SM Energy Company (SM) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$16,380
Total Return
63.80%
CAGR
10.38%
Dividends
$1,556.45
Yield on Cost
15.56%
Rolling Returns
1-Month (21 Trading Days)
| Average | +2.29% |
| Median | +1.52% |
| Best | +55.90% |
| Worst | -39.55% |
| % of Windows Positive | 54.0% |
1-Year (252 Trading Days)
| Average | +9.56% |
| Median | +0.92% |
| Best | +184.01% |
| Worst | -60.82% |
| % of Windows Positive | 50.7% |
3-Year (756 Trading Days)
| Average | +22.39% |
| Median | -11.36% |
| Best | +229.41% |
| Worst | -59.81% |
| % of Windows Positive | 46.3% |
Risk Metrics
| Maximum Drawdown | -65.55% |
| Average Drawdown | -29.10% |
| Drawdown Duration | 964 Trading Days (Unrecovered) |
| Sortino Ratio | 0.66 |
| Calmar Ratio | 0.16 |
| CVaR (5%) | -7.59% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +48.86% (+304.38% ann.) | +$4885.91 | $117.65 | $23.53 | $0.19 |
| 2025 | -50.13% | $5013.04 | $260.94 | $52.19 | $0.42 |
| 2024 | +1.49% | +$148.86 | $192.15 | $38.43 | $0.31 |
| 2023 | +12.75% | +$1275.39 | $173.25 | $34.65 | $0.28 |
| 2022 | +18.50% | +$1849.57 | $54.28 | $10.86 | $0.09 |
| 2021 | +382.07% | +$38206.93 | $32.69 | $6.54 | $0.06 |
| 2020 | -45.04% | $4504.20 | $17.83 | $3.57 | $0.03 |
| 2019 | -26.84% | $2683.92 | $64.68 | $12.94 | $0.10 |
| 2018 | -29.66% | $2966.38 | $45.33 | $9.06 | $0.07 |
| 2017 | -35.70% | $3570.47 | $29.03 | $5.81 | $0.05 |
| 2016 | +75.81% | +$7580.93 | $50.90 | $10.18 | $0.08 |
| 2015 | -48.95% | $4894.76 | $25.93 | $5.19 | $0.04 |
| 2014 | -53.52% | $5352.47 | $12.04 | $2.41 | $0.02 |
| 2013 | +59.36% | +$5936.29 | $19.16 | $3.83 | $0.03 |
| 2012 | -28.48% | $2848.02 | $13.68 | $2.74 | $0.02 |
| 2011 | +24.17% | +$2417.09 | $16.97 | $3.39 | $0.03 |
| 2010 | +72.44% | +$7244.31 | $29.22 | $5.84 | $0.05 |
| 2009 | +69.16% | +$6916.14 | $49.29 | $9.86 | $0.08 |
| 2008 | -47.25% | $4725.47 | $25.91 | $5.18 | $0.04 |
| 2007 | +5.01% | +$501.41 | $27.16 | $5.43 | $0.04 |
| 2006 | +0.28% | +$28.26 | $27.18 | $5.44 | $0.04 |
| 2005 | +76.89% | +$7688.79 | $47.96 | $9.59 | $0.08 |
| 2004 | +46.77% | +$4677.40 | $35.11 | $7.02 | $0.06 |
| 2003 | +14.34% | +$1434.37 | $40.03 | $8.00 | $0.07 |
| 2002 | +18.36% | +$1836.10 | $47.23 | $9.45 | $0.08 |
| 2001 | -36.15% | $3614.55 | $30.04 | $6.01 | $0.05 |
| 2000 | +170.48% | +$17048.34 | $80.97 | $16.19 | $0.13 |
| 1999 | +34.76% | +$3475.52 | $108.44 | $21.69 | $0.18 |
| 1998 | -46.79% | $4678.90 | $57.26 | $11.45 | $0.10 |
| 1997 | +41.44% | +$4143.91 | $80.58 | $16.12 | $0.14 |
| 1996 | +79.07% | +$7906.68 | $114.64 | $22.93 | $0.18 |
| 1995 | +6.69% | +$669.17 | $121.20 | $24.24 | $0.20 |
| 1994 | +9.20% | +$920.24 | $131.07 | $26.22 | $0.21 |
| 1993 | +7.49% | +$749.10 | $139.59 | $27.91 | $0.23 |
