NASDAQ:SHBI | Roast Me | SHORE BANCSHARES INC

60/120 All 120 Win/Lose results shown below

Every strict quarterly win earns 1 point. A loss, tie, or unavailable scoring value earns 0. Gray context columns never affect the score. CEO quarterly pay is the explicitly marked annual ÷ 4 estimate.

Trailing 1 year (4 quarters): 6 wins, 6 lossesLast fetched: 4 Sept 2026

Complete point ledger

Each cell identifies the missing side explicitly. Unavailable evidence scores 0 only in Win/Lose columns; gray columns award no points.

QuarterTotal returnRevenue growthEPS growthNet marginNon-scoringTrailing P/ENon-scoringPrice/bookNon-scoringCEO quarterly payNon-scoringImplied DilutionNon-scoringImplied BuybackNon-scoring
2026-Q21/3 WinSHBI / S&P
23.69% / 15.20%
LoseSHBI / S&P
1.76% / 15.00%
LoseSHBI / S&P
22.36% / 50.40%
Non-scoringSHBI / S&P
302.30% / 15.70%
Non-scoringSHBI / S&P
11.59 / 28.47
Non-scoringSHBI / S&P
1.24 / S&P unavailable
Non-scoringSHBI / S&P
SHBI unavailable / S&P unavailable
Non-scoringSHBI / S&P
SHBI unavailable / $0.00b
Non-scoringSHBI / S&P
SHBI unavailable / $0.36b
2026-Q11/3 WinSHBI / S&P
6.34% / -4.33%
LoseSHBI / S&P
3.43% / 11.30%
LoseSHBI / S&P
25.50% / 27.70%
Non-scoringSHBI / S&P
289.66% / 14.80%
Non-scoringSHBI / S&P
9.95 / 25.43
Non-scoringSHBI / S&P
1.04 / S&P unavailable
Non-scoringSHBI / S&P
SHBI unavailable / S&P unavailable
Non-scoringSHBI / S&P
SHBI unavailable / $0.27b
Non-scoringSHBI / S&P
SHBI unavailable / $0.00b
2025-Q42/3 WinSHBI / S&P
8.54% / 2.65%
LoseSHBI / S&P
0.78% / 9.00%
WinSHBI / S&P
33.08% / 13.40%
Non-scoringSHBI / S&P
282.38% / 13.20%
Non-scoringSHBI / S&P
9.93 / 28.48
Non-scoringSHBI / S&P
1.00 / 5.39
Non-scoringSHBI / S&P
SHBI unavailable / $4.42m
Non-scoringSHBI / S&P
SHBI unavailable / $0.00b
Non-scoringSHBI / S&P
SHBI unavailable / $0.20b
2025-Q32/3 LoseSHBI / S&P
5.21% / 8.12%
WinSHBI / S&P
11.86% / 4.61%
WinSHBI / S&P
28.79% / 13.45%
Non-scoringSHBI / S&P
259.73% / 11.78%
Non-scoringSHBI / S&P
9.64 / 28.13
Non-scoringSHBI / S&P
0.95 / 5.27
Non-scoringSHBI / S&P
SHBI unavailable / $4.42m
Non-scoringSHBI / S&P
SHBI unavailable / $0.11b
Non-scoringSHBI / S&P
SHBI unavailable / $0.00b
2025-Q22/3 WinSHBI / S&P
17.07% / 10.94%
LoseSHBI / S&P
1.51% / 4.83%
WinSHBI / S&P
133.33% / 10.63%
Non-scoringSHBI / S&P
249.78% / 11.45%
Non-scoringSHBI / S&P
9.76 / 27.10
Non-scoringSHBI / S&P
0.93 / 5.01
Non-scoringSHBI / S&P
SHBI unavailable / $4.42m
Non-scoringSHBI / S&P
SHBI unavailable / $0.00b
Non-scoringSHBI / S&P
SHBI unavailable / $0.23b
2025-Q12/3 LoseSHBI / S&P
-13.95% / -4.27%
WinSHBI / S&P
6.98% / 4.98%
WinSHBI / S&P
170.91% / 10.57%
Non-scoringSHBI / S&P
235.88% / 11.39%
Non-scoringSHBI / S&P
9.13 / 26.23
Non-scoringSHBI / S&P
0.82 / 4.69
Non-scoringSHBI / S&P
SHBI unavailable / $4.42m
Non-scoringSHBI / S&P
SHBI unavailable / $0.00b
Non-scoringSHBI / S&P
SHBI unavailable / $0.10b
2024-Q43/3 WinSHBI / S&P
14.12% / 2.41%
WinSHBI / S&P
11.93% / 5.25%
WinSHBI / S&P
114.52% / 6.15%
Non-scoringSHBI / S&P
209.89% / 11.29%
Non-scoringSHBI / S&P
