Espey Mfg. & Electronics Corp. (ESP) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$40,893
Total Return
308.93%
CAGR
32.54%
Dividends
$2,380.03
Yield on Cost
23.80%
Rolling Returns
1-Month (21 Trading Days)
| Average | +3.20% |
| Median | +1.34% |
| Best | +46.43% |
| Worst | -28.76% |
| % of Windows Positive | 57.1% |
1-Year (252 Trading Days)
| Average | +44.42% |
| Median | +34.30% |
| Best | +153.67% |
| Worst | -20.91% |
| % of Windows Positive | 87.7% |
3-Year (756 Trading Days)
| Average | +171.70% |
| Median | +189.88% |
| Best | +316.96% |
| Worst | +39.25% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -33.79% |
| Average Drawdown | -13.14% |
| Drawdown Duration | 198 Trading Days |
| Sortino Ratio | 1.36 |
| Calmar Ratio | 0.96 |
| CVaR (5%) | -5.58% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +18.73% (+50.26% ann.) | +$1873.11 | $53.04 | $10.61 | $0.08 |
| 2025 | +61.76% | +$6175.50 | $587.66 | $117.53 | $0.94 |
| 2024 | +65.75% | +$6574.95 | $472.90 | $94.58 | $0.76 |
| 2023 | +34.70% | +$3470.42 | $355.01 | $71.00 | $0.57 |
| 2022 | -0.07% | $7.04 | $0.00 | $0.00 | $0.00 |
| 2021 | -24.89% | $2489.43 | $0.00 | $0.00 | $0.00 |
| 2020 | -8.64% | $863.57 | $470.67 | $94.13 | $0.75 |
| 2019 | -10.35% | $1034.69 | $406.19 | $81.24 | $0.65 |
| 2018 | +9.88% | +$988.03 | $848.45 | $169.69 | $1.36 |
| 2017 | -4.82% | $482.14 | $388.70 | $77.74 | $0.62 |
| 2016 | +4.40% | +$439.99 | $392.98 | $78.60 | $0.63 |
| 2015 | +11.52% | +$1151.62 | $424.78 | $84.96 | $0.68 |
| 2014 | -24.70% | $2469.67 | $309.88 | $61.98 | $0.50 |
| 2013 | +36.54% | +$3653.74 | $807.33 | $161.47 | $1.29 |
| 2012 | +14.85% | +$1484.59 | $839.55 | $167.91 | $1.34 |
| 2011 | +4.29% | +$429.05 | $812.46 | $162.49 | $1.30 |
| 2010 | +33.05% | +$3305.45 | $1015.14 | $203.03 | $1.62 |
| 2009 | +11.05% | +$1105.43 | $1042.56 | $208.51 | $1.67 |
| 2008 | +15.36% | +$1536.17 | $2136.65 | $427.33 | $3.42 |
| 2007 | +2.78% | +$277.86 | $350.54 | $70.11 | $0.56 |
| 2006 | +3.84% | +$384.38 | $240.99 | $48.20 | $0.39 |
| 2005 | +42.71% | +$4270.83 | $240.17 | $48.03 | $0.38 |
| 2004 | +4.36% | +$436.28 | $408.94 | $81.79 | $0.65 |
| 2003 | +38.86% | +$3885.55 | $494.55 | $98.91 | $0.79 |
| 2002 | -1.71% | $171.33 | $150.76 | $30.15 | $0.24 |
| 2001 | +22.01% | +$2200.70 | $151.57 | $30.31 | $0.24 |
| 2000 | +14.44% | +$1444.17 | $137.33 | $27.47 | $0.22 |
| 1999 | +16.85% | +$1685.18 | $236.90 | $47.38 | $0.38 |
| 1998 | -24.44% | $2444.44 | $0.00 | $0.00 | $0.00 |
| 1997 | +12.23% | +$1222.80 | $451.61 | $90.32 | $0.72 |
| 1996 | +24.84% | +$2483.68 | $543.69 | $108.74 | $0.87 |
| 1995 | +7.34% | +$734.45 | $560.00 | $112.00 | $0.90 |
| 1994 | -10.73% | $1073.36 | $106.19 | $21.24 | $0.17 |
| 1993 | -7.16% | $716.43 | $380.95 | $76.19 | $0.61 |
| 1992 | +7.90% | +$789.70 | $396.69 | $79.34 | $0.63 |
| 1991 | +29.40% | +$2939.61 | $500.00 | $100.00 | $0.80 |
| 1990 | -32.09% | $3208.69 | $326.53 | $65.31 | $0.52 |
| 1989 | +3.79% | +$379.25 | $331.03 | $66.21 | $0.53 |
| 1988 | +6.55% | +$654.99 | $345.32 | $69.06 | $0.55 |
| 1987 | +7.98% | +$797.65 | $244.28 | $48.85 | $0.39 |
| 1986 | -10.88% | $1088.44 | $0.00 | $0.00 | $0.00 |
