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Bluerock Homes Trust, Inc. (BHM) Total Return Calculator with Dividends Reinvested

Bluerock Homes Trust, Inc.

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The total return for Bluerock Homes Trust, Inc. (BHM) stock is +10.33% over the past 12 months. So far it's down 4.16% this year. The 5-year total return is -40.99%, meaning $10,000 invested in BHM stock 5 years ago would be worth $5,901 today. Total return includes price appreciation plus reinvesting any dividends paid out.

If you invested $10,000 in BHM 1 year ago, it would be worth $11,019 today — you'd have gained $1,019 with dividends reinvested.

With Dividends Reinvested$11,019+10.19%

Price Only (No DRIP)$10,550+5.50%

Dividend Boost+$4694 payments · +4.69% extra

Period2025-05-07 → 2026-05-07

Price

Total Return (DRIP)

Dividends

S&P 500

If You Invested $10,000 in BHM

1Y$11,033+$1,033 (+10.3%)10.3% CAGR

3Y$7,230-$2,770 (-27.7%)-10.2% CAGR

5Y$5,901-$4,099 (-41.0%)-10.0% CAGR

10Y$5,901-$4,099 (-41.0%)-5.1% CAGR

15Y$5,901-$4,099 (-41.0%)-3.5% CAGR

20Y$5,901-$4,099 (-41.0%)-2.6% CAGR

30Y$5,901-$4,099 (-41.0%)-1.7% CAGR

Dividend Reinvestment History (4)▲ Hide

Ex-Date	Dividend	Reinvest Price	Shares Added
2025-06-25	$0.13	$12.56	+0.009952
2025-09-25	$0.13	$11.43	+0.011045
2025-12-24	$0.13	$10.20	+0.012512
2026-03-25	$0.13	$11.85	+0.010902

Loading BHM total return...

As of 2026-05-07

Returns at a Glance

Period	Total Return	CAGR	Price Only	Div. Contrib.	$10K →
YTD	-4.16%	—	-5.24%	+1.08 pp	$9,584
1Y	+10.33%	10.33%	+5.50%	+4.83 pp	$11,033
3Y	-27.70%	-10.25%	-38.28%	+10.59 pp	$7,230
5Y	-40.99%	-10.01%	-49.63%	+8.64 pp	$5,901
10Y	-40.99%	-5.14%	-49.63%	+8.64 pp	$5,901
15Y	-40.99%	-3.46%	-49.63%	+8.64 pp	$5,901
20Y	-40.99%	-2.60%	-49.63%	+8.64 pp	$5,901
30Y	-40.99%	-1.74%	-49.63%	+8.64 pp	$5,901

Risk & Highlights

Best Year-1.80%2022

Worst Year-28.99%2023

Max Drawdown-43.96%2025-07-15 → 2025-12-10

Annual Returns

Year	Total Return	Price Return	Div.	S&P 500	vs S&P
2026YTD	-7.24%	-7.24%	—	+0.41%	-7.7pp
2025	-12.96%	-18.67%	+5.7pp	+16.64%	-29.6pp
2024	-6.62%	-6.62%	—	+24.00%	-30.6pp
2023	-28.99%	-33.73%	+4.7pp	+24.81%	-53.8pp
2022	-1.80%	-1.80%	—	-19.95%	+18.1pp

BHM underperformed the S&P 500 by 20.04pp over the past year (+10.33% vs +30.37%).

