Silvercrest Asset Management Group Inc. (SAMG) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$10,859
Total Return
8.59%
CAGR
1.66%
Dividends
$2,724.68
Yield on Cost
27.25%

Rolling Returns

1-Month (21 Trading Days)
Average+0.46%
Median+0.31%
Best+36.16%
Worst-23.42%
% of Windows Positive51.5%
1-Year (252 Trading Days)
Average+2.69%
Median+2.16%
Best+55.08%
Worst-25.94%
% of Windows Positive53.5%
3-Year (756 Trading Days)
Average+2.88%
Median+1.61%
Best+33.88%
Worst-25.29%
% of Windows Positive53.7%

Risk Metrics

Maximum Drawdown -35.62%
Average Drawdown -18.15%
Drawdown Duration 687 Trading Days (Unrecovered)
Sortino Ratio 0.31
Calmar Ratio 0.05
CVaR (5%) -4.53%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -9.48% (-29.51% ann.) $947.83 $138.25 $27.65 $0.22
2025 -13.90% $1390.22 $452.80 $90.56 $0.72
2024 +12.32% +$1231.99 $465.60 $93.12 $0.75
2023 -6.37% $636.95 $399.07 $79.81 $0.64
2022 +12.69% +$1268.60 $412.35 $82.47 $0.66
2021 +27.78% +$2777.52 $481.20 $96.24 $0.76
2020 +15.59% +$1558.88 $518.75 $103.75 $0.83
2019 -1.47% $147.00 $459.43 $91.89 $0.74
2018 -15.11% $1511.35 $352.67 $70.53 $0.57
2017 +25.55% +$2555.49 $369.00 $73.81 $0.59
2016 +14.16% +$1416.31 $408.80 $81.76 $0.66
2015 -21.65% $2164.51 $310.16 $62.04 $0.50
2014 -6.03% $602.70 $283.84 $56.77 $0.46
2013 partial +45.00% (+106.61% ann.) +$4499.52 $101.44 $20.29 $0.16

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Secular stagnation / QE / low inflation / duration bull partial June 27, 2013 – February 19, 2020 +26.77% +3.63% +$2677.30 $2958.32 $591.69 $4.75
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -40.79% -99.75% $4078.93 $126.18 $25.24 $0.20
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +32.53% +57.33% +$3253.06 $379.08 $75.81 $0.60
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +36.49% +34.33% +$3649.45 $537.50 $107.50 $0.85
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 +12.68% +13.51% +$1267.89 $433.99 $86.79 $0.69
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -2.51% -1.36% $250.89 $842.50 $168.50 $1.35
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 -13.12% -8.58% $1312.21 $757.62 $151.53 $1.21

Dividend History

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

Date Per Share Yield %
2013-12-03 $0.1200 0.75%
2014-03-05 $0.1200 0.67%
2014-06-11 $0.1200 0.65%
2014-09-10 $0.1200 0.75%
2014-12-10 $0.1200 0.86%
2015-03-11 $0.1200 0.88%
2015-06-10 $0.1200 0.93%
2015-09-09 $0.1200 1.05%
2015-12-09 $0.1200 0.98%
2016-03-09 $0.1200 1.12%
2016-06-08 $0.1200 0.99%
2016-09-07 $0.1200 0.96%
2016-12-07 $0.1200 0.90%
2017-03-08 $0.1200 0.86%
2017-06-09 $0.1200 0.90%
2017-09-14 $0.1200 0.92%
2017-12-14 $0.1200 0.79%
2018-03-08 $0.1400 0.88%
2018-06-14 $0.1400 0.85%
2018-09-13 $0.1400 0.93%
2018-12-13 $0.1400 0.98%
2019-03-07 $0.1500 1.01%
2019-06-13 $0.1500 1.13%
2019-09-12 $0.1500 1.15%
2019-12-12 $0.1500 1.18%
2020-03-12 $0.1600 1.65%
2020-06-11 $0.1600 1.22%
2020-09-10 $0.1600 1.33%
2020-12-10 $0.1600 1.11%
2021-03-11 $0.1600 1.03%
2021-06-10 $0.1600 0.98%
2021-09-09 $0.1700 1.05%
2021-12-09 $0.1700 1.03%
2022-03-10 $0.1700 0.96%
2022-06-09 $0.1700 0.87%
2022-09-15 $0.1800 0.99%
2022-12-08 $0.1800 0.99%
2023-03-09 $0.1800 1.03%
2023-06-08 $0.1800 0.86%
2023-09-07 $0.1900 1.00%
2023-12-07 $0.1900 1.17%
2024-03-07 $0.1900 1.12%
2024-06-14 $0.1900 1.23%
2024-09-13 $0.2000 1.24%
2024-12-13 $0.2000 1.05%
2025-03-14 $0.2000 1.19%
2025-06-13 $0.2000 1.32%
2025-09-12 $0.2100 1.29%
2025-12-12 $0.2100 1.36%
2026-03-13 $0.2100 1.45%
Total 50 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
2021-06-10 $106.88 $21.38 $0.17 5.3267
2021-09-09 $114.47 $22.89 $0.18 5.7695
2021-12-09 $115.45 $23.09 $0.19 5.6722
2022-03-10 $116.41 $23.28 $0.19 5.1039
2022-06-09 $117.28 $23.45 $0.19 4.9727
2022-09-15 $125.07 $25.02 $0.20 5.4988
2022-12-08 $126.06 $25.21 $0.20 5.5180
2023-03-09 $127.05 $25.41 $0.21 5.9149
2023-06-08 $128.12 $25.62 $0.21 5.0291
2023-09-07 $136.19 $27.24 $0.22 6.1958
2023-12-07 $137.37 $27.47 $0.22 6.7122
2024-03-07 $138.65 $27.73 $0.22 6.6764
2024-06-14 $139.92 $27.98 $0.22 7.5174
2024-09-13 $148.78 $29.75 $0.24 7.2653
2024-12-13 $150.24 $30.05 $0.24 6.4907
2025-03-14 $151.54 $30.31 $0.24 7.1758
2025-06-13 $152.97 $30.59 $0.24 8.3025
2025-09-12 $162.36 $32.47 $0.26 7.9968
2025-12-12 $164.04 $32.81 $0.26 8.6164
2026-03-13 $165.85 $33.17 $0.27 9.3118
Total $2724.68 $544.93 $4.35 131.0669

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.

AWR

CAGR 9.20% Total 10650.91% Final $1,075,091
1973-02-21 — 2026-04-14
HNVR

CAGR 3.22% Total 13.26% Final $11,326
2022-05-11 — 2026-04-14
RLGT

CAGR 13.39% Total 1052.86% Final $115,286
2006-11-01 — 2026-04-14