Evolution Petroleum Corporation (EPM)

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Evolution Petroleum Corporation (EPM) is up 25.8% since the beginning of the year. At $4 per share, EPM is trading 23.9% below its 52-week high of $6. Investors who bought $1,000 worth of EPM shares 5 years ago would now be looking at an investment worth $1,448.

Evolution Petroleum Corporation (EPM) has returned 25.82% so far this year and 2.26% over the past 12 months. Over the last ten years, EPM has returned 3.89% per year, falling short of the S&P 500 Index benchmark, which averaged 13.66% annually.

Based on dividend-adjusted daily data since Jan 13, 1997, EPM's average daily return is +0.36%, while the average monthly return is +2.91%. At this rate, an investment would double in approximately 2.0 years.

Historically, 49% of months were positive and 51% were negative. The best month was Mar 2003 with a return of +200.0%, while the worst month was Apr 2002 at -96.8%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 8 months.

On a daily basis, EPM closed higher 39% of trading days. The best single day was May 10, 2002 with a return of +200.0%, while the worst single day was Dec 24, 1998 at -60.0%.

Evolution Petroleum Corporation has an annualized alpha of 130.50%, beta of 0.68, and R2 of 0.01 versus S&P 500 Index. Calculated based on daily prices since January 14, 1997.

• This stock participated in 169.03% of S&P 500 Index downside but only 59.28% of its upside - more exposed to losses than it benefited from rallies.
• Beta of 0.68 may look defensive, but with R2 of 0.01 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R2 of 0.01 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

EPM ranks 41 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for Evolution Petroleum Corporation (EPM) and compare them to S&P 500 Index.

Evolution Petroleum Corporation provided a 11.06% dividend yield over the last twelve months, with an annual payout of $0.48 per share. The company has been increasing its dividends for 5 consecutive years.

The table displays the monthly dividend distributions for Evolution Petroleum Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Evolution Petroleum Corporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Evolution Petroleum Corporation was 99.99%, occurring on Feb 28, 2003. The portfolio has not yet recovered.

The current Evolution Petroleum Corporation drawdown is 99.85%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Evolution Petroleum Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Evolution Petroleum Corporation is priced in the market compared to other companies in the Oil & Gas E&P industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.