Performance analysis of MGE Energy (MGEE)
Annual Return
Over the past 3 years, MGEE has had an average annual return of +2.25%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, MGEE has had an average annual return of +1.66%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, MGEE has had an average annual return of +5.69%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 1, 1999, MGEE has had an average annual return of +10.13%, outperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -5.23% | -14.74% | +32.77% | +5.11% | -12.58% | +19.92% | -9.28% | +34.05% | -2.88% | -1.48% | +43.90% | +4.65% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +21.86% | +16.68% | +13.46% | +13.41% | +24.56% | +13.24% | -2.97% | +1.03% | +12.48% | -2.20% | +19.54% | +22.80% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +6.32% | +23.48% | +20.17% | -2.46% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.86% | +3.27% | -5.77% | +3.79% | -5.88% | -2.13% | -5.23% | ||||||
| 2025 | -4.37% | +2.65% | +1.29% | -2.73% | +0.39% | -2.08% | -3.96% | +0.81% | -1.14% | -1.56% | -0.06% | -4.75% | -14.74% |
| 2024 | -10.81% | -1.35% | +24.58% | -0.51% | +2.86% | -6.75% | +17.56% | -0.78% | +5.47% | -1.05% | +15.74% | -9.90% | +32.77% |
| 2023 | +3.85% | -2.63% | +9.73% | -1.36% | -5.80% | +10.24% | +1.43% | -9.20% | -5.41% | +4.55% | +3.56% | -1.95% | +5.11% |
| 2022 | -5.86% | -6.49% | +10.79% | -2.41% | +2.42% | -1.94% | +4.56% | -4.86% | -14.79% | +3.75% | +6.36% | -2.24% | -12.58% |
| 2021 | -9.07% | +0.61% | +12.07% | +4.79% | +0.78% | -0.77% | +4.94% | +3.59% | -8.74% | +3.25% | -3.84% | +13.31% | +19.92% |
| 2020 | +1.41% | -10.33% | -8.23% | -1.24% | +5.54% | -4.98% | +2.82% | -1.46% | -3.59% | +3.77% | +6.18% | +1.98% | -9.28% |
| 2019 | +7.26% | -0.08% | +6.34% | -0.26% | -1.78% | +10.33% | +1.46% | +2.77% | +5.30% | -3.54% | +1.08% | +1.68% | +34.05% |
| 2018 | -5.23% | -11.67% | +6.86% | +3.48% | +3.31% | +5.70% | +1.51% | +2.79% | -2.44% | -2.15% | +6.33% | -9.28% | -2.88% |
| 2017 | -2.53% | +0.95% | +1.64% | -1.08% | +1.72% | -1.15% | +3.42% | -3.95% | +1.57% | +2.24% | +0.41% | -4.39% | -1.48% |
Drawdown analysis of MGE Energy (MGEE)
The maximum drawdown for the MGEE was -33.91%, occurring on Mar 12, 2020. Recovery took 353 trading sessions.
The current MGEE drawdown is -29.50%.
Since Nov 1, 1999 MGEE has experienced the following drawdowns:
- 30% or more: 2 times
- 20% or more: 7 times
- 10% or more: 27 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.91% | Feb 18, 2020 | 17 | Mar 12, 2020 | 353 | Aug 5, 2021 | 370 |
| -30.88% | Nov 13, 2024 | 334 | Mar 18, 2026 | Ongoing | Ongoing | Ongoing |
| -27.23% | Aug 19, 2022 | 37 | Oct 12, 2022 | 440 | Jul 16, 2024 | 477 |
| -22.12% | Jun 15, 2017 | 177 | Feb 28, 2018 | 132 | Sep 6, 2018 | 309 |
| -21.77% | Dec 29, 2014 | 165 | Aug 25, 2015 | 86 | Dec 28, 2015 | 251 |
| -21.67% | Nov 3, 2008 | 83 | Mar 5, 2009 | 91 | Jul 15, 2009 | 174 |
| -21.53% | Jul 11, 2005 | 212 | May 12, 2006 | 153 | Dec 19, 2006 | 365 |
| -19.50% | Apr 25, 2007 | 70 | Aug 3, 2007 | 81 | Nov 28, 2007 | 151 |
| -18.33% | Dec 26, 2007 | 48 | Mar 6, 2008 | 142 | Sep 26, 2008 | 190 |
| -16.94% | Jun 29, 2001 | 25 | Aug 6, 2001 | 89 | Dec 17, 2001 | 114 |
| -16.58% | Nov 3, 1999 | 91 | Mar 15, 2000 | 55 | Jun 2, 2000 | 146 |
| -16.31% | Jul 7, 2003 | 23 | Aug 7, 2003 | 321 | Nov 15, 2004 | 344 |
| -15.86% | Jul 18, 2013 | 34 | Sep 5, 2013 | 123 | Mar 4, 2014 | 157 |
| -15.14% | Aug 26, 2002 | 17 | Sep 19, 2002 | 79 | Jan 13, 2003 | 96 |
| -14.90% | Oct 1, 2008 | 6 | Oct 9, 2008 | 17 | Nov 3, 2008 | 23 |
| -14.70% | Dec 12, 2018 | 10 | Dec 27, 2018 | 61 | Mar 27, 2019 | 71 |
| -14.64% | Feb 14, 2005 | 45 | Apr 20, 2005 | 29 | Jun 1, 2005 | 74 |
| -14.49% | Dec 31, 2021 | 40 | Mar 1, 2022 | 25 | Apr 5, 2022 | 65 |
| -14.40% | Jun 21, 2000 | 13 | Jul 11, 2000 | 49 | Sep 19, 2000 | 62 |
| -13.85% | Jan 14, 2003 | 37 | Mar 10, 2003 | 47 | May 15, 2003 | 84 |
| -13.75% | Sep 17, 2009 | 98 | Feb 8, 2010 | 52 | Apr 23, 2010 | 150 |
| -13.74% | Mar 21, 2002 | 85 | Jul 23, 2002 | 24 | Aug 26, 2002 | 109 |
| -11.41% | Sep 24, 2012 | 36 | Nov 15, 2012 | 66 | Feb 22, 2013 | 102 |
| -11.35% | Apr 6, 2022 | 50 | Jun 17, 2022 | 38 | Aug 12, 2022 | 88 |
| -11.07% | Aug 20, 2021 | 70 | Nov 30, 2021 | 22 | Dec 31, 2021 | 92 |