Summit Midstream Corporation (SMC) Stock Total Returns

Growth of $10,000 chart

2021-04-14 to 2026-04-14
to
$
%
%
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Investment Performance

Final Value
$13,229
Total Return
32.29%
CAGR
5.76%
Dividends
$0.00
Yield on Cost
0.00%

Rolling Returns

1-Month (21 Trading Days)
Average+1.63%
Median+0.37%
Best+59.04%
Worst-41.08%
% of Windows Positive51.1%
1-Year (252 Trading Days)
Average+14.11%
Median-12.75%
Best+185.21%
Worst-69.04%
% of Windows Positive39.5%
3-Year (756 Trading Days)
Average+46.04%
Median+39.59%
Best+178.51%
Worst-12.17%
% of Windows Positive91.6%

Risk Metrics

Maximum Drawdown -70.86%
Average Drawdown -39.75%
Drawdown Duration 883 Trading Days
Sortino Ratio 0.58
Calmar Ratio 0.08
CVaR (5%) -7.31%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +9.78% (+38.79% ann.) +$978.23 $0.00 $0.00 $0.00
2025 -29.38% $2938.04 $0.00 $0.00 $0.00
2024 +110.94% +$11094.40 $0.00 $0.00 $0.00
2023 +7.37% +$737.35 $0.00 $0.00 $0.00
2022 -24.86% $2486.46 $0.00 $0.00 $0.00
2021 +77.74% +$7774.09 $0.00 $0.00 $0.00
2020 -73.98% $7397.50 $377.63 $75.53 $0.61
2019 -62.09% $6209.13 $1488.04 $297.60 $2.38
2018 -45.29% $4529.44 $1166.44 $233.28 $1.87
2017 -11.47% $1147.09 $942.46 $188.49 $1.51
2016 +47.29% +$4729.03 $1274.63 $254.93 $2.03
2015 -47.37% $4737.07 $609.34 $121.87 $0.97
2014 +7.60% +$760.50 $564.89 $112.98 $0.90
2013 +94.00% +$9400.21 $888.13 $177.63 $1.42
2012 partial -6.06% (-21.58% ann.) $606.35 $0.00 $0.00 $0.00

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Secular stagnation / QE / low inflation / duration bull partial September 28, 2012 – February 19, 2020 -78.28% -18.66% $7828.06 $8577.35 $1715.48 $13.71
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -78.85% -100.00% $7884.60 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +29.41% +51.41% +$2941.13 $0.00 $0.00 $0.00
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +131.14% +121.41% +$13113.77 $0.00 $0.00 $0.00
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -32.86% -34.50% $3286.47 $0.00 $0.00 $0.00
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +83.81% +38.88% +$8380.80 $0.00 $0.00 $0.00
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 -20.84% -13.84% $2083.81 $0.00 $0.00 $0.00

Dividend History

Annual Dividends Per Share
TTM Yield
Consecutive Years Paid
current
Consecutive Years of Growth
current

Date Per Share Yield %
2013-02-05 $6.1500 1.88%
2013-05-06 $6.3000 1.53%
2013-08-05 $6.5250 1.26%
2013-11-05 $6.9000 1.36%
2014-02-05 $7.2000 1.27%
2014-05-06 $7.5000 1.11%
2014-08-05 $7.8000 1.05%
2014-11-05 $8.1000 1.19%
2015-02-04 $8.4000 1.40%
2015-05-06 $8.4750 1.68%
2015-08-05 $8.5500 1.99%
2015-11-04 $8.6250 2.76%
2016-02-03 $8.6250 3.11%
2016-05-04 $8.6250 2.78%
2016-08-03 $8.6250 2.66%
2016-11-03 $8.6250 2.65%
2017-02-03 $8.6250 2.43%
2017-05-04 $8.6250 2.45%
2017-08-03 $8.6250 2.40%
2017-11-06 $8.6250 2.86%
2018-02-06 $8.6250 2.59%
2018-05-07 $8.6250 3.97%
2018-08-06 $8.6250 3.30%
2018-11-06 $8.6250 3.62%
2019-02-06 $8.6250 4.10%
2019-05-07 $4.3200 3.46%
2019-08-06 $4.3200 3.83%
2019-11-06 $4.3200 5.43%
2020-02-06 $1.8750 3.81%
Total 29 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
Total $0.00 $0.00 $0.00 0.0000

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.

VITL

CAGR -16.34% Total -63.84% Final $3,616
2020-07-31 — 2026-04-14
DHR

CAGR 18.91% Total 360434.38% Final $36,053,438
1978-12-29 — 2026-04-14
MYRG

CAGR 18.28% Total 1840.18% Final $194,018
2008-08-13 — 2026-04-14