Southern Missouri Bancorp, Inc. (SMBC) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$17,959
Total Return
79.59%
CAGR
12.43%
Dividends
$1,118.19
Yield on Cost
11.18%

Rolling Returns

1-Month (21 Trading Days)
Average+1.31%
Median+0.59%
Best+37.92%
Worst-20.79%
% of Windows Positive52.8%
1-Year (252 Trading Days)
Average+7.48%
Median+6.69%
Best+62.88%
Worst-28.58%
% of Windows Positive61.4%
3-Year (756 Trading Days)
Average+20.43%
Median+18.10%
Best+91.13%
Worst-7.55%
% of Windows Positive92.4%

Risk Metrics

Maximum Drawdown -48.75%
Average Drawdown -17.61%
Drawdown Duration 734 Trading Days
Sortino Ratio 0.78
Calmar Ratio 0.25
CVaR (5%) -4.42%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +13.44% (+55.73% ann.) +$1344.17 $42.29 $8.46 $0.07
2025 +4.48% +$447.54 $168.18 $33.64 $0.27
2024 +8.98% +$898.45 $165.82 $33.16 $0.27
2023 +18.39% +$1839.29 $184.43 $36.89 $0.30
2022 -11.00% $1100.44 $157.96 $31.59 $0.25
2021 +73.60% +$7360.30 $237.82 $47.56 $0.38
2020 -19.14% $1914.07 $157.48 $31.50 $0.25
2019 +14.63% +$1463.31 $166.01 $33.20 $0.27
2018 -8.85% $885.24 $128.20 $25.64 $0.21
2017 +7.31% +$730.53 $119.16 $23.83 $0.19
2016 +49.87% +$4986.74 $159.75 $31.95 $0.26
2015 +27.66% +$2766.23 $185.37 $37.07 $0.30
2014 +15.85% +$1584.75 $199.53 $39.91 $0.32
2013 +50.88% +$5088.30 $278.15 $55.63 $0.44
2012 +1.76% +$176.24 $241.99 $48.40 $0.39
2011 +32.60% +$3260.15 $280.19 $56.04 $0.45
2010 +50.65% +$5065.10 $412.65 $82.53 $0.66
2009 +9.85% +$984.60 $438.96 $87.79 $0.70
2008 -18.75% $1875.12 $317.28 $63.45 $0.50
2007 -6.01% $601.16 $252.06 $50.41 $0.40
2006 +5.40% +$539.58 $246.77 $49.35 $0.40
2005 -19.00% $1900.47 $196.02 $39.20 $0.31
2004 +35.90% +$3590.46 $261.71 $52.34 $0.42
2003 +35.16% +$3516.38 $308.64 $61.73 $0.50
2002 +32.03% +$3202.91 $330.11 $66.03 $0.53
2001 +22.22% +$2222.03 $371.03 $74.21 $0.59
2000 +9.82% +$981.68 $395.08 $79.02 $0.63
1999 -9.82% $982.23 $345.48 $69.10 $0.56
1998 -27.11% $2711.22 $245.78 $49.16 $0.39
1997 +39.92% +$3991.85 $336.39 $67.28 $0.54
1996 +2.80% +$279.70 $336.75 $67.35 $0.54
1995 +45.69% +$4569.45 $359.57 $71.92 $0.59
1994 partial +2.44% (+3.42% ann.) +$243.90 $0.00 $0.00 $0.00

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Dot-com bubble / TMT mania August 9, 1995 – March 10, 2000 -11.85% -2.71% $1184.77 $1705.43 $341.10 $2.73
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 +69.98% +22.89% +$6997.70 $1137.90 $227.59 $1.82
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +76.32% +12.02% +$7632.47 $2011.73 $402.34 $3.22
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -32.34% -24.16% $3233.74 $458.53 $91.70 $0.73
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +159.63% +32.66% +$15962.64 $1713.86 $342.77 $2.74
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +264.27% +18.63% +$26426.75 $2923.64 $584.73 $4.68
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -32.75% -98.92% $3274.95 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 -1.19% -1.91% $119.26 $113.55 $22.71 $0.18
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +106.33% +98.80% +$10632.96 $335.50 $67.10 $0.54
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -6.15% -6.52% $615.01 $114.59 $22.92 $0.18
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +9.53% +5.04% +$953.34 $329.59 $65.92 $0.53
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +22.13% +13.59% +$2212.78 $260.02 $52.00 $0.42

