Xcel Energy Inc. (XEL) Stock Total Returns
Growth of $10,000 chart
2021-04-21 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$12,583
Total Return
25.83%
CAGR
4.70%
Dividends
$1,561.24
Yield on Cost
15.61%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.59% |
| Median | +0.93% |
| Best | +19.28% |
| Worst | -22.43% |
| % of Windows Positive | 56.1% |
1-Year (252 Trading Days)
| Average | +6.51% |
| Median | +7.23% |
| Best | +47.53% |
| Worst | -23.61% |
| % of Windows Positive | 62.9% |
3-Year (756 Trading Days)
| Average | +9.37% |
| Median | +7.85% |
| Best | +52.22% |
| Worst | -19.74% |
| % of Windows Positive | 77.8% |
Risk Metrics
| Maximum Drawdown | -35.04% |
| Average Drawdown | -10.30% |
| Drawdown Duration | 556 Trading Days |
| Sortino Ratio | 0.46 |
| Calmar Ratio | 0.13 |
| CVaR (5%) | -2.98% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +7.69% (+27.59% ann.) | +$768.63 | $80.29 | $16.06 | $0.13 |
| 2025 | +12.97% | +$1297.36 | $424.46 | $84.89 | $0.68 |
| 2024 | +11.64% | +$1163.61 | $267.77 | $53.55 | $0.43 |
| 2023 | -9.30% | $930.46 | $299.61 | $59.92 | $0.48 |
| 2022 | +5.88% | +$587.95 | $290.78 | $58.16 | $0.47 |
| 2021 | +3.82% | +$382.08 | $277.12 | $55.42 | $0.44 |
| 2020 | +7.26% | +$725.55 | $273.12 | $54.62 | $0.44 |
| 2019 | +31.65% | +$3165.01 | $331.55 | $66.31 | $0.53 |
| 2018 | +5.14% | +$514.41 | $319.22 | $63.84 | $0.51 |
| 2017 | +21.14% | +$2114.38 | $357.18 | $71.44 | $0.57 |
| 2016 | +16.36% | +$1636.39 | $382.48 | $76.50 | $0.61 |
| 2015 | +3.05% | +$304.72 | $360.49 | $72.10 | $0.58 |
| 2014 | +32.47% | +$3247.40 | $434.56 | $86.91 | $0.70 |
| 2013 | +7.93% | +$792.89 | $420.44 | $84.09 | $0.67 |
| 2012 | -0.31% | $30.65 | $391.69 | $78.34 | $0.63 |
| 2011 | +21.29% | +$2129.23 | $444.31 | $88.86 | $0.71 |
| 2010 | +15.06% | +$1506.26 | $479.83 | $95.97 | $0.77 |
| 2009 | +19.12% | +$1912.39 | $532.99 | $106.60 | $0.85 |
| 2008 | -14.58% | $1458.22 | $424.19 | $84.84 | $0.68 |
| 2007 | +1.12% | +$111.90 | $400.77 | $80.15 | $0.64 |
| 2006 | +29.39% | +$2938.95 | $485.69 | $97.14 | $0.78 |
| 2005 | +5.22% | +$522.36 | $475.40 | $95.08 | $0.76 |
| 2004 | +11.21% | +$1121.21 | $484.96 | $96.99 | $0.78 |
| 2003 | +60.21% | +$6020.81 | $693.61 | $138.72 | $1.11 |
| 2002 | -57.84% | $5784.38 | $412.96 | $82.59 | $0.66 |
| 2001 | -0.47% | $47.45 | $524.19 | $104.84 | $0.84 |
| 2000 | +56.55% | +$5654.98 | $776.77 | $155.35 | $1.24 |
| 1999 | -25.95% | $2595.17 | $531.22 | $106.24 | $0.85 |
| 1998 | -0.84% | $83.54 | $497.07 | $99.41 | $0.79 |
| 1997 | +32.60% | +$3260.47 | $622.08 | $124.42 | $0.99 |
| 1996 | -2.16% | $215.64 | $568.60 | $113.72 | $0.91 |
| 1995 | +17.02% | +$1701.83 | $621.48 | $124.30 | $1.00 |
| 1994 | +7.27% | +$727.42 | $620.64 | $124.13 | $0.99 |
| 1993 | +4.29% | +$429.36 | $603.11 | $120.62 | $0.97 |
| 1992 | +5.52% | +$551.80 | $591.14 | $118.23 | $0.95 |
| 1991 | +33.09% | +$3308.67 | $718.98 | $143.80 | $1.15 |
| 1990 | -9.73% | $973.14 | $588.89 | $117.78 | $0.94 |
