MGE Energy, Inc. (MGEE) Stock Total Returns
Growth of $10,000 chart
2021-04-12 to 2026-04-10 to
$
%
%
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Investment Performance
Final Value
$12,130
Total Return
21.30%
CAGR
3.94%
Dividends
$1,220.71
Yield on Cost
12.21%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.39% |
| Median | -0.12% |
| Best | +30.35% |
| Worst | -19.03% |
| % of Windows Positive | 49.4% |
1-Year (252 Trading Days)
| Average | +5.05% |
| Median | +2.22% |
| Best | +54.88% |
| Worst | -24.09% |
| % of Windows Positive | 56.4% |
3-Year (756 Trading Days)
| Average | +20.01% |
| Median | +18.31% |
| Best | +51.11% |
| Worst | +2.76% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -31.31% |
| Average Drawdown | -11.40% |
| Drawdown Duration | 349 Trading Days (Unrecovered) |
| Sortino Ratio | 0.44 |
| Calmar Ratio | 0.13 |
| CVaR (5%) | -2.88% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +3.47% (+13.28% ann.) | +$347.29 | $60.57 | $12.11 | $0.10 |
| 2025 | -15.10% | $1510.44 | $198.11 | $39.62 | $0.32 |
| 2024 | +32.20% | +$3219.79 | $244.63 | $48.93 | $0.39 |
| 2023 | +4.63% | +$462.57 | $239.17 | $47.83 | $0.38 |
| 2022 | -12.95% | $1294.66 | $194.79 | $38.96 | $0.31 |
| 2021 | +19.42% | +$1942.21 | $217.89 | $43.58 | $0.35 |
| 2020 | -9.66% | $965.56 | $184.58 | $36.92 | $0.30 |
| 2019 | +33.53% | +$3352.79 | $231.93 | $46.39 | $0.37 |
| 2018 | -3.30% | $329.97 | $210.97 | $42.19 | $0.34 |
| 2017 | -1.86% | $185.76 | $194.40 | $38.88 | $0.31 |
| 2016 | +43.26% | +$4326.32 | $261.76 | $52.35 | $0.42 |
| 2015 | +4.06% | +$405.57 | $255.61 | $51.12 | $0.41 |
| 2014 | +21.20% | +$2119.84 | $291.02 | $58.20 | $0.47 |
| 2013 | +15.98% | +$1598.01 | $318.05 | $63.61 | $0.51 |
| 2012 | +11.83% | +$1183.41 | $336.12 | $67.22 | $0.54 |
| 2011 | +12.59% | +$1258.75 | $358.46 | $71.69 | $0.57 |
| 2010 | +23.55% | +$2355.20 | $421.12 | $84.22 | $0.67 |
| 2009 | +12.24% | +$1223.69 | $448.70 | $89.74 | $0.72 |
| 2008 | -3.79% | $378.56 | $409.52 | $81.90 | $0.65 |
| 2007 | +0.20% | +$19.71 | $389.20 | $77.84 | $0.62 |
| 2006 | +11.54% | +$1154.20 | $413.94 | $82.79 | $0.66 |
| 2005 | -2.95% | $294.96 | $385.73 | $77.15 | $0.62 |
| 2004 | +18.53% | +$1853.09 | $438.18 | $87.64 | $0.70 |
| 2003 | +21.71% | +$2170.88 | $510.65 | $102.13 | $0.82 |
| 2002 | +5.27% | +$527.11 | $513.47 | $102.69 | $0.82 |
| 2001 | +22.11% | +$2211.29 | $597.05 | $119.41 | $0.95 |
| 2000 | +18.60% | +$1860.20 | $667.49 | $133.50 | $1.07 |
| 1999 | -6.96% | $695.82 | $582.18 | $116.43 | $0.93 |
| 1998 | +3.55% | +$354.88 | $572.47 | $114.49 | $0.91 |
| 1997 | +19.35% | +$1935.39 | $645.84 | $129.17 | $1.03 |
| 1996 | -9.42% | $942.33 | $553.90 | $110.78 | $0.89 |
| 1995 | +12.84% | +$1283.84 | $592.00 | $118.40 | $0.95 |
| 1994 | +0.84% | +$83.89 | $563.89 | $112.78 | $0.90 |
| 1993 | +8.43% | +$843.46 | $575.49 | $115.10 | $0.92 |
