SR Bancorp, Inc. (SRBK) Stock Total Returns
Growth of $10,000 chart
2023-09-20 to 2026-06-03 to
$
%
%
Loading chart…
Investment Performance
Final Value
$20,191
Total Return
101.91%
CAGR
29.70%
Dividends
$271.02
Yield on Cost
2.71%
Rolling Returns
1-Month (21 Trading Days)
| Average | +2.66% |
| Median | +1.68% |
| Best | +21.17% |
| Worst | -12.18% |
| % of Windows Positive | 64.7% |
1-Year (252 Trading Days)
| Average | +37.62% |
| Median | +38.82% |
| Best | +58.93% |
| Worst | +15.67% |
| % of Windows Positive | 100.0% |
3-Year (756 Trading Days)
Risk Metrics
| Maximum Drawdown | -13.47% |
| Average Drawdown | -3.43% |
| Drawdown Duration | 41 Trading Days |
| Sortino Ratio | 2.40 |
| Calmar Ratio | 2.20 |
| CVaR (5%) | -2.44% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +17.69% (+47.14% ann.) | +$1768.55 | $31.77 | $6.35 | $0.05 |
| 2025 | +33.68% | +$3368.22 | $168.71 | $33.74 | $0.28 |
| 2024 | +24.58% | +$2458.16 | $0.00 | $0.00 | $0.00 |
| 2023 partial | +3.02% (+11.47% ann.) | +$301.72 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Disinflation rebound / AI-led narrow bull / higher-for-longer partial | September 20, 2023 – September 17, 2024 | +13.58% | +13.67% | +$1357.76 | $0.00 | $0.00 | $0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +74.79% | +38.73% | +$7478.89 | $234.61 | $46.92 | $0.39 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2025-03-31 | $0.0500 | 0.41% |
| 2025-06-30 | $0.0500 | 0.37% |
| 2025-09-30 | $0.0500 | 0.34% |
| 2025-12-31 | $0.0500 | 0.32% |
| 2026-03-31 | $0.0500 | 0.29% |
| Total | 5 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2023-09-20 to 2026-06-03. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2025-03-31 | $53.88 | $10.78 | $0.09 | 3.6058 |
| 2025-06-30 | $54.06 | $10.81 | $0.09 | 3.1971 |
| 2025-09-30 | $54.22 | $10.84 | $0.09 | 2.8687 |
| 2025-12-31 | $54.36 | $10.87 | $0.09 | 2.7575 |
| 2026-03-31 | $54.50 | $10.90 | $0.09 | 2.5778 |
| Total | $271.02 | $54.20 | $0.45 | 15.0070 |
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.