Murphy USA Inc. (MUSA) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$40,900
Total Return
309.00%
CAGR
32.54%
Dividends
$640.75
Yield on Cost
6.41%

Rolling Returns

1-Month (21 Trading Days)
Average+2.79%
Median+2.60%
Best+31.09%
Worst-16.60%
% of Windows Positive63.6%
1-Year (252 Trading Days)
Average+29.23%
Median+28.98%
Best+96.99%
Worst-32.33%
% of Windows Positive79.6%
3-Year (756 Trading Days)
Average+122.06%
Median+100.71%
Best+280.17%
Worst+13.19%
% of Windows Positive100.0%

Risk Metrics

Maximum Drawdown -35.58%
Average Drawdown -9.64%
Drawdown Duration 355 Trading Days
Sortino Ratio 1.60
Calmar Ratio 0.91
CVaR (5%) -4.09%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +34.65% (+102.52% ann.) +$3465.19 $31.49 $6.30 $0.05
2025 -19.23% $1923.07 $42.91 $8.58 $0.07
2024 +41.16% +$4115.68 $50.26 $10.05 $0.08
2023 +28.06% +$2806.15 $55.54 $11.11 $0.09
2022 +40.87% +$4086.59 $63.85 $12.77 $0.10
2021 +53.10% +$5310.13 $79.65 $15.93 $0.12
2020 +12.02% +$1202.41 $21.37 $4.27 $0.03
2019 +52.66% +$5266.18 $0.00 $0.00 $0.00
2018 -4.63% $462.92 $0.00 $0.00 $0.00
2017 +30.73% +$3073.05 $0.00 $0.00 $0.00
2016 +1.20% +$120.18 $0.00 $0.00 $0.00
2015 -11.79% $1179.20 $0.00 $0.00 $0.00
2014 +65.69% +$6568.81 $0.00 $0.00 $0.00
2013 partial +6.98% (+20.18% ann.) +$697.56 $0.00 $0.00 $0.00

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Secular stagnation / QE / low inflation / duration bull partial August 19, 2013 – February 19, 2020 +174.41% +16.79% +$17441.44 $0.00 $0.00 $0.00
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -21.91% -94.05% $2190.70 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +47.77% +87.43% +$4776.53 $0.00 $0.00 $0.00
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +36.00% +33.87% +$3599.75 $99.21 $19.84 $0.15
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 +77.33% +83.71% +$7732.52 $73.40 $14.68 $0.12
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +76.65% +35.93% +$7665.32 $95.51 $19.10 $0.15
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – June 3, 2026 +5.97% +3.46% +$597.39 $75.92 $15.18 $0.12

Dividend History

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

Date Per Share Yield %
2020-11-12 $0.2500 0.18%
2021-02-19 $0.2500 0.20%
2021-05-14 $0.2500 0.18%
2021-08-27 $0.2500 0.16%
2021-11-05 $0.2900 0.17%
2022-02-17 $0.2900 0.16%
2022-05-16 $0.3100 0.12%
2022-08-29 $0.3200 0.11%
2022-11-07 $0.3500 0.12%
2023-02-17 $0.3700 0.14%
2023-05-12 $0.3800 0.14%
2023-08-25 $0.3900 0.12%
2023-11-03 $0.4100 0.11%
2024-02-23 $0.4200 0.10%
2024-05-17 $0.4400 0.10%
2024-08-26 $0.4500 0.09%
2024-11-04 $0.4800 0.10%
2025-02-24 $0.4900 0.11%
2025-05-12 $0.5000 0.11%
2025-08-25 $0.5300 0.14%
2025-11-10 $0.6300 0.17%
2026-02-23 $0.6300 0.16%
2026-05-18 $0.6400 0.11%
Total 23 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
2021-08-27 $18.48 $3.70 $0.03 0.0943
2021-11-05 $21.47 $4.29 $0.03 0.0990
2022-02-17 $21.50 $4.30 $0.03 0.0945
2022-05-16 $23.01 $4.60 $0.04 0.0716
2022-08-29 $23.77 $4.75 $0.04 0.0633
2022-11-07 $26.03 $5.20 $0.04 0.0679
2023-02-17 $27.53 $5.51 $0.04 0.0802
2023-05-12 $28.31 $5.66 $0.05 0.0796
2023-08-25 $29.09 $5.82 $0.05 0.0727
2023-11-03 $30.61 $6.12 $0.05 0.0645
2024-02-23 $31.38 $6.28 $0.05 0.0606
2024-05-17 $32.90 $6.58 $0.05 0.0592
2024-08-26 $33.68 $6.74 $0.05 0.0525
2024-11-04 $35.95 $7.19 $0.06 0.0598
2025-02-24 $36.73 $7.35 $0.06 0.0641
2025-05-12 $37.51 $7.50 $0.06 0.0681
2025-08-25 $39.80 $7.96 $0.06 0.0853
2025-11-10 $47.36 $9.47 $0.07 0.1057
2026-02-23 $47.42 $9.48 $0.08 0.0967
2026-05-18 $48.24 $9.65 $0.08 0.0681
Total $640.75 $128.15 $1.02 1.5078

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.

UGI

CAGR 8.42% Total 7334.87% Final $743,487
1973-02-21 — 2026-06-03
CWAN

CAGR -0.84% Total -3.86% Final $9,614
2021-09-24 — 2026-06-03
MMSI

CAGR 12.60% Total 7120.24% Final $722,024
1990-05-14 — 2026-06-03