CVR Energy, Inc. (CVI) Stock Total Returns

Growth of $10,000 chart

2021-04-21 to 2026-04-21
to
$
%
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Investment Performance

Final Value
$23,951
Total Return
139.51%
CAGR
19.09%
Dividends
$8,386.97
Yield on Cost
83.87%

Rolling Returns

1-Month (21 Trading Days)
Average+2.61%
Median+1.16%
Best+61.46%
Worst-35.94%
% of Windows Positive53.2%
1-Year (252 Trading Days)
Average+30.53%
Median+19.33%
Best+209.30%
Worst-56.05%
% of Windows Positive68.6%
3-Year (756 Trading Days)
Average+37.33%
Median+23.34%
Best+182.67%
Worst-29.09%
% of Windows Positive78.6%

Risk Metrics

Maximum Drawdown -56.49%
Average Drawdown -22.69%
Drawdown Duration 373 Trading Days
Sortino Ratio 0.86
Calmar Ratio 0.34
CVaR (5%) -7.75%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +22.72% (+96.15% ann.) +$2272.01 $0.00 $0.00 $0.00
2025 +35.75% +$3575.24 $0.00 $0.00 $0.00
2024 -35.55% $3555.39 $501.38 $100.27 $0.80
2023 +8.16% +$815.57 $1491.55 $298.31 $2.38
2022 +108.83% +$10882.69 $2946.79 $589.36 $4.71
2021 +24.16% +$2416.08 $1610.73 $322.15 $2.58
2020 -61.66% $6166.50 $299.03 $59.81 $0.48
2019 +23.70% +$2370.05 $903.42 $180.69 $1.45
2018 -2.20% $219.71 $686.33 $137.26 $1.10
2017 +57.25% +$5725.39 $809.85 $161.97 $1.29
2016 -28.94% $2894.45 $523.87 $104.77 $0.84
2015 +5.61% +$560.58 $524.36 $104.87 $0.84
2014 -2.94% $293.88 $1190.37 $238.07 $1.90
2013 +8.70% +$869.69 $3116.62 $623.33 $4.98
2012 +160.49% +$16049.13 $0.00 $0.00 $0.00
2011 +23.39% +$2338.59 $0.00 $0.00 $0.00
2010 +121.28% +$12128.32 $0.00 $0.00 $0.00
2009 +71.50% +$7149.97 $0.00 $0.00 $0.00
2008 -83.96% $8396.15 $0.00 $0.00 $0.00
2007 partial +23.16% (+201.24% ann.) +$2316.05 $0.00 $0.00 $0.00

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
GFC / deleveraging / dollar shortage partial October 23, 2007 – March 9, 2009 -80.20% -69.15% $8019.75 $0.00 $0.00 $0.00
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +549.06% +74.03% +$54906.21 $0.00 $0.00 $0.00
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +123.72% +11.23% +$12371.58 $14306.65 $2861.33 $22.89
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -51.98% -99.98% $5198.13 $228.12 $45.62 $0.37
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 -30.96% -44.91% $3096.23 $260.75 $52.15 $0.42
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +27.18% +25.62% +$2717.63 $1753.10 $350.62 $2.81
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 +163.28% +179.50% +$16327.63 $2198.48 $439.70 $3.52
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -24.37% -13.99% $2436.67 $2109.84 $421.97 $3.37
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 21, 2026 +30.46% +18.23% +$3046.39 $0.00 $0.00 $0.00

Dividend History

Annual Dividends Per Share
TTM Yield
Consecutive Years Paid
current
Consecutive Years of Growth
current

Date Per Share Yield %
2013-02-01 $5.5000 9.36%
2013-05-08 $0.7500 1.27%
2013-05-30 $6.5000 9.33%
2013-08-08 $0.7500 1.61%
2013-11-06 $0.7500 2.04%
2014-02-27 $0.7500 1.79%
2014-05-08 $0.7500 1.53%
2014-07-24 $2.0000 3.94%
2014-08-07 $0.7500 1.61%
2014-11-06 $0.7500 1.55%
2015-02-26 $0.5000 1.21%
2015-05-07 $0.5000 1.26%
2015-08-06 $0.5000 1.25%
2015-11-05 $0.5000 1.08%
2016-02-25 $0.5000 2.09%
2016-05-05 $0.5000 2.33%
2016-08-04 $0.5000 3.39%
2016-11-03 $0.5000 3.84%
2017-02-23 $0.5000 2.18%
2017-05-04 $0.5000 2.23%
2017-08-03 $0.5000 2.55%
2017-11-09 $0.5000 1.60%
2018-03-02 $0.5000 1.66%
2018-05-04 $0.5000 1.36%
2018-08-03 $0.7500 2.04%
2018-11-02 $0.7500 1.78%
2019-03-01 $0.7500 1.85%
2019-05-03 $0.7500 1.68%
2019-08-02 $0.7500 1.47%
2019-11-01 $0.8000 1.69%
2020-02-28 $0.8000 2.72%
2020-05-15 $0.4000 2.07%
2021-06-11 $2.4000 10.24%
2022-05-12 $0.4000 1.31%
2022-08-11 $3.0000 8.93%
2022-11-10 $1.4000 3.70%
2023-03-03 $0.5000 1.51%
2023-05-12 $0.5000 2.02%
2023-08-11 $1.5000 4.00%
2023-11-10 $2.0000 6.41%
2024-03-01 $0.5000 1.51%
2024-05-10 $0.5000 1.68%
2024-08-12 $0.5000 1.92%
Total 43 payments

Portfolio Dividend Returns

Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-21 to 2026-04-21. Change
Date Total Yield Tax Trans. Cost Shares Bought
2021-06-11 $1281.36 $256.28 $2.05 53.6749
2022-05-12 $235.03 $47.01 $0.38 6.2342
2022-08-11 $1781.44 $356.29 $2.85 44.8533
2022-11-10 $894.13 $178.83 $1.43 19.4782
2023-03-03 $329.07 $65.81 $0.53 7.8591
2023-05-12 $333.00 $66.60 $0.53 11.1569
2023-08-11 $1015.74 $203.15 $1.62 22.1879
2023-11-10 $1398.69 $279.74 $2.24 36.9041
2024-03-01 $368.13 $73.62 $0.59 8.9689
2024-05-10 $372.61 $74.52 $0.59 10.3117
2024-08-12 $377.77 $75.55 $0.61 11.6451
Total $8386.97 $1677.39 $13.42 233.2742

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.

HUBG

CAGR 10.94% Total 2177.25% Final $227,725
1996-03-13 — 2026-04-21
RSI

CAGR 15.55% Total 137.39% Final $23,739
2020-04-27 — 2026-04-21
BBWI

CAGR 7.70% Total 2523.96% Final $262,396
1982-04-01 — 2026-04-21