Pathfinder Bancorp, Inc. (PBHC) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$9,552
Total Return
-4.48%
CAGR
-0.91%
Dividends
$1,217.90
Yield on Cost
12.18%

Rolling Returns

1-Month (21 Trading Days)
Average+0.15%
Median+0.26%
Best+38.48%
Worst-23.94%
% of Windows Positive52.2%
1-Year (252 Trading Days)
Average+0.03%
Median-2.75%
Best+51.06%
Worst-39.08%
% of Windows Positive46.0%
3-Year (756 Trading Days)
Average-9.63%
Median-15.42%
Best+23.21%
Worst-31.93%
% of Windows Positive34.6%

Risk Metrics

Maximum Drawdown -46.26%
Average Drawdown -22.23%
Drawdown Duration 930 Trading Days (Unrecovered)
Sortino Ratio 0.20
Calmar Ratio -0.02
CVaR (5%) -4.81%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -2.15% (-5.02% ann.) $214.91 $142.14 $28.43 $0.23
2025 -17.70% $1770.31 $230.30 $46.06 $0.37
2024 +27.63% +$2763.26 $280.87 $56.17 $0.45
2023 -25.45% $2544.80 $189.27 $37.85 $0.30
2022 +13.06% +$1305.84 $199.11 $39.82 $0.32
2021 +51.73% +$5172.76 $236.56 $47.31 $0.38
2020 -15.93% $1593.08 $173.76 $34.75 $0.28
2019 -9.99% $998.72 $154.04 $30.81 $0.25
2018 +2.95% +$294.98 $155.26 $31.05 $0.25
2017 +15.46% +$1546.20 $154.87 $30.97 $0.25
2016 +5.97% +$597.50 $155.81 $31.16 $0.25
2015 +33.01% +$3300.70 $143.43 $28.69 $0.23
2014 +20.33% +$2033.16 $89.12 $17.82 $0.14
2013 +32.08% +$3208.00 $116.87 $23.37 $0.19
2012 +16.75% +$1675.03 $135.20 $27.04 $0.22
2011 +5.93% +$593.41 $141.74 $28.35 $0.23
2010 +53.89% +$5389.05 $215.43 $43.09 $0.34
2009 -8.33% $832.66 $311.17 $62.24 $0.49
2008 -36.72% $3671.76 $406.73 $81.34 $0.65
2007 -19.24% $1924.45 $318.96 $63.79 $0.51
2006 +2.44% +$243.74 $318.59 $63.72 $0.51
2005 -20.23% $2022.83 $186.54 $37.31 $0.30
2004 -7.53% $753.37 $221.62 $44.33 $0.35
2003 +27.37% +$2737.12 $274.14 $54.83 $0.44
2002 +13.65% +$1364.62 $229.21 $45.84 $0.36
2001 +117.50% +$11750.13 $424.22 $84.85 $0.68
2000 -28.36% $2836.42 $272.90 $54.58 $0.44
1999 -0.84% $83.77 $253.81 $50.76 $0.40
1998 -54.06% $5406.48 $75.14 $15.03 $0.12
1997 +221.41% +$22140.59 $149.52 $29.90 $0.23
1996 -10.71% $1071.43 $0.00 $0.00 $0.00
1995 partial +16.67% (+270.39% ann.) +$1666.67 $0.00 $0.00 $0.00

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Dot-com bubble / TMT mania partial November 16, 1995 – March 10, 2000 +25.32% +5.37% +$2532.50 $900.74 $180.14 $1.40
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 +57.41% +19.28% +$5740.93 $849.61 $169.92 $1.36
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 -8.54% -1.77% $854.42 $1685.96 $337.20 $2.70
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -39.32% -29.79% $3932.17 $603.07 $120.61 $0.96
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +118.60% +26.07% +$11859.73 $899.02 $179.80 $1.45
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +147.57% +12.73% +$14757.21 $2150.40 $430.07 $3.44
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -29.58% -98.17% $2958.15 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +13.71% +22.97% +$1371.42 $180.90 $36.18 $0.29
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +57.35% +53.74% +$5735.28 $247.78 $49.55 $0.40
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 +15.91% +16.97% +$1591.06 $203.50 $40.70 $0.33
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -13.51% -7.53% $1350.55 $341.84 $68.37 $0.55
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – June 3, 2026 -12.10% -7.28% $1209.98 $441.17 $88.23 $0.71