| 1985 | -11.45% | $1144.58 | $0.00 | $0.00 | $0.00 |
| 1984 | -33.78% | $3377.66 | $0.00 | $0.00 | $0.00 |
| 1983 | +149.01% | +$14900.66 | $0.00 | $0.00 | $0.00 |
| 1982 | -17.93% | $1793.48 | $0.00 | $0.00 | $0.00 |
| 1981 | +275.51% | +$27551.02 | $0.00 | $0.00 | $0.00 |
| 1980 partial | +28.95% (+37.89% ann.) | +$2894.74 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +8.78% | +1.85% | +$878.31 | $1826.01 | $365.20 | $2.92 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +44.66% | +15.43% | +$4466.42 | $469.04 | $93.81 | $0.75 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +171.42% | +22.12% | +$17141.88 | $2577.66 | $515.53 | $4.12 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -30.90% | -23.02% | $3089.67 | $1978.34 | $395.67 | $3.17 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +169.25% | +34.10% | +$16925.47 | $4912.44 | $982.49 | $7.86 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +5.70% | +0.74% | +$570.20 | $4205.52 | $841.10 | $6.73 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -20.00% | -92.17% | $2000.18 | $111.86 | $22.37 | $0.18 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +4.31% | +7.03% | +$431.10 | $277.57 | $55.51 | $0.44 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | -17.66% | -16.83% | $1765.61 | $135.94 | $27.19 | $0.22 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -8.29% | -8.78% | $828.80 | $0.00 | $0.00 | $0.00 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +95.57% | +43.60% | +$9556.66 | $676.43 | $135.29 | $1.08 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +138.78% | +66.57% | +$13877.63 | $1041.16 | $208.23 | $1.67 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1987-10-19 | $0.2000 | 2.00% |
| 1988-10-17 | $0.3000 | 2.68% |
| 1989-10-17 | $0.3000 | 2.89% |
| 1990-10-24 | $0.3000 | 5.00% |
| 1991-10-24 | $0.3000 | 3.33% |
| 1992-10-26 | $0.3000 | 4.32% |
| 1993-10-25 | $0.3000 | 4.17% |
| 1994-10-24 | $0.0750 | 1.07% |
| 1995-10-25 | $0.3500 | 5.00% |
| 1996-10-24 | $0.3500 | 4.41% |
| 1997-10-22 | $0.3500 | 3.86% |
| 1999-02-25 | $0.0500 | 0.77% |
| 1999-05-26 | $0.0500 | 0.81% |
| 1999-08-27 | $0.0250 | 0.39% |
| 1999-11-26 | $0.0250 | 0.34% |
| 2000-02-25 | $0.0250 | 0.37% |
| 2000-05-26 | $0.0250 | 0.35% |
| 2000-08-30 | $0.0250 | 0.29% |
| 2000-11-29 | $0.0250 | 0.30% |
| 2001-02-27 | $0.0250 | 0.27% |
| 2001-05-30 | $0.0250 | 0.28% |
| 2001-08-29 | $0.0375 | 0.42% |
| 2001-12-04 | $0.0375 | 0.38% |
| 2002-03-01 | $0.0375 | 0.38% |
| 2002-05-30 | $0.0375 | 0.37% |
| 2002-08-29 | $0.0375 | 0.39% |
| 2002-11-27 | $0.0375 | 0.38% |
| 2003-03-05 | $0.0375 | 0.41% |
| 2003-06-02 | $0.0625 | 0.68% |
| 2003-09-11 | $0.3125 | 2.88% |
| 2003-12-11 | $0.0625 | 0.50% |
| 2004-03-08 | $0.0625 | 0.50% |
| 2004-06-02 | $0.0625 | 0.55% |
| 2004-06-18 | $0.2500 | 2.10% |
| 2004-09-13 | $0.0750 | 0.62% |
| 2004-12-01 | $0.0750 | 0.58% |
| 2005-03-02 | $0.0750 | 0.57% |
| 2005-06-01 | $0.0750 | 0.56% |
| 2005-08-31 | $0.0750 | 0.43% |
| 2005-11-30 | $0.0875 | 0.43% |
| 2006-03-01 | $0.0900 | 0.53% |
| 2006-06-01 | $0.0900 | 0.51% |
| 2006-08-30 | $0.1300 | 0.76% |