Dividend History

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

Date Per Share Yield %
1995-05-09 $0.0313 0.83%
1995-08-11 $0.0313 0.85%
1995-11-13 $0.0313 0.77%
1996-02-12 $0.0313 0.82%
1996-05-13 $0.0313 0.86%
1996-08-13 $0.0313 0.87%
1996-11-15 $0.0313 0.89%
1997-02-18 $0.0313 0.77%
1997-05-13 $0.0313 0.81%
1997-08-12 $0.0313 0.72%
1997-11-07 $0.0313 0.66%
1998-02-10 $0.0313 0.64%
1998-05-12 $0.0313 0.61%
1998-08-12 $0.0313 0.66%
1998-11-13 $0.0313 0.75%
1999-02-10 $0.0313 0.84%
1999-05-12 $0.0313 0.93%
1999-08-10 $0.0313 0.89%
1999-11-09 $0.0313 0.97%
2000-02-10 $0.0313 1.06%
2000-05-11 $0.0313 0.99%
2000-08-11 $0.0313 0.96%
2000-11-13 $0.0313 0.98%
2001-02-13 $0.0313 0.94%
2001-05-11 $0.0313 0.94%
2001-08-13 $0.0313 0.81%
2001-11-14 $0.0313 0.82%
2002-02-13 $0.0313 0.74%
2002-05-13 $0.0313 0.67%
2002-08-13 $0.0350 0.78%
2002-11-13 $0.0350 0.72%
2003-02-12 $0.0350 0.61%
2003-05-13 $0.0350 0.57%
2003-08-13 $0.0450 0.68%
2003-11-12 $0.0450 0.63%
2004-02-11 $0.0450 0.59%
2004-05-12 $0.0450 0.56%
2004-08-12 $0.0450 0.59%
2004-11-10 $0.0450 0.52%
2005-02-11 $0.0450 0.52%
2005-05-12 $0.0450 0.62%
2005-08-25 $0.0450 0.62%
2005-11-10 $0.0450 0.62%
2006-02-13 $0.0450 0.64%
2006-05-11 $0.0450 0.60%
2006-08-11 $0.0450 0.60%
2006-11-13 $0.0450 0.60%
2007-02-13 $0.0450 0.59%
2007-05-11 $0.0450 0.60%
2007-08-13 $0.0500 0.68%
2007-11-13 $0.0500 0.67%
2008-02-13 $0.0500 0.68%
2008-05-13 $0.0500 0.66%
2008-08-13 $0.0600 0.81%
2008-11-12 $0.0600 0.96%
2009-02-11 $0.0600 1.23%
2009-05-13 $0.0600 1.12%
2009-08-12 $0.0600 1.07%
2009-11-10 $0.0600 1.08%
2010-02-10 $0.0600 0.90%
2010-05-12 $0.0600 0.79%
2010-08-11 $0.0600 0.79%
2010-11-10 $0.0600 0.77%
2011-02-11 $0.0600 0.61%
2011-05-11 $0.0600 0.48%
2011-08-11 $0.0600 0.58%
2011-11-10 $0.0600 0.52%
2012-02-13 $0.0600 0.53%
2012-05-11 $0.0600 0.50%
2012-08-13 $0.0750 0.64%
2012-11-13 $0.0750 0.61%
2013-02-13 $0.0750 0.60%
2013-05-13 $0.0750 0.58%
2013-08-13 $0.0800 0.57%
2013-11-13 $0.0800 0.52%
2014-02-12 $0.0800 0.48%
2014-05-13 $0.0800 0.45%
2014-08-13 $0.0850 0.48%
2014-11-12 $0.0850 0.46%
2015-02-11 $0.0850 0.45%
2015-05-13 $0.0850 0.45%
2015-08-12 $0.0900 0.47%
2015-11-10 $0.0900 0.40%
