Summit State Bank (SSBI) Stock Total Returns

Growth of $10,000 chart

2021-06-03 to 2026-06-03
to
$
%
%
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Investment Performance

Final Value
$10,112
Total Return
1.12%
CAGR
0.22%
Dividends
$1,041.74
Yield on Cost
10.42%

Rolling Returns

1-Month (21 Trading Days)
Average+0.52%
Median-0.21%
Best+33.66%
Worst-24.72%
% of Windows Positive48.4%
1-Year (252 Trading Days)
Average+1.07%
Median+0.26%
Best+97.58%
Worst-59.24%
% of Windows Positive50.6%
3-Year (756 Trading Days)
Average-28.75%
Median-28.70%
Best+14.54%
Worst-61.61%
% of Windows Positive4.0%

Risk Metrics

Maximum Drawdown -64.67%
Average Drawdown -25.73%
Drawdown Duration 709 Trading Days (Unrecovered)
Sortino Ratio 0.29
Calmar Ratio 0.00
CVaR (5%) -5.73%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +16.51% (+43.68% ann.) +$1650.90 $0.00 $0.00 $0.00
2025 +52.03% +$5202.62 $0.00 $0.00 $0.00
2024 -36.24% $3623.76 $229.27 $45.85 $0.37
2023 -20.15% $2014.63 $306.58 $61.32 $0.49
2022 +4.54% +$453.73 $312.70 $62.54 $0.50
2021 +29.47% +$2946.51 $368.47 $73.69 $0.60
2020 +7.48% +$748.20 $374.84 $74.97 $0.60
2019 +13.75% +$1374.73 $412.76 $82.55 $0.66
2018 -4.00% $400.25 $384.79 $76.96 $0.62
2017 +7.99% +$798.76 $383.89 $76.78 $0.62
2016 +12.10% +$1210.44 $352.54 $70.50 $0.56
2015 +1.98% +$198.44 $349.56 $69.91 $0.56
2014 +36.04% +$3604.26 $423.95 $84.79 $0.68
2013 +61.11% +$6110.74 $630.78 $126.16 $1.02
2012 +35.64% +$3564.25 $704.45 $140.90 $1.11
2011 -22.25% $2224.89 $523.48 $104.70 $0.85
2010 +33.62% +$3361.59 $668.31 $133.67 $1.06
2009 +25.42% +$2541.91 $796.74 $159.36 $1.30
2008 -40.37% $4036.96 $453.57 $90.71 $0.72
2007 -35.24% $3523.69 $284.65 $56.92 $0.47
2006 partial -14.06% (-28.06% ann.) $1405.88 $120.28 $24.06 $0.20

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
China-WTO / housing-credit / commodity boom partial July 14, 2006 – October 9, 2007 -33.38% -27.98% $3338.36 $303.16 $60.63 $0.50
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -48.25% -37.27% $4825.44 $596.80 $119.36 $0.94
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +57.93% +14.50% +$5793.24 $2796.84 $559.39 $4.50
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +221.19% +16.67% +$22119.09 $7144.71 $1428.92 $11.45
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -45.00% -99.89% $4500.39 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +79.78% +156.98% +$7978.15 $321.10 $64.21 $0.51
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +31.40% +29.58% +$3140.47 $453.45 $90.69 $0.73
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -0.92% -0.98% $92.35 $304.07 $60.81 $0.48
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -44.05% -26.90% $4405.37 $475.18 $95.04 $0.76
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – June 3, 2026 +65.79% +34.50% +$6579.03 $48.72 $9.74 $0.08

Dividend History

Annual Dividends Per Share
TTM Yield
Consecutive Years Paid
current
Consecutive Years of Growth
current

