Duke Energy Corporation (DUK) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$13,887
Total Return
38.87%
CAGR
6.79%
Dividends
$2,177.97
Yield on Cost
21.78%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.73% |
| Median | +0.70% |
| Best | +14.10% |
| Worst | -20.54% |
| % of Windows Positive | 55.8% |
1-Year (252 Trading Days)
| Average | +8.36% |
| Median | +8.63% |
| Best | +44.37% |
| Worst | -19.74% |
| % of Windows Positive | 71.4% |
3-Year (756 Trading Days)
| Average | +27.42% |
| Median | +24.42% |
| Best | +64.54% |
| Worst | +7.61% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -24.43% |
| Average Drawdown | -7.42% |
| Drawdown Duration | 562 Trading Days |
| Sortino Ratio | 0.65 |
| Calmar Ratio | 0.28 |
| CVaR (5%) | -2.52% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +4.68% (+11.47% ann.) | +$468.34 | $182.33 | $36.47 | $0.29 |
| 2025 | +11.93% | +$1192.63 | $396.01 | $79.20 | $0.63 |
| 2024 | +14.59% | +$1458.63 | $432.02 | $86.40 | $0.69 |
| 2023 | -2.48% | $248.38 | $399.20 | $79.84 | $0.64 |
| 2022 | +1.26% | +$125.68 | $383.80 | $76.76 | $0.61 |
| 2021 | +18.18% | +$1818.40 | $431.12 | $86.22 | $0.69 |
| 2020 | +3.86% | +$386.00 | $424.15 | $84.83 | $0.68 |
| 2019 | +9.33% | +$933.20 | $439.66 | $87.93 | $0.70 |
| 2018 | +6.41% | +$640.75 | $438.49 | $87.70 | $0.70 |
| 2017 | +12.02% | +$1201.89 | $455.51 | $91.10 | $0.73 |
| 2016 | +12.52% | +$1251.65 | $476.72 | $95.34 | $0.76 |
| 2015 | -11.53% | $1153.32 | $392.68 | $78.54 | $0.63 |
| 2014 | +25.28% | +$2527.60 | $462.55 | $92.51 | $0.74 |
| 2013 | +12.02% | +$1201.68 | $490.77 | $98.15 | $0.79 |
| 2012 | +0.40% | +$40.24 | $465.66 | $93.13 | $0.74 |
| 2011 | +28.88% | +$2887.65 | $565.02 | $113.00 | $0.90 |
| 2010 | +8.30% | +$829.76 | $573.65 | $114.73 | $0.92 |
| 2009 | +20.50% | +$2050.39 | $638.45 | $127.69 | $1.02 |
| 2008 | -22.46% | $2245.66 | $452.81 | $90.56 | $0.72 |
| 2007 | +8.28% | +$827.63 | $451.47 | $90.29 | $0.72 |
| 2006 | +25.18% | +$2517.92 | $465.14 | $93.03 | $0.74 |
| 2005 | +14.09% | +$1409.41 | $718.78 | $143.76 | $1.15 |
| 2004 | +28.91% | +$2890.99 | $546.45 | $109.29 | $0.87 |
| 2003 | +10.43% | +$1043.33 | $575.14 | $115.03 | $0.92 |
| 2002 | -48.61% | $4861.31 | $282.92 | $56.58 | $0.45 |
| 2001 | -5.87% | $587.10 | $260.10 | $52.02 | $0.42 |
| 2000 | +74.77% | +$7476.91 | $444.01 | $88.80 | $0.71 |
| 1999 | -19.25% | $1924.94 | $347.41 | $69.48 | $0.56 |
| 1998 | +19.24% | +$1923.67 | $402.01 | $80.40 | $0.64 |
| 1997 | +24.18% | +$2417.79 | $473.64 | $94.73 | $0.76 |
| 1996 | +0.98% | +$98.03 | $444.56 | $88.91 | $0.71 |
| 1995 | +29.19% | +$2919.22 | $532.59 | $106.52 | $0.85 |
| 1994 | -6.33% | $632.53 | $460.06 | $92.01 | $0.74 |
| 1993 | +21.73% | +$2172.68 | $516.69 | $103.34 | $0.83 |
| 1992 | +7.52% | +$751.69 | $510.88 | $102.18 | $0.82 |
| 1991 | +19.62% | +$1962.19 | $558.28 | $111.66 | $0.89 |
| 1990 | +14.13% | +$1412.85 | $580.20 | $116.04 | $0.93 |
