First Citizens BancShares, Inc. (FCNCA) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$22,842
Total Return
128.42%
CAGR
17.97%
Dividends
$302.07
Yield on Cost
3.02%
Rolling Returns
1-Month (21 Trading Days)
| Average | +2.06% |
| Median | +0.71% |
| Best | +99.16% |
| Worst | -34.19% |
| % of Windows Positive | 53.2% |
1-Year (252 Trading Days)
| Average | +31.36% |
| Median | +20.67% |
| Best | +204.90% |
| Worst | -32.68% |
| % of Windows Positive | 70.3% |
3-Year (756 Trading Days)
| Average | +149.19% |
| Median | +148.18% |
| Best | +268.14% |
| Worst | +51.52% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -43.68% |
| Average Drawdown | -11.76% |
| Drawdown Duration | 393 Trading Days |
| Sortino Ratio | 1.07 |
| Calmar Ratio | 0.41 |
| CVaR (5%) | -4.63% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -8.75% (-19.51% ann.) | $874.69 | $19.58 | $3.92 | $0.03 |
| 2025 | +1.90% | +$190.29 | $37.67 | $7.53 | $0.06 |
| 2024 | +49.35% | +$4934.90 | $48.47 | $9.69 | $0.08 |
| 2023 | +87.60% | +$8760.23 | $51.35 | $10.27 | $0.08 |
| 2022 | -8.41% | $840.97 | $26.05 | $5.21 | $0.04 |
| 2021 | +44.76% | +$4476.38 | $32.76 | $6.55 | $0.05 |
| 2020 | +8.25% | +$825.12 | $31.42 | $6.28 | $0.05 |
| 2019 | +41.54% | +$4154.02 | $42.48 | $8.50 | $0.07 |
| 2018 | -6.19% | $618.56 | $36.02 | $7.20 | $0.06 |
| 2017 | +13.83% | +$1383.21 | $35.25 | $7.05 | $0.06 |
| 2016 | +37.98% | +$3798.06 | $46.55 | $9.31 | $0.07 |
| 2015 | +2.53% | +$252.83 | $47.54 | $9.51 | $0.07 |
| 2014 | +13.99% | +$1399.40 | $53.98 | $10.80 | $0.08 |
| 2013 | +36.82% | +$3681.95 | $73.53 | $14.71 | $0.12 |
| 2012 | -6.03% | $602.82 | $68.72 | $13.74 | $0.11 |
| 2011 | -6.93% | $693.19 | $63.60 | $12.72 | $0.10 |
| 2010 | +15.84% | +$1584.07 | $73.30 | $14.66 | $0.12 |
| 2009 | +8.12% | +$812.19 | $78.77 | $15.75 | $0.13 |
| 2008 | +5.41% | +$541.32 | $75.60 | $15.12 | $0.12 |
| 2007 | -27.68% | $2767.59 | $54.37 | $10.87 | $0.09 |
| 2006 | +16.70% | +$1670.40 | $63.18 | $12.64 | $0.10 |
| 2005 | +18.31% | +$1831.49 | $74.37 | $14.87 | $0.12 |
| 2004 | +23.90% | +$2389.76 | $91.54 | $18.31 | $0.15 |
| 2003 | +25.78% | +$2578.23 | $114.25 | $22.85 | $0.18 |
| 2002 | -0.40% | $39.75 | $102.59 | $20.52 | $0.16 |
| 2001 | +22.09% | +$2209.16 | $124.24 | $24.85 | $0.19 |
| 2000 | +17.15% | +$1714.77 | $144.05 | $28.81 | $0.23 |
| 1999 | -21.69% | $2169.40 | $111.53 | $22.31 | $0.18 |
| 1998 | -12.76% | $1275.84 | $96.40 | $19.28 | $0.15 |
| 1997 | +36.30% | +$3629.76 | $130.34 | $26.07 | $0.21 |
| 1996 | +41.25% | +$4125.33 | $168.56 | $33.71 | $0.26 |
| 1995 | +28.41% | +$2841.10 | $190.65 | $38.13 | $0.30 |
| 1994 | -5.20% | $519.56 | $156.70 | $31.34 | $0.26 |
| 1993 | -7.45% | $744.51 | $123.60 | $24.71 | $0.19 |
