Expand Energy Corporation (EXE) Stock Total Returns

Growth of $10,000 chart

2021-06-03 to 2026-06-03
to
$
%
%
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Investment Performance

Final Value
$20,491
Total Return
104.91%
CAGR
15.43%
Dividends
$4,250.28
Yield on Cost
42.50%

Rolling Returns

1-Month (21 Trading Days)
Average+1.65%
Median+1.39%
Best+29.12%
Worst-24.75%
% of Windows Positive56.4%
1-Year (252 Trading Days)
Average+19.86%
Median+15.37%
Best+109.50%
Worst-22.18%
% of Windows Positive69.6%
3-Year (756 Trading Days)
Average+45.48%
Median+43.29%
Best+96.84%
Worst+2.75%
% of Windows Positive100.0%

Risk Metrics

Maximum Drawdown -29.87%
Average Drawdown -11.65%
Drawdown Duration 496 Trading Days
Sortino Ratio 0.85
Calmar Ratio 0.52
CVaR (5%) -5.08%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -16.73% (-35.22% ann.) $1673.06 $104.43 $20.89 $0.17
2025 +13.63% +$1363.18 $323.19 $64.64 $0.51
2024 +32.38% +$3238.36 $319.90 $63.98 $0.51
2023 -15.49% $1549.11 $388.63 $77.73 $0.62
2022 +58.74% +$5873.86 $1534.52 $306.90 $2.46
2021 partial +45.74% (+52.90% ann.) +$4574.13 $251.74 $50.35 $0.40

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Reopening reflation / fiscal boom / supply bottlenecks partial February 10, 2021 – November 29, 2021 +38.63% +50.46% +$3862.60 $251.74 $50.35 $0.40
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 +75.46% +81.66% +$7546.34 $1101.16 $220.23 $1.76
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -22.04% -12.57% $2203.51 $875.61 $175.12 $1.40
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – June 3, 2026 +27.03% +15.06% +$2702.86 $670.36 $134.08 $1.07

Dividend History

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

Date Per Share Yield %
2021-05-21 $0.3440 0.68%
2021-08-23 $0.3440 0.65%
2021-11-23 $0.4380 0.72%
2022-03-04 $1.7680 2.20%
2022-05-18 $2.3400 2.59%
2022-08-16 $2.3200 2.42%
2022-11-14 $3.1600 3.09%
2023-03-06 $1.2900 1.53%
2023-05-17 $1.1800 1.48%
2023-08-16 $0.5750 0.69%
2023-11-15 $0.5750 0.71%
2024-03-06 $0.5750 0.69%
2024-05-15 $0.7150 0.79%
2024-08-15 $0.5750 0.80%
2024-11-14 $0.5750 0.60%
2025-03-11 $0.5750 0.58%
2025-05-15 $0.5750 0.51%
2025-08-14 $1.4650 1.52%
2025-11-13 $0.5750 0.48%
2026-03-05 $0.5750 0.54%
2026-05-14 $0.5750 0.60%
Total 21 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
2021-08-23 $64.32 $12.87 $0.10 0.9829
2021-11-23 $82.33 $16.47 $0.13 1.0280
2022-03-04 $334.15 $66.83 $0.54 3.1386
2022-05-18 $449.60 $89.92 $0.72 4.1436
2022-08-16 $455.37 $91.07 $0.73 3.7481
2022-11-14 $632.09 $126.42 $1.01 5.0878
2023-03-06 $264.60 $52.92 $0.43 2.6580
2023-05-17 $245.18 $49.04 $0.39 2.5012
2023-08-16 $120.91 $24.18 $0.19 1.1690
2023-11-15 $121.58 $24.31 $0.19 1.1660
2024-03-06 $122.25 $24.45 $0.19 1.1915
2024-05-15 $152.86 $30.57 $0.24 1.3375
2024-08-15 $123.71 $24.74 $0.20 1.3518
2024-11-14 $124.48 $24.90 $0.20 1.0441
2025-03-11 $125.09 $25.02 $0.20 0.9957
2025-05-15 $125.65 $25.13 $0.20 0.8793
2025-08-14 $321.43 $64.28 $0.51 2.7017
2025-11-13 $127.71 $25.54 $0.20 0.8644
2026-03-05 $128.21 $25.64 $0.21 0.9596
2026-05-14 $128.76 $25.75 $0.21 1.0631
Total $4250.28 $850.06 $6.80 38.0119

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.

LASE

CAGR 5.40% Total 21.32% Final $12,132
2022-09-30 — 2026-06-03
SSNC

CAGR 15.24% Total 891.30% Final $99,130
2010-03-31 — 2026-06-03
CDZI

CAGR -11.88% Total -99.12% Final $88.05
1989-01-03 — 2026-06-03