Pathward Financial, Inc. (CASH) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
Loading chart…
Investment Performance
Final Value
$21,745
Total Return
117.45%
CAGR
16.81%
Dividends
$222.89
Yield on Cost
2.23%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.57% |
| Median | +0.83% |
| Best | +28.28% |
| Worst | -25.10% |
| % of Windows Positive | 53.0% |
1-Year (252 Trading Days)
| Average | +13.99% |
| Median | +16.60% |
| Best | +72.04% |
| Worst | -40.69% |
| % of Windows Positive | 67.7% |
3-Year (756 Trading Days)
| Average | +60.87% |
| Median | +45.37% |
| Best | +138.35% |
| Worst | -0.71% |
| % of Windows Positive | 99.8% |
Risk Metrics
| Maximum Drawdown | -50.89% |
| Average Drawdown | -17.46% |
| Drawdown Duration | 672 Trading Days |
| Sortino Ratio | 0.91 |
| Calmar Ratio | 0.33 |
| CVaR (5%) | -4.58% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +36.53% (+198.45% ann.) | +$3652.54 | $7.04 | $1.41 | $0.01 |
| 2025 | -3.30% | $329.78 | $27.20 | $5.44 | $0.04 |
| 2024 | +39.38% | +$3937.87 | $37.83 | $7.57 | $0.06 |
| 2023 | +23.35% | +$2334.70 | $46.52 | $9.30 | $0.07 |
| 2022 | -27.56% | $2755.91 | $33.57 | $6.71 | $0.05 |
| 2021 | +63.69% | +$6368.66 | $54.77 | $10.95 | $0.09 |
| 2020 | +0.81% | +$81.47 | $54.92 | $10.98 | $0.09 |
| 2019 | +89.40% | +$8940.26 | $103.41 | $20.68 | $0.16 |
| 2018 | -36.89% | $3689.25 | $60.54 | $12.11 | $0.10 |
| 2017 | -9.50% | $949.67 | $50.63 | $10.13 | $0.08 |
| 2016 | +125.68% | +$12568.04 | $113.59 | $22.72 | $0.18 |
| 2015 | +32.41% | +$3240.99 | $149.00 | $29.80 | $0.24 |
| 2014 | -12.17% | $1217.26 | $129.43 | $25.88 | $0.21 |
| 2013 | +79.33% | +$7933.46 | $229.39 | $45.88 | $0.37 |
| 2012 | +39.52% | +$3951.61 | $314.59 | $62.92 | $0.51 |
| 2011 | +23.93% | +$2392.96 | $380.87 | $76.18 | $0.61 |
| 2010 | -32.81% | $3281.10 | $250.31 | $50.06 | $0.40 |
| 2009 | +139.07% | +$13907.50 | $586.29 | $117.26 | $0.94 |
| 2008 | -77.55% | $7755.30 | $127.23 | $25.45 | $0.20 |
| 2007 | +39.73% | +$3973.12 | $175.30 | $35.06 | $0.28 |
| 2006 | +49.75% | +$4974.56 | $258.55 | $51.71 | $0.41 |
| 2005 | -10.96% | $1096.17 | $225.77 | $45.15 | $0.36 |
| 2004 | +9.38% | +$937.99 | $242.37 | $48.48 | $0.39 |
| 2003 | +38.81% | +$3880.90 | $329.94 | $65.99 | $0.53 |
| 2002 | +21.06% | +$2106.08 | $389.00 | $77.80 | $0.62 |
| 2001 | +28.04% | +$2804.01 | $600.93 | $120.18 | $0.96 |
| 2000 | +2.00% | +$199.71 | $469.48 | $93.89 | $0.75 |
| 1999 | -22.71% | $2271.40 | $350.35 | $70.07 | $0.56 |
| 1998 | -31.96% | $3196.48 | $219.24 | $43.85 | $0.36 |
| 1997 | +49.24% | +$4924.48 | $256.11 | $51.22 | $0.40 |
| 1996 | -0.56% | $56.20 | $199.09 | $39.82 | $0.31 |
| 1995 | +64.37% | +$6437.44 | $232.41 | $46.48 | $0.36 |
| 1994 | -1.29% | $128.89 | $50.85 | $10.17 | $0.08 |