Date Per Share Yield %
2006-08-08 $0.0655 0.60%
2006-11-08 $0.0655 0.68%
2007-02-07 $0.0655 0.68%
2007-05-08 $0.0655 0.73%
2007-08-21 $0.0655 0.90%
2007-11-08 $0.0655 0.96%
2008-02-07 $0.0655 1.14%
2008-05-08 $0.0655 1.11%
2008-08-08 $0.0655 1.36%
2008-11-07 $0.0655 1.71%
2009-02-10 $0.0655 1.86%
2009-05-08 $0.0655 1.49%
2009-08-07 $0.0655 1.29%
2009-11-06 $0.0655 1.96%
2010-02-09 $0.0655 1.67%
2010-05-07 $0.0655 1.35%
2010-08-09 $0.0655 1.44%
2010-11-08 $0.0655 1.41%
2011-02-11 $0.0655 1.36%
2011-05-09 $0.0655 1.34%
2011-08-09 $0.0655 1.42%
2011-11-10 $0.0655 1.32%
2012-02-13 $0.0655 1.50%
2012-05-11 $0.0655 1.44%
2012-08-13 $0.0655 1.37%
2012-11-13 $0.0655 1.34%
2013-02-13 $0.0655 1.03%
2013-05-13 $0.0800 1.20%
2013-08-13 $0.0800 1.08%
2013-11-13 $0.0800 1.09%
2014-02-13 $0.0800 1.02%
2014-05-13 $0.0800 0.97%
2014-08-13 $0.0800 0.85%
2014-11-13 $0.0800 0.79%
2015-02-13 $0.0873 0.89%
2015-05-14 $0.0873 0.90%
2015-08-13 $0.0873 0.90%
2015-11-13 $0.0873 0.87%
2016-02-16 $0.0873 0.89%
2016-05-16 $0.0873 0.86%
2016-08-16 $0.0873 0.87%
2016-11-14 $0.0873 0.89%
2017-02-15 $0.0873 0.69%
2017-05-16 $0.1091 0.91%
2017-08-15 $0.1091 0.93%
2017-11-14 $0.1091 0.96%
2018-02-15 $0.1091 0.91%
2018-05-17 $0.1091 0.82%
2018-08-16 $0.1091 0.77%
2018-11-19 $0.1091 0.98%
2019-02-15 $0.1091 0.97%
2019-05-16 $0.1091 1.04%
2019-08-15 $0.1091 1.00%
2019-11-14 $0.1091 0.96%
2020-02-13 $0.1091 0.92%
2020-05-14 $0.1091 1.19%
2020-08-13 $0.1091 1.17%
2020-11-12 $0.1091 0.91%
2021-02-11 $0.1091 0.79%
2021-05-13 $0.1091 0.74%
2021-08-12 $0.1091 0.71%
2021-11-09 $0.1200 0.70%
2022-02-09 $0.1200 0.73%
2022-05-11 $0.1200 0.79%
2022-08-10 $0.1200 0.80%
2022-11-09 $0.1200 0.78%
2023-02-08 $0.1200 0.75%
2023-05-10 $0.1200 0.80%
2023-08-09 $0.1200 0.69%
2023-11-08 $0.1200 0.92%
2024-02-07 $0.1200 1.15%
2024-05-15 $0.1200 1.33%
2024-10-03 $0.0400 0.51%
Total 73 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 $74.67 $14.93 $0.12 4.0013
2021-11-09 $82.62 $16.52 $0.13 3.9500
2022-02-09 $83.10 $16.62 $0.13 4.0208
2022-05-11 $83.58 $16.71 $0.13 4.3756
2022-08-10 $84.10 $16.82 $0.13 4.4322
2022-11-09 $84.64 $16.93 $0.13 4.3878
2023-02-08 $85.16 $17.03 $0.14 4.2952
2023-05-10 $85.68 $17.14 $0.14 4.5421
2023-08-09 $86.22 $17.24 $0.14 3.9953
2023-11-08 $86.70 $17.34 $0.14 5.4505
2024-02-07 $87.35 $17.47 $0.14 7.1532
2024-05-15 $88.21 $17.64 $0.14 7.8255
2024-10-03 $29.72 $5.94 $0.05 3.3654
Total $1041.74 $208.35 $1.67 61.7948

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.

CVRX

CAGR -28.43% Total -80.75% Final $1,925
2021-06-30 — 2026-06-03
MLP

CAGR -0.29% Total -8.96% Final $9,104
1994-04-25 — 2026-06-03
UEIC

CAGR -2.25% Total -53.18% Final $4,682
1993-02-12 — 2026-06-03