SB Financial Group, Inc. (SBFG) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$12,691
Total Return
26.91%
CAGR
4.88%
Dividends
$1,525.70
Yield on Cost
15.26%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.81% |
| Median | +0.22% |
| Best | +36.18% |
| Worst | -24.08% |
| % of Windows Positive | 51.7% |
1-Year (252 Trading Days)
| Average | +8.51% |
| Median | +2.30% |
| Best | +68.27% |
| Worst | -33.85% |
| % of Windows Positive | 56.2% |
3-Year (756 Trading Days)
| Average | +25.99% |
| Median | +23.88% |
| Best | +96.89% |
| Worst | -21.30% |
| % of Windows Positive | 89.8% |
Risk Metrics
| Maximum Drawdown | -41.12% |
| Average Drawdown | -16.38% |
| Drawdown Duration | 627 Trading Days |
| Sortino Ratio | 0.45 |
| Calmar Ratio | 0.12 |
| CVaR (5%) | -4.24% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -4.46% (-10.26% ann.) | $446.16 | $141.87 | $28.37 | $0.22 |
| 2025 | +8.97% | +$897.21 | $289.36 | $57.87 | $0.46 |
| 2024 | +40.17% | +$4016.62 | $368.99 | $73.80 | $0.59 |
| 2023 | -6.67% | $666.80 | $310.14 | $62.03 | $0.50 |
| 2022 | -7.53% | $753.21 | $258.22 | $51.65 | $0.42 |
| 2021 | +9.68% | +$967.66 | $242.45 | $48.49 | $0.38 |
| 2020 | -5.23% | $523.14 | $204.63 | $40.93 | $0.33 |
| 2019 | +21.68% | +$2168.28 | $220.17 | $44.03 | $0.35 |
| 2018 | -9.82% | $981.99 | $173.95 | $34.79 | $0.28 |
| 2017 | +16.68% | +$1667.67 | $175.28 | $35.06 | $0.28 |
| 2016 | +46.57% | +$4656.94 | $216.92 | $43.38 | $0.35 |
| 2015 | +20.31% | +$2030.50 | $214.00 | $42.81 | $0.34 |
| 2014 | +21.10% | +$2109.63 | $204.21 | $40.84 | $0.33 |
| 2013 | +22.43% | +$2242.66 | $185.09 | $37.02 | $0.30 |
| 2012 | +147.53% | +$14752.81 | $0.00 | $0.00 | $0.00 |
| 2011 | -33.75% | $3375.31 | $0.00 | $0.00 | $0.00 |
| 2010 | -41.96% | $4195.90 | $0.00 | $0.00 | $0.00 |
| 2009 | -6.64% | $664.38 | $480.02 | $96.00 | $0.79 |
| 2008 | -37.39% | $3738.51 | $274.86 | $54.97 | $0.43 |
| 2007 | +17.95% | +$1794.77 | $242.99 | $48.60 | $0.40 |
| 2006 | -7.28% | $728.15 | $179.19 | $35.83 | $0.31 |
| 2005 | -14.24% | $1423.83 | $144.50 | $28.90 | $0.22 |
| 2004 | +0.36% | +$36.10 | $0.00 | $0.00 | $0.00 |
| 2003 | +49.25% | +$4924.56 | $0.00 | $0.00 | $0.00 |
| 2002 | -31.09% | $3108.98 | $190.81 | $38.16 | $0.30 |
| 2001 | +19.45% | +$1945.08 | $215.88 | $43.17 | $0.35 |
| 2000 | -8.88% | $887.62 | $93.33 | $18.67 | $0.15 |
| 1999 partial | -15.63% (-15.79% ann.) | $1562.50 | $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 | January 4, 1999 – March 10, 2000 | -15.63% | -13.41% | $1562.50 | $0.00 | $0.00 | $0.00 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | -19.01% | -7.87% | $1901.14 | $497.74 | $99.54 | $0.81 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +29.64% | +5.33% | +$2963.80 | $606.66 | $121.33 | $0.99 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -34.00% | -25.48% | $3399.84 | $404.33 | $80.85 | $0.64 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +0.63% | +0.19% | +$62.65 | $362.72 | $72.54 | $0.59 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +203.93% | +15.82% | +$20393.01 | $2617.69 | $523.55 | $4.20 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -48.66% | -99.95% | $4865.55 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +44.78% | +81.38% | +$4477.99 | $281.93 | $56.39 | $0.46 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +15.60% | +14.75% | +$1560.22 | $266.67 | $53.34 | $0.42 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -4.60% | -4.88% | $460.36 | $273.66 | $54.74 | $0.44 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +17.42% | +9.05% | +$1741.80 | $574.53 | $114.91 | $0.93 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +15.77% | +8.97% | +$1577.40 | $570.34 | $114.07 | $0.91 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2000-12-13 | $0.1143 | 0.98% |
