Eversource Energy (ES) Stock Total Returns

Growth of $10,000 chart

2021-04-14 to 2026-04-14
to
$
%
%
Loading chart…

Investment Performance

Final Value
$9,148
Total Return
-8.52%
CAGR
-1.76%
Dividends
$1,670.26
Yield on Cost
16.70%

Rolling Returns

1-Month (21 Trading Days)
Average+0.12%
Median-0.06%
Best+18.97%
Worst-19.47%
% of Windows Positive49.6%
1-Year (252 Trading Days)
Average-1.51%
Median-0.27%
Best+33.68%
Worst-33.54%
% of Windows Positive49.6%
3-Year (756 Trading Days)
Average-15.59%
Median-18.82%
Best+15.65%
Worst-33.46%
% of Windows Positive12.2%

Risk Metrics

Maximum Drawdown -42.18%
Average Drawdown -19.23%
Drawdown Duration 915 Trading Days (Unrecovered)
Sortino Ratio 0.06
Calmar Ratio -0.04
CVaR (5%) -3.55%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +3.37% (+12.34% ann.) +$336.81 $117.04 $23.41 $0.19
2025 +21.70% +$2169.97 $532.16 $106.43 $0.85
2024 -3.38% $337.70 $469.97 $93.99 $0.75
2023 -24.00% $2400.19 $325.70 $65.14 $0.52
2022 -5.62% $562.19 $283.05 $56.61 $0.45
2021 +7.60% +$759.74 $281.32 $56.26 $0.45
2020 +3.90% +$390.32 $269.20 $53.84 $0.43
2019 +33.73% +$3372.65 $331.94 $66.39 $0.53
2018 +5.71% +$571.38 $323.07 $64.61 $0.52
2017 +17.24% +$1724.13 $347.29 $69.46 $0.56
2016 +11.02% +$1102.13 $351.97 $70.39 $0.56
2015 -1.93% $193.17 $315.57 $63.12 $0.50
2014 +29.71% +$2970.81 $374.77 $74.95 $0.60
2013 +11.61% +$1160.81 $380.19 $76.04 $0.61
2012 +11.49% +$1148.67 $370.84 $74.17 $0.59
2011 +16.03% +$1603.22 $348.38 $69.68 $0.56
2010 +27.31% +$2731.28 $401.74 $80.35 $0.64
2009 +10.84% +$1083.82 $400.86 $80.17 $0.64
2008 -21.15% $2114.51 $266.32 $53.26 $0.42
2007 +13.51% +$1351.11 $277.75 $55.55 $0.45
2006 +46.80% +$4680.03 $372.71 $74.54 $0.60
2005 +7.43% +$743.04 $362.40 $72.48 $0.58
2004 -4.03% $403.40 $313.43 $62.69 $0.50
2003 +36.68% +$3668.21 $384.01 $76.80 $0.61
2002 -11.86% $1186.14 $300.84 $60.17 $0.48
2001 -25.93% $2592.52 $186.82 $37.36 $0.30
2000 +19.71% +$1970.51 $195.66 $39.13 $0.32
1999 +29.01% +$2901.46 $62.50 $12.50 $0.10
1998 +35.45% +$3544.98 $0.00 $0.00 $0.00
1997 -8.52% $851.85 $190.48 $38.10 $0.30
1996 -41.90% $4190.21 $581.72 $116.34 $0.93
1995 +19.16% +$1916.42 $833.03 $166.61 $1.33
1994 -3.18% $317.75 $758.13 $151.62 $1.21
1993 -5.46% $545.57 $677.02 $135.41 $1.09
1992 +18.65% +$1864.97 $761.29 $152.26 $1.22
1991 +26.14% +$2613.96 $902.56 $180.51 $1.45
1990 -4.53% $452.90 $803.45 $160.69 $1.29
1989 +21.07% +$2107.41 $908.92 $181.79 $1.46
1988 +5.45% +$545.03 $892.92 $178.59 $1.42
1987 -11.22% $1122.46 $741.85 $148.37 $1.19
1986 +44.82% +$4482.39 $969.08 $193.82 $1.55
1985 +34.49% +$3449.18 $1142.80 $228.56 $1.83
1984 +18.83% +$1882.58 $302.04 $60.41 $0.49
1983 +1.03% +$103.10 $0.00 $0.00 $0.00
1982 +32.88% +$3287.67 $0.00 $0.00 $0.00
1981 +14.06% +$1406.25 $0.00 $0.00 $0.00
1980 -12.33% $1232.88 $0.00 $0.00 $0.00
1979 +1.39% +$138.88 $0.00 $0.00 $0.00
1978 -16.28% $1627.90 $0.00 $0.00 $0.00
1977 -1.15% $114.95 $0.00 $0.00 $0.00
1976 +8.75% +$874.99 $0.00 $0.00 $0.00
1975 +56.86% +$5686.27 $0.00 $0.00 $0.00
1974 -43.96% $4395.60 $0.00 $0.00 $0.00
1973 partial -25.64% (-29.22% ann.) $2563.70 $163.87 $32.77 $0.26

