Sierra Bancorp (BSRR) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$15,912
Total Return
59.12%
CAGR
9.74%
Dividends
$1,862.39
Yield on Cost
18.62%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.27% |
| Median | +0.22% |
| Best | +45.98% |
| Worst | -17.96% |
| % of Windows Positive | 51.1% |
1-Year (252 Trading Days)
| Average | +13.33% |
| Median | +6.50% |
| Best | +93.09% |
| Worst | -33.72% |
| % of Windows Positive | 57.8% |
3-Year (756 Trading Days)
| Average | +51.54% |
| Median | +42.33% |
| Best | +171.51% |
| Worst | -20.24% |
| % of Windows Positive | 95.4% |
Risk Metrics
| Maximum Drawdown | -43.44% |
| Average Drawdown | -17.16% |
| Drawdown Duration | 630 Trading Days |
| Sortino Ratio | 0.71 |
| Calmar Ratio | 0.22 |
| CVaR (5%) | -3.97% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +16.31% (+43.10% ann.) | +$1631.10 | $159.57 | $31.91 | $0.26 |
| 2025 | +16.21% | +$1621.47 | $349.43 | $69.89 | $0.56 |
| 2024 | +32.23% | +$3223.26 | $422.14 | $84.43 | $0.68 |
| 2023 | +10.36% | +$1035.81 | $439.36 | $87.87 | $0.70 |
| 2022 | -19.24% | $1923.87 | $342.78 | $68.56 | $0.55 |
| 2021 | +16.70% | +$1669.92 | $363.38 | $72.68 | $0.58 |
| 2020 | -15.34% | $1533.84 | $277.59 | $55.52 | $0.44 |
| 2019 | +23.89% | +$2388.81 | $310.54 | $62.11 | $0.50 |
| 2018 | -7.86% | $786.01 | $242.63 | $48.52 | $0.39 |
| 2017 | +1.58% | +$158.33 | $211.95 | $42.39 | $0.34 |
| 2016 | +54.01% | +$5401.30 | $274.23 | $54.85 | $0.44 |
| 2015 | +2.59% | +$259.49 | $241.02 | $48.20 | $0.39 |
| 2014 | +10.96% | +$1096.33 | $212.64 | $42.53 | $0.34 |
| 2013 | +42.76% | +$4275.99 | $228.82 | $45.76 | $0.37 |
| 2012 | +32.41% | +$3240.69 | $274.83 | $54.97 | $0.44 |
| 2011 | -16.88% | $1687.51 | $168.50 | $33.70 | $0.27 |
| 2010 | +42.99% | +$4298.81 | $316.52 | $63.30 | $0.51 |
| 2009 | -62.59% | $6259.21 | $192.34 | $38.47 | $0.31 |
| 2008 | -13.41% | $1341.05 | $275.74 | $55.15 | $0.44 |
| 2007 | -13.63% | $1363.50 | $212.69 | $42.54 | $0.34 |
| 2006 | +30.74% | +$3074.40 | $238.43 | $47.69 | $0.38 |
| 2005 | +1.28% | +$128.03 | $198.05 | $39.61 | $0.32 |
| 2004 | +48.31% | +$4831.22 | $237.44 | $47.49 | $0.38 |
| 2003 | +58.55% | +$5855.13 | $359.55 | $71.91 | $0.57 |
| 2002 | +47.42% | +$4741.91 | $403.30 | $80.66 | $0.65 |
| 2001 | +2.94% | +$293.74 | $261.31 | $52.26 | $0.42 |
| 2000 | -23.19% | $2318.57 | $239.79 | $47.96 | $0.38 |
| 1999 | +16.58% | +$1657.55 | $125.22 | $25.04 | $0.20 |
| 1998 | -42.28% | $4227.73 | $0.00 | $0.00 | $0.00 |
| 1997 | +58.39% | +$5839.28 | $0.00 | $0.00 | $0.00 |
| 1996 | +40.74% | +$4073.75 | $64.00 | $12.80 | $0.10 |
| 1995 | +102.51% | +$10250.94 | $176.00 | $35.20 | $0.29 |
