Stellar Bancorp, Inc. (STEL) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$12,568
Total Return
25.68%
CAGR
4.68%
Dividends
$860.35
Yield on Cost
8.60%

Rolling Returns

1-Month (21 Trading Days)
Average+0.79%
Median-0.81%
Best+28.85%
Worst-18.75%
% of Windows Positive45.3%
1-Year (252 Trading Days)
Average+5.57%
Median+6.49%
Best+53.87%
Worst-36.64%
% of Windows Positive62.7%
3-Year (756 Trading Days)
Average+5.96%
Median+2.88%
Best+72.99%
Worst-26.54%
% of Windows Positive63.7%

Risk Metrics

Maximum Drawdown -42.02%
Average Drawdown -18.61%
Drawdown Duration 807 Trading Days
Sortino Ratio 0.45
Calmar Ratio 0.11
CVaR (5%) -4.08%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +22.00% (+92.38% ann.) +$2199.99 $48.48 $9.70 $0.07
2025 +10.84% +$1084.38 $202.30 $40.46 $0.33
2024 +3.55% +$355.10 $191.67 $38.34 $0.31
2023 -3.92% $392.45 $177.62 $35.53 $0.29
2022 +3.04% +$303.65 $180.26 $36.04 $0.30
2021 +15.36% +$1536.04 $204.95 $40.99 $0.34
2020 -16.68% $1668.18 $129.37 $25.88 $0.22
2019 +6.99% +$699.01 $136.59 $27.32 $0.23
2018 -0.38% $37.56 $67.55 $13.51 $0.12
2017 partial +3.45% (+27.48% ann.) +$344.80 $17.42 $3.48 $0.03

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Secular stagnation / QE / low inflation / duration bull partial November 8, 2017 – February 19, 2020 +2.26% +0.98% +$225.60 $228.07 $45.62 $0.39
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -47.14% -99.93% $4714.03 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +13.58% +22.74% +$1357.83 $177.75 $35.57 $0.30
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +39.29% +36.94% +$3929.20 $236.94 $47.39 $0.39
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 +24.77% +26.49% +$2477.46 $188.05 $37.61 $0.32
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -21.66% -12.34% $2165.68 $300.54 $60.11 $0.49
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 21, 2026 +44.16% +25.90% +$4416.47 $325.41 $65.08 $0.53

Dividend History

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

Date Per Share Yield %
2017-12-29 $0.0500 0.17%
2018-03-29 $0.0500 0.17%
2018-06-29 $0.0500 0.15%
2018-09-28 $0.0500 0.14%
2018-12-31 $0.0500 0.17%
2019-03-29 $0.1000 0.31%
2019-06-28 $0.1000 0.35%
2019-09-30 $0.1000 0.35%
2019-12-31 $0.1000 0.32%
2020-03-31 $0.1000 0.57%
2020-06-30 $0.1000 0.49%
2020-09-30 $0.1000 0.61%
2020-12-31 $0.1000 0.39%
2021-03-31 $0.1300 0.42%
2021-06-30 $0.1300 0.47%
2021-09-30 $0.1300 0.48%
2021-12-31 $0.1300 0.45%
2022-03-31 $0.1300 0.42%
2022-06-28 $0.1300 0.48%
2022-09-28 $0.1300 0.43%
2022-12-14 $0.1300 0.44%
2023-03-14 $0.1300 0.50%
2023-06-14 $0.1300 0.50%
2023-09-14 $0.1300 0.61%
2023-12-14 $0.1300 0.47%
2024-03-15 $0.1300 0.56%
2024-06-14 $0.1300 0.59%
2024-09-13 $0.1300 0.50%
2024-12-13 $0.1400 0.45%
2025-03-17 $0.1400 0.51%
2025-06-16 $0.1400 0.52%
2025-09-15 $0.1400 0.45%
2025-12-15 $0.1500 0.46%
2026-03-16 $0.1500 0.42%
Total 34 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
2021-06-30 $40.19 $8.04 $0.07 1.1748
2021-09-30 $40.33 $8.07 $0.07 1.2208
2021-12-31 $40.50 $8.10 $0.07 1.1149
2022-03-31 $40.64 $8.13 $0.07 1.0467
2022-06-28 $40.78 $8.15 $0.07 1.2194
2022-09-28 $40.93 $8.19 $0.07 1.0577
2022-12-14 $41.07 $8.21 $0.07 1.1395
2023-03-14 $41.22 $8.25 $0.07 1.2663
2023-06-14 $41.39 $8.28 $0.07 1.3228
2023-09-14 $41.56 $8.32 $0.07 1.5075
2023-12-14 $41.75 $8.35 $0.07 1.1864
2024-03-15 $41.91 $8.38 $0.07 1.4232
2024-06-14 $42.10 $8.42 $0.07 1.5646
2024-09-13 $42.29 $8.46 $0.07 1.2615
2024-12-13 $45.72 $9.14 $0.08 1.1931
2025-03-17 $45.90 $9.18 $0.08 1.3358
2025-06-16 $46.08 $9.21 $0.08 1.3738
2025-09-15 $46.27 $9.26 $0.08 1.1949
2025-12-15 $49.76 $9.95 $0.08 1.2258
2026-03-16 $49.94 $9.99 $0.08 1.1219
Total $860.35 $172.08 $1.42 24.9515

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.

OII

CAGR 5.38% Total 1305.24% Final $140,524
1975-10-31 — 2026-04-21
YORW

CAGR 8.26% Total 749.86% Final $84,986
1999-05-03 — 2026-04-21
EVLV

CAGR -6.65% Total -31.86% Final $6,814
2020-09-22 — 2026-04-21