Southern Missouri Bancorp, Inc. (SMBC) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$16,121
Total Return
61.21%
CAGR
10.02%
Dividends
$1,015.20
Yield on Cost
10.15%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.24% |
| Median | +0.59% |
| Best | +37.92% |
| Worst | -20.79% |
| % of Windows Positive | 52.6% |
1-Year (252 Trading Days)
| Average | +8.33% |
| Median | +8.12% |
| Best | +62.88% |
| Worst | -28.58% |
| % of Windows Positive | 61.6% |
3-Year (756 Trading Days)
| Average | +27.70% |
| Median | +21.33% |
| Best | +131.75% |
| Worst | -7.55% |
| % of Windows Positive | 95.0% |
Risk Metrics
| Maximum Drawdown | -48.75% |
| Average Drawdown | -17.64% |
| Drawdown Duration | 734 Trading Days |
| Sortino Ratio | 0.68 |
| Calmar Ratio | 0.21 |
| CVaR (5%) | -4.42% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +14.87% (+38.93% ann.) | +$1487.07 | $84.70 | $16.94 | $0.14 |
| 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
about| 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 – June 3, 2026 | +23.67% | +13.26% | +$2366.63 | $305.68 | $61.14 | $0.49 |
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% |
| 2026-05-15 | $0.2500 | 0.37% |
| Total | 125 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 | $44.56 | $8.91 | $0.07 | 0.7821 |
| 2021-11-12 | $44.72 | $8.94 | $0.07 | 0.6255 |
| 2022-02-14 | $44.84 | $8.97 | $0.07 | 0.6717 |
| 2022-05-12 | $44.98 | $9.00 | $0.07 | 0.8233 |
| 2022-08-12 | $47.40 | $9.48 | $0.08 | 0.6968 |
| 2022-11-14 | $47.55 | $9.51 | $0.08 | 0.7388 |
| 2023-02-14 | $47.70 | $9.54 | $0.08 | 0.7969 |
| 2023-05-12 | $47.87 | $9.57 | $0.08 | 1.2068 |
| 2023-08-14 | $48.12 | $9.62 | $0.08 | 0.8457 |
| 2023-11-14 | $48.30 | $9.66 | $0.08 | 0.8498 |
| 2024-02-14 | $48.48 | $9.70 | $0.08 | 0.9129 |
| 2024-05-14 | $48.67 | $9.73 | $0.08 | 0.9252 |
| 2024-08-15 | $53.52 | $10.70 | $0.09 | 0.7969 |
| 2024-11-15 | $53.70 | $10.74 | $0.09 | 0.6519 |
| 2025-02-14 | $53.85 | $10.77 | $0.09 | 0.7156 |
| 2025-05-15 | $54.02 | $10.80 | $0.09 | 0.7806 |
| 2025-08-15 | $58.91 | $11.78 | $0.09 | 0.8744 |
| 2025-11-14 | $59.13 | $11.83 | $0.09 | 0.8672 |
| 2026-02-13 | $59.34 | $11.87 | $0.10 | 0.7339 |
| 2026-05-15 | $59.53 | $11.91 | $0.10 | 0.7134 |
| Total | $1015.20 | $203.04 | $1.62 | 16.0096 |
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.