12.04 / 28.60
Non-scoringSHBI / S&P
0.98 / 4.99
Non-scoringSHBI / S&P
SHBI unavailable / $4.28m
Non-scoringSHBI / S&P
SHBI unavailable / $0.00b
Non-scoringSHBI / S&P
SHBI unavailable / $0.08b
2024-Q33/3 WinSHBI / S&P
23.33% / 5.89%
WinSHBI / S&P
13.38% / 5.89%
WinSHBI / S&P
103.08% / 6.11%
Non-scoringSHBI / S&P
209.83% / 10.87%
Non-scoringSHBI / S&P
11.34 / 28.09
Non-scoringSHBI / S&P
0.87 / 4.94
Non-scoringSHBI / S&P
SHBI unavailable / $4.28m
Non-scoringSHBI / S&P
SHBI unavailable / $0.00b
Non-scoringSHBI / S&P
SHBI unavailable / $0.21b
2024-Q21/3 LoseSHBI / S&P
0.66% / 4.28%
WinSHBI / S&P
41.41% / 5.38%
LoseSHBI / S&P
-51.75% / 5.12%
Non-scoringSHBI / S&P
95.17% / 10.85%
Non-scoringSHBI / S&P
18.85 / 27.64
Non-scoringSHBI / S&P
0.73 / 4.79
Non-scoringSHBI / S&P
SHBI unavailable / $4.28m
Non-scoringSHBI / S&P
SHBI unavailable / $0.00b
Non-scoringSHBI / S&P
SHBI unavailable / $0.36b
2024-Q11/3 LoseSHBI / S&P
-18.41% / 10.56%
WinSHBI / S&P
26.68% / 5.71%
LoseSHBI / S&P
-65.84% / 5.59%
Non-scoringSHBI / S&P
66.09% / 10.81%
Non-scoringSHBI / S&P
29.48 / 27.02
Non-scoringSHBI / S&P
0.74 / 4.71
Non-scoringSHBI / S&P
SHBI unavailable / $4.28m
Non-scoringSHBI / S&P
SHBI unavailable / $0.00b
Non-scoringSHBI / S&P
SHBI unavailable / $0.12b
2023-Q42/3 WinSHBI / S&P
36.81% / 11.69%
WinSHBI / S&P
21.47% / 6.81%
LoseSHBI / S&P
-60.51% / 7.78%
Non-scoringSHBI / S&P
60.10% / 11.19%
Non-scoringSHBI / S&P
42.09 / 24.35
Non-scoringSHBI / S&P
0.92 / 4.31
Non-scoringSHBI / S&P
SHBI unavailable / $4.08m
Non-scoringSHBI / S&P
SHBI unavailable / $0.00b
Non-scoringSHBI / S&P
SHBI unavailable / $0.01b
2023-Q31/3 LoseSHBI / S&P
-8.05% / -3.27%
WinSHBI / S&P
12.56% / 7.52%
LoseSHBI / S&P
-47.58% / -5.03%
Non-scoringSHBI / S&P
52.94% / 10.84%
Non-scoringSHBI / S&P
38.11 / 23.93
Non-scoringSHBI / S&P
0.69 / 3.98
Non-scoringSHBI / S&P
SHBI unavailable / $4.08m
Non-scoringSHBI / S&P
SHBI unavailable / $0.00b
Non-scoringSHBI / S&P
SHBI unavailable / $0.24b
2023-Q21/3 LoseSHBI / S&P
-18.16% / 8.74%
LoseSHBI / S&P
7.51% / 9.50%
WinSHBI / S&P
25.44% / -8.57%
Non-scoringSHBI / S&P
190.43% / 10.88%
Non-scoringSHBI / S&P
8.06 / 24.01
Non-scoringSHBI / S&P
0.63 / 4.19
Non-scoringSHBI / S&P
SHBI unavailable / $4.08m
Non-scoringSHBI / S&P
SHBI unavailable / $0.00b
Non-scoringSHBI / S&P
SHBI unavailable / $0.17b
2023-Q12/3 LoseSHBI / S&P
-17.50% / 7.50%
WinSHBI / S&P
24.34% / 10.77%
WinSHBI / S&P
46.36% / -15.69%
Non-scoringSHBI / S&P
206.94% / 10.82%
Non-scoringSHBI / S&P
8.87 / 22.66
Non-scoringSHBI / S&P
0.79 / 3.93
Non-scoringSHBI / S&P
SHBI unavailable / $4.08m
Non-scoringSHBI / S&P
SHBI unavailable / $0.00b
Non-scoringSHBI / S&P
SHBI unavailable / $0.13b
2022-Q42/3 LoseSHBI / S&P
1.25% / 7.56%
WinSHBI / S&P
39.74% / 11.88%
WinSHBI / S&P
35.34% / -17.99%
Non-scoringSHBI / S&P
202.72% / 11.09%
Non-scoringSHBI / S&P
11.11 / 22.65
Non-scoringSHBI / S&P
0.95 / 3.75
Non-scoringSHBI / S&P
SHBI unavailable / $3.70m
Non-scoringSHBI / S&P
SHBI unavailable / $0.00b
Non-scoringSHBI / S&P
SHBI unavailable / $0.15b
