Nelnet, Inc. (NNI) Stock Total Returns
Growth of $10,000 chart
2021-04-16 to 2026-04-16 to
$
%
%
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Investment Performance
Final Value
$18,973
Total Return
89.73%
CAGR
13.67%
Dividends
$729.55
Yield on Cost
7.30%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.20% |
| Median | +1.05% |
| Best | +25.74% |
| Worst | -15.25% |
| % of Windows Positive | 58.6% |
1-Year (252 Trading Days)
| Average | +12.86% |
| Median | +13.15% |
| Best | +43.12% |
| Worst | -14.19% |
| % of Windows Positive | 86.7% |
3-Year (756 Trading Days)
| Average | +41.58% |
| Median | +42.45% |
| Best | +70.48% |
| Worst | +8.61% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -25.15% |
| Average Drawdown | -7.24% |
| Drawdown Duration | 235 Trading Days |
| Sortino Ratio | 1.10 |
| Calmar Ratio | 0.54 |
| CVaR (5%) | -2.68% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +2.89% (+10.33% ann.) | +$289.40 | $24.82 | $4.96 | $0.04 |
| 2025 | +25.44% | +$2543.85 | $111.74 | $22.35 | $0.18 |
| 2024 | +22.13% | +$2213.25 | $127.40 | $25.48 | $0.21 |
| 2023 | -1.87% | $187.28 | $117.20 | $23.44 | $0.19 |
| 2022 | -6.25% | $625.35 | $100.68 | $20.14 | $0.16 |
| 2021 | +38.37% | +$3837.47 | $126.79 | $25.36 | $0.20 |
| 2020 | +23.69% | +$2369.37 | $141.43 | $28.29 | $0.23 |
| 2019 | +12.36% | +$1236.17 | $141.92 | $28.39 | $0.23 |
| 2018 | -3.57% | $356.95 | $120.90 | $24.18 | $0.20 |
| 2017 | +9.00% | +$900.17 | $114.72 | $22.94 | $0.19 |
| 2016 | +52.72% | +$5271.84 | $149.55 | $29.91 | $0.24 |
| 2015 | -26.91% | $2691.13 | $90.92 | $18.19 | $0.14 |
| 2014 | +10.79% | +$1079.12 | $95.22 | $19.04 | $0.15 |
| 2013 | +42.64% | +$4264.29 | $134.73 | $26.94 | $0.21 |
| 2012 | +27.17% | +$2716.80 | $577.01 | $115.40 | $0.92 |
| 2011 | +4.76% | +$476.46 | $157.01 | $31.40 | $0.25 |
| 2010 | +41.20% | +$4120.17 | $409.17 | $81.84 | $0.64 |
| 2009 | +20.63% | +$2063.49 | $48.85 | $9.78 | $0.07 |
| 2008 | +13.30% | +$1330.30 | $55.08 | $11.01 | $0.08 |
| 2007 | -52.99% | $5299.47 | $102.70 | $20.54 | $0.16 |
| 2006 | -32.74% | $3274.34 | $0.00 | $0.00 | $0.00 |
| 2005 | +51.06% | +$5105.83 | $0.00 | $0.00 | $0.00 |
| 2004 | +20.22% | +$2022.32 | $0.00 | $0.00 | $0.00 |
| 2003 partial | +3.46% (+92.45% ann.) | +$346.42 | $0.00 | $0.00 | $0.00 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| China-WTO / housing-credit / commodity boom partial | December 12, 2003 – October 9, 2007 | -9.25% | -2.51% | $925.33 | $97.20 | $19.44 | $0.15 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -74.67% | -62.16% | $7466.52 | $71.74 | $14.35 | $0.11 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +335.70% | +54.65% | +$33569.75 | $2522.87 | $504.64 | $4.00 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +187.06% | +14.95% | +$18706.25 | $2286.21 | $457.24 | $3.65 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -34.42% | -99.19% | $3442.46 | $34.02 | $6.81 | $0.05 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +68.65% | +131.86% | +$6865.17 | $102.47 | $20.49 | $0.17 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +32.66% | +30.75% | +$3266.26 | $132.99 | $26.60 | $0.21 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +8.74% | +9.31% | +$874.16 | $111.50 | $22.30 | $0.18 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +20.73% | +10.70% | +$2072.54 | $226.72 | $45.35 | $0.36 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 16, 2026 | +21.94% | +13.43% | +$2194.45 | $159.71 | $31.94 | $0.26 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2007-02-27 | $0.0700 | 0.27% |
