Preferred Bank (PFBC) Stock Total Returns
Growth of $10,000 chart
2021-04-21 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$16,384
Total Return
63.84%
CAGR
10.38%
Dividends
$1,976.11
Yield on Cost
19.76%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.08% |
| Median | +0.75% |
| Best | +26.52% |
| Worst | -25.21% |
| % of Windows Positive | 54.5% |
1-Year (252 Trading Days)
| Average | +12.12% |
| Median | +10.49% |
| Best | +84.72% |
| Worst | -33.80% |
| % of Windows Positive | 73.0% |
3-Year (756 Trading Days)
| Average | +37.59% |
| Median | +37.13% |
| Best | +107.02% |
| Worst | +7.12% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -44.13% |
| Average Drawdown | -10.83% |
| Drawdown Duration | 555 Trading Days |
| Sortino Ratio | 0.72 |
| Calmar Ratio | 0.24 |
| CVaR (5%) | -3.92% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +0.96% (+3.18% ann.) | +$95.63 | $170.01 | $34.00 | $0.27 |
| 2025 | +12.46% | +$1246.41 | $351.18 | $70.23 | $0.56 |
| 2024 | +21.83% | +$2183.45 | $387.75 | $77.55 | $0.62 |
| 2023 | +0.81% | +$81.47 | $298.03 | $59.61 | $0.48 |
| 2022 | +5.96% | +$596.30 | $241.26 | $48.25 | $0.38 |
| 2021 | +44.91% | +$4491.08 | $287.43 | $57.48 | $0.45 |
| 2020 | -13.93% | $1393.00 | $201.35 | $40.27 | $0.32 |
| 2019 | +41.40% | +$4140.35 | $278.99 | $55.80 | $0.45 |
| 2018 | -25.37% | $2536.57 | $160.64 | $32.13 | $0.25 |
| 2017 | +13.40% | +$1340.05 | $145.62 | $29.12 | $0.23 |
| 2016 | +61.18% | +$6117.57 | $182.78 | $36.56 | $0.31 |
| 2015 | +19.90% | +$1989.50 | $165.75 | $33.15 | $0.28 |
| 2014 | +39.57% | +$3957.14 | $49.86 | $9.98 | $0.08 |
| 2013 | +41.20% | +$4119.71 | $0.00 | $0.00 | $0.00 |
| 2012 | +90.60% | +$9060.40 | $0.00 | $0.00 | $0.00 |
| 2011 | -15.34% | $1534.11 | $0.00 | $0.00 | $0.00 |
| 2010 | -2.22% | $222.18 | $0.00 | $0.00 | $0.00 |
| 2009 | -69.70% | $6970.44 | $133.34 | $26.66 | $0.21 |
| 2008 | -76.12% | $7611.82 | $182.28 | $36.45 | $0.29 |
| 2007 | -34.11% | $3411.12 | $156.33 | $31.27 | $0.25 |
| 2006 | +36.67% | +$3666.53 | $180.63 | $36.12 | $0.28 |
| 2005 | +105.33% | +$10532.74 | $292.87 | $58.58 | $0.46 |
| 2004 | +24.88% | +$2488.35 | $333.33 | $66.66 | $0.53 |
| 2003 | +23.41% | +$2340.95 | $162.71 | $32.54 | $0.26 |
| 2002 | +11.59% | +$1158.55 | $281.48 | $56.29 | $0.45 |
| 2001 | -6.53% | $652.60 | $257.63 | $51.52 | $0.42 |
| 2000 | -13.24% | $1323.53 | $0.00 | $0.00 | $0.00 |
| 1999 partial | -6.21% (-16.03% ann.) | $620.69 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania partial | August 19, 1999 – March 10, 2000 | -17.24% | -28.74% | $1724.14 | $0.00 | $0.00 | $0.00 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +3.61% | +1.39% | +$360.81 | $512.07 | $102.41 | $0.82 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +337.41% | +34.36% | +$33741.37 | $2066.86 | $413.37 | $3.28 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -86.13% | -75.30% | $8612.71 | $180.41 | $36.08 | $0.29 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | -59.82% | -23.67% | $5981.61 | $0.00 | $0.00 | $0.00 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +497.96% | +26.66% | +$49795.99 | $4091.41 | $818.34 | $6.57 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -50.01% | -99.96% | $5000.81 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +7.81% | +12.86% | +$780.92 | $280.31 | $56.06 | $0.44 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +82.50% | +76.95% | +$8249.71 | $379.25 | $75.85 | $0.60 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +12.15% | +12.94% | +$1214.62 | $254.14 | $50.83 | $0.40 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +12.07% | +6.34% | +$1207.12 | $578.84 | $115.76 | $0.93 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | +21.72% | +13.18% | +$2171.85 | $667.73 | $133.55 | $1.07 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2001-05-23 | $1.2667 | 2.67% |
