Delek US Holdings, Inc. (DK) Stock Total Returns

Growth of $10,000 chart

2021-04-14 to 2026-04-14
to
$
%
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Investment Performance

Final Value
$20,014
Total Return
100.14%
CAGR
14.89%
Dividends
$1,812.95
Yield on Cost
18.13%

Rolling Returns

1-Month (21 Trading Days)
Average+2.48%
Median+0.61%
Best+57.83%
Worst-32.66%
% of Windows Positive51.7%
1-Year (252 Trading Days)
Average+24.52%
Median+9.63%
Best+273.13%
Worst-63.97%
% of Windows Positive62.7%
3-Year (756 Trading Days)
Average+20.07%
Median+21.37%
Best+133.59%
Worst-42.75%
% of Windows Positive75.4%

Risk Metrics

Maximum Drawdown -64.18%
Average Drawdown -25.36%
Drawdown Duration 698 Trading Days
Sortino Ratio 0.78
Calmar Ratio 0.23
CVaR (5%) -7.11%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +33.32% (+174.58% ann.) +$3332.36 $85.97 $17.19 $0.14
2025 +66.85% +$6685.39 $561.58 $112.32 $0.90
2024 -25.70% $2570.41 $394.19 $78.84 $0.63
2023 -1.56% $155.86 $346.61 $69.32 $0.55
2022 +83.24% +$8324.17 $409.60 $81.92 $0.65
2021 -6.72% $672.06 $0.00 $0.00 $0.00
2020 -49.77% $4977.06 $282.17 $56.43 $0.45
2019 +5.89% +$588.78 $354.11 $70.82 $0.57
2018 -5.33% $532.55 $276.55 $55.31 $0.44
2017 +47.97% +$4797.35 $251.15 $50.22 $0.40
2016 +0.79% +$78.59 $246.81 $49.36 $0.40
2015 -8.23% $823.48 $258.32 $51.66 $0.42
2014 -18.67% $1867.28 $293.91 $58.78 $0.46
2013 +39.47% +$3947.09 $379.19 $75.84 $0.61
2012 +126.48% +$12647.85 $446.15 $89.23 $0.71
2011 +60.14% +$6014.11 $458.59 $91.72 $0.73
2010 +8.80% +$880.23 $224.66 $44.95 $0.36
2009 +30.71% +$3071.43 $288.85 $57.75 $0.47
2008 -73.42% $7342.21 $75.41 $15.07 $0.13
2007 +26.00% +$2600.47 $335.46 $67.10 $0.53
2006 partial +1.04% (+1.59% ann.) +$104.00 $23.38 $4.68 $0.04

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
China-WTO / housing-credit / commodity boom partial May 4, 2006 – October 9, 2007 +59.99% +38.84% +$5998.80 $215.64 $43.14 $0.35
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -72.38% -59.78% $7238.28 $165.28 $33.05 $0.27
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +164.23% +33.35% +$16422.65 $1167.49 $233.50 $1.87
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +74.21% +7.61% +$7420.62 $3611.14 $722.22 $5.78
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -51.46% -99.97% $5145.97 $111.11 $22.22 $0.18
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 -15.26% -23.38% $1525.69 $488.48 $97.70 $0.78
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +11.12% +10.52% +$1111.92 $0.00 $0.00 $0.00
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 +108.43% +118.11% +$10843.28 $255.97 $51.19 $0.41
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -35.26% -20.91% $3526.08 $586.54 $117.31 $0.94
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +107.85% +59.42% +$10785.42 $786.12 $157.22 $1.26

