Southside Bancshares, Inc. (SBSI) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$10,093
Total Return
0.93%
CAGR
0.18%
Dividends
$1,977.49
Yield on Cost
19.77%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.15% |
| Median | -0.92% |
| Best | +32.70% |
| Worst | -19.67% |
| % of Windows Positive | 45.4% |
1-Year (252 Trading Days)
| Average | -2.79% |
| Median | -3.81% |
| Best | +39.90% |
| Worst | -30.56% |
| % of Windows Positive | 43.1% |
3-Year (756 Trading Days)
| Average | -11.90% |
| Median | -11.52% |
| Best | +14.75% |
| Worst | -33.52% |
| % of Windows Positive | 13.0% |
Risk Metrics
| Maximum Drawdown | -39.93% |
| Average Drawdown | -19.98% |
| Drawdown Duration | 1106 Trading Days (Unrecovered) |
| Sortino Ratio | 0.22 |
| Calmar Ratio | 0.00 |
| CVaR (5%) | -3.66% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +9.68% (+38.34% ann.) | +$968.21 | $118.46 | $23.69 | $0.19 |
| 2025 | -0.49% | $48.69 | $460.04 | $92.01 | $0.74 |
| 2024 | +5.26% | +$525.79 | $466.64 | $93.33 | $0.75 |
| 2023 | -9.74% | $974.11 | $399.64 | $79.93 | $0.64 |
| 2022 | -11.47% | $1147.26 | $338.20 | $67.64 | $0.54 |
| 2021 | +38.58% | +$3857.93 | $446.43 | $89.29 | $0.71 |
| 2020 | -13.56% | $1356.14 | $354.43 | $70.89 | $0.57 |
| 2019 | +20.44% | +$2043.89 | $401.22 | $80.24 | $0.64 |
| 2018 | -3.06% | $306.09 | $360.00 | $72.00 | $0.58 |
| 2017 | -6.06% | $605.79 | $301.24 | $60.25 | $0.48 |
| 2016 | +61.15% | +$6114.76 | $425.36 | $85.07 | $0.68 |
| 2015 | -10.24% | $1023.77 | $363.02 | $72.60 | $0.58 |
| 2014 | +13.91% | +$1391.47 | $368.59 | $73.72 | $0.59 |
| 2013 | +40.50% | +$4049.52 | $454.45 | $90.89 | $0.73 |
| 2012 | +7.21% | +$721.35 | $637.57 | $127.51 | $1.02 |
| 2011 | +6.44% | +$644.20 | $432.41 | $86.48 | $0.69 |
| 2010 | +16.66% | +$1665.68 | $456.24 | $91.24 | $0.73 |
| 2009 | -9.75% | $974.84 | $336.12 | $67.22 | $0.53 |
| 2008 | +17.42% | +$1742.40 | $295.72 | $59.14 | $0.47 |
| 2007 | -14.89% | $1489.40 | $203.31 | $40.66 | $0.33 |
| 2006 | +36.02% | +$3601.66 | $245.98 | $49.20 | $0.40 |
| 2005 | -5.91% | $590.80 | $161.52 | $32.30 | $0.26 |
| 2004 | +31.92% | +$3191.59 | $234.57 | $46.92 | $0.38 |
| 2003 | +33.37% | +$3336.57 | $251.42 | $50.28 | $0.40 |
| 2002 | +26.12% | +$2612.47 | $271.52 | $54.29 | $0.44 |
| 2001 | +58.57% | +$5857.15 | $376.08 | $75.23 | $0.60 |
| 2000 | -1.39% | $139.45 | $249.25 | $49.84 | $0.41 |
| 1999 | +1.26% | +$125.78 | $203.74 | $40.75 | $0.32 |
| 1998 partial | -22.13% (-32.55% ann.) | $2212.74 | $75.43 | $15.09 | $0.12 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania partial | May 13, 1998 – March 10, 2000 | -25.60% | -14.95% | $2560.26 | $276.71 | $55.34 | $0.44 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +100.80% | +31.11% | +$10080.35 | $929.63 | $185.91 | $1.50 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +129.79% | +18.12% | +$12979.41 | $1732.08 | $346.42 | $2.78 