Security National Financial Corporation (SNFCA) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
Loading chart…
Investment Performance
Final Value
$14,458
Total Return
44.58%
CAGR
7.65%
Dividends
$0.00
Yield on Cost
0.00%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.08% |
| Median | +0.66% |
| Best | +37.68% |
| Worst | -29.04% |
| % of Windows Positive | 52.8% |
1-Year (252 Trading Days)
| Average | +8.73% |
| Median | +6.52% |
| Best | +84.75% |
| Worst | -37.61% |
| % of Windows Positive | 57.7% |
3-Year (756 Trading Days)
| Average | +35.14% |
| Median | +35.85% |
| Best | +83.10% |
| Worst | -11.84% |
| % of Windows Positive | 96.0% |
Risk Metrics
| Maximum Drawdown | -39.47% |
| Average Drawdown | -17.34% |
| Drawdown Duration | 296 Trading Days (Unrecovered) |
| Sortino Ratio | 0.59 |
| Calmar Ratio | 0.19 |
| CVaR (5%) | -4.66% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +6.99% (+26.79% ann.) | +$699.22 | $0.00 | $0.00 | $0.00 |
| 2025 | -21.36% | $2135.91 | $0.00 | $0.00 | $0.00 |
| 2024 | +40.35% | +$4035.00 | $0.00 | $0.00 | $0.00 |
| 2023 | +29.45% | +$2945.21 | $0.00 | $0.00 | $0.00 |
| 2022 | -16.68% | $1668.48 | $0.00 | $0.00 | $0.00 |
| 2021 | +15.69% | +$1568.86 | $0.00 | $0.00 | $0.00 |
| 2020 | +42.73% | +$4273.50 | $0.00 | $0.00 | $0.00 |
| 2019 | +19.04% | +$1904.07 | $0.00 | $0.00 | $0.00 |
| 2018 | +3.20% | +$320.00 | $0.00 | $0.00 | $0.00 |
| 2017 | -19.23% | $1923.08 | $0.00 | $0.00 | $0.00 |
| 2016 | -0.76% | $76.34 | $0.00 | $0.00 | $0.00 |
| 2015 | +19.40% | +$1940.11 | $0.00 | $0.00 | $0.00 |
| 2014 | +25.48% | +$2547.72 | $0.00 | $0.00 | $0.00 |
| 2013 | -42.36% | $4235.76 | $0.00 | $0.00 | $0.00 |
| 2012 | +465.58% | +$46558.32 | $0.00 | $0.00 | $0.00 |
| 2011 | -14.43% | $1442.51 | $0.00 | $0.00 | $0.00 |
| 2010 | -41.50% | $4150.42 | $0.00 | $0.00 | $0.00 |
| 2009 | +116.64% | +$11663.81 | $0.00 | $0.00 | $0.00 |
| 2008 | -55.11% | $5511.06 | $0.00 | $0.00 | $0.00 |
| 2007 | -22.30% | $2230.00 | $0.00 | $0.00 | $0.00 |
| 2006 | +51.97% | +$5197.36 | $0.00 | $0.00 | $0.00 |
| 2005 | +20.54% | +$2054.38 | $0.00 | $0.00 | $0.00 |
| 2004 | -55.57% | $5557.05 | $0.00 | $0.00 | $0.00 |
| 2003 | +21.68% | +$2168.33 | $0.00 | $0.00 | $0.00 |
| 2002 | +167.45% | +$16745.31 | $0.00 | $0.00 | $0.00 |
| 2001 | +14.59% | +$1459.45 | $0.00 | $0.00 | $0.00 |
| 2000 | -29.67% | $2966.81 | $0.00 | $0.00 | $0.00 |
| 1999 | +24.29% | +$2428.58 | $0.00 | $0.00 | $0.00 |
| 1998 | -25.43% | $2543.48 | $0.00 | $0.00 | $0.00 |
| 1997 | -13.75% | $1375.00 | $0.00 | $0.00 | $0.00 |
| 1996 | +2.56% | +$255.81 | $0.00 | $0.00 | $0.00 |
| 1995 | +18.82% | +$1881.59 | $0.00 | $0.00 | $0.00 |
| 1994 | +66.25% | +$6624.99 | $0.00 | $0.00 | $0.00 |
| 1993 | +53.79% | +$5379.23 | $475.01 | $94.99 | $0.76 |
| 1992 | -8.05% | $804.89 | $442.10 | $88.42 | $0.70 |
| 1991 | +66.25% | +$6625.00 | $0.00 | $0.00 | $0.00 |
| 1990 | -62.50% | $6250.00 | $0.00 | $0.00 | $0.00 |
| 1989 | +17.60% | +$1760.00 | $0.00 | $0.00 | $0.00 |
| 1988 | -3.23% | $322.58 | $0.00 | $0.00 | $0.00 |
| 1987 partial | -43.64% (-77.35% ann.) | $4363.64 | $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 | +36.74% | +7.06% | +$3674.44 | $0.00 | $0.00 | $0.00 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | -13.00% | -5.27% | $1299.59 | $0.00 | $0.00 | $0.00 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +92.81% | +14.04% | +$9280.96 | $0.00 | $0.00 | $0.00 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -55.17% | -43.33% | $5517.02 | $0.00 | $0.00 | $0.00 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +54.54% | +13.76% | +$5454.28 | $0.00 | $0.00 | $0.00 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +163.67% | +13.67% | +$16366.60 | $0.00 | $0.00 | $0.00 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -23.11% | -95.02% | $2310.61 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +63.99% | +121.64% | +$6399.02 | $0.00 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +41.74% | +39.23% | +$4174.21 | $0.00 | $0.00 | $0.00 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -17.70% | -18.69% | $1770.27 | $0.00 | $0.00 | $0.00 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +34.72% | +17.44% | +$3471.52 | $0.00 | $0.00 | $0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +18.11% | +11.19% | +$1810.97 | $0.00 | $0.00 | $0.00 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1992-09-09 | $0.0243 | 5.00% |
| 1993-01-25 | $0.0231 | 3.62% |
| Total | 2 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 |
|---|---|---|---|---|
| Total | $0.00 | $0.00 | $0.00 | 0.0000 |
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.