| 1993 partial | +0.00% (+0.00% ann.) | +$0.00 | $0.00 | $0.00 | $0.00 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | -1.08% | -0.24% | $108.45 | $1570.19 | $314.05 | $2.51 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +50.39% | +17.18% | +$5038.51 | $1569.62 | $313.91 | $2.51 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +217.07% | +25.98% | +$21706.75 | $1925.17 | $385.04 | $3.08 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -79.82% | -67.79% | $7982.11 | $160.92 | $32.19 | $0.26 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +270.19% | +47.36% | +$27019.04 | $2879.11 | $575.82 | $4.60 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +459.36% | +25.55% | +$45935.53 | $1840.73 | $368.14 | $2.94 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -49.43% | -99.96% | $4943.11 | $12.66 | $2.53 | $0.02 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +45.16% | +82.15% | +$4516.44 | $49.41 | $9.88 | $0.08 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +87.68% | +81.71% | +$8767.83 | $60.79 | $12.16 | $0.10 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -29.98% | -31.50% | $2997.87 | $33.50 | $6.70 | $0.05 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +55.66% | +26.96% | +$5565.98 | $91.41 | $18.28 | $0.15 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +43.39% | +25.83% | +$4339.00 | $44.32 | $8.86 | $0.07 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1994-12-09 | $0.0167 | 0.52% |
| 1995-03-09 | $0.0167 | 0.48% |
| 1995-06-13 | $0.0167 | 0.44% |
| 1995-09-13 | $0.0167 | 0.36% |
| 1995-12-13 | $0.0244 | 0.48% |
| 1996-03-13 | $0.0244 | 0.49% |
| 1996-06-12 | $0.0244 | 0.46% |
| 1996-09-12 | $0.0244 | 0.47% |
| 1996-12-12 | $0.0300 | 0.55% |
| 1997-03-12 | $0.0300 | 0.54% |
| 1997-06-12 | $0.0300 | 0.56% |
| 1997-09-11 | $0.0300 | 0.45% |
| 1997-12-11 | $0.0400 | 0.55% |
| 1998-03-12 | $0.0400 | 0.52% |
| 1998-06-11 | $0.0400 | 0.51% |
| 1998-09-11 | $0.0400 | 0.68% |
| 1998-12-11 | $0.0433 | 0.84% |
| 1999-03-11 | $0.0433 | 0.89% |
| 1999-06-11 | $0.0433 | 0.88% |
| 1999-09-13 | $0.0433 | 0.93% |
| 1999-12-13 | $0.0433 | 1.13% |
| 2000-03-13 | $0.0433 | 1.18% |
| 2000-06-13 | $0.0433 | 1.33% |
| 2000-09-13 | $0.0433 | 1.28% |
| 2000-12-13 | $0.0433 | 1.37% |
| 2001-03-13 | $0.0433 | 1.07% |
| 2001-06-13 | $0.0433 | 1.05% |
| 2001-09-12 | $0.0433 | 0.97% |
| 2001-09-17 | $0.0433 | 0.97% |
| 2001-12-12 | $0.0433 | 0.93% |
| 2002-03-13 | $0.0433 | 0.94% |
| 2002-06-12 | $0.0433 | 0.93% |
| 2002-09-11 | $0.0433 | 0.91% |
| 2002-12-11 | $0.0433 | 0.81% |
| 2003-03-12 | $0.0433 | 0.79% |
| 2003-06-11 | $0.0433 | 0.71% |
| 2003-09-11 | $0.0433 | 0.61% |
| 2003-12-11 | $0.0433 | 0.60% |
| 2004-03-11 | $0.0433 | 0.57% |
| 2004-06-14 | $0.0433 | 0.55% |
| 2004-09-13 | $0.0433 | 0.60% |
| 2004-12-13 | $0.0433 | 0.57% |
| 2005-03-11 | $0.0433 | 0.57% |
| 2005-06-13 | $0.0433 | 0.62% |
| 2005-09-13 | $0.0433 | 0.70% |
| 2005-12-13 | $0.0433 | 0.61% |
| 2006-03-13 | $0.0433 | 0.62% |
| 2006-06-13 | $0.0433 | 0.57% |
| 2006-09-13 | $0.0433 | 0.55% |
| 2006-12-13 | $0.0433 | 0.48% |
| 2007-03-13 | $0.0433 | 0.42% |
| 2007-06-13 | $0.0433 | 0.34% |
| 2007-09-13 | $0.0433 | 0.33% |
| 2007-12-13 | $0.0433 | 0.33% |
| 2008-03-13 | $0.0433 | 0.62% |
| 2008-06-12 | $0.0433 | 0.52% |
| 2008-09-11 | $0.0433 | 0.72% |
| 2008-12-11 | $0.0433 | 1.93% |
| 2009-03-12 | $0.0433 | 1.87% |
| 2009-06-11 | $0.0433 | 0.66% |
| 2009-09-10 | $0.0433 | 0.55% |
| 2009-12-10 | $0.0433 | 0.58% |
| 2010-03-11 | $0.0433 | 0.60% |
| 2010-06-10 | $0.0433 | 0.45% |
| 2010-09-09 | $0.0433 | 0.38% |