| 1989 | +27.61% | +$2761.14 | $670.51 | $134.10 | $1.07 |
| 1988 | +13.55% | +$1355.22 | $684.79 | $136.96 | $1.10 |
| 1987 | -0.67% | $67.44 | $616.23 | $123.25 | $0.99 |
| 1986 | +34.23% | +$3422.69 | $760.85 | $152.16 | $1.22 |
| 1985 | +29.87% | +$2987.18 | $886.84 | $177.37 | $1.42 |
| 1984 | +24.49% | +$2449.42 | $992.63 | $198.53 | $1.59 |
| 1983 | +14.64% | +$1463.60 | $768.38 | $153.68 | $1.23 |
| 1982 | +12.73% | +$1272.73 | $0.00 | $0.00 | $0.00 |
| 1981 | +13.79% | +$1379.31 | $0.00 | $0.00 | $0.00 |
| 1980 partial | +22.88% (+29.75% ann.) | +$2288.14 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +32.28% | +6.29% | +$3227.77 | $2690.39 | $538.08 | $4.31 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | -24.31% | -10.26% | $2431.29 | $1215.06 | $243.01 | $1.94 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +118.47% | +16.93% | +$11846.89 | $3948.33 | $789.67 | $6.32 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -34.39% | -25.79% | $3438.71 | $722.09 | $144.42 | $1.16 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +104.54% | +23.61% | +$10454.04 | $2750.04 | $550.01 | $4.40 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +96.95% | +9.37% | +$9694.62 | $4472.36 | $894.47 | $7.16 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -36.75% | -99.46% | $3675.44 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +33.11% | +58.44% | +$3311.14 | $268.37 | $53.67 | $0.43 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +9.25% | +8.76% | +$925.23 | $518.30 | $103.66 | $0.83 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -1.48% | -1.57% | $147.77 | $309.06 | $61.81 | $0.49 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +28.53% | +14.50% | +$2853.02 | $866.00 | $173.20 | $1.39 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +9.75% | +5.60% | +$974.81 | $652.26 | $130.45 | $1.04 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1983-05-16 | $0.2484 | 2.43% |
| 1983-08-15 | $0.2571 | 2.61% |
| 1983-11-03 | $0.2571 | 2.24% |
| 1984-02-10 | $0.2571 | 2.38% |
| 1984-05-14 | $0.2571 | 2.45% |
| 1984-08-13 | $0.2702 | 2.32% |
| 1984-11-02 | $0.2702 | 2.15% |
| 1985-02-08 | $0.2702 | 2.06% |
| 1985-05-13 | $0.2702 | 1.86% |
| 1985-08-12 | $0.2702 | 1.95% |
| 1985-11-04 | $0.2833 | 1.87% |
| 1986-02-14 | $0.2833 | 1.64% |
| 1986-05-12 | $0.2833 | 1.57% |
| 1986-08-11 | $0.2920 | 1.38% |
| 1986-11-07 | $0.2920 | 1.37% |
| 1987-02-09 | $0.2920 | 1.33% |
| 1987-05-11 | $0.2920 | 1.49% |
| 1987-08-10 | $0.3051 | 1.54% |
| 1987-11-06 | $0.3051 | 1.46% |
| 1988-02-08 | $0.3051 | 1.47% |
| 1988-05-09 | $0.3051 | 1.63% |
| 1988-08-08 | $0.3225 | 1.62% |
| 1988-11-14 | $0.3225 | 1.60% |
| 1989-02-13 | $0.3225 | 1.64% |
| 1989-05-08 | $0.3225 | 1.60% |
| 1989-08-14 | $0.3399 | 1.50% |
| 1989-11-13 | $0.3399 | 1.49% |
| 1990-02-12 | $0.3399 | 1.44% |
| 1990-05-14 | $0.3399 | 1.39% |
| 1990-08-13 | $0.3574 | 1.40% |
| 1990-11-09 | $0.3574 | 1.34% |
| 1991-02-11 | $0.3574 | 1.42% |
