Peoples Financial Services Corp. (PFIS) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$15,344
Total Return
53.44%
CAGR
8.94%
Dividends
$2,402.49
Yield on Cost
24.02%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.05% |
| Median | +0.53% |
| Best | +29.04% |
| Worst | -17.17% |
| % of Windows Positive | 53.3% |
1-Year (252 Trading Days)
| Average | +6.68% |
| Median | +7.57% |
| Best | +48.50% |
| Worst | -28.44% |
| % of Windows Positive | 63.3% |
3-Year (756 Trading Days)
| Average | +13.47% |
| Median | +9.71% |
| Best | +81.53% |
| Worst | -12.96% |
| % of Windows Positive | 85.2% |
Risk Metrics
| Maximum Drawdown | -37.65% |
| Average Drawdown | -12.98% |
| Drawdown Duration | 499 Trading Days |
| Sortino Ratio | 0.63 |
| Calmar Ratio | 0.24 |
| CVaR (5%) | -4.33% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +20.06% (+54.29% ann.) | +$2006.17 | $257.82 | $51.56 | $0.41 |
| 2025 | -0.97% | $97.16 | $490.33 | $98.07 | $0.78 |
| 2024 | +8.94% | +$894.12 | $428.51 | $85.70 | $0.69 |
| 2023 | -3.24% | $324.02 | $319.79 | $63.96 | $0.51 |
| 2022 | +0.82% | +$82.35 | $302.70 | $60.54 | $0.49 |
| 2021 | +47.18% | +$4718.07 | $412.28 | $82.46 | $0.66 |
| 2020 | -24.79% | $2479.00 | $289.15 | $57.83 | $0.46 |
| 2019 | +17.08% | +$1707.88 | $313.88 | $62.78 | $0.50 |
| 2018 | -3.17% | $316.62 | $283.71 | $56.74 | $0.45 |
| 2017 | -2.10% | $210.44 | $261.07 | $52.22 | $0.42 |
| 2016 | +31.19% | +$3119.48 | $328.97 | $65.79 | $0.53 |
| 2015 | -21.38% | $2138.17 | $251.95 | $50.39 | $0.40 |
| 2014 | +33.57% | +$3356.68 | $329.10 | $65.82 | $0.53 |
| 2013 | +27.34% | +$2734.29 | $304.23 | $60.85 | $0.49 |
| 2012 | +10.55% | +$1055.13 | $307.23 | $61.45 | $0.49 |
| 2011 | +8.75% | +$874.95 | $303.47 | $60.70 | $0.49 |
| 2010 | +51.25% | +$5124.74 | $442.36 | $88.48 | $0.71 |
| 2009 | +1.10% | +$109.73 | $416.29 | $83.25 | $0.67 |
| 2008 | -27.74% | $2774.43 | $291.76 | $58.35 | $0.46 |
| 2007 | +3.43% | +$343.21 | $294.82 | $58.96 | $0.48 |
| 2006 | -15.41% | $1541.34 | $243.91 | $48.78 | $0.38 |
| 2005 | -18.18% | $1817.78 | $445.63 | $89.13 | $0.71 |
| 2004 | +19.59% | +$1958.57 | $216.03 | $43.20 | $0.34 |
| 2003 | +73.31% | +$7330.91 | $327.64 | $65.53 | $0.52 |
| 2002 partial | +10.53% (+19.12% ann.) | +$1053.19 | $164.17 | $32.83 | $0.26 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bust / post-bubble disinflation scare partial | June 5, 2002 – October 9, 2002 | +6.13% | +18.82% | +$612.81 | $80.00 | $16.00 | $0.13 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +75.29% | +11.89% | +$7529.23 | $2532.58 | $506.51 | $4.02 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -34.48% | -25.86% | $3447.53 | $397.87 | $79.57 | $0.63 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +71.25% | +17.28% | +$7125.28 | $1459.96 | $292.00 | $2.34 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +96.49% | +9.34% | +$9648.72 | $3407.24 | $681.46 | $5.45 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -24.86% | -96.17% | $2486.18 | $75.50 | $15.10 | $0.12 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | -0.98% | -1.57% | $97.74 | $187.57 | $37.51 | $0.30 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +24.31% | +22.93% | +$2431.36 | $469.27 | $93.85 | $0.75 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +17.94% | +19.14% | +$1793.54 | $250.56 | $50.11 | $0.40 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -12.68% | -7.05% | $1267.95 | $620.11 | $124.02 | $0.99 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +27.56% | +15.34% | +$2755.98 | $928.38 | $185.68 | $1.48 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2002-07-29 | $0.1467 | 0.80% |
| 2002-10-29 | $0.1533 | 0.81% |
| 2003-01-29 | $0.1600 | 0.80% |
| 2003-04-28 | $0.1600 | 0.63% |
| 2003-07-29 | $0.1600 | 0.50% |
| 2003-10-29 | $0.1700 | 0.53% |
| 2004-01-28 | $0.1800 | 0.52% |
| 2004-04-28 | $0.1800 | 0.47% |
| 2004-07-28 | $0.1800 | 0.52% |
| 2004-10-27 | $0.1900 | 0.54% |
| 2005-01-26 | $0.1900 | 0.50% |
| 2005-04-13 | $1.0000 | 2.96% |
| 2005-04-27 | $0.1900 | 0.57% |
| 2005-07-27 | $0.1900 | 0.59% |
| 2005-10-26 | $0.1900 | 0.60% |
| 2006-01-27 | $0.1900 | 0.61% |
| 2006-04-26 | $0.1900 | 0.66% |
| 2006-07-27 | $0.1900 | 0.68% |
| 2006-10-27 | $0.1900 | 0.69% |
| 2007-01-29 | $0.1900 | 0.75% |
| 2007-04-26 | $0.1900 | 0.68% |
| 2007-08-01 | $0.1900 | 0.65% |
| 2007-10-29 | $0.1900 | 0.68% |
| 2008-01-29 | $0.1900 | 0.80% |
| 2008-04-28 | $0.1900 | 0.81% |
| 2008-07-29 | $0.1900 | 0.85% |
| 2008-10-29 | $0.1900 | 0.99% |
| 2009-01-28 | $0.1900 | 1.13% |
| 2009-04-28 | $0.1900 | 1.10% |
| 2009-07-29 | $0.1900 | 1.13% |
| 2009-10-28 | $0.1900 | 1.13% |
| 2010-01-27 | $0.1900 | 0.99% |
| 2010-04-28 | $0.2000 | 0.77% |
| 2010-07-28 | $0.2000 | 0.77% |
| 2010-10-27 | $0.2000 | 0.74% |
| 2011-01-27 | $0.2000 | 0.74% |
| 2011-04-27 | $0.2000 | 0.76% |
| 2011-07-27 | $0.2000 | 0.72% |
| 2011-10-27 | $0.2000 | 0.73% |
| 2012-01-27 | $0.2100 | 0.76% |
| 2012-04-26 | $0.2100 | 0.71% |
| 2012-07-27 | $0.2200 | 0.76% |
| 2012-10-31 | $0.2200 | 0.73% |
| 2013-01-29 | $0.2300 | 0.75% |
| 2013-04-26 | $0.2300 | 0.68% |
| 2013-07-29 | $0.2300 | 0.68% |
| 2013-10-29 | $0.2300 | 0.64% |
| 2014-02-26 | $0.3100 | 0.79% |
| 2014-05-28 | $0.3100 | 0.63% |
| 2014-08-27 | $0.3100 | 0.62% |
| 2014-11-25 | $0.3100 | 0.64% |
| 2015-02-25 | $0.3100 | 0.74% |
