Evolution Petroleum Corporation (EPM) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$14,667
Total Return
46.67%
CAGR
7.96%
Dividends
$6,210.53
Yield on Cost
62.11%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.15% |
| Median | -0.42% |
| Best | +45.52% |
| Worst | -34.92% |
| % of Windows Positive | 47.5% |
1-Year (252 Trading Days)
| Average | +4.34% |
| Median | -3.18% |
| Best | +120.45% |
| Worst | -46.49% |
| % of Windows Positive | 43.4% |
3-Year (756 Trading Days)
| Average | -2.32% |
| Median | -10.22% |
| Best | +65.52% |
| Worst | -47.40% |
| % of Windows Positive | 40.0% |
Risk Metrics
| Maximum Drawdown | -61.08% |
| Average Drawdown | -29.31% |
| Drawdown Duration | 710 Trading Days (Unrecovered) |
| Sortino Ratio | 0.57 |
| Calmar Ratio | 0.13 |
| CVaR (5%) | -6.39% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +25.15% (+70.25% ann.) | +$2514.97 | $329.34 | $59.88 | $0.00 |
| 2025 | -26.59% | $2659.34 | $945.05 | $175.82 | $0.00 |
| 2024 | -3.60% | $360.17 | $847.46 | $169.49 | $0.00 |
| 2023 | -18.34% | $1833.91 | $640.14 | $138.41 | $0.00 |
| 2022 | +57.07% | +$5706.52 | $869.57 | $163.04 | $0.00 |
| 2021 | +84.00% | +$8400.00 | $800.00 | $150.00 | $0.00 |
| 2020 | -45.36% | $4535.52 | $355.19 | $27.32 | $0.00 |
| 2019 | -15.67% | $1566.82 | $599.08 | $92.17 | $0.00 |
| 2018 | +3.33% | +$333.33 | $571.43 | $95.24 | $0.00 |
| 2017 | -29.29% | $2929.29 | $303.03 | $67.34 | $0.00 |
| 2016 | +113.67% | +$11366.91 | $467.63 | $143.88 | $0.00 |
| 2015 | -33.49% | $3349.28 | $287.08 | $95.69 | $0.00 |
| 2014 | -37.70% | $3770.49 | $327.87 | $59.61 | $0.00 |
| 2013 | +52.85% | +$5284.74 | $113.90 | $22.78 | $0.00 |
| 2012 | +0.92% | +$91.95 | $0.00 | $0.00 | $0.00 |
| 2011 | +23.58% | +$2357.95 | $0.00 | $0.00 | $0.00 |
| 2010 | +49.15% | +$4915.25 | $0.00 | $0.00 | $0.00 |
| 2009 | +263.08% | +$26307.69 | $0.00 | $0.00 | $0.00 |
| 2008 | -76.19% | $7619.05 | $0.00 | $0.00 | $0.00 |
| 2007 | +68.52% | +$6851.85 | $0.00 | $0.00 | $0.00 |
| 2006 | +100.00% | +$10000.00 | $0.00 | $0.00 | $0.00 |
| 2005 | -25.00% | $2500.00 | $0.00 | $0.00 | $0.00 |
| 2004 | +125.00% | +$12500.00 | $0.00 | $0.00 | $0.00 |
| 2003 | +6.67% | +$666.67 | $0.00 | $0.00 | $0.00 |
| 2002 | -99.41% | $9940.54 | $0.00 | $0.00 | $0.00 |
| 2001 | -50.00% | $4999.67 | $0.00 | $0.00 | $0.00 |
| 2000 | -30.00% | $3000.18 | $0.00 | $0.00 | $0.00 |
| 1999 | +11.12% | +$1111.57 | $0.00 | $0.00 | $0.00 |
| 1998 | -64.00% | $6400.08 | $0.00 | $0.00 | $0.00 |
| 1997 | -75.00% | $7500.00 | $0.00 | $0.00 | $0.00 |
| 1996 partial | -78.38% (-87.98% ann.) | $7837.84 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania partial | April 11, 1996 – March 10, 2000 | -90.70% | -45.51% | $9070.27 | $0.00 | $0.00 | $0.00 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | -99.87% | -92.42% | $9986.93 | $0.00 | $0.00 | $0.00 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +170.77% | +22.06% | +$17076.92 | $0.00 | $0.00 | $0.00 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -56.90% | -44.88% | $5689.66 | $0.00 | $0.00 | $0.00 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +507.79% | +70.68% | +$50779.22 | $0.00 | $0.00 | $0.00 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | -28.87% | -4.40% | $2887.47 | $2547.77 | $530.79 | $0.00 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -51.45% | -99.97% | $5145.35 | $203.49 | $29.07 