Ellington Financial Inc. (EFC) Stock Total Returns

Growth of $10,000 chart

2021-06-03 to 2026-06-03
to
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Investment Performance

Final Value
$11,557
Total Return
15.57%
CAGR
2.94%
Dividends
$5,682.77
Yield on Cost
56.83%

Rolling Returns

1-Month (21 Trading Days)
Average+0.43%
Median+0.58%
Best+24.52%
Worst-24.15%
% of Windows Positive55.8%
1-Year (252 Trading Days)
Average+3.87%
Median+5.48%
Best+41.99%
Worst-35.11%
% of Windows Positive65.9%
3-Year (756 Trading Days)
Average+16.05%
Median+12.85%
Best+68.19%
Worst-17.10%
% of Windows Positive64.7%

Risk Metrics

Maximum Drawdown -35.85%
Average Drawdown -11.70%
Drawdown Duration 923 Trading Days
Sortino Ratio 0.33
Calmar Ratio 0.08
CVaR (5%) -3.80%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +2.45% (+5.91% ann.) +$244.87 $486.63 $97.32 $0.77
2025 +23.08% +$2308.50 $1344.59 $268.92 $2.15
2024 +5.89% +$589.41 $1322.29 $264.46 $2.11
2023 +14.89% +$1488.62 $1532.34 $306.46 $2.44
2022 -20.28% $2027.65 $1097.74 $219.54 $1.75
2021 +24.00% +$2400.49 $1144.05 $228.82 $1.84
2020 -11.76% $1175.69 $715.90 $143.17 $1.14
2019 +29.74% +$2974.01 $1225.41 $245.08 $1.97
2018 +14.88% +$1488.10 $1167.66 $233.53 $1.86
2017 +2.09% +$208.71 $1171.61 $234.33 $1.87
2016 +1.21% +$120.63 $1201.46 $240.28 $1.93
2015 -6.94% $693.98 $1273.64 $254.73 $2.04
2014 -2.38% $238.49 $1411.41 $282.29 $2.26
2013 +14.49% +$1449.10 $1783.59 $356.71 $2.86
2012 +43.62% +$4361.60 $1509.58 $301.93 $2.41
2011 -15.07% $1506.78 $1162.05 $232.41 $1.86
2010 partial +5.19% (+24.60% ann.) +$518.82 $367.82 $73.56 $0.59

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Policy-led rebound / euro-sovereign-crisis overlay partial October 8, 2010 – July 25, 2012 +20.06% +10.72% +$2006.04 $2168.52 $433.71 $3.47
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +76.81% +7.82% +$7681.50 $11396.97 $2279.39 $18.26
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -71.67% -100.00% $7167.23 $78.58 $15.71 $0.13
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +248.17% +644.33% +$24817.27 $1980.65 $396.10 $3.16
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +38.93% +36.61% +$3893.02 $1314.22 $262.85 $2.11
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -10.22% -10.82% $1022.27 $1032.58 $206.51 $1.65
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +12.53% +6.57% +$1252.51 $2433.49 $486.70 $3.88
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – June 3, 2026 +20.18% +11.38% +$2017.63 $2252.65 $450.53 $3.60