| 1994 partial | +26.26% (+39.46% ann.) | +$2625.55 | $130.00 | $26.00 | $0.21 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +110.45% | +17.62% | +$11044.69 | $510.35 | $102.07 | $0.81 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +39.75% | +13.89% | +$3974.75 | $742.50 | $148.50 | $1.19 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +235.21% | +27.39% | +$23520.99 | $2337.18 | $467.44 | $3.74 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -74.86% | -62.37% | $7485.95 | $300.16 | $60.03 | $0.48 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +28.84% | +7.80% | +$2884.12 | $1015.34 | $203.07 | $1.62 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +199.29% | +15.59% | +$19929.13 | $3926.78 | $785.35 | $6.28 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -47.81% | -99.94% | $4780.52 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +22.84% | +39.24% | +$2284.34 | $372.41 | $74.48 | $0.60 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +19.44% | +18.35% | +$1943.65 | $395.81 | $79.16 | $0.63 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -11.98% | -12.67% | $1197.72 | $369.60 | $73.92 | $0.59 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +44.89% | +22.15% | +$4489.47 | $753.36 | $150.67 | $1.21 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +29.29% | +16.25% | +$2928.73 | $590.43 | $118.09 | $0.94 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1994-04-28 | $0.0325 | 1.26% |
| 1995-04-07 | $0.0550 | 1.57% |
| 1996-04-29 | $0.0400 | 0.66% |
| 1999-07-20 | $0.0500 | 0.45% |
| 1999-10-21 | $0.0500 | 0.57% |
| 2000-01-20 | $0.0500 | 0.59% |
| 2000-04-25 | $0.0500 | 0.65% |
| 2000-08-14 | $0.0600 | 0.84% |
| 2000-10-24 | $0.0600 | 0.96% |
| 2001-01-18 | $0.0600 | 0.74% |
| 2001-04-20 | $0.0400 | 0.59% |
| 2001-07-20 | $0.0400 | 0.59% |
| 2001-10-19 | $0.0400 | 0.58% |
| 2002-01-29 | $0.0700 | 0.78% |
| 2002-04-30 | $0.0700 | 0.57% |
| 2002-07-30 | $0.0700 | 0.64% |
| 2002-10-29 | $0.0700 | 0.70% |
| 2003-01-28 | $0.0800 | 0.68% |
| 2003-04-29 | $0.0800 | 0.57% |
| 2003-08-05 | $0.0800 | 0.51% |
| 2003-10-22 | $0.0800 | 0.53% |
| 2003-12-02 | $0.0400 | 0.24% |
| 2004-01-27 | $0.0900 | 0.53% |
| 2004-04-28 | $0.0900 | 0.58% |
| 2004-07-23 | $0.0900 | 0.55% |
| 2004-11-01 | $0.1000 | 0.55% |
| 2005-02-01 | $0.1100 | 0.50% |
| 2005-05-04 | $0.1100 | 0.52% |
| 2005-08-01 | $0.1100 | 0.45% |
| 2005-10-28 | $0.1200 | 0.51% |
| 2006-01-30 | $0.1300 | 0.53% |
| 2006-05-03 | $0.1300 | 0.51% |
| 2006-08-03 | $0.1400 | 0.45% |
| 2006-10-30 | $0.1400 | 0.44% |
| 2007-01-30 | $0.1500 | 0.49% |
| 2007-05-01 | $0.1500 | 0.54% |
| 2007-08-03 | $0.1600 | 0.58% |
| 2007-10-30 | $0.1600 | 0.59% |
| 2008-01-25 | $0.1700 | 0.74% |
| 2008-04-29 | $0.1700 | 0.75% |
| 2008-07-29 | $0.1700 | 0.94% |
| 2008-10-27 | $0.1700 | 0.93% |
| 2009-02-03 | $0.1000 | 0.77% |
| 2009-04-28 | $0.1000 | 0.85% |
| 2009-07-29 | $0.1000 | 0.83% |
| 2009-11-03 | $0.1000 | 1.12% |
| 2010-01-28 | $0.0600 | 0.59% |
| 2010-04-23 | $0.0600 | 0.44% |
| 2010-07-26 | $0.0600 | 0.49% |
| 2010-10-29 | $0.0600 | 0.55% |
| 2011-01-28 | $0.0600 | 0.56% |
| 2011-07-28 | $0.0600 | 0.54% |
| 2011-11-01 | $0.0600 | 0.55% |
| 2012-01-31 | $0.0600 | 0.66% |
| 2012-05-01 | $0.0600 | 0.66% |
| 2012-07-31 | $0.0600 | 0.57% |
| 2012-10-31 | $0.0600 | 0.53% |
