Southwest Gas Holdings, Inc. (SWX) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
Loading chart…
Investment Performance
Final Value
$14,867
Total Return
48.67%
CAGR
8.25%
Dividends
$1,864.26
Yield on Cost
18.64%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.81% |
| Median | +0.72% |
| Best | +29.43% |
| Worst | -18.22% |
| % of Windows Positive | 54.9% |
1-Year (252 Trading Days)
| Average | +8.18% |
| Median | +10.16% |
| Best | +46.35% |
| Worst | -37.38% |
| % of Windows Positive | 70.0% |
3-Year (756 Trading Days)
| Average | +17.59% |
| Median | +17.10% |
| Best | +69.03% |
| Worst | -17.83% |
| % of Windows Positive | 84.8% |
Risk Metrics
| Maximum Drawdown | -41.35% |
| Average Drawdown | -15.87% |
| Drawdown Duration | 913 Trading Days |
| Sortino Ratio | 0.63 |
| Calmar Ratio | 0.20 |
| CVaR (5%) | -3.45% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +14.84% (+62.56% ann.) | +$1483.71 | $77.48 | $15.50 | $0.12 |
| 2025 | +16.15% | +$1615.03 | $354.23 | $70.85 | $0.57 |
| 2024 | +14.85% | +$1484.99 | $395.98 | $79.20 | $0.63 |
| 2023 | +5.71% | +$571.34 | $405.65 | $81.13 | $0.65 |
| 2022 | -9.26% | $926.40 | $353.93 | $70.79 | $0.57 |
| 2021 | +18.53% | +$1852.83 | $391.82 | $78.36 | $0.63 |
| 2020 | -18.01% | $1800.75 | $299.56 | $59.91 | $0.48 |
| 2019 | +1.42% | +$142.20 | $283.94 | $56.79 | $0.45 |
| 2018 | -2.86% | $286.26 | $257.57 | $51.51 | $0.41 |
| 2017 | +7.04% | +$704.27 | $254.35 | $50.87 | $0.41 |
| 2016 | +41.78% | +$4178.40 | $320.74 | $64.15 | $0.51 |
| 2015 | -8.69% | $869.34 | $257.81 | $51.56 | $0.41 |
| 2014 | +12.93% | +$1293.47 | $256.95 | $51.39 | $0.41 |
| 2013 | +34.59% | +$3459.33 | $305.47 | $61.09 | $0.49 |
| 2012 | +2.00% | +$200.37 | $272.85 | $54.57 | $0.44 |
| 2011 | +18.46% | +$1846.00 | $287.33 | $57.47 | $0.46 |
| 2010 | +31.80% | +$3180.43 | $349.80 | $69.96 | $0.56 |
| 2009 | +16.78% | +$1677.54 | $376.97 | $75.39 | $0.60 |
| 2008 | -13.16% | $1316.14 | $301.66 | $60.33 | $0.48 |
| 2007 | -20.82% | $2081.79 | $223.06 | $44.61 | $0.36 |
| 2006 | +48.49% | +$4849.32 | $313.35 | $62.67 | $0.50 |
| 2005 | +6.58% | +$658.47 | $325.96 | $65.19 | $0.52 |
| 2004 | +16.34% | +$1634.34 | $369.17 | $73.83 | $0.59 |
| 2003 | -1.24% | $123.93 | $358.23 | $71.64 | $0.57 |
| 2002 | +7.96% | +$796.02 | $370.79 | $74.16 | $0.59 |
| 2001 | +5.27% | +$527.28 | $379.09 | $75.82 | $0.61 |
| 2000 | -1.53% | $153.21 | $361.30 | $72.26 | $0.58 |
| 1999 | -11.47% | $1147.03 | $310.77 | $62.15 | $0.50 |
| 1998 | +46.84% | +$4683.59 | $443.88 | $88.77 | $0.71 |
| 1997 | +0.66% | +$65.88 | $431.87 | $86.38 | $0.69 |
| 1996 | +13.40% | +$1339.86 | $472.01 | $94.40 | $0.76 |
| 1995 | +30.43% | +$3042.72 | $590.76 | $118.16 | $0.95 |
| 1994 | -8.32% | $832.39 | $506.92 | $101.38 | $0.81 |
| 1993 | +20.65% | +$2064.52 | $545.83 | $109.17 | $0.87 |
| 1992 | +35.13% | +$3513.48 | $669.90 | $133.98 | $1.07 |
