PHX vs SBFG
Comparison between PHX Minerals Inc - Class A (PHX, Company) and SB Financial Group Inc (SBFG, Company).
5-Year PerformanceSBFG has outperformed PHX, delivering a return of +12.8% compared to +11.2%
PHX vs SBFG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PHX vs SBFG - Historical Returns
Returns include dividend reinvestment.
PHX vs SBFG - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | PHX | SBFG |
|---|---|---|
| 2026 | N/A | +28.52% |
| 2025 | +11.70% | +10.50% |
| 2024 | +27.10% | +38.47% |
| 2023 | -10.73% | -4.72% |
| 2022 | +75.38% | -6.93% |
| 2021 | -6.76% | +14.07% |
| 2020 | -78.81% | -1.38% |
| 2019 | -30.22% | +20.00% |
| 2018 | -24.65% | -8.42% |
| 2017 | -12.60% | +17.93% |
| 2016 | +41.96% | +47.48% |
| 2015 | -28.12% | +20.76% |
| 2014 | +43.54% | +21.10% |
| 2013 | +10.70% | +17.21% |
| 2012 | -14.15% | +145.66% |
| 2011 | +17.19% | -33.75% |
| 2010 | +1.71% | -39.30% |
| 2009 | +21.52% | -13.21% |
| 2008 | -29.90% | -34.36% |
| 2007 | +38.41% | +12.99% |
| 2006 | -6.99% | -5.75% |
| 2005 | +78.33% | -12.27% |
| 2004 | +47.64% | +0.36% |
| 2003 | +75.02% | +49.25% |
| 2002 | +27.66% | -32.16% |
| 2001 | +8.27% | +14.91% |
| 2000 | +101.15% | -7.44% |
| 1999 | -9.40% | +8.86% |
PHX vs SBFG Drawdown Comparison
The maximum drawdown for PHX was -95.48%, occurring on Sep 30, 2020. This drawdown has not yet recovered.
The maximum drawdown for SBFG was -81.91%, occurring on Nov 12, 2010. Recovery took 3160 trading sessions.
The current PHX drawdown is -84.27%. The current SBFG drawdown is -2.17%.
| Rank | PHX | SBFG |
|---|---|---|
| #1 | -95.48% Jul 22, 2014 - Sep 30, 2020 | -81.91% Mar 1, 2004 - Sep 16, 2016 |
| #2 | -66.52% Aug 11, 2008 - Jan 21, 2014 | -49.65% Feb 11, 2020 - May 20, 2021 |
| #3 | -45.50% May 14, 2001 - Jun 11, 2003 | -41.26% Aug 10, 2001 - Feb 3, 2004 |
| #4 | -32.08% Sep 1, 2005 - Feb 6, 2006 | -40.65% Mar 22, 2022 - Sep 20, 2024 |
| #5 | -28.69% Mar 9, 2005 - Aug 12, 2005 | -27.79% Feb 7, 2025 - Dec 11, 2025 |
| #6 | -26.06% Mar 8, 2004 - Oct 14, 2004 | -21.28% Sep 10, 2018 - Feb 6, 2020 |
| #7 | -24.21% Apr 19, 2006 - May 2, 2007 | -16.38% Dec 14, 1999 - Apr 24, 2001 |
| #8 | -23.43% Sep 21, 2000 - Feb 9, 2001 | -15.64% Dec 15, 2025 - Jun 24, 2026 |
| #9 | -19.87% Feb 6, 2006 - Apr 19, 2006 | -14.25% Feb 3, 2017 - Jan 4, 2018 |
| #10 | -18.74% Jun 22, 2007 - Jan 10, 2008 | -14.13% Dec 18, 2024 - Feb 4, 2025 |
| #11 | -18.68% Jun 23, 2008 - Aug 11, 2008 | -13.13% Dec 21, 2016 - Jan 24, 2017 |
| #12 | -17.21% Mar 5, 2008 - Apr 30, 2008 | -12.41% Oct 1, 2024 - Nov 19, 2024 |
| #13 | -16.90% Nov 3, 1999 - Apr 13, 2000 | -11.90% May 27, 2021 - Jan 13, 2022 |
| #14 | -16.67% Nov 29, 2004 - Feb 22, 2005 | -7.94% Apr 24, 2001 - Jun 26, 2001 |
| #15 | -15.69% Dec 31, 2003 - Mar 1, 2004 | -7.58% Jan 26, 2022 - Mar 18, 2022 |
Correlation
Correlation between PHX and SBFG is -0.20 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (1999 - 2026)
PHX vs SBFG dividend yield comparison.
| Year | PHX | SBFG |
|---|---|---|
| 2026 | 0.00% | 1.16% |
| 2025 | 1.84% | 2.69% |
| 2024 | 3.50% | 2.68% |
| 2023 | 3.03% | 3.39% |
| 2022 | 1.93% | 2.83% |
| 2021 | 1.84% | 2.24% |
| 2020 | 3.04% | 2.19% |
| 2019 | 1.43% | 1.83% |
| 2018 | 1.03% | 1.95% |
| 2017 | 0.78% | 1.51% |
| 2016 | 0.68% | 1.49% |
| 2015 | 0.99% | 1.80% |
| 2014 | 0.69% | 1.70% |
| 2013 | 0.87% | 1.52% |
| 2012 | 0.99% | 0.00% |
| 2011 | 0.85% | 0.00% |
| 2010 | 1.02% | 0.00% |
| 2009 | 1.08% | 5.26% |
| 2008 | 1.56% | 4.47% |
| 2007 | 1.09% | 2.08% |
| 2006 | 1.06% | 1.95% |
| 2005 | 0.49% | 1.70% |
| 2004 | 0.83% | 0.00% |
| 2003 | 0.92% | 0.00% |
| 2002 | 1.53% | 2.80% |
| 2001 | 2.39% | 2.70% |
| 2000 | 2.03% | 3.87% |
| 1999 | 0.95% | 0.82% |
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