EnerSys (ENS) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$26,067
Total Return
160.67%
CAGR
21.12%
Dividends
$450.62
Yield on Cost
4.51%
Rolling Returns
1-Month (21 Trading Days)
| Average | +2.01% |
| Median | +1.31% |
| Best | +34.41% |
| Worst | -21.15% |
| % of Windows Positive | 54.5% |
1-Year (252 Trading Days)
| Average | +21.26% |
| Median | +10.31% |
| Best | +201.46% |
| Worst | -40.25% |
| % of Windows Positive | 70.1% |
3-Year (756 Trading Days)
| Average | +61.83% |
| Median | +43.68% |
| Best | +193.63% |
| Worst | -1.66% |
| % of Windows Positive | 98.6% |
Risk Metrics
| Maximum Drawdown | -41.89% |
| Average Drawdown | -15.66% |
| Drawdown Duration | 451 Trading Days |
| Sortino Ratio | 1.08 |
| Calmar Ratio | 0.50 |
| CVaR (5%) | -4.54% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +63.85% (+222.57% ann.) | +$6385.23 | $17.92 | $3.58 | $0.03 |
| 2025 | +59.98% | +$5998.07 | $109.19 | $21.84 | $0.18 |
| 2024 | -7.74% | $774.30 | $92.38 | $18.48 | $0.15 |
| 2023 | +37.65% | +$3764.56 | $108.63 | $21.73 | $0.17 |
| 2022 | -5.84% | $584.19 | $88.81 | $17.76 | $0.14 |
| 2021 | -4.19% | $419.27 | $84.47 | $16.89 | $0.14 |
| 2020 | +12.02% | +$1201.91 | $93.92 | $18.78 | $0.15 |
| 2019 | -2.78% | $277.79 | $90.48 | $18.10 | $0.14 |
| 2018 | +12.26% | +$1225.96 | $100.81 | $20.16 | $0.16 |
| 2017 | -10.15% | $1015.04 | $89.88 | $17.97 | $0.14 |
| 2016 | +40.83% | +$4083.13 | $125.60 | $25.12 | $0.20 |
| 2015 | -8.54% | $853.78 | $113.79 | $22.76 | $0.18 |
| 2014 | -11.24% | $1124.44 | $92.99 | $18.60 | $0.15 |
| 2013 | +87.25% | +$8724.62 | $99.85 | $19.97 | $0.16 |
| 2012 | +44.90% | +$4489.80 | $0.00 | $0.00 | $0.00 |
| 2011 | -19.15% | $1914.69 | $0.00 | $0.00 | $0.00 |
| 2010 | +46.87% | +$4686.79 | $0.00 | $0.00 | $0.00 |
| 2009 | +98.82% | +$9881.82 | $0.00 | $0.00 | $0.00 |
| 2008 | -55.93% | $5592.95 | $0.00 | $0.00 | $0.00 |
| 2007 | +56.00% | +$5600.00 | $0.00 | $0.00 | $0.00 |
| 2006 | +22.70% | +$2269.94 | $0.00 | $0.00 | $0.00 |
| 2005 | -14.49% | $1449.18 | $0.00 | $0.00 | $0.00 |
| 2004 partial | +22.00% (+61.77% ann.) | +$2200.00 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| China-WTO / housing-credit / commodity boom partial | August 2, 2004 – October 9, 2007 | +45.68% | +12.54% | +$4568.00 | $0.00 | $0.00 | $0.00 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -50.85% | -39.52% | $5085.21 | $0.00 | $0.00 | $0.00 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +231.40% | +42.61% | +$23140.00 | $0.00 | $0.00 | $0.00 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +133.04% | +11.83% | +$13303.65 | $1382.62 | $276.52 | $2.21 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -43.43% | -99.85% | $4342.69 | $23.37 | $4.68 | $0.04 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +60.44% | +113.97% | +$6043.78 | $74.19 | $14.84 | $0.12 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | -6.82% | -6.48% | $682.02 | $86.28 | $17.26 | $0.14 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -9.39% | -9.94% | $938.59 | $94.75 | $18.95 | $0.15 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +34.00% | +17.10% | +$3399.75 | $218.86 | $43.77 | $0.35 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +140.38% | +67.23% | +$14038.25 | $150.18 | $30.04 | $0.24 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2013-06-12 | $0.1250 | 0.25% |
