Expand Energy Corporation (EXE) Stock Total Returns

Growth of $10,000 chart

2021-04-21 to 2026-04-21
to
$
%
%
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Investment Performance

Final Value
$24,546
Total Return
145.46%
CAGR
19.68%
Dividends
$4,867.20
Yield on Cost
48.67%

Rolling Returns

1-Month (21 Trading Days)
Average+1.98%
Median+1.63%
Best+29.12%
Worst-24.75%
% of Windows Positive58.1%
1-Year (252 Trading Days)
Average+22.87%
Median+18.46%
Best+109.94%
Worst-22.18%
% of Windows Positive72.6%
3-Year (756 Trading Days)
Average+50.31%
Median+47.25%
Best+128.01%
Worst+2.75%
% of Windows Positive100.0%

Risk Metrics

Maximum Drawdown -29.87%
Average Drawdown -11.17%
Drawdown Duration 496 Trading Days
Sortino Ratio 1.00
Calmar Ratio 0.66
CVaR (5%) -5.08%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -14.22% (-39.63% ann.) $1422.11 $52.10 $10.42 $0.09
2025 +13.63% +$1363.18 $323.19 $64.64 $0.51
2024 +32.38% +$3238.36 $319.90 $63.98 $0.51
2023 -15.49% $1549.11 $388.63 $77.73 $0.62
2022 +58.74% +$5873.86 $1534.52 $306.90 $2.46
2021 partial +45.74% (+52.90% ann.) +$4574.13 $251.74 $50.35 $0.40

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Reopening reflation / fiscal boom / supply bottlenecks partial February 10, 2021 – November 29, 2021 +38.63% +50.46% +$3862.60 $251.74 $50.35 $0.40
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 +75.46% +81.66% +$7546.34 $1101.16 $220.23 $1.76
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -22.04% -12.57% $2203.51 $875.61 $175.12 $1.40
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 21, 2026 +30.86% +18.45% +$3085.69 $590.54 $118.11 $0.94

Dividend History

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

Date Per Share Yield %
2021-05-21 $0.3440 0.68%
2021-08-23 $0.3440 0.65%
2021-11-23 $0.4380 0.72%
2022-03-04 $1.7680 2.20%
2022-05-18 $2.3400 2.59%
2022-08-16 $2.3200 2.42%
2022-11-14 $3.1600 3.09%
2023-03-06 $1.2900 1.53%
2023-05-17 $1.1800 1.48%
2023-08-16 $0.5750 0.69%
2023-11-15 $0.5750 0.71%
2024-03-06 $0.5750 0.69%
2024-05-15 $0.7150 0.79%
2024-08-15 $0.5750 0.80%
2024-11-14 $0.5750 0.60%
2025-03-11 $0.5750 0.58%
2025-05-15 $0.5750 0.51%
2025-08-14 $1.4650 1.52%
2025-11-13 $0.5750 0.48%
2026-03-05 $0.5750 0.54%
Total 20 payments

Portfolio Dividend Returns

Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-21 to 2026-04-21. Change
Date Total Yield Tax Trans. Cost Shares Bought
2021-05-21 $74.39 $14.88 $0.12 1.1778
2021-08-23 $74.80 $14.96 $0.12 1.1430
2021-11-23 $95.74 $19.15 $0.16 1.1955
2022-03-04 $388.57 $77.71 $0.62 3.6498
2022-05-18 $522.82 $104.56 $0.84 4.8185
2022-08-16 $529.54 $105.91 $0.85 4.3586
2022-11-14 $735.04 $147.01 $1.18 5.9164
2023-03-06 $307.69 $61.54 $0.50 3.0909
2023-05-17 $285.11 $57.03 $0.46 2.9086
2023-08-16 $140.60 $28.12 $0.22 1.3593
2023-11-15 $141.38 $28.27 $0.22 1.3559
2024-03-06 $142.16 $28.43 $0.22 1.3855
2024-05-15 $177.76 $35.55 $0.28 1.5554
2024-08-15 $143.85 $28.77 $0.23 1.5720
2024-11-14 $144.76 $28.96 $0.23 1.2141
2025-03-11 $145.46 $29.09 $0.23 1.1578
2025-05-15 $146.12 $29.23 $0.23 1.0225
2025-08-14 $373.78 $74.75 $0.59 3.1417
2025-11-13 $148.51 $29.70 $0.23 1.0052
2026-03-05 $149.10 $29.82 $0.24 1.1159
Total $4867.20 $973.44 $7.78 44.1445

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.

CART

CAGR 9.73% Total 27.15% Final $12,715
2023-09-19 — 2026-04-21
KG

CAGR -12.13% Total -90.19% Final $980.91
2008-05-06 — 2026-04-21
SOC

CAGR 7.73% Total 45.15% Final $14,515
2021-04-19 — 2026-04-21