| 1992 | +10.93% | +$1093.07 | $593.88 | $118.78 | $0.95 |
| 1991 | +46.59% | +$4659.12 | $1006.82 | $201.37 | $1.61 |
| 1990 | +0.36% | +$36.27 | $743.94 | $148.78 | $1.19 |
| 1989 | +21.36% | +$2136.26 | $831.52 | $166.31 | $1.33 |
| 1988 | +0.74% | +$74.12 | $765.84 | $153.17 | $1.22 |
| 1987 | -0.27% | $27.07 | $702.24 | $140.45 | $1.12 |
| 1986 | +25.79% | +$2579.19 | $0.00 | $0.00 | $0.00 |
| 1985 | +22.78% | +$2277.78 | $0.00 | $0.00 | $0.00 |
| 1984 | +9.76% | +$975.61 | $0.00 | $0.00 | $0.00 |
| 1983 | +8.61% | +$860.92 | $0.00 | $0.00 | $0.00 |
| 1982 | +30.17% | +$3017.24 | $0.00 | $0.00 | $0.00 |
| 1981 | +5.45% | +$545.46 | $0.00 | $0.00 | $0.00 |
| 1980 partial | +13.40% (+17.23% ann.) | +$1340.20 | $0.00 | $0.00 | $0.00 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | -1.73% | -0.38% | $172.73 | $3063.53 | $612.70 | $4.90 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +67.94% | +22.32% | +$6793.87 | $2047.88 | $409.58 | $3.28 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +57.82% | +9.56% | +$5781.51 | $2859.45 | $571.89 | $4.58 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -16.08% | -11.67% | $1607.77 | $632.04 | $126.41 | $1.01 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +87.20% | +20.41% | +$8720.01 | $1814.14 | $362.83 | $2.90 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +195.44% | +15.39% | +$19544.35 | $3057.96 | $611.59 | $4.89 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -29.07% | -98.02% | $2906.97 | $43.31 | $8.66 | $0.07 |
| Policy bazooka / monetary euphoria | March 25, 2020 – November 6, 2020 | +22.83% | +39.42% | +$2282.99 | $132.65 | $26.53 | $0.21 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +8.98% | +8.50% | +$898.21 | $214.77 | $42.95 | $0.34 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -6.33% | -6.70% | $632.52 | $217.02 | $43.40 | $0.35 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +34.57% | +17.37% | +$3457.21 | $487.61 | $97.52 | $0.78 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 10, 2026 | -8.82% | -5.75% | $881.59 | $308.56 | $61.71 | $0.49 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1987-02-26 | $0.1748 | 1.64% |
| 1987-05-26 | $0.1748 | 1.80% |
| 1987-08-26 | $0.1793 | 1.78% |
| 1987-11-24 | $0.1793 | 1.88% |
| 1988-02-24 | $0.1793 | 1.88% |
| 1988-05-25 | $0.1793 | 1.89% |
| 1988-08-26 | $0.1837 | 1.92% |
| 1988-11-25 | $0.1837 | 1.95% |
| 1989-02-23 | $0.1837 | 2.03% |
| 1989-05-25 | $0.1837 | 1.69% |
| 1989-08-28 | $0.1896 | 1.78% |
| 1989-11-27 | $0.1896 | 1.80% |
| 1990-02-23 | $0.1896 | 1.87% |
| 1990-05-25 | $0.1896 | 1.98% |
| 1990-08-27 | $0.1926 | 2.02% |
| 1990-11-26 | $0.1926 | 1.91% |
| 1991-02-25 | $0.1926 | 1.77% |
| 1991-05-24 | $0.1926 | 1.73% |
| 1991-08-26 | $0.1956 | 1.66% |
| 1991-11-22 | $0.1956 | 1.52% |
| 1991-12-26 | $0.1956 | 1.45% |
