember2023FebruaryMarch
204.93%
262.72%
BOTJ (Bank of the James Financial Group, Inc.)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

Search for stocks, ETFs, and funds to compare with BOTJ

Return

Bank of the James Financial Group, Inc. had a return of -6.31% year-to-date (YTD) and -26.57% in the last 12 months. Over the past 10 years, Bank of the James Financial Group, Inc. had an annualized return of 7.72%, while the S&P 500 had an annualized return of 8.95%, indicating that Bank of the James Financial Group, Inc. did not perform as well as the benchmark.


PeriodReturnBenchmark
1 month-14.16%-1.87%
Year-To-Date-6.31%4.25%
6 months-11.53%2.64%
1 year-26.57%-8.70%
5 years (annualized)-2.29%5.81%
10 years (annualized)7.72%8.95%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20237.47%1.17%
20222.76%-5.46%-0.16%0.51%

Sharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Bank of the James Financial Group, Inc. Sharpe ratio is -0.72. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


-0.80-0.60-0.40-0.200.00NovemberDecember2023FebruaryMarch
-0.72
-0.28
BOTJ (Bank of the James Financial Group, Inc.)
Benchmark (^GSPC)

Dividend History

Bank of the James Financial Group, Inc. granted a 3.34% dividend yield in the last twelve months. The annual payout for that period amounted to $0.37 per share.


PeriodTTM202220212020201920182017201620152014
Dividend$0.37$0.29$0.27$0.25$0.25$0.22$0.22$0.22$0.20$0.14

Dividend yield

3.34%2.45%1.78%2.42%1.96%2.01%1.78%1.78%1.95%1.70%

Monthly Dividends

The table displays the monthly dividend distributions for Bank of the James Financial Group, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2023$0.00$0.00
2022$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.08$0.00
2021$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.07$0.00$0.07$0.00
2020$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.06$0.00
2019$0.00$0.00$0.05$0.00$0.00$0.05$0.00$0.00$0.05$0.00$0.05$0.04
2018$0.00$0.00$0.05$0.00$0.00$0.05$0.00$0.00$0.05$0.00$0.05$0.00
2017$0.00$0.00$0.05$0.00$0.00$0.05$0.00$0.00$0.05$0.00$0.05$0.00
2016$0.00$0.00$0.05$0.00$0.00$0.05$0.00$0.00$0.05$0.00$0.05$0.00
2015$0.00$0.00$0.05$0.00$0.00$0.05$0.00$0.00$0.05$0.00$0.00$0.05
2014$0.05$0.00$0.00$0.05$0.00$0.00$0.05

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-40.00%-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%NovemberDecember2023FebruaryMarch
-36.62%
-14.68%
BOTJ (Bank of the James Financial Group, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below shows the maximum drawdowns of the Bank of the James Financial Group, Inc.. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Bank of the James Financial Group, Inc. is 79.04%, recorded on Sep 30, 2011. It took 1332 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-79.04%Feb 9, 2006815Sep 30, 20111332Jun 25, 20182147
-49.74%Jun 27, 2018398Mar 24, 2020291May 24, 2021689
-39.75%Jun 24, 2021327Oct 14, 2022
-25%Nov 9, 20011Nov 9, 200122May 20, 200223
-23.41%Mar 31, 200556Aug 26, 200550Jan 26, 2006106
-20.83%Sep 8, 20002Oct 17, 200046Oct 4, 200148
-16.07%Sep 1, 200433Jan 12, 20052Jan 24, 200535
-14.72%Nov 21, 20032Dec 1, 200310Jan 7, 200412
-14%Jan 27, 200438May 17, 200424Aug 30, 200462
-12.7%Nov 18, 20025Dec 18, 200229May 27, 200334

Volatility Chart

Current Bank of the James Financial Group, Inc. volatility is 55.35%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


10.00%20.00%30.00%40.00%50.00%60.00%NovemberDecember2023FebruaryMarch
55.35%
22.09%
BOTJ (Bank of the James Financial Group, Inc.)
Benchmark (^GSPC)