Spire Inc. (SR) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$14,407
Total Return
44.07%
CAGR
7.58%
Dividends
$2,103.27
Yield on Cost
21.03%

Rolling Returns

1-Month (21 Trading Days)
Average+0.75%
Median+0.34%
Best+17.69%
Worst-13.55%
% of Windows Positive52.5%
1-Year (252 Trading Days)
Average+9.51%
Median+10.96%
Best+47.75%
Worst-20.98%
% of Windows Positive67.5%
3-Year (756 Trading Days)
Average+19.20%
Median+17.51%
Best+54.42%
Worst-15.51%
% of Windows Positive85.2%

Risk Metrics

Maximum Drawdown -26.98%
Average Drawdown -10.03%
Drawdown Duration 625 Trading Days
Sortino Ratio 0.63
Calmar Ratio 0.28
CVaR (5%) -3.07%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +12.80% (+52.67% ann.) +$1280.30 $99.76 $19.95 $0.16
2025 +26.01% +$2601.06 $474.82 $94.96 $0.76
2024 +13.06% +$1306.45 $496.65 $99.33 $0.79
2023 -6.11% $611.06 $429.01 $85.80 $0.69
2022 +8.94% +$894.47 $430.49 $86.10 $0.69
2021 +5.01% +$501.46 $416.00 $83.20 $0.67
2020 -20.76% $2075.92 $305.62 $61.12 $0.49
2019 +15.13% +$1512.52 $327.11 $65.42 $0.52
2018 +1.10% +$109.61 $306.70 $61.34 $0.49
2017 +19.18% +$1918.37 $334.34 $66.87 $0.53
2016 +11.32% +$1131.62 $338.85 $67.77 $0.54
2015 +14.91% +$1490.82 $355.43 $71.09 $0.57
2014 +20.31% +$2030.89 $395.38 $79.08 $0.63
2013 +21.68% +$2167.72 $449.52 $89.90 $0.72
2012 -1.38% $138.14 $417.86 $83.57 $0.67
2011 +14.59% +$1459.32 $451.89 $90.38 $0.72
2010 +12.34% +$1234.27 $477.68 $95.54 $0.76
2009 -25.23% $2523.37 $335.38 $67.08 $0.54
2008 +40.90% +$4089.55 $446.38 $89.28 $0.71
2007 +1.44% +$143.64 $425.76 $85.15 $0.68
2006 +24.11% +$2410.94 $496.07 $99.21 $0.79
2005 -2.80% $280.45 $449.00 $89.80 $0.72
2004 +13.24% +$1323.90 $483.09 $96.62 $0.77
2003 +22.88% +$2287.76 $562.83 $112.57 $0.90
2002 +5.89% +$589.28 $570.18 $114.04 $0.91
2001 +6.93% +$693.07 $582.95 $116.59 $0.93
2000 +13.77% +$1376.55 $632.29 $126.46 $1.01
1999 -15.21% $1520.57 $510.04 $102.01 $0.82
1998 -0.46% $45.59 $479.97 $96.00 $0.77
1997 +21.57% +$2156.53 $550.23 $110.05 $0.88
1996 +18.55% +$1855.30 $607.52 $121.50 $0.97
1995 +12.39% +$1239.30 $638.61 $127.72 $1.02
1994 -12.59% $1258.54 $523.94 $104.79 $0.84
1993 +22.33% +$2232.97 $612.45 $122.49 $0.98
1992 +21.75% +$2174.89 $699.49 $139.90 $1.12
1991 +23.18% +$2318.34 $815.24 $163.05 $1.30
1990 -5.74% $573.82 $713.28 $142.65 $1.14
1989 +16.50% +$1650.26 $764.70 $152.94 $1.22
1988 +15.25% +$1525.34 $604.68 $120.94 $0.97
1987 -17.59% $1759.19 $601.31 $120.26 $0.97
1986 +21.88% +$2188.12 $175.73 $35.15 $0.28
1985 +24.48% +$2447.92 $0.00 $0.00 $0.00
1984 +52.99% +$5298.81 $0.00 $0.00 $0.00
1983 +24.88% +$2487.57 $0.00 $0.00 $0.00
1982 +25.63% +$2562.50 $0.00 $0.00 $0.00
1981 -15.34% $1534.39 $0.00 $0.00 $0.00
1980 +21.15% +$2115.38 $0.00 $0.00 $0.00
1979 +7.59% +$758.62 $0.00 $0.00 $0.00
1978 -9.94% $993.78 $0.00 $0.00 $0.00
1977 -0.62% $61.74 $0.00 $0.00 $0.00
1976 +15.71% +$1571.43 $0.00 $0.00 $0.00
1975 +41.41% +$4141.41 $0.00 $0.00 $0.00
1974 -30.28% $3028.17 $0.00 $0.00 $0.00
1973 partial -18.69% (-21.45% ann.) $1868.84 $169.49 $33.90 $0.27