| 1991-05-13 | $0.3574 | 1.45% |
| 1991-08-12 | $0.3748 | 1.45% |
| 1991-11-08 | $0.3748 | 1.35% |
| 1992-02-10 | $0.3748 | 1.34% |
| 1992-05-11 | $0.3748 | 1.25% |
| 1992-08-10 | $0.3922 | 1.25% |
| 1992-11-06 | $0.3922 | 1.26% |
| 1993-02-08 | $0.3922 | 1.20% |
| 1993-05-10 | $0.3922 | 1.14% |
| 1993-08-09 | $0.4097 | 1.10% |
| 1993-11-05 | $0.4097 | 1.17% |
| 1994-02-07 | $0.4097 | 1.16% |
| 1994-05-09 | $0.4097 | 1.32% |
| 1994-08-08 | $0.4271 | 1.25% |
| 1994-11-14 | $0.4271 | 1.24% |
| 1995-02-13 | $0.4271 | 1.25% |
| 1995-05-08 | $0.4271 | 1.22% |
| 1995-08-16 | $0.4445 | 1.25% |
| 1995-11-15 | $0.4445 | 1.16% |
| 1996-02-14 | $0.4445 | 0.97% |
| 1996-05-15 | $0.4445 | 1.03% |
| 1996-08-14 | $0.4620 | 1.09% |
| 1996-11-13 | $0.4620 | 1.08% |
| 1997-02-12 | $0.4620 | 1.16% |
| 1997-05-14 | $0.4620 | 1.16% |
| 1997-08-13 | $0.4794 | 1.10% |
| 1997-11-12 | $0.4794 | 1.12% |
| 1998-02-11 | $0.4794 | 0.99% |
| 1998-05-13 | $0.4794 | 0.96% |
| 1998-08-12 | $0.4794 | 0.94% |
| 1998-11-10 | $0.4794 | 0.89% |
| 1999-02-10 | $0.4794 | 0.92% |
| 1999-05-12 | $0.4794 | 1.00% |
| 1999-08-11 | $0.4794 | 1.01% |
| 1999-11-09 | $0.4794 | 0.99% |
| 2000-02-09 | $0.4794 | 1.03% |
| 2000-05-10 | $0.4794 | 0.93% |
| 2000-08-09 | $0.4794 | 0.79% |
| 2000-11-15 | $0.4794 | 0.65% |
| 2001-02-14 | $0.4794 | 0.68% |
| 2001-05-09 | $0.4794 | 0.62% |
| 2001-08-15 | $0.4794 | 0.73% |
| 2001-11-14 | $0.4794 | 0.68% |
| 2002-02-13 | $0.4794 | 0.80% |
| 2002-05-15 | $0.4794 | 0.74% |
| 2002-08-14 | $0.4794 | 1.03% |
| 2002-11-13 | $0.4794 | 1.47% |
| 2003-02-12 | $0.4794 | 1.78% |
| 2003-05-14 | $0.4794 | 1.63% |
| 2003-08-13 | $0.4794 | 1.57% |
| 2003-11-12 | $0.4794 | 1.55% |
| 2004-02-11 | $0.4794 | 1.24% |
| 2004-05-12 | $0.4794 | 1.41% |
| 2004-08-11 | $0.4794 | 1.23% |
| 2004-11-09 | $0.4794 | 1.08% |
| 2005-02-09 | $0.4794 | 1.01% |
| 2005-05-11 | $0.4794 | 0.98% |
| 2005-08-10 | $1.6213 | 3.26% |
| 2005-11-09 | $0.5404 | 1.18% |
| 2006-02-15 | $0.5404 | 1.10% |
| 2006-05-10 | $0.5404 | 1.07% |
| 2006-08-09 | $0.5579 | 1.06% |
| 2006-11-15 | $0.5579 | 1.01% |
| 2007-02-14 | $0.6300 | 1.03% |
| 2007-05-09 | $0.6300 | 1.02% |
| 2007-08-15 | $0.6600 | 1.19% |
| 2007-11-14 | $0.6600 | 1.12% |
| 2008-02-13 | $0.6600 | 1.18% |
| 2008-05-15 | $0.6600 | 1.16% |
| 2008-08-13 | $0.6900 | 1.29% |
| 2008-11-12 | $0.6900 | 1.45% |
| 2009-02-11 | $0.6900 | 1.51% |
| 2009-05-14 | $0.6900 | 1.64% |
| 2009-08-12 | $0.7200 | 1.54% |
| 2009-11-10 | $0.7200 | 1.47% |
| 2010-02-10 | $0.7200 | 1.45% |
| 2010-05-19 | $0.7200 | 1.42% |
| 2010-08-11 | $0.7350 | 1.38% |
| 2010-11-09 | $0.7350 | 1.33% |
| 2011-02-09 | $0.7350 | 1.35% |
| 2011-05-18 | $0.7350 | 1.26% |
| 2011-08-10 | $0.7500 | 1.40% |
| 2011-11-16 | $0.7500 | 1.21% |
| 2012-02-15 | $0.7500 | 1.16% |
| 2012-05-16 | $0.7500 | 1.15% |
| 2012-08-15 | $0.7650 | 1.12% |
| 2012-11-14 | $0.7650 | 1.23% |
| 2013-02-13 | $0.7650 | 1.10% |
| 2013-05-15 | $0.7650 | 1.06% |
