New Jersey Resources Corporation (NJR) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$15,667
Total Return
56.67%
CAGR
9.40%
Dividends
$2,141.10
Yield on Cost
21.41%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.83% |
| Median | +0.72% |
| Best | +18.65% |
| Worst | -13.99% |
| % of Windows Positive | 56.2% |
1-Year (252 Trading Days)
| Average | +8.46% |
| Median | +9.45% |
| Best | +39.11% |
| Worst | -22.28% |
| % of Windows Positive | 76.4% |
3-Year (756 Trading Days)
| Average | +19.44% |
| Median | +16.56% |
| Best | +49.58% |
| Worst | -2.09% |
| % of Windows Positive | 99.8% |
Risk Metrics
| Maximum Drawdown | -28.04% |
| Average Drawdown | -10.55% |
| Drawdown Duration | 705 Trading Days |
| Sortino Ratio | 0.77 |
| Calmar Ratio | 0.34 |
| CVaR (5%) | -2.90% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +22.47% (+103.80% ann.) | +$2247.31 | $102.99 | $20.60 | $0.16 |
| 2025 | +2.05% | +$204.89 | $401.28 | $80.26 | $0.64 |
| 2024 | +7.90% | +$790.43 | $395.01 | $79.00 | $0.63 |
| 2023 | -7.61% | $760.90 | $329.75 | $65.95 | $0.53 |
| 2022 | +24.15% | +$2414.58 | $370.64 | $74.13 | $0.59 |
| 2021 | +18.78% | +$1878.04 | $395.56 | $79.11 | $0.63 |
| 2020 | -17.44% | $1744.24 | $293.87 | $58.77 | $0.47 |
| 2019 | -0.39% | $38.99 | $267.36 | $53.47 | $0.43 |
| 2018 | +15.95% | +$1595.09 | $283.92 | $56.78 | $0.45 |
| 2017 | +15.60% | +$1560.44 | $299.81 | $59.96 | $0.48 |
| 2016 | +10.12% | +$1011.90 | $302.89 | $60.58 | $0.48 |
| 2015 | +10.58% | +$1058.20 | $306.91 | $61.38 | $0.49 |
| 2014 | +35.88% | +$3587.79 | $380.23 | $76.05 | $0.61 |
| 2013 | +20.23% | +$2022.81 | $418.56 | $83.71 | $0.67 |
| 2012 | -16.60% | $1659.62 | $399.82 | $79.96 | $0.64 |
| 2011 | +17.17% | +$1717.30 | $342.15 | $68.43 | $0.55 |
| 2010 | +18.64% | +$1863.80 | $373.20 | $74.64 | $0.60 |
| 2009 | -2.14% | $214.16 | $326.48 | $65.30 | $0.52 |
| 2008 | +20.96% | +$2095.59 | $320.05 | $64.01 | $0.51 |
| 2007 | +5.55% | +$555.45 | $319.97 | $63.99 | $0.51 |
| 2006 | +18.89% | +$1889.17 | $351.98 | $70.40 | $0.56 |
| 2005 | -0.95% | $95.03 | $321.35 | $64.27 | $0.51 |
| 2004 | +15.50% | +$1550.29 | $344.96 | $68.99 | $0.55 |
| 2003 | +25.39% | +$2539.01 | $401.70 | $80.34 | $0.64 |
| 2002 | +4.43% | +$443.29 | $392.49 | $78.50 | $0.63 |
| 2001 | +10.89% | +$1089.25 | $310.14 | $62.03 | $0.50 |
| 2000 | +14.66% | +$1466.10 | $448.94 | $89.79 | $0.72 |
| 1999 | +2.41% | +$240.72 | $433.64 | $86.73 | $0.69 |
| 1998 | +2.24% | +$223.61 | $417.54 | $83.51 | $0.67 |
| 1997 | +42.51% | +$4250.55 | $559.17 | $111.83 | $0.89 |
| 1996 | +1.51% | +$150.64 | $529.99 | $106.00 | $0.85 |
| 1995 | +39.87% | +$3987.47 | $685.22 | $137.04 | $1.10 |
| 1994 | -7.87% | $787.21 | $598.51 | $119.70 | $0.96 |
| 1993 | +11.02% | +$1101.76 | $634.10 | $126.82 | $1.01 |
| 1992 | +26.63% | +$2663.41 | $763.10 | $152.62 | $1.22 |