| 1992 partial | +4.55% (+195.18% ann.) | +$454.55 | $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 | +145.44% | +21.63% | +$14543.86 | $664.22 | $132.85 | $1.10 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +59.08% | +19.77% | +$5908.48 | $148.10 | $29.62 | $0.24 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +221.77% | +26.35% | +$22177.25 | $320.12 | $64.02 | $0.51 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -69.29% | -56.64% | $6928.57 | $39.68 | $7.94 | $0.06 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +306.89% | +51.55% | +$30689.39 | $298.04 | $59.61 | $0.48 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | -80.18% | -19.26% | $8018.48 | $157.82 | $31.56 | $0.25 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -85.42% | -100.00% | $8542.37 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +28.85% | +50.37% | +$2885.44 | $142.15 | $28.43 | $0.24 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +1231.42% | +1065.84% | +$123141.81 | $88.12 | $17.63 | $0.15 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +48.85% | +52.55% | +$4885.07 | $55.18 | $11.04 | $0.09 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -6.80% | -3.73% | $679.77 | $259.02 | $51.80 | $0.41 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | -29.48% | -19.96% | $2947.67 | $352.46 | $70.49 | $0.56 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1993-02-12 | $0.0100 | 0.30% |
| 1993-05-17 | $0.0100 | 0.25% |
| 1993-07-26 | $0.0100 | 0.32% |
| 1993-10-25 | $0.0100 | 0.28% |
| 1994-01-31 | $0.0100 | 0.28% |
| 1994-05-02 | $0.0100 | 0.29% |
| 1994-08-01 | $0.0100 | 0.32% |
| 1994-10-31 | $0.0100 | 0.30% |
| 1995-01-30 | $0.0100 | 0.29% |
| 1995-05-01 | $0.0100 | 0.31% |
| 1995-08-02 | $0.0100 | 0.31% |
| 1995-11-01 | $0.0100 | 0.30% |
| 1996-01-31 | $0.0100 | 0.28% |
| 1996-05-01 | $0.0100 | 0.25% |
| 1996-07-31 | $0.0100 | 0.26% |
| 1996-11-06 | $0.0100 | 0.20% |
| 1997-02-12 | $0.0125 | 0.20% |
| 1997-04-30 | $0.0125 | 0.19% |
| 1997-07-30 | $0.0125 | 0.15% |
| 1997-11-05 | $0.0125 | 0.12% |
| 1998-02-11 | $0.0125 | 0.14% |
| 1998-05-06 | $0.0125 | 0.16% |
| 1998-08-05 | $0.0125 | 0.28% |
| 1998-11-04 | $0.0125 | 0.23% |
| 1999-02-10 | $0.0125 | 0.29% |
| 1999-05-12 | $0.0125 | 0.25% |
| 1999-08-04 | $0.0125 | 0.18% |
| 1999-11-03 | $0.0125 | 0.20% |
| 2000-02-09 | $0.0125 | 0.20% |
| 2000-05-11 | $0.0125 | 0.15% |
| 2000-08-02 | $0.0125 | 0.16% |
| 2000-11-02 | $0.0125 | 0.11% |
| 2001-05-09 | $0.0250 | 0.21% |
| 2001-11-07 | $0.0250 | 0.26% |
| 2002-05-08 | $0.0250 | 0.21% |
| 2002-11-06 | $0.0250 | 0.20% |
| 2003-05-07 | $0.0250 | 0.19% |
| 2003-11-05 | $0.0250 | 0.19% |
| 2004-05-05 | $0.0250 | 0.14% |
| 2004-11-03 | $0.0250 | 0.13% |
