Investar Holding Corporation (ISTR) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$12,950
Total Return
29.50%
CAGR
5.31%
Dividends
$869.30
Yield on Cost
8.69%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.05% |
| Median | +0.17% |
| Best | +44.65% |
| Worst | -30.36% |
| % of Windows Positive | 50.8% |
1-Year (252 Trading Days)
| Average | +14.26% |
| Median | +16.46% |
| Best | +162.26% |
| Worst | -56.50% |
| % of Windows Positive | 67.3% |
3-Year (756 Trading Days)
| Average | +21.97% |
| Median | +11.31% |
| Best | +172.44% |
| Worst | -31.98% |
| % of Windows Positive | 68.1% |
Risk Metrics
| Maximum Drawdown | -59.61% |
| Average Drawdown | -19.14% |
| Drawdown Duration | 575 Trading Days |
| Sortino Ratio | 0.48 |
| Calmar Ratio | 0.09 |
| CVaR (5%) | -4.29% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +4.71% (+11.55% ann.) | +$471.49 | $41.17 | $8.23 | $0.07 |
| 2025 | +23.68% | +$2368.06 | $199.45 | $39.89 | $0.32 |
| 2024 | +49.99% | +$4999.21 | $277.05 | $55.40 | $0.44 |
| 2023 | -29.01% | $2901.29 | $185.18 | $37.03 | $0.29 |
| 2022 | +18.61% | +$1861.41 | $199.34 | $39.86 | $0.32 |
| 2021 | +12.64% | +$1264.39 | $188.24 | $37.65 | $0.29 |
| 2020 | -30.05% | $3005.24 | $104.81 | $20.96 | $0.17 |
| 2019 | -2.47% | $247.33 | $92.20 | $18.43 | $0.15 |
| 2018 | +3.55% | +$354.88 | $84.03 | $16.80 | $0.14 |
| 2017 | +29.54% | +$2954.35 | $38.63 | $7.72 | $0.05 |
| 2016 | +6.19% | +$618.70 | $23.87 | $4.77 | $0.03 |
| 2015 | +27.28% | +$2727.54 | $23.11 | $4.63 | $0.04 |
| 2014 partial | -2.38% (-4.70% ann.) | $238.46 | $9.86 | $1.98 | $0.02 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Secular stagnation / QE / low inflation / duration bull partial | July 1, 2014 – February 19, 2020 | +64.75% | +9.26% | +$6475.26 | $419.83 | $83.96 | $0.67 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -58.89% | -100.00% | $5888.89 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +28.53% | +49.75% | +$2852.60 | $179.32 | $35.86 | $0.30 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +22.76% | +21.48% | +$2276.42 | $200.27 | $40.05 | $0.32 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +24.29% | +25.97% | +$2428.76 | $196.39 | $39.28 | $0.31 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -12.45% | -6.92% | $1245.16 | $317.35 | $63.46 | $0.50 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +53.33% | +28.48% | +$5333.04 | $408.96 | $81.79 | $0.65 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2014-10-10 | $0.0070 | 0.05% |
| 2014-12-31 | $0.0070 | 0.05% |
| 2015-03-30 | $0.0070 | 0.04% |
| 2015-06-30 | $0.0080 | 0.05% |
