NiSource Inc. (NI) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$21,342
Total Return
113.42%
CAGR
16.37%
Dividends
$2,155.94
Yield on Cost
21.56%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.36% |
| Median | +1.63% |
| Best | +13.54% |
| Worst | -19.50% |
| % of Windows Positive | 63.8% |
1-Year (252 Trading Days)
| Average | +17.18% |
| Median | +16.73% |
| Best | +63.74% |
| Worst | -14.63% |
| % of Windows Positive | 77.0% |
3-Year (756 Trading Days)
| Average | +52.28% |
| Median | +50.30% |
| Best | +96.55% |
| Worst | +14.43% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -25.59% |
| Average Drawdown | -7.04% |
| Drawdown Duration | 571 Trading Days |
| Sortino Ratio | 1.21 |
| Calmar Ratio | 0.64 |
| CVaR (5%) | -2.99% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +13.69% (+56.93% ann.) | +$1369.08 | $71.84 | $14.37 | $0.11 |
| 2025 | +16.15% | +$1614.93 | $307.32 | $61.46 | $0.49 |
| 2024 | +42.46% | +$4246.31 | $403.93 | $80.79 | $0.65 |
| 2023 | -0.29% | $28.98 | $368.65 | $73.73 | $0.59 |
| 2022 | +1.95% | +$194.70 | $343.73 | $68.75 | $0.55 |
| 2021 | +23.86% | +$2385.83 | $387.87 | $77.57 | $0.62 |
| 2020 | -15.42% | $1541.80 | $304.50 | $60.90 | $0.49 |
| 2019 | +12.37% | +$1237.31 | $318.36 | $63.67 | $0.51 |
| 2018 | +1.28% | +$127.94 | $306.87 | $61.37 | $0.49 |
| 2017 | +18.60% | +$1860.27 | $319.01 | $63.80 | $0.51 |
| 2016 | +16.04% | +$1604.19 | $330.87 | $66.17 | $0.53 |
| 2015 | +19.77% | +$1977.08 | $311.27 | $62.25 | $0.50 |
| 2014 | +31.85% | +$3184.63 | $312.91 | $62.58 | $0.50 |
| 2013 | +35.57% | +$3557.38 | $397.76 | $79.55 | $0.64 |
| 2012 | +7.77% | +$776.64 | $399.48 | $79.90 | $0.64 |
| 2011 | +40.13% | +$4012.94 | $529.67 | $105.93 | $0.85 |
| 2010 | +19.89% | +$1988.89 | $609.00 | $121.80 | $0.97 |
| 2009 | +49.15% | +$4914.95 | $859.69 | $171.94 | $1.38 |
| 2008 | -39.25% | $3925.24 | $494.46 | $98.89 | $0.79 |
| 2007 | -18.93% | $1892.69 | $386.29 | $77.26 | $0.62 |
| 2006 | +19.49% | +$1949.39 | $446.88 | $89.38 | $0.71 |
| 2005 | -5.49% | $549.01 | $408.71 | $81.74 | $0.66 |
| 2004 | +7.50% | +$750.26 | $424.85 | $84.97 | $0.68 |
| 2003 | +14.82% | +$1482.35 | $559.74 | $111.95 | $0.90 |
| 2002 | -9.02% | $902.01 | $511.63 | $102.33 | $0.82 |
| 2001 | -22.33% | $2232.98 | $381.99 | $76.40 | $0.61 |
| 2000 | +79.48% | +$7947.57 | $614.49 | $122.90 | $0.99 |
| 1999 | -39.33% | $3932.89 | $338.91 | $67.78 | $0.54 |
| 1998 | +26.64% | +$2663.63 | $392.68 | $78.54 | $0.63 |
| 1997 | +29.22% | +$2921.64 | $460.49 | $92.10 | $0.74 |
| 1996 | +7.38% | +$738.42 | $445.18 | $89.04 | $0.71 |
| 1995 | +33.53% | +$3353.23 | $532.23 | $106.44 | $0.85 |
| 1994 | -5.93% | $592.81 | $444.26 | $88.85 | $0.71 |
| 1993 | +28.43% | +$2842.64 | $504.98 | $101.00 | $0.81 |
| 1992 | +7.12% | +$711.57 | $489.02 | $97.80 | $0.78 |
| 1991 | +42.55% | +$4254.89 | $625.56 | $125.10 | $1.00 |
| 1990 | +2.20% | +$219.57 | $546.61 | $109.32 | $0.87 |