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BHM Peers' Total Return

Accurate peer set · 10 comparable names

Name	Mkt Cap	30D Rtn	YTD Total Rtn	1Y Total Rtn	Div Contrib	3Y Total Rtn	5Y Total Rtn	10Y Total Rtn
BHMBluerock Homes Trust, Inc.	$45M	-1.5%	-4.2%	+10.3%	+4.8pp	-27.7%	-41.0%	-41.0%
AMHAmerican Homes 4 Rent	$11.8B	+10.7%	+2.6%	-13.3%	+3.2pp	+1.5%	-1.4%	+116.9%
INVHInvitation Homes Inc.	$17.4B	+13.1%	+5.6%	-13.6%	+3.4pp	-5.1%	-2.1%	+81.2%
NXRTNexPoint Residential Trust, Inc.	$756M	+21.4%	+2.6%	-15.2%	+5.5pp	-15.5%	-23.0%	+211.1%
UDRUDR, Inc.	$12.0B	+6.4%	+3.0%	-9.5%	+4.0pp	+1.9%	-2.6%	+38.8%
MAAMid-America Apartment Communities, Inc.	$15.2B	+4.9%	-4.1%	-17.2%	+3.7pp	-2.5%	+0.4%	+71.9%
CPTCamden Property Trust	$10.9B	+3.2%	-4.6%	-9.0%	+3.5pp	+5.0%	+0.8%	+66.8%
AIVApartment Investment and Management Company	$604M	+6.7%	-2.4%	-1.4%	+45.4pp	+5.1%	+23.5%	+85.0%
OPENOpendoor Technologies Inc.	$4.1B	+16.9%	-12.4%	+510.1%	—	+159.5%	-71.6%	-50.8%
CBRECBRE Group, Inc.	$43.0B	+6.3%	-8.4%	+17.4%	—	+100.6%	+68.8%	+405.3%
JLLJones Lang LaSalle Incorporated	$15.2B	+6.4%	-2.3%	+43.8%	—	+149.1%	+64.8%	+191.8%

Compare:BHM vs AMH BHM vs INVH BHM vs NXRT BHM vs AMH vs INVH

About BHM Dividend Returns

Bluerock Homes Trust, Inc. (BHM) is a dividend-paying stock. When dividends are reinvested through a DRIP (Dividend Reinvestment Plan), they purchase additional shares, which then generate their own dividends—creating a compounding effect that can significantly boost long-term returns.

How We Calculate Total Return

Our total return calculator simulates dividend reinvestment (DRIP) by assuming each dividend payment is used to purchase additional shares at the closing price on the ex-dividend date. This methodology provides an accurate representation of how a dividend reinvestment plan would perform.

Frequently Asked Questions

Q1What is the total return of BHM over the past year?

Bluerock Homes Trust, Inc. (BHM) delivered a total return of 10.33% over the past year when dividends are reinvested. The price-only return was 5.50%, meaning dividends contributed an additional 4.83 percentage points to total returns.

Q2How much would $10,000 invested in BHM be worth today?

A $10,000 investment in Bluerock Homes Trust, Inc. one year ago would be worth $11,033 today with dividends reinvested (DRIP). Without reinvesting dividends, the same investment would be worth $10,550. Dividend reinvestment added $483 to the portfolio value.

Q3Does BHM pay dividends?

Yes, Bluerock Homes Trust, Inc. (BHM) pays dividends. In the last year, BHM paid approximately $0.00 per share in dividends. Reinvesting these dividends through a DRIP can significantly boost long-term returns — over 20+ years, dividend compounding can account for 30–50% of total returns for dividend-paying stocks.

Q4Did BHM beat the S&P 500?

No, Bluerock Homes Trust, Inc. (BHM) underperformed the S&P 500 by 20.04 percentage points over the past year. BHM delivered a total return of 10.33%, compared to the S&P 500's 30.37%. This means a passive S&P 500 index fund outperformed BHM by 20.04pp during this period.

Q5What is BHM's worst drawdown?

Bluerock Homes Trust, Inc. (BHM) experienced a maximum drawdown of -43.96% over the past year, declining from its peak on 2025-07-15 to its trough on 2025-12-10. The stock has not yet fully recovered to its prior peak. Maximum drawdown measures the worst peak-to-trough decline and is an important risk metric for investors.

Q6What is BHM's long-term total return over 10, 20, or 30 years?

Here are Bluerock Homes Trust, Inc. (BHM)'s long-term returns with dividends reinvested. Over 10 years, the total return is -41.0% (-5.1% CAGR) — $10,000 would have grown to $5,901. Over 20 years: -41.0% total return (-2.6% CAGR) — $10,000 → $5,901. Over 30 years: -41.0% total return (-1.7% CAGR) — $10,000 → $5,901. Long-term investors benefit from compounding: dividends buy additional shares, which generate their own dividends, creating an exponential growth effect.

Q7What was BHM's best and worst year?

Bluerock Homes Trust, Inc.'s best calendar year was 2022 with a total return of -1.8%. Its worst year was 2023 with a total return of -29.0%. This range shows the volatility investors should expect — the difference between the best and worst year is 27.2 percentage points.