2022-Q31/3 LoseSHBI / S&P
-5.80% / -4.88%
WinSHBI / S&P
49.28% / 13.47%
LoseSHBI / S&P
-10.79% / -1.41%
Non-scoringSHBI / S&P
166.11% / 12.28%
Non-scoringSHBI / S&P
13.49 / 20.58
Non-scoringSHBI / S&P
0.96 / 3.60
Non-scoringSHBI / S&P
SHBI unavailable / $3.70m
Non-scoringSHBI / S&P
SHBI unavailable / $0.00b
Non-scoringSHBI / S&P
SHBI unavailable / $0.17b
2022-Q22/3 WinSHBI / S&P
-9.11% / -16.10%
WinSHBI / S&P
40.59% / 13.71%
LoseSHBI / S&P
-10.24% / 11.04%
Non-scoringSHBI / S&P
146.70% / 13.03%
Non-scoringSHBI / S&P
17.96 / 20.28
Non-scoringSHBI / S&P
1.04 / 3.78
Non-scoringSHBI / S&P
SHBI unavailable / $3.70m
Non-scoringSHBI / S&P
SHBI unavailable / $0.00b
Non-scoringSHBI / S&P
SHBI unavailable / $0.17b
2022-Q12/3 WinSHBI / S&P
-1.21% / -4.60%
WinSHBI / S&P
33.99% / 15.97%
LoseSHBI / S&P
-19.12% / 42.23%
Non-scoringSHBI / S&P
136.46% / 14.22%
Non-scoringSHBI / S&P
23.93 / 22.19
Non-scoringSHBI / S&P
1.15 / 4.51
Non-scoringSHBI / S&P
SHBI unavailable / $3.70m
Non-scoringSHBI / S&P
SHBI unavailable / $0.00b
Non-scoringSHBI / S&P
SHBI unavailable / $0.20b
2021-Q42/3 WinSHBI / S&P
18.31% / 11.03%
WinSHBI / S&P
19.55% / 15.00%
LoseSHBI / S&P
-8.66% / 96.40%
Non-scoringSHBI / S&P
139.63% / 15.13%
Non-scoringSHBI / S&P
26.87 / 23.63
Non-scoringSHBI / S&P
1.18 / 4.73
Non-scoringSHBI / S&P
SHBI unavailable / $3.63m
Non-scoringSHBI / S&P
SHBI unavailable / $0.00b
Non-scoringSHBI / S&P
SHBI unavailable / $0.13b
2021-Q32/3 WinSHBI / S&P
6.57% / 0.58%
WinSHBI / S&P
16.13% / 10.77%
LoseSHBI / S&P
9.45% / 69.42%
Non-scoringSHBI / S&P
160.79% / 14.13%
Non-scoringSHBI / S&P
12.60 / 25.35
Non-scoringSHBI / S&P
1.03 / 4.38
Non-scoringSHBI / S&P
SHBI unavailable / $3.63m
Non-scoringSHBI / S&P
SHBI unavailable / $0.00b
Non-scoringSHBI / S&P
SHBI unavailable / $0.19b
2021-Q21/3 LoseSHBI / S&P
-0.87% / 8.55%
WinSHBI / S&P
10.76% / 6.58%
LoseSHBI / S&P
-4.51% / 51.81%
Non-scoringSHBI / S&P
154.36% / 13.34%
Non-scoringSHBI / S&P
12.86 / 26.70
Non-scoringSHBI / S&P
0.99 / 4.43
Non-scoringSHBI / S&P
SHBI unavailable / $3.63m
Non-scoringSHBI / S&P
SHBI unavailable / $0.00b
Non-scoringSHBI / S&P
SHBI unavailable / $0.11b
2021-Q12/3 WinSHBI / S&P
17.53% / 6.17%
LoseSHBI / S&P
-2.13% / -1.06%
WinSHBI / S&P
10.57% / 7.39%
Non-scoringSHBI / S&P
178.83% / 11.60%
Non-scoringSHBI / S&P
20.30 / 30.50
Non-scoringSHBI / S&P
1.72 / 4.23
Non-scoringSHBI / S&P
SHBI unavailable / $3.63m
Non-scoringSHBI / S&P
SHBI unavailable / $0.00b
Non-scoringSHBI / S&P
SHBI unavailable / $0.10b
2020-Q43/3 WinSHBI / S&P
34.23% / 12.15%
WinSHBI / S&P
-2.73% / -3.72%
WinSHBI / S&P
0.00% / -33.42%
Non-scoringSHBI / S&P
170.87% / 8.86%
Non-scoringSHBI / S&P
10.94 / 39.26
Non-scoringSHBI / S&P
0.88 / 4.05
Non-scoringSHBI / S&P
SHBI unavailable / $3.17m
Non-scoringSHBI / S&P
SHBI unavailable / $0.00b
Non-scoringSHBI / S&P
SHBI unavailable / $0.01b
2020-Q30/3 LoseSHBI / S&P
0.18% / 8.93%
LoseSHBI / S&P
-3.04% / -2.04%
LoseSHBI / S&P
-33.16% / -27.10%
Non-scoringSHBI / S&P
179.13% / 9.24%
Non-scoringSHBI / S&P
8.46 / 34.27
