CoastalSouth Bancshares, Inc. (COSO) Stock Total Returns

Growth of $10,000 chart

2025-05-08 to 2026-04-21
to
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Investment Performance

Final Value
$11,971
Total Return
19.71%
CAGR
20.79%
Dividends
$23.92
Yield on Cost
0.24%

Rolling Returns

1-Month (21 Trading Days)
Average+2.17%
Median+1.24%
Best+16.83%
Worst-9.93%
% of Windows Positive59.2%
1-Year (252 Trading Days)
3-Year (756 Trading Days)

Risk Metrics

Maximum Drawdown -11.65%
Average Drawdown -4.68%
Drawdown Duration 58 Trading Days
Sortino Ratio 1.32
Calmar Ratio 1.78
CVaR (5%) -3.89%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +7.61% (+27.31% ann.) +$761.34 $21.50 $4.30 $0.04
2025 partial +11.24% (+17.85% ann.) +$1124.40 $0.00 $0.00 $0.00

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Disinflationary easing / resilient growth / AI capex under oil-shock test partial May 8, 2025 – April 21, 2026 +19.71% +20.79% +$1971.35 $23.92 $4.78 $0.04

Dividend History

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

Date Per Share Yield %
2026-02-12 $0.0500 0.20%
Total 1 payments

Portfolio Dividend Returns

Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2025-05-08 to 2026-04-21. Change
Date Total Yield Tax Trans. Cost Shares Bought
2026-02-12 $23.92 $4.78 $0.04 0.7683
Total $23.92 $4.78 $0.04 0.7683

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.

JCAP

CAGR 16.68% Total 13.46% Final $11,346
2025-06-26 — 2026-04-21
SLND

CAGR -40.00% Total -89.03% Final $1,097
2021-12-23 — 2026-04-21
BWB

CAGR 4.90% Total 47.39% Final $14,739
2018-03-14 — 2026-04-21