Xcel Energy Inc (XEL)

Basic Info 55.79 0.23(0.41%)
May 15

Xcel Energy Inc started on 02/21/1973

Xcel Energy Inc (XEL) Dividend Info

Xcel Energy Inc (XEL) dividend growth in the last 12 months is 5.90%

The trailing 12-month yield of Xcel Energy Inc is 3.04%. its dividend history:

DateDividend
03/14/2024 0.5475
12/27/2023 0.52
09/14/2023 0.52
06/14/2023 0.52
03/14/2023 0.52
12/28/2022 0.49
09/14/2022 0.49
06/14/2022 0.49
03/14/2022 0.49
12/21/2021 0.46
09/14/2021 0.46
06/14/2021 0.46
03/12/2021 0.458
12/22/2020 0.43
09/14/2020 0.43
06/12/2020 0.43
03/12/2020 0.43
12/24/2019 0.405
09/12/2019 0.405
06/13/2019 0.405
03/14/2019 0.405
12/27/2018 0.38
09/13/2018 0.38
06/14/2018 0.38
03/14/2018 0.38
12/27/2017 0.36
09/14/2017 0.36
06/13/2017 0.36
03/13/2017 0.36
12/22/2016 0.34
09/13/2016 0.34
06/14/2016 0.34
03/11/2016 0.34
12/22/2015 0.32
09/15/2015 0.32
06/16/2015 0.32
03/13/2015 0.32
12/23/2014 0.3
09/16/2014 0.3
06/17/2014 0.3
03/18/2014 0.3
12/24/2013 0.28
12/23/2013 0.28
09/17/2013 0.28
06/18/2013 0.28
03/19/2013 0.27
12/24/2012 0.27
09/18/2012 0.27
06/19/2012 0.27
03/20/2012 0.26
12/22/2011 0.26
09/20/2011 0.26
06/21/2011 0.26
03/22/2011 0.253
12/21/2010 0.253
09/21/2010 0.253
06/22/2010 0.253
03/23/2010 0.245
12/22/2009 0.245
09/22/2009 0.245
06/23/2009 0.245
03/24/2009 0.238
12/24/2008 0.238
09/23/2008 0.238
06/24/2008 0.238
03/25/2008 0.23
12/24/2007 0.23
09/25/2007 0.23
06/26/2007 0.23
03/27/2007 0.223
12/26/2006 0.223
09/26/2006 0.223
06/27/2006 0.223
03/28/2006 0.215
12/29/2005 0.215
09/27/2005 0.215
06/28/2005 0.215
03/29/2005 0.208
12/30/2004 0.208
09/29/2004 0.208
06/30/2004 0.208
03/31/2004 0.188
12/30/2003 0.188
12/11/2003 0.188
07/02/2003 0.188
06/05/2003 0.188
12/31/2002 0.188
10/03/2002 0.188
07/03/2002 0.375
04/04/2002 0.375
12/28/2001 0.375
09/28/2001 0.375
07/05/2001 0.375
03/29/2001 0.375
12/28/2000 0.375
10/04/2000 0.218
08/21/2000 0.159
07/11/2000 0.368
04/11/2000 0.363
12/31/1999 0.363

Dividend Growth History for Xcel Energy Inc (XEL)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $2.08 2.97% 6.12% -
2022 $1.96 2.88% 6.64% 6.12%
2021 $1.838 2.80% 6.86% 6.38%
2020 $1.72 2.76% 6.17% 6.54%
2019 $1.62 3.36% 6.58% 6.45%
2018 $1.52 3.18% 5.56% 6.47%
2017 $1.44 3.55% 5.88% 6.32%
2016 $1.36 3.81% 6.25% 6.26%
2015 $1.28 3.54% 6.67% 6.26%
2014 $1.2 4.36% -13.67% 6.30%
2013 $1.39 5.08% 29.91% 4.11%
2012 $1.07 3.91% 3.58% 6.23%
2011 $1.033 4.38% 2.89% 6.01%
2010 $1.004 4.76% 3.19% 5.76%
2009 $0.973 5.16% 3.07% 5.58%
2008 $0.944 4.26% 3.40% 5.41%
2007 $0.913 3.90% 3.28% 5.28%
2006 $0.884 4.76% 3.63% 5.16%
2005 $0.853 4.73% 5.05% 5.08%
2004 $0.812 4.78% 7.98% 5.08%
2003 $0.752 6.63% -33.21% 5.22%
2002 $1.126 3.99% -24.93% 2.97%
2001 $1.5 5.30% 1.15% 1.50%
2000 $1.483 7.81% 308.54% 1.48%
1999 $0.363 1.32% - 7.54%