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Dot-com bubble / TMT mania August 9, 1995 – March 10, 2000 +22.56% +4.54% +$2255.77 $3484.00 $696.80 $5.57
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 +29.43% +10.54% +$2942.54 $1861.69 $372.34 $2.98
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +84.42% +13.03% +$8442.09 $3429.32 $685.86 $5.49
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 +12.13% +8.44% +$1213.38 $684.56 $136.91 $1.10
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +24.52% +6.71% +$2452.13 $1514.34 $302.87 $2.42
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +161.08% +13.52% +$16107.98 $4121.86 $824.37 $6.60
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -30.43% -98.41% $3043.21 $71.46 $14.29 $0.11
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 -13.57% -20.92% $1357.22 $185.89 $37.18 $0.30
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +3.42% +3.25% +$342.39 $425.98 $85.20 $0.68
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 +17.97% +19.18% +$1797.14 $463.50 $92.70 $0.74
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +1.35% +0.73% +$135.42 $856.71 $171.34 $1.37
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +45.65% +27.09% +$4565.20 $732.86 $146.57 $1.17

Dividend History

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

Date Per Share Yield %
1973-03-09 $0.0938 1.67%
1986-12-05 $0.2625 1.38%
1987-03-05 $0.2625 1.37%
1987-06-05 $0.2625 1.63%
1987-09-04 $0.2625 1.67%
1987-12-07 $0.2750 1.96%
1988-03-07 $0.2750 1.83%
1988-06-06 $0.2750 1.92%
1988-12-06 $0.2875 1.83%
1989-03-06 $0.2875 1.96%
1989-06-05 $0.2875 1.92%
1989-09-05 $0.2875 1.83%
1989-12-05 $0.2950 1.78%
1990-03-06 $0.2950 1.85%
1990-06-05 $0.2950 1.88%
1990-09-05 $0.2950 1.93%
1990-12-05 $0.3000 1.97%
1991-03-05 $0.3000 1.97%
1991-06-05 $0.3000 1.81%
1991-09-05 $0.3000 1.78%
1991-12-05 $0.3000 1.68%
1992-03-05 $0.3000 1.62%
1992-06-05 $0.3000 1.73%
1992-09-04 $0.3000 1.47%
1992-12-07 $0.3000 1.48%
1993-03-05 $0.3050 1.42%
1993-06-07 $0.3050 1.32%
1993-09-03 $0.3050 1.24%
1993-12-06 $0.3050 1.26%
1994-03-15 $0.3050 1.19%
1994-06-06 $0.3050 1.38%
1994-09-06 $0.3050 1.36%
1994-12-06 $0.3100 1.44%
1995-03-06 $0.3100 1.57%
1995-06-08 $0.3100 1.62%
1995-09-07 $0.3100 1.54%
1995-12-07 $0.3150 1.45%
1996-03-07 $0.3150 1.48%
1996-06-07 $0.3150 1.31%
1996-09-09 $0.3150 1.31%
1996-12-09 $0.3250 1.41%
1997-03-07 $0.3250 1.41%
1997-06-09 $0.3250 1.44%
1997-09-09 $0.3250 1.38%
1997-12-09 $0.3300 1.30%
1998-03-09 $0.3300 1.35%
1998-06-09 $0.3300 1.34%
1998-09-09 $0.3300 1.42%
1998-12-09 $0.3350 1.30%
1999-03-09 $0.3350 1.46%
1999-06-09 $0.3350 1.50%
1999-09-08 $0.3350 1.45%
1999-12-08 $0.3350 1.49%
2000-03-08 $0.3350 1.57%
2000-06-08 $0.3350 1.71%
2000-09-07 $0.3350 1.55%
2000-12-07 $0.3350 1.49%
2001-03-08 $0.3350 1.38%
2001-06-07 $0.3350 1.38%
2001-09-07 $0.3350 1.36%
2001-12-07 $0.3350 1.40%
2002-03-07 $0.3350 1.40%
2002-06-07 $0.3350 1.40%
2002-09-09 $0.3350 1.38%
2002-12-09 $0.3350 1.43%
2003-03-07 $0.3350 1.46%
2003-06-09 $0.3350 1.23%
2003-09-09 $0.3350 1.19%
2003-12-09 $0.3350 1.13%
2004-03-09 $0.3400 1.09%
2004-06-09 $0.3400 1.24%
2004-09-08 $0.3400 1.18%
2004-12-08 $0.3400 1.10%
2005-03-09 $0.3450 1.08%
