SmartFinancial, Inc. (SMBK) Stock Total Returns

Growth of $10,000 chart

2021-04-21 to 2026-04-21
to
$
%
%
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Investment Performance

Final Value
$18,690
Total Return
86.90%
CAGR
13.33%
Dividends
$671.41
Yield on Cost
6.71%

Rolling Returns

1-Month (21 Trading Days)
Average+1.32%
Median+0.44%
Best+28.88%
Worst-19.11%
% of Windows Positive52.2%
1-Year (252 Trading Days)
Average+12.64%
Median+7.00%
Best+74.81%
Worst-29.08%
% of Windows Positive65.7%
3-Year (756 Trading Days)
Average+31.51%
Median+31.64%
Best+95.82%
Worst-9.66%
% of Windows Positive91.4%

Risk Metrics

Maximum Drawdown -36.30%
Average Drawdown -11.80%
Drawdown Duration 454 Trading Days
Sortino Ratio 0.89
Calmar Ratio 0.37
CVaR (5%) -3.75%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +10.63% (+39.44% ann.) +$1063.24 $21.63 $4.32 $0.03
2025 +20.32% +$2031.56 $103.59 $20.72 $0.16
2024 +27.74% +$2774.02 $131.20 $26.24 $0.20
2023 -9.95% $994.72 $116.84 $23.37 $0.18
2022 +1.36% +$136.26 $102.68 $20.54 $0.16
2021 +52.04% +$5204.10 $132.73 $26.54 $0.21
2020 -22.51% $2251.38 $84.87 $16.97 $0.14
2019 +29.68% +$2967.97 $27.36 $5.47 $0.04
2018 -15.81% $1580.64 $0.00 $0.00 $0.00
2017 +16.92% +$1691.81 $0.00 $0.00 $0.00
2016 +15.35% +$1535.11 $0.00 $0.00 $0.00
2015 +21.53% +$2152.57 $0.00 $0.00 $0.00
2014 +39.66% +$3966.25 $0.00 $0.00 $0.00
2013 +3.49% +$349.34 $0.00 $0.00 $0.00
2012 +52.67% +$5266.69 $0.00 $0.00 $0.00
2011 -21.05% $2105.27 $0.00 $0.00 $0.00
2010 -9.52% $952.38 $0.00 $0.00 $0.00
2009 -58.40% $5840.12 $191.36 $38.27 $0.31
2008 -50.22% $5022.18 $259.70 $51.94 $0.42
2007 -33.03% $3302.93 $133.94 $26.79 $0.21
2006 +42.92% +$4291.86 $99.19 $19.84 $0.16
2005 +47.51% +$4751.49 $88.46 $17.69 $0.14
2004 +44.82% +$4482.13 $90.91 $18.18 $0.15
2003 partial +22.22% (+136.86% ann.) +$2222.22 $0.00 $0.00 $0.00

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
China-WTO / housing-credit / commodity boom partial October 7, 2003 – October 9, 2007 +171.46% +28.32% +$17146.33 $866.84 $173.38 $1.39
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -68.58% -55.93% $6857.59 $297.90 $59.58 $0.48
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 -46.56% -16.94% $4655.71 $279.07 $55.81 $0.46
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +189.56% +15.08% +$18955.66 $135.25 $27.05 $0.22
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -43.68% -99.86% $4368.24 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +11.86% +19.76% +$1185.92 $112.61 $22.52 $0.18
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +71.98% +67.26% +$7197.72 $157.99 $31.59 $0.25
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 +13.05% +13.91% +$1304.96 $81.99 $16.40 $0.13
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +0.23% +0.12% +$22.82 $212.22 $42.44 $0.33
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 21, 2026 +39.79% +23.49% +$3979.46 $163.20 $32.64 $0.25

Dividend History

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

Date Per Share Yield %
2004-12-22 $0.1961 0.63%
2005-06-16 $0.1569 0.44%
2005-12-15 $0.1176 0.26%
2006-03-13 $0.1176 0.23%
2006-06-08 $0.1176 0.25%
2006-09-13 $0.1176 0.23%
2006-12-13 $0.0980 0.16%
2007-03-14 $0.1961 0.33%
2007-06-14 $0.1961 0.34%
2007-09-14 $0.1961 0.43%
2007-12-12 $0.2745 0.64%
2008-03-12 $0.2745 0.79%
2008-06-11 $0.2745 0.88%
2008-09-18 $0.2745 1.12%
2008-12-17 $0.2745 1.22%
2009-03-11 $0.2745 1.94%
2009-06-10 $0.1176 0.50%
2019-11-20 $0.0500 0.22%
2020-02-06 $0.0500 0.23%
2020-05-07 $0.0500 0.37%
2020-08-06 $0.0500 0.35%
2020-11-06 $0.0500 0.33%
2021-02-11 $0.0600 0.29%
2021-05-06 $0.0600 0.25%
2021-08-05 $0.0600 0.25%
2021-11-10 $0.0600 0.22%
2022-02-10 $0.0700 0.27%
2022-05-12 $0.0700 0.29%
2022-08-11 $0.0700 0.27%
2022-11-10 $0.0700 0.24%
2023-02-09 $0.0800 0.29%
2023-05-11 $0.0800 0.39%
2023-08-10 $0.0800 0.32%
2023-11-10 $0.0800 0.38%
2024-02-01 $0.0800 0.34%
2024-05-09 $0.0800 0.36%
2024-08-09 $0.0800 0.30%
2024-11-12 $0.0800 0.22%
2025-01-31 $0.0800 0.23%
2025-05-02 $0.0800 0.26%
2025-08-08 $0.0800 0.24%
2025-11-17 $0.0800 0.22%
2026-02-13 $0.0800 0.19%
Total 43 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
2021-05-06 $26.26 $5.25 $0.04 0.8699
2021-08-05 $26.31 $5.26 $0.04 0.8498
2021-11-10 $26.36 $5.27 $0.04 0.7859
2022-02-10 $30.81 $6.16 $0.05 0.9396
2022-05-12 $30.88 $6.18 $0.05 1.0124
2022-08-11 $30.95 $6.19 $0.05 0.9459
2022-11-10 $31.02 $6.20 $0.05 0.8281
2023-02-09 $35.51 $7.10 $0.06 1.0458
2023-05-11 $35.60 $7.12 $0.06 1.4202
2023-08-10 $35.71 $7.14 $0.06 1.1646
2023-11-10 $35.80 $7.16 $0.06 1.3451
2024-02-01 $35.90 $7.18 $0.06 1.2514
2024-05-09 $36.01 $7.20 $0.06 1.2692
2024-08-09 $36.11 $7.22 $0.06 1.0830
2024-11-12 $36.20 $7.24 $0.06 0.7948
2025-01-31 $36.26 $7.26 $0.06 0.8210
2025-05-02 $36.32 $7.26 $0.06 0.9401
2025-08-08 $36.40 $7.28 $0.06 0.8746
2025-11-17 $36.47 $7.30 $0.06 0.8413
2026-02-13 $36.53 $7.30 $0.06 0.7034
Total $671.41 $134.28 $1.05 19.7860

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.

CCK

CAGR 8.64% Total 4451.82% Final $455,182
1980-03-17 — 2026-04-21
KOS

CAGR -11.89% Total -84.92% Final $1,508
2011-05-11 — 2026-04-21
SSD

CAGR 14.50% Total 7423.05% Final $752,305
1994-05-26 — 2026-04-21