| 1989 | +27.51% | +$2751.21 | $683.63 | $136.72 | $1.09 |
| 1988 | +16.56% | +$1656.29 | $721.73 | $144.35 | $1.16 |
| 1987 | -9.65% | $965.41 | $587.58 | $117.52 | $0.94 |
| 1986 | +36.10% | +$3610.09 | $716.13 | $143.23 | $1.15 |
| 1985 | +30.71% | +$3070.75 | $424.84 | $84.96 | $0.68 |
| 1984 | +9.87% | +$986.84 | $0.00 | $0.00 | $0.00 |
| 1983 | +26.67% | +$2666.66 | $0.00 | $0.00 | $0.00 |
| 1982 | +24.35% | +$2435.24 | $0.00 | $0.00 | $0.00 |
| 1981 | +12.21% | +$1220.93 | $0.00 | $0.00 | $0.00 |
| 1980 | -3.91% | $391.07 | $0.00 | $0.00 | $0.00 |
| 1979 | -4.79% | $478.73 | $0.00 | $0.00 | $0.00 |
| 1978 | -16.81% | $1681.42 | $0.00 | $0.00 | $0.00 |
| 1977 | -4.24% | $423.73 | $0.00 | $0.00 | $0.00 |
| 1976 | +11.85% | +$1184.83 | $0.00 | $0.00 | $0.00 |
| 1975 | +64.84% | +$6484.38 | $0.00 | $0.00 | $0.00 |
| 1974 | -36.63% | $3663.37 | $0.00 | $0.00 | $0.00 |
| 1973 partial | -11.78% (-13.60% ann.) | $1177.60 | $158.28 | $31.66 | $0.25 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | -6.96% | -1.56% | $696.15 | $3179.62 | $635.92 | $5.09 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | -48.73% | -22.86% | $4872.84 | $2452.32 | $490.46 | $3.93 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +224.30% | +26.55% | +$22429.85 | $5603.51 | $1120.70 | $8.97 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -22.80% | -16.74% | $2280.17 | $543.94 | $108.79 | $0.87 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +95.52% | +21.97% | +$9551.90 | $2269.81 | $453.96 | $3.63 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +198.60% | +15.55% | +$19860.20 | $3882.21 | $776.44 | $6.21 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -28.85% | -97.95% | $2885.23 | $60.85 | $12.17 | $0.10 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +37.04% | +66.03% | +$3703.85 | $159.54 | $31.91 | $0.26 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | -8.69% | -8.27% | $869.45 | $247.74 | $49.55 | $0.40 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +5.26% | +5.59% | +$525.50 | $304.17 | $60.83 | $0.49 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -1.34% | -0.72% | $133.86 | $623.96 | $124.79 | $1.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | +27.63% | +16.61% | +$2763.03 | $540.46 | $108.09 | $0.86 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1973-03-26 | $0.1148 | 1.62% |
| 1985-09-26 | $0.2200 | 1.88% |
| 1985-12-26 | $0.2200 | 1.69% |
| 1986-03-26 | $0.2200 | 1.46% |
| 1986-06-26 | $0.2375 | 1.39% |
| 1986-09-30 | $0.2375 | 1.36% |
| 1986-12-26 | $0.2375 | 1.32% |
| 1987-03-31 | $0.2375 | 1.40% |
| 1987-06-25 | $0.2525 | 1.53% |
| 1987-09-29 | $0.2525 | 1.60% |
| 1987-12-28 | $0.2525 | 1.70% |
| 1988-03-28 | $0.2525 | 1.63% |
| 1988-06-28 | $0.2650 | 1.65% |
| 1988-09-27 | $0.2650 | 1.65% |
| 1988-12-28 | $0.2650 | 1.59% |
| 1989-03-28 | $0.2650 | 1.70% |
| 1989-07-03 | $0.2775 | 1.52% |
| 1989-09-26 | $0.2775 | 1.50% |
| 1989-12-26 | $0.2775 | 1.39% |
