Evergy, Inc. (EVRG) Stock Total Returns

Growth of $10,000 chart

2021-04-12 to 2026-04-10
to
$
%
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Investment Performance

Final Value
$16,067
Total Return
60.67%
CAGR
9.96%
Dividends
$2,208.30
Yield on Cost
22.08%

Rolling Returns

1-Month (21 Trading Days)
Average+0.85%
Median+1.02%
Best+14.68%
Worst-19.91%
% of Windows Positive56.8%
1-Year (252 Trading Days)
Average+8.23%
Median+5.64%
Best+44.78%
Worst-22.27%
% of Windows Positive55.6%
3-Year (756 Trading Days)
Average+15.88%
Median+10.78%
Best+59.14%
Worst-11.53%
% of Windows Positive77.2%

Risk Metrics

Maximum Drawdown -30.66%
Average Drawdown -9.90%
Drawdown Duration 705 Trading Days
Sortino Ratio 0.84
Calmar Ratio 0.32
CVaR (5%) -2.77%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +16.08% (+72.39% ann.) +$1607.96 $95.88 $19.18 $0.15
2025 +21.47% +$2146.72 $443.87 $88.77 $0.71
2024 +22.26% +$2226.36 $504.76 $100.95 $0.81
2023 -14.07% $1406.76 $399.44 $79.89 $0.64
2022 -5.60% $559.91 $343.51 $68.70 $0.55
2021 +27.08% +$2708.08 $396.69 $79.34 $0.63
2020 -12.26% $1225.82 $318.09 $63.62 $0.51
2019 +17.62% +$1762.37 $343.40 $68.68 $0.55
2018 +10.23% +$1023.18 $331.83 $66.37 $0.53
2017 -4.05% $404.64 $286.50 $57.30 $0.46
2016 +35.99% +$3598.69 $361.76 $72.35 $0.58
2015 +6.06% +$606.39 $353.35 $70.67 $0.57
2014 +32.19% +$3218.83 $440.42 $88.08 $0.70
2013 +16.39% +$1639.27 $481.45 $96.29 $0.77
2012 +3.16% +$316.02 $465.08 $93.02 $0.74
2011 +18.91% +$1891.30 $516.31 $103.26 $0.83
2010 +20.94% +$2094.43 $580.64 $116.13 $0.93
2009 +11.56% +$1156.14 $597.82 $119.56 $0.96
2008 -17.53% $1752.66 $454.00 $90.80 $0.73
2007 +3.33% +$332.73 $421.25 $84.25 $0.67
2006 +25.01% +$2501.02 $471.63 $94.33 $0.75
2005 -2.99% $299.28 $407.03 $81.41 $0.65
2004 +16.47% +$1646.99 $399.80 $79.96 $0.64
2003 +112.44% +$11243.97 $780.14 $156.03 $1.25
2002 -38.29% $3829.04 $713.87 $142.77 $1.14
2001 -27.27% $2727.43 $491.57 $98.31 $0.78
2000 +55.93% +$5592.50 $868.53 $173.71 $1.39
1999 -45.24% $4524.34 $659.18 $131.83 $1.05
1998 -19.17% $1917.39 $505.73 $101.15 $0.81
1997 +46.42% +$4642.49 $693.95 $138.79 $1.11
1996 -2.35% $234.96 $629.83 $125.96 $1.01
1995 +22.74% +$2274.33 $719.42 $143.88 $1.15
1994 -13.33% $1333.48 $579.28 $115.86 $0.93
1993 +15.71% +$1571.39 $626.18 $125.24 $1.00
1992 +17.10% +$1709.62 $683.81 $136.76 $1.09
1991 +41.52% +$4151.99 $760.57 $152.12 $1.22
1990 -8.82% $881.71 $745.24 $149.05 $1.19
1989 +14.87% +$1486.60 $787.34 $157.47 $1.25
1988 +7.04% +$704.02 $776.32 $155.26 $1.24
1987 -12.37% $1237.40 $618.13 $123.63 $0.99
1986 +38.32% +$3832.29 $198.74 $39.75 $0.32
1985 +18.66% +$1865.67 $0.00 $0.00 $0.00
1984 +11.67% +$1166.67 $0.00 $0.00 $0.00
1983 +24.35% +$2435.23 $0.00 $0.00 $0.00
1982 +30.41% +$3040.54 $0.00 $0.00 $0.00
1981 +8.82% +$882.35 $0.00 $0.00 $0.00
1980 -2.16% $215.83 $0.00 $0.00 $0.00
1979 -8.55% $855.25 $0.00 $0.00 $0.00
1978 -7.32% $731.71 $0.00 $0.00 $0.00
1977 +1.86% +$186.34 $0.00 $0.00 $0.00
1976 +11.03% +$1103.44 $0.00 $0.00 $0.00
1975 +9.85% +$984.85 $0.00 $0.00 $0.00
1974 -15.92% $1592.36 $0.00 $0.00 $0.00
1973 partial -24.00% (-27.40% ann.) $2400.15 $141.63 $28.33 $0.23

