NRG Energy, Inc. (NRG) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$43,461
Total Return
334.61%
CAGR
34.16%
Dividends
$2,463.30
Yield on Cost
24.63%
Rolling Returns
1-Month (21 Trading Days)
| Average | +3.04% |
| Median | +2.38% |
| Best | +72.06% |
| Worst | -27.72% |
| % of Windows Positive | 58.8% |
1-Year (252 Trading Days)
| Average | +53.36% |
| Median | +57.38% |
| Best | +172.55% |
| Worst | -27.39% |
| % of Windows Positive | 74.2% |
3-Year (756 Trading Days)
| Average | +256.54% |
| Median | +266.27% |
| Best | +470.93% |
| Worst | +81.93% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -32.86% |
| Average Drawdown | -10.88% |
| Drawdown Duration | 362 Trading Days |
| Sortino Ratio | 1.39 |
| Calmar Ratio | 1.04 |
| CVaR (5%) | -5.69% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -15.58% (-33.08% ann.) | $1557.91 | $59.73 | $11.95 | $0.10 |
| 2025 | +78.38% | +$7838.16 | $195.98 | $39.20 | $0.31 |
| 2024 | +77.81% | +$7781.26 | $318.19 | $63.64 | $0.51 |
| 2023 | +67.86% | +$6785.75 | $481.40 | $96.28 | $0.77 |
| 2022 | -24.01% | $2401.14 | $328.57 | $65.71 | $0.52 |
| 2021 | +17.78% | +$1777.50 | $349.65 | $69.93 | $0.56 |
| 2020 | -2.83% | $283.32 | $304.99 | $61.00 | $0.49 |
| 2019 | +0.63% | +$62.65 | $30.33 | $6.07 | $0.04 |
| 2018 | +39.48% | +$3947.81 | $42.19 | $8.44 | $0.06 |
| 2017 | +133.42% | +$13341.84 | $98.08 | $19.62 | $0.15 |
| 2016 | +5.95% | +$595.05 | $200.65 | $40.13 | $0.32 |
| 2015 | -55.30% | $5529.55 | $216.75 | $43.35 | $0.35 |
| 2014 | -4.82% | $481.78 | $189.04 | $37.81 | $0.30 |
| 2013 | +26.60% | +$2659.51 | $196.75 | $39.35 | $0.31 |
| 2012 | +27.76% | +$2775.92 | $99.52 | $19.90 | $0.16 |
| 2011 | -7.27% | $726.72 | $0.00 | $0.00 | $0.00 |
| 2010 | -17.24% | $1723.85 | $0.00 | $0.00 | $0.00 |
| 2009 | +1.20% | +$120.02 | $0.00 | $0.00 | $0.00 |
| 2008 | -46.17% | $4616.98 | $0.00 | $0.00 | $0.00 |
| 2007 | +54.76% | +$5475.81 | $0.00 | $0.00 | $0.00 |
| 2006 | +18.87% | +$1886.67 | $0.00 | $0.00 | $0.00 |
| 2005 | +30.71% | +$3070.74 | $0.00 | $0.00 | $0.00 |
| 2004 | +64.61% | +$6461.19 | $0.00 | $0.00 | $0.00 |
| 2003 partial | +13.77% (+407.55% ann.) | +$1376.62 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| China-WTO / housing-credit / commodity boom partial | December 2, 2003 – October 9, 2007 | +359.32% | +48.55% | +$35932.47 | $0.00 | $0.00 | $0.00 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -60.14% | -47.85% | $6013.75 | $0.00 | $0.00 | $0.00 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +12.48% | +3.54% | +$1247.78 | $0.00 | $0.00 | $0.00 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +120.32% | +11.00% | +$12031.51 | $1408.93 | $281.79 | $2.22 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -43.24% | -99.84% | $4323.77 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +23.90% | +41.17% | +$2389.70 | $351.88 | $70.38 | $0.56 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +17.80% | +16.82% | +$1780.44 | $411.32 | $82.26 | $0.66 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +21.81% | +23.31% | +$2181.46 | $392.97 | $78.59 | $0.63 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +89.14% | +41.04% | +$8914.27 | $621.74 | $124.35 | $0.99 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +66.41% | +34.79% | +$6641.10 | $384.11 | $76.82 | $0.61 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2012-07-30 | $0.0900 | 0.46% |
