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