| 2002-04-26 | $1.2667 | 2.67% |
| 2003-04-29 | $0.8000 | 1.41% |
| 2004-04-28 | $2.0000 | 2.73% |
| 2005-01-28 | $0.5000 | 0.68% |
| 2005-04-25 | $0.5000 | 0.39% |
| 2005-07-28 | $0.5667 | 0.41% |
| 2005-10-31 | $0.5667 | 0.41% |
| 2006-02-08 | $0.6667 | 0.42% |
| 2006-05-04 | $0.6667 | 0.39% |
| 2006-08-03 | $0.6667 | 0.35% |
| 2006-11-03 | $0.6667 | 0.35% |
| 2007-02-16 | $0.5667 | 0.27% |
| 2007-05-04 | $0.8500 | 0.45% |
| 2007-08-03 | $0.8500 | 0.43% |
| 2007-11-02 | $0.8500 | 0.62% |
| 2008-02-01 | $0.8500 | 0.77% |
| 2008-05-02 | $0.5000 | 0.86% |
| 2008-08-01 | $0.5000 | 1.44% |
| 2008-11-06 | $0.5000 | 1.43% |
| 2009-02-10 | $0.4000 | 1.20% |
| 2014-10-02 | $0.1000 | 0.45% |
| 2015-01-02 | $0.1000 | 0.36% |
| 2015-04-02 | $0.1200 | 0.43% |
| 2015-07-02 | $0.1200 | 0.40% |
| 2015-10-02 | $0.1200 | 0.38% |
| 2016-01-05 | $0.1500 | 0.46% |
| 2016-04-05 | $0.1500 | 0.50% |
| 2016-07-05 | $0.1500 | 0.50% |
| 2016-10-05 | $0.1500 | 0.43% |
| 2017-01-04 | $0.1800 | 0.35% |
| 2017-04-05 | $0.1800 | 0.34% |
| 2017-07-05 | $0.2000 | 0.37% |
| 2017-10-05 | $0.2000 | 0.34% |
| 2018-01-05 | $0.2200 | 0.37% |
| 2018-04-06 | $0.2200 | 0.34% |
| 2018-07-05 | $0.2500 | 0.37% |
| 2018-10-04 | $0.2500 | 0.42% |
| 2019-01-07 | $0.3000 | 0.66% |
| 2019-04-05 | $0.3000 | 0.63% |
| 2019-07-05 | $0.3000 | 0.63% |
| 2019-10-04 | $0.3000 | 0.57% |
| 2020-01-06 | $0.3000 | 0.50% |
| 2020-04-06 | $0.3000 | 0.94% |
| 2020-07-06 | $0.3000 | 0.74% |
| 2020-10-06 | $0.3000 | 0.89% |
| 2021-01-06 | $0.3000 | 0.61% |
| 2021-04-06 | $0.3800 | 0.58% |
| 2021-07-06 | $0.3800 | 0.60% |
| 2021-10-06 | $0.3800 | 0.56% |
| 2022-01-06 | $0.4300 | 0.57% |
| 2022-04-06 | $0.4300 | 0.59% |
| 2022-07-06 | $0.4300 | 0.62% |
| 2022-10-06 | $0.4300 | 0.64% |
| 2023-01-05 | $0.5500 | 0.75% |
| 2023-04-05 | $0.5500 | 1.04% |
| 2023-07-06 | $0.5500 | 0.98% |
| 2023-10-05 | $0.5500 | 0.88% |
| 2024-01-05 | $0.7000 | 0.96% |
| 2024-04-04 | $0.7000 | 0.93% |
| 2024-07-05 | $0.7000 | 0.94% |
| 2024-10-07 | $0.7000 | 0.88% |
| 2025-01-10 | $0.7500 | 0.88% |
| 2025-04-07 | $0.7500 | 0.99% |
| 2025-07-08 | $0.7500 | 0.82% |
| 2025-10-07 | $0.7500 | 0.82% |
| 2026-01-06 | $0.8000 | 0.83% |
| 2026-04-07 | $0.8000 | 0.87% |
| Total | 68 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 |
|---|---|---|---|---|
| 2021-07-06 | $58.14 | $11.63 | $0.09 | 0.7597 |
| 2021-10-06 | $58.43 | $11.68 | $0.09 | 0.6818 |
| 2022-01-06 | $66.41 | $13.28 | $0.11 | 0.6786 |
| 2022-04-06 | $66.70 | $13.34 | $0.11 | 0.7501 |
| 2022-07-06 | $67.02 | $13.41 | $0.11 | 0.7725 |
| 2022-10-06 | $67.36 | $13.47 | $0.11 | 0.8016 |
| 2023-01-05 | $86.59 | $17.32 | $0.14 | 0.9706 |
| 2023-04-05 | $87.13 | $17.43 | $0.14 | 1.3296 |
| 2023-07-06 | $87.86 | $17.57 | $0.14 | 1.2698 |
| 2023-10-05 | $88.56 | $17.71 | $0.14 | 1.1241 |
| 2024-01-05 | $113.50 | $22.70 | $0.18 | 1.2697 |
| 2024-04-04 | $114.38 | $22.87 | $0.18 | 1.2260 |
| 2024-07-05 | $115.24 | $23.05 | $0.18 | 1.2604 |
| 2024-10-07 | $116.13 | $23.23 | $0.18 | 1.1618 |
| 2025-01-10 | $125.29 | $25.06 | $0.20 | 1.2286 |
| 2025-04-07 | $126.21 | $25.24 | $0.20 | 1.3379 |
| 2025-07-08 | $127.22 | $25.44 | $0.20 | 1.1081 |
| 2025-10-07 | $128.04 | $25.61 | $0.20 | 1.1311 |
| 2026-01-06 | $137.49 | $27.50 | $0.22 | 1.1538 |
| 2026-04-07 | $138.41 | $27.68 | $0.22 | 1.2093 |
| Total | $1976.11 | $395.22 | $3.16 | 21.2251 |
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.