Dividend Growth Chart for Xcel Energy Inc (XEL)

Xcel Energy Inc (XEL) Historical Returns And Risk Info

From 02/21/1973 to 05/15/2024, the compound annualized total return (dividend reinvested) of Xcel Energy Inc (XEL) is 6.172%. Its cumulative total return (dividend reinvested) is 2,055.382%.

From 02/21/1973 to 05/15/2024, the Maximum Drawdown of Xcel Energy Inc (XEL) is 80.6%.

From 02/21/1973 to 05/15/2024, the Sharpe Ratio of Xcel Energy Inc (XEL) is 0.14.

From 02/21/1973 to 05/15/2024, the Annualized Standard Deviation of Xcel Energy Inc (XEL) is 22.8%.

From 02/21/1973 to 05/15/2024, the Beta of Xcel Energy Inc (XEL) is 0.54.

Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Since
02/21/1973		 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990 1989 1988 1987 1986 1985 1984 1983 1982 1981 1980 1979 1978 1977 1976 1975 1974 1973
Annualized Return(%) 2.2 -9.5 -17.0 -5.7 2.3 9.5 12.1 10.7 6.2 -8.7 6.5 4.4 7.8 32.4 5.8 21.9 17.1 3.8 33.5 9.9 0.5 22.3 16.1 20.3 -13.8 2.0 30.5 6.2 12.2 61.7 -57.2 0.7 58.5 -28.4 -4.7 27.0 -6.6 11.6 2.0 -0.3 0.6 26.5 -14.5 21.4 10.5 -14.1 30.2 26.9 9.9 26.7 24.4 12.2 -3.9 -4.8 -16.8 -4.2 11.8 64.8 -36.6 -12.9
Sharpe Ratio NA -1.0 -0.93 -0.37 0.03 0.39 NA NA 0.14 -0.66 0.22 0.23 0.19 2.17 0.25 1.96 0.96 0.2 2.24 0.71 0.04 1.27 1.06 1.07 -0.46 -0.05 1.99 0.27 0.79 2.57 -0.66 -0.07 1.9 -1.5 -0.4 1.55 -0.69 0.6 -0.06 -0.2 -0.17 1.73 -0.95 1.03 0.33 -0.59 1.11 1.44 0.21 1.46 0.95 0.12 -0.56 -0.76 -1.36 -0.52 0.51 2.59 -1.7 -1.16
Draw Down(%) NA 24.0 28.3 34.4 34.4 34.4 NA NA 80.6 22.5 24.7 14.2 29.3 8.4 11.8 7.7 14.3 14.6 8.0 13.4 11.2 12.7 9.0 14.9 25.8 19.9 7.2 9.0 13.2 16.0 79.2 17.7 20.5 28.6 14.1 9.0 15.4 10.0 11.4 14.1 10.2 7.6 28.7 9.9 11.7 28.8 18.2 12.6 10.5 8.8 11.6 14.6 21.6 16.2 17.3 11.2 16.4 17.7 41.0 24.6
Standard Deviation(%) NA 27.6 22.4 21.4 25.4 21.4 NA NA 22.8 19.7 22.9 19.1 39.3 14.3 17.8 10.9 17.6 18.9 15.0 13.9 11.9 17.5 15.1 19.0 32.1 21.3 13.7 14.8 14.3 23.8 88.0 25.3 28.6 21.1 20.2 15.0 14.6 13.0 16.6 11.7 10.7 13.1 20.7 15.3 17.5 30.8 23.3 15.1 15.0 14.0 17.7 18.5 21.4 15.5 16.1 15.3 16.4 23.4 24.7 17.2
Treynor Ratio NA -9.15 -0.68 -0.18 0.01 0.15 NA NA 0.06 -0.25 0.11 0.12 0.09 1.53 0.28 2.23 0.65 0.06 0.72 0.13 0.01 0.38 0.26 0.52 -0.24 -0.01 0.48 0.05 0.19 1.03 -0.66 -0.06 3.82 -0.89 -0.27 0.52 -0.14 0.12 -0.01 -0.04 -0.04 0.58 -0.28 0.2 0.08 -0.29 0.38 0.66 0.09 0.99 0.47 0.06 -0.39 -0.09 0.0 0.0 0.0 0.0 0.0 0.0
