Citizens Community Bancorp Inc (CZWI) — Strategic Asset Allocation Index
Citizens Community Bancorp Inc (CZWI) has a Strategic Asset Allocation Index of 119.6% as of March 2026. Strategic assets (PP&E of $- plus long-term investments of $228.37 Million) total $228.37 Million, measured against net assets of $190.87 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check Citizens Community Bancorp Inc tangible book value ratio to evaluate the tangible quality of the company's equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Citizens Community Bancorp Inc Strategic Asset Allocation Index (2004–2025)
This chart shows how Citizens Community Bancorp Inc's Strategic Asset Allocation Index has evolved across 22 annual periods from 2004 to 2025. As of March 2026, the index stands at 119.6%, representing strategic assets of $228.37 Million against net assets of $190.87 Million USD.
Annual Strategic Asset Allocation Index for Citizens Community Bancorp Inc (2004–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Citizens Community Bancorp Inc from 2004 to 2025, covering 22 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For live market cap and overall valuation, see CZWI market cap.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 118.8% | $223.22 Million | $- | $223.22 Million | $187.94 Million | ▼ -13.0 pp |
| 2024 | 131.8% | $235.97 Million | $- | $235.97 Million | $179.08 Million | ▼ -14.2 pp |
| 2023 | 145.9% | $252.98 Million | $- | $252.98 Million | $173.33 Million | ▼ -33.9 pp |
| 2022 | 179.8% | $300.49 Million | $20.49 Million | $280.00 Million | $167.09 Million | ▼ -2.8 pp |
| 2021 | 182.6% | $312.01 Million | $21.17 Million | $290.84 Million | $170.87 Million | ▲ +62.5 pp |
| 2020 | 120.1% | $192.82 Million | $21.16 Million | $171.66 Million | $160.56 Million | ▼ -33.7 pp |
| 2019 | 153.8% | $231.60 Million | $21.11 Million | $210.50 Million | $150.55 Million | ▲ +137.4 pp |
| 2018 | 16.4% | $22.73 Million | $10.03 Million | $12.70 Million | $138.19 Million | ▼ -15.4 pp |
| 2017 | 31.9% | $23.42 Million | $9.64 Million | $13.77 Million | $73.48 Million | ▲ +19.2 pp |
| 2016 | 12.7% | $8.12 Million | $5.34 Million | $2.78 Million | $63.83 Million | ▲ +0.9 pp |
| 2015 | 11.8% | $7.24 Million | $2.67 Million | $4.57 Million | $61.24 Million | ▲ +2.3 pp |
| 2014 | 9.5% | $5.45 Million | $3.73 Million | $1.72 Million | $57.29 Million | ▼ -5.8 pp |
| 2013 | 15.3% | $8.29 Million | $4.83 Million | $3.46 Million | $54.19 Million | ▲ +2.4 pp |
| 2012 | 12.9% | $7.10 Million | $5.53 Million | $1.57 Million | $55.10 Million | ▲ +0.2 pp |
| 2011 | 12.7% | $6.70 Million | $6.70 Million | $- | $52.89 Million | ▼ -1.8 pp |
| 2010 | 14.5% | $7.22 Million | $7.22 Million | $- | $49.88 Million | ▼ 0.0 pp |
| 2009 | 14.5% | $8.03 Million | $8.03 Million | $- | $55.37 Million | ▲ +5.9 pp |
| 2008 | 8.6% | $5.92 Million | $5.92 Million | $- | $68.48 Million | ▲ +4.1 pp |
| 2007 | 4.6% | $3.46 Million | $3.46 Million | $- | $75.77 Million | ▼ -0.2 pp |
| 2006 | 4.7% | $3.68 Million | $3.68 Million | $- | $77.59 Million | ▼ -5.1 pp |
| 2005 | 9.9% | $2.92 Million | $2.92 Million | $- | $29.55 Million | ▼ -1.3 pp |
| 2004 | 11.2% | $2.20 Million | $2.20 Million | $- | $19.61 Million | — |