BayFirst Financial Corp. (BAFN) Stock Total Returns

Growth of $10,000 chart

2021-06-03 to 2026-06-03
to
$
%
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Investment Performance

Final Value
$2,552
Total Return
-74.48%
CAGR
-23.91%
Dividends
$582.25
Yield on Cost
5.82%

Rolling Returns

1-Month (21 Trading Days)
Average-1.27%
Median-0.84%
Best+41.81%
Worst-56.35%
% of Windows Positive45.3%
1-Year (252 Trading Days)
Average-17.01%
Median-24.47%
Best+57.75%
Worst-70.37%
% of Windows Positive23.8%
3-Year (756 Trading Days)
Average-40.56%
Median-46.78%
Best+6.55%
Worst-68.82%
% of Windows Positive1.6%

Risk Metrics

Maximum Drawdown -82.71%
Average Drawdown -50.33%
Drawdown Duration 1176 Trading Days (Unrecovered)
Sortino Ratio -0.44
Calmar Ratio -0.29
CVaR (5%) -7.11%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -28.54% (-54.92% ann.) $2853.51 $0.00 $0.00 $0.00
2025 -40.54% $4054.11 $120.51 $24.10 $0.20
2024 +4.01% +$400.58 $247.20 $49.43 $0.41
2023 -20.51% $2050.53 $192.53 $38.50 $0.29
2022 -25.52% $2551.92 $141.25 $28.24 $0.22
2021 partial +47.05% (+48.37% ann.) +$4705.49 $222.42 $44.47 $0.35

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Reopening reflation / fiscal boom / supply bottlenecks partial January 8, 2021 – November 29, 2021 +61.46% +71.33% +$6145.68 $222.42 $44.47 $0.35
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -31.76% -33.36% $3176.32 $100.33 $20.06 $0.15
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -9.57% -5.28% $956.68 $405.73 $81.14 $0.64
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – June 3, 2026 -57.53% -39.47% $5752.65 $180.29 $36.05 $0.30

Dividend History

Annual Dividends Per Share
TTM Yield
Consecutive Years Paid
current
Consecutive Years of Growth
current

Date Per Share Yield %
2021-02-11 $0.0667 0.36%
2021-05-13 $0.0700 0.29%
2021-06-16 $0.0700 0.30%
2021-08-12 $0.0700 0.26%
2021-11-12 $0.0700 0.26%
2022-02-28 $0.0800 0.36%
2022-05-31 $0.0800 0.49%
2022-08-31 $0.0800 0.42%
2022-11-30 $0.0800 0.50%
2023-02-28 $0.0800 0.42%
2023-05-31 $0.0800 0.55%
2023-08-31 $0.0800 0.58%
2023-11-30 $0.0800 0.76%
2024-02-29 $0.0800 0.62%
2024-05-31 $0.0800 0.72%
2024-08-30 $0.0800 0.58%
2024-11-29 $0.0800 0.60%
2025-02-28 $0.0800 0.44%
2025-05-30 $0.0800 0.50%
Total 19 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
2021-06-16 $29.79 $5.96 $0.05 1.0120
2021-08-12 $29.86 $5.97 $0.05 0.8895
2021-11-12 $29.92 $5.98 $0.05 0.8532
2022-02-28 $34.27 $6.85 $0.05 1.2624
2022-05-31 $34.36 $6.87 $0.05 1.6801
2022-08-31 $34.50 $6.90 $0.05 1.4651
2022-11-30 $34.62 $6.92 $0.05 1.7219
2023-02-28 $34.76 $6.95 $0.05 1.4877
2023-05-31 $34.88 $6.98 $0.05 1.9005
2023-08-31 $35.02 $7.00 $0.05 2.0531
2023-11-30 $35.19 $7.04 $0.05 2.7679
2024-02-29 $35.41 $7.08 $0.06 2.1581
2024-05-31 $35.59 $7.12 $0.06 2.5230
2024-08-30 $35.78 $7.16 $0.06 2.0569
2024-11-29 $35.95 $7.19 $0.06 2.1662
2025-02-28 $36.12 $7.22 $0.06 1.5623
2025-05-30 $36.25 $7.25 $0.06 1.7755
Total $582.25 $116.42 $0.92 29.3353

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.

SMG

CAGR 6.70% Total 827.81% Final $92,781
1992-01-31 — 2026-06-03
CAG

CAGR 9.73% Total 7218.39% Final $731,839
1980-03-17 — 2026-06-03
KGS

CAGR 70.97% Total 381.22% Final $48,122
2023-06-29 — 2026-06-03