The total return over the past 12 months is +36.33% vs. +18.21% for the S&P 500. So far it's up -19.35% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +32.78% | +24.19% | +11.54% | +3.73% | +5.11% | +0.21% |
| Total Return CAGR | +36.33% | +29.63% | +16.57% | +8.44% | +9.58% | +4.02% |
| Revenue CAGR | +6.84% | +9.90% | +8.57% | +6.54% | +3.45% | +7.66% |
| Net Income CAGR | +22.80% | (3.42%) | +7.90% | +3.77% | +4.82% | +5.63% |
| EPS CAGR | +37.66% | +2.85% | +13.32% | +2.76% | +5.18% | +4.61% |
| Free Cash Flow CAGR | +21.50% | (2.81%) | +2.65% | +8.36% | +1.22% | +1.33% |
| Operating Cash Flow CAGR | +22.78% | (3.57%) | +0.16% | +5.54% | +1.23% | +1.32% |
| Dividends CAGR | 0.00% | +0.91% | +0.73% | +1.77% | +2.99% | +5.77% |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
Isabella Bank Corporation (ISBA)
| Year | Start Value | End Value | ISBA Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | 382.09 | 308.14 | (19.35%) | +9.34% | (28.69%) |
| 2025 | 192.01 | 382.09 | +98.99% | +17.72% | +81.27% |
| 2024 | 150.38 | 192.01 | +27.68% | +24.89% | +2.79% |
| 2023 | 155.97 | 150.38 | (3.58%) | +26.19% | (29.77%) |
| 2022 | 161.61 | 155.97 | (3.49%) | (18.17%) | +14.68% |
| 2021 | 118.70 | 161.61 | +36.14% | +28.74% | +7.40% |
| 2020 | 138.61 | 118.70 | (14.36%) | +18.37% | (32.73%) |
| 2019 | 123.00 | 138.61 | +12.69% | +31.22% | (18.53%) |
| 2018 | 147.99 | 123.00 | (16.89%) | (4.56%) | (12.33%) |
| 2017 | 140.71 | 147.99 | +5.18% | +21.70% | (16.52%) |