| 2001-06-06 | $0.1143 | 0.92% |
| 2001-12-13 | $0.1238 | 0.96% |
| 2002-03-13 | $0.1238 | 0.99% |
| 2002-06-05 | $0.1238 | 1.00% |
| 2005-02-09 | $0.0476 | 0.35% |
| 2005-05-04 | $0.0476 | 0.36% |
| 2005-08-03 | $0.0476 | 0.38% |
| 2005-11-02 | $0.0476 | 0.40% |
| 2006-02-08 | $0.0476 | 0.39% |
| 2006-05-03 | $0.0476 | 0.40% |
| 2006-08-02 | $0.0476 | 0.42% |
| 2006-11-02 | $0.0571 | 0.54% |
| 2007-02-07 | $0.0571 | 0.54% |
| 2007-05-02 | $0.0571 | 0.49% |
| 2007-08-01 | $0.0667 | 0.55% |
| 2007-10-31 | $0.0667 | 0.55% |
| 2008-02-06 | $0.0762 | 0.72% |
| 2008-04-30 | $0.0762 | 0.78% |
| 2008-08-06 | $0.0857 | 1.00% |
| 2008-10-30 | $0.0857 | 1.12% |
| 2009-02-04 | $0.0857 | 1.11% |
| 2009-04-29 | $0.0857 | 1.05% |
| 2009-08-05 | $0.0857 | 1.17% |
| 2009-11-04 | $0.0857 | 1.20% |
| 2013-03-15 | $0.0238 | 0.27% |
| 2013-05-08 | $0.0286 | 0.36% |
| 2013-07-31 | $0.0286 | 0.38% |
| 2013-10-30 | $0.0333 | 0.44% |
| 2014-02-05 | $0.0333 | 0.40% |
| 2014-05-07 | $0.0381 | 0.49% |
| 2014-08-06 | $0.0381 | 0.47% |
| 2014-11-05 | $0.0429 | 0.51% |
| 2015-02-04 | $0.0429 | 0.47% |
| 2015-05-13 | $0.0476 | 0.46% |
| 2015-08-12 | $0.0476 | 0.45% |
| 2015-11-10 | $0.0524 | 0.51% |
| 2016-02-10 | $0.0524 | 0.55% |
| 2016-05-11 | $0.0571 | 0.57% |
| 2016-08-10 | $0.0571 | 0.52% |
| 2016-11-08 | $0.0619 | 0.51% |
| 2017-02-08 | $0.0619 | 0.36% |
| 2017-05-10 | $0.0667 | 0.41% |
| 2017-08-09 | $0.0667 | 0.42% |
| 2017-11-09 | $0.0714 | 0.43% |
| 2018-02-15 | $0.0714 | 0.41% |
| 2018-05-10 | $0.0762 | 0.42% |
| 2018-08-09 | $0.0762 | 0.40% |
| 2018-11-08 | $0.0810 | 0.47% |
| 2019-02-07 | $0.0810 | 0.46% |
| 2019-05-09 | $0.0857 | 0.50% |
| 2019-08-08 | $0.0857 | 0.56% |
| 2019-11-07 | $0.0905 | 0.55% |
| 2020-02-06 | $0.0905 | 0.48% |
| 2020-05-07 | $0.0952 | 0.65% |
| 2020-08-06 | $0.0952 | 0.76% |
| 2020-11-05 | $0.1000 | 0.68% |
| 2021-02-11 | $0.1000 | 0.57% |
| 2021-05-13 | $0.1048 | 0.61% |
| 2021-08-12 | $0.1048 | 0.61% |
| 2021-11-10 | $0.1095 | 0.60% |
| 2022-02-10 | $0.1150 | 0.58% |
| 2022-05-12 | $0.1200 | 0.67% |
| 2022-08-11 | $0.1200 | 0.70% |
| 2022-11-09 | $0.1250 | 0.75% |
| 2023-02-09 | $0.1250 | 0.75% |
| 2023-05-11 | $0.1300 | 1.07% |
| 2023-08-10 | $0.1300 | 0.93% |
| 2023-11-09 | $0.1350 | 1.02% |
| 2024-02-08 | $0.1350 | 0.87% |
| 2024-05-09 | $0.1400 | 1.02% |
| 2024-08-09 | $0.1400 | 0.88% |
| 2024-11-08 | $0.1450 | 0.77% |
| 2025-02-14 | $0.1450 | 0.61% |
| 2025-05-16 | $0.1500 | 0.75% |
| 2025-08-15 | $0.1500 | 0.70% |
| 2025-11-14 | $0.1550 | 0.73% |
| 2026-02-13 | $0.1550 | 0.73% |
| 2026-05-15 | $0.1600 | 0.73% |
| Total | 79 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 |
|---|---|---|---|---|
| 2021-08-12 | $55.81 | $11.16 | $0.09 | 2.6358 |
| 2021-11-10 | $58.64 | $11.73 | $0.09 | 2.5508 |
| 2022-02-10 | $61.86 | $12.37 | $0.10 | 2.5020 |
| 2022-05-12 | $64.85 | $12.97 | $0.11 | 2.9104 |
| 2022-08-11 | $65.20 | $13.04 | $0.11 | 3.0985 |
| 2022-11-09 | $68.30 | $13.66 | $0.11 | 3.3050 |
| 2023-02-09 | $68.72 | $13.74 | $0.11 | 3.2482 |
| 2023-05-11 | $71.88 | $14.38 | $0.12 | 4.8393 |
| 2023-08-10 | $72.52 | $14.51 | $0.12 | 4.1652 |
| 2023-11-09 | $75.87 | $15.17 | $0.12 | 4.5715 |
| 2024-02-08 | $76.49 | $15.30 | $0.12 | 3.9653 |
| 2024-05-09 | $79.87 | $15.98 | $0.13 | 4.6787 |
| 2024-08-09 | $80.53 | $16.10 | $0.13 | 4.1695 |
| 2024-11-08 | $84.01 | $16.80 | $0.13 | 3.5925 |
| 2025-02-14 | $84.53 | $16.91 | $0.13 | 2.8816 |
| 2025-05-16 | $87.88 | $17.57 | $0.14 | 3.6352 |
| 2025-08-15 | $88.42 | $17.69 | $0.14 | 3.3924 |
| 2025-11-14 | $91.89 | $18.38 | $0.15 | 3.6000 |
| 2026-02-13 | $92.45 | $18.49 | $0.15 | 3.5267 |
| 2026-05-15 | $96.00 | $19.20 | $0.15 | 3.6052 |
| Total | $1525.70 | $305.15 | $2.45 | 70.8739 |
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.