2005-06-08 $0.3450 1.13%
2005-09-08 $0.3450 1.05%
2005-12-08 $0.3450 1.18%
2006-03-08 $0.3550 1.09%
2006-06-07 $0.3550 1.06%
2006-09-07 $0.3550 1.10%
2006-12-07 $0.3650 1.00%
2007-03-08 $0.3650 1.22%
2007-06-07 $0.3650 1.16%
2007-09-07 $0.3650 1.15%
2007-12-07 $0.3750 1.06%
2008-03-07 $0.3750 1.10%
2008-06-09 $0.3750 0.94%
2008-09-09 $0.3750 0.84%
2008-12-09 $0.3850 0.79%
2009-03-09 $0.3850 1.03%
2009-06-09 $0.3850 1.14%
2009-09-09 $0.3850 1.16%
2009-12-09 $0.3950 1.19%
2010-03-09 $0.3950 1.17%
2010-06-09 $0.3950 1.22%
2010-09-08 $0.3950 1.16%
2010-12-08 $0.4050 1.13%
2011-03-09 $0.4050 1.04%
2011-06-08 $0.4050 1.10%
2011-09-08 $0.4050 1.02%
2011-12-08 $0.4150 1.04%
2012-03-08 $0.4150 1.02%
2012-06-07 $0.4150 1.09%
2012-09-07 $0.4150 0.97%
2012-12-07 $0.4250 1.04%
2013-03-07 $0.4250 1.02%
2013-06-07 $0.4250 0.89%
2013-09-09 $0.4250 0.98%
2013-12-09 $0.4400 0.97%
2014-03-07 $0.4400 0.95%
2014-06-09 $0.4400 0.94%
2014-09-09 $0.4400 0.89%
2014-12-09 $0.4600 0.89%
2015-03-09 $0.4600 0.92%
2015-06-09 $0.4600 0.89%
2015-09-09 $0.4600 0.90%
2015-12-09 $0.4900 0.85%
2016-03-09 $0.4900 0.74%
2016-06-08 $0.4900 0.75%
2016-09-08 $0.4900 0.74%
2016-12-08 $0.5250 0.81%
2017-03-08 $0.5250 0.80%
2017-06-08 $0.5250 0.74%
2017-09-08 $0.5250 0.68%
2017-12-08 $0.5630 0.70%
2018-03-09 $0.5630 0.83%
2018-06-08 $0.5630 0.83%
2018-09-10 $0.5630 0.74%
2018-12-10 $0.5930 0.75%
2019-03-08 $0.5930 0.75%
2019-06-10 $0.5930 0.70%
2019-09-10 $0.5930 0.70%
2019-12-10 $0.6230 0.79%
2020-03-10 $0.6230 0.81%
2020-06-10 $0.6230 0.83%
2020-09-10 $0.6230 1.12%
2020-12-10 $0.6500 0.99%
2021-03-10 $0.6500 0.90%
2021-06-10 $0.6500 0.88%
2021-09-09 $0.6500 0.99%
2021-12-09 $0.6850 1.08%
2022-03-10 $0.6850 1.00%
2022-06-09 $0.6850 0.88%
2022-09-09 $0.6850 0.98%
2022-12-09 $0.7200 1.05%
2023-03-09 $0.7200 1.05%
2023-06-09 $0.7200 1.07%
2023-09-08 $0.7200 1.21%
2023-12-08 $0.7550 1.18%
2024-03-08 $0.7550 1.23%
2024-06-11 $0.7550 1.26%
2024-09-11 $0.7550 1.13%
2024-12-11 $0.7850 1.12%
2025-03-11 $0.7850 1.03%
2025-06-11 $0.7850 1.05%
2025-09-11 $0.7850 1.03%
2025-12-11 $0.8250 1.00%
2026-03-11 $0.8250 0.91%
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
2021-06-10 $85.31 $17.06 $0.14 0.9124
2021-09-09 $85.91 $17.18 $0.14 1.0507
2021-12-09 $91.25 $18.25 $0.15 1.1625
2022-03-10 $92.05 $18.41 $0.15 1.0771
2022-06-09 $92.79 $18.56 $0.15 0.9749
2022-09-09 $93.45 $18.69 $0.15 1.0615
2022-12-09 $98.99 $19.80 $0.16 1.1674
2023-03-09 $99.83 $19.97 $0.16 1.1856
2023-06-09 $100.69 $20.14 $0.16 1.2163
2023-09-08 $101.56 $20.31 $0.16 1.3755
2023-12-08 $107.54 $21.51 $0.17 1.3654
2024-03-08 $108.57 $21.71 $0.17 1.4280
2024-06-11 $109.65 $21.93 $0.18 1.4833
2024-09-11 $110.77 $22.15 $0.18 1.3654
2024-12-11 $116.24 $23.25 $0.19 1.3507
2025-03-11 $117.30 $23.46 $0.19 1.2427
2025-06-11 $118.28 $23.66 $0.19 1.2895
2025-09-11 $119.29 $23.86 $0.19 1.2494
2025-12-11 $126.40 $25.28 $0.20 1.2287
2026-03-11 $127.41 $25.48 $0.20 1.1308
Total $2103.27 $420.65 $3.37 24.3180

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.

WH

CAGR 6.02% Total 58.63% Final $15,863
2018-05-21 — 2026-04-14
EGAN

CAGR -12.06% Total -96.71% Final $329.13
1999-09-23 — 2026-04-14
NPKI

CAGR 6.96% Total 995.65% Final $109,565
1990-09-06 — 2026-04-14