South Plains Financial, Inc. (SPFI) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$22,014
Total Return
120.14%
CAGR
17.10%
Dividends
$1,268.24
Yield on Cost
12.68%

Rolling Returns

1-Month (21 Trading Days)
Average+1.46%
Median+0.92%
Best+29.46%
Worst-20.21%
% of Windows Positive55.9%
1-Year (252 Trading Days)
Average+14.27%
Median+16.87%
Best+57.13%
Worst-24.00%
% of Windows Positive76.8%
3-Year (756 Trading Days)
Average+45.48%
Median+44.95%
Best+120.85%
Worst+9.32%
% of Windows Positive100.0%

Risk Metrics

Maximum Drawdown -38.73%
Average Drawdown -10.25%
Drawdown Duration 419 Trading Days
Sortino Ratio 1.09
Calmar Ratio 0.44
CVaR (5%) -3.57%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +11.99% (+45.16% ann.) +$1199.06 $43.82 $8.76 $0.07
2025 +13.19% +$1318.82 $179.36 $35.87 $0.29
2024 +21.79% +$2178.51 $194.53 $38.91 $0.30
2023 +6.95% +$695.08 $190.07 $38.02 $0.30
2022 +0.32% +$32.48 $166.27 $33.25 $0.26
2021 +48.29% +$4829.38 $158.97 $31.80 $0.25
2020 -8.49% $849.40 $67.27 $13.46 $0.12
2019 partial +18.17% (+29.49% ann.) +$1817.13 $33.90 $6.78 $0.06

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Secular stagnation / QE / low inflation / duration bull partial May 9, 2019 – February 19, 2020 +17.96% +23.49% +$1796.41 $50.89 $10.18 $0.09
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -35.12% -99.28% $3511.96 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +2.33% +3.77% +$232.84 $72.92 $14.58 $0.13
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +56.03% +52.51% +$5602.67 $183.13 $36.64 $0.29
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 +23.32% +24.92% +$2331.68 $184.96 $36.99 $0.29
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +9.34% +4.94% +$934.39 $298.22 $59.65 $0.47
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 21, 2026 +30.97% +18.52% +$3096.87 $281.00 $56.20 $0.45

Dividend History

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

Date Per Share Yield %
2019-07-23 $0.0300 0.17%
2019-10-25 $0.0300 0.17%
2020-01-24 $0.0300 0.14%
2020-04-24 $0.0300 0.26%
2020-07-24 $0.0300 0.23%
2020-10-30 $0.0500 0.34%
2021-01-29 $0.0500 0.26%
2021-04-30 $0.0700 0.31%
2021-07-30 $0.0900 0.38%
2021-10-29 $0.0900 0.34%
2022-01-28 $0.1100 0.39%
2022-04-29 $0.1100 0.44%
2022-07-29 $0.1200 0.46%
2022-10-28 $0.1200 0.39%
2023-01-27 $0.1300 0.47%
2023-04-28 $0.1300 0.63%
2023-07-28 $0.1300 0.50%
2023-10-27 $0.1300 0.49%
2024-01-26 $0.1300 0.46%
2024-04-26 $0.1400 0.53%
2024-07-29 $0.1400 0.42%
2024-10-28 $0.1500 0.45%
2025-02-03 $0.1500 0.42%
2025-04-28 $0.1500 0.44%
2025-07-28 $0.1600 0.41%
2025-10-27 $0.1600 0.42%
2026-02-02 $0.1700 0.41%
Total 27 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
2021-04-30 $33.18 $6.64 $0.05 1.1597
2021-07-30 $42.76 $8.55 $0.07 1.4843
2021-10-29 $42.89 $8.58 $0.07 1.3141
2022-01-28 $52.57 $10.52 $0.08 1.4578
2022-04-29 $52.73 $10.54 $0.08 1.7432
2022-07-29 $57.73 $11.55 $0.09 1.7446
2022-10-28 $57.94 $11.59 $0.09 1.4832
2023-01-27 $62.96 $12.59 $0.10 1.7845
2023-04-28 $63.20 $12.64 $0.10 2.4576
2023-07-28 $63.51 $12.71 $0.10 1.8907
2023-10-27 $63.76 $12.76 $0.10 1.9541
2024-01-26 $64.02 $12.80 $0.10 1.7933
2024-04-26 $69.19 $13.84 $0.11 2.1303
2024-07-29 $69.49 $13.90 $0.11 1.7028
2024-10-28 $74.71 $14.94 $0.12 1.7273
2025-02-03 $74.96 $14.99 $0.12 1.6955
2025-04-28 $75.22 $15.04 $0.12 1.7752
2025-07-28 $80.52 $16.10 $0.13 1.6492
2025-10-27 $80.78 $16.15 $0.13 1.7441
2026-02-02 $86.13 $17.22 $0.14 1.6066
Total $1268.24 $253.65 $2.01 34.2980

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.

DFIN

CAGR 9.00% Total 128.04% Final $22,804
2016-09-26 — 2026-04-21
MVIS

CAGR -13.11% Total -98.45% Final $155.00
1996-08-27 — 2026-04-21
VG

CAGR -42.22% Total -49.28% Final $5,072
2025-01-24 — 2026-04-21