| 1991 | +18.01% | +$1801.44 | $841.83 | $168.36 | $1.35 |
| 1990 | -6.90% | $689.95 | $711.49 | $142.30 | $1.14 |
| 1989 | +25.15% | +$2514.57 | $794.62 | $158.92 | $1.27 |
| 1988 | +13.62% | +$1361.65 | $803.92 | $160.78 | $1.29 |
| 1987 | +17.41% | +$1741.25 | $841.54 | $168.31 | $1.35 |
| 1986 | +16.91% | +$1690.64 | $226.34 | $45.27 | $0.36 |
| 1985 | -1.44% | $144.23 | $0.00 | $0.00 | $0.00 |
| 1984 | +8.33% | +$833.33 | $0.00 | $0.00 | $0.00 |
| 1983 | +57.38% | +$5737.71 | $0.00 | $0.00 | $0.00 |
| 1982 | +10.91% | +$1090.91 | $0.00 | $0.00 | $0.00 |
| 1981 | -16.67% | $1666.67 | $0.00 | $0.00 | $0.00 |
| 1980 partial | +21.10% (+27.38% ann.) | +$2110.09 | $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 | +94.35% | +15.59% | +$9435.23 | $3434.92 | $686.98 | $5.49 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +31.90% | +11.36% | +$3189.63 | $1226.26 | $245.25 | $1.96 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +85.15% | +13.12% | +$8514.72 | $2339.51 | $467.90 | $3.74 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -4.88% | -3.48% | $487.72 | $399.58 | $79.92 | $0.64 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +59.11% | +14.75% | +$5910.71 | $1640.85 | $328.17 | $2.62 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +129.51% | +11.60% | +$12951.38 | $3728.22 | $745.64 | $5.97 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -36.93% | -99.48% | $3693.38 | $72.22 | $14.44 | $0.12 |
| Policy bazooka / monetary euphoria | March 25, 2020 – November 6, 2020 | +3.95% | +6.47% | +$395.41 | $216.57 | $43.31 | $0.35 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +16.37% | +15.47% | +$1637.05 | $412.85 | $82.57 | $0.66 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +22.81% | +24.38% | +$2280.78 | $406.47 | $81.29 | $0.65 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +9.73% | +5.14% | +$972.85 | $632.42 | $126.48 | $1.01 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +24.11% | +14.76% | +$2410.89 | $692.28 | $138.45 | $1.11 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1986-12-09 | $0.0644 | 1.86% |
| 1987-03-10 | $0.0644 | 1.36% |
| 1987-06-09 | $0.0689 | 1.45% |
| 1987-09-09 | $0.0689 | 1.43% |
| 1987-12-09 | $0.0689 | 1.76% |
| 1988-03-09 | $0.0689 | 1.54% |
| 1988-06-15 | $0.0733 | 1.74% |
| 1988-09-09 | $0.0733 | 1.75% |
| 1988-12-09 | $0.0733 | 1.80% |
| 1989-03-09 | $0.0733 | 1.77% |
| 1989-06-09 | $0.0778 | 1.73% |
| 1989-09-11 | $0.0778 | 1.77% |
| 1989-12-11 | $0.0778 | 1.68% |
| 1990-03-09 | $0.0778 | 1.81% |
| 1990-06-11 | $0.0822 | 1.91% |
| 1990-09-10 | $0.0822 | 2.03% |
| 1990-12-10 | $0.0822 | 1.96% |
| 1991-03-11 | $0.0822 | 2.00% |
| 1991-06-10 | $0.0844 | 1.94% |
| 1991-09-10 | $0.0844 | 1.95% |
| 1991-12-10 | $0.0844 | 1.83% |
| 1992-03-10 | $0.0844 | 1.94% |
| 1992-06-09 | $0.0844 | 1.87% |