| 1992-02-24 | $0.1956 | 1.45% |
| 1992-05-26 | $0.1956 | 1.47% |
| 1992-08-26 | $0.2022 | 1.42% |
| 1992-11-24 | $0.2022 | 1.46% |
| 1993-02-23 | $0.2022 | 1.39% |
| 1993-05-25 | $0.2022 | 1.29% |
| 1993-08-26 | $0.2067 | 1.31% |
| 1993-11-24 | $0.2067 | 1.41% |
| 1994-02-23 | $0.2067 | 1.48% |
| 1994-05-25 | $0.2067 | 1.40% |
| 1994-08-26 | $0.2089 | 1.42% |
| 1994-11-25 | $0.2089 | 1.42% |
| 1995-02-23 | $0.2089 | 1.45% |
| 1995-05-25 | $0.2089 | 1.48% |
| 1995-08-30 | $0.2111 | 1.44% |
| 1995-11-29 | $0.2111 | 1.43% |
| 1996-02-28 | $0.2100 | 1.19% |
| 1996-05-29 | $0.2120 | 1.33% |
| 1996-08-28 | $0.2133 | 1.39% |
| 1996-11-26 | $0.2133 | 1.49% |
| 1997-02-26 | $0.2133 | 1.47% |
| 1997-05-28 | $0.2133 | 1.54% |
| 1997-08-27 | $0.2147 | 1.60% |
| 1997-11-26 | $0.2147 | 1.62% |
| 1998-02-25 | $0.2147 | 1.43% |
| 1998-05-28 | $0.2147 | 1.50% |
| 1998-08-28 | $0.2167 | 1.41% |
| 1998-11-27 | $0.2167 | 1.42% |
| 1999-02-25 | $0.2167 | 1.61% |
| 1999-05-27 | $0.2167 | 1.41% |
| 1999-08-30 | $0.2167 | 1.52% |
| 1999-11-29 | $0.2167 | 1.61% |
| 2000-02-28 | $0.2167 | 1.79% |
| 2000-05-30 | $0.2187 | 1.71% |
| 2000-08-30 | $0.2207 | 1.68% |
| 2000-11-29 | $0.2207 | 1.54% |
| 2001-02-27 | $0.2207 | 1.41% |
| 2001-05-30 | $0.2207 | 1.38% |
| 2001-08-29 | $0.2220 | 1.36% |
| 2001-11-28 | $0.2220 | 1.25% |
| 2002-02-27 | $0.2220 | 1.27% |
| 2002-05-29 | $0.2220 | 1.20% |
| 2002-08-28 | $0.2240 | 1.22% |
| 2002-11-26 | $0.2240 | 1.23% |
| 2003-03-04 | $0.2240 | 1.26% |
| 2003-05-28 | $0.2240 | 1.12% |
| 2003-08-27 | $0.2253 | 1.06% |
| 2003-11-26 | $0.2253 | 1.04% |
| 2004-02-26 | $0.2253 | 1.07% |
| 2004-05-27 | $0.2253 | 1.10% |
| 2004-08-30 | $0.2280 | 1.07% |
| 2004-11-29 | $0.2280 | 0.99% |
| 2005-02-25 | $0.2280 | 0.97% |
| 2005-05-27 | $0.2280 | 0.96% |
| 2005-08-30 | $0.2300 | 0.95% |
| 2005-11-29 | $0.2300 | 0.99% |
| 2006-02-27 | $0.2300 | 1.01% |
| 2006-05-30 | $0.2300 | 1.10% |
| 2006-08-30 | $0.2320 | 1.04% |
| 2006-11-29 | $0.2320 | 1.04% |
| 2007-02-27 | $0.2320 | 0.99% |
| 2007-05-30 | $0.2320 | 1.03% |
| 2007-08-29 | $0.2367 | 1.09% |
| 2007-11-28 | $0.2367 | 1.01% |
| 2008-02-27 | $0.2367 | 1.07% |
| 2008-05-28 | $0.2367 | 1.03% |
| 2008-08-27 | $0.2413 | 1.05% |
| 2008-11-26 | $0.2413 | 1.03% |
| 2009-02-25 | $0.2413 | 1.20% |
| 2009-05-28 | $0.2413 | 1.18% |
| 2009-08-28 | $0.2453 | 1.00% |
| 2009-11-27 | $0.2453 | 1.05% |
| 2010-02-25 | $0.2453 | 1.07% |
| 2010-05-27 | $0.2453 | 1.05% |
| 2010-08-30 | $0.2500 | 1.00% |
| 2010-11-29 | $0.2500 | 0.90% |
| 2011-02-25 | $0.2500 | 0.91% |
| 2011-05-27 | $0.2500 | 0.91% |
| 2011-08-30 | $0.2553 | 0.89% |
| 2011-11-29 | $0.2553 | 0.89% |
| 2012-02-28 | $0.2553 | 0.84% |
| 2012-05-30 | $0.2553 | 0.84% |
| 2012-08-29 | $0.2633 | 0.79% |
| 2012-11-28 | $0.2633 | 0.79% |
| 2013-02-27 | $0.2633 | 0.73% |
| 2013-05-29 | $0.2633 | 0.71% |
| 2013-08-28 | $0.2720 | 0.76% |