| 1990-04-03 | $0.2775 | 1.53% |
| 1990-07-03 | $0.2900 | 1.61% |
| 1990-09-25 | $0.2900 | 1.91% |
| 1990-12-26 | $0.2900 | 1.65% |
| 1991-04-02 | $0.2900 | 1.66% |
| 1991-07-05 | $0.3025 | 1.74% |
| 1991-09-25 | $0.3025 | 1.57% |
| 1991-12-26 | $0.3025 | 1.38% |
| 1992-04-02 | $0.3025 | 1.54% |
| 1992-07-02 | $0.3150 | 1.52% |
| 1992-09-25 | $0.3150 | 1.46% |
| 1992-12-28 | $0.3150 | 1.42% |
| 1993-04-02 | $0.3150 | 1.35% |
| 1993-07-01 | $0.3225 | 1.41% |
| 1993-09-27 | $0.3225 | 1.37% |
| 1993-12-29 | $0.3225 | 1.45% |
| 1994-04-04 | $0.3225 | 1.58% |
| 1994-07-01 | $0.3300 | 1.61% |
| 1994-09-27 | $0.3300 | 1.55% |
| 1994-12-30 | $0.3300 | 1.47% |
| 1995-04-03 | $0.3300 | 1.50% |
| 1995-07-11 | $0.3375 | 1.48% |
| 1995-09-28 | $0.3375 | 1.48% |
| 1995-12-28 | $0.3375 | 1.38% |
| 1996-04-08 | $0.3375 | 1.37% |
| 1996-07-09 | $0.3450 | 1.44% |
| 1996-09-27 | $0.3450 | 1.47% |
| 1996-12-31 | $0.3450 | 1.46% |
| 1997-04-07 | $0.3450 | 1.46% |
| 1997-07-07 | $0.3525 | 1.33% |
| 1997-09-29 | $0.3525 | 1.40% |
| 1997-12-30 | $0.3525 | 1.20% |
| 1998-04-06 | $0.3525 | 1.18% |
| 1998-07-07 | $0.3580 | 1.23% |
| 1998-09-29 | $0.3580 | 1.29% |
| 1998-12-30 | $0.3580 | 1.28% |
| 1999-04-05 | $0.3580 | 1.52% |
| 1999-07-06 | $0.3630 | 1.48% |
| 1999-09-29 | $0.3630 | 1.68% |
| 1999-12-31 | $0.3630 | 1.82% |
| 2000-04-11 | $0.3630 | 1.74% |
| 2000-07-11 | $0.3680 | 1.73% |
| 2000-08-21 | $0.1590 | 0.61% |
| 2000-10-04 | $0.2180 | 0.79% |
| 2000-12-28 | $0.3750 | 1.26% |
| 2001-03-29 | $0.3750 | 1.29% |
| 2001-07-05 | $0.3750 | 1.29% |
| 2001-09-28 | $0.3750 | 1.40% |
| 2001-12-28 | $0.3750 | 1.33% |
| 2002-04-04 | $0.3750 | 1.46% |
| 2002-07-03 | $0.3750 | 2.35% |
| 2002-10-03 | $0.1880 | 1.97% |
| 2002-12-31 | $0.1880 | 1.72% |
| 2003-06-05 | $0.1880 | 1.19% |
| 2003-07-02 | $0.1880 | 1.25% |
| 2003-12-11 | $0.1880 | 1.09% |
| 2003-12-30 | $0.1880 | 1.08% |
| 2004-03-31 | $0.1880 | 1.04% |
| 2004-06-30 | $0.2080 | 1.23% |
| 2004-09-29 | $0.2080 | 1.19% |
| 2004-12-30 | $0.2080 | 1.13% |
| 2005-03-29 | $0.2080 | 1.23% |
| 2005-06-28 | $0.2150 | 1.10% |
| 2005-09-27 | $0.2150 | 1.10% |
| 2005-12-29 | $0.2150 | 1.14% |
| 2006-03-28 | $0.2150 | 1.17% |
| 2006-06-27 | $0.2230 | 1.16% |
| 2006-09-26 | $0.2230 | 1.07% |
| 2006-12-26 | $0.2230 | 0.96% |
| 2007-03-27 | $0.2230 | 0.90% |
| 2007-06-26 | $0.2300 | 1.11% |
| 2007-09-25 | $0.2300 | 1.05% |
| 2007-12-24 | $0.2300 | 0.99% |
| 2008-03-25 | $0.2300 | 1.14% |
| 2008-06-24 | $0.2380 | 1.16% |
| 2008-09-23 | $0.2380 | 1.15% |
| 2008-12-24 | $0.2380 | 1.32% |
| 2009-03-24 | $0.2380 | 1.27% |
| 2009-06-23 | $0.2450 | 1.34% |
| 2009-09-22 | $0.2450 | 1.22% |
| 2009-12-22 | $0.2450 | 1.13% |
| 2010-03-23 | $0.2450 | 1.14% |
| 2010-06-22 | $0.2530 | 1.18% |
| 2010-09-21 | $0.2530 | 1.09% |
| 2010-12-21 | $0.2530 | 1.06% |
| 2011-03-22 | $0.2530 | 1.07% |
| 2011-06-21 | $0.2600 | 1.06% |
| 2011-09-20 | $0.2600 | 1.03% |
| 2011-12-22 | $0.2600 | 0.95% |
| 2012-03-20 | $0.2600 | 0.99% |
| 2012-06-19 | $0.2700 | 0.93% |
