USCB Financial Holdings, Inc. (USCB) Stock Total Returns
Growth of $10,000 chart
2021-07-23 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$18,497
Total Return
84.97%
CAGR
13.84%
Dividends
$681.33
Yield on Cost
6.81%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.45% |
| Median | +0.30% |
| Best | +41.16% |
| Worst | -22.06% |
| % of Windows Positive | 51.3% |
1-Year (252 Trading Days)
| Average | +12.47% |
| Median | +8.23% |
| Best | +88.97% |
| Worst | -35.80% |
| % of Windows Positive | 61.3% |
3-Year (756 Trading Days)
| Average | +38.94% |
| Median | +34.35% |
| Best | +113.83% |
| Worst | +7.65% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -44.24% |
| Average Drawdown | -17.63% |
| Drawdown Duration | 660 Trading Days |
| Sortino Ratio | 0.81 |
| Calmar Ratio | 0.31 |
| CVaR (5%) | -5.01% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +5.47% (+19.14% ann.) | +$546.74 | $67.86 | $13.57 | $0.11 |
| 2025 | +5.67% | +$567.26 | $226.87 | $45.38 | $0.36 |
| 2024 | +46.59% | +$4659.43 | $164.09 | $32.82 | $0.25 |
| 2023 | +0.41% | +$40.98 | $0.00 | $0.00 | $0.00 |
| 2022 | -12.89% | $1288.82 | $0.00 | $0.00 | $0.00 |
| 2021 partial | +29.44% (+79.56% ann.) | +$2943.62 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Reopening reflation / fiscal boom / supply bottlenecks partial | July 23, 2021 – November 29, 2021 | +37.43% | +146.02% | +$3743.07 | $0.00 | $0.00 | $0.00 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -10.73% | -11.36% | $1073.34 | $0.00 | $0.00 | $0.00 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +13.65% | +7.15% | +$1365.36 | $110.60 | $22.12 | $0.17 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | +28.63% | +17.18% | +$2863.19 | $377.06 | $75.41 | $0.60 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2024-02-14 | $0.0500 | 0.45% |
| 2024-05-14 | $0.0500 | 0.41% |
| 2024-08-15 | $0.0500 | 0.35% |
| 2024-11-15 | $0.0500 | 0.25% |
| 2025-02-14 | $0.1000 | 0.52% |
| 2025-05-15 | $0.1000 | 0.58% |
| 2025-08-15 | $0.1000 | 0.58% |
| 2025-11-14 | $0.1000 | 0.56% |
| 2026-02-17 | $0.1250 | 0.63% |
| Total | 9 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-07-23 to 2026-04-21. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2024-02-14 | $46.21 | $9.24 | $0.07 | 3.3602 |
| 2024-05-14 | $46.38 | $9.28 | $0.07 | 3.0729 |
| 2024-08-15 | $46.53 | $9.31 | $0.07 | 2.5102 |
| 2024-11-15 | $46.66 | $9.33 | $0.07 | 1.8767 |
| 2025-02-14 | $93.50 | $18.70 | $0.15 | 3.9964 |
| 2025-05-15 | $93.90 | $18.78 | $0.15 | 4.3412 |
| 2025-08-15 | $94.34 | $18.87 | $0.15 | 4.4806 |
| 2025-11-14 | $94.79 | $18.96 | $0.15 | 4.2828 |
| 2026-02-17 | $119.02 | $23.80 | $0.19 | 4.7822 |
| Total | $681.33 | $136.27 | $1.07 | 32.7032 |
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.