Dividend History

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

Date Per Share Yield %
1997-10-01 $0.0283 0.32%
1997-12-29 $0.0283 0.23%
1998-03-27 $0.0304 0.23%
1998-07-14 $0.0304 0.24%
1998-09-28 $0.0304 0.42%
1999-01-15 $0.0304 0.49%
1999-03-29 $0.0364 0.57%
1999-07-26 $0.0364 0.74%
1999-10-18 $0.0364 0.75%
2000-01-24 $0.0364 0.80%
2000-03-29 $0.0364 0.86%
2000-09-27 $0.0364 0.80%
2000-12-27 $0.0364 1.09%
2001-03-28 $0.0364 0.89%
2001-06-27 $0.0364 0.67%
2001-09-26 $0.0425 0.56%
2001-12-27 $0.0425 0.53%
2002-03-26 $0.0425 0.54%
2002-06-26 $0.0425 0.52%
2002-09-26 $0.0486 0.64%
2002-12-27 $0.0486 0.53%
2003-03-27 $0.0607 0.69%
2003-06-26 $0.0607 0.68%
2003-10-09 $0.0607 0.62%
2003-12-29 $0.0607 0.54%
2004-03-29 $0.0607 0.54%
2004-07-09 $0.0607 0.65%
2004-10-04 $0.0613 0.63%
2004-12-29 $0.0625 0.61%
2005-03-29 $0.0625 0.58%
2005-07-01 $0.0625 0.72%
2005-10-12 $0.0625 0.79%
2006-01-11 $0.0625 0.79%
2006-04-11 $0.0625 0.86%
2006-07-12 $0.0625 0.85%
2006-10-11 $0.0625 0.73%
2007-01-10 $0.0625 0.79%
2007-04-11 $0.0625 0.78%
2007-07-11 $0.0625 0.83%
2007-10-10 $0.0625 1.05%
2008-01-09 $0.0625 0.85%
2008-04-11 $0.0625 0.94%
2008-07-11 $0.0625 1.46%
2008-10-10 $0.0625 1.24%
2009-01-14 $0.0625 1.65%
2009-05-13 $0.0182 0.42%
2009-07-13 $0.0182 0.50%
2009-10-13 $0.0182 0.53%
2010-01-12 $0.0182 0.47%
2010-04-13 $0.0182 0.38%
2010-07-13 $0.0182 0.50%
2010-10-13 $0.0182 0.38%
2011-01-12 $0.0182 0.36%
2011-04-12 $0.0182 0.29%
2011-07-13 $0.0182 0.34%
2011-10-12 $0.0182 0.33%
2012-01-11 $0.0182 0.33%
2012-04-11 $0.0182 0.32%
2012-07-11 $0.0182 0.32%
2012-10-10 $0.0182 0.27%
2013-01-09 $0.0182 0.29%
2013-04-11 $0.0182 0.22%
2013-07-11 $0.0182 0.23%
2013-10-10 $0.0182 0.22%
2014-01-13 $0.0182 0.22%
2014-04-11 $0.0182 0.21%
2014-07-11 $0.0182 0.21%
2014-10-10 $0.0182 0.18%
2015-01-13 $0.0300 0.30%
2015-04-13 $0.0300 0.30%
2015-07-13 $0.0300 0.26%
2015-10-09 $0.0500 0.45%
2016-01-07 $0.0500 0.39%
2016-04-14 $0.0500 0.43%
2016-07-14 $0.0500 0.43%
2016-10-12 $0.0500 0.41%
2017-01-11 $0.0500 0.37%
2017-04-11 $0.0500 0.34%
2017-07-12 $0.0530 0.35%
2017-10-12 $0.0550 0.36%
2018-01-11 $0.0580 0.38%
2018-04-19 $0.0600 0.40%
2018-07-19 $0.0600 0.38%
2018-10-18 $0.0600 0.40%
2019-01-17 $0.0600 0.41%
2019-04-17 $0.0600 0.44%
2019-07-18 $0.0600 0.40%
2019-10-17 $0.0600 0.46%
2020-01-16 $0.0600 0.43%
2020-04-15 $0.0600 0.63%
2020-07-16 $0.0600 0.61%
2020-10-15 $0.0600 0.56%
2021-01-14 $0.0600 0.48%
2021-04-14 $0.0700 0.45%
2021-07-15 $0.0700 0.44%
2021-10-14 $0.0700 0.43%
2022-01-13 $0.0700 0.41%
2022-04-21 $0.0900 0.46%
2022-07-14 $0.0900 0.46%
2022-10-13 $0.0900 0.44%
2023-01-13 $0.0900 0.47%
2023-04-21 $0.0900 0.57%
2023-07-20 $0.0900 0.60%
2023-10-19 $0.0900 0.66%
2024-01-11 $0.0900 0.68%
2024-04-18 $0.1000 0.82%
2024-07-19 $0.1000 0.70%
2024-10-18 $0.1000 0.61%
2025-01-17 $0.1000 0.61%
2025-04-17 $0.1000 0.65%
2025-07-18 $0.1000 0.66%
2025-10-17 $0.1000 0.65%
2026-01-16 $0.1000 0.70%
2026-04-17 $0.1000 0.74%
Total 114 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
2021-07-15 $44.64 $8.93 $0.07 2.2291
2021-10-14 $44.80 $8.96 $0.07 2.1957
2022-01-13 $44.95 $8.99 $0.07 2.1087
2022-04-21 $57.99 $11.60 $0.09 2.3148
2022-07-14 $58.19 $11.64 $0.09 2.4288
2022-10-13 $58.41 $11.68 $0.09 2.2783
2023-01-13 $58.62 $11.72 $0.09 2.4490
2023-04-21 $58.84 $11.77 $0.09 2.9434
2023-07-20 $59.10 $11.82 $0.09 3.1480
2023-10-19 $59.39 $11.88 $0.09 3.5122
2024-01-11 $59.70 $11.94 $0.09 3.5975
2024-04-18 $66.70 $13.34 $0.11 4.4338
2024-07-19 $67.14 $13.43 $0.11 3.5736
2024-10-18 $67.50 $13.50 $0.11 2.8498
2025-01-17 $67.78 $13.56 $0.11 3.2838
2025-04-17 $68.11 $13.62 $0.11 3.5083
2025-07-18 $68.46 $13.69 $0.11 3.5842
2025-10-17 $68.82 $13.76 $0.11 3.6484
2026-01-16 $69.18 $13.84 $0.11 3.8519
2026-04-17 $69.57 $13.91 $0.11 4.0932
Total $1217.90 $243.57 $1.95 62.0324

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.

UPLD

CAGR -19.17% Total -91.48% Final $851.79
2014-11-06 — 2026-06-03
DAWN

CAGR -1.77% Total -8.38% Final $9,162
2021-05-27 — 2026-04-24
MRBK

CAGR 10.88% Total 142.24% Final $24,224
2017-11-07 — 2026-06-03