U.S. Energy Corp. (USEG) Stock Total Returns

Growth of $10,000 chart

2021-06-03 to 2026-06-03
to
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Investment Performance

Final Value
$2,665
Total Return
-73.35%
CAGR
-23.24%
Dividends
$288.30
Yield on Cost
2.88%

Rolling Returns

1-Month (21 Trading Days)
Average-0.76%
Median-3.28%
Best+149.41%
Worst-48.34%
% of Windows Positive38.1%
1-Year (252 Trading Days)
Average-18.77%
Median-26.67%
Best+257.34%
Worst-73.62%
% of Windows Positive22.7%
3-Year (756 Trading Days)
Average-58.75%
Median-60.89%
Best+14.00%
Worst-82.22%
% of Windows Positive0.2%

Risk Metrics

Maximum Drawdown -90.84%
Average Drawdown -68.51%
Drawdown Duration 1061 Trading Days (Unrecovered)
Sortino Ratio 0.08
Calmar Ratio -0.26
CVaR (5%) -9.76%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +15.33% (+40.25% ann.) +$1532.98 $0.00 $0.00 $0.00
2025 -43.62% $4361.81 $0.00 $0.00 $0.00
2024 +63.11% +$6311.48 $0.00 $0.00 $0.00
2023 -55.60% $5560.41 $203.78 $43.67 $0.00
2022 -28.51% $2851.20 $218.52 $46.83 $0.00
2021 -11.14% $1114.19 $0.00 $0.00 $0.00
2020 +22.69% +$2268.86 $0.00 $0.00 $0.00
2019 -55.23% $5523.11 $0.00 $0.00 $0.00
2018 -55.34% $5533.63 $0.00 $0.00 $0.00
2017 +17.19% +$1718.50 $0.00 $0.00 $0.00
2016 +33.33% +$3333.33 $0.00 $0.00 $0.00
2015 -89.19% $8918.94 $0.00 $0.00 $0.00
2014 -60.64% $6063.84 $0.00 $0.00 $0.00
2013 +150.66% +$15066.44 $0.00 $0.00 $0.00
2012 -48.45% $4845.33 $0.00 $0.00 $0.00
2011 -52.14% $5213.81 $0.00 $0.00 $0.00
2010 +2.53% +$252.93 $0.00 $0.00 $0.00
2009 +261.59% +$26158.85 $0.00 $0.00 $0.00
2008 -61.41% $6141.22 $0.00 $0.00 $0.00
2007 -14.66% $1466.25 $198.01 $39.62 $0.34
2006 +15.30% +$1529.66 $0.00 $0.00 $0.00
2005 +47.97% +$4797.25 $0.00 $0.00 $0.00
2004 -0.67% $67.05 $0.00 $0.00 $0.00
2003 -3.25% $324.65 $0.00 $0.00 $0.00
2002 -35.83% $3583.38 $0.00 $0.00 $0.00
2001 +132.73% +$13272.84 $0.00 $0.00 $0.00
2000 -41.07% $4107.15 $0.00 $0.00 $0.00
1999 +75.00% +$7500.04 $0.00 $0.00 $0.00
1998 -77.46% $7746.49 $0.00 $0.00 $0.00
1997 -13.41% $1341.46 $0.00 $0.00 $0.00
1996 +87.97% +$8796.57 $0.00 $0.00 $0.00
1995 +36.33% +$3632.86 $0.00 $0.00 $0.00
1994 +6.67% +$666.62 $0.00 $0.00 $0.00
1993 +15.39% +$1538.53 $0.00 $0.00 $0.00
1992 -21.21% $2121.23 $0.00 $0.00 $0.00
1991 -42.11% $4210.53 $0.00 $0.00 $0.00
1990 -16.18% $1617.65 $0.00 $0.00 $0.00
1989 +19.30% +$1929.82 $0.00 $0.00 $0.00
1988 +35.71% +$3571.40 $0.00 $0.00 $0.00
1987 +281.82% +$28181.95 $0.00 $0.00 $0.00
1986 -50.00% $5000.00 $0.00 $0.00 $0.00
1985 -48.84% $4883.74 $0.00 $0.00 $0.00
1984 +38.71% +$3870.96 $0.00 $0.00 $0.00
1983 -20.51% $2051.25 $0.00 $0.00 $0.00
1982 +21.88% +$2187.52 $0.00 $0.00 $0.00
1981 -70.37% $7037.04 $0.00 $0.00 $0.00
1980 partial -53.04% (-61.53% ann.) $5304.35 $0.00 $0.00 $0.00

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Dot-com bubble / TMT mania August 9, 1995 – March 10, 2000 -29.57% -7.36% $2956.84 $0.00 $0.00 $0.00
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 +12.87% +4.82% +$1287.33 $0.00 $0.00 $0.00
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +15.35% +2.90% +$1535.01 $264.53 $52.94 $0.46
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -60.71% -48.38% $6070.57 $0.00 $0.00 $0.00
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +33.73% +8.99% +$3372.81 $0.00 $0.00 $0.00
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 -96.22% -35.14% $9622.29 $0.00 $0.00 $0.00
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -53.58% -99.98% $5357.95 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +55.04% +102.50% +$5503.93 $0.00 $0.00 $0.00
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 -12.63% -12.03% $1263.42 $0.00 $0.00 $0.00
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -22.99% -24.22% $2298.58 $199.05 $42.65 $0.00
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -66.86% -44.89% $6685.91 $161.66 $34.64 $0.00
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – June 3, 2026 +12.72% +7.27% +$1271.78 $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 %
2007-07-03 $6.0000 1.77%
2022-04-13 $0.0230 0.55%
2022-08-05 $0.0230 0.68%
2022-11-07 $0.0230 0.79%
2023-02-09 $0.0230 0.95%
2023-05-18 $0.0230 1.73%
Total 6 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
2022-04-13 $57.66 $12.36 $0.00 10.5103
2022-08-05 $57.66 $12.36 $0.00 13.0560
2022-11-07 $57.66 $12.36 $0.00 15.3213
2023-02-09 $57.66 $12.36 $0.00 19.3044
2023-05-18 $57.66 $12.36 $0.00 33.7236
Total $288.30 $61.78 $0.00 91.9156

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.

WAY

CAGR -2.90% Total -5.68% Final $9,432
2024-06-07 — 2026-06-03
EEFT

CAGR 5.39% Total 364.13% Final $46,413
1997-03-07 — 2026-06-03
NNE

CAGR 119.31% Total 408.09% Final $50,809
2024-05-08 — 2026-06-03