| 2005-05-04 | $0.0500 | 0.23% |
| 2005-11-02 | $0.0500 | 0.14% |
| 2006-05-03 | $0.0500 | 0.11% |
| 2006-11-01 | $0.0500 | 0.13% |
| 2007-05-02 | $0.0500 | 0.13% |
| 2007-10-31 | $0.0500 | 0.12% |
| 2008-04-30 | $0.0500 | 0.12% |
| 2008-10-29 | $0.0500 | 0.24% |
| 2009-04-29 | $0.0500 | 0.29% |
| 2009-10-28 | $0.0500 | 0.14% |
| 2010-04-28 | $0.0500 | 0.12% |
| 2010-10-27 | $0.0500 | 0.12% |
| 2011-04-27 | $0.0500 | 0.07% |
| 2011-10-26 | $0.0500 | 0.06% |
| 2012-04-25 | $0.0500 | 0.08% |
| 2012-10-24 | $0.0500 | 0.09% |
| 2013-04-24 | $0.0500 | 0.08% |
| 2013-10-23 | $0.0500 | 0.06% |
| 2014-04-23 | $0.0500 | 0.06% |
| 2014-10-22 | $0.0500 | 0.08% |
| 2015-04-22 | $0.0500 | 0.09% |
| 2015-10-21 | $0.0500 | 0.13% |
| 2016-04-20 | $0.0500 | 0.19% |
| 2016-10-19 | $0.0500 | 0.13% |
| 2017-04-19 | $0.0500 | 0.22% |
| 2017-10-19 | $0.0500 | 0.27% |
| 2018-04-26 | $0.0500 | 0.21% |
| 2018-10-25 | $0.0500 | 0.19% |
| 2019-04-25 | $0.0500 | 0.29% |
| 2019-10-24 | $0.0500 | 0.63% |
| 2020-04-23 | $0.0100 | 0.60% |
| 2020-10-22 | $0.0100 | 0.68% |
| 2021-04-22 | $0.0100 | 0.06% |
| 2021-10-22 | $0.0100 | 0.03% |
| 2022-04-21 | $0.0100 | 0.02% |
| 2022-10-24 | $0.1500 | 0.34% |
| 2023-01-19 | $0.1500 | 0.45% |
| 2023-04-20 | $0.1500 | 0.52% |
| 2023-07-20 | $0.1500 | 0.43% |
| 2023-10-23 | $0.1500 | 0.35% |
| 2024-01-18 | $0.1800 | 0.50% |
| 2024-04-18 | $0.1800 | 0.37% |
| 2024-07-19 | $0.1800 | 0.38% |
| 2024-10-25 | $0.2000 | 0.47% |
| 2025-01-24 | $0.2000 | 0.49% |
| 2025-04-17 | $0.2000 | 0.90% |
| 2025-07-18 | $0.2000 | 0.75% |
| 2025-10-17 | $0.2000 | 0.92% |
| 2025-12-26 | $0.2000 | 1.06% |
| 2026-03-09 | $0.2200 | 0.85% |
| Total | 90 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 |
|---|---|---|---|---|
| 2021-04-22 | $5.52 | $1.10 | $0.0094 | 0.2807 |
| 2021-10-22 | $5.52 | $1.10 | $0.0094 | 0.1431 |
| 2022-04-21 | $5.52 | $1.10 | $0.0094 | 0.1161 |
| 2022-10-24 | $82.82 | $16.56 | $0.13 | 1.5089 |
| 2023-01-19 | $83.04 | $16.61 | $0.13 | 1.9821 |
| 2023-04-20 | $83.34 | $16.67 | $0.13 | 2.3789 |
| 2023-07-20 | $83.70 | $16.74 | $0.13 | 1.9308 |
| 2023-10-23 | $83.99 | $16.80 | $0.13 | 1.6034 |
| 2024-01-18 | $101.07 | $20.21 | $0.16 | 2.2591 |
| 2024-04-18 | $101.48 | $20.30 | $0.16 | 1.6865 |
| 2024-07-19 | $101.78 | $20.36 | $0.16 | 1.7420 |
| 2024-10-25 | $113.44 | $22.69 | $0.18 | 2.0831 |
| 2025-01-24 | $113.86 | $22.77 | $0.18 | 2.2675 |
| 2025-04-17 | $114.31 | $22.86 | $0.18 | 3.9629 |
| 2025-07-18 | $115.10 | $23.02 | $0.18 | 3.5496 |
| 2025-10-17 | $115.81 | $23.16 | $0.19 | 4.3493 |
| 2025-12-26 | $116.68 | $23.34 | $0.19 | 5.0329 |
| 2026-03-09 | $129.46 | $25.89 | $0.21 | 3.9723 |
| Total | $1556.45 | $311.29 | $2.49 | 40.8493 |
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.