Non-scoringSHBI / S&P
0.67 / 3.65
Non-scoringSHBI / S&P
SHBI unavailable / $3.17m
Non-scoringSHBI / S&P
SHBI unavailable / $0.02b
Non-scoringSHBI / S&P
SHBI unavailable / $0.00b
2020-Q20/3 LoseSHBI / S&P
3.63% / 20.54%
LoseSHBI / S&P
-2.48% / -0.46%
LoseSHBI / S&P
-30.73% / -27.11%
Non-scoringSHBI / S&P
186.23% / 9.37%
Non-scoringSHBI / S&P
8.33 / 31.29
Non-scoringSHBI / S&P
0.69 / 3.44
Non-scoringSHBI / S&P
SHBI unavailable / $3.17m
Non-scoringSHBI / S&P
SHBI unavailable / $0.00b
Non-scoringSHBI / S&P
SHBI unavailable / $0.03b
2020-Q11/3 LoseSHBI / S&P
-37.03% / -19.60%
WinSHBI / S&P
6.65% / 3.47%
LoseSHBI / S&P
-36.27% / -14.75%
Non-scoringSHBI / S&P
163.98% / 10.68%
Non-scoringSHBI / S&P
8.73 / 22.80
Non-scoringSHBI / S&P
0.69 / 2.92
Non-scoringSHBI / S&P
SHBI unavailable / $3.17m
Non-scoringSHBI / S&P
SHBI unavailable / $0.00b
Non-scoringSHBI / S&P
SHBI unavailable / $0.05b
2019-Q42/3 WinSHBI / S&P
13.49% / 9.07%
WinSHBI / S&P
6.97% / 5.36%
LoseSHBI / S&P
-35.20% / 2.99%
Non-scoringSHBI / S&P
171.15% / 12.81%
Non-scoringSHBI / S&P
13.40 / 22.78
Non-scoringSHBI / S&P
1.13 / 3.53
Non-scoringSHBI / S&P
SHBI unavailable / $3.08m
Non-scoringSHBI / S&P
SHBI unavailable / $0.00b
Non-scoringSHBI / S&P
SHBI unavailable / $0.05b
2019-Q31/3 LoseSHBI / S&P
-5.07% / 1.70%
LoseSHBI / S&P
SHBI unavailable / 5.02%
WinSHBI / S&P
54.47% / 0.21%
Non-scoringSHBI / S&P
265.89% / 12.41%
Non-scoringSHBI / S&P
8.09 / 22.44
Non-scoringSHBI / S&P
1.01 / 3.30
Non-scoringSHBI / S&P
SHBI unavailable / $3.08m
Non-scoringSHBI / S&P
SHBI unavailable / $0.00b
Non-scoringSHBI / S&P
SHBI unavailable / $0.09b
2019-Q22/3 WinSHBI / S&P
10.28% / 4.30%
LoseSHBI / S&P
SHBI unavailable / 6.64%
WinSHBI / S&P
66.96% / 8.65%
Non-scoringSHBI / S&P
267.14% / 12.79%
Non-scoringSHBI / S&P
8.51 / 21.37
Non-scoringSHBI / S&P
1.09 / 3.32
Non-scoringSHBI / S&P
SHBI unavailable / $3.08m
Non-scoringSHBI / S&P
SHBI unavailable / $0.00b
Non-scoringSHBI / S&P
SHBI unavailable / $0.27b
2019-Q11/3 LoseSHBI / S&P
3.21% / 13.65%
LoseSHBI / S&P
SHBI unavailable / 8.12%
WinSHBI / S&P
93.00% / 14.29%
Non-scoringSHBI / S&P
277.51% / 12.97%
Non-scoringSHBI / S&P
7.72 / 20.86
Non-scoringSHBI / S&P
1.02 / 3.26
Non-scoringSHBI / S&P
SHBI unavailable / $3.08m
Non-scoringSHBI / S&P
SHBI unavailable / $0.00b
Non-scoringSHBI / S&P
SHBI unavailable / $34.35b
2018-Q41/3 LoseSHBI / S&P
-17.95% / -13.52%
LoseSHBI / S&P
SHBI unavailable / 9.05%
WinSHBI / S&P
117.78% / 18.23%
Non-scoringSHBI / S&P
282.55% / 13.10%
Non-scoringSHBI / S&P
7.42 / 19.39
Non-scoringSHBI / S&P
1.01 / 2.94
Non-scoringSHBI / S&P
SHBI unavailable / $3.00m
Non-scoringSHBI / S&P
SHBI unavailable / $0.01b
Non-scoringSHBI / S&P
SHBI unavailable / $0.00b
2018-Q31/3 LoseSHBI / S&P
-5.91% / 7.71%
LoseSHBI / S&P
SHBI unavailable / 10.21%
WinSHBI / S&P
39.77% / 19.06%
Non-scoringSHBI / S&P
SHBI unavailable / 13.01%
Non-scoringSHBI / S&P
14.56 / 22.25
Non-scoringSHBI / S&P
1.33 / 3.45
Non-scoringSHBI / S&P
SHBI unavailable / $3.00m
Non-scoringSHBI / S&P
SHBI unavailable / $0.00b
