Sound Financial Bancorp, Inc. (SFBC) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$11,625
Total Return
16.25%
CAGR
3.06%
Dividends
$932.86
Yield on Cost
9.33%

Rolling Returns

1-Month (21 Trading Days)
Average+0.39%
Median-0.41%
Best+30.38%
Worst-14.17%
% of Windows Positive45.9%
1-Year (252 Trading Days)
Average+4.94%
Median-0.93%
Best+54.42%
Worst-21.00%
% of Windows Positive44.6%
3-Year (756 Trading Days)
Average+21.03%
Median+23.09%
Best+45.43%
Worst-7.20%
% of Windows Positive93.2%

Risk Metrics

Maximum Drawdown -27.43%
Average Drawdown -12.82%
Drawdown Duration 725 Trading Days
Sortino Ratio 0.38
Calmar Ratio 0.11
CVaR (5%) -3.27%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +3.97% (+14.65% ann.) +$396.95 $48.13 $9.63 $0.08
2025 -16.08% $1608.07 $145.01 $29.00 $0.23
2024 +36.89% +$3688.61 $195.98 $39.20 $0.31
2023 +0.91% +$90.60 $189.54 $37.91 $0.30
2022 -9.35% $934.83 $178.27 $35.65 $0.28
2021 +40.81% +$4080.95 $247.22 $49.44 $0.40
2020 -9.94% $993.91 $223.77 $44.75 $0.36
2019 +12.05% +$1204.85 $172.89 $34.58 $0.28
2018 -3.21% $320.92 $159.42 $31.88 $0.25
2017 +23.33% +$2333.44 $215.39 $43.08 $0.34
2016 +24.93% +$2493.12 $133.03 $26.61 $0.21
2015 +21.21% +$2121.13 $122.44 $24.49 $0.19
2014 +12.56% +$1255.93 $118.76 $23.75 $0.18
2013 +63.84% +$6384.34 $144.66 $28.93 $0.23
2012 +38.67% +$3866.66 $0.00 $0.00 $0.00
2011 +56.25% +$5624.99 $0.00 $0.00 $0.00
2010 +9.53% +$952.86 $45.46 $9.10 $0.08
2009 -37.26% $3726.05 $169.40 $33.87 $0.27
2008 partial -19.96% (-20.37% ann.) $1995.76 $133.81 $26.76 $0.21

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
GFC / deleveraging / dollar shortage partial January 9, 2008 – March 9, 2009 -33.37% -29.46% $3337.22 $178.78 $35.75 $0.28
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +56.51% +14.19% +$5650.67 $170.27 $34.05 $0.29
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +344.88% +21.80% +$34487.67 $3374.41 $674.88 $5.35
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -49.67% -99.96% $4966.66 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +61.33% +115.88% +$6132.77 $162.99 $32.60 $0.26
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +42.55% +39.98% +$4254.52 $316.07 $63.21 $0.51
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -2.62% -2.78% $261.77 $189.15 $37.83 $0.30
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +37.09% +18.55% +$3708.70 $327.34 $65.47 $0.52
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 -12.61% -8.23% $1260.72 $221.75 $44.35 $0.36

Dividend History

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

Date Per Share Yield %
2008-07-23 $0.0400 0.46%
2008-09-11 $0.0400 0.46%
2008-11-26 $0.0400 0.56%
2009-02-06 $0.0400 0.56%
2009-05-21 $0.0400 0.57%
2009-09-23 $0.0200 0.37%
2009-12-02 $0.0200 0.39%
2010-02-17 $0.0200 0.50%
2013-05-09 $0.0500 0.39%
2013-08-09 $0.0500 0.34%
2013-11-08 $0.0500 0.30%
2014-02-11 $0.0500 0.30%
2014-05-09 $0.0500 0.29%
2014-08-11 $0.0500 0.27%
2014-11-07 $0.0500 0.28%
2015-02-10 $0.0500 0.27%
2015-05-08 $0.0600 0.30%
2015-08-10 $0.0600 0.30%
2015-11-06 $0.0600 0.28%
2016-02-08 $0.0750 0.34%
2016-05-06 $0.0750 0.31%
2016-08-10 $0.0750 0.31%
2016-11-08 $0.0750 0.30%
2017-02-09 $0.1000 0.34%
2017-05-10 $0.1000 0.31%
2017-08-09 $0.3000 0.94%
2017-11-09 $0.1000 0.30%
2018-02-09 $0.1200 0.35%
2018-05-09 $0.1400 0.37%
2018-08-09 $0.1400 0.35%
2018-11-06 $0.1400 0.40%
2019-02-07 $0.1400 0.42%
2019-05-08 $0.1400 0.41%
2019-08-07 $0.1400 0.40%
2019-11-06 $0.1400 0.40%
2020-02-07 $0.3500 0.97%
2020-05-07 $0.1500 0.59%
2020-08-04 $0.1500 0.59%
2020-11-09 $0.1500 0.51%
2021-02-09 $0.2700 0.82%
2021-05-07 $0.1700 0.44%
2021-08-09 $0.1700 0.38%
2021-11-09 $0.1700 0.40%
2022-02-09 $0.2700 0.65%
2022-05-09 $0.1700 0.45%
2022-08-08 $0.1700 0.45%
2022-11-08 $0.1700 0.42%
2023-02-08 $0.1700 0.43%
2023-05-09 $0.1900 0.53%
2023-08-08 $0.1900 0.51%
2023-11-07 $0.1900 0.52%
2024-02-06 $0.1900 0.49%
2024-05-07 $0.1900 0.48%
2024-08-09 $0.1900 0.44%
2024-11-12 $0.1900 0.36%
2025-02-12 $0.1900 0.37%
2025-05-09 $0.1900 0.38%
2025-08-11 $0.1900 0.41%
2025-11-07 $0.1900 0.42%
2026-02-09 $0.2100 0.48%
Total 60 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
2021-05-07 $40.72 $8.14 $0.07 0.8174
2021-08-09 $40.86 $8.17 $0.07 0.7251
2021-11-09 $40.98 $8.20 $0.07 0.7699
2022-02-09 $65.29 $13.06 $0.10 1.2141
2022-05-09 $41.32 $8.26 $0.07 0.8718
2022-08-08 $41.47 $8.29 $0.07 0.8765
2022-11-08 $41.62 $8.32 $0.07 0.8357
2023-02-08 $41.76 $8.35 $0.07 0.8347
2023-05-09 $46.83 $9.37 $0.08 1.0532
2023-08-08 $47.03 $9.41 $0.08 1.0140
2023-11-07 $47.22 $9.44 $0.08 1.0395
2024-02-06 $47.42 $9.48 $0.08 0.9707
2024-05-07 $47.60 $9.52 $0.08 0.9681
2024-08-09 $47.79 $9.56 $0.08 0.8480
2024-11-12 $47.95 $9.59 $0.08 0.6999
2025-02-12 $48.08 $9.62 $0.08 0.7496
2025-05-09 $48.22 $9.64 $0.08 0.7639
2025-08-11 $48.37 $9.67 $0.08 0.8352
2025-11-07 $48.53 $9.70 $0.08 0.8618
2026-02-09 $53.82 $10.76 $0.09 0.9748
Total $932.86 $186.57 $1.49 17.7237

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.

PPHC

CAGR 151.83% Total 21.19% Final $12,119
2026-01-28 — 2026-04-14
AMSC

CAGR -3.07% Total -65.70% Final $3,430
1991-12-12 — 2026-04-14
GERN

CAGR -4.67% Total -75.84% Final $2,416
1996-07-31 — 2026-04-14