Genie Energy Ltd. (GNE) Stock Total Returns

Growth of $10,000 chart

2021-04-14 to 2026-04-14
to
$
%
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Investment Performance

Final Value
$24,510
Total Return
145.10%
CAGR
19.64%
Dividends
$2,443.46
Yield on Cost
24.43%

Rolling Returns

1-Month (21 Trading Days)
Average+2.60%
Median+0.61%
Best+81.14%
Worst-36.70%
% of Windows Positive52.2%
1-Year (252 Trading Days)
Average+41.21%
Median+27.15%
Best+201.11%
Worst-49.03%
% of Windows Positive72.0%
3-Year (756 Trading Days)
Average+134.87%
Median+153.59%
Best+272.38%
Worst-0.51%
% of Windows Positive99.8%

Risk Metrics

Maximum Drawdown -54.28%
Average Drawdown -25.80%
Drawdown Duration 575 Trading Days (Unrecovered)
Sortino Ratio 0.90
Calmar Ratio 0.36
CVaR (5%) -6.26%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +0.93% (+3.30% ann.) +$93.00 $54.43 $10.89 $0.09
2025 -10.28% $1027.99 $193.51 $38.70 $0.31
2024 -43.76% $4375.74 $107.22 $21.44 $0.17
2023 +176.18% +$17617.69 $292.03 $58.41 $0.46
2022 +93.32% +$9331.97 $704.06 $140.81 $1.13
2021 -21.86% $2186.35 $110.96 $22.19 $0.17
2020 -3.56% $355.50 $432.71 $86.54 $0.69
2019 +31.95% +$3195.15 $502.79 $100.57 $0.80
2018 +44.59% +$4458.55 $700.49 $140.10 $1.12
2017 -21.17% $2116.92 $529.09 $105.82 $0.84
2016 -47.03% $4703.12 $217.22 $43.45 $0.36
2015 +82.35% +$8234.70 $194.81 $38.96 $0.31
2014 -39.04% $3903.64 $58.77 $11.75 $0.09
2013 +43.80% +$4380.29 $0.00 $0.00 $0.00
2012 -9.23% $922.72 $168.41 $33.68 $0.26
2011 partial -7.33% (-34.79% ann.) $732.53 $58.14 $11.63 $0.09

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Policy-led rebound / euro-sovereign-crisis overlay partial October 26, 2011 – July 25, 2012 -17.04% -22.12% $1704.42 $155.29 $31.06 $0.24
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +37.80% +4.33% +$3779.89 $2099.62 $419.94 $3.36
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -23.18% -95.07% $2317.95 $89.60 $17.92 $0.15
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +40.37% +72.57% +$4036.77 $271.40 $54.28 $0.43
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 -44.17% -42.47% $4416.94 $92.29 $18.46 $0.15
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 +92.45% +100.39% +$9245.01 $773.11 $154.62 $1.23
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +84.44% +39.14% +$8444.35 $647.11 $129.43 $1.03
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 -16.60% -10.93% $1659.79 $267.34 $53.47 $0.43

Dividend History

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

Date Per Share Yield %
2011-12-20 $0.0500 0.68%
2012-03-22 $0.0330 0.32%
2012-05-17 $0.0500 0.69%
2012-08-16 $0.0500 0.69%
2014-11-20 $0.0600 0.91%
2015-03-19 $0.0600 0.80%
2015-05-13 $0.0600 0.47%
2016-02-03 $0.0600 0.72%
2016-05-12 $0.0600 0.78%
2016-08-15 $0.0600 0.92%
2016-11-17 $0.0600 0.97%
2017-03-16 $0.0750 1.25%
2017-05-11 $0.0750 0.99%
2017-08-11 $0.0750 1.24%
2017-11-10 $0.0750 1.31%
2018-03-16 $0.0750 1.52%
2018-05-14 $0.0750 1.44%
2018-08-14 $0.0750 1.42%
2018-11-16 $0.0750 1.15%
2019-03-22 $0.0750 0.88%
2019-05-17 $0.0750 0.75%
2019-08-15 $0.0750 1.04%
2019-11-15 $0.0750 0.92%
2020-03-23 $0.0750 1.14%
2020-05-18 $0.0850 1.05%
2020-08-17 $0.0850 0.94%
2020-12-03 $0.0850 1.02%
2021-12-20 $0.0800 1.40%
2022-02-18 $0.0750 1.23%
2022-05-05 $0.0850 1.30%
2022-05-19 $0.0750 1.01%
2022-08-17 $0.0750 0.70%
2022-11-10 $0.0750 0.79%
2023-02-17 $0.0750 0.59%
2023-05-18 $0.0750 0.50%
2023-08-11 $0.0750 0.50%
2023-11-10 $0.0750 0.31%
2024-02-16 $0.0750 0.40%
2024-05-17 $0.0750 0.48%
2024-08-14 $0.0750 0.48%
2024-11-12 $0.0750 0.45%
2025-02-18 $0.0750 0.53%
2025-05-19 $0.0750 0.41%
2025-08-11 $0.0750 0.46%
2025-11-10 $0.0750 0.51%
2026-02-18 $0.0750 0.51%
Total 46 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
2021-12-20 $128.00 $25.60 $0.20 18.2818
2022-02-18 $121.37 $24.27 $0.19 16.0701
2022-05-05 $138.92 $27.78 $0.22 17.1428
2022-05-19 $123.87 $24.78 $0.20 13.7349
2022-08-17 $124.89 $24.98 $0.20 9.3104
2022-11-10 $125.59 $25.12 $0.20 10.7128
2023-02-17 $126.39 $25.28 $0.20 8.0217
2023-05-18 $126.99 $25.40 $0.20 6.7059
2023-08-11 $127.50 $25.50 $0.20 6.6230
2023-11-10 $128.00 $25.60 $0.20 4.2123
2024-02-16 $128.31 $25.66 $0.20 5.5950
2024-05-17 $128.74 $25.75 $0.20 6.7132
2024-08-14 $129.24 $25.85 $0.21 6.6057
2024-11-12 $129.73 $25.95 $0.21 6.4413
2025-02-18 $130.21 $26.04 $0.21 7.2296
2025-05-19 $130.76 $26.15 $0.21 5.4287
2025-08-11 $131.16 $26.23 $0.21 6.4285
2025-11-10 $131.65 $26.33 $0.21 7.0398
2026-02-18 $132.17 $26.44 $0.21 7.4002
Total $2443.46 $488.69 $3.91 169.6975

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.

REAL

CAGR -13.76% Total -63.43% Final $3,657
2019-06-28 — 2026-04-14
ATKR

CAGR 16.33% Total 343.15% Final $44,315
2016-06-10 — 2026-04-14
HBT

CAGR 12.86% Total 119.81% Final $21,981
2019-10-11 — 2026-04-14