Performance analysis of Southside Bancshares (SBSI)
Annual Return
Over the past 3 years, SBSI has had an average annual return of +8.85%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, SBSI has had an average annual return of -1.61%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, SBSI has had an average annual return of +4.81%, underperforming the benchmark SPY, which returned +15.45% annual.
Since Nov 1, 1999, SBSI has had an average annual return of +13.55%, outperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +6.72% | +0.50% | +6.25% | -8.91% | -10.84% | +39.55% | -12.82% | +21.33% | -2.44% | -5.50% | +70.37% | -9.59% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +20.38% | +48.65% | +11.16% | +18.38% | +22.54% | -4.54% | +30.18% | -10.21% | +35.85% | -4.86% | +32.80% | +33.93% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +26.69% | +67.04% | +4.10% | -7.02% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.92% | -1.62% | -0.73% | +6.24% | +0.29% | -3.17% | +6.72% | ||||||
| 2025 | -1.04% | -1.02% | -5.82% | -2.66% | +1.28% | +4.40% | +0.03% | +7.40% | -9.57% | -0.46% | +5.63% | +3.61% | +0.50% |
| 2024 | -0.06% | -7.31% | +1.99% | -8.79% | +1.89% | +2.98% | +26.73% | -1.08% | -2.34% | -3.08% | +9.51% | -9.57% | +6.25% |
| 2023 | +5.25% | +1.72% | -13.07% | -4.43% | -15.44% | -1.28% | +26.95% | -8.34% | -4.65% | -6.97% | +4.09% | +14.18% | -8.91% |
| 2022 | +0.19% | +0.29% | -2.06% | -4.02% | +3.81% | -7.22% | +6.73% | -4.88% | -6.16% | -3.17% | +7.26% | -0.96% | -10.84% |
| 2021 | +1.10% | +11.27% | +11.36% | +4.26% | +7.54% | -10.76% | -5.73% | +5.52% | +1.59% | +7.91% | -0.51% | +2.63% | +39.55% |
| 2020 | -5.55% | -7.36% | -5.68% | +0.07% | -6.21% | -1.70% | -0.07% | +0.57% | -11.34% | +10.36% | +10.33% | +5.54% | -12.82% |
| 2019 | +3.91% | +6.14% | -4.29% | +5.72% | -6.45% | -0.58% | +6.92% | -3.99% | +3.58% | +1% | +2.91% | +5.78% | +21.33% |
| 2018 | +1.93% | -1.92% | +4.01% | +0.26% | -1.09% | -1.38% | +1.81% | +4.68% | -2.25% | -8.97% | +8.74% | -6.97% | -2.44% |
| 2017 | -9.32% | +3.86% | -4.71% | +3.43% | -3.19% | +7.31% | -0.60% | -5.14% | +11.29% | -2.61% | +3.07% | -6.96% | -5.50% |
Drawdown analysis of Southside Bancshares (SBSI)
The maximum drawdown for the SBSI was -46.13%, occurring on Mar 9, 2009. Recovery took 58 trading sessions.
The current SBSI drawdown is -13.26%.
Since Nov 1, 1999 SBSI has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 5 times
- 20% or more: 9 times
- 10% or more: 21 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -46.13% | Sep 26, 2008 | 111 | Mar 9, 2009 | 58 | Jun 1, 2009 | 169 |
| -39.21% | Jan 14, 2022 | 368 | Jul 6, 2023 | Ongoing | Ongoing | Ongoing |
| -37.97% | Apr 8, 2008 | 64 | Jul 9, 2008 | 50 | Sep 18, 2008 | 114 |
| -37.31% | Aug 29, 2014 | 352 | Jan 25, 2016 | 85 | May 25, 2016 | 437 |
| -35.22% | Dec 18, 2019 | 192 | Sep 23, 2020 | 110 | Mar 3, 2021 | 302 |
| -28.01% | Dec 1, 2004 | 218 | Oct 12, 2005 | 181 | Jul 3, 2006 | 399 |
| -27.36% | Aug 10, 2009 | 116 | Jan 26, 2010 | 273 | Feb 24, 2011 | 389 |
| -25.62% | Nov 8, 1999 | 189 | Aug 8, 2000 | 123 | Feb 2, 2001 | 312 |
| -23.42% | Nov 16, 2006 | 256 | Nov 26, 2007 | 81 | Mar 25, 2008 | 337 |
| -19.09% | Sep 11, 2018 | 31 | Oct 24, 2018 | 280 | Dec 5, 2019 | 311 |
| -19.00% | Jun 1, 2021 | 38 | Jul 26, 2021 | 73 | Nov 5, 2021 | 111 |
| -18.78% | Jun 2, 2009 | 27 | Jul 10, 2009 | 21 | Aug 10, 2009 | 48 |
| -17.81% | Apr 28, 2011 | 109 | Oct 3, 2011 | 41 | Nov 30, 2011 | 150 |
| -17.69% | Apr 23, 2014 | 16 | May 15, 2014 | 68 | Aug 21, 2014 | 84 |
| -16.77% | Jun 4, 2002 | 34 | Jul 23, 2002 | 119 | Jan 10, 2003 | 153 |
| -16.58% | Dec 8, 2016 | 86 | Apr 13, 2017 | 118 | Oct 2, 2017 | 204 |
| -14.73% | Jun 24, 2003 | 88 | Oct 28, 2003 | 39 | Dec 23, 2003 | 127 |
| -11.92% | Jul 27, 2012 | 70 | Nov 7, 2012 | 113 | Apr 23, 2013 | 183 |
| -11.83% | Nov 29, 2013 | 48 | Feb 10, 2014 | 2 | Feb 12, 2014 | 50 |
| -11.77% | Nov 29, 2017 | 106 | May 3, 2018 | 77 | Aug 22, 2018 | 183 |
| -10.30% | Nov 11, 2021 | 26 | Dec 20, 2021 | 18 | Jan 14, 2022 | 44 |
| -9.52% | Jun 30, 2004 | 27 | Aug 9, 2004 | 15 | Aug 30, 2004 | 42 |
| -9.30% | Oct 25, 2013 | 9 | Nov 7, 2013 | 15 | Nov 29, 2013 | 24 |
| -9.16% | Mar 7, 2003 | 11 | Mar 24, 2003 | 59 | Jun 17, 2003 | 70 |
| -8.93% | Mar 12, 2021 | 7 | Mar 23, 2021 | 29 | May 4, 2021 | 36 |