Non-scoringSHBI / S&P
SHBI unavailable / $0.17b
2018-Q21/3 LoseSHBI / S&P
1.28% / 3.43%
LoseSHBI / S&P
SHBI unavailable / 9.03%
WinSHBI / S&P
43.75% / 14.46%
Non-scoringSHBI / S&P
SHBI unavailable / 12.56%
Non-scoringSHBI / S&P
16.65 / 22.49
Non-scoringSHBI / S&P
1.44 / 3.25
Non-scoringSHBI / S&P
SHBI unavailable / $3.00m
Non-scoringSHBI / S&P
SHBI unavailable / $0.00b
Non-scoringSHBI / S&P
SHBI unavailable / $0.19b
2018-Q12/3 WinSHBI / S&P
13.40% / -0.76%
LoseSHBI / S&P
SHBI unavailable / 7.68%
WinSHBI / S&P
26.58% / 12.46%
Non-scoringSHBI / S&P
SHBI unavailable / 12.27%
Non-scoringSHBI / S&P
19.19 / 23.41
Non-scoringSHBI / S&P
1.46 / 3.17
Non-scoringSHBI / S&P
SHBI unavailable / $3.00m
Non-scoringSHBI / S&P
SHBI unavailable / $0.00b
Non-scoringSHBI / S&P
SHBI unavailable / $0.08b
2017-Q41/3 LoseSHBI / S&P
0.72% / 6.64%
LoseSHBI / S&P
SHBI unavailable / 7.03%
WinSHBI / S&P
18.42% / 13.82%
Non-scoringSHBI / S&P
SHBI unavailable / 12.09%
Non-scoringSHBI / S&P
18.81 / 24.25
Non-scoringSHBI / S&P
1.29 / 3.23
Non-scoringSHBI / S&P
SHBI unavailable / $2.92m
Non-scoringSHBI / S&P
SHBI unavailable / $0.00b
Non-scoringSHBI / S&P
SHBI unavailable / $0.05b
2017-Q31/3 LoseSHBI / S&P
1.52% / 4.48%
LoseSHBI / S&P
SHBI unavailable / 5.68%
WinSHBI / S&P
20.55% / 17.57%
Non-scoringSHBI / S&P
SHBI unavailable / 12.04%
Non-scoringSHBI / S&P
19.10 / 23.28
Non-scoringSHBI / S&P
1.30 / 3.08
Non-scoringSHBI / S&P
SHBI unavailable / $2.92m
Non-scoringSHBI / S&P
SHBI unavailable / $0.00b
Non-scoringSHBI / S&P
SHBI unavailable / $0.11b
2017-Q20/3 LoseSHBI / S&P
-1.26% / 3.09%
LoseSHBI / S&P
SHBI unavailable / 4.83%
LoseSHBI / S&P
15.94% / 17.74%
Non-scoringSHBI / S&P
SHBI unavailable / 11.96%
Non-scoringSHBI / S&P
20.75 / 23.40
Non-scoringSHBI / S&P
1.30 / 3.03
Non-scoringSHBI / S&P
SHBI unavailable / $2.92m
Non-scoringSHBI / S&P
SHBI unavailable / $0.00b
Non-scoringSHBI / S&P
SHBI unavailable / $0.08b
2017-Q12/3 WinSHBI / S&P
9.89% / 6.07%
LoseSHBI / S&P
SHBI unavailable / 3.67%
WinSHBI / S&P
23.44% / 13.32%
Non-scoringSHBI / S&P
SHBI unavailable / 11.75%
Non-scoringSHBI / S&P
21.22 / 23.60
Non-scoringSHBI / S&P
1.34 / 3.01
Non-scoringSHBI / S&P
SHBI unavailable / $2.92m
Non-scoringSHBI / S&P
SHBI unavailable / $0.00b
Non-scoringSHBI / S&P
SHBI unavailable / $20.24b
2016-Q42/3 WinSHBI / S&P
29.94% / 3.82%
LoseSHBI / S&P
SHBI unavailable / 2.09%
WinSHBI / S&P
35.71% / 7.05%
Non-scoringSHBI / S&P
SHBI unavailable / 11.37%
Non-scoringSHBI / S&P
20.04 / 23.76
Non-scoringSHBI / S&P
1.25 / 2.91
Non-scoringSHBI / S&P
SHBI unavailable / $2.88m
Non-scoringSHBI / S&P
SHBI unavailable / $0.00b
Non-scoringSHBI / S&P
SHBI unavailable / $1.11b
2016-Q31/3 LoseSHBI / S&P
0.52% / 3.85%
LoseSHBI / S&P
SHBI unavailable / 0.20%
WinSHBI / S&P
52.08% / -3.15%
Non-scoringSHBI / S&P
SHBI unavailable / 10.82%
Non-scoringSHBI / S&P
16.03 / 24.22
Non-scoringSHBI / S&P
0.96 / 2.78
Non-scoringSHBI / S&P
SHBI unavailable / $2.88m
Non-scoringSHBI / S&P
SHBI unavailable / $0.00b
Non-scoringSHBI / S&P
SHBI unavailable / $0.16b