| 2007-05-30 | $0.0700 | 0.28% |
| 2007-08-29 | $0.0700 | 0.40% |
| 2007-11-28 | $0.0700 | 0.52% |
| 2008-02-27 | $0.0700 | 0.64% |
| 2009-11-27 | $0.0700 | 0.40% |
| 2010-02-25 | $0.0700 | 0.43% |
| 2010-05-27 | $0.0700 | 0.38% |
| 2010-08-30 | $0.0700 | 0.31% |
| 2010-11-29 | $0.4900 | 2.20% |
| 2011-02-25 | $0.0700 | 0.32% |
| 2011-05-27 | $0.1000 | 0.47% |
| 2011-08-30 | $0.1000 | 0.51% |
| 2011-11-29 | $0.1000 | 0.46% |
| 2012-02-28 | $0.1000 | 0.39% |
| 2012-05-30 | $0.1000 | 0.43% |
| 2012-08-29 | $0.1000 | 0.42% |
| 2012-11-15 | $1.1000 | 4.12% |
| 2013-02-27 | $0.1000 | 0.31% |
| 2013-05-29 | $0.1000 | 0.25% |
| 2013-08-28 | $0.1000 | 0.27% |
| 2013-11-27 | $0.1000 | 0.23% |
| 2014-02-26 | $0.1000 | 0.28% |
| 2014-05-28 | $0.1000 | 0.24% |
| 2014-08-27 | $0.1000 | 0.22% |
| 2014-11-26 | $0.1000 | 0.22% |
| 2015-02-25 | $0.1000 | 0.21% |
| 2015-05-28 | $0.1000 | 0.24% |
| 2015-08-28 | $0.1000 | 0.27% |
| 2015-11-27 | $0.1200 | 0.37% |
| 2016-02-26 | $0.1200 | 0.33% |
| 2016-05-27 | $0.1200 | 0.33% |
| 2016-08-30 | $0.1200 | 0.34% |
| 2016-11-29 | $0.1400 | 0.27% |
| 2017-02-27 | $0.1400 | 0.28% |
| 2017-05-30 | $0.1400 | 0.35% |
| 2017-08-30 | $0.1400 | 0.30% |
| 2017-11-30 | $0.1600 | 0.29% |
| 2018-02-28 | $0.1600 | 0.31% |
| 2018-05-31 | $0.1600 | 0.26% |
| 2018-08-30 | $0.1600 | 0.28% |
| 2018-11-29 | $0.1800 | 0.33% |
| 2019-02-28 | $0.1800 | 0.34% |
| 2019-05-30 | $0.1800 | 0.30% |
| 2019-08-29 | $0.1800 | 0.27% |
| 2019-11-27 | $0.2000 | 0.32% |
| 2020-02-27 | $0.2000 | 0.36% |
| 2020-05-29 | $0.2000 | 0.39% |
| 2020-08-31 | $0.2000 | 0.30% |
| 2020-11-30 | $0.2200 | 0.32% |
| 2021-02-26 | $0.2200 | 0.31% |
| 2021-05-27 | $0.2200 | 0.29% |
| 2021-08-31 | $0.2200 | 0.27% |
| 2021-11-30 | $0.2400 | 0.27% |
| 2022-02-28 | $0.2400 | 0.29% |
| 2022-05-31 | $0.2400 | 0.28% |
| 2022-08-31 | $0.2400 | 0.29% |
| 2022-11-30 | $0.2600 | 0.26% |
| 2023-02-28 | $0.2600 | 0.28% |
| 2023-05-31 | $0.2600 | 0.28% |
| 2023-08-31 | $0.2600 | 0.28% |
| 2023-11-30 | $0.2800 | 0.34% |
| 2024-02-29 | $0.2800 | 0.33% |
| 2024-05-31 | $0.2800 | 0.27% |
| 2024-08-30 | $0.2800 | 0.24% |
| 2024-12-02 | $0.2800 | 0.26% |
| 2025-02-28 | $0.2800 | 0.25% |
| 2025-06-02 | $0.2800 | 0.24% |
| 2025-09-02 | $0.3000 | 0.23% |
| 2025-12-01 | $0.3300 | 0.26% |
| 2026-02-27 | $0.3300 | 0.25% |
| Total | 71 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-16 to 2026-04-16. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-05-27 | $29.27 | $5.85 | $0.05 | 0.3125 |
| 2021-08-31 | $29.34 | $5.87 | $0.05 | 0.2896 |
| 2021-11-30 | $32.08 | $6.41 | $0.05 | 0.2971 |
| 2022-02-28 | $32.15 | $6.43 | $0.05 | 0.3186 |
| 2022-05-31 | $32.22 | $6.45 | $0.05 | 0.3038 |
| 2022-08-31 | $32.30 | $6.46 | $0.05 | 0.3061 |
| 2022-11-30 | $35.07 | $7.01 | $0.06 | 0.2841 |
| 2023-02-28 | $35.14 | $7.03 | $0.06 | 0.2989 |
| 2023-05-31 | $35.22 | $7.04 | $0.06 | 0.3040 |
| 2023-08-31 | $35.30 | $7.06 | $0.06 | 0.3068 |
| 2023-11-30 | $38.10 | $7.62 | $0.06 | 0.3626 |
| 2024-02-29 | $38.20 | $7.64 | $0.06 | 0.3552 |
| 2024-05-31 | $38.30 | $7.66 | $0.06 | 0.2950 |
| 2024-08-30 | $38.38 | $7.68 | $0.06 | 0.2651 |
| 2024-12-02 | $38.46 | $7.69 | $0.06 | 0.2794 |
| 2025-02-28 | $38.54 | $7.71 | $0.06 | 0.2514 |
| 2025-06-02 | $38.61 | $7.72 | $0.06 | 0.2649 |
| 2025-09-02 | $41.44 | $8.29 | $0.07 | 0.2598 |
| 2025-12-01 | $45.67 | $9.13 | $0.07 | 0.2807 |
| 2026-02-27 | $45.77 | $9.15 | $0.07 | 0.2822 |
| Total | $729.55 | $145.91 | $1.17 | 5.9179 |
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.