| 2012-10-31 | $0.0900 | 0.41% |
| 2013-01-30 | $0.0900 | 0.38% |
| 2013-04-29 | $0.1200 | 0.43% |
| 2013-07-30 | $0.1200 | 0.44% |
| 2013-10-30 | $0.1200 | 0.41% |
| 2014-01-30 | $0.1200 | 0.44% |
| 2014-04-29 | $0.1400 | 0.42% |
| 2014-07-30 | $0.1400 | 0.45% |
| 2014-10-30 | $0.1400 | 0.48% |
| 2015-01-29 | $0.1450 | 0.59% |
| 2015-04-29 | $0.1450 | 0.57% |
| 2015-07-30 | $0.1450 | 0.66% |
| 2015-10-29 | $0.1450 | 1.11% |
| 2016-01-28 | $0.1450 | 1.47% |
| 2016-04-28 | $0.0300 | 0.20% |
| 2016-07-28 | $0.0300 | 0.21% |
| 2016-10-28 | $0.0300 | 0.29% |
| 2017-01-30 | $0.0300 | 0.18% |
| 2017-04-27 | $0.0300 | 0.17% |
| 2017-07-28 | $0.0300 | 0.12% |
| 2017-10-31 | $0.0300 | 0.12% |
| 2018-01-31 | $0.0300 | 0.11% |
| 2018-04-30 | $0.0300 | 0.10% |
| 2018-07-31 | $0.0300 | 0.10% |
| 2018-10-31 | $0.0300 | 0.08% |
| 2019-01-31 | $0.0300 | 0.07% |
| 2019-04-30 | $0.0300 | 0.07% |
| 2019-07-31 | $0.0300 | 0.09% |
| 2019-10-31 | $0.0300 | 0.07% |
| 2020-01-31 | $0.3000 | 0.81% |
| 2020-04-30 | $0.3000 | 0.87% |
| 2020-07-31 | $0.3000 | 0.89% |
| 2020-10-30 | $0.3000 | 0.95% |
| 2021-01-29 | $0.3250 | 0.79% |
| 2021-04-30 | $0.3250 | 0.89% |
| 2021-07-30 | $0.3250 | 0.78% |
| 2021-10-29 | $0.3250 | 0.80% |
| 2022-01-31 | $0.3500 | 0.88% |
| 2022-04-29 | $0.3500 | 0.94% |
| 2022-07-29 | $0.3500 | 0.93% |
| 2022-10-31 | $0.3500 | 0.78% |
| 2023-01-31 | $0.3780 | 1.13% |
| 2023-04-28 | $0.3780 | 1.11% |
| 2023-07-31 | $0.3780 | 1.00% |
| 2023-10-31 | $0.3780 | 0.89% |
| 2024-01-31 | $0.4080 | 0.76% |
| 2024-04-30 | $0.4080 | 0.55% |
| 2024-08-01 | $0.4080 | 0.54% |
| 2024-11-01 | $0.4080 | 0.45% |
| 2025-02-03 | $0.4400 | 0.43% |
| 2025-05-01 | $0.4400 | 0.40% |
| 2025-08-01 | $0.4400 | 0.26% |
| 2025-11-03 | $0.4400 | 0.26% |
| 2026-02-02 | $0.4750 | 0.31% |
| 2026-05-01 | $0.4750 | 0.31% |
| Total | 56 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 |
|---|---|---|---|---|
| 2021-07-30 | $94.78 | $18.96 | $0.15 | 1.8349 |
| 2021-10-29 | $95.38 | $19.08 | $0.15 | 1.9090 |
| 2022-01-31 | $103.38 | $20.68 | $0.17 | 2.0671 |
| 2022-04-29 | $104.10 | $20.82 | $0.17 | 2.3152 |
| 2022-07-29 | $104.92 | $20.98 | $0.17 | 2.2189 |
| 2022-10-31 | $105.69 | $21.14 | $0.17 | 1.9005 |
| 2023-01-31 | $114.87 | $22.97 | $0.18 | 2.6800 |
| 2023-04-28 | $115.88 | $23.18 | $0.19 | 2.7076 |
| 2023-07-31 | $116.90 | $23.38 | $0.19 | 2.4568 |
| 2023-10-31 | $117.83 | $23.57 | $0.19 | 2.2198 |
| 2024-01-31 | $128.09 | $25.62 | $0.21 | 1.9281 |
| 2024-04-30 | $128.87 | $25.77 | $0.21 | 1.4159 |
| 2024-08-01 | $129.45 | $25.89 | $0.21 | 1.4062 |
| 2024-11-01 | $130.02 | $26.00 | $0.21 | 1.1971 |
| 2025-02-03 | $140.75 | $28.15 | $0.23 | 1.0944 |
| 2025-05-01 | $141.23 | $28.25 | $0.23 | 0.9879 |
| 2025-08-01 | $141.67 | $28.33 | $0.23 | 0.6747 |
| 2025-11-03 | $141.96 | $28.39 | $0.23 | 0.6496 |
| 2026-02-02 | $153.57 | $30.71 | $0.24 | 0.8223 |
| 2026-05-01 | $153.95 | $30.79 | $0.25 | 0.8014 |
| Total | $2463.30 | $492.66 | $3.94 | 33.2874 |
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.