Dividend History

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

Date Per Share Yield %
2006-11-16 $0.0380 0.22%
2007-02-15 $0.0380 0.23%
2007-04-12 $0.2350 1.20%
2007-08-16 $0.0380 0.14%
2007-11-01 $0.2350 0.98%
2008-02-15 $0.0380 0.23%
2008-05-15 $0.0380 0.32%
2008-08-25 $0.0380 0.49%
2008-11-21 $0.0380 0.90%
2009-02-13 $0.0380 0.47%
2009-05-22 $0.0380 0.40%
2009-08-24 $0.0380 0.48%
2009-11-20 $0.0380 0.57%
2010-02-23 $0.0380 0.50%
2010-05-21 $0.0380 0.61%
2010-08-20 $0.0380 0.58%
2010-11-16 $0.0380 0.53%
2011-02-25 $0.0380 0.37%
2011-05-20 $0.0380 0.25%
2011-08-22 $0.0380 0.29%
2011-11-18 $0.2180 1.79%
2012-02-24 $0.0380 0.27%
2012-04-03 $0.0900 0.60%
2012-05-18 $0.0380 0.24%
2012-07-13 $0.1000 0.51%
2012-08-17 $0.0380 0.16%
2012-10-12 $0.1000 0.40%
2012-11-23 $0.1000 0.38%
2013-01-04 $0.1000 0.39%
2013-02-22 $0.1000 0.27%
2013-03-22 $0.1000 0.25%
2013-05-23 $0.1500 0.42%
2013-07-05 $0.1000 0.36%
2013-08-23 $0.1500 0.56%
2013-10-04 $0.1000 0.47%
2013-11-22 $0.1500 0.54%
2014-01-03 $0.1000 0.29%
2014-03-07 $0.1500 0.52%
2014-04-01 $0.1000 0.34%
2014-05-22 $0.1500 0.50%
2014-06-24 $0.1000 0.31%
2014-08-22 $0.1500 0.43%
2014-10-07 $0.1000 0.32%
2014-11-21 $0.1500 0.47%
2015-01-02 $0.1000 0.37%
2015-03-06 $0.1500 0.41%
2015-05-21 $0.1500 0.39%
2015-08-21 $0.1500 0.45%
2015-11-20 $0.1500 0.57%
2016-03-11 $0.1500 0.98%
2016-05-20 $0.1500 1.12%
2016-08-19 $0.1500 0.89%
2016-11-18 $0.1500 0.77%
2017-03-13 $0.1500 0.63%
2017-05-19 $0.1500 0.60%
2017-08-21 $0.1500 0.71%
2017-11-21 $0.1500 0.50%
2018-03-09 $0.2000 0.54%
2018-05-18 $0.2500 0.48%
2018-08-20 $0.2500 0.51%
2018-11-19 $0.2600 0.66%
2019-03-04 $0.2700 0.74%
2019-05-17 $0.2800 0.75%
2019-08-16 $0.2900 0.95%
2019-11-15 $0.3000 0.82%
2020-03-09 $0.3100 1.78%
2020-05-19 $0.3100 1.43%
2020-08-18 $0.3100 1.87%
2022-07-11 $0.2000 0.84%
2022-08-19 $0.2000 0.68%
2022-11-17 $0.2100 0.61%
2023-03-09 $0.2200 0.90%
2023-05-12 $0.2300 1.04%
2023-08-11 $0.2350 0.85%
2023-11-10 $0.2400 0.96%
2024-02-29 $0.2450 0.99%
2024-05-16 $0.2500 0.90%
2024-08-12 $0.2550 1.23%
2024-11-12 $0.2550 1.37%
2025-03-03 $0.2550 1.56%
2025-05-12 $0.2550 1.66%
2025-08-11 $0.2550 1.23%
2025-11-10 $0.2550 0.62%
2026-03-02 $0.2550 0.67%
Total 84 payments

Portfolio Dividend Returns

Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
Date Total Yield Tax Trans. Cost Shares Bought
2022-07-11 $89.56 $17.91 $0.14 3.0796
2022-08-19 $90.18 $18.04 $0.14 2.5009
2022-11-17 $95.22 $19.04 $0.15 2.1807
2023-03-09 $100.23 $20.04 $0.16 3.3923
2023-05-12 $105.57 $21.12 $0.17 3.8137
2023-08-11 $108.76 $21.75 $0.17 3.0704
2023-11-10 $111.81 $22.36 $0.18 3.4829
2024-02-29 $114.99 $23.00 $0.18 3.5989
2024-05-16 $118.24 $23.65 $0.19 3.4006
2024-08-12 $121.47 $24.29 $0.20 4.6028
2024-11-12 $122.64 $24.53 $0.20 5.3536
2025-03-03 $124.01 $24.80 $0.20 6.2862
2025-05-12 $125.61 $25.12 $0.20 6.1413
2025-08-11 $127.18 $25.44 $0.21 4.9076
2025-11-10 $128.43 $25.68 $0.21 2.4708
2026-03-02 $129.06 $25.81 $0.21 2.4925
Total $1812.95 $362.59 $2.90 60.7749

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.

SCHL

CAGR 3.87% Total 265.63% Final $36,563
1992-02-25 — 2026-04-14
BKE

CAGR 15.07% Total 11618.03% Final $1,171,803
1992-05-08 — 2026-04-14
ILPT

CAGR -12.92% Total -68.06% Final $3,194
2018-01-12 — 2026-04-14