The total return over the past 12 months is +51.39% vs. +16.94% for the S&P 500. So far it's up +30.59% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +46.03% | +32.07% | +4.80% | +3.92% | +6.56% | +2.60% |
| Total Return CAGR | +51.39% | +38.48% | +10.04% | +8.47% | +10.87% | +6.48% |
| Revenue CAGR | +22.62% | +3.05% | +8.78% | +8.16% | +6.87% | +4.44% |
| Net Income CAGR | N/A | +16.39% | +4.29% | +10.77% | +9.12% | +7.10% |
| EPS CAGR | N/A | +0.65% | +9.68% | +6.69% | +5.56% | +22.80% |
| Free Cash Flow CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Operating Cash Flow CAGR | +82.01% | (2.96%) | (1.07%) | +3.40% | +2.64% | +1.97% |
| Dividends CAGR | +3.25% | +2.19% | +3.49% | +4.73% | +7.32% | +6.97% |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
Financial Institutions, Inc. (FISI)
| Year | Start price | End price | FISI Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $31.17 | $39.63 | +30.59% | +14.51% | +16.08% |
| 2025 | $27.29 | $31.17 | +19.51% | +17.72% | +1.79% |
| 2024 | $21.30 | $27.29 | +35.46% | +24.89% | +10.57% |
| 2023 | $24.36 | $21.30 | (6.80%) | +26.19% | (32.99%) |
| 2022 | $31.80 | $24.36 | (19.96%) | (18.17%) | (1.79%) |
| 2021 | $22.50 | $31.80 | +46.39% | +28.74% | +17.65% |
| 2020 | $32.10 | $22.50 | (25.54%) | +18.37% | (43.91%) |
| 2019 | $25.70 | $32.10 | +29.14% | +31.22% | (2.08%) |
| 2018 | $31.10 | $25.70 | (14.77%) | (4.56%) | (10.21%) |
| 2017 | $34.20 | $31.10 | (6.52%) | +21.70% | (28.22%) |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.
