Isabella Bank Corporation (ISBA) Total Return:28.83%(TTM)
Over the latest trailing 12-month period, Isabella Bank Corporation (ISBA)'s total return cagr is +28.83%. The comparable SPY value is +27.89%. Year-to-date total return is -16.63%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in ISBA
$31,854
(3.2x return)
Invested on Oct 3, 2003
Growth of $10,000 in SPY (S&P 500)
$109,934
(11.0x return)
Invested on Oct 3, 2003
Hypothetical Growth of $10,000
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
Recent Performance Indicators
YTD Total Return
-16.6%
1-Year Total Return
+29.0%
Current Dividend Yield
2.70%
Price CAGR vs. Total Return CAGR
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | +25.3% | +28.8% | +3.5% |
| 3 Years | +23.9% | +29.7% | +5.7% |
| 5 Years | +12.7% | +17.9% | +5.2% |
| 10 Years | +4.1% | +8.9% | +4.7% |
| 15 Years | +5.6% | +10.1% | +4.5% |
| 20 Years | +0.1% | +3.9% | +3.8% |
About Isabella Bank Corporation
Isabella Bank Corporation serves as the parent company for Isabella Bank, providing a comprehensive suite of banking products and financial services. Its diverse clientele includes businesses, institutions, private individuals, and families. The bank facilitates savings through various deposit options, such as checking and savings accounts, certificates of deposit (CDs), direct deposit services, and money market accounts. Its lending solutions are extensive, comprising commercial, agricultural, and residential real estate loans, alongside consumer credit offerings, including both secured and unsecured personal loans. Beyond core banking, Isabella Bank Corporation offers a range of additional amenities. These include cash management tools, mobile and internet banking platforms, electronic bill payment, automated teller machines (ATMs), specialized trust and investment advisory, estate planning assistance, and safe deposit box rentals. The corporation also extends its services to include group life, health, accident, and disability insurance products, as well as various other employee benefit programs. As of December 31, 2021, the company maintained 30 branch locations situated in Clare, Gratiot, Isabella, Mecosta, Midland, Montcalm, and Saginaw counties. With a heritage dating back to its founding in 1903, Isabella Bank Corporation is headquartered in Mount Pleasant, Michigan.
- Sector
- Financial Services
- Industry
- Banks - Regional
- CEO
- Jerome E. Schwind