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Dot-com bubble / TMT mania August 9, 1995 – March 10, 2000 -25.78% -6.29% $2577.53 $3693.79 $738.76 $5.91
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 -37.75% -16.82% $3774.94 $1852.60 $370.53 $2.96
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +222.97% +26.45% +$22297.22 $5154.52 $1030.90 $8.25
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -37.84% -28.57% $3783.62 $683.50 $136.70 $1.09
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +124.08% +27.00% +$12408.48 $2829.61 $565.92 $4.53
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +198.69% +15.56% +$19869.31 $4291.23 $858.25 $6.87
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -38.58% -99.62% $3858.17 $68.65 $13.73 $0.11
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +10.15% +16.83% +$1015.22 $199.87 $39.97 $0.32
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +16.63% +15.71% +$1662.70 $475.00 $95.00 $0.76
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -3.05% -3.23% $304.82 $273.49 $54.70 $0.44
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +7.80% +4.14% +$780.13 $839.99 $168.00 $1.34
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 10, 2026 +42.16% +25.34% +$4216.34 $673.48 $134.70 $1.08

Dividend History

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

Date Per Share Yield %
1973-02-28 $0.1850 1.44%
1986-12-01 $0.3950 1.37%
1987-02-24 $0.4125 1.47%
1987-06-01 $0.4130 1.59%
1987-08-26 $0.4120 1.57%
1987-12-01 $0.4120 1.79%
1988-02-25 $0.4300 1.65%
1988-05-25 $0.4300 1.79%
1988-08-30 $0.4300 1.81%
1988-11-29 $0.4300 1.84%
1989-02-28 $0.4400 1.96%
1989-05-30 $0.4400 1.83%
1989-08-29 $0.4400 1.80%
1989-11-28 $0.4400 1.80%
1990-02-27 $0.4500 1.97%
1990-05-29 $0.4500 1.98%
1990-08-28 $0.4500 2.06%
1990-11-28 $0.4500 2.12%
1991-01-22 $0.1800 0.82%
1991-02-26 $0.4650 1.98%
1991-05-28 $0.4650 1.89%
1991-08-28 $0.4650 1.78%
1992-02-27 $0.4750 1.73%
1992-05-28 $0.4750 1.78%
1992-08-31 $0.4750 1.56%
1992-11-30 $0.4750 1.52%
1993-02-26 $0.4850 1.37%
1993-05-27 $0.4850 1.41%
1993-08-30 $0.4850 1.30%
1993-11-30 $0.4850 1.39%
1994-02-28 $0.4950 1.62%
1994-05-27 $0.4950 1.74%
1994-08-30 $0.4950 1.69%
1994-11-30 $0.4950 1.74%
1995-02-28 $0.5050 1.54%
1995-05-30 $0.5050 1.60%
1995-08-31 $0.5050 1.65%
1995-12-01 $0.5050 1.52%
1996-02-29 $0.5150 1.57%
1996-05-31 $0.5150 1.75%
1996-08-30 $0.5150 1.72%
1996-12-02 $0.5150 1.63%
1997-02-28 $0.5250 1.69%
1997-06-04 $0.5250 1.62%
1997-09-02 $0.5250 1.57%
1997-12-05 $0.5250 1.35%
1998-03-05 $0.5350 1.29%
1998-06-05 $0.5350 1.38%
1998-09-04 $0.5350 1.36%
1998-12-07 $0.5350 1.51%
1999-03-05 $0.5350 1.88%
1999-06-07 $0.5350 1.89%
1999-09-07 $0.5350 2.28%
1999-12-07 $0.5350 2.79%
2000-03-07 $0.5350 3.32%
2000-06-07 $0.3000 1.88%
2000-09-06 $0.3000 1.50%
2000-12-06 $0.3000 1.28%
2001-03-07 $0.3000 1.22%
2001-06-06 $0.3000 1.39%
2001-09-05 $0.3000 1.63%
2001-12-05 $0.3000 1.72%
2002-03-06 $0.3000 1.72%
2002-06-05 $0.3000 1.80%
2002-09-05 $0.3000 2.51%
2002-12-05 $0.3000 2.56%
2003-03-05 $0.1900 1.56%
2003-06-05 $0.1900 1.19%
2003-09-05 $0.1900 1.06%
2003-12-05 $0.1900 0.96%
2004-03-05 $0.1900 0.93%
2004-06-07 $0.1900 0.98%
2004-09-07 $0.1900 0.91%
2004-12-07 $0.2300 1.03%
2005-03-07 $0.2300 1.00%
2005-06-07 $0.2300 0.99%
2005-09-07 $0.2300 0.95%
2005-12-07 $0.2300 1.01%
2006-03-07 $0.2500 1.18%
2006-06-07 $0.2500 1.15%
2006-09-06 $0.2500 1.04%
2006-12-06 $0.2500 0.93%
2007-03-07 $0.2700 1.02%
2007-06-06 $0.2700 1.01%
2007-09-05 $0.2700 1.09%
2007-12-05 $0.2700 1.04%
2008-03-05 $0.2900 1.25%
2008-06-05 $0.2900 1.22%
2008-09-05 $0.2900 1.31%
2008-12-05 $0.2900 1.54%
2009-03-05 $0.3000 1.87%
2009-06-05 $0.3000 1.62%
2009-09-04 $0.3000 1.48%
2009-12-07 $0.3000 1.41%
2010-03-05 $0.3100 1.40%
2010-06-07 $0.3100 1.43%
2010-09-07 $0.3100 1.27%
2010-12-07 $0.3100 1.22%
2011-03-07 $0.3200 1.24%
2011-06-07 $0.3200 1.21%
2011-09-07 $0.3200 1.25%
2011-12-07 $0.3200 1.17%
2012-03-07 $0.3300 1.19%
2012-06-06 $0.3300 1.14%
2012-09-05 $0.3300 1.12%
2012-12-05 $0.3300 1.16%
2013-03-07 $0.3400 1.06%
2013-06-05 $0.3400 1.09%
2013-09-05 $0.3400 1.11%
2013-12-05 $0.3400 1.06%
2014-03-06 $0.3500 1.01%
2014-06-05 $0.3500 0.97%
2014-09-05 $0.3500 0.95%
2014-12-05 $0.3500 0.89%
2015-03-05 $0.3600 0.94%
2015-06-05 $0.3600 1.02%
2015-09-04 $0.3600 1.00%
2015-12-07 $0.3600 0.86%
2016-03-07 $0.3800 0.88%
2016-06-07 $0.3800 0.67%
2016-09-07 $0.3800 0.69%
2016-12-07 $0.3800 0.67%
2017-03-07 $0.4000 0.73%
2017-06-07 $0.4000 0.75%
2017-09-07 $0.4000 0.79%
2017-12-07 $0.4000 0.71%
2018-03-08 $0.4000 0.81%
2018-05-29 $0.4000 0.71%
2018-08-28 $0.4600 0.81%
2018-11-28 $0.4750 0.79%
2019-03-01 $0.4750 0.85%
2019-05-29 $0.4750 0.81%
2019-08-29 $0.4750 0.73%
2019-11-26 $0.5050 0.79%
2020-03-06 $0.5050 0.71%
2020-05-19 $0.5050 0.86%
2020-08-19 $0.5050 0.96%
2020-11-19 $0.5350 0.97%
2021-03-05 $0.5350 0.98%
2021-05-20 $0.5350 0.85%
2021-08-19 $0.5350 0.78%
2021-11-18 $0.5730 0.87%
2022-03-04 $0.5730 0.92%
2022-05-19 $0.5730 0.85%
2022-08-18 $0.5730 0.81%
2022-11-17 $0.6130 1.03%
2023-03-08 $0.6130 1.05%
2023-05-18 $0.6130 1.02%
2023-08-18 $0.6130 1.08%
2023-11-21 $0.6430 1.27%
2024-03-08 $0.6430 1.25%
2024-05-17 $0.6430 1.16%
2024-08-20 $0.6430 1.09%
2024-11-21 $0.6680 1.04%
2025-03-10 $0.6680 1.02%
2025-05-23 $0.6680 1.01%
2025-08-22 $0.6680 0.92%
2025-11-21 $0.6950 0.92%
2026-03-10 $0.6950 0.84%
Total 159 payments

