Stellar Bancorp, Inc. (STEL) Stock Total Returns

Growth of $10,000 chart

2021-04-14 to 2026-04-14
to
$
%
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Investment Performance

Final Value
$12,419
Total Return
24.19%
CAGR
4.43%
Dividends
$854.28
Yield on Cost
8.54%

Rolling Returns

1-Month (21 Trading Days)
Average+0.73%
Median-0.89%
Best+28.85%
Worst-18.75%
% of Windows Positive44.9%
1-Year (252 Trading Days)
Average+5.26%
Median+6.29%
Best+53.87%
Worst-36.64%
% of Windows Positive62.2%
3-Year (756 Trading Days)
Average+5.00%
Median+2.55%
Best+69.93%
Worst-28.88%
% of Windows Positive62.7%

Risk Metrics

Maximum Drawdown -42.02%
Average Drawdown -19.03%
Drawdown Duration 807 Trading Days
Sortino Ratio 0.44
Calmar Ratio 0.11
CVaR (5%) -4.08%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +21.42% (+97.69% ann.) +$2141.62 $48.48 $9.70 $0.07
2025 +10.84% +$1084.38 $202.30 $40.46 $0.33
2024 +3.55% +$355.10 $191.67 $38.34 $0.31
2023 -3.92% $392.45 $177.62 $35.53 $0.29
2022 +3.04% +$303.65 $180.26 $36.04 $0.30
2021 +15.36% +$1536.04 $204.95 $40.99 $0.34
2020 -16.68% $1668.18 $129.37 $25.88 $0.22
2019 +6.99% +$699.01 $136.59 $27.32 $0.23
2018 -0.38% $37.56 $67.55 $13.51 $0.12
2017 partial +3.45% (+27.48% ann.) +$344.80 $17.42 $3.48 $0.03

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Secular stagnation / QE / low inflation / duration bull partial November 8, 2017 – February 19, 2020 +2.26% +0.98% +$225.60 $228.07 $45.62 $0.39
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -47.14% -99.93% $4714.03 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +13.58% +22.74% +$1357.83 $177.75 $35.57 $0.30
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +39.29% +36.94% +$3929.20 $236.94 $47.39 $0.39
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 +24.77% +26.49% +$2477.46 $188.05 $37.61 $0.32
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -21.66% -12.34% $2165.68 $300.54 $60.11 $0.49
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +43.47% +25.87% +$4347.49 $325.41 $65.08 $0.53

Dividend History

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

Date Per Share Yield %
2017-12-29 $0.0500 0.17%
2018-03-29 $0.0500 0.17%
2018-06-29 $0.0500 0.15%
2018-09-28 $0.0500 0.14%
2018-12-31 $0.0500 0.17%
2019-03-29 $0.1000 0.31%
2019-06-28 $0.1000 0.35%
2019-09-30 $0.1000 0.35%
2019-12-31 $0.1000 0.32%
2020-03-31 $0.1000 0.57%
2020-06-30 $0.1000 0.49%
2020-09-30 $0.1000 0.61%
2020-12-31 $0.1000 0.39%
2021-03-31 $0.1300 0.42%
2021-06-30 $0.1300 0.47%
2021-09-30 $0.1300 0.48%
2021-12-31 $0.1300 0.45%
2022-03-31 $0.1300 0.42%
2022-06-28 $0.1300 0.48%
2022-09-28 $0.1300 0.43%
2022-12-14 $0.1300 0.44%
2023-03-14 $0.1300 0.50%
2023-06-14 $0.1300 0.50%
2023-09-14 $0.1300 0.61%
2023-12-14 $0.1300 0.47%
2024-03-15 $0.1300 0.56%
2024-06-14 $0.1300 0.59%
2024-09-13 $0.1300 0.50%
2024-12-13 $0.1400 0.45%
2025-03-17 $0.1400 0.51%
2025-06-16 $0.1400 0.52%
2025-09-15 $0.1400 0.45%
2025-12-15 $0.1500 0.46%
2026-03-16 $0.1500 0.42%
Total 34 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
2021-06-30 $39.91 $7.98 $0.07 1.1665
2021-09-30 $40.05 $8.01 $0.07 1.2122
2021-12-31 $40.21 $8.04 $0.07 1.1071
2022-03-31 $40.36 $8.07 $0.07 1.0393
2022-06-28 $40.49 $8.09 $0.07 1.2108
2022-09-28 $40.64 $8.13 $0.07 1.0503
2022-12-14 $40.78 $8.15 $0.07 1.1314
2023-03-14 $40.93 $8.19 $0.07 1.2574
2023-06-14 $41.09 $8.22 $0.07 1.3134
2023-09-14 $41.26 $8.26 $0.07 1.4969
2023-12-14 $41.46 $8.29 $0.07 1.1780
2024-03-15 $41.61 $8.32 $0.07 1.4132
2024-06-14 $41.80 $8.36 $0.07 1.5536
2024-09-13 $42.00 $8.40 $0.07 1.2526
2024-12-13 $45.40 $9.08 $0.08 1.1847
2025-03-17 $45.57 $9.11 $0.08 1.3264
2025-06-16 $45.76 $9.15 $0.08 1.3641
2025-09-15 $45.95 $9.19 $0.08 1.1864
2025-12-15 $49.41 $9.88 $0.08 1.2171
2026-03-16 $49.59 $9.92 $0.08 1.1140
Total $854.28 $170.86 $1.41 24.7754

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.

OII

CAGR 5.27% Total 1235.01% Final $133,501
1975-10-31 — 2026-04-14
YORW

CAGR 8.47% Total 795.41% Final $89,541
1999-05-03 — 2026-04-14
EVLV

CAGR -7.52% Total -35.25% Final $6,475
2020-09-22 — 2026-04-14