| 1991 | -14.01% | $1400.91 | $816.56 | $163.31 | $1.30 |
| 1990 | -18.33% | $1833.31 | $831.68 | $166.34 | $1.33 |
| 1989 | +4.70% | +$469.55 | $800.79 | $160.16 | $1.28 |
| 1988 | -9.59% | $959.31 | $670.29 | $134.06 | $1.07 |
| 1987 | +19.50% | +$1949.62 | $737.44 | $147.48 | $1.18 |
| 1986 | -0.69% | $69.44 | $0.00 | $0.00 | $0.00 |
| 1985 | +28.57% | +$2857.14 | $0.00 | $0.00 | $0.00 |
| 1984 | +9.80% | +$980.40 | $0.00 | $0.00 | $0.00 |
| 1983 | +29.11% | +$2911.39 | $0.00 | $0.00 | $0.00 |
| 1982 | +16.18% | +$1617.63 | $0.00 | $0.00 | $0.00 |
| 1981 | -8.11% | $810.80 | $0.00 | $0.00 | $0.00 |
| 1980 | -17.78% | $1777.78 | $0.00 | $0.00 | $0.00 |
| 1979 | +8.43% | +$843.36 | $0.00 | $0.00 | $0.00 |
| 1978 | -2.35% | $235.29 | $0.00 | $0.00 | $0.00 |
| 1977 | -1.16% | $116.28 | $0.00 | $0.00 | $0.00 |
| 1976 | +8.86% | +$886.08 | $0.00 | $0.00 | $0.00 |
| 1975 | +38.60% | +$3859.63 | $0.00 | $0.00 | $0.00 |
| 1974 | -25.97% | $2597.40 | $0.00 | $0.00 | $0.00 |
| 1973 partial | -28.70% (-32.62% ann.) | $2870.37 | $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 | +36.36% | +7.00% | +$3636.11 | $2773.57 | $554.72 | $4.44 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +15.13% | +5.63% | +$1513.05 | $1118.73 | $223.75 | $1.79 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +59.94% | +9.85% | +$5993.77 | $2120.82 | $424.16 | $3.39 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -37.23% | -28.08% | $3723.14 | $464.20 | $92.84 | $0.74 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +166.72% | +33.72% | +$16671.65 | $1922.98 | $384.60 | $3.07 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +110.12% | +10.31% | +$11011.69 | $3290.04 | $658.01 | $5.27 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -33.84% | -99.10% | $3383.51 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +17.99% | +30.49% | +$1798.60 | $197.83 | $39.56 | $0.32 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +0.38% | +0.36% | +$38.24 | $417.70 | $83.54 | $0.67 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -0.77% | -0.82% | $77.49 | $280.71 | $56.14 | $0.45 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +19.77% | +10.22% | +$1977.19 | $778.50 | $155.70 | $1.24 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +29.31% | +17.80% | +$2930.92 | $515.11 | $103.02 | $0.82 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1987-02-04 | $0.3200 | 1.52% |
| 1987-05-05 | $0.3200 | 1.39% |
| 1987-08-04 | $0.3200 | 1.29% |
| 1987-11-04 | $0.3350 | 1.68% |
| 1988-02-04 | $0.3350 | 1.46% |
| 1988-05-04 | $0.3350 | 1.64% |
| 1988-08-04 | $0.3350 | 1.59% |
| 1988-11-04 | $0.3350 | 1.60% |
| 1989-02-06 | $0.3350 | 1.84% |
| 1989-05-04 | $0.3350 | 1.80% |
| 1989-08-04 | $0.3500 | 1.82% |
| 1989-11-06 | $0.3500 | 2.01% |
| 1990-02-05 | $0.3500 | 2.06% |
| 1990-05-04 | $0.3500 | 1.93% |
| 1990-08-06 | $0.3500 | 2.12% |
| 1990-11-05 | $0.3500 | 2.77% |
| 1991-02-04 | $0.3500 | 2.46% |