| 1992 | +86.62% | +$8661.70 | $191.81 | $38.37 | $0.30 |
| 1991 | +46.72% | +$4671.88 | $224.90 | $44.96 | $0.37 |
| 1990 | -25.92% | $2591.76 | $154.58 | $30.92 | $0.26 |
| 1989 | -12.34% | $1233.65 | $133.88 | $26.77 | $0.23 |
| 1988 | +4.28% | +$428.13 | $110.65 | $22.12 | $0.19 |
| 1987 | -1.11% | $111.36 | $81.54 | $16.30 | $0.14 |
| 1986 partial | -15.57% (-58.66% ann.) | $1557.26 | $17.14 | $3.43 | $0.03 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +31.55% | +6.16% | +$3155.12 | $908.29 | $181.66 | $1.45 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +66.56% | +21.93% | +$6655.96 | $452.22 | $90.45 | $0.71 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +83.21% | +12.88% | +$8321.24 | $548.70 | $109.74 | $0.87 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -55.37% | -43.51% | $5537.16 | $77.16 | $15.43 | $0.12 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +82.01% | +19.41% | +$8200.88 | $463.25 | $92.65 | $0.74 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +228.60% | +17.02% | +$22859.75 | $602.02 | $120.41 | $0.96 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -42.97% | -99.84% | $4296.96 | $7.62 | $1.52 | $0.01 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +55.80% | +104.11% | +$5580.42 | $25.03 | $5.01 | $0.04 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +49.98% | +46.89% | +$4997.84 | $42.43 | $8.49 | $0.07 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +2.38% | +2.53% | +$238.04 | $17.55 | $3.51 | $0.03 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +127.26% | +55.72% | +$12725.53 | $113.13 | $22.63 | $0.18 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +3.54% | +2.06% | +$354.25 | $74.43 | $14.89 | $0.12 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1986-12-26 | $0.0600 | 0.21% |
| 1987-03-17 | $0.0600 | 0.19% |
| 1987-06-16 | $0.0600 | 0.17% |
| 1987-09-15 | $0.0600 | 0.18% |
| 1987-12-28 | $0.0600 | 0.20% |
| 1988-03-17 | $0.0600 | 0.19% |
| 1988-06-14 | $0.0600 | 0.18% |
| 1988-09-15 | $0.1000 | 0.29% |
| 1988-12-27 | $0.1000 | 0.34% |
| 1989-03-17 | $0.1000 | 0.34% |
| 1989-06-20 | $0.1000 | 0.35% |
| 1989-09-18 | $0.1000 | 0.35% |
| 1989-12-26 | $0.1000 | 0.37% |
| 1990-03-13 | $0.1000 | 0.38% |
| 1990-06-19 | $0.1000 | 0.40% |
| 1990-09-18 | $0.1000 | 0.47% |
| 1990-12-26 | $0.1000 | 0.48% |
| 1991-03-13 | $0.1000 | 0.44% |
| 1991-06-18 | $0.1000 | 0.43% |
| 1991-09-10 | $0.1000 | 0.38% |
| 1991-12-10 | $0.1250 | 0.45% |
| 1992-03-10 | $0.1250 | 0.42% |
| 1992-06-09 | $0.1250 | 0.36% |
| 1992-09-15 | $0.1250 | 0.31% |
| 1992-12-15 | $0.1500 | 0.31% |
| 1993-03-09 | $0.1500 | 0.26% |
| 1993-06-15 | $0.1500 | 0.33% |
| 1993-09-14 | $0.1500 | 0.31% |