| 1989 | +45.72% | +$4571.70 | $615.98 | $123.20 | $1.00 |
| 1988 | +70.46% | +$7045.97 | $718.27 | $143.64 | $1.15 |
| 1987 | -26.67% | $2666.94 | $127.66 | $25.53 | $0.20 |
| 1986 | +18.99% | +$1898.74 | $0.00 | $0.00 | $0.00 |
| 1985 | -6.43% | $642.79 | $1380.42 | $276.09 | $2.20 |
| 1984 | -17.84% | $1783.88 | $266.66 | $53.34 | $0.42 |
| 1983 | +15.84% | +$1584.17 | $0.00 | $0.00 | $0.00 |
| 1982 | +14.77% | +$1477.29 | $0.00 | $0.00 | $0.00 |
| 1981 | -4.35% | $434.80 | $0.00 | $0.00 | $0.00 |
| 1980 | -16.36% | $1636.35 | $0.00 | $0.00 | $0.00 |
| 1979 | -12.70% | $1269.85 | $0.00 | $0.00 | $0.00 |
| 1978 | -17.65% | $1764.71 | $0.00 | $0.00 | $0.00 |
| 1977 | -3.77% | $377.36 | $0.00 | $0.00 | $0.00 |
| 1976 | +11.19% | +$1118.87 | $0.00 | $0.00 | $0.00 |
| 1975 | +26.55% | +$2654.86 | $0.00 | $0.00 | $0.00 |
| 1974 | -22.07% | $2206.89 | $0.00 | $0.00 | $0.00 |
| 1973 partial | -26.02% (-29.65% ann.) | $2602.04 | $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 | +5.16% | +1.10% | +$515.51 | $2780.26 | $556.05 | $4.44 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +10.18% | +3.84% | +$1017.90 | $2014.25 | $402.85 | $3.22 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +56.26% | +9.34% | +$5625.74 | $3345.80 | $669.16 | $5.36 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -56.50% | -44.52% | $5649.88 | $688.48 | $137.69 | $1.10 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +232.12% | +42.70% | +$23211.53 | $3700.54 | $740.10 | $5.92 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +260.85% | +18.48% | +$26084.53 | $5137.47 | $1027.49 | $8.22 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -30.58% | -98.45% | $3058.24 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +8.03% | +13.23% | +$803.08 | $289.04 | $57.81 | $0.46 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +7.77% | +7.36% | +$777.46 | $369.05 | $73.81 | $0.59 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +4.24% | +4.51% | +$424.49 | $387.21 | $77.44 | $0.62 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +37.98% | +18.97% | +$3798.34 | $703.76 | $140.75 | $1.13 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +43.33% | +25.80% | +$4333.46 | $501.93 | $100.39 | $0.80 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1984-10-25 | $0.0766 | 2.69% |
| 1985-01-25 | $0.0766 | 3.22% |
| 1985-04-24 | $0.0766 | 3.15% |
| 1985-07-25 | $0.0766 | 3.15% |
| 1985-10-25 | $0.0766 | 3.71% |
| 1987-10-26 | $0.0295 | 1.58% |
| 1988-01-25 | $0.0295 | 1.46% |
| 1988-04-25 | $0.0295 | 1.41% |
| 1988-07-25 | $0.0295 | 1.41% |
| 1988-10-25 | $0.0295 | 1.12% |
| 1989-01-25 | $0.0413 | 1.54% |
| 1989-04-24 | $0.0413 | 1.44% |
| 1989-07-25 | $0.0413 | 1.17% |
| 1989-10-25 | $0.0413 | 1.21% |
| 1990-01-25 | $0.0511 | 1.48% |
| 1990-04-24 | $0.0511 | 1.51% |
| 1990-07-25 | $0.0511 | 1.53% |
| 1990-10-25 | $0.0511 | 1.44% |
| 1991-01-25 | $0.0570 | 1.50% |