| 2013-09-11 | $0.1250 | 0.23% |
| 2013-12-11 | $0.1250 | 0.18% |
| 2014-03-12 | $0.1250 | 0.17% |
| 2014-06-11 | $0.1750 | 0.24% |
| 2014-09-10 | $0.1750 | 0.28% |
| 2014-12-10 | $0.1750 | 0.29% |
| 2015-03-11 | $0.1750 | 0.27% |
| 2015-06-10 | $0.1750 | 0.25% |
| 2015-09-09 | $0.1750 | 0.33% |
| 2015-12-09 | $0.1750 | 0.30% |
| 2016-03-09 | $0.1750 | 0.32% |
| 2016-06-08 | $0.1750 | 0.26% |
| 2016-09-14 | $0.1750 | 0.26% |
| 2016-12-14 | $0.1750 | 0.21% |
| 2017-03-15 | $0.1750 | 0.23% |
| 2017-06-14 | $0.1750 | 0.23% |
| 2017-09-14 | $0.1750 | 0.26% |
| 2017-12-14 | $0.1750 | 0.26% |
| 2018-03-15 | $0.1750 | 0.25% |
| 2018-06-14 | $0.1750 | 0.22% |
| 2018-09-13 | $0.1750 | 0.21% |
| 2018-12-13 | $0.1750 | 0.22% |
| 2019-03-14 | $0.1750 | 0.25% |
| 2019-06-13 | $0.1750 | 0.28% |
| 2019-09-12 | $0.1750 | 0.27% |
| 2019-12-12 | $0.1750 | 0.24% |
| 2020-03-12 | $0.1750 | 0.35% |
| 2020-06-11 | $0.1750 | 0.26% |
| 2020-09-10 | $0.1750 | 0.25% |
| 2020-12-17 | $0.1750 | 0.21% |
| 2021-03-11 | $0.1750 | 0.18% |
| 2021-06-10 | $0.1750 | 0.18% |
| 2021-09-09 | $0.1750 | 0.22% |
| 2021-12-16 | $0.1750 | 0.23% |
| 2022-03-10 | $0.1750 | 0.25% |
| 2022-06-15 | $0.1750 | 0.28% |
| 2022-09-15 | $0.1750 | 0.28% |
| 2022-12-15 | $0.1750 | 0.22% |
| 2023-03-16 | $0.1750 | 0.22% |
| 2023-06-15 | $0.1750 | 0.17% |
| 2023-09-14 | $0.2250 | 0.24% |
| 2023-12-14 | $0.2250 | 0.23% |
| 2024-03-14 | $0.2250 | 0.24% |
| 2024-06-14 | $0.2250 | 0.21% |
| 2024-09-16 | $0.2400 | 0.24% |
| 2024-12-13 | $0.2400 | 0.25% |
| 2025-03-14 | $0.2400 | 0.26% |
| 2025-06-13 | $0.2400 | 0.27% |
| 2025-09-12 | $0.2630 | 0.24% |
| 2025-12-12 | $0.2630 | 0.17% |
| 2026-03-13 | $0.2630 | 0.16% |
| Total | 52 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 |
|---|---|---|---|---|
| 2021-06-10 | $18.32 | $3.66 | $0.03 | 0.1547 |
| 2021-09-09 | $18.34 | $3.67 | $0.03 | 0.1828 |
| 2021-12-16 | $18.37 | $3.68 | $0.03 | 0.1986 |
| 2022-03-10 | $18.41 | $3.68 | $0.03 | 0.1958 |
| 2022-06-15 | $18.44 | $3.69 | $0.03 | 0.2313 |
| 2022-09-15 | $18.48 | $3.70 | $0.03 | 0.2351 |
| 2022-12-15 | $18.52 | $3.70 | $0.03 | 0.1946 |
| 2023-03-16 | $18.56 | $3.71 | $0.03 | 0.1814 |
| 2023-06-15 | $18.59 | $3.72 | $0.03 | 0.1403 |
| 2023-09-14 | $23.93 | $4.79 | $0.04 | 0.1977 |
| 2023-12-14 | $23.98 | $4.80 | $0.04 | 0.1924 |
| 2024-03-14 | $24.02 | $4.80 | $0.04 | 0.2113 |
| 2024-06-14 | $24.07 | $4.81 | $0.04 | 0.1862 |
| 2024-09-16 | $25.72 | $5.14 | $0.04 | 0.2050 |
| 2024-12-13 | $25.77 | $5.15 | $0.04 | 0.2206 |
| 2025-03-14 | $25.82 | $5.16 | $0.04 | 0.2158 |
| 2025-06-13 | $25.87 | $5.17 | $0.04 | 0.2387 |
| 2025-09-12 | $28.41 | $5.68 | $0.05 | 0.2123 |
| 2025-12-12 | $28.47 | $5.69 | $0.05 | 0.1544 |
| 2026-03-13 | $28.51 | $5.70 | $0.05 | 0.1414 |
| Total | $450.62 | $90.12 | $0.72 | 3.8904 |
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.