| 1993-12-14 | $0.1750 | 0.38% |
| 1994-03-15 | $0.1750 | 0.41% |
| 1994-06-14 | $0.1750 | 0.42% |
| 1994-09-13 | $0.1750 | 0.38% |
| 1994-12-09 | $0.2000 | 0.47% |
| 1995-03-14 | $0.2000 | 0.45% |
| 1995-06-15 | $0.2000 | 0.41% |
| 1995-09-14 | $0.2000 | 0.37% |
| 1995-12-14 | $0.2250 | 0.42% |
| 1996-03-14 | $0.2250 | 0.38% |
| 1996-06-13 | $0.2250 | 0.36% |
| 1996-09-12 | $0.2250 | 0.34% |
| 1996-12-12 | $0.2500 | 0.31% |
| 1997-03-13 | $0.2500 | 0.32% |
| 1997-06-12 | $0.2500 | 0.29% |
| 1997-09-11 | $0.2500 | 0.27% |
| 1997-12-11 | $0.2500 | 0.22% |
| 1998-03-12 | $0.2500 | 0.22% |
| 1998-06-11 | $0.2500 | 0.23% |
| 1998-09-17 | $0.2500 | 0.30% |
| 1998-12-17 | $0.2500 | 0.31% |
| 1999-03-11 | $0.2500 | 0.31% |
| 1999-06-17 | $0.2500 | 0.31% |
| 1999-09-16 | $0.2500 | 0.32% |
| 1999-12-16 | $0.2500 | 0.36% |
| 2000-03-16 | $0.2500 | 0.40% |
| 2000-06-15 | $0.2500 | 0.40% |
| 2000-09-14 | $0.2500 | 0.38% |
| 2000-12-14 | $0.2500 | 0.32% |
| 2001-03-15 | $0.2500 | 0.28% |
| 2001-06-14 | $0.2500 | 0.26% |
| 2001-09-18 | $0.2500 | 0.27% |
| 2001-12-13 | $0.2500 | 0.26% |
| 2002-03-14 | $0.2500 | 0.25% |
| 2002-06-13 | $0.2500 | 0.23% |
| 2002-09-12 | $0.2500 | 0.24% |
| 2002-12-12 | $0.2500 | 0.27% |
| 2003-03-13 | $0.2750 | 0.30% |
| 2003-06-12 | $0.2750 | 0.27% |
| 2003-09-11 | $0.2750 | 0.26% |
| 2003-12-11 | $0.2750 | 0.24% |
| 2004-03-11 | $0.2750 | 0.23% |
| 2004-06-17 | $0.2750 | 0.23% |
| 2004-09-16 | $0.2750 | 0.23% |
| 2004-12-16 | $0.2750 | 0.19% |
| 2005-03-17 | $0.2750 | 0.19% |
| 2005-06-16 | $0.2750 | 0.21% |
| 2005-09-15 | $0.2750 | 0.17% |
| 2005-12-15 | $0.2750 | 0.15% |
| 2006-03-16 | $0.2750 | 0.15% |
| 2006-06-15 | $0.2750 | 0.15% |
| 2006-09-14 | $0.2750 | 0.14% |
| 2006-12-14 | $0.2750 | 0.14% |
| 2007-03-15 | $0.2750 | 0.13% |
| 2007-06-14 | $0.2750 | 0.14% |
| 2007-09-13 | $0.2750 | 0.15% |
| 2007-12-13 | $0.2750 | 0.18% |
| 2008-03-13 | $0.2750 | 0.21% |
| 2008-06-12 | $0.2750 | 0.18% |
| 2008-09-11 | $0.2750 | 0.18% |
| 2008-12-11 | $0.2750 | 0.19% |
| 2009-03-12 | $0.3000 | 0.32% |
| 2009-06-11 | $0.3000 | 0.22% |
| 2009-09-17 | $0.3000 | 0.21% |
| 2009-12-17 | $0.3000 | 0.18% |
| 2010-03-11 | $0.3000 | 0.15% |
| 2010-06-17 | $0.3000 | 0.15% |
| 2010-09-16 | $0.3000 | 0.17% |
| 2010-12-16 | $0.3000 | 0.16% |
| 2011-03-17 | $0.3000 | 0.15% |
| 2011-06-16 | $0.3000 | 0.17% |
| 2011-09-15 | $0.3000 | 0.19% |
| 2011-12-15 | $0.3000 | 0.18% |
| 2012-03-15 | $0.3000 | 0.17% |
| 2012-06-14 | $0.3000 | 0.18% |
| 2012-09-13 | $0.3000 | 0.18% |
| 2012-12-13 | $0.3000 | 0.19% |
| 2013-03-14 | $0.3000 | 0.17% |
| 2013-06-13 | $0.3000 | 0.15% |
| 2013-09-12 | $0.3000 | 0.15% |
| 2013-12-12 | $0.3000 | 0.14% |
| 2014-03-13 | $0.3000 | 0.13% |
| 2014-06-12 | $0.3000 | 0.12% |