| 1991-04-24 | $0.0570 | 1.41% |
| 1991-07-25 | $0.0570 | 1.33% |
| 1991-10-25 | $0.0570 | 1.19% |
| 1992-01-27 | $0.0609 | 1.27% |
| 1992-04-24 | $0.0609 | 1.34% |
| 1992-07-27 | $0.0609 | 1.18% |
| 1992-10-26 | $0.0609 | 1.22% |
| 1993-01-25 | $0.0648 | 1.21% |
| 1993-04-26 | $0.0648 | 1.06% |
| 1993-07-26 | $0.0648 | 1.03% |
| 1993-10-25 | $0.0648 | 0.99% |
| 1994-01-25 | $0.0707 | 1.16% |
| 1994-04-25 | $0.0707 | 1.11% |
| 1994-07-25 | $0.0707 | 1.22% |
| 1994-10-25 | $0.0707 | 1.30% |
| 1995-01-25 | $0.0766 | 1.28% |
| 1995-04-24 | $0.0766 | 1.20% |
| 1995-07-27 | $0.0766 | 1.19% |
| 1995-10-27 | $0.0766 | 1.06% |
| 1996-01-29 | $0.0825 | 1.09% |
| 1996-04-26 | $0.0825 | 1.16% |
| 1996-07-29 | $0.0825 | 1.10% |
| 1996-10-29 | $0.0825 | 1.12% |
| 1997-01-29 | $0.0884 | 1.14% |
| 1997-04-28 | $0.0884 | 1.15% |
| 1997-07-29 | $0.0884 | 1.08% |
| 1997-10-29 | $0.0884 | 1.04% |
| 1998-01-28 | $0.0943 | 0.92% |
| 1998-04-28 | $0.0943 | 0.92% |
| 1998-07-29 | $0.0943 | 0.86% |
| 1998-10-28 | $0.0943 | 0.78% |
| 1999-01-27 | $0.1002 | 0.91% |
| 1999-04-28 | $0.1002 | 0.93% |
| 1999-07-28 | $0.1002 | 0.96% |
| 1999-10-27 | $0.1002 | 1.26% |
| 2000-01-27 | $0.1061 | 1.39% |
| 2000-04-26 | $0.1061 | 1.48% |
| 2000-07-27 | $0.1061 | 1.34% |
| 2000-10-27 | $0.1061 | 1.12% |
| 2001-01-29 | $0.1139 | 1.07% |
| 2001-04-26 | $0.1139 | 0.97% |
| 2001-07-27 | $0.1139 | 1.09% |
| 2001-10-29 | $0.1139 | 1.25% |
| 2002-01-29 | $0.1139 | 1.39% |
| 2002-04-26 | $0.1139 | 1.30% |
| 2002-07-29 | $0.1139 | 1.52% |
| 2002-10-29 | $0.1139 | 1.70% |
| 2003-01-29 | $0.1139 | 1.49% |
| 2003-04-28 | $0.1139 | 1.48% |
| 2003-07-29 | $0.1139 | 1.50% |
| 2003-10-29 | $0.0904 | 1.12% |
| 2004-01-28 | $0.0904 | 1.05% |
| 2004-04-28 | $0.0904 | 1.08% |
| 2004-07-28 | $0.0904 | 1.10% |
| 2004-10-27 | $0.0904 | 1.08% |
| 2005-01-27 | $0.0904 | 1.01% |
| 2005-04-27 | $0.0904 | 0.99% |
| 2005-07-27 | $0.0904 | 0.94% |
| 2005-10-27 | $0.0904 | 1.00% |
| 2006-01-27 | $0.0904 | 1.09% |
| 2006-04-26 | $0.0904 | 1.11% |
| 2006-07-27 | $0.0904 | 0.99% |
| 2006-10-27 | $0.0904 | 0.98% |
| 2007-01-29 | $0.0904 | 0.95% |
| 2007-04-26 | $0.0904 | 0.91% |
| 2007-07-27 | $0.0904 | 1.15% |
| 2007-10-29 | $0.0904 | 1.15% |
| 2008-01-29 | $0.0904 | 1.27% |
| 2008-04-28 | $0.0904 | 1.25% |
| 2008-07-29 | $0.0904 | 1.36% |
| 2008-10-29 | $0.0904 | 1.73% |
| 2009-01-28 | $0.0904 | 2.07% |
| 2009-04-28 | $0.0904 | 2.08% |
| 2009-07-29 | $0.0904 | 1.75% |
| 2009-10-28 | $0.0904 | 1.71% |
| 2010-01-27 | $0.0904 | 1.55% |
| 2010-04-28 | $0.0904 | 1.41% |
| 2010-07-28 | $0.0904 | 1.36% |
| 2010-10-27 | $0.0904 | 1.31% |
| 2011-01-27 | $0.0904 | 1.22% |
| 2011-04-27 | $0.0904 | 1.18% |
| 2011-07-27 | $0.0904 | 1.10% |
| 2011-10-27 | $0.0904 | 1.03% |
| 2012-02-02 | $0.0904 | 0.98% |
| 2012-04-26 | $0.0904 | 0.93% |
| 2012-07-27 | $0.0943 | 0.94% |
| 2012-10-31 | $0.0943 | 0.94% |
| 2013-01-31 | $0.0943 | 0.89% |