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -39.59% | -30.01% | $3959.35 | $378.21 | $75.64 | $0.61 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +84.52% | +19.90% | +$8452.32 | $2155.73 | $431.14 | $3.45 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +137.60% | +12.12% | +$13760.29 | $4859.25 | $971.84 | $7.77 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -26.01% | -96.79% | $2600.67 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | -7.95% | -12.48% | $794.92 | $212.93 | $42.59 | $0.34 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +46.85% | +43.99% | +$4685.24 | $602.88 | $120.58 | $0.96 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -12.26% | -12.97% | $1226.21 | $251.95 | $50.39 | $0.40 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +0.95% | +0.51% | +$95.05 | $821.98 | $164.40 | $1.32 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +2.58% | +1.64% | +$258.37 | $648.83 | $129.76 | $1.04 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1998-09-10 | $0.0223 | 0.50% |
| 1998-11-27 | $0.0223 | 0.48% |
| 1999-03-18 | $0.0223 | 0.52% |
| 1999-06-11 | $0.0223 | 0.54% |
| 1999-09-10 | $0.0234 | 0.50% |
| 1999-12-02 | $0.0247 | 0.53% |
| 2000-03-09 | $0.0247 | 0.58% |
| 2000-06-13 | $0.0247 | 0.56% |
| 2000-08-31 | $0.0247 | 0.62% |
| 2000-11-30 | $0.0388 | 0.94% |
| 2001-03-16 | $0.0311 | 0.63% |
| 2001-06-07 | $0.0311 | 0.60% |
| 2001-08-29 | $0.0311 | 0.48% |
| 2001-09-17 | $0.0326 | 0.49% |
| 2001-11-29 | $0.0381 | 0.57% |
| 2002-03-01 | $0.0381 | 0.52% |
| 2002-06-03 | $0.0489 | 0.56% |
| 2002-08-30 | $0.0400 | 0.46% |
| 2002-11-29 | $0.0571 | 0.69% |
| 2003-03-03 | $0.0457 | 0.46% |
| 2003-06-02 | $0.0457 | 0.46% |
| 2003-09-02 | $0.0600 | 0.59% |
| 2003-12-01 | $0.0600 | 0.58% |
| 2004-03-02 | $0.0600 | 0.52% |
| 2004-06-01 | $0.0600 | 0.55% |
| 2004-08-31 | $0.0630 | 0.51% |
| 2004-11-30 | $0.0755 | 0.47% |
| 2005-05-31 | $0.0727 | 0.56% |
| 2005-08-30 | $0.0727 | 0.55% |
| 2005-11-29 | $0.0859 | 0.65% |
| 2006-03-07 | $0.0763 | 0.57% |
| 2006-05-30 | $0.0763 | 0.55% |
| 2006-08-29 | $0.0763 | 0.44% |
| 2006-11-28 | $0.0972 | 0.55% |
| 2007-03-13 | $0.0763 | 0.47% |
| 2007-05-29 | $0.0874 | 0.56% |
| 2007-08-28 | $0.0874 | 0.52% |
| 2007-11-27 | $0.1093 | 0.80% |
| 2008-03-04 | $0.0874 | 0.57% |
| 2008-05-27 | $0.0947 | 0.60% |
| 2008-08-26 | $0.1166 | 0.74% |
| 2008-11-24 | $0.1385 | 0.90% |
| 2009-03-03 | $0.0947 | 0.80% |
| 2009-05-26 | $0.1071 | 0.65% |
| 2009-08-25 | $0.1071 | 0.61% |
| 2009-11-23 | $0.2602 | 1.61% |
| 2010-03-02 | $0.1301 | 0.84% |
| 2010-05-25 | $0.1366 | 0.86% |
| 2010-08-24 | $0.1366 | 0.94% |
| 2010-11-22 | $0.2732 | 1.66% |
| 2011-03-01 | $0.1366 | 0.75% |
| 2011-05-24 | $0.1366 | 0.85% |
| 2011-08-23 | $0.1446 | 0.93% |
| 2011-11-21 | $0.3053 | 1.83% |
| 2012-02-28 | $0.1446 | 0.83% |
| 2012-04-16 | $0.1603 | 0.94% |
| 2012-05-22 | $0.1687 | 0.94% |
| 2012-08-21 | $0.1687 | 0.89% |
| 2012-11-19 | $0.4471 | 2.51% |