| 2015-05-27 | $0.3100 | 0.81% |
| 2015-08-27 | $0.3100 | 0.88% |
| 2015-11-25 | $0.3100 | 0.78% |
| 2016-02-25 | $0.3100 | 0.87% |
| 2016-05-26 | $0.3100 | 0.83% |
| 2016-08-29 | $0.3100 | 0.79% |
| 2016-11-28 | $0.3100 | 0.70% |
| 2017-02-24 | $0.3100 | 0.70% |
| 2017-05-26 | $0.3100 | 0.77% |
| 2017-08-29 | $0.3200 | 0.77% |
| 2017-11-29 | $0.3200 | 0.66% |
| 2018-02-27 | $0.3200 | 0.75% |
| 2018-05-30 | $0.3300 | 0.68% |
| 2018-08-30 | $0.3300 | 0.72% |
| 2018-11-29 | $0.3300 | 0.77% |
| 2019-02-27 | $0.3400 | 0.79% |
| 2019-05-30 | $0.3400 | 0.78% |
| 2019-08-29 | $0.3400 | 0.77% |
| 2019-11-27 | $0.3500 | 0.71% |
| 2020-02-27 | $0.3600 | 0.76% |
| 2020-05-28 | $0.3600 | 0.99% |
| 2020-08-28 | $0.3600 | 0.95% |
| 2020-11-27 | $0.3600 | 0.90% |
| 2021-02-25 | $0.3700 | 0.88% |
| 2021-05-27 | $0.3700 | 0.85% |
| 2021-08-30 | $0.3800 | 0.81% |
| 2021-11-29 | $0.3800 | 0.78% |
| 2022-02-25 | $0.3900 | 0.81% |
| 2022-05-27 | $0.3900 | 0.74% |
| 2022-08-30 | $0.4000 | 0.78% |
| 2022-11-29 | $0.4000 | 0.74% |
| 2023-02-27 | $0.4100 | 0.82% |
| 2023-05-30 | $0.4100 | 1.00% |
| 2023-08-30 | $0.4100 | 0.89% |
| 2023-11-29 | $0.4100 | 0.97% |
| 2024-02-28 | $0.4100 | 1.01% |
| 2024-05-31 | $0.4100 | 1.04% |
| 2024-08-30 | $0.6180 | 1.29% |
| 2024-11-29 | $0.6180 | 1.09% |
| 2025-02-28 | $0.6180 | 1.27% |
| 2025-05-30 | $0.6180 | 1.26% |
| 2025-08-29 | $0.6180 | 1.16% |
| 2025-11-28 | $0.6180 | 1.25% |
| 2026-02-27 | $0.6250 | 1.11% |
| 2026-05-29 | $0.6250 | 1.04% |
| Total | 97 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 |
|---|---|---|---|---|
| 2021-08-30 | $86.46 | $17.29 | $0.14 | 1.4926 |
| 2021-11-29 | $87.03 | $17.40 | $0.14 | 1.4380 |
| 2022-02-25 | $89.88 | $17.98 | $0.14 | 1.4681 |
| 2022-05-27 | $90.45 | $18.09 | $0.14 | 1.3616 |
| 2022-08-30 | $93.32 | $18.66 | $0.15 | 1.4955 |
| 2022-11-29 | $93.92 | $18.78 | $0.15 | 1.3827 |
| 2023-02-27 | $96.83 | $19.37 | $0.16 | 1.5465 |
| 2023-05-30 | $97.46 | $19.49 | $0.16 | 1.9280 |
| 2023-08-30 | $98.25 | $19.65 | $0.16 | 1.7605 |
| 2023-11-29 | $98.97 | $19.79 | $0.16 | 1.8467 |
| 2024-02-28 | $99.73 | $19.95 | $0.16 | 2.0512 |
| 2024-05-31 | $100.57 | $20.12 | $0.16 | 2.0595 |
| 2024-08-30 | $152.87 | $30.57 | $0.25 | 2.5636 |
| 2024-11-29 | $154.46 | $30.89 | $0.25 | 2.2344 |
| 2025-02-28 | $155.83 | $31.17 | $0.25 | 2.5480 |
| 2025-05-30 | $157.41 | $31.48 | $0.25 | 2.6150 |
| 2025-08-29 | $159.03 | $31.81 | $0.25 | 2.4226 |
| 2025-11-28 | $160.52 | $32.10 | $0.26 | 2.6268 |
| 2026-02-27 | $163.98 | $32.80 | $0.26 | 2.4426 |
| 2026-05-29 | $165.51 | $33.10 | $0.26 | 2.2242 |
| Total | $2402.49 | $480.50 | $3.84 | 39.5078 |
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.