Genie Energy Ltd. (GNE) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$24,507
Total Return
145.07%
CAGR
19.64%
Dividends
$2,635.23
Yield on Cost
26.35%
Rolling Returns
1-Month (21 Trading Days)
| Average | +2.51% |
| Median | +0.35% |
| Best | +81.14% |
| Worst | -36.70% |
| % of Windows Positive | 51.5% |
1-Year (252 Trading Days)
| Average | +40.02% |
| Median | +26.17% |
| Best | +201.11% |
| Worst | -49.03% |
| % of Windows Positive | 68.5% |
3-Year (756 Trading Days)
| Average | +122.23% |
| Median | +142.63% |
| Best | +272.38% |
| Worst | -14.08% |
| % of Windows Positive | 93.4% |
Risk Metrics
| Maximum Drawdown | -55.90% |
| Average Drawdown | -26.93% |
| Drawdown Duration | 610 Trading Days (Unrecovered) |
| Sortino Ratio | 0.90 |
| Calmar Ratio | 0.35 |
| CVaR (5%) | -6.31% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -1.34% (-3.16% ann.) | $134.40 | $109.08 | $21.82 | $0.17 |
| 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
about| 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 – June 3, 2026 | -18.48% | -11.29% | $1847.70 | $312.51 | $62.50 | $0.51 |
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% |
| 2026-05-22 | $0.0750 | 0.54% |
| Total | 47 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 |
|---|---|---|---|---|
| 2021-12-20 | $130.93 | $26.19 | $0.21 | 18.7007 |
| 2022-02-18 | $124.15 | $24.83 | $0.19 | 16.4383 |
| 2022-05-05 | $142.10 | $28.42 | $0.23 | 17.5355 |
| 2022-05-19 | $126.71 | $25.34 | $0.21 | 14.0496 |
| 2022-08-17 | $127.76 | $25.55 | $0.21 | 9.5237 |
| 2022-11-10 | $128.46 | $25.70 | $0.21 | 10.9582 |
| 2023-02-17 | $129.29 | $25.86 | $0.21 | 8.2055 |
| 2023-05-18 | $129.90 | $25.98 | $0.21 | 6.8596 |
| 2023-08-11 | $130.42 | $26.09 | $0.21 | 6.7747 |
| 2023-11-10 | $130.93 | $26.19 | $0.21 | 4.3089 |
| 2024-02-16 | $131.25 | $26.25 | $0.21 | 5.7232 |
| 2024-05-17 | $131.68 | $26.34 | $0.21 | 6.8670 |
| 2024-08-14 | $132.20 | $26.44 | $0.22 | 6.7570 |
| 2024-11-12 | $132.70 | $26.54 | $0.22 | 6.5889 |
| 2025-02-18 | $133.19 | $26.63 | $0.22 | 7.3953 |
| 2025-05-19 | $133.75 | $26.75 | $0.22 | 5.5531 |
| 2025-08-11 | $134.16 | $26.83 | $0.22 | 6.5758 |
| 2025-11-10 | $134.67 | $26.93 | $0.22 | 7.2011 |
| 2026-02-18 | $135.20 | $27.05 | $0.22 | 7.5697 |
| 2026-05-22 | $135.77 | $27.16 | $0.22 | 7.7816 |
| Total | $2635.23 | $527.05 | $4.21 | 181.3674 |
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.