SmartFinancial, Inc. (SMBK) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$17,184
Total Return
71.84%
CAGR
11.44%
Dividends
$633.14
Yield on Cost
6.33%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.30% |
| Median | +0.28% |
| Best | +28.88% |
| Worst | -19.11% |
| % of Windows Positive | 51.4% |
1-Year (252 Trading Days)
| Average | +13.51% |
| Median | +8.40% |
| Best | +74.81% |
| Worst | -29.08% |
| % of Windows Positive | 65.9% |
3-Year (756 Trading Days)
| Average | +37.78% |
| Median | +34.30% |
| Best | +118.00% |
| Worst | -8.94% |
| % of Windows Positive | 96.2% |
Risk Metrics
| Maximum Drawdown | -36.30% |
| Average Drawdown | -11.85% |
| Drawdown Duration | 454 Trading Days |
| Sortino Ratio | 0.79 |
| Calmar Ratio | 0.32 |
| CVaR (5%) | -3.75% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +10.26% (+26.07% ann.) | +$1026.13 | $46.00 | $9.20 | $0.07 |
| 2025 | +20.32% | +$2031.56 | $103.59 | $20.72 | $0.16 |
| 2024 | +27.74% | +$2774.02 | $131.20 | $26.24 | $0.20 |
| 2023 | -9.95% | $994.72 | $116.84 | $23.37 | $0.18 |
| 2022 | +1.36% | +$136.26 | $102.68 | $20.54 | $0.16 |
| 2021 | +52.04% | +$5204.10 | $132.73 | $26.54 | $0.21 |
| 2020 | -22.51% | $2251.38 | $84.87 | $16.97 | $0.14 |
| 2019 | +29.68% | +$2967.97 | $27.36 | $5.47 | $0.04 |
| 2018 | -15.81% | $1580.64 | $0.00 | $0.00 | $0.00 |
| 2017 | +16.92% | +$1691.81 | $0.00 | $0.00 | $0.00 |
| 2016 | +15.35% | +$1535.11 | $0.00 | $0.00 | $0.00 |
| 2015 | +21.53% | +$2152.57 | $0.00 | $0.00 | $0.00 |
| 2014 | +39.66% | +$3966.25 | $0.00 | $0.00 | $0.00 |
| 2013 | +3.49% | +$349.34 | $0.00 | $0.00 | $0.00 |
| 2012 | +52.67% | +$5266.69 | $0.00 | $0.00 | $0.00 |
| 2011 | -21.05% | $2105.27 | $0.00 | $0.00 | $0.00 |
| 2010 | -9.52% | $952.38 | $0.00 | $0.00 | $0.00 |
| 2009 | -58.40% | $5840.12 | $191.36 | $38.27 | $0.31 |
| 2008 | -50.22% | $5022.18 | $259.70 | $51.94 | $0.42 |
| 2007 | -33.03% | $3302.93 | $133.94 | $26.79 | $0.21 |
| 2006 | +42.92% | +$4291.86 | $99.19 | $19.84 | $0.16 |
| 2005 | +47.51% | +$4751.49 | $88.46 | $17.69 | $0.14 |
| 2004 | +44.82% | +$4482.13 | $90.91 | $18.18 | $0.15 |
| 2003 partial | +22.22% (+136.86% ann.) | +$2222.22 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| China-WTO / housing-credit / commodity boom partial | October 7, 2003 – October 9, 2007 | +171.46% | +28.32% | +$17146.33 | $866.84 | $173.38 | $1.39 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -68.58% | -55.93% | $6857.59 | $297.90 | $59.58 | $0.48 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | -46.56% | -16.94% | $4655.71 | $279.07 | $55.81 | $0.46 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +189.56% | +15.08% | +$18955.66 | $135.25 | $27.05 | $0.22 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -43.68% | -99.86% | $4368.24 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +11.86% | +19.76% | +$1185.92 | $112.61 | $22.52 | $0.18 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +71.98% | +67.26% | +$7197.72 | $157.99 | $31.59 | $0.25 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +13.05% | +13.91% | +$1304.96 | $81.99 | $16.40 | $0.13 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +0.23% | +0.12% | +$22.82 | $212.22 | $42.44 | $0.33 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +39.33% | +21.46% | +$3932.56 | $193.99 | $38.80 | $0.30 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2004-12-22 | $0.1961 | 0.63% |
