FirstSun Capital Bancorp (FSUN) Stock Total Returns

Growth of $10,000 chart

2022-08-03 to 2026-04-21
to
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Investment Performance

Final Value
$15,879
Total Return
58.79%
CAGR
13.25%
Dividends
$0.00
Yield on Cost
0.00%

Rolling Returns

1-Month (21 Trading Days)
Average+0.88%
Median+0.57%
Best+29.05%
Worst-22.46%
% of Windows Positive51.8%
1-Year (252 Trading Days)
Average+8.77%
Median+3.32%
Best+47.24%
Worst-17.48%
% of Windows Positive57.9%
3-Year (756 Trading Days)

Risk Metrics

Maximum Drawdown -34.87%
Average Drawdown -13.18%
Drawdown Duration 421 Trading Days
Sortino Ratio 0.86
Calmar Ratio 0.38
CVaR (5%) -4.25%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +1.26% (+4.21% ann.) +$126.21 $0.00 $0.00 $0.00
2025 -6.03% $603.00 $0.00 $0.00 $0.00
2024 +17.79% +$1779.41 $0.00 $0.00 $0.00
2023 -6.72% $672.15 $0.00 $0.00 $0.00
2022 partial +51.88% (+178.54% ann.) +$5187.50 $0.00 $0.00 $0.00

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Inflation shock / duration crash / aggressive tightening partial August 3, 2022 – November 9, 2022 +43.33% +282.57% +$4333.33 $0.00 $0.00 $0.00
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +21.77% +11.21% +$2177.14 $0.00 $0.00 $0.00
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 21, 2026 -10.54% -6.77% $1053.99 $0.00 $0.00 $0.00

Dividend History

Date Per Share Yield %
Total 0 payments
No dividends recorded.

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.

IDR

CAGR 11.14% Total 1538.66% Final $163,866
1999-10-27 — 2026-04-21
SAMG

CAGR 4.32% Total 72.03% Final $17,203
2013-06-27 — 2026-04-21
BH

CAGR 11.07% Total 12566.19% Final $1,266,619
1980-03-17 — 2026-04-21