NorthWestern Energy Group, Inc. (NWE) Stock Total Returns
Growth of $10,000 chart
2021-04-21 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$12,037
Total Return
20.37%
CAGR
3.78%
Dividends
$1,996.61
Yield on Cost
19.97%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.47% |
| Median | +0.64% |
| Best | +17.08% |
| Worst | -11.81% |
| % of Windows Positive | 54.9% |
1-Year (252 Trading Days)
| Average | +4.82% |
| Median | +2.88% |
| Best | +36.67% |
| Worst | -17.10% |
| % of Windows Positive | 58.6% |
3-Year (756 Trading Days)
| Average | +10.86% |
| Median | +6.51% |
| Best | +44.85% |
| Worst | -19.76% |
| % of Windows Positive | 76.2% |
Risk Metrics
| Maximum Drawdown | -27.69% |
| Average Drawdown | -13.29% |
| Drawdown Duration | 1129 Trading Days |
| Sortino Ratio | 0.40 |
| Calmar Ratio | 0.14 |
| CVaR (5%) | -2.91% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +10.07% (+37.14% ann.) | +$1007.30 | $103.81 | $20.76 | $0.17 |
| 2025 | +25.23% | +$2523.21 | $501.02 | $100.20 | $0.80 |
| 2024 | +9.39% | +$938.87 | $518.94 | $103.79 | $0.83 |
| 2023 | -11.70% | $1169.86 | $433.76 | $86.76 | $0.69 |
| 2022 | +8.44% | +$844.11 | $446.74 | $89.35 | $0.71 |
| 2021 | +1.25% | +$125.29 | $430.33 | $86.07 | $0.69 |
| 2020 | -15.79% | $1579.30 | $339.09 | $67.82 | $0.54 |
| 2019 | +23.71% | +$2370.58 | $390.69 | $78.14 | $0.63 |
| 2018 | +2.83% | +$283.23 | $373.66 | $74.73 | $0.60 |
| 2017 | +7.79% | +$778.61 | $373.21 | $74.65 | $0.60 |
| 2016 | +7.72% | +$771.57 | $372.38 | $74.48 | $0.60 |
| 2015 | -1.21% | $120.75 | $343.20 | $68.64 | $0.55 |
| 2014 | +34.07% | +$3407.08 | $373.15 | $74.63 | $0.60 |
| 2013 | +28.52% | +$2851.51 | $442.70 | $88.54 | $0.71 |
| 2012 | +0.32% | +$32.28 | $418.70 | $83.74 | $0.67 |
| 2011 | +28.69% | +$2869.50 | $506.56 | $101.31 | $0.81 |
| 2010 | +15.31% | +$1530.74 | $530.83 | $106.16 | $0.85 |
| 2009 | +16.24% | +$1623.69 | $582.18 | $116.43 | $0.93 |
| 2008 | -16.92% | $1691.90 | $454.43 | $90.89 | $0.72 |
| 2007 partial | +0.10% (+13.19% ann.) | +$10.18 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| GFC / deleveraging / dollar shortage partial | December 28, 2007 – March 9, 2009 | -34.48% | -29.77% | $3448.10 | $454.89 | $90.98 | $0.72 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +114.34% | +25.34% | +$11433.95 | $2706.82 | $541.35 | $4.32 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +171.98% | +14.14% | +$17197.76 | $4421.49 | $884.33 | $7.08 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -38.29% | -99.59% | $3828.56 | $75.09 | $15.02 | $0.12 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +2.41% | +3.90% | +$240.80 | $229.03 | $45.81 | $0.37 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +1.17% | +1.11% | +$116.53 | $434.37 | $86.88 | $0.70 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -3.49% | -3.70% | $349.14 | $459.96 | $91.99 | $0.73 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +13.42% | +7.03% | +$1342.36 | $984.89 | $196.98 | $1.58 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | +31.67% | +18.92% | +$3166.57 | $717.70 | $143.54 | $1.15 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2008-03-12 | $0.3300 | 1.29% |
| 2008-06-11 | $0.3300 | 1.24% |
| 2008-09-11 | $0.3300 | 1.29% |
| 2008-12-11 | $0.3300 | 1.56% |
| 2009-03-11 | $0.3350 | 1.73% |
| 2009-06-11 | $0.3350 | 1.52% |
| 2009-09-11 | $0.3350 | 1.38% |
