Nicolet Bankshares, Inc. (NIC) Stock Total Returns

Growth of $10,000 chart

2021-04-14 to 2026-04-14
to
$
%
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Investment Performance

Final Value
$20,676
Total Return
106.76%
CAGR
15.64%
Dividends
$438.11
Yield on Cost
4.38%

Rolling Returns

1-Month (21 Trading Days)
Average+1.51%
Median+0.20%
Best+40.58%
Worst-17.84%
% of Windows Positive50.9%
1-Year (252 Trading Days)
Average+16.59%
Median+15.10%
Best+63.54%
Worst-38.04%
% of Windows Positive74.0%
3-Year (756 Trading Days)
Average+52.18%
Median+50.30%
Best+160.17%
Worst-2.77%
% of Windows Positive98.4%

Risk Metrics

Maximum Drawdown -44.31%
Average Drawdown -12.82%
Drawdown Duration 587 Trading Days
Sortino Ratio 0.96
Calmar Ratio 0.35
CVaR (5%) -4.05%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +30.82% (+156.87% ann.) +$3081.56 $26.38 $5.28 $0.04
2025 +16.55% +$1654.96 $118.57 $23.71 $0.19
2024 +31.60% +$3160.31 $135.97 $27.20 $0.21
2023 +1.73% +$173.05 $94.28 $18.86 $0.15
2022 -6.95% $695.04 $0.00 $0.00 $0.00
2021 +29.24% +$2923.89 $0.00 $0.00 $0.00
2020 -10.16% $1015.57 $0.00 $0.00 $0.00
2019 +51.33% +$5133.20 $0.00 $0.00 $0.00
2018 -10.85% $1085.13 $0.00 $0.00 $0.00
2017 +14.78% +$1478.30 $0.00 $0.00 $0.00
2016 +50.02% +$5001.57 $0.00 $0.00 $0.00
2015 +27.16% +$2716.00 $0.00 $0.00 $0.00
2014 +51.15% +$5114.87 $0.00 $0.00 $0.00
2013 partial +3.37% (+5.46% ann.) +$337.50 $0.00 $0.00 $0.00

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Secular stagnation / QE / low inflation / duration bull partial May 17, 2013 – February 19, 2020 +353.19% +25.05% +$35318.75 $0.00 $0.00 $0.00
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -29.16% -98.04% $2915.70 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +9.66% +15.99% +$965.63 $0.00 $0.00 $0.00
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +10.62% +10.05% +$1061.81 $0.00 $0.00 $0.00
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 +10.15% +10.81% +$1015.29 $0.00 $0.00 $0.00
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +19.80% +10.24% +$1979.69 $190.43 $38.09 $0.30
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +64.70% +37.45% +$6470.14 $190.07 $38.02 $0.31

Dividend History

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

Date Per Share Yield %
2023-05-31 $0.2500 0.38%
2023-08-31 $0.2500 0.33%
2023-11-30 $0.2500 0.33%
2024-03-07 $0.2500 0.30%
2024-06-03 $0.2800 0.35%
2024-09-03 $0.2800 0.28%
2024-12-02 $0.2800 0.25%
2025-03-10 $0.2800 0.24%
2025-06-02 $0.3200 0.26%
2025-09-02 $0.3200 0.23%
2025-12-08 $0.3200 0.25%
2026-03-02 $0.3200 0.21%
Total 12 payments

Portfolio Dividend Returns

Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
Date Total Yield Tax Trans. Cost Shares Bought
2023-05-31 $31.74 $6.35 $0.05 0.4082
2023-08-31 $31.84 $6.37 $0.05 0.3353
2023-11-30 $31.92 $6.38 $0.05 0.3460
2024-03-07 $32.01 $6.40 $0.05 0.3109
2024-06-03 $35.94 $7.19 $0.06 0.3631
2024-09-03 $36.04 $7.21 $0.06 0.2936
2024-12-02 $36.12 $7.23 $0.06 0.2579
2025-03-10 $36.19 $7.24 $0.06 0.2617
2025-06-02 $41.45 $8.29 $0.07 0.2746
2025-09-02 $41.54 $8.31 $0.07 0.2430
2025-12-08 $41.62 $8.32 $0.07 0.2566
2026-03-02 $41.70 $8.34 $0.07 0.2133
Total $438.11 $87.63 $0.70 3.5645

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.

BRT

CAGR 1.86% Total 164.68% Final $26,468
1973-05-03 — 2026-04-14
ISTR

CAGR 7.22% Total 127.45% Final $22,745
2014-07-01 — 2026-04-14
SIGI

CAGR 12.32% Total 21040.49% Final $2,114,049
1980-03-17 — 2026-04-14