| 2013-01-29 | $0.0600 | 0.48% |
| 2013-04-30 | $0.0600 | 0.47% |
| 2013-07-30 | $0.0700 | 0.45% |
| 2013-10-29 | $0.0700 | 0.37% |
| 2014-01-28 | $0.0800 | 0.47% |
| 2014-04-29 | $0.0800 | 0.51% |
| 2014-07-29 | $0.0900 | 0.57% |
| 2014-10-28 | $0.0900 | 0.55% |
| 2015-01-27 | $0.1000 | 0.61% |
| 2015-04-28 | $0.1000 | 0.60% |
| 2015-07-28 | $0.1100 | 0.66% |
| 2015-10-27 | $0.1100 | 0.65% |
| 2016-02-02 | $0.1200 | 0.67% |
| 2016-05-03 | $0.1200 | 0.70% |
| 2016-08-02 | $0.1200 | 0.66% |
| 2016-11-01 | $0.1200 | 0.67% |
| 2017-01-31 | $0.1400 | 0.52% |
| 2017-05-02 | $0.1400 | 0.55% |
| 2017-08-01 | $0.1400 | 0.51% |
| 2017-11-01 | $0.1400 | 0.53% |
| 2018-01-31 | $0.1600 | 0.58% |
| 2018-05-02 | $0.1600 | 0.57% |
| 2018-08-01 | $0.1600 | 0.54% |
| 2018-10-31 | $0.1600 | 0.58% |
| 2019-01-30 | $0.1800 | 0.67% |
| 2019-05-01 | $0.1800 | 0.68% |
| 2019-07-31 | $0.1900 | 0.73% |
| 2019-10-30 | $0.1900 | 0.68% |
| 2020-01-29 | $0.2000 | 0.72% |
| 2020-04-29 | $0.2000 | 0.99% |
| 2020-07-30 | $0.2000 | 1.07% |
| 2020-10-29 | $0.2000 | 0.97% |
| 2021-01-28 | $0.2100 | 0.95% |
| 2021-04-28 | $0.2100 | 0.76% |
| 2021-07-29 | $0.2200 | 0.89% |
| 2021-10-28 | $0.2200 | 0.89% |
| 2022-01-28 | $0.2300 | 0.87% |
| 2022-04-29 | $0.2300 | 1.02% |
| 2022-07-29 | $0.2300 | 1.02% |
| 2022-10-28 | $0.2300 | 1.07% |
| 2023-01-30 | $0.2300 | 1.06% |
| 2023-04-28 | $0.2300 | 1.39% |
| 2023-07-28 | $0.2300 | 1.07% |
| 2023-10-30 | $0.2300 | 1.30% |
| 2024-01-30 | $0.2300 | 1.05% |
| 2024-04-29 | $0.2300 | 1.12% |
| 2024-07-31 | $0.2400 | 0.81% |
| 2024-10-31 | $0.2400 | 0.83% |
| 2025-02-03 | $0.2500 | 0.83% |
| 2025-05-05 | $0.2500 | 0.91% |
| 2025-08-04 | $0.2500 | 0.87% |
| 2025-11-03 | $0.2500 | 0.87% |
| 2026-02-09 | $0.2600 | 0.69% |
| 2026-05-04 | $0.2600 | 0.71% |
| Total | 111 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 |
|---|---|---|---|---|
| 2021-07-29 | $79.80 | $15.96 | $0.13 | 2.6079 |
| 2021-10-28 | $80.37 | $16.07 | $0.13 | 2.5719 |
| 2022-01-28 | $84.62 | $16.92 | $0.14 | 2.5697 |
| 2022-04-29 | $85.21 | $17.04 | $0.14 | 3.1278 |
| 2022-07-29 | $85.93 | $17.19 | $0.14 | 3.0558 |
| 2022-10-28 | $86.63 | $17.33 | $0.14 | 3.1410 |
| 2023-01-30 | $87.35 | $17.47 | $0.14 | 3.2712 |
| 2023-04-28 | $88.10 | $17.62 | $0.14 | 4.2917 |
| 2023-07-28 | $89.09 | $17.82 | $0.14 | 3.3920 |
| 2023-10-30 | $89.87 | $17.97 | $0.14 | 4.0356 |
| 2024-01-30 | $90.80 | $18.16 | $0.15 | 3.3300 |
| 2024-04-29 | $91.56 | $18.31 | $0.15 | 3.5609 |
| 2024-07-31 | $96.40 | $19.28 | $0.15 | 2.6458 |
| 2024-10-31 | $97.04 | $19.41 | $0.16 | 2.7279 |
| 2025-02-03 | $101.76 | $20.35 | $0.16 | 2.7466 |
| 2025-05-05 | $102.45 | $20.49 | $0.16 | 3.0316 |
| 2025-08-04 | $103.21 | $20.64 | $0.17 | 2.8811 |
| 2025-11-03 | $103.93 | $20.79 | $0.17 | 2.9155 |
| 2026-02-09 | $108.84 | $21.77 | $0.17 | 2.3550 |
| 2026-05-04 | $109.45 | $21.89 | $0.18 | 2.4396 |
| Total | $1862.39 | $372.48 | $2.98 | 60.6984 |
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.