| 2009-12-11 | $0.3350 | 1.29% |
| 2010-03-11 | $0.3400 | 1.31% |
| 2010-06-11 | $0.3400 | 1.27% |
| 2010-09-13 | $0.3400 | 1.21% |
| 2010-12-13 | $0.3400 | 1.18% |
| 2011-03-11 | $0.3600 | 1.21% |
| 2011-06-13 | $0.3600 | 1.13% |
| 2011-09-13 | $0.3600 | 1.12% |
| 2011-12-13 | $0.3600 | 1.06% |
| 2012-03-13 | $0.3700 | 1.04% |
| 2012-06-13 | $0.3700 | 1.03% |
| 2012-09-12 | $0.3700 | 1.02% |
| 2012-12-12 | $0.3700 | 1.05% |
| 2013-03-13 | $0.3800 | 0.97% |
| 2013-06-12 | $0.3800 | 0.93% |
| 2013-09-11 | $0.3800 | 0.92% |
| 2013-12-11 | $0.3800 | 0.89% |
| 2014-03-12 | $0.4000 | 0.88% |
| 2014-06-11 | $0.4000 | 0.82% |
| 2014-09-11 | $0.4000 | 0.83% |
| 2014-12-11 | $0.4000 | 0.75% |
| 2015-03-11 | $0.4800 | 0.93% |
| 2015-06-11 | $0.4800 | 0.93% |
| 2015-09-11 | $0.4800 | 0.97% |
| 2015-12-11 | $0.4800 | 0.90% |
| 2016-03-11 | $0.5000 | 0.82% |
| 2016-06-13 | $0.5000 | 0.82% |
| 2016-09-13 | $0.5000 | 0.86% |
| 2016-12-13 | $0.5000 | 0.87% |
| 2017-03-13 | $0.5250 | 0.93% |
| 2017-06-13 | $0.5250 | 0.84% |
| 2017-09-14 | $0.5250 | 0.89% |
| 2017-12-14 | $0.5250 | 0.85% |
| 2018-03-14 | $0.5500 | 1.07% |
| 2018-06-14 | $0.5500 | 1.03% |
| 2018-09-13 | $0.5500 | 0.92% |
| 2018-12-13 | $0.5500 | 0.86% |
| 2019-03-14 | $0.5750 | 0.81% |
| 2019-06-13 | $0.5750 | 0.79% |
| 2019-09-12 | $0.5750 | 0.78% |
| 2019-12-12 | $0.5750 | 0.81% |
| 2020-03-12 | $0.6000 | 0.85% |
| 2020-06-12 | $0.6000 | 1.06% |
| 2020-09-14 | $0.6000 | 1.19% |
| 2020-12-14 | $0.6000 | 1.07% |
| 2021-03-12 | $0.6200 | 1.00% |
| 2021-06-14 | $0.6200 | 0.95% |
| 2021-09-14 | $0.6200 | 0.99% |
| 2021-12-14 | $0.6200 | 1.11% |
| 2022-03-14 | $0.6300 | 1.05% |
| 2022-06-14 | $0.6300 | 1.10% |
| 2022-09-14 | $0.6300 | 1.16% |
| 2022-12-14 | $0.6300 | 1.08% |
| 2023-03-14 | $0.6400 | 1.14% |
| 2023-06-14 | $0.6400 | 1.08% |
| 2023-09-14 | $0.6400 | 1.25% |
| 2023-12-14 | $0.6400 | 1.19% |
| 2024-03-14 | $0.6500 | 1.31% |
| 2024-06-14 | $0.6500 | 1.29% |
| 2024-09-13 | $0.6500 | 1.17% |
| 2024-12-13 | $0.6500 | 1.26% |
| 2025-03-14 | $0.6600 | 1.18% |
| 2025-06-13 | $0.6600 | 1.25% |
| 2025-09-15 | $0.6600 | 1.16% |
| 2025-12-15 | $0.6600 | 0.97% |
| 2026-03-13 | $0.6700 | 1.00% |
| Total | 73 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 |
|---|---|---|---|---|
| 2021-06-14 | $88.23 | $17.65 | $0.14 | 1.0964 |
| 2021-09-14 | $88.91 | $17.78 | $0.14 | 1.1479 |
| 2021-12-14 | $89.62 | $17.93 | $0.14 | 1.2939 |
| 2022-03-14 | $91.88 | $18.38 | $0.15 | 1.2423 |
| 2022-06-14 | $92.67 | $18.53 | $0.15 | 1.3388 |
| 2022-09-14 | $93.51 | $18.70 | $0.15 | 1.3716 |
| 2022-12-14 | $94.37 | $18.87 | $0.15 | 1.3002 |
| 2023-03-14 | $96.70 | $19.34 | $0.15 | 1.3660 |
| 2023-06-14 | $97.58 | $19.52 | $0.16 | 1.3423 |
| 2023-09-14 | $98.44 | $19.69 | $0.16 | 1.5290 |
| 2023-12-14 | $99.42 | $19.88 | $0.16 | 1.5249 |
| 2024-03-14 | $101.96 | $20.39 | $0.16 | 1.6861 |
| 2024-06-14 | $103.06 | $20.61 | $0.16 | 1.6585 |
| 2024-09-13 | $104.14 | $20.83 | $0.17 | 1.4862 |
| 2024-12-13 | $105.10 | $21.02 | $0.17 | 1.6476 |
| 2025-03-14 | $107.81 | $21.56 | $0.17 | 1.5342 |
| 2025-06-13 | $108.82 | $21.76 | $0.17 | 1.6831 |
| 2025-09-15 | $109.93 | $21.99 | $0.18 | 1.5498 |
| 2025-12-15 | $110.95 | $22.19 | $0.18 | 1.3299 |
| 2026-03-13 | $113.52 | $22.71 | $0.18 | 1.3247 |
| Total | $1996.61 | $399.32 | $3.19 | 28.4538 |
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.