Alpha NA -0.11 -0.11 -0.04 -0.02 0.01 NA NA 0.01 -0.09 0.07 -0.01 -0.02 0.09 0.03 0.07 0.06 0.02 0.09 -0.05 -0.02 0.08 0.03 0.04 0.05 -0.01 0.07 0.01 0.02 0.14 -0.11 0.02 0.19 -0.16 -0.05 0.04 -0.09 -0.04 0.01 -0.03 -0.02 0.04 -0.05 -0.01 0.0 -0.07 0.08 0.06 0.02 0.06 0.05 0.04 -0.06 0.01 NA NA NA NA NA NA
Beta NA 0.03 0.31 0.45 0.65 0.56 NA NA 0.54 0.52 0.48 0.38 0.85 0.2 0.16 0.1 0.26 0.61 0.47 0.77 0.37 0.58 0.62 0.39 0.61 0.93 0.57 0.81 0.59 0.59 0.88 0.28 0.14 0.36 0.3 0.45 0.69 0.65 0.9 0.64 0.46 0.39 0.71 0.8 0.7 0.61 0.67 0.33 0.36 0.21 0.36 0.35 0.31 1.34 NA NA NA NA NA NA
RSquare NA 0.0 0.03 0.14 0.3 0.22 NA NA 0.16 0.12 0.26 0.07 0.56 0.03 0.02 0.0 0.04 0.25 0.13 0.37 0.16 0.6 0.55 0.32 0.61 0.49 0.17 0.32 0.21 0.18 0.08 0.06 0.01 0.09 0.09 0.3 0.31 0.15 0.29 0.23 0.18 0.19 0.31 0.47 0.47 0.42 0.23 0.06 0.09 0.04 0.13 0.08 0.06 0.04 0.0 0.0 0.0 0.0 0.0 0.0
Yield(%) N/A 0.9 3.1 2.8 3.3 5.3 8.4 8.4 N/A 3.0 2.9 2.8 2.8 3.3 3.2 3.5 3.8 3.5 4.4 5.1 3.9 4.4 4.7 5.1 4.3 3.9 4.7 4.8 4.8 6.7 4.0 5.4 7.8 1.3 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Dividend Growth(%) N/A -73.6 5.9 20.8 35.6 62.9 120.9 385.1 N/A 6.1 6.5 7.0 7.5 5.3 5.6 5.9 6.2 6.7 -13.7 29.9 3.9 4.0 3.1 1.1 4.4 3.4 1.1 6.1 7.9 -33.3 -25.0 2.0 313.9 N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A

Return Calculator for Xcel Energy Inc (XEL)

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Xcel Energy Inc (XEL) Historical Return Chart

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Xcel Energy Inc (XEL) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 02/21/1973 to 05/15/2024, the worst annualized return of 3-year rolling returns for Xcel Energy Inc (XEL) is -30.04%.
From 02/21/1973 to 05/15/2024, the worst annualized return of 5-year rolling returns for Xcel Energy Inc (XEL) is -19.08%.
From 02/21/1973 to 05/15/2024, the worst annualized return of 10-year rolling returns for Xcel Energy Inc (XEL) is -7.93%.
From 02/21/1973 to 05/15/2024, the worst annualized return of 20-year rolling returns for Xcel Energy Inc (XEL) is 1.69%.

Retirement Plan (401(k)) Info for Xcel Energy Inc (XEL)

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