| 2013-04-26 | $0.0943 | 0.77% |
| 2013-07-29 | $0.0982 | 0.80% |
| 2013-10-29 | $0.0982 | 0.78% |
| 2014-02-06 | $0.0982 | 0.74% |
| 2014-04-28 | $0.0982 | 0.69% |
| 2014-07-29 | $0.1022 | 0.66% |
| 2014-10-29 | $0.1022 | 0.62% |
| 2015-02-05 | $0.1022 | 0.58% |
| 2015-04-28 | $0.1022 | 0.59% |
| 2015-07-29 | $0.1550 | 0.90% |
| 2015-10-28 | $0.1550 | 0.80% |
| 2016-02-04 | $0.1550 | 0.72% |
| 2016-04-27 | $0.1550 | 0.70% |
| 2016-07-27 | $0.1650 | 0.64% |
| 2016-10-27 | $0.1650 | 0.73% |
| 2017-02-08 | $0.1750 | 0.79% |
| 2017-04-26 | $0.1750 | 0.72% |
| 2017-07-27 | $0.1750 | 0.66% |
| 2017-10-30 | $0.1750 | 0.66% |
| 2018-02-08 | $0.1950 | 0.84% |
| 2018-04-27 | $0.1950 | 0.80% |
| 2018-07-30 | $0.1950 | 0.75% |
| 2018-10-30 | $0.1950 | 0.76% |
| 2019-02-08 | $0.2000 | 0.75% |
| 2019-04-29 | $0.2000 | 0.72% |
| 2019-07-30 | $0.2000 | 0.67% |
| 2019-10-30 | $0.2000 | 0.73% |
| 2020-02-10 | $0.2100 | 0.70% |
| 2020-04-29 | $0.2100 | 0.78% |
| 2020-07-30 | $0.2100 | 0.85% |
| 2020-10-29 | $0.2100 | 0.91% |
| 2021-02-08 | $0.2200 | 0.96% |
| 2021-04-29 | $0.2200 | 0.86% |
| 2021-07-29 | $0.2200 | 0.86% |
| 2021-10-28 | $0.2200 | 0.89% |
| 2022-02-07 | $0.2350 | 0.80% |
| 2022-04-28 | $0.2350 | 0.78% |
| 2022-07-28 | $0.2350 | 0.80% |
| 2022-10-28 | $0.2350 | 0.93% |
| 2023-02-06 | $0.2500 | 0.92% |
| 2023-04-27 | $0.2500 | 0.88% |
| 2023-07-28 | $0.2500 | 0.89% |
| 2023-10-30 | $0.2500 | 0.99% |
| 2024-02-02 | $0.2650 | 1.01% |
| 2024-04-29 | $0.2650 | 0.95% |
| 2024-07-31 | $0.2650 | 0.84% |
| 2024-10-31 | $0.2650 | 0.75% |
| 2025-02-03 | $0.2800 | 0.75% |
| 2025-04-30 | $0.2800 | 0.70% |
| 2025-07-31 | $0.2800 | 0.66% |
| 2025-10-31 | $0.2800 | 0.66% |
| 2026-02-03 | $0.3000 | 0.68% |
| Total | 159 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 |
|---|---|---|---|---|
| 2021-04-29 | $87.09 | $17.42 | $0.14 | 2.6994 |
| 2021-07-29 | $87.69 | $17.54 | $0.14 | 2.7782 |
| 2021-10-28 | $88.30 | $17.66 | $0.14 | 2.8565 |
| 2022-02-07 | $94.99 | $19.00 | $0.15 | 2.6343 |
| 2022-04-28 | $95.61 | $19.12 | $0.15 | 2.5394 |
| 2022-07-28 | $96.21 | $19.24 | $0.15 | 2.5664 |
| 2022-10-28 | $96.81 | $19.36 | $0.15 | 2.9854 |
| 2023-02-06 | $103.74 | $20.75 | $0.17 | 3.0371 |
| 2023-04-27 | $104.49 | $20.90 | $0.17 | 2.9222 |
| 2023-07-28 | $105.23 | $21.04 | $0.17 | 3.0275 |
| 2023-10-30 | $105.98 | $21.20 | $0.17 | 3.3685 |
| 2024-02-02 | $113.23 | $22.65 | $0.18 | 3.5315 |
| 2024-04-29 | $114.17 | $22.83 | $0.18 | 3.2671 |
| 2024-07-31 | $115.04 | $23.01 | $0.18 | 2.9390 |
| 2024-10-31 | $115.81 | $23.16 | $0.19 | 2.6299 |
| 2025-02-03 | $123.11 | $24.62 | $0.20 | 2.6154 |
| 2025-04-30 | $123.84 | $24.77 | $0.20 | 2.5281 |
| 2025-07-31 | $124.55 | $24.91 | $0.20 | 2.3425 |
| 2025-10-31 | $125.20 | $25.04 | $0.20 | 2.3738 |
| 2026-02-03 | $134.86 | $26.97 | $0.22 | 2.4493 |
| Total | $2155.94 | $431.19 | $3.45 | 56.0914 |
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.