Five Star Bancorp (FSBC) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$19,024
Total Return
90.24%
CAGR
13.73%
Dividends
$1,615.14
Yield on Cost
16.15%

Rolling Returns

1-Month (21 Trading Days)
Average+1.35%
Median+0.75%
Best+30.24%
Worst-31.36%
% of Windows Positive54.4%
1-Year (252 Trading Days)
Average+11.65%
Median+12.69%
Best+68.70%
Worst-37.94%
% of Windows Positive66.6%
3-Year (756 Trading Days)
Average+33.68%
Median+26.00%
Best+146.29%
Worst-11.49%
% of Windows Positive92.4%

Risk Metrics

Maximum Drawdown -41.21%
Average Drawdown -13.84%
Drawdown Duration 697 Trading Days
Sortino Ratio 0.84
Calmar Ratio 0.33
CVaR (5%) -4.43%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +18.18% (+48.62% ann.) +$1818.29 $140.09 $28.02 $0.22
2025 +21.42% +$2142.19 $268.06 $53.62 $0.43
2024 +17.89% +$1789.49 $308.73 $61.74 $0.49
2023 -1.27% $127.39 $277.98 $55.59 $0.45
2022 -7.59% $758.69 $201.31 $40.26 $0.32
2021 partial +51.48% (+87.64% ann.) +$5147.65 $150.37 $30.07 $0.24

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Reopening reflation / fiscal boom / supply bottlenecks partial May 4, 2021 – November 29, 2021 +57.49% +121.15% +$5748.50 $150.37 $30.07 $0.24
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -2.10% -2.23% $209.70 $203.41 $40.68 $0.32
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +4.84% +2.58% +$483.85 $459.29 $91.85 $0.74
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – June 3, 2026 +43.70% +23.68% +$4370.07 $504.98 $101.00 $0.81

Dividend History

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

Date Per Share Yield %
2021-07-12 $0.1500 0.62%
2021-10-08 $0.1500 0.60%
2022-02-04 $0.1500 0.49%
2022-05-06 $0.1500 0.58%
2022-08-05 $0.1500 0.60%
2022-11-04 $0.1500 0.54%
2023-02-03 $0.1500 0.53%
2023-05-05 $0.2000 1.02%
2023-08-04 $0.2000 0.82%
2023-11-03 $0.2000 1.02%
2024-02-02 $0.2000 0.83%
2024-05-03 $0.2000 0.90%
2024-08-05 $0.2000 0.74%
2024-11-04 $0.2000 0.66%
2025-02-03 $0.2000 0.66%
2025-05-05 $0.2000 0.71%
2025-08-04 $0.2000 0.68%
2025-11-03 $0.2000 0.56%
2026-02-02 $0.2500 0.63%
2026-05-04 $0.2500 0.61%
Total 20 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
2021-07-12 $61.03 $12.21 $0.10 2.0301
2021-10-08 $61.33 $12.26 $0.10 1.9744
2022-02-04 $61.63 $12.33 $0.10 1.6158
2022-05-06 $61.87 $12.38 $0.10 1.9094
2022-08-05 $62.16 $12.43 $0.10 1.9921
2022-11-04 $62.46 $12.49 $0.10 1.7815
2023-02-03 $62.72 $12.55 $0.10 1.7878
2023-05-05 $83.99 $16.79 $0.14 3.4689
2023-08-04 $84.68 $16.93 $0.14 2.8252
2023-11-03 $85.24 $17.05 $0.14 3.3054
2024-02-02 $85.91 $17.18 $0.14 2.9576
2024-05-03 $86.49 $17.30 $0.14 3.1206
2024-08-05 $87.12 $17.42 $0.14 2.6199
2024-11-04 $87.65 $17.53 $0.14 2.3632
2025-02-03 $88.12 $17.62 $0.14 2.3808
2025-05-05 $88.59 $17.72 $0.14 2.5244
2025-08-04 $89.10 $17.82 $0.15 2.3641
2025-11-03 $89.57 $17.92 $0.15 2.0380
2026-02-02 $112.47 $22.50 $0.18 2.2371
2026-05-04 $113.03 $22.60 $0.18 2.2310
Total $1615.14 $323.03 $2.58 47.5275

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.

ECG

CAGR 103.24% Total 210.20% Final $31,020
2024-10-28 — 2026-06-03
NLOP

CAGR 19.24% Total 58.03% Final $15,803
2023-10-27 — 2026-06-03
W

CAGR 5.36% Total 83.93% Final $18,393
2014-10-02 — 2026-06-03