| 1992-09-09 | $0.0844 | 1.65% |
| 1992-12-09 | $0.0844 | 1.58% |
| 1993-03-09 | $0.0844 | 1.36% |
| 1993-06-09 | $0.0844 | 1.41% |
| 1993-09-09 | $0.0844 | 1.29% |
| 1993-12-09 | $0.0844 | 1.47% |
| 1994-03-09 | $0.0844 | 1.44% |
| 1994-06-09 | $0.0844 | 1.54% |
| 1994-09-19 | $0.0844 | 1.75% |
| 1994-12-09 | $0.0844 | 1.70% |
| 1995-03-09 | $0.0844 | 1.64% |
| 1995-06-13 | $0.0844 | 1.58% |
| 1995-09-13 | $0.0844 | 1.55% |
| 1995-12-13 | $0.0844 | 1.32% |
| 1996-03-13 | $0.0867 | 1.36% |
| 1996-06-12 | $0.0867 | 1.38% |
| 1996-09-12 | $0.0867 | 1.35% |
| 1996-12-12 | $0.0889 | 1.39% |
| 1997-03-12 | $0.0889 | 1.33% |
| 1997-06-12 | $0.0889 | 1.26% |
| 1997-09-11 | $0.0889 | 1.22% |
| 1997-12-11 | $0.0911 | 1.12% |
| 1998-03-12 | $0.0911 | 1.10% |
| 1998-06-11 | $0.0911 | 1.13% |
| 1998-09-11 | $0.0911 | 1.21% |
| 1998-12-11 | $0.0933 | 1.10% |
| 1999-03-11 | $0.0933 | 1.12% |
| 1999-06-11 | $0.0933 | 1.10% |
| 1999-09-13 | $0.0933 | 1.05% |
| 1999-12-13 | $0.0956 | 1.07% |
| 2000-03-13 | $0.0956 | 1.14% |
| 2000-06-13 | $0.0956 | 1.11% |
| 2000-09-13 | $0.0956 | 1.04% |
| 2000-12-13 | $0.0978 | 1.06% |
| 2001-03-13 | $0.0978 | 1.11% |
| 2001-06-13 | $0.0978 | 0.96% |
| 2001-12-12 | $0.1000 | 0.98% |
| 2002-03-13 | $0.1000 | 0.97% |
| 2002-06-12 | $0.1000 | 1.00% |
| 2002-09-12 | $0.1000 | 0.92% |
| 2002-12-12 | $0.1033 | 0.94% |
| 2003-03-12 | $0.1033 | 0.94% |
| 2003-06-12 | $0.1033 | 0.86% |
| 2003-09-11 | $0.1033 | 0.85% |
| 2003-12-11 | $0.1083 | 0.86% |
| 2004-03-11 | $0.1083 | 0.85% |
| 2004-06-14 | $0.1083 | 0.83% |
| 2004-09-13 | $0.1083 | 0.77% |
| 2004-12-13 | $0.1133 | 0.79% |
| 2005-03-11 | $0.1133 | 0.77% |
| 2005-06-13 | $0.1133 | 0.74% |
| 2005-09-13 | $0.1133 | 0.72% |
| 2005-12-13 | $0.1200 | 0.82% |
| 2006-03-13 | $0.1200 | 0.82% |
| 2006-06-13 | $0.1200 | 0.80% |
| 2006-09-13 | $0.1200 | 0.72% |
| 2006-12-13 | $0.1267 | 0.74% |
| 2007-03-13 | $0.1267 | 0.76% |
| 2007-06-13 | $0.1267 | 0.73% |
| 2007-09-12 | $0.1267 | 0.81% |
| 2007-12-12 | $0.1333 | 0.80% |
| 2008-03-12 | $0.0935 | 0.61% |
| 2008-06-11 | $0.1400 | 0.83% |
| 2008-09-11 | $0.1400 | 0.78% |
| 2008-12-11 | $0.1550 | 0.84% |
| 2009-03-11 | $0.1550 | 0.99% |
| 2009-06-11 | $0.1550 | 0.88% |
| 2009-09-11 | $0.1550 | 0.85% |
| 2009-12-11 | $0.1700 | 0.92% |
| 2010-03-11 | $0.1700 | 0.92% |
| 2010-06-11 | $0.1700 | 0.98% |
| 2010-09-13 | $0.1700 | 0.89% |
| 2010-12-13 | $0.1800 | 0.83% |
| 2011-03-11 | $0.1800 | 0.86% |
| 2011-06-13 | $0.1800 | 0.82% |
| 2011-09-13 | $0.1800 | 0.80% |
| 2011-12-13 | $0.1900 | 0.81% |
| 2012-03-13 | $0.1900 | 0.83% |
| 2012-06-13 | $0.1900 | 0.88% |
| 2012-09-12 | $0.1900 | 0.83% |
| 2012-09-20 | $0.2000 | 0.86% |
| 2012-12-12 | $0.2000 | 0.97% |
| 2013-03-13 | $0.2000 | 0.89% |
| 2013-06-12 | $0.2000 | 0.89% |
| 2013-09-19 | $0.2100 | 0.96% |
| 2013-12-11 | $0.2100 | 0.95% |