| 2014-09-11 | $0.3000 | 0.13% |
| 2014-12-11 | $0.3000 | 0.11% |
| 2015-03-12 | $0.3000 | 0.12% |
| 2015-06-11 | $0.3000 | 0.12% |
| 2015-09-10 | $0.3000 | 0.13% |
| 2015-12-17 | $0.3000 | 0.12% |
| 2016-03-17 | $0.3000 | 0.12% |
| 2016-06-16 | $0.3000 | 0.12% |
| 2016-09-15 | $0.3000 | 0.11% |
| 2016-12-15 | $0.3000 | 0.08% |
| 2017-03-16 | $0.3000 | 0.09% |
| 2017-06-23 | $0.3000 | 0.09% |
| 2017-09-15 | $0.3000 | 0.09% |
| 2017-12-15 | $0.3500 | 0.09% |
| 2018-03-16 | $0.3500 | 0.08% |
| 2018-06-15 | $0.3500 | 0.08% |
| 2018-09-14 | $0.3500 | 0.08% |
| 2018-12-14 | $0.4000 | 0.10% |
| 2019-03-15 | $0.4000 | 0.09% |
| 2019-06-14 | $0.4000 | 0.09% |
| 2019-09-13 | $0.4000 | 0.08% |
| 2019-12-13 | $0.4000 | 0.08% |
| 2020-03-13 | $0.4000 | 0.12% |
| 2020-06-12 | $0.4000 | 0.10% |
| 2020-09-11 | $0.4000 | 0.11% |
| 2020-12-11 | $0.4700 | 0.08% |
| 2021-03-12 | $0.4700 | 0.06% |
| 2021-05-13 | $0.4700 | 0.06% |
| 2021-07-29 | $0.4700 | 0.06% |
| 2021-11-09 | $0.4700 | 0.06% |
| 2022-02-25 | $0.4700 | 0.06% |
| 2022-05-27 | $0.4700 | 0.07% |
| 2022-08-30 | $0.4700 | 0.06% |
| 2022-11-29 | $0.7500 | 0.09% |
| 2023-02-27 | $0.7500 | 0.10% |
| 2023-05-30 | $0.7500 | 0.06% |
| 2023-08-30 | $0.7500 | 0.05% |
| 2023-11-29 | $1.6400 | 0.12% |
| 2024-02-28 | $1.6400 | 0.10% |
| 2024-05-31 | $1.6400 | 0.10% |
| 2024-08-30 | $1.6400 | 0.08% |
| 2024-11-29 | $1.9500 | 0.08% |
| 2025-02-28 | $1.9500 | 0.10% |
| 2025-05-30 | $1.9500 | 0.11% |
| 2025-08-29 | $1.9500 | 0.10% |
| 2025-11-28 | $2.1000 | 0.11% |
| 2026-02-27 | $2.1000 | 0.10% |
| 2026-05-29 | $2.1000 | 0.10% |
| Total | 159 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 | $5.42 | $1.08 | $0.0087 | 0.0054 |
| 2021-11-09 | $5.42 | $1.08 | $0.0087 | 0.0052 |
| 2022-02-25 | $5.42 | $1.08 | $0.0087 | 0.0055 |
| 2022-05-27 | $5.42 | $1.08 | $0.0087 | 0.0062 |
| 2022-08-30 | $5.43 | $1.09 | $0.0087 | 0.0053 |
| 2022-11-29 | $8.66 | $1.73 | $0.01 | 0.0087 |
| 2023-02-27 | $8.67 | $1.73 | $0.01 | 0.0093 |
| 2023-05-30 | $8.68 | $1.74 | $0.01 | 0.0055 |
| 2023-08-30 | $8.68 | $1.74 | $0.01 | 0.0051 |
| 2023-11-29 | $18.99 | $3.80 | $0.03 | 0.0105 |
| 2024-02-28 | $19.01 | $3.80 | $0.03 | 0.0097 |
| 2024-05-31 | $19.03 | $3.81 | $0.03 | 0.0089 |
| 2024-08-30 | $19.04 | $3.81 | $0.03 | 0.0075 |
| 2024-11-29 | $22.65 | $4.53 | $0.04 | 0.0079 |
| 2025-02-28 | $22.67 | $4.53 | $0.04 | 0.0088 |
| 2025-05-30 | $22.69 | $4.54 | $0.04 | 0.0098 |
| 2025-08-29 | $22.71 | $4.54 | $0.04 | 0.0091 |
| 2025-11-28 | $24.47 | $4.89 | $0.04 | 0.0104 |
| 2026-02-27 | $24.49 | $4.90 | $0.04 | 0.0103 |
| 2026-05-29 | $24.52 | $4.90 | $0.04 | 0.0098 |
| Total | $302.07 | $60.41 | $0.48 | 0.1591 |
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.