2016-02-10 $0.0900 0.39%
2016-05-11 $0.0900 0.36%
2016-08-11 $0.1000 0.41%
2016-11-10 $0.1000 0.39%
2017-02-13 $0.1000 0.28%
2017-05-11 $0.1000 0.30%
2017-08-11 $0.1100 0.35%
2017-11-14 $0.1100 0.29%
2018-02-14 $0.1100 0.30%
2018-05-14 $0.1100 0.32%
2018-08-14 $0.1300 0.34%
2018-11-14 $0.1300 0.38%
2019-02-14 $0.1300 0.37%
2019-05-14 $0.1300 0.40%
2019-08-14 $0.1500 0.45%
2019-11-14 $0.1500 0.40%
2020-02-13 $0.1500 0.41%
2020-05-14 $0.1500 0.70%
2020-08-13 $0.1500 0.65%
2020-11-12 $0.1500 0.52%
2021-02-11 $0.1600 0.46%
2021-05-13 $0.1600 0.37%
2021-08-12 $0.2000 0.44%
2021-11-12 $0.2000 0.34%
2022-02-14 $0.2000 0.37%
2022-05-12 $0.2000 0.46%
2022-08-12 $0.2100 0.39%
2022-11-14 $0.2100 0.40%
2023-02-14 $0.2100 0.44%
2023-05-12 $0.2100 0.66%
2023-08-14 $0.2100 0.46%
2023-11-14 $0.2100 0.50%
2024-02-14 $0.2100 0.50%
2024-05-14 $0.2100 0.50%
2024-08-15 $0.2300 0.45%
2024-11-15 $0.2300 0.35%
2025-02-14 $0.2300 0.38%
2025-05-15 $0.2300 0.42%
2025-08-15 $0.2500 0.45%
2025-11-14 $0.2500 0.46%
2026-02-13 $0.2500 0.39%
Total 124 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
2021-05-13 $40.10 $8.02 $0.06 0.7301
2021-08-12 $50.27 $10.05 $0.08 0.8823
2021-11-12 $50.45 $10.09 $0.08 0.7056
2022-02-14 $50.59 $10.12 $0.08 0.7578
2022-05-12 $50.74 $10.15 $0.08 0.9287
2022-08-12 $53.47 $10.69 $0.09 0.7861
2022-11-14 $53.64 $10.73 $0.09 0.8335
2023-02-14 $53.81 $10.76 $0.09 0.8990
2023-05-12 $54.00 $10.80 $0.09 1.3614
2023-08-14 $54.29 $10.86 $0.09 0.9541
2023-11-14 $54.49 $10.90 $0.09 0.9586
2024-02-14 $54.69 $10.94 $0.09 1.0298
2024-05-14 $54.91 $10.98 $0.09 1.0437
2024-08-15 $60.37 $12.07 $0.10 0.8990
2024-11-15 $60.58 $12.12 $0.10 0.7354
2025-02-14 $60.75 $12.15 $0.10 0.8073
2025-05-15 $60.94 $12.19 $0.10 0.8806
2025-08-15 $66.46 $13.29 $0.11 0.9864
2025-11-14 $66.70 $13.34 $0.11 0.9782
2026-02-13 $66.95 $13.39 $0.11 0.8279
Total $1118.19 $223.64 $1.79 17.9856

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.

CBSH

CAGR 11.52% Total 15116.57% Final $1,521,657
1980-03-17 — 2026-04-14
KNSL

CAGR 35.85% Total 1858.89% Final $195,889
2016-07-28 — 2026-04-14
SPXC

CAGR 13.62% Total 35827.54% Final $3,592,754
1980-03-17 — 2026-04-14