SB Financial Group, Inc. (SBFG)

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SB Financial Group, Inc. (SBFG) is down 4.2% since the beginning of the year. At $21 per share, SBFG is trading 12.1% below its 52-week high of $24. Investors who bought $1,000 worth of SBFG shares 5 years ago would now be looking at an investment worth $1,307.

SB Financial Group, Inc. (SBFG) has returned -4.19% so far this year and 17.06% over the past 12 months. Over the last ten years, SBFG has returned 10.21% per year, falling short of the S&P 500 Index benchmark, which averaged 13.66% annually.

Based on dividend-adjusted daily data since Jan 4, 1999, SBFG's average daily return is +0.04%, while the average monthly return is +0.58%. At this rate, an investment would double in approximately 10.0 years.

Historically, 52% of months were positive and 48% were negative. The best month was Apr 2020 with a return of +30.4%, while the worst month was Mar 2020 at -40.7%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 5 months.

On a daily basis, SBFG closed higher 42% of trading days. The best single day was Nov 19, 2010 with a return of +20.4%, while the worst single day was Mar 18, 2020 at -27.2%.

SB Financial Group, Inc. has an annualized alpha of 9.29%, beta of 0.21, and R2 of 0.01 versus S&P 500 Index. Calculated based on daily prices since January 05, 1999.

• This stock participated in 51.32% of S&P 500 Index downside but only 41.81% of its upside - more exposed to losses than it benefited from rallies.
• Beta of 0.21 may look defensive, but with R2 of 0.01 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 0.01 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.

SBFG ranks 58 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for SB Financial Group, Inc. (SBFG) and compare them to S&P 500 Index.

SB Financial Group, Inc. provided a 2.95% dividend yield over the last twelve months, with an annual payout of $0.62 per share. The company has been increasing its dividends for 12 consecutive years.

The table displays the monthly dividend distributions for SB Financial Group, Inc.. 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 SB Financial Group, Inc.. 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 SB Financial Group, Inc. was 82.58%, occurring on Nov 12, 2010. Recovery took 1511 trading sessions.

The current SB Financial Group, Inc. drawdown is 10.12%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of SB Financial Group, Inc. 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 SB Financial Group, Inc. is priced in the market compared to other companies in the Banks - Regional industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.