| 2012-09-18 | $0.2700 | 0.97% |
| 2012-12-24 | $0.2700 | 0.99% |
| 2013-03-19 | $0.2700 | 0.93% |
| 2013-06-18 | $0.2800 | 0.95% |
| 2013-09-17 | $0.2800 | 1.02% |
| 2013-12-24 | $0.2800 | 1.00% |
| 2014-03-18 | $0.3000 | 0.98% |
| 2014-06-17 | $0.3000 | 0.97% |
| 2014-09-16 | $0.3000 | 0.96% |
| 2014-12-23 | $0.3000 | 0.84% |
| 2015-03-13 | $0.3200 | 0.93% |
| 2015-06-16 | $0.3200 | 0.98% |
| 2015-09-15 | $0.3200 | 0.97% |
| 2015-12-22 | $0.3200 | 0.90% |
| 2016-03-11 | $0.3400 | 0.83% |
| 2016-06-14 | $0.3400 | 0.80% |
| 2016-09-13 | $0.3400 | 0.82% |
| 2016-12-22 | $0.3400 | 0.83% |
| 2017-03-13 | $0.3600 | 0.83% |
| 2017-06-13 | $0.3600 | 0.76% |
| 2017-09-14 | $0.3600 | 0.73% |
| 2017-12-27 | $0.3600 | 0.75% |
| 2018-03-14 | $0.3800 | 0.87% |
| 2018-06-14 | $0.3800 | 0.89% |
| 2018-09-13 | $0.3800 | 0.78% |
| 2018-12-27 | $0.3800 | 0.77% |
| 2019-03-14 | $0.4050 | 0.71% |
| 2019-06-13 | $0.4050 | 0.68% |
| 2019-09-12 | $0.4050 | 0.64% |
| 2019-12-24 | $0.4050 | 0.64% |
| 2020-03-12 | $0.4300 | 0.64% |
| 2020-06-12 | $0.4300 | 0.66% |
| 2020-09-14 | $0.4300 | 0.62% |
| 2020-12-22 | $0.4300 | 0.66% |
| 2021-03-12 | $0.4580 | 0.74% |
| 2021-06-14 | $0.4580 | 0.66% |
| 2021-09-14 | $0.4580 | 0.68% |
| 2021-12-21 | $0.4580 | 0.68% |
| 2022-03-14 | $0.4880 | 0.69% |
| 2022-06-14 | $0.4880 | 0.71% |
| 2022-09-14 | $0.4880 | 0.65% |
| 2022-12-28 | $0.4880 | 0.68% |
| 2023-03-14 | $0.5200 | 0.80% |
| 2023-06-14 | $0.5200 | 0.82% |
| 2023-09-14 | $0.5200 | 0.89% |
| 2023-12-27 | $0.5200 | 0.84% |
| 2024-03-14 | $0.5480 | 1.06% |
| 2024-06-14 | $0.5480 | 1.01% |
| 2024-09-13 | $0.5480 | 0.86% |
| 2025-01-06 | $0.5480 | 0.82% |
| 2025-03-14 | $0.5700 | 0.83% |
| 2025-06-13 | $0.5700 | 0.83% |
| 2025-09-15 | $0.5700 | 0.78% |
| 2025-12-29 | $0.5700 | 0.77% |
| 2026-03-13 | $0.5930 | 0.73% |
| Total | 165 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 | $64.22 | $12.84 | $0.10 | 0.7422 |
| 2021-09-14 | $64.56 | $12.91 | $0.10 | 0.7797 |
| 2021-12-21 | $64.91 | $12.98 | $0.10 | 0.7812 |
| 2022-03-14 | $69.55 | $13.91 | $0.11 | 0.7988 |
| 2022-06-14 | $69.94 | $13.99 | $0.11 | 0.8476 |
| 2022-09-14 | $70.35 | $14.07 | $0.11 | 0.7458 |
| 2022-12-28 | $70.72 | $14.14 | $0.11 | 0.8000 |
| 2023-03-14 | $75.77 | $15.15 | $0.12 | 0.9244 |
| 2023-06-14 | $76.25 | $15.25 | $0.12 | 0.9742 |
| 2023-09-14 | $76.76 | $15.35 | $0.12 | 1.0443 |
| 2023-12-27 | $77.30 | $15.46 | $0.12 | 1.0028 |
| 2024-03-14 | $82.01 | $16.40 | $0.13 | 1.2621 |
| 2024-06-14 | $82.70 | $16.54 | $0.13 | 1.2280 |
| 2024-09-13 | $83.38 | $16.68 | $0.13 | 1.0427 |
| 2025-01-06 | $83.95 | $16.79 | $0.13 | 1.0289 |
| 2025-03-14 | $87.90 | $17.58 | $0.14 | 1.0062 |
| 2025-06-13 | $88.48 | $17.70 | $0.14 | 1.0447 |
| 2025-09-15 | $89.07 | $17.81 | $0.14 | 0.9735 |
| 2025-12-29 | $89.63 | $17.93 | $0.14 | 0.9654 |
| 2026-03-13 | $93.82 | $18.76 | $0.15 | 0.9145 |
| Total | $1561.24 | $312.25 | $2.50 | 18.9071 |
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.