The total return over the past 12 months is +2.51% vs. +16.94% for the S&P 500. So far it's up +4.99% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +2.51% | (8.11%) | (7.50%) | +2.15% | +8.26% | +1.33% |
| Total Return CAGR | +2.51% | (6.87%) | (5.62%) | +5.09% | +11.89% | +5.20% |
| Revenue CAGR | (6.28%) | (2.76%) | +5.79% | +10.32% | +7.30% | +4.75% |
| Net Income CAGR | N/A | (47.57%) | (29.68%) | (7.93%) | +0.70% | (1.70%) |
| EPS CAGR | N/A | (26.46%) | (8.56%) | +1.16% | +11.78% | +2.00% |
| Free Cash Flow CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Operating Cash Flow CAGR | N/A | +19.06% | (4.57%) | +12.49% | +6.03% | +1.53% |
| Dividends CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
Summit State Bank (SSBI)
| Year | Start price | End price | SSBI Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $11.63 | $12.21 | +4.99% | +14.51% | (9.52%) |
| 2025 | $7.65 | $11.63 | +52.03% | +17.72% | +34.31% |
| 2024 | $12.30 | $7.65 | (35.84%) | +24.89% | (60.73%) |
| 2023 | $15.80 | $12.30 | (19.63%) | +26.19% | (45.82%) |
| 2022 | $15.49 | $15.80 | +5.19% | (18.17%) | +23.36% |
| 2021 | $12.25 | $15.49 | +30.30% | +28.74% | +1.56% |
| 2020 | $11.79 | $12.25 | +8.36% | +18.37% | (10.01%) |
| 2019 | $10.70 | $11.79 | +14.65% | +31.22% | (16.57%) |
| 2018 | $11.45 | $10.70 | (3.30%) | (4.56%) | +1.26% |
| 2017 | $10.91 | $11.45 | +8.70% | +21.70% | (13.00%) |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.