Dividend-reinvested, split-adjusted total return

1Y · 2025-08-29 to 2026-08-27

MetricSHBI total returnS&P 500 Total Return Index
Total return36.94%20.78%
Annualized return36.94%20.78%

5Y · 2021-09-01 to 2026-08-27

MetricSHBI total returnS&P 500 Total Return Index
Total return51.56%83.14%
Annualized return8.67%12.86%

10Y · 2016-09-01 to 2026-08-27

MetricSHBI total returnS&P 500 Total Return Index
Total return162.66%319.30%
Annualized return10.14%15.41%

Calculation rules

window
Latest 40 completed benchmark quarters; unavailable issuer evidence remains visible and scores 0.
return Basis
Issuer adjusted close reinvests distributions and normalizes splits; the S&P 500 Total Return Index is the direct benchmark.
point Rule
Strict same-quarter win = 1. Loss, tie or unavailable evidence = 0. No partial or subjective points.
frequency
Quarter endpoints only.
fundamentals
Trailing-four-quarter issuer revenue and EPS growth use the issuer's normalized government-filed facts.
non Scoring
Net margin, P/E, P/B and other gray context columns never enter the score.

Snapshot captured 2026-09-04.

Research interface only. Not investment advice. Prices are a checked-in snapshot, not live quotes.