| 2005-06-16 | $0.1569 | 0.44% |
| 2005-12-15 | $0.1176 | 0.26% |
| 2006-03-13 | $0.1176 | 0.23% |
| 2006-06-08 | $0.1176 | 0.25% |
| 2006-09-13 | $0.1176 | 0.23% |
| 2006-12-13 | $0.0980 | 0.16% |
| 2007-03-14 | $0.1961 | 0.33% |
| 2007-06-14 | $0.1961 | 0.34% |
| 2007-09-14 | $0.1961 | 0.43% |
| 2007-12-12 | $0.2745 | 0.64% |
| 2008-03-12 | $0.2745 | 0.79% |
| 2008-06-11 | $0.2745 | 0.88% |
| 2008-09-18 | $0.2745 | 1.12% |
| 2008-12-17 | $0.2745 | 1.22% |
| 2009-03-11 | $0.2745 | 1.94% |
| 2009-06-10 | $0.1176 | 0.50% |
| 2019-11-20 | $0.0500 | 0.22% |
| 2020-02-06 | $0.0500 | 0.23% |
| 2020-05-07 | $0.0500 | 0.37% |
| 2020-08-06 | $0.0500 | 0.35% |
| 2020-11-06 | $0.0500 | 0.33% |
| 2021-02-11 | $0.0600 | 0.29% |
| 2021-05-06 | $0.0600 | 0.25% |
| 2021-08-05 | $0.0600 | 0.25% |
| 2021-11-10 | $0.0600 | 0.22% |
| 2022-02-10 | $0.0700 | 0.27% |
| 2022-05-12 | $0.0700 | 0.29% |
| 2022-08-11 | $0.0700 | 0.27% |
| 2022-11-10 | $0.0700 | 0.24% |
| 2023-02-09 | $0.0800 | 0.29% |
| 2023-05-11 | $0.0800 | 0.39% |
| 2023-08-10 | $0.0800 | 0.32% |
| 2023-11-10 | $0.0800 | 0.38% |
| 2024-02-01 | $0.0800 | 0.34% |
| 2024-05-09 | $0.0800 | 0.36% |
| 2024-08-09 | $0.0800 | 0.30% |
| 2024-11-12 | $0.0800 | 0.22% |
| 2025-01-31 | $0.0800 | 0.23% |
| 2025-05-02 | $0.0800 | 0.26% |
| 2025-08-08 | $0.0800 | 0.24% |
| 2025-11-17 | $0.0800 | 0.22% |
| 2026-02-13 | $0.0800 | 0.19% |
| 2026-05-15 | $0.0900 | 0.22% |
| Total | 44 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 |
|---|---|---|---|---|
| 2021-08-05 | $24.27 | $4.85 | $0.04 | 0.7839 |
| 2021-11-10 | $24.32 | $4.86 | $0.04 | 0.7250 |
| 2022-02-10 | $28.43 | $5.69 | $0.05 | 0.8668 |
| 2022-05-12 | $28.48 | $5.70 | $0.05 | 0.9339 |
| 2022-08-11 | $28.55 | $5.71 | $0.05 | 0.8726 |
| 2022-11-10 | $28.61 | $5.72 | $0.05 | 0.7640 |
| 2023-02-09 | $32.76 | $6.55 | $0.05 | 0.9647 |
| 2023-05-11 | $32.84 | $6.57 | $0.05 | 1.3101 |
| 2023-08-10 | $32.94 | $6.59 | $0.05 | 1.0743 |
| 2023-11-10 | $33.03 | $6.60 | $0.05 | 1.2408 |
| 2024-02-01 | $33.12 | $6.62 | $0.05 | 1.1544 |
| 2024-05-09 | $33.22 | $6.64 | $0.05 | 1.1709 |
| 2024-08-09 | $33.31 | $6.66 | $0.05 | 0.9991 |
| 2024-11-12 | $33.39 | $6.68 | $0.05 | 0.7332 |
| 2025-01-31 | $33.45 | $6.69 | $0.05 | 0.7574 |
| 2025-05-02 | $33.51 | $6.70 | $0.05 | 0.8673 |
| 2025-08-08 | $33.58 | $6.72 | $0.05 | 0.8068 |
| 2025-11-17 | $33.65 | $6.73 | $0.05 | 0.7761 |
| 2026-02-13 | $33.70 | $6.74 | $0.05 | 0.6489 |
| 2026-05-15 | $37.98 | $7.60 | $0.06 | 0.7571 |
| Total | $633.14 | $126.63 | $0.99 | 18.2076 |
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.