Portfolio Dividend Returns

Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-10 to 2026-04-10. Change
Date Total Yield Tax Trans. Cost Shares Bought
2021-05-20 $87.81 $17.56 $0.14 1.1325
2021-08-19 $88.41 $17.68 $0.14 1.0290
2021-11-18 $95.28 $19.06 $0.15 1.1691
2022-03-04 $95.95 $19.19 $0.15 1.2026
2022-05-19 $96.64 $19.33 $0.15 1.1568
2022-08-18 $97.30 $19.46 $0.16 1.0951
2022-11-17 $104.77 $20.95 $0.17 1.4375
2023-03-08 $105.65 $21.13 $0.17 1.4345
2023-05-18 $106.53 $21.31 $0.17 1.4357
2023-08-18 $107.41 $21.48 $0.17 1.5205
2023-11-21 $113.64 $22.73 $0.18 1.8074
2024-03-08 $114.80 $22.96 $0.18 1.7777
2024-05-17 $115.95 $23.19 $0.19 1.6798
2024-08-20 $117.03 $23.41 $0.19 1.6151
2024-11-21 $122.66 $24.53 $0.20 1.5169
2025-03-10 $123.67 $24.73 $0.20 1.5176
2025-05-23 $124.68 $24.94 $0.20 1.5129
2025-08-22 $125.69 $25.14 $0.20 1.3880
2025-11-21 $131.74 $26.35 $0.21 1.3867
2026-03-10 $132.70 $26.54 $0.21 1.2932
Total $2208.30 $441.66 $3.53 28.1084

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.

NG

CAGR 3.30% Total 106.40% Final $20,640
2003-12-04 — 2026-04-10
VTR

CAGR 8.67% Total 1007.06% Final $110,706
1997-05-05 — 2026-04-10
DSGN

CAGR -18.49% Total -64.25% Final $3,575
2021-03-29 — 2026-04-10