Dividend History

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

Date Per Share Yield %
2010-11-29 $0.8000 3.54%
2011-02-25 $1.3100 5.46%
2011-05-27 $0.4000 1.80%
2011-08-30 $0.4000 2.25%
2011-11-29 $0.4000 2.35%
2012-02-28 $0.4000 2.01%
2012-05-30 $0.7000 3.27%
2012-08-29 $0.7000 3.13%
2012-11-28 $0.7000 3.10%
2013-02-27 $1.5200 5.69%
2013-05-29 $0.7700 3.06%
2013-08-28 $0.7700 3.42%
2013-11-26 $0.7700 3.21%
2014-02-26 $0.7700 3.12%
2014-05-28 $0.7700 3.11%
2014-08-27 $0.7700 3.01%
2014-11-26 $0.7700 3.44%
2015-02-25 $0.6500 3.10%
2015-05-28 $0.6500 3.19%
2015-08-28 $0.6500 3.49%
2015-11-27 $0.5000 2.76%
2016-02-26 $0.5000 2.84%
2016-05-27 $0.5000 2.79%
2016-08-30 $0.5000 2.82%
2016-11-29 $0.4500 2.70%
2017-02-27 $0.4500 2.70%
2017-05-30 $0.4500 2.65%
2017-08-30 $0.4500 2.81%
2017-11-30 $0.4100 2.67%
2018-02-28 $0.4100 2.77%
2018-05-31 $0.4100 2.50%
2018-08-30 $0.4100 2.45%
2018-11-29 $0.4100 2.59%
2019-02-28 $0.4100 2.41%
2019-03-28 $0.1400 0.78%
2019-04-29 $0.1400 0.77%
2019-05-30 $0.1400 0.78%
2019-06-27 $0.1400 0.77%
2019-07-30 $0.1400 0.79%
2019-08-29 $0.1400 0.80%
2019-09-27 $0.1400 0.78%
2019-10-30 $0.1400 0.76%
2019-11-27 $0.1400 0.77%
2019-12-30 $0.1400 0.76%
2020-01-30 $0.1500 0.81%
2020-02-27 $0.1500 0.85%
2020-03-30 $0.1500 2.20%
2020-04-29 $0.0800 0.76%
2020-05-28 $0.0800 0.75%
2020-06-29 $0.0900 0.78%
2020-07-30 $0.0900 0.74%
2020-08-28 $0.0900 0.71%
2020-09-29 $0.0900 0.70%
2020-10-29 $0.0900 0.73%
2020-11-27 $0.1000 0.66%
2020-12-30 $0.1000 0.67%
2021-01-28 $0.1000 0.66%
2021-02-25 $0.1000 0.62%
2021-03-30 $0.1000 0.62%
2021-04-29 $0.1400 0.77%
2021-05-27 $0.1500 0.79%
2021-06-29 $0.1500 0.78%
2021-07-29 $0.1500 0.82%
2021-08-30 $0.1500 0.80%
2021-09-29 $0.1500 0.81%
2021-10-28 $0.1500 0.81%
2021-11-29 $0.1500 0.87%
2021-12-29 $0.1500 0.87%
2022-01-28 $0.1500 0.85%
2022-02-25 $0.1500 0.87%
2022-03-30 $0.1500 0.83%
2022-04-28 $0.1500 0.92%
2022-05-27 $0.1500 0.97%
2022-06-29 $0.1500 1.01%
2022-07-28 $0.1500 0.93%
2022-08-30 $0.1500 0.99%
2022-09-29 $0.1500 1.20%
2022-10-28 $0.1500 1.14%
2022-11-29 $0.1500 1.09%
2022-12-29 $0.1500 1.21%
2023-01-30 $0.1500 1.08%
2023-02-27 $0.1500 1.14%
2023-03-30 $0.1500 1.23%
2023-04-27 $0.1500 1.21%
2023-05-30 $0.1500 1.16%
2023-06-29 $0.1500 1.09%
2023-07-28 $0.1500 1.10%
2023-08-30 $0.1500 1.11%
2023-09-28 $0.1500 1.20%
2023-10-30 $0.1500 1.25%
2023-11-29 $0.1500 1.15%
2023-12-07 $0.0600 0.47%
2023-12-28 $0.0900 0.69%
2024-01-30 $0.1500 1.16%
2024-02-28 $0.1500 1.33%
2024-03-27 $0.1300 1.12%
2024-04-29 $0.1300 1.11%
2024-05-31 $0.1300 1.07%
2024-06-28 $0.1300 1.07%
2024-07-31 $0.1300 1.00%
2024-08-30 $0.1300 0.98%
2024-09-30 $0.1300 1.00%
2024-10-31 $0.1300 1.04%
2024-11-29 $0.1300 1.04%
2024-12-31 $0.1300 1.08%
2025-01-31 $0.1300 1.03%
2025-02-28 $0.1300 0.98%
2025-03-31 $0.1300 0.98%
2025-04-30 $0.1300 0.98%
2025-05-30 $0.1300 1.01%
2025-06-30 $0.1300 1.00%
2025-07-31 $0.1300 1.00%
2025-08-29 $0.1300 0.95%
