South Plains Financial, Inc. (SPFI) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$18,082
Total Return
80.82%
CAGR
12.58%
Dividends
$1,184.11
Yield on Cost
11.84%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.28% |
| Median | +0.76% |
| Best | +29.46% |
| Worst | -20.21% |
| % of Windows Positive | 54.3% |
1-Year (252 Trading Days)
| Average | +14.61% |
| Median | +17.36% |
| Best | +57.13% |
| Worst | -24.00% |
| % of Windows Positive | 77.0% |
3-Year (756 Trading Days)
| Average | +50.46% |
| Median | +47.88% |
| Best | +120.85% |
| Worst | +9.32% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -38.73% |
| Average Drawdown | -10.42% |
| Drawdown Duration | 419 Trading Days |
| Sortino Ratio | 0.86 |
| Calmar Ratio | 0.32 |
| CVaR (5%) | -3.66% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +2.66% (+6.41% ann.) | +$265.50 | $87.77 | $17.55 | $0.14 |
| 2025 | +13.19% | +$1318.82 | $179.36 | $35.87 | $0.29 |
| 2024 | +21.79% | +$2178.51 | $194.53 | $38.91 | $0.30 |
| 2023 | +6.95% | +$695.08 | $190.07 | $38.02 | $0.30 |
| 2022 | +0.32% | +$32.48 | $166.27 | $33.25 | $0.26 |
| 2021 | +48.29% | +$4829.38 | $158.97 | $31.80 | $0.25 |
| 2020 | -8.49% | $849.40 | $67.27 | $13.46 | $0.12 |
| 2019 partial | +18.17% (+29.49% ann.) | +$1817.13 | $33.90 | $6.78 | $0.06 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Secular stagnation / QE / low inflation / duration bull partial | May 9, 2019 – February 19, 2020 | +17.96% | +23.49% | +$1796.41 | $50.89 | $10.18 | $0.09 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -35.12% | -99.28% | $3511.96 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +2.33% | +3.77% | +$232.84 | $72.92 | $14.58 | $0.13 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +56.03% | +52.51% | +$5602.67 | $183.13 | $36.64 | $0.29 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +23.32% | +24.92% | +$2331.68 | $184.96 | $36.99 | $0.29 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +9.34% | +4.94% | +$934.39 | $298.22 | $59.65 | $0.47 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +20.05% | +11.31% | +$2005.11 | $332.40 | $66.48 | $0.54 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2019-07-23 | $0.0300 | 0.17% |
| 2019-10-25 | $0.0300 | 0.17% |
| 2020-01-24 | $0.0300 | 0.14% |
| 2020-04-24 | $0.0300 | 0.26% |
| 2020-07-24 | $0.0300 | 0.23% |
| 2020-10-30 | $0.0500 | 0.34% |
| 2021-01-29 | $0.0500 | 0.26% |
| 2021-04-30 | $0.0700 | 0.31% |
| 2021-07-30 | $0.0900 | 0.38% |
| 2021-10-29 | $0.0900 | 0.34% |
| 2022-01-28 | $0.1100 | 0.39% |
| 2022-04-29 | $0.1100 | 0.44% |
| 2022-07-29 | $0.1200 | 0.46% |
| 2022-10-28 | $0.1200 | 0.39% |
| 2023-01-27 | $0.1300 | 0.47% |
| 2023-04-28 | $0.1300 | 0.63% |
| 2023-07-28 | $0.1300 | 0.50% |
| 2023-10-27 | $0.1300 | 0.49% |
| 2024-01-26 | $0.1300 | 0.46% |
| 2024-04-26 | $0.1400 | 0.53% |
| 2024-07-29 | $0.1400 | 0.42% |
| 2024-10-28 | $0.1500 | 0.45% |
| 2025-02-03 | $0.1500 | 0.42% |
| 2025-04-28 | $0.1500 | 0.44% |
| 2025-07-28 | $0.1600 | 0.41% |
| 2025-10-27 | $0.1600 | 0.42% |
| 2026-02-02 | $0.1700 | 0.41% |
| 2026-04-27 | $0.1700 | 0.39% |
| Total | 28 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 |
|---|---|---|---|---|
| 2021-07-30 | $38.31 | $7.66 | $0.06 | 1.3300 |
| 2021-10-29 | $38.43 | $7.69 | $0.06 | 1.1775 |
| 2022-01-28 | $47.11 | $9.42 | $0.07 | 1.3063 |
| 2022-04-29 | $47.25 | $9.45 | $0.07 | 1.5620 |
| 2022-07-29 | $51.73 | $10.35 | $0.08 | 1.5633 |
| 2022-10-28 | $51.92 | $10.38 | $0.08 | 1.3290 |
| 2023-01-27 | $56.42 | $11.28 | $0.09 | 1.5990 |
| 2023-04-28 | $56.63 | $11.33 | $0.09 | 2.2021 |
| 2023-07-28 | $56.91 | $11.38 | $0.09 | 1.6942 |
| 2023-10-27 | $57.13 | $11.43 | $0.09 | 1.7510 |
| 2024-01-26 | $57.36 | $11.47 | $0.09 | 1.6069 |
| 2024-04-26 | $62.00 | $12.40 | $0.10 | 1.9089 |
| 2024-07-29 | $62.26 | $12.45 | $0.10 | 1.5258 |
| 2024-10-28 | $66.94 | $13.39 | $0.10 | 1.5478 |
| 2025-02-03 | $67.17 | $13.43 | $0.10 | 1.5193 |
| 2025-04-28 | $67.40 | $13.48 | $0.11 | 1.5907 |
| 2025-07-28 | $72.15 | $14.43 | $0.12 | 1.4778 |
| 2025-10-27 | $72.39 | $14.47 | $0.12 | 1.5628 |
| 2026-02-02 | $77.18 | $15.43 | $0.13 | 1.4396 |
| 2026-04-27 | $77.42 | $15.48 | $0.13 | 1.4295 |
| Total | $1184.11 | $236.82 | $1.88 | 31.1235 |
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.