| 2015-09-30 | $0.0080 | 0.05% |
| 2015-12-30 | $0.0090 | 0.05% |
| 2016-03-31 | $0.0090 | 0.06% |
| 2016-06-29 | $0.0100 | 0.06% |
| 2016-10-03 | $0.0110 | 0.07% |
| 2016-12-30 | $0.0120 | 0.06% |
| 2017-03-27 | $0.0200 | 0.09% |
| 2017-06-30 | $0.0220 | 0.10% |
| 2017-10-03 | $0.0300 | 0.12% |
| 2018-01-02 | $0.0320 | 0.13% |
| 2018-04-06 | $0.0350 | 0.14% |
| 2018-07-06 | $0.0400 | 0.14% |
| 2018-10-04 | $0.0450 | 0.17% |
| 2018-12-28 | $0.0500 | 0.20% |
| 2019-04-05 | $0.0530 | 0.24% |
| 2019-07-05 | $0.0550 | 0.23% |
| 2019-10-04 | $0.0600 | 0.25% |
| 2019-12-27 | $0.0600 | 0.25% |
| 2020-04-03 | $0.0600 | 0.50% |
| 2020-07-02 | $0.0600 | 0.39% |
| 2020-10-02 | $0.0650 | 0.51% |
| 2020-12-24 | $0.0650 | 0.39% |
| 2021-03-26 | $0.0700 | 0.33% |
| 2021-06-29 | $0.0800 | 0.36% |
| 2021-09-29 | $0.0800 | 0.37% |
| 2021-12-30 | $0.0800 | 0.44% |
| 2022-03-30 | $0.0850 | 0.44% |
| 2022-06-29 | $0.0900 | 0.41% |
| 2022-09-29 | $0.0950 | 0.48% |
| 2022-12-29 | $0.0950 | 0.44% |
| 2023-03-30 | $0.0950 | 0.64% |
| 2023-06-30 | $0.1000 | 0.83% |
| 2023-09-29 | $0.1000 | 0.93% |
| 2023-12-29 | $0.1000 | 0.66% |
| 2024-03-28 | $0.1000 | 0.61% |
| 2024-07-01 | $0.1000 | 0.65% |
| 2024-09-30 | $0.1050 | 0.54% |
| 2024-12-31 | $0.1050 | 0.47% |
| 2025-03-31 | $0.1050 | 0.59% |
| 2025-06-30 | $0.1100 | 0.56% |
| 2025-09-30 | $0.1100 | 0.48% |
| 2025-12-31 | $0.1100 | 0.41% |
| 2026-03-31 | $0.1100 | 0.41% |
| Total | 47 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 |
|---|---|---|---|---|
| 2021-06-29 | $34.09 | $6.82 | $0.05 | 1.2117 |
| 2021-09-29 | $34.19 | $6.83 | $0.05 | 1.2496 |
| 2021-12-30 | $34.28 | $6.86 | $0.05 | 1.4990 |
| 2022-03-30 | $36.56 | $7.31 | $0.06 | 1.5288 |
| 2022-06-29 | $38.84 | $7.77 | $0.06 | 1.4238 |
| 2022-09-29 | $41.13 | $8.23 | $0.06 | 1.6437 |
| 2022-12-29 | $41.29 | $8.26 | $0.06 | 1.5326 |
| 2023-03-30 | $41.43 | $8.28 | $0.06 | 2.3265 |
| 2023-06-30 | $43.85 | $8.77 | $0.07 | 2.8909 |
| 2023-09-29 | $44.14 | $8.83 | $0.07 | 3.3277 |
| 2023-12-29 | $44.47 | $8.90 | $0.07 | 2.3813 |
| 2024-03-28 | $44.71 | $8.94 | $0.07 | 2.1819 |
| 2024-07-01 | $44.93 | $8.98 | $0.07 | 2.3568 |
| 2024-09-30 | $47.42 | $9.48 | $0.08 | 1.9516 |
| 2024-12-31 | $47.63 | $9.52 | $0.08 | 1.7315 |
| 2025-03-31 | $47.81 | $9.56 | $0.08 | 2.1675 |
| 2025-06-30 | $50.32 | $10.07 | $0.08 | 2.0796 |
| 2025-09-30 | $50.55 | $10.11 | $0.08 | 1.7389 |
| 2025-12-31 | $50.74 | $10.15 | $0.08 | 1.5162 |
| 2026-03-31 | $50.91 | $10.18 | $0.08 | 1.4905 |
| Total | $869.30 | $173.85 | $1.37 | 38.2301 |
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.