StoneCastle Financial Corp. (BANX)

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The chart shows the growth of an initial investment of $10,000 in StoneCastle Financial Corp., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

StoneCastle Financial Corp. (BANX) has returned -10.30% so far this year and 0.74% over the past 12 months. Over the last ten years, BANX has returned 10.16% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Nov 7, 2013, BANX's average daily return is +0.04%, while the average monthly return is +0.66%. At this rate, your investment would double in approximately 8.8 years.

Historically, 60% of months were positive and 40% were negative. The best month was Aug 2020 with a return of +17.8%, while the worst month was Mar 2020 at -16.8%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 4 months.

On a daily basis, BANX closed higher 50% of trading days. The best single day was Mar 19, 2020 with a return of +30.6%, while the worst single day was Mar 18, 2020 at -22.8%.

StoneCastle Financial Corp. has an annualized alpha of 4.62%, beta of 0.44, and R² of 0.08 versus S&P 500 Index. Calculated based on daily prices since November 08, 2013.

• This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (39.89%) than losses (38.02%) — typical of diversified or defensive assets.
• Beta of 0.44 may look defensive, but with R² of 0.08 this stock is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R² of 0.08 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

BANX ranks 38 for risk / return — below 38% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for StoneCastle Financial Corp. (BANX) and compare them to a chosen benchmark (S&P 500 Index).

StoneCastle Financial Corp. provided a 12.07% dividend yield over the last twelve months, with an annual payout of $2.30 per share.

The table displays the monthly dividend distributions for StoneCastle Financial Corp.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the StoneCastle Financial Corp.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the StoneCastle Financial Corp. was 55.06%, occurring on Mar 18, 2020. Recovery took 285 trading sessions.

The current StoneCastle Financial Corp. drawdown is 11.44%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of StoneCastle Financial Corp. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how StoneCastle Financial Corp. is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.