Atlas Energy Solutions Inc. (AESI) Stock Total Returns
Growth of $10,000 chart
2023-03-09 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$7,887
Total Return
-21.13%
CAGR
-7.37%
Dividends
$1,450.80
Yield on Cost
14.51%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.27% |
| Median | +0.30% |
| Best | +46.29% |
| Worst | -28.70% |
| % of Windows Positive | 50.8% |
1-Year (252 Trading Days)
| Average | -9.75% |
| Median | -14.70% |
| Best | +61.14% |
| Worst | -63.11% |
| % of Windows Positive | 39.8% |
3-Year (756 Trading Days)
Risk Metrics
| Maximum Drawdown | -66.22% |
| Average Drawdown | -25.40% |
| Drawdown Duration | 303 Trading Days (Unrecovered) |
| Sortino Ratio | 0.11 |
| Calmar Ratio | -0.11 |
| CVaR (5%) | -6.98% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +27.28% (+133.32% ann.) | +$2728.23 | $0.00 | $0.00 | $0.00 |
| 2025 | -55.68% | $5568.02 | $342.11 | $68.42 | $0.54 |
| 2024 | +33.40% | +$3339.65 | $529.70 | $105.94 | $0.85 |
| 2023 partial | +4.81% (+5.99% ann.) | +$481.42 | $417.27 | $83.45 | $0.66 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Disinflation rebound / AI-led narrow bull / higher-for-longer partial | March 9, 2023 – September 17, 2024 | +35.91% | +22.24% | +$3590.68 | $822.57 | $164.51 | $1.31 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | -41.83% | -29.20% | $4183.14 | $463.32 | $92.66 | $0.74 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2023-05-12 | $0.3000 | 1.75% |
| 2023-08-09 | $0.2000 | 0.96% |
| 2023-11-08 | $0.2000 | 1.10% |
| 2024-02-21 | $0.2100 | 1.14% |
| 2024-05-15 | $0.2200 | 0.94% |
| 2024-08-15 | $0.2300 | 1.18% |
| 2024-11-07 | $0.2400 | 1.12% |
| 2025-02-21 | $0.2500 | 1.15% |
| 2025-05-15 | $0.2500 | 1.89% |
| 2025-08-14 | $0.2500 | 2.07% |
| Total | 10 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2023-03-09 to 2026-04-14. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2023-05-12 | $176.99 | $35.40 | $0.28 | 8.3714 |
| 2023-08-09 | $119.67 | $23.93 | $0.19 | 4.7042 |
| 2023-11-08 | $120.61 | $24.12 | $0.19 | 5.6313 |
| 2024-02-21 | $127.82 | $25.56 | $0.20 | 5.5706 |
| 2024-05-15 | $135.13 | $27.03 | $0.22 | 4.6747 |
| 2024-08-15 | $142.35 | $28.47 | $0.23 | 5.6488 |
| 2024-11-07 | $149.90 | $29.98 | $0.24 | 5.8096 |
| 2025-02-21 | $157.60 | $31.52 | $0.25 | 6.0991 |
| 2025-05-15 | $159.12 | $31.82 | $0.25 | 9.9484 |
| 2025-08-14 | $161.61 | $32.32 | $0.26 | 11.3982 |
| Total | $1450.80 | $290.15 | $2.31 | 67.8563 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.