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Dot-com bubble / TMT mania August 9, 1995 – March 10, 2000 -0.45% -0.10% $44.61 $1256.23 $251.25 $2.01
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 -29.35% -12.63% $2934.94 $593.39 $118.67 $0.95
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +135.83% +18.73% +$13583.27 $2506.54 $501.31 $4.01
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -30.29% -22.54% $3028.54 $442.28 $88.45 $0.71
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +117.14% +25.82% +$11714.35 $1826.49 $365.30 $2.92
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +186.66% +14.93% +$18665.55 $3683.95 $736.79 $5.90
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -34.62% -99.22% $3462.06 $59.38 $11.88 $0.09
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +31.33% +55.05% +$3133.47 $159.48 $31.89 $0.26
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 -6.71% -6.38% $671.33 $256.37 $51.27 $0.41
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -6.82% -7.22% $681.71 $308.61 $61.72 $0.49
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -8.71% -4.80% $871.41 $616.49 $123.30 $0.99
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +9.06% +5.69% +$906.32 $797.64 $159.53 $1.28

Dividend History

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

Date Per Share Yield %
1973-02-23 $0.2540 1.61%
1984-11-26 $0.3700 2.55%
1985-02-25 $0.3950 2.59%
1985-05-24 $0.3950 2.32%
1985-08-26 $0.3950 2.27%
1985-11-22 $0.3950 2.19%
1986-02-24 $0.4200 1.91%
1986-05-23 $0.4200 2.09%
1986-08-25 $0.4200 1.51%
1986-11-24 $0.4200 1.62%
1987-02-23 $0.4400 1.67%
1987-05-26 $0.4400 1.96%
1987-08-26 $0.4400 1.86%
1987-11-24 $0.4400 2.07%
1988-02-24 $0.4400 2.11%
1988-05-25 $0.4400 2.24%
1988-08-26 $0.4400 2.35%
1988-11-25 $0.4400 2.15%
1989-02-23 $0.4400 2.21%
1989-05-25 $0.4400 2.02%
1989-08-28 $0.4400 2.01%
1989-11-27 $0.4400 2.00%
1990-02-23 $0.4400 2.08%
1990-05-25 $0.4400 2.19%
1990-08-27 $0.4400 2.38%
1990-11-26 $0.4400 2.15%
1991-02-25 $0.4400 2.07%
1991-05-24 $0.4400 2.06%
1991-08-26 $0.4400 1.98%
1991-11-22 $0.4400 1.91%
1992-02-24 $0.4400 1.79%
1992-05-26 $0.4400 1.79%
1992-08-26 $0.4400 1.67%
1992-11-24 $0.4400 1.69%
1993-02-23 $0.4400 1.53%
1993-05-25 $0.4400 1.64%
1993-08-26 $0.4400 1.59%
1993-11-24 $0.4400 1.85%
1994-02-23 $0.4400 1.80%
1994-05-25 $0.4400 1.96%
1994-08-26 $0.4400 1.88%
1994-11-25 $0.4400 1.97%
1995-02-23 $0.4400 1.88%
1995-05-25 $0.4400 1.93%
1995-08-30 $0.4400 1.90%
1995-11-29 $0.4400 1.81%
1996-02-28 $0.4400 1.89%
1996-05-29 $0.4400 2.89%
1996-08-28 $0.2500 1.90%
1996-11-26 $0.2500 1.96%
1997-02-26 $0.2500 2.02%
1999-11-29 $0.1000 0.48%
2000-03-02 $0.1000 0.52%
2000-05-30 $0.1000 0.45%
2000-08-30 $0.1000 0.44%
2000-11-29 $0.1000 0.48%
2001-02-27 $0.1000 0.46%
2001-05-30 $0.1000 0.53%
2001-08-29 $0.1250 0.64%
2001-11-28 $0.1250 0.69%
2002-02-27 $0.1250 0.68%
2002-05-29 $0.1250 0.61%
2002-08-28 $0.1380 0.78%
2002-11-26 $0.1380 0.93%
2003-02-26 $0.1380 0.98%
2003-05-28 $0.1380 0.82%
2003-08-27 $0.1500 0.88%
2003-11-26 $0.1500 0.77%
2004-02-26 $0.1500 0.79%
2004-05-27 $0.1500 0.79%
2004-08-30 $0.1630 0.87%
2004-11-29 $0.1630 0.88%
2005-02-25 $0.1630 0.87%
2005-05-27 $0.1630 0.82%