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | -23.08% | -34.44% | $2307.69 | $205.13 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +148.67% | +137.31% | +$14866.67 | $866.67 | $133.33 | $0.00 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +57.82% | +62.33% | +$5782.12 | $782.12 | $139.66 | $0.00 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -18.61% | -10.52% | $1861.25 | $1116.75 | $236.89 | $0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -11.25% | -6.76% | $1125.27 | $1571.13 | $297.24 | $0.00 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2013-12-04 | $0.1000 | 0.82% |
| 2014-03-12 | $0.1000 | 0.78% |
| 2014-06-12 | $0.1000 | 0.89% |
| 2014-09-11 | $0.1000 | 1.01% |
| 2014-12-11 | $0.1000 | 1.43% |
| 2015-03-12 | $0.0500 | 0.82% |
| 2015-06-11 | $0.0500 | 0.69% |
| 2015-09-14 | $0.0500 | 0.88% |
| 2015-12-11 | $0.0500 | 0.90% |
| 2016-03-11 | $0.0500 | 1.05% |
| 2016-06-13 | $0.0500 | 0.91% |
| 2016-09-13 | $0.0500 | 0.83% |
| 2016-12-13 | $0.0650 | 0.70% |
| 2017-03-13 | $0.0700 | 0.86% |
| 2017-06-13 | $0.0700 | 0.88% |
| 2017-09-14 | $0.0750 | 1.09% |
| 2017-12-14 | $0.0750 | 1.16% |
| 2018-03-14 | $0.1000 | 1.23% |
| 2018-06-14 | $0.1000 | 1.01% |
| 2018-09-13 | $0.1000 | 0.99% |
| 2018-12-13 | $0.1000 | 1.28% |
| 2019-03-14 | $0.1000 | 1.40% |
| 2019-06-13 | $0.1000 | 1.60% |
| 2019-09-12 | $0.1000 | 1.59% |
| 2019-12-13 | $0.1000 | 1.78% |
| 2020-03-13 | $0.1000 | 2.94% |
| 2020-06-12 | $0.0250 | 0.93% |
| 2020-09-14 | $0.0250 | 1.03% |
| 2020-12-14 | $0.0250 | 0.85% |
| 2021-03-15 | $0.0300 | 0.73% |
| 2021-06-15 | $0.0500 | 0.99% |
| 2021-09-17 | $0.0750 | 1.53% |
| 2021-12-14 | $0.0750 | 1.57% |
| 2022-03-14 | $0.1000 | 1.35% |
| 2022-06-14 | $0.1000 | 1.45% |
| 2022-09-20 | $0.1200 | 1.41% |
| 2022-12-14 | $0.1200 | 1.73% |
| 2023-03-14 | $0.1200 | 1.97% |
| 2023-06-14 | $0.1200 | 1.42% |
| 2023-09-21 | $0.1200 | 1.72% |
| 2023-12-14 | $0.1200 | 2.02% |
| 2024-03-14 | $0.1200 | 1.99% |
| 2024-06-14 | $0.1200 | 2.17% |
| 2024-09-20 | $0.1200 | 2.09% |
| 2024-12-13 | $0.1200 | 2.12% |
| 2025-03-14 | $0.1200 | 2.39% |
| 2025-06-13 | $0.1200 | 2.31% |
| 2025-09-22 | $0.1200 | 2.26% |
| 2025-12-15 | $0.1200 | 2.93% |
| 2026-03-16 | $0.1200 | 2.56% |
| Total | 50 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 |
|---|---|---|---|---|
| 2021-06-15 | $140.35 | $35.09 | $0.00 | 19.2912 |
| 2021-09-17 | $175.44 | $35.09 | $0.00 | 31.3018 |
| 2021-12-14 | $175.44 | $35.09 | $0.00 | 32.5123 |
| 2022-03-14 | $245.61 | $35.09 | $0.00 | 30.2456 |
| 2022-06-14 | $245.61 | $35.09 | $0.00 | 31.1579 |
| 2022-09-20 | $315.79 | $70.18 | $0.00 | 31.8386 |
| 2022-12-14 | $315.79 | $70.18 | $0.00 | 36.6421 |
| 2023-03-14 | $315.79 | $70.18 | $0.00 | 42.5509 |
| 2023-06-14 | $315.79 | $70.18 | $0.00 | 32.8140 |
| 2023-09-21 | $315.79 | $70.18 | $0.00 | 40.5298 |
| 2023-12-14 | $350.88 | $70.18 | $0.00 | 45.2842 |
| 2024-03-14 | $350.88 | $70.18 | $0.00 | 46.3298 |
| 2024-06-14 | $350.88 | $70.18 | $0.00 | 52.6246 |
| 2024-09-20 | $350.88 | $70.18 | $0.00 | 51.6211 |
| 2024-12-13 | $350.88 | $70.18 | $0.00 | 52.3333 |
| 2025-03-14 | $350.88 | $70.18 | $0.00 | 58.9368 |
| 2025-06-13 | $385.96 | $70.18 | $0.00 | 59.5930 |
| 2025-09-22 | $385.96 | $70.18 | $0.00 | 62.2281 |
| 2025-12-15 | $385.96 | $70.18 | $0.00 | 80.6351 |
| 2026-03-16 | $385.96 | $70.18 | $0.00 | 69.1439 |
| Total | $6210.53 | $1228.07 | $0.00 | 907.6140 |
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.