Southern First Bancshares, Inc. (SFST) Stock Total Returns

Growth of $10,000 chart

2021-04-14 to 2026-04-14
to
$
%
%
Loading chart…

Investment Performance

Final Value
$11,813
Total Return
18.13%
CAGR
3.39%
Dividends
$0.00
Yield on Cost
0.00%

Rolling Returns

1-Month (21 Trading Days)
Average+0.64%
Median-0.31%
Best+35.86%
Worst-30.09%
% of Windows Positive49.1%
1-Year (252 Trading Days)
Average+0.31%
Median-4.42%
Best+93.09%
Worst-53.09%
% of Windows Positive45.6%
3-Year (756 Trading Days)
Average-14.87%
Median-27.33%
Best+98.15%
Worst-52.73%
% of Windows Positive28.9%

Risk Metrics

Maximum Drawdown -67.19%
Average Drawdown -34.53%
Drawdown Duration 1067 Trading Days (Unrecovered)
Sortino Ratio 0.39
Calmar Ratio 0.05
CVaR (5%) -4.61%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +14.23% (+59.55% ann.) +$1422.75 $0.00 $0.00 $0.00
2025 +29.61% +$2961.01 $0.00 $0.00 $0.00
2024 +7.14% +$714.29 $0.00 $0.00 $0.00
2023 -18.91% $1890.71 $0.00 $0.00 $0.00
2022 -26.79% $2678.83 $0.00 $0.00 $0.00
2021 +76.78% +$7677.51 $0.00 $0.00 $0.00
2020 -16.80% $1680.40 $0.00 $0.00 $0.00
2019 +32.49% +$3249.14 $0.00 $0.00 $0.00
2018 -22.25% $2225.45 $0.00 $0.00 $0.00
2017 +14.58% +$1458.33 $0.00 $0.00 $0.00
2016 +58.59% +$5859.03 $0.00 $0.00 $0.00
2015 +33.37% +$3337.25 $0.00 $0.00 $0.00
2014 +28.16% +$2816.27 $0.00 $0.00 $0.00
2013 +57.08% +$5707.52 $0.00 $0.00 $0.00
2012 +43.08% +$4307.69 $0.00 $0.00 $0.00
2011 +5.43% +$542.90 $0.00 $0.00 $0.00
2010 +13.03% +$1303.03 $0.00 $0.00 $0.00
2009 -28.26% $2826.08 $0.00 $0.00 $0.00
2008 -32.85% $3284.67 $0.00 $0.00 $0.00
2007 -36.19% $3619.00 $0.00 $0.00 $0.00
2006 -4.58% $457.78 $0.00 $0.00 $0.00
2005 +26.21% +$2621.11 $0.00 $0.00 $0.00
2004 +8.94% +$894.44 $0.00 $0.00 $0.00
2003 +110.12% +$11011.67 $0.00 $0.00 $0.00
2002 +13.22% +$1321.59 $0.00 $0.00 $0.00
2001 +27.89% +$2788.73 $0.00 $0.00 $0.00
2000 -6.58% $657.90 $0.00 $0.00 $0.00
1999 partial -9.52% (-43.51% ann.) $952.38 $0.00 $0.00 $0.00

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Dot-com bubble / TMT mania partial October 28, 1999 – March 10, 2000 -23.81% -52.35% $2380.95 $0.00 $0.00 $0.00
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 +37.50% +13.17% +$3750.00 $0.00 $0.00 $0.00
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +165.15% +21.55% +$16515.29 $0.00 $0.00 $0.00
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -72.34% -59.74% $7234.27 $0.00 $0.00 $0.00
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +66.50% +16.30% +$6650.42 $0.00 $0.00 $0.00
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +451.33% +25.31% +$45132.52 $0.00 $0.00 $0.00
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -45.30% -99.90% $4529.61 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +4.92% +8.04% +$492.06 $0.00 $0.00 $0.00
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +94.85% +88.30% +$9485.34 $0.00 $0.00 $0.00
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -23.00% -24.23% $2299.68 $0.00 $0.00 $0.00
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -28.25% -16.40% $2825.02 $0.00 $0.00 $0.00
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +75.46% +43.10% +$7546.21 $0.00 $0.00 $0.00

Dividend History

Date Per Share Yield %
Total 0 payments
No dividends recorded.

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.

UNP

CAGR 12.16% Total 20118.94% Final $2,021,894
1980-01-02 — 2026-04-14
CWK

CAGR -3.03% Total -21.11% Final $7,889
2018-08-02 — 2026-04-14
MPAA

CAGR 1.24% Total 48.26% Final $14,826
1994-03-23 — 2026-04-14