| 2006-11-29 | $0.1300 | 0.73% |
| 2007-02-28 | $0.1500 | 0.81% |
| 2007-05-30 | $0.1500 | 0.65% |
| 2007-08-30 | $0.1750 | 0.78% |
| 2007-12-10 | $0.1750 | 0.78% |
| 2008-03-04 | $1.7000 | 7.19% |
| 2008-06-04 | $0.2000 | 0.88% |
| 2008-09-02 | $0.2250 | 1.05% |
| 2008-12-04 | $1.7250 | 8.58% |
| 2009-03-04 | $0.2250 | 1.58% |
| 2009-06-03 | $0.2250 | 1.39% |
| 2009-09-02 | $0.2250 | 1.38% |
| 2009-12-03 | $1.2250 | 5.92% |
| 2010-03-03 | $0.2250 | 1.18% |
| 2010-06-02 | $0.2250 | 1.20% |
| 2010-09-01 | $0.2250 | 1.16% |
| 2010-12-01 | $1.2250 | 4.79% |
| 2011-03-10 | $0.2250 | 0.90% |
| 2011-06-01 | $0.2250 | 0.81% |
| 2011-09-07 | $0.2250 | 0.92% |
| 2011-11-30 | $1.2250 | 4.92% |
| 2012-03-16 | $0.2250 | 0.91% |
| 2012-06-18 | $0.2250 | 0.89% |
| 2012-09-06 | $0.2250 | 0.85% |
| 2012-12-11 | $1.2500 | 4.60% |
| 2013-03-14 | $0.2500 | 0.97% |
| 2013-06-12 | $0.2500 | 0.98% |
| 2013-09-06 | $0.2500 | 0.90% |
| 2013-12-10 | $1.2500 | 3.73% |
| 2014-03-19 | $0.2500 | 0.87% |
| 2014-06-12 | $0.2500 | 0.98% |
| 2014-09-23 | $0.2500 | 1.09% |
| 2014-12-16 | $0.2500 | 1.02% |
| 2015-03-19 | $0.2500 | 0.86% |
| 2015-06-25 | $0.2500 | 0.95% |
| 2015-09-22 | $0.2500 | 1.00% |
| 2015-12-16 | $0.2500 | 0.99% |
| 2016-03-08 | $0.2500 | 0.99% |
| 2016-06-09 | $0.2500 | 0.97% |
| 2016-09-20 | $0.2500 | 0.96% |
| 2016-12-21 | $0.2500 | 0.96% |
| 2017-03-16 | $0.2500 | 1.02% |
| 2017-06-16 | $0.2500 | 1.09% |
| 2017-09-22 | $0.2500 | 1.10% |
| 2017-12-15 | $0.2500 | 1.08% |
| 2018-03-16 | $0.2500 | 0.97% |
| 2018-06-14 | $0.2500 | 0.92% |
| 2018-09-21 | $1.2500 | 3.88% |
| 2018-12-20 | $0.2500 | 0.97% |
| 2019-03-18 | $0.2500 | 1.01% |
| 2019-06-18 | $0.2500 | 1.00% |
| 2019-09-19 | $0.2500 | 1.02% |
| 2019-12-20 | $0.2500 | 1.14% |
| 2020-03-23 | $0.2500 | 1.23% |
| 2020-06-18 | $0.2500 | 1.29% |
| 2020-10-02 | $0.2500 | 1.33% |
| 2020-12-21 | $0.2500 | 1.21% |
| 2023-03-23 | $0.1000 | 0.50% |
| 2023-06-22 | $0.1000 | 0.55% |
| 2023-09-29 | $0.1500 | 0.93% |
| 2023-12-14 | $0.1500 | 0.84% |
| 2024-03-21 | $0.1750 | 0.69% |
| 2024-06-17 | $0.2000 | 0.84% |
| 2024-09-20 | $0.2500 | 0.98% |
| 2024-12-20 | $0.2500 | 0.89% |
| 2025-03-21 | $0.2500 | 0.94% |
| 2025-06-16 | $0.2500 | 0.61% |
| 2025-09-19 | $1.0000 | 2.24% |
| 2025-12-19 | $0.2500 | 0.57% |
| 2026-03-20 | $0.2500 | 0.44% |
| Total | 113 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 |
|---|---|---|---|---|
| 2023-03-23 | $67.16 | $13.43 | $0.11 | 2.7554 |
| 2023-06-22 | $67.43 | $13.49 | $0.11 | 3.0247 |
| 2023-09-29 | $101.61 | $20.32 | $0.16 | 5.0230 |
| 2023-12-14 | $102.36 | $20.47 | $0.16 | 4.5681 |
| 2024-03-21 | $120.22 | $24.04 | $0.19 | 3.8058 |
| 2024-06-17 | $138.15 | $27.63 | $0.22 | 4.5655 |
| 2024-09-20 | $173.83 | $34.77 | $0.28 | 5.8437 |
| 2024-12-20 | $175.29 | $35.06 | $0.28 | 5.0416 |
| 2025-03-21 | $176.55 | $35.31 | $0.28 | 5.2834 |
| 2025-06-16 | $177.88 | $35.58 | $0.28 | 3.4885 |
| 2025-09-19 | $714.99 | $143.00 | $1.14 | 12.4125 |
| 2025-12-19 | $181.85 | $36.37 | $0.29 | 3.3773 |
| 2026-03-20 | $182.70 | $36.54 | $0.29 | 2.7259 |
| Total | $2380.03 | $476.01 | $3.81 | 61.9155 |
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.