Ellington Financial Inc. (EFC) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$11,765
Total Return
17.65%
CAGR
3.30%
Dividends
$6,098.34
Yield on Cost
60.98%

Rolling Returns

1-Month (21 Trading Days)
Average+0.32%
Median+0.53%
Best+24.52%
Worst-24.15%
% of Windows Positive55.6%
1-Year (252 Trading Days)
Average+3.11%
Median+4.70%
Best+41.99%
Worst-35.11%
% of Windows Positive63.4%
3-Year (756 Trading Days)
Average+11.86%
Median+4.80%
Best+68.19%
Worst-17.10%
% of Windows Positive57.7%

Risk Metrics

Maximum Drawdown -35.85%
Average Drawdown -11.66%
Drawdown Duration 923 Trading Days
Sortino Ratio 0.35
Calmar Ratio 0.09
CVaR (5%) -3.80%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -4.03% (-13.45% ann.) $402.87 $289.54 $57.91 $0.46
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

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 – April 14, 2026 +12.58% +7.84% +$1257.80 $2021.45 $404.29 $3.23

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%
Total 120 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
2021-04-29 $79.32 $15.86 $0.13 3.5183
2021-05-27 $85.51 $17.10 $0.14 3.6355
2021-06-29 $86.06 $17.21 $0.14 3.5974
2021-07-29 $86.60 $17.32 $0.14 3.7968
2021-08-30 $87.17 $17.44 $0.14 3.7741
2021-09-29 $87.73 $17.54 $0.14 3.8110
2021-10-28 $88.31 $17.66 $0.14 3.8296
2021-11-29 $88.88 $17.78 $0.14 4.1353
2021-12-29 $89.50 $17.90 $0.14 4.1715
2022-01-28 $90.13 $18.02 $0.15 4.1001
2022-02-25 $90.74 $18.15 $0.15 4.1281
2022-03-30 $91.36 $18.27 $0.15 4.0818
2022-04-28 $91.97 $18.39 $0.15 4.5216
2022-05-27 $92.65 $18.53 $0.15 4.7879
2022-06-29 $93.37 $18.67 $0.15 5.1094
2022-07-28 $94.13 $18.83 $0.15 4.6394
2022-08-30 $94.83 $18.96 $0.15 5.1788
2022-09-29 $95.61 $19.12 $0.15 6.6147
2022-10-28 $96.60 $19.32 $0.16 5.7859
2022-11-29 $97.47 $19.49 $0.16 5.7431
2022-12-29 $98.33 $19.67 $0.16 6.2555
2023-01-30 $99.27 $19.86 $0.16 5.8751
2023-02-27 $100.15 $20.03 $0.16 6.2322
2023-03-30 $101.09 $20.22 $0.16 6.6976
2023-04-27 $102.09 $20.42 $0.16 6.4689
2023-05-30 $103.06 $20.61 $0.16 6.6357
2023-06-29 $104.05 $20.81 $0.16 6.0464
2023-07-28 $104.96 $20.99 $0.17 6.1303
2023-08-30 $105.88 $21.18 $0.17 6.3322
2023-09-28 $106.83 $21.37 $0.17 6.9345
2023-10-30 $107.87 $21.57 $0.17 7.2863
2023-11-29 $108.96 $21.79 $0.17 6.6818
2023-12-07 $43.98 $8.80 $0.07 2.7437
2023-12-28 $66.23 $13.25 $0.11 4.1116
2024-01-30 $110.99 $22.20 $0.18 7.0612
2024-02-28 $112.05 $22.41 $0.18 8.2002
2024-03-27 $98.18 $19.64 $0.16 6.7516
2024-04-29 $99.06 $19.81 $0.16 6.8414
2024-05-31 $99.95 $19.99 $0.16 6.5839
2024-06-28 $100.80 $20.16 $0.16 6.6623
2024-07-31 $101.67 $20.33 $0.16 6.3965
2024-08-30 $102.50 $20.50 $0.16 6.2233
2024-09-30 $103.31 $20.66 $0.16 6.3989
2024-10-31 $104.14 $20.83 $0.16 6.8773
2024-11-29 $105.04 $21.01 $0.17 6.7848
2024-12-31 $105.92 $21.18 $0.17 6.9772
2025-01-31 $106.83 $21.37 $0.17 6.7905
2025-02-28 $107.71 $21.54 $0.17 5.9925
2025-03-31 $108.49 $21.70 $0.17 6.5321
2025-04-30 $109.34 $21.87 $0.17 6.6994
2025-05-30 $110.20 $22.04 $0.18 6.9999
2025-06-30 $111.12 $22.23 $0.18 6.8295
2025-07-31 $112.00 $22.40 $0.18 7.0468
2025-08-29 $112.92 $22.59 $0.18 6.6096
2025-09-30 $113.78 $22.76 $0.18 6.9985
2025-10-31 $114.69 $22.94 $0.18 6.8744
2025-11-28 $115.58 $23.12 $0.18 6.7358
2025-12-31 $116.46 $23.29 $0.19 6.8468
2026-01-30 $117.35 $23.47 $0.19 7.2911
2026-02-27 $118.30 $23.66 $0.19 7.6045
2026-03-31 $119.28 $23.86 $0.19 8.0369
Total $6098.34 $1219.67 $9.74 359.0390

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.

WDC

CAGR 14.06% Total 51316.72% Final $5,141,672
1978-10-31 — 2026-04-14
ECL

CAGR 10.19% Total 17260.78% Final $1,736,078
1973-02-21 — 2026-04-14
NNN

CAGR 8.79% Total 3200.15% Final $330,015
1984-10-09 — 2026-04-14