FB Financial Corporation (FBK) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$13,086
Total Return
30.86%
CAGR
5.53%
Dividends
$784.94
Yield on Cost
7.85%

Rolling Returns

1-Month (21 Trading Days)
Average+0.99%
Median+0.97%
Best+29.68%
Worst-19.55%
% of Windows Positive54.2%
1-Year (252 Trading Days)
Average+10.51%
Median+11.21%
Best+91.40%
Worst-36.44%
% of Windows Positive64.0%
3-Year (756 Trading Days)
Average+33.94%
Median+25.24%
Best+118.81%
Worst-14.47%
% of Windows Positive96.4%

Risk Metrics

Maximum Drawdown -46.93%
Average Drawdown -15.50%
Drawdown Duration 670 Trading Days
Sortino Ratio 0.49
Calmar Ratio 0.12
CVaR (5%) -4.55%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -6.59% (-14.93% ann.) $659.22 $75.37 $15.07 $0.12
2025 +9.63% +$963.01 $148.22 $29.64 $0.24
2024 +30.97% +$3096.55 $171.55 $34.31 $0.28
2023 +11.93% +$1193.39 $166.95 $33.39 $0.26
2022 -16.71% $1670.85 $119.10 $23.82 $0.18
2021 +27.24% +$2723.98 $127.11 $25.42 $0.21
2020 -11.37% $1137.04 $91.27 $18.26 $0.15
2019 +13.85% +$1384.83 $91.63 $18.32 $0.14
2018 -16.26% $1626.06 $47.69 $9.54 $0.08
2017 +61.81% +$6181.13 $0.00 $0.00 $0.00
2016 partial +25.06% (+117.69% ann.) +$2506.02 $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 September 16, 2016 – February 19, 2020 +76.50% +18.04% +$7649.98 $295.64 $59.12 $0.47
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -53.41% -99.98% $5341.38 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +60.37% +113.83% +$6037.30 $149.29 $29.86 $0.24
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +38.06% +35.79% +$3805.70 $138.52 $27.70 $0.23
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -2.66% -2.82% $265.74 $121.65 $24.33 $0.19
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +12.19% +6.40% +$1218.88 $259.46 $51.89 $0.41
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – June 3, 2026 +10.31% +5.92% +$1031.19 $284.13 $56.83 $0.46

Dividend History

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

Date Per Share Yield %
2018-04-27 $0.0600 0.15%
2018-07-30 $0.0600 0.14%
2018-10-31 $0.0800 0.22%
2019-01-31 $0.0800 0.24%
2019-04-30 $0.0800 0.22%
2019-07-31 $0.0800 0.21%
2019-10-31 $0.0800 0.21%
2020-02-13 $0.0900 0.24%
2020-05-08 $0.0900 0.42%
2020-08-18 $0.0900 0.31%
2020-11-06 $0.0900 0.31%
2021-02-05 $0.1100 0.28%
2021-05-07 $0.1100 0.26%
2021-08-06 $0.1100 0.29%
2021-11-05 $0.1100 0.24%
2022-02-07 $0.1300 0.29%
2022-05-06 $0.1300 0.33%
2022-08-05 $0.1300 0.31%
2022-11-08 $0.1300 0.31%
2023-02-06 $0.1500 0.38%
2023-05-08 $0.1500 0.57%
2023-08-11 $0.1500 0.44%
2023-11-06 $0.1500 0.45%
2024-02-12 $0.1700 0.47%
2024-05-13 $0.1700 0.44%
2024-08-06 $0.1700 0.40%
2024-11-05 $0.1700 0.35%
2025-02-11 $0.1900 0.36%
2025-05-13 $0.1900 0.41%
2025-08-12 $0.1900 0.40%
2025-11-10 $0.1900 0.35%
2026-02-10 $0.2100 0.34%
2026-05-12 $0.2100 0.40%
Total 33 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
2021-08-06 $26.16 $5.23 $0.04 0.5236
2021-11-05 $26.22 $5.24 $0.04 0.4413
2022-02-07 $31.05 $6.21 $0.05 0.5515
2022-05-06 $31.12 $6.22 $0.05 0.6364
2022-08-05 $31.21 $6.24 $0.05 0.5798
2022-11-08 $31.28 $6.25 $0.05 0.6004
2023-02-06 $36.18 $7.23 $0.06 0.7515
2023-05-08 $36.29 $7.26 $0.06 1.1453
2023-08-11 $36.46 $7.29 $0.06 0.8555
2023-11-06 $36.59 $7.32 $0.06 0.8970
2024-02-12 $41.62 $8.33 $0.07 0.8965
2024-05-13 $41.78 $8.36 $0.07 0.8700
2024-08-06 $41.92 $8.38 $0.07 0.7763
2024-11-05 $42.06 $8.41 $0.07 0.6884
2025-02-11 $47.14 $9.43 $0.08 0.7053
2025-05-13 $47.27 $9.45 $0.08 0.8132
2025-08-12 $47.43 $9.49 $0.08 0.7732
2025-11-10 $47.57 $9.51 $0.08 0.6891
2026-02-10 $52.72 $10.54 $0.09 0.6985
2026-05-12 $52.87 $10.57 $0.09 0.8111
Total $784.94 $156.99 $1.26 14.7038

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.

MTD

CAGR 16.52% Total 7760.97% Final $786,097
1997-11-14 — 2026-06-03
UTZ

CAGR -3.04% Total -20.69% Final $7,931
2018-11-26 — 2026-06-03
DFDV

CAGR -39.48% Total -44.02% Final $5,598
2025-04-07 — 2026-06-03