| 2010-12-09 | $0.0433 | 0.93% |
| 2011-03-10 | $0.0433 | 0.73% |
| 2011-06-09 | $0.0433 | 0.88% |
| 2011-09-08 | $0.0433 | 0.70% |
| 2011-12-08 | $0.0433 | 0.87% |
| 2012-03-08 | $0.0433 | 0.61% |
| 2012-06-07 | $0.0433 | 0.61% |
| 2012-09-06 | $0.0433 | 0.56% |
| 2012-12-13 | $0.0433 | 0.55% |
| 2013-03-08 | $0.0433 | 0.52% |
| 2013-06-07 | $0.0433 | 0.48% |
| 2013-09-06 | $0.0433 | 0.39% |
| 2013-12-06 | $0.0433 | 0.35% |
| 2014-03-06 | $0.0433 | 0.29% |
| 2014-06-05 | $0.0433 | 0.36% |
| 2014-09-04 | $0.0433 | 0.35% |
| 2014-12-04 | $0.0433 | 0.38% |
| 2015-03-05 | $0.0433 | 0.36% |
| 2015-06-04 | $0.0433 | 0.32% |
| 2015-09-02 | $0.0433 | 0.31% |
| 2015-12-04 | $0.0433 | 0.29% |
| 2016-03-04 | $0.0433 | 0.31% |
| 2016-06-03 | $0.0433 | 0.25% |
| 2016-09-01 | $0.0433 | 0.21% |
| 2016-12-06 | $0.0433 | 0.14% |
| 2017-03-03 | $0.0433 | 0.15% |
| 2017-06-05 | $0.0433 | 0.15% |
| 2017-09-07 | $0.0433 | 0.20% |
| 2017-12-07 | $0.0433 | 0.14% |
| 2018-03-09 | $0.0433 | 0.12% |
| 2018-06-08 | $0.0433 | 0.12% |
| 2018-09-06 | $0.0500 | 0.17% |
| 2018-12-10 | $0.0500 | 0.24% |
| 2019-03-08 | $0.0500 | 0.25% |
| 2019-06-07 | $0.0500 | 0.18% |
| 2019-09-09 | $0.0500 | 0.16% |
| 2019-12-09 | $0.0500 | 0.14% |
| 2020-03-09 | $0.0500 | 0.16% |
| 2020-06-09 | $0.0500 | 0.23% |
| 2020-09-09 | $0.0500 | 0.27% |
| 2020-12-09 | $0.0500 | 0.14% |
| 2021-03-09 | $0.0500 | 0.11% |
| 2021-06-09 | $0.0500 | 0.09% |
| 2021-09-08 | $0.0500 | 0.10% |
| 2021-12-08 | $0.0500 | 0.09% |
| 2022-03-09 | $0.0500 | 0.10% |
| 2022-06-08 | $0.0500 | 0.12% |
| 2022-09-07 | $0.0500 | 0.16% |
| 2022-12-07 | $0.0500 | 0.12% |
| 2023-03-10 | $0.0500 | 0.11% |
| 2023-06-07 | $0.0500 | 0.10% |
| 2023-09-11 | $0.0500 | 0.10% |
| 2023-12-11 | $0.0500 | 0.10% |
| 2024-03-11 | $0.0500 | 0.10% |
| 2024-06-11 | $0.0500 | 0.09% |
| 2024-09-10 | $0.0500 | 0.07% |
| 2024-12-10 | $0.0500 | 0.06% |
| 2025-03-13 | $0.0500 | 0.07% |
| 2025-06-13 | $0.0500 | 0.07% |
| 2025-09-10 | $0.0500 | 0.07% |
| 2025-12-10 | $0.0500 | 0.07% |
| 2026-03-12 | $0.0500 | 0.06% |
| Total | 127 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-06-09 | $11.06 | $2.21 | $0.02 | 0.1644 |
| 2021-09-08 | $11.07 | $2.21 | $0.02 | 0.1769 |
| 2021-12-08 | $11.08 | $2.22 | $0.02 | 0.1492 |
| 2022-03-09 | $11.08 | $2.22 | $0.02 | 0.1721 |
| 2022-06-08 | $11.09 | $2.22 | $0.02 | 0.2145 |
| 2022-09-07 | $11.10 | $2.22 | $0.02 | 0.2703 |
| 2022-12-07 | $11.12 | $2.22 | $0.02 | 0.2092 |
| 2023-03-10 | $11.13 | $2.23 | $0.02 | 0.1925 |
| 2023-06-07 | $11.14 | $2.23 | $0.02 | 0.1752 |
| 2023-09-11 | $11.15 | $2.23 | $0.02 | 0.1817 |
| 2023-12-11 | $11.15 | $2.23 | $0.02 | 0.1690 |
| 2024-03-11 | $11.16 | $2.23 | $0.02 | 0.1754 |
| 2024-06-11 | $11.17 | $2.23 | $0.02 | 0.1669 |
| 2024-09-10 | $11.18 | $2.24 | $0.02 | 0.1352 |
| 2024-12-10 | $11.19 | $2.24 | $0.02 | 0.1084 |
| 2025-03-13 | $11.19 | $2.24 | $0.02 | 0.1278 |
| 2025-06-13 | $11.20 | $2.24 | $0.02 | 0.1202 |
| 2025-09-10 | $11.21 | $2.24 | $0.02 | 0.1170 |
| 2025-12-10 | $11.21 | $2.24 | $0.02 | 0.1189 |
| 2026-03-12 | $11.22 | $2.24 | $0.02 | 0.0997 |
| Total | $222.89 | $44.58 | $0.36 | 3.2447 |
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.