Murphy USA Inc. (MUSA) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$37,423
Total Return
274.23%
CAGR
30.21%
Dividends
$591.96
Yield on Cost
5.92%

Rolling Returns

1-Month (21 Trading Days)
Average+2.50%
Median+2.28%
Best+31.09%
Worst-16.60%
% of Windows Positive61.9%
1-Year (252 Trading Days)
Average+30.91%
Median+30.95%
Best+96.99%
Worst-32.33%
% of Windows Positive79.6%
3-Year (756 Trading Days)
Average+128.73%
Median+121.78%
Best+280.17%
Worst+13.19%
% of Windows Positive100.0%

Risk Metrics

Maximum Drawdown -35.58%
Average Drawdown -9.66%
Drawdown Duration 348 Trading Days (Unrecovered)
Sortino Ratio 1.51
Calmar Ratio 0.85
CVaR (5%) -4.09%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +27.16% (+120.47% ann.) +$2715.81 $15.61 $3.12 $0.03
2025 -19.23% $1923.07 $42.91 $8.58 $0.07
2024 +41.16% +$4115.68 $50.26 $10.05 $0.08
2023 +28.06% +$2806.15 $55.54 $11.11 $0.09
2022 +40.87% +$4086.59 $63.85 $12.77 $0.10
2021 +53.10% +$5310.13 $79.65 $15.93 $0.12
2020 +12.02% +$1202.41 $21.37 $4.27 $0.03
2019 +52.66% +$5266.18 $0.00 $0.00 $0.00
2018 -4.63% $462.92 $0.00 $0.00 $0.00
2017 +30.73% +$3073.05 $0.00 $0.00 $0.00
2016 +1.20% +$120.18 $0.00 $0.00 $0.00
2015 -11.79% $1179.20 $0.00 $0.00 $0.00
2014 +65.69% +$6568.81 $0.00 $0.00 $0.00
2013 partial +6.98% (+20.18% ann.) +$697.56 $0.00 $0.00 $0.00

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Secular stagnation / QE / low inflation / duration bull partial August 19, 2013 – February 19, 2020 +174.41% +16.79% +$17441.44 $0.00 $0.00 $0.00
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -21.91% -94.05% $2190.70 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +47.77% +87.43% +$4776.53 $0.00 $0.00 $0.00
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +36.00% +33.87% +$3599.75 $99.21 $19.84 $0.15
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 +77.33% +83.71% +$7732.52 $73.40 $14.68 $0.12
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +76.65% +35.93% +$7665.32 $95.51 $19.10 $0.15
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 21, 2026 +0.08% +0.05% +$7.61 $63.42 $12.68 $0.10

Dividend History

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

Date Per Share Yield %
2020-11-12 $0.2500 0.18%
2021-02-19 $0.2500 0.20%
2021-05-14 $0.2500 0.18%
2021-08-27 $0.2500 0.16%
2021-11-05 $0.2900 0.17%
2022-02-17 $0.2900 0.16%
2022-05-16 $0.3100 0.12%
2022-08-29 $0.3200 0.11%
2022-11-07 $0.3500 0.12%
2023-02-17 $0.3700 0.14%
2023-05-12 $0.3800 0.14%
2023-08-25 $0.3900 0.12%
2023-11-03 $0.4100 0.11%
2024-02-23 $0.4200 0.10%
2024-05-17 $0.4400 0.10%
2024-08-26 $0.4500 0.09%
2024-11-04 $0.4800 0.10%
2025-02-24 $0.4900 0.11%
2025-05-12 $0.5000 0.11%
2025-08-25 $0.5300 0.14%
2025-11-10 $0.6300 0.17%
2026-02-23 $0.6300 0.16%
Total 22 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
2021-05-14 $17.88 $3.58 $0.03 0.1010
2021-08-27 $17.91 $3.58 $0.03 0.0914
2021-11-05 $20.80 $4.16 $0.03 0.0959
2022-02-17 $20.83 $4.17 $0.03 0.0916
2022-05-16 $22.29 $4.46 $0.04 0.0694
2022-08-29 $23.03 $4.61 $0.04 0.0613
2022-11-07 $25.22 $5.04 $0.04 0.0657
2023-02-17 $26.68 $5.34 $0.04 0.0777
2023-05-12 $27.43 $5.49 $0.04 0.0772
2023-08-25 $28.18 $5.64 $0.04 0.0704
2023-11-03 $29.66 $5.93 $0.05 0.0625
2024-02-23 $30.41 $6.08 $0.05 0.0587
2024-05-17 $31.88 $6.38 $0.05 0.0574
2024-08-26 $32.63 $6.53 $0.05 0.0509
2024-11-04 $34.83 $6.96 $0.06 0.0579
2025-02-24 $35.58 $7.12 $0.06 0.0621
2025-05-12 $36.34 $7.27 $0.06 0.0660
2025-08-25 $38.56 $7.71 $0.06 0.0827
2025-11-10 $45.88 $9.18 $0.07 0.1024
2026-02-23 $45.95 $9.19 $0.07 0.0937
Total $591.96 $118.40 $0.94 1.4959

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.

AR

CAGR -2.65% Total -28.55% Final $7,145
2013-10-10 — 2026-04-21
GPC

CAGR 10.03% Total 8078.13% Final $817,813
1980-03-17 — 2026-04-21
PTLO

CAGR -28.99% Total -78.56% Final $2,144
2021-10-21 — 2026-04-21