Performance analysis of SB Financial Group (SBFG)
Annual Return
Over the past 3 years, SBFG has had an average annual return of +30.05%, outperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, SBFG has had an average annual return of +12.33%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, SBFG has had an average annual return of +12.62%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 1, 1999, SBFG has had an average annual return of +5.29%, underperforming the benchmark SPY, which returned +8.49% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +24.51% | +9.60% | +41.17% | -5.96% | -7.02% | +10.20% | -4.74% | +22.18% | -9.51% | +17.06% | +47.21% | +20.76% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +21.57% | +22.77% | +147.54% | -33.75% | -41.96% | -5.78% | -36.94% | +18.46% | -6.96% | -13.97% | +0.35% | +49.26% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -30.82% | +21.14% | -10.88% | +8.86% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.52% | -8.39% | +1.16% | -0.76% | +4.43% | +16.99% | +8.11% | +24.51% | |||||
| 2025 | +6.98% | -4.73% | -1.70% | -6.63% | +0.57% | -1.55% | -1.52% | +12.45% | -8.14% | +1.40% | +10.21% | +4.09% | +9.60% |
| 2024 | -0.19% | -8.48% | -0.86% | -2.90% | +3.59% | +2.04% | +19.36% | -1.87% | +26.52% | -6.57% | +13.89% | -3.69% | +41.17% |
| 2023 | -3.60% | +3.70% | -15.99% | +0.50% | -10.87% | +0.80% | +8.95% | +5.71% | -6.25% | +4.37% | -2.50% | +12.87% | -5.96% |
| 2022 | +2.87% | -0.83% | +4.79% | -4.57% | -3.55% | -5.18% | -0.15% | +1.56% | -3.05% | -0.59% | -0.75% | +2.73% | -7.02% |
| 2021 | -5.47% | +0.63% | +5.61% | -2.19% | +11.53% | -6.57% | -0.65% | +0.02% | -0.48% | +2.85% | -0.16% | +5.98% | +10.20% |
| 2020 | -2.79% | -1.62% | -40.66% | +30.40% | +7.33% | +7.50% | -25.27% | +12.29% | -2.53% | +13.72% | +12.35% | +6.78% | -4.74% |
| 2019 | +12.46% | +1.56% | -3.64% | +1.55% | -2.86% | -6.95% | +0.61% | -1.75% | +3.33% | +1.20% | +9.04% | +7.30% | +22.18% |
| 2018 | +2.16% | -1.45% | -0.16% | +2.11% | -0.80% | +8.83% | -2.56% | +3.19% | -0% | -10.91% | -0.14% | -8.71% | -9.51% |
| 2017 | +10.59% | +1.48% | -6.85% | +3.46% | +0.04% | -2.07% | +2.43% | -4.11% | +3.94% | +2.56% | -0.66% | +6.21% | +17.06% |
Drawdown analysis of SB Financial Group (SBFG)
The maximum drawdown for the SBFG was -81.91%, occurring on Nov 12, 2010. Recovery took 1470 trading sessions.
The current SBFG drawdown is -1.23%.
Since Nov 1, 1999 SBFG has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 4 times
- 30% or more: 4 times
- 20% or more: 6 times
- 10% or more: 13 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -81.91% | Mar 1, 2004 | 1690 | Nov 12, 2010 | 1470 | Sep 16, 2016 | 3160 |
| -49.65% | Feb 11, 2020 | 28 | Mar 23, 2020 | 293 | May 20, 2021 | 321 |
| -41.26% | Aug 10, 2001 | 226 | Jul 11, 2002 | 394 | Feb 3, 2004 | 620 |
| -40.65% | Mar 22, 2022 | 286 | May 11, 2023 | 342 | Sep 20, 2024 | 628 |
| -27.79% | Feb 7, 2025 | 89 | Jun 17, 2025 | 123 | Dec 11, 2025 | 212 |
| -21.28% | Sep 10, 2018 | 75 | Dec 27, 2018 | 279 | Feb 6, 2020 | 354 |
| -16.38% | Dec 14, 1999 | 234 | Nov 15, 2000 | 108 | Apr 24, 2001 | 342 |
| -15.64% | Dec 15, 2025 | 60 | Mar 13, 2026 | 70 | Jun 24, 2026 | 130 |
| -14.24% | Feb 3, 2017 | 33 | Mar 23, 2017 | 198 | Jan 4, 2018 | 231 |
| -14.13% | Dec 18, 2024 | 15 | Jan 13, 2025 | 15 | Feb 4, 2025 | 30 |
| -13.13% | Dec 21, 2016 | 17 | Jan 18, 2017 | 4 | Jan 24, 2017 | 21 |
| -12.41% | Oct 1, 2024 | 25 | Nov 5, 2024 | 10 | Nov 19, 2024 | 35 |
| -11.90% | May 27, 2021 | 28 | Jul 8, 2021 | 132 | Jan 13, 2022 | 160 |
| -7.95% | Apr 24, 2001 | 1 | Apr 25, 2001 | 43 | Jun 26, 2001 | 44 |
| -7.58% | Jan 26, 2022 | 33 | Mar 15, 2022 | 3 | Mar 18, 2022 | 36 |
| -7.37% | Jan 26, 2018 | 6 | Feb 5, 2018 | 11 | Feb 21, 2018 | 17 |
| -7.07% | Nov 25, 2016 | 5 | Dec 2, 2016 | 2 | Dec 6, 2016 | 7 |
| -6.80% | Feb 26, 2018 | 3 | Mar 1, 2018 | 68 | Jun 7, 2018 | 71 |
| -5.71% | Jun 26, 2001 | 2 | Jun 28, 2001 | 29 | Aug 9, 2001 | 31 |
| -5.66% | Feb 3, 2004 | 3 | Feb 6, 2004 | 4 | Feb 12, 2004 | 7 |
| -5.62% | Dec 6, 2016 | 3 | Dec 9, 2016 | 7 | Dec 20, 2016 | 10 |
| -5.55% | Jul 2, 2018 | 23 | Aug 3, 2018 | 20 | Aug 31, 2018 | 43 |
| -4.73% | Nov 2, 1999 | 1 | Nov 3, 1999 | 5 | Nov 10, 1999 | 6 |
| -4.54% | Nov 30, 1999 | 2 | Dec 2, 1999 | 7 | Dec 13, 1999 | 9 |
| -4.46% | Sep 16, 2016 | 4 | Sep 22, 2016 | 2 | Sep 26, 2016 | 6 |