Amerant Bancorp Inc. (AMTB) Stock Total Returns
Growth of $10,000 chart
2021-04-21 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$13,849
Total Return
38.49%
CAGR
6.73%
Dividends
$905.64
Yield on Cost
9.06%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.87% |
| Median | +0.00% |
| Best | +32.75% |
| Worst | -25.55% |
| % of Windows Positive | 50.0% |
1-Year (252 Trading Days)
| Average | -4.09% |
| Median | -4.98% |
| Best | +67.72% |
| Worst | -41.45% |
| % of Windows Positive | 39.6% |
3-Year (756 Trading Days)
| Average | -18.45% |
| Median | -20.98% |
| Best | +31.99% |
| Worst | -42.95% |
| % of Windows Positive | 14.8% |
Risk Metrics
| Maximum Drawdown | -54.29% |
| Average Drawdown | -30.00% |
| Drawdown Duration | 1057 Trading Days (Unrecovered) |
| Sortino Ratio | 0.52 |
| Calmar Ratio | 0.12 |
| CVaR (5%) | -5.17% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +21.15% (+87.99% ann.) | +$2114.53 | $46.13 | $9.22 | $0.07 |
| 2025 | -11.66% | $1165.83 | $161.46 | $32.29 | $0.26 |
| 2024 | -7.60% | $760.12 | $147.24 | $29.43 | $0.24 |
| 2023 | -7.15% | $714.96 | $134.79 | $26.97 | $0.22 |
| 2022 | -21.57% | $2157.20 | $104.56 | $20.91 | $0.17 |
| 2021 | +127.62% | +$12762.09 | $39.47 | $7.89 | $0.06 |
| 2020 | -30.24% | $3024.32 | $0.00 | $0.00 | $0.00 |
| 2019 | +67.49% | +$6748.63 | $0.00 | $0.00 | $0.00 |
| 2018 partial | -56.63% (-98.38% ann.) | $5663.33 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Secular stagnation / QE / low inflation / duration bull partial | October 18, 2018 – February 19, 2020 | -34.93% | -27.46% | $3493.33 | $0.00 | $0.00 | $0.00 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -22.33% | -94.41% | $2232.52 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | -33.44% | -48.06% | $3344.07 | $0.00 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +129.71% | +120.11% | +$12970.59 | $0.00 | $0.00 | $0.00 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +2.79% | +2.97% | +$279.09 | $117.58 | $23.52 | $0.19 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -25.22% | -14.51% | $2521.60 | $241.89 | $48.37 | $0.40 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | +9.34% | +5.79% | +$934.29 | $247.50 | $49.49 | $0.39 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2021-12-21 | $0.0600 | 0.17% |
| 2022-02-10 | $0.0900 | 0.26% |
| 2022-05-12 | $0.0900 | 0.33% |
| 2022-08-16 | $0.0900 | 0.31% |
| 2022-11-14 | $0.0900 | 0.30% |
| 2023-02-10 | $0.0900 | 0.31% |
| 2023-05-12 | $0.0900 | 0.55% |
| 2023-08-14 | $0.0900 | 0.45% |
| 2023-11-13 | $0.0900 | 0.47% |
| 2024-02-13 | $0.0900 | 0.39% |
| 2024-05-14 | $0.0900 | 0.39% |
| 2024-08-15 | $0.0900 | 0.46% |
| 2024-11-14 | $0.0900 | 0.37% |
| 2025-02-14 | $0.0900 | 0.38% |
| 2025-05-15 | $0.0900 | 0.49% |
| 2025-08-15 | $0.0900 | 0.44% |
| 2025-11-14 | $0.0900 | 0.51% |
| 2026-02-13 | $0.0900 | 0.40% |
| Total | 18 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-21 to 2026-04-21. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-12-21 | $33.35 | $6.67 | $0.05 | 0.7786 |
| 2022-02-10 | $50.09 | $10.02 | $0.08 | 1.1733 |
| 2022-05-12 | $50.21 | $10.04 | $0.08 | 1.4439 |
| 2022-08-16 | $50.33 | $10.07 | $0.08 | 1.3632 |
| 2022-11-14 | $50.46 | $10.09 | $0.08 | 1.3477 |
| 2023-02-10 | $50.58 | $10.12 | $0.08 | 1.3953 |
| 2023-05-12 | $50.69 | $10.14 | $0.08 | 2.4445 |
| 2023-08-14 | $50.93 | $10.19 | $0.08 | 2.0461 |
| 2023-11-13 | $51.11 | $10.22 | $0.08 | 2.1431 |
| 2024-02-13 | $51.30 | $10.26 | $0.08 | 1.9032 |
| 2024-05-14 | $51.48 | $10.29 | $0.08 | 1.7706 |
| 2024-08-15 | $51.63 | $10.32 | $0.08 | 2.0387 |
| 2024-11-14 | $51.81 | $10.36 | $0.08 | 1.7237 |
| 2025-02-14 | $51.96 | $10.39 | $0.08 | 1.7397 |
| 2025-05-15 | $52.13 | $10.42 | $0.08 | 2.2791 |
| 2025-08-15 | $52.33 | $10.47 | $0.08 | 2.1048 |
| 2025-11-14 | $52.51 | $10.51 | $0.08 | 2.3825 |
| 2026-02-13 | $52.73 | $10.54 | $0.08 | 1.8763 |
| Total | $905.64 | $181.12 | $1.47 | 31.9544 |
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.