| 2013-11-26 | $0.2720 | 0.72% |
| 2014-02-26 | $0.2720 | 0.70% |
| 2014-05-28 | $0.2720 | 0.72% |
| 2014-08-27 | $0.2830 | 0.71% |
| 2014-11-26 | $0.2830 | 0.64% |
| 2015-02-25 | $0.2830 | 0.64% |
| 2015-05-28 | $0.2830 | 0.72% |
| 2015-08-28 | $0.2950 | 0.77% |
| 2015-11-27 | $0.2950 | 0.69% |
| 2016-02-26 | $0.2950 | 0.56% |
| 2016-05-27 | $0.2950 | 0.58% |
| 2016-08-30 | $0.3080 | 0.56% |
| 2016-11-29 | $0.3080 | 0.50% |
| 2017-02-27 | $0.3080 | 0.47% |
| 2017-05-30 | $0.3080 | 0.48% |
| 2017-08-30 | $0.3230 | 0.50% |
| 2017-11-30 | $0.3230 | 0.48% |
| 2018-02-28 | $0.3230 | 0.59% |
| 2018-05-31 | $0.3230 | 0.53% |
| 2018-08-30 | $0.3380 | 0.52% |
| 2018-11-29 | $0.3380 | 0.52% |
| 2019-02-28 | $0.3380 | 0.53% |
| 2019-05-30 | $0.3380 | 0.51% |
| 2019-08-29 | $0.3530 | 0.47% |
| 2019-11-27 | $0.3530 | 0.44% |
| 2020-02-27 | $0.3530 | 0.46% |
| 2020-05-29 | $0.3530 | 0.52% |
| 2020-08-31 | $0.3700 | 0.56% |
| 2020-11-30 | $0.3700 | 0.52% |
| 2021-02-26 | $0.3700 | 0.57% |
| 2021-05-28 | $0.3700 | 0.49% |
| 2021-08-31 | $0.3880 | 0.48% |
| 2021-11-30 | $0.3880 | 0.52% |
| 2022-02-28 | $0.3880 | 0.53% |
| 2022-05-31 | $0.3880 | 0.48% |
| 2022-08-31 | $0.4080 | 0.52% |
| 2022-11-30 | $0.4080 | 0.58% |
| 2023-02-28 | $0.4080 | 0.57% |
| 2023-05-31 | $0.4080 | 0.57% |
| 2023-08-31 | $0.4280 | 0.58% |
| 2023-11-30 | $0.4280 | 0.58% |
| 2024-02-29 | $0.4280 | 0.67% |
| 2024-05-31 | $0.4280 | 0.55% |
| 2024-08-30 | $0.4500 | 0.52% |
| 2024-11-29 | $0.4500 | 0.43% |
| 2025-02-28 | $0.4500 | 0.49% |
| 2025-05-30 | $0.4500 | 0.50% |
| 2025-08-29 | $0.4750 | 0.55% |
| 2025-12-01 | $0.4750 | 0.57% |
| 2026-02-27 | $0.4750 | 0.58% |
| Total | 158 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 |
|---|---|---|---|---|
| 2021-05-28 | $50.97 | $10.19 | $0.08 | 0.5425 |
| 2021-08-31 | $53.66 | $10.73 | $0.09 | 0.5319 |
| 2021-11-30 | $53.87 | $10.77 | $0.09 | 0.5925 |
| 2022-02-28 | $54.10 | $10.82 | $0.09 | 0.5997 |
| 2022-05-31 | $54.33 | $10.87 | $0.09 | 0.5465 |
| 2022-08-31 | $57.35 | $11.47 | $0.09 | 0.5945 |
| 2022-11-30 | $57.60 | $11.52 | $0.09 | 0.6386 |
| 2023-02-28 | $57.86 | $11.57 | $0.09 | 0.6526 |
| 2023-05-31 | $58.12 | $11.62 | $0.09 | 0.6467 |
| 2023-08-31 | $61.25 | $12.25 | $0.10 | 0.6752 |
| 2023-11-30 | $61.54 | $12.31 | $0.10 | 0.6662 |
| 2024-02-29 | $61.82 | $12.36 | $0.10 | 0.7811 |
| 2024-05-31 | $62.16 | $12.43 | $0.10 | 0.6193 |
| 2024-08-30 | $65.63 | $13.13 | $0.11 | 0.6043 |
| 2024-11-29 | $65.90 | $13.18 | $0.11 | 0.5046 |
| 2025-02-28 | $66.13 | $13.23 | $0.11 | 0.5753 |
| 2025-05-30 | $66.39 | $13.28 | $0.11 | 0.5869 |
| 2025-08-29 | $70.36 | $14.07 | $0.11 | 0.6597 |
| 2025-12-01 | $70.67 | $14.13 | $0.11 | 0.7041 |
| 2026-02-27 | $71.00 | $14.20 | $0.11 | 0.6912 |
| Total | $1220.71 | $244.14 | $1.95 | 12.4134 |
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.