CoastalSouth Bancshares, Inc. (COSO) Stock Total Returns
Growth of $10,000 chart
2025-05-08 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$12,163
Total Return
21.63%
CAGR
20.07%
Dividends
$47.88
Yield on Cost
0.48%
Rolling Returns
1-Month (21 Trading Days)
| Average | +2.12% |
| Median | +1.19% |
| Best | +16.83% |
| Worst | -9.93% |
| % of Windows Positive | 59.7% |
1-Year (252 Trading Days)
| Average | +26.27% |
| Median | +27.65% |
| Best | +29.49% |
| Worst | +21.20% |
| % of Windows Positive | 100.0% |
3-Year (756 Trading Days)
Risk Metrics
| Maximum Drawdown | -11.65% |
| Average Drawdown | -4.34% |
| Drawdown Duration | 58 Trading Days |
| Sortino Ratio | 1.31 |
| Calmar Ratio | 1.72 |
| CVaR (5%) | -3.73% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +9.34% (+23.58% ann.) | +$933.56 | $43.04 | $8.60 | $0.07 |
| 2025 partial | +11.24% (+17.85% ann.) | +$1124.40 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | May 8, 2025 – June 3, 2026 | +21.63% | +20.07% | +$2162.93 | $47.88 | $9.57 | $0.08 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2026-02-12 | $0.0500 | 0.20% |
| 2026-05-14 | $0.0500 | 0.20% |
| Total | 2 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2025-05-08 to 2026-06-03. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2026-02-12 | $23.92 | $4.78 | $0.04 | 0.7683 |
| 2026-05-14 | $23.96 | $4.79 | $0.04 | 0.7520 |
| Total | $47.88 | $9.57 | $0.08 | 1.5203 |
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.