Safe Bulkers, Inc. (SB) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$20,636
Total Return
106.36%
CAGR
15.59%
Dividends
$2,356.13
Yield on Cost
23.56%

Rolling Returns

1-Month (21 Trading Days)
Average+1.85%
Median+2.41%
Best+49.43%
Worst-33.14%
% of Windows Positive58.2%
1-Year (252 Trading Days)
Average+16.11%
Median+4.50%
Best+119.94%
Worst-50.93%
% of Windows Positive53.9%
3-Year (756 Trading Days)
Average+48.82%
Median+44.84%
Best+138.91%
Worst-27.55%
% of Windows Positive85.0%

Risk Metrics

Maximum Drawdown -52.88%
Average Drawdown -24.62%
Drawdown Duration 609 Trading Days
Sortino Ratio 0.82
Calmar Ratio 0.29
CVaR (5%) -5.83%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +35.04% (+103.89% ann.) +$3503.69 $103.74 $20.75 $0.18
2025 +39.22% +$3921.67 $424.71 $84.92 $0.65
2024 -5.99% $599.29 $515.07 $103.04 $0.81
2023 +41.32% +$4131.68 $699.05 $139.85 $1.14
2022 -19.56% $1956.22 $537.66 $107.53 $0.89
2021 +190.00% +$18999.98 $0.00 $0.00 $0.00
2020 -23.53% $2352.94 $0.00 $0.00 $0.00
2019 -4.49% $449.45 $0.00 $0.00 $0.00
2018 -44.89% $4489.16 $0.00 $0.00 $0.00
2017 +180.87% +$18086.98 $0.00 $0.00 $0.00
2016 +41.97% +$4197.44 $0.00 $0.00 $0.00
2015 -79.09% $7908.72 $102.62 $20.52 $0.16
2014 -61.57% $6157.46 $212.96 $42.59 $0.36
2013 +218.88% +$21888.13 $633.33 $126.64 $0.98
2012 -40.15% $4014.83 $852.11 $170.42 $1.36
2011 -27.94% $2793.96 $692.10 $138.42 $1.10
2010 +7.49% +$749.40 $700.80 $140.16 $1.13
2009 +40.41% +$4040.92 $926.13 $185.20 $1.48
2008 partial -60.78% (-79.61% ann.) $6078.32 $330.12 $66.02 $0.52

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
GFC / deleveraging / dollar shortage partial May 30, 2008 – March 9, 2009 -80.01% -87.48% $8001.03 $418.18 $83.63 $0.66
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +123.17% +26.85% +$12317.04 $6511.91 $1302.35 $10.38
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 -74.30% -16.44% $7430.36 $1171.03 $234.18 $1.89
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -26.24% -96.90% $2624.17 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 -20.87% -31.38% $2086.91 $0.00 $0.00 $0.00
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +279.00% +253.96% +$27899.95 $0.00 $0.00 $0.00
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -24.17% -25.45% $2416.75 $417.92 $83.60 $0.68
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +86.07% +39.80% +$8606.88 $1493.09 $298.67 $2.42
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – June 3, 2026 +41.60% +22.62% +$4160.01 $533.07 $106.61 $0.83

Dividend History

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

Date Per Share Yield %
2008-08-20 $0.1460 0.80%
2008-11-19 $0.4750 9.63%
2009-02-18 $0.1500 2.72%
2009-05-20 $0.1500 1.99%
2009-08-19 $0.1500 1.84%
2009-11-18 $0.1500 1.66%
2010-02-17 $0.1500 1.84%
2010-05-19 $0.1500 1.91%
2010-08-18 $0.1500 1.89%
2010-11-17 $0.1500 1.85%
2011-02-16 $0.1500 1.60%
2011-05-18 $0.1500 1.88%
2011-08-22 $0.1500 2.13%
2011-11-21 $0.1500 2.21%
2012-02-22 $0.1500 1.97%
2012-05-21 $0.1500 2.32%
2012-08-22 $0.1500 2.31%
2012-11-21 $0.0500 1.47%
2013-02-28 $0.0500 1.27%
2013-05-22 $0.0500 0.90%
2013-08-29 $0.0500 0.76%
2013-11-20 $0.0600 0.79%
2014-03-06 $0.0600 0.56%
2014-06-06 $0.0600 0.70%
2014-08-15 $0.0600 0.75%
2014-11-19 $0.0400 0.72%
2015-03-06 $0.0200 0.54%
2015-06-17 $0.0100 0.32%
2015-08-14 $0.0100 0.32%
2022-03-18 $0.0500 1.12%
2022-06-07 $0.0500 0.99%
2022-08-19 $0.0500 1.34%
2022-11-25 $0.0500 1.72%
2023-02-28 $0.0500 1.33%
2023-05-25 $0.0500 1.40%
2023-08-17 $0.0500 1.52%
2023-11-24 $0.0500 1.39%
2024-02-29 $0.0500 1.09%
2024-05-16 $0.0500 0.92%
2024-08-21 $0.0500 1.00%
2024-12-02 $0.0500 1.29%
2025-03-03 $0.0500 1.34%
2025-06-06 $0.0500 1.30%
2025-08-21 $0.0500 1.20%
2026-03-02 $0.0500 0.76%
Total 45 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
2022-03-18 $136.24 $27.26 $0.20 24.1720
2022-06-07 $137.45 $27.50 $0.24 21.7736
2022-08-19 $138.53 $27.70 $0.24 30.7245
2022-11-25 $140.09 $28.00 $0.24 38.0390
2023-02-28 $141.98 $28.41 $0.24 30.2275
2023-05-25 $143.49 $28.71 $0.24 34.0952
2023-08-17 $145.18 $29.05 $0.24 35.7780
2023-11-24 $146.97 $29.39 $0.24 31.6305
2024-02-29 $148.55 $29.72 $0.24 25.5629
2024-05-16 $149.84 $29.96 $0.24 21.4395
2024-08-21 $150.92 $30.20 $0.24 24.2920
2024-12-02 $152.13 $30.43 $0.24 32.3026
2025-03-03 $153.75 $30.74 $0.24 33.2649
2025-06-06 $155.40 $31.07 $0.24 32.7376
2025-08-21 $157.06 $31.41 $0.24 29.7114
2026-03-02 $158.54 $31.72 $0.27 19.0042
Total $2356.13 $471.27 $3.78 464.7552

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.

RWAY

CAGR -4.27% Total -18.24% Final $8,176
2021-10-21 — 2026-06-03
BELFB

CAGR 13.85% Total 3629.82% Final $372,982
1998-07-10 — 2026-06-03
IDYA

CAGR 14.16% Total 153.80% Final $25,380
2019-05-23 — 2026-06-03