| 2014-03-12 | $0.2100 | 0.95% |
| 2014-06-11 | $0.2100 | 0.76% |
| 2014-09-18 | $0.2250 | 0.88% |
| 2014-12-11 | $0.2250 | 0.75% |
| 2015-03-11 | $0.2250 | 0.78% |
| 2015-06-11 | $0.2250 | 0.80% |
| 2015-09-11 | $0.2400 | 0.87% |
| 2015-12-11 | $0.2400 | 0.83% |
| 2016-03-11 | $0.2400 | 0.69% |
| 2016-06-13 | $0.2400 | 0.65% |
| 2016-09-21 | $0.2550 | 0.75% |
| 2016-12-13 | $0.2550 | 0.70% |
| 2017-03-13 | $0.2550 | 0.66% |
| 2017-06-13 | $0.2550 | 0.59% |
| 2017-09-21 | $0.2730 | 0.65% |
| 2017-12-14 | $0.2730 | 0.65% |
| 2018-03-14 | $0.2730 | 0.69% |
| 2018-06-14 | $0.2730 | 0.67% |
| 2018-09-20 | $0.2930 | 0.64% |
| 2018-12-13 | $0.2930 | 0.58% |
| 2019-03-14 | $0.2930 | 0.58% |
| 2019-06-14 | $0.2930 | 0.59% |
| 2019-09-19 | $0.3130 | 0.70% |
| 2019-12-18 | $0.3130 | 0.70% |
| 2020-03-16 | $0.3130 | 0.95% |
| 2020-06-15 | $0.3130 | 0.99% |
| 2020-09-21 | $0.3330 | 1.22% |
| 2020-12-15 | $0.3330 | 0.97% |
| 2021-03-16 | $0.3330 | 0.79% |
| 2021-06-15 | $0.3330 | 0.76% |
| 2021-09-17 | $0.3630 | 1.02% |
| 2021-12-14 | $0.3630 | 0.91% |
| 2022-03-15 | $0.3630 | 0.83% |
| 2022-06-14 | $0.3630 | 0.82% |
| 2022-09-23 | $0.3900 | 0.88% |
| 2022-12-13 | $0.3900 | 0.77% |
| 2023-03-14 | $0.3900 | 0.77% |
| 2023-06-13 | $0.3900 | 0.80% |
| 2023-09-19 | $0.4200 | 0.97% |
| 2023-12-12 | $0.4200 | 0.95% |
| 2024-03-12 | $0.4200 | 0.97% |
| 2024-06-12 | $0.4200 | 0.97% |
| 2024-09-23 | $0.4500 | 0.94% |
| 2024-12-11 | $0.4500 | 0.92% |
| 2025-03-11 | $0.4500 | 0.95% |
| 2025-06-10 | $0.4500 | 1.00% |
| 2025-09-22 | $0.4750 | 1.01% |
| 2025-12-12 | $0.4750 | 1.03% |
| 2026-03-11 | $0.4750 | 0.87% |
| Total | 158 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 |
|---|---|---|---|---|
| 2021-06-15 | $80.38 | $16.08 | $0.13 | 1.4783 |
| 2021-09-17 | $88.15 | $17.63 | $0.14 | 2.0155 |
| 2021-12-14 | $88.89 | $17.78 | $0.14 | 1.8067 |
| 2022-03-15 | $89.54 | $17.91 | $0.14 | 1.6461 |
| 2022-06-14 | $90.14 | $18.03 | $0.14 | 1.6890 |
| 2022-09-23 | $97.50 | $19.50 | $0.16 | 1.8201 |
| 2022-12-13 | $98.21 | $19.64 | $0.16 | 1.5771 |
| 2023-03-14 | $98.83 | $19.77 | $0.16 | 1.5250 |
| 2023-06-13 | $99.42 | $19.88 | $0.16 | 1.6465 |
| 2023-09-19 | $107.76 | $21.55 | $0.17 | 2.0335 |
| 2023-12-12 | $108.62 | $21.72 | $0.17 | 1.9821 |
| 2024-03-12 | $109.45 | $21.89 | $0.18 | 2.0431 |
| 2024-06-12 | $110.31 | $22.06 | $0.18 | 2.0678 |
| 2024-09-23 | $119.12 | $23.82 | $0.19 | 2.0081 |
| 2024-12-11 | $120.02 | $24.00 | $0.19 | 2.0017 |
| 2025-03-11 | $120.92 | $24.18 | $0.19 | 1.9914 |
| 2025-06-10 | $121.82 | $24.36 | $0.19 | 2.1656 |
| 2025-09-22 | $129.61 | $25.92 | $0.21 | 2.2226 |
| 2025-12-12 | $130.67 | $26.13 | $0.21 | 2.2774 |
| 2026-03-11 | $131.75 | $26.35 | $0.21 | 1.9512 |
| Total | $2141.10 | $428.22 | $3.43 | 37.9488 |
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.