| 1991-05-06 | $0.3500 | 2.01% |
| 1991-08-05 | $0.1750 | 1.52% |
| 1991-11-04 | $0.1750 | 1.57% |
| 1992-02-10 | $0.1750 | 1.46% |
| 1992-05-11 | $0.1750 | 1.36% |
| 1992-08-10 | $0.1750 | 1.24% |
| 1992-11-06 | $0.1750 | 1.32% |
| 1993-02-09 | $0.1750 | 1.23% |
| 1993-05-10 | $0.1750 | 0.98% |
| 1993-08-10 | $0.1950 | 1.17% |
| 1993-11-08 | $0.1950 | 1.13% |
| 1994-02-10 | $0.1950 | 1.04% |
| 1994-05-10 | $0.1950 | 1.19% |
| 1994-08-10 | $0.2050 | 1.12% |
| 1994-11-08 | $0.2050 | 1.31% |
| 1995-02-09 | $0.2050 | 1.44% |
| 1995-05-09 | $0.2050 | 1.46% |
| 1995-08-11 | $0.2050 | 1.34% |
| 1995-11-13 | $0.2050 | 1.22% |
| 1996-02-13 | $0.2050 | 1.17% |
| 1996-05-13 | $0.2050 | 1.22% |
| 1996-08-13 | $0.2050 | 1.23% |
| 1996-11-13 | $0.2050 | 1.07% |
| 1997-02-12 | $0.2050 | 1.04% |
| 1997-05-13 | $0.2050 | 1.21% |
| 1997-08-13 | $0.2050 | 1.09% |
| 1997-11-13 | $0.2050 | 1.13% |
| 1998-02-12 | $0.2050 | 1.01% |
| 1998-05-13 | $0.2050 | 0.92% |
| 1998-08-18 | $0.2050 | 0.96% |
| 1998-11-12 | $0.2050 | 0.90% |
| 1999-02-11 | $0.2050 | 0.79% |
| 1999-05-13 | $0.2050 | 0.71% |
| 1999-08-12 | $0.2050 | 0.71% |
| 1999-11-12 | $0.2050 | 0.85% |
| 2000-02-14 | $0.2050 | 1.13% |
| 2000-05-15 | $0.2050 | 1.02% |
| 2000-08-14 | $0.2050 | 1.14% |
| 2000-11-14 | $0.2050 | 1.02% |
| 2001-02-13 | $0.2050 | 0.92% |
| 2001-05-11 | $0.2050 | 0.97% |
| 2001-08-13 | $0.2050 | 0.89% |
| 2001-11-13 | $0.2050 | 0.97% |
| 2002-02-13 | $0.2050 | 0.88% |
| 2002-05-13 | $0.2050 | 0.86% |
| 2002-08-13 | $0.2050 | 0.87% |
| 2002-11-13 | $0.2050 | 0.91% |
| 2003-02-13 | $0.2150 | 1.05% |
| 2003-05-13 | $0.2050 | 0.99% |
| 2003-08-13 | $0.2050 | 0.94% |
| 2003-11-13 | $0.2050 | 0.90% |
| 2004-02-12 | $0.2050 | 0.86% |
| 2004-05-13 | $0.2050 | 0.92% |
| 2004-08-12 | $0.2050 | 0.87% |
| 2004-11-10 | $0.2050 | 0.82% |
| 2005-02-11 | $0.2050 | 0.80% |
| 2005-05-12 | $0.2050 | 0.82% |
| 2005-08-11 | $0.2050 | 0.78% |
| 2005-11-10 | $0.2050 | 0.77% |
| 2006-02-13 | $0.2050 | 0.77% |
| 2006-05-11 | $0.2050 | 0.71% |
| 2006-08-11 | $0.2050 | 0.63% |
| 2006-11-13 | $0.2050 | 0.55% |
| 2007-02-13 | $0.2050 | 0.52% |
| 2007-05-11 | $0.2150 | 0.57% |
| 2007-08-13 | $0.2150 | 0.71% |
| 2007-11-13 | $0.2150 | 0.76% |
| 2008-02-13 | $0.2150 | 0.75% |
| 2008-05-13 | $0.2250 | 0.75% |
| 2008-08-13 | $0.2250 | 0.76% |
| 2008-11-13 | $0.2250 | 0.94% |
| 2009-02-11 | $0.2250 | 0.90% |
| 2009-05-13 | $0.2380 | 1.18% |
| 2009-08-13 | $0.2380 | 0.93% |
| 2009-11-12 | $0.2380 | 0.89% |
| 2010-02-11 | $0.2380 | 0.89% |
| 2010-05-13 | $0.2500 | 0.76% |
| 2010-08-12 | $0.2500 | 0.79% |
| 2010-11-10 | $0.2500 | 0.70% |
| 2011-02-11 | $0.2500 | 0.66% |
| 2011-05-12 | $0.2650 | 0.68% |
| 2011-08-11 | $0.2650 | 0.79% |
| 2011-11-10 | $0.2650 | 0.68% |
| 2012-02-13 | $0.2650 | 0.63% |
| 2012-05-11 | $0.2950 | 0.68% |
| 2012-08-13 | $0.2950 | 0.68% |
| 2012-11-13 | $0.2950 | 0.72% |
| 2013-02-13 | $0.2950 | 0.65% |