| 2013-02-26 | $0.1687 | 0.93% |
| 2013-05-21 | $0.1772 | 0.90% |
| 2013-08-20 | $0.1772 | 0.80% |
| 2013-11-19 | $0.2746 | 1.15% |
| 2014-02-25 | $0.1860 | 0.71% |
| 2014-05-20 | $0.1953 | 0.79% |
| 2014-08-19 | $0.2046 | 0.72% |
| 2014-11-18 | $0.2976 | 0.94% |
| 2015-02-24 | $0.2139 | 0.78% |
| 2015-05-19 | $0.2246 | 0.83% |
| 2015-08-18 | $0.2246 | 0.82% |
| 2015-11-17 | $0.3027 | 1.12% |
| 2016-02-23 | $0.2246 | 0.98% |
| 2016-05-17 | $0.2344 | 0.81% |
| 2016-08-16 | $0.2344 | 0.77% |
| 2016-11-15 | $0.2930 | 0.79% |
| 2017-02-21 | $0.2441 | 0.70% |
| 2017-05-16 | $0.2734 | 0.81% |
| 2017-08-15 | $0.2800 | 0.83% |
| 2017-11-15 | $0.3000 | 0.87% |
| 2018-02-21 | $0.2800 | 0.81% |
| 2018-05-23 | $0.3000 | 0.87% |
| 2018-08-22 | $0.3000 | 0.82% |
| 2018-11-20 | $0.3200 | 0.95% |
| 2019-02-20 | $0.3000 | 0.86% |
| 2019-05-22 | $0.3100 | 0.89% |
| 2019-08-21 | $0.3100 | 0.93% |
| 2019-11-26 | $0.3400 | 0.96% |
| 2020-02-19 | $0.3100 | 0.86% |
| 2020-05-20 | $0.3100 | 1.18% |
| 2020-08-19 | $0.3100 | 1.09% |
| 2020-11-24 | $0.3700 | 1.19% |
| 2021-02-17 | $0.3200 | 0.92% |
| 2021-05-19 | $0.3300 | 0.78% |
| 2021-08-18 | $0.3300 | 0.89% |
| 2021-11-23 | $0.3900 | 0.89% |
| 2022-02-16 | $0.3400 | 0.79% |
| 2022-05-18 | $0.3400 | 0.86% |
| 2022-08-17 | $0.3400 | 0.82% |
| 2022-11-22 | $0.3800 | 1.05% |
| 2023-02-15 | $0.3500 | 0.90% |
| 2023-05-22 | $0.3500 | 1.28% |
| 2023-08-16 | $0.3500 | 1.10% |
| 2023-11-21 | $0.3700 | 1.27% |
| 2024-02-14 | $0.3600 | 1.22% |
| 2024-05-22 | $0.3600 | 1.29% |
| 2024-08-22 | $0.3600 | 1.11% |
| 2024-11-21 | $0.3600 | 1.03% |
| 2025-02-20 | $0.3600 | 1.15% |
| 2025-05-22 | $0.3600 | 1.26% |
| 2025-08-21 | $0.3600 | 1.19% |
| 2025-11-20 | $0.3600 | 1.26% |
| 2026-02-19 | $0.3600 | 1.09% |
| Total | 112 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 |
|---|---|---|---|---|
| 2021-05-19 | $85.01 | $17.00 | $0.14 | 1.6121 |
| 2021-08-18 | $85.54 | $17.11 | $0.14 | 1.8558 |
| 2021-11-23 | $101.82 | $20.36 | $0.16 | 1.8304 |
| 2022-02-16 | $89.38 | $17.88 | $0.14 | 1.6698 |
| 2022-05-18 | $89.95 | $17.99 | $0.14 | 1.8481 |
| 2022-08-17 | $90.58 | $18.12 | $0.15 | 1.7566 |
| 2022-11-22 | $101.91 | $20.38 | $0.16 | 2.2651 |
| 2023-02-15 | $94.65 | $18.93 | $0.15 | 1.9402 |
| 2023-05-22 | $95.33 | $19.07 | $0.15 | 2.7106 |
| 2023-08-16 | $96.28 | $19.26 | $0.15 | 2.4845 |
| 2023-11-21 | $102.70 | $20.54 | $0.16 | 2.9170 |
| 2024-02-14 | $100.98 | $20.20 | $0.16 | 2.7515 |
| 2024-05-22 | $101.97 | $20.39 | $0.16 | 2.9864 |
| 2024-08-22 | $103.04 | $20.61 | $0.17 | 2.5470 |
| 2024-11-21 | $103.96 | $20.79 | $0.17 | 2.3728 |
| 2025-02-20 | $104.81 | $20.96 | $0.17 | 2.7214 |
| 2025-05-22 | $105.79 | $21.16 | $0.17 | 3.0037 |
| 2025-08-21 | $106.87 | $21.37 | $0.17 | 2.8720 |
| 2025-11-20 | $107.91 | $21.58 | $0.17 | 3.0465 |
| 2026-02-19 | $109.00 | $21.80 | $0.17 | 2.6795 |
| Total | $1977.49 | $395.50 | $3.16 | 47.8711 |
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.