2005-08-30 $0.1750 0.89%
2005-11-29 $0.1750 0.93%
2006-02-27 $0.1750 0.89%
2006-05-30 $0.1750 0.87%
2006-08-30 $0.1880 0.82%
2006-11-29 $0.1880 0.68%
2007-02-27 $0.1880 0.63%
2007-05-30 $0.1880 0.61%
2007-08-29 $0.2000 0.72%
2007-11-28 $0.2000 0.64%
2008-02-27 $0.2000 0.76%
2008-05-28 $0.2000 0.76%
2008-08-27 $0.2130 0.77%
2008-11-26 $0.2130 0.92%
2009-02-25 $0.2380 1.06%
2009-05-28 $0.2380 1.16%
2009-08-28 $0.2380 0.98%
2009-11-27 $0.2380 0.97%
2010-02-25 $0.2560 0.97%
2010-05-27 $0.2560 0.99%
2010-08-30 $0.2560 0.88%
2010-11-29 $0.2560 0.81%
2011-02-25 $0.2750 0.83%
2011-05-27 $0.2750 0.78%
2011-08-30 $0.2750 0.79%
2011-12-27 $0.2750 0.77%
2012-02-28 $0.2940 0.82%
2012-05-30 $0.3430 0.93%
2012-08-29 $0.3430 0.90%
2012-11-28 $0.3430 0.89%
2013-02-27 $0.3670 0.89%
2013-05-29 $0.3670 0.86%
2013-09-12 $0.3680 0.90%
2013-12-11 $0.3680 0.90%
2014-02-27 $0.3930 0.89%
2014-05-28 $0.3930 0.87%
2014-09-11 $0.3930 0.86%
2014-12-11 $0.3930 0.76%
2015-02-26 $0.4180 0.79%
2015-05-27 $0.4180 0.85%
2015-09-10 $0.4180 0.91%
2015-12-10 $0.4180 0.82%
2016-02-29 $0.4450 0.81%
2016-05-26 $0.4450 0.82%
2016-09-15 $0.4450 0.83%
2016-12-14 $0.4450 0.82%
2017-02-28 $0.4750 0.81%
2017-05-26 $0.4750 0.77%
2017-09-18 $0.4750 0.76%
2017-12-15 $0.4750 0.73%
2018-03-05 $0.5050 0.88%
2018-05-23 $0.5050 0.87%
2018-09-20 $0.5050 0.81%
2018-12-17 $0.5050 0.72%
2019-03-04 $0.5350 0.77%
2019-05-22 $0.5350 0.73%
2019-09-19 $0.5350 0.64%
2019-12-19 $0.5350 0.64%
2020-03-03 $0.5680 0.61%
2020-05-19 $0.5680 0.71%
2020-09-16 $0.5680 0.68%
2020-12-21 $0.5680 0.67%
2021-03-03 $0.6030 0.75%
2021-05-19 $0.6030 0.72%
2021-09-15 $0.6030 0.69%
2021-12-16 $0.6030 0.66%
2022-03-02 $0.6380 0.79%
2022-05-18 $0.6380 0.71%
2022-09-23 $0.6380 0.73%
2022-12-15 $0.6380 0.74%
2023-03-01 $0.6750 0.90%
2023-05-17 $0.6750 0.91%
2023-09-22 $0.6750 1.05%
2023-12-15 $0.6750 1.06%
2024-03-04 $0.7150 1.22%
2024-05-15 $0.7150 1.17%
2024-09-23 $0.7150 1.06%
2024-12-18 $0.7150 1.22%
2025-03-04 $0.7530 1.20%
2025-05-15 $0.7530 1.23%
2025-09-22 $0.7530 1.12%
2025-12-17 $0.7530 1.11%
2026-03-05 $0.7880 1.05%
Total 157 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
2021-05-19 $68.40 $13.68 $0.11 0.6560
2021-09-15 $68.79 $13.76 $0.11 0.6438
2021-12-16 $69.18 $13.84 $0.11 0.6076
2022-03-02 $73.59 $14.72 $0.12 0.7276
2022-05-18 $74.05 $14.81 $0.12 0.6629
2022-09-23 $74.47 $14.89 $0.12 0.6846
2022-12-15 $74.91 $14.98 $0.12 0.7109
2023-03-01 $79.73 $15.95 $0.13 0.8700
2023-05-17 $80.32 $16.06 $0.13 0.8655
2023-09-22 $80.90 $16.18 $0.13 1.0322
2023-12-15 $81.60 $16.32 $0.13 1.0539
2024-03-04 $87.19 $17.44 $0.14 1.1817
2024-05-15 $88.04 $17.61 $0.14 1.1612
2024-09-23 $88.87 $17.77 $0.14 1.0664
2024-12-18 $89.63 $17.93 $0.14 1.2742
2025-03-04 $95.35 $19.07 $0.15 1.2743
2025-05-15 $96.31 $19.26 $0.15 1.2327
2025-09-22 $97.24 $19.45 $0.16 1.1474
2025-12-17 $98.10 $19.62 $0.16 1.1642
2026-03-05 $103.58 $20.72 $0.17 1.1195
Total $1670.26 $334.05 $2.67 19.1367

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.

SHO

CAGR 0.62% Total 14.17% Final $11,417
2004-10-21 — 2026-04-14
BRBS

CAGR 0.44% Total 6.11% Final $10,611
2012-09-25 — 2026-04-14
IRM

CAGR 15.68% Total 8033.52% Final $813,352
1996-02-01 — 2026-04-14