| 2013-05-13 | $0.3300 | 0.66% |
| 2013-08-13 | $0.3300 | 0.66% |
| 2013-11-13 | $0.3300 | 0.62% |
| 2014-02-13 | $0.3300 | 0.62% |
| 2014-05-13 | $0.3650 | 0.68% |
| 2014-08-13 | $0.3650 | 0.73% |
| 2014-11-13 | $0.3650 | 0.62% |
| 2015-02-12 | $0.3650 | 0.62% |
| 2015-05-13 | $0.4050 | 0.76% |
| 2015-08-13 | $0.4050 | 0.73% |
| 2015-11-12 | $0.4050 | 0.71% |
| 2016-02-11 | $0.4050 | 0.67% |
| 2016-05-12 | $0.4500 | 0.65% |
| 2016-08-11 | $0.4500 | 0.61% |
| 2016-11-10 | $0.4500 | 0.63% |
| 2017-02-13 | $0.4500 | 0.54% |
| 2017-05-11 | $0.4950 | 0.61% |
| 2017-08-11 | $0.4950 | 0.61% |
| 2017-11-14 | $0.4950 | 0.62% |
| 2018-02-14 | $0.4950 | 0.72% |
| 2018-05-14 | $0.5200 | 0.71% |
| 2018-08-14 | $0.5200 | 0.66% |
| 2018-11-14 | $0.5200 | 0.62% |
| 2019-02-14 | $0.5200 | 0.66% |
| 2019-05-14 | $0.5450 | 0.65% |
| 2019-08-14 | $0.5450 | 0.61% |
| 2019-11-14 | $0.5450 | 0.71% |
| 2020-02-14 | $0.5450 | 0.68% |
| 2020-05-14 | $0.5700 | 0.82% |
| 2020-08-14 | $0.5700 | 0.79% |
| 2020-11-13 | $0.5700 | 0.82% |
| 2021-02-12 | $0.5700 | 0.91% |
| 2021-05-14 | $0.5950 | 0.83% |
| 2021-08-13 | $0.5950 | 0.83% |
| 2021-11-12 | $0.5950 | 0.85% |
| 2022-02-14 | $0.5950 | 0.89% |
| 2022-05-13 | $0.6200 | 0.67% |
| 2022-08-12 | $0.6200 | 0.82% |
| 2022-11-14 | $0.6200 | 0.93% |
| 2023-02-14 | $0.6200 | 0.93% |
| 2023-05-12 | $0.6200 | 1.10% |
| 2023-08-14 | $0.6200 | 0.95% |
| 2023-11-14 | $0.6200 | 1.06% |
| 2024-02-14 | $0.6200 | 1.06% |
| 2024-05-14 | $0.6200 | 0.82% |
| 2024-08-15 | $0.6200 | 0.86% |
| 2024-11-15 | $0.6200 | 0.81% |
| 2025-02-18 | $0.6200 | 0.80% |
| 2025-05-15 | $0.6200 | 0.91% |
| 2025-08-15 | $0.6200 | 0.78% |
| 2025-11-17 | $0.6200 | 0.76% |
| 2026-02-17 | $0.6200 | 0.70% |
| Total | 157 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 |
|---|---|---|---|---|
| 2021-05-14 | $84.22 | $16.84 | $0.13 | 0.9625 |
| 2021-08-13 | $84.79 | $16.96 | $0.14 | 0.9471 |
| 2021-11-12 | $85.35 | $17.07 | $0.14 | 0.9795 |
| 2022-02-14 | $85.94 | $17.19 | $0.14 | 1.0472 |
| 2022-05-13 | $90.20 | $18.04 | $0.14 | 0.7900 |
| 2022-08-12 | $90.69 | $18.14 | $0.15 | 0.9357 |
| 2022-11-14 | $91.27 | $18.25 | $0.15 | 1.1497 |
| 2023-02-14 | $91.98 | $18.40 | $0.15 | 1.1458 |
| 2023-05-12 | $92.69 | $18.54 | $0.15 | 1.3145 |
| 2023-08-14 | $93.51 | $18.70 | $0.15 | 1.1498 |
| 2023-11-14 | $94.22 | $18.84 | $0.15 | 1.2269 |
| 2024-02-14 | $94.98 | $19.00 | $0.15 | 1.3009 |
| 2024-05-14 | $95.79 | $19.16 | $0.15 | 1.0305 |
| 2024-08-15 | $96.42 | $19.28 | $0.15 | 1.0907 |
| 2024-11-15 | $97.10 | $19.42 | $0.16 | 1.0135 |
| 2025-02-18 | $97.73 | $19.55 | $0.16 | 1.0010 |
| 2025-05-15 | $98.35 | $19.67 | $0.16 | 1.1350 |
| 2025-08-15 | $99.05 | $19.81 | $0.16 | 1.0206 |
| 2025-11-17 | $99.69 | $19.94 | $0.16 | 0.9995 |
| 2026-02-17 | $100.31 | $20.06 | $0.16 | 0.9076 |
| Total | $1864.26 | $372.85 | $2.98 | 21.1480 |
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.