Affinity Bancshares, Inc. (AFBI) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$18,907
Total Return
89.07%
CAGR
13.59%
Dividends
$1,181.10
Yield on Cost
11.81%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.28% |
| Median | +1.06% |
| Best | +24.93% |
| Worst | -23.24% |
| % of Windows Positive | 65.4% |
1-Year (252 Trading Days)
| Average | +11.90% |
| Median | +7.16% |
| Best | +84.31% |
| Worst | -21.89% |
| % of Windows Positive | 65.0% |
3-Year (756 Trading Days)
| Average | +44.17% |
| Median | +43.48% |
| Best | +102.88% |
| Worst | +9.44% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -28.86% |
| Average Drawdown | -7.57% |
| Drawdown Duration | 213 Trading Days |
| Sortino Ratio | 0.87 |
| Calmar Ratio | 0.47 |
| CVaR (5%) | -3.71% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +9.92% (+25.14% ann.) | +$991.70 | $0.00 | $0.00 | $0.00 |
| 2025 | +24.83% | +$2482.81 | $857.14 | $171.42 | $1.37 |
| 2024 | +9.58% | +$958.04 | $0.00 | $0.00 | $0.00 |
| 2023 | +5.76% | +$576.16 | $0.00 | $0.00 | $0.00 |
| 2022 | -1.95% | $194.80 | $0.00 | $0.00 | $0.00 |
| 2021 | +40.95% | +$4094.75 | $0.00 | $0.00 | $0.00 |
| 2020 | -13.55% | $1354.58 | $0.00 | $0.00 | $0.00 |
| 2019 | -1.72% | $171.67 | $0.00 | $0.00 | $0.00 |
| 2018 | +0.43% | +$43.10 | $0.00 | $0.00 | $0.00 |
| 2017 partial | -12.72% (-18.35% ann.) | $1271.63 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Secular stagnation / QE / low inflation / duration bull partial | April 28, 2017 – February 19, 2020 | -14.60% | -5.46% | $1459.74 | $0.00 | $0.00 | $0.00 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -38.20% | -99.59% | $3819.63 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | -2.78% | -4.44% | $278.12 | $0.00 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +71.33% | +66.66% | +$7132.71 | $0.00 | $0.00 | $0.00 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +0.23% | +0.24% | +$22.70 | $0.00 | $0.00 | $0.00 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +47.53% | +23.34% | +$4753.09 | $0.00 | $0.00 | $0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +11.94% | +6.84% | +$1194.07 | $699.30 | $139.86 | $1.12 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2025-03-13 | $1.5000 | 7.54% |
| Total | 1 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-06-03 to 2026-06-03. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2025-03-13 | $1181.10 | $236.22 | $1.89 | 52.8879 |
| Total | $1181.10 | $236.22 | $1.89 | 52.8879 |
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.