2025-09-30 $0.1300 1.00%
2025-10-31 $0.1300 0.97%
2025-11-28 $0.1300 0.93%
2025-12-31 $0.1300 0.95%
2026-01-30 $0.1300 0.96%
2026-02-27 $0.1300 1.03%
2026-03-31 $0.1300 1.11%
2026-04-30 $0.1300 0.99%
2026-05-29 $0.1300 0.96%
Total 122 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
2021-06-29 $79.20 $15.84 $0.13 3.3105
2021-07-29 $79.70 $15.94 $0.13 3.4941
2021-08-30 $80.22 $16.04 $0.13 3.4732
2021-09-29 $80.74 $16.15 $0.13 3.5072
2021-10-28 $81.27 $16.26 $0.13 3.5243
2021-11-29 $81.79 $16.36 $0.13 3.8056
2021-12-29 $82.36 $16.47 $0.13 3.8389
2022-01-28 $82.94 $16.59 $0.13 3.7732
2022-02-25 $83.51 $16.70 $0.13 3.7990
2022-03-30 $84.07 $16.81 $0.13 3.7564
2022-04-28 $84.64 $16.93 $0.13 4.1611
2022-05-27 $85.26 $17.05 $0.13 4.4061
2022-06-29 $85.92 $17.18 $0.14 4.7020
2022-07-28 $86.63 $17.33 $0.14 4.2695
2022-08-30 $87.27 $17.45 $0.14 4.7659
2022-09-29 $87.99 $17.60 $0.14 6.0873
2022-10-28 $88.90 $17.78 $0.14 5.3246
2022-11-29 $89.70 $17.94 $0.14 5.2852
2022-12-29 $90.49 $18.10 $0.14 5.7568
2023-01-30 $91.35 $18.27 $0.15 5.4067
2023-02-27 $92.16 $18.43 $0.15 5.7353
2023-03-30 $93.03 $18.60 $0.15 6.1636
2023-04-27 $93.95 $18.79 $0.15 5.9531
2023-05-30 $94.84 $18.97 $0.15 6.1066
2023-06-29 $95.76 $19.15 $0.15 5.5643
2023-07-28 $96.59 $19.32 $0.16 5.6415
2023-08-30 $97.44 $19.49 $0.16 5.8274
2023-09-28 $98.31 $19.66 $0.16 6.3816
2023-10-30 $99.27 $19.85 $0.16 6.7054
2023-11-29 $100.27 $20.05 $0.16 6.1491
2023-12-07 $40.48 $8.09 $0.06 2.5249
2023-12-28 $60.95 $12.19 $0.10 3.7838
2024-01-30 $102.14 $20.43 $0.16 6.4982
2024-02-28 $103.12 $20.63 $0.16 7.5464
2024-03-27 $90.35 $18.07 $0.14 6.2133
2024-04-29 $91.16 $18.23 $0.15 6.2960
2024-05-31 $91.98 $18.39 $0.15 6.0590
2024-06-28 $92.77 $18.55 $0.15 6.1311
2024-07-31 $93.56 $18.71 $0.15 5.8865
2024-08-30 $94.33 $18.86 $0.15 5.7271
2024-09-30 $95.07 $19.02 $0.15 5.8887
2024-10-31 $95.84 $19.17 $0.15 6.3289
2024-11-29 $96.66 $19.33 $0.16 6.2438
2024-12-31 $97.47 $19.50 $0.16 6.4209
2025-01-31 $98.31 $19.66 $0.16 6.2491
2025-02-28 $99.12 $19.82 $0.16 5.5148
2025-03-31 $99.84 $19.97 $0.16 6.0113
2025-04-30 $100.62 $20.13 $0.16 6.1652
2025-05-30 $101.42 $20.29 $0.16 6.4418
2025-06-30 $102.26 $20.45 $0.16 6.2850
2025-07-31 $103.07 $20.61 $0.16 6.4850
2025-08-29 $103.92 $20.79 $0.17 6.0826
2025-09-30 $104.71 $20.94 $0.17 6.4406
2025-10-31 $105.54 $21.11 $0.17 6.3263
2025-11-28 $106.37 $21.27 $0.17 6.1988
2025-12-31 $107.17 $21.43 $0.17 6.3010
2026-01-30 $107.99 $21.60 $0.17 6.7098
2026-02-27 $108.86 $21.77 $0.17 6.9982
2026-03-31 $109.77 $21.95 $0.18 7.3961
2026-04-30 $110.73 $22.15 $0.18 6.6852
2026-05-29 $111.60 $22.32 $0.18 6.5663
Total $5682.77 $1136.55 $9.07 337.0811

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.

FIP

CAGR 11.54% Total 52.63% Final $15,263
2022-07-20 — 2026-06-03
OZK

CAGR 15.73% Total 6692.69% Final $679,269
1997-07-17 — 2026-06-03
ACNB

CAGR 5.82% Total 516.79% Final $61,679
1994-04-04 — 2026-06-03