| 2013-08-14 | $0.7800 | 1.10% |
| 2013-11-13 | $0.7800 | 1.09% |
| 2014-02-12 | $0.7800 | 1.09% |
| 2014-05-14 | $0.7800 | 1.09% |
| 2014-08-13 | $0.7950 | 1.11% |
| 2014-11-12 | $0.7950 | 0.96% |
| 2015-02-11 | $0.7950 | 0.94% |
| 2015-05-13 | $0.7950 | 1.04% |
| 2015-08-12 | $0.8250 | 1.10% |
| 2015-11-10 | $0.8250 | 1.21% |
| 2016-02-10 | $0.8250 | 1.05% |
| 2016-05-18 | $0.8250 | 1.04% |
| 2016-08-10 | $0.8550 | 1.01% |
| 2016-11-16 | $0.8550 | 1.13% |
| 2017-02-15 | $0.8550 | 1.10% |
| 2017-05-17 | $0.8550 | 1.03% |
| 2017-08-16 | $0.8900 | 1.02% |
| 2017-11-16 | $0.8900 | 0.98% |
| 2018-02-15 | $0.8900 | 1.18% |
| 2018-05-17 | $0.8900 | 1.17% |
| 2018-08-16 | $0.9280 | 1.13% |
| 2018-11-15 | $0.9280 | 1.07% |
| 2019-02-14 | $0.9280 | 1.04% |
| 2019-05-16 | $0.9280 | 1.07% |
| 2019-08-15 | $0.9450 | 1.06% |
| 2019-11-14 | $0.9450 | 1.07% |
| 2020-02-13 | $0.9450 | 0.97% |
| 2020-05-14 | $0.9450 | 1.15% |
| 2020-08-13 | $0.9650 | 1.14% |
| 2020-11-12 | $0.9650 | 0.99% |
| 2021-02-11 | $0.9650 | 1.03% |
| 2021-05-13 | $0.9650 | 0.95% |
| 2021-08-12 | $0.9850 | 0.92% |
| 2021-11-10 | $0.9850 | 0.97% |
| 2022-02-17 | $0.9850 | 0.99% |
| 2022-05-12 | $0.9850 | 0.90% |
| 2022-08-11 | $1.0050 | 0.91% |
| 2022-11-17 | $1.0050 | 1.03% |
| 2023-02-16 | $1.0050 | 1.01% |
| 2023-05-11 | $1.0050 | 1.01% |
| 2023-08-17 | $1.0250 | 1.12% |
| 2023-11-16 | $1.0250 | 1.14% |
| 2024-02-15 | $1.0250 | 1.12% |
| 2024-05-16 | $1.0250 | 0.99% |
| 2024-08-16 | $1.0450 | 0.92% |
| 2024-11-15 | $1.0450 | 0.94% |
| 2025-02-14 | $1.0450 | 0.92% |
| 2025-05-16 | $1.0450 | 0.90% |
| 2025-08-15 | $1.0650 | 0.86% |
| 2025-11-14 | $1.0650 | 0.86% |
| 2026-02-13 | $1.0650 | 0.84% |
| 2026-05-15 | $1.0650 | 0.86% |
| Total | 173 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-06-03 to 2026-06-03. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-08-12 | $96.88 | $19.38 | $0.15 | 0.7319 |
| 2021-11-10 | $97.60 | $19.52 | $0.16 | 0.7668 |
| 2022-02-17 | $98.36 | $19.67 | $0.16 | 0.7954 |
| 2022-05-12 | $99.14 | $19.83 | $0.16 | 0.7272 |
| 2022-08-11 | $101.89 | $20.38 | $0.16 | 0.7497 |
| 2022-11-17 | $102.64 | $20.53 | $0.16 | 0.8579 |
| 2023-02-16 | $103.50 | $20.70 | $0.17 | 0.8407 |
| 2023-05-11 | $104.35 | $20.87 | $0.17 | 0.8560 |
| 2023-08-17 | $107.30 | $21.46 | $0.17 | 0.9445 |
| 2023-11-16 | $108.27 | $21.65 | $0.17 | 0.9585 |
| 2024-02-15 | $109.25 | $21.85 | $0.17 | 0.9444 |
| 2024-05-16 | $110.22 | $22.04 | $0.18 | 0.8557 |
| 2024-08-16 | $113.26 | $22.65 | $0.18 | 0.8053 |
| 2024-11-15 | $114.10 | $22.82 | $0.18 | 0.8122 |
| 2025-02-14 | $114.95 | $22.99 | $0.18 | 0.8224 |
| 2025-05-16 | $115.81 | $23.16 | $0.19 | 0.7953 |
| 2025-08-15 | $118.88 | $23.78 | $0.19 | 0.7751 |
| 2025-11-14 | $119.70 | $23.94 | $0.19 | 0.7788 |
| 2026-02-13 | $120.53 | $24.11 | $0.19 | 0.7506 |
| 2026-05-15 | $121.33 | $24.27 | $0.19 | 0.8009 |
| Total | $2177.97 | $435.59 | $3.48 | 16.3693 |
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.