Intuit Inc. (INTU) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$9,161
Total Return
-8.39%
CAGR
-1.74%
Dividends
$438.30
Yield on Cost
4.38%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.56% |
| Median | +0.62% |
| Best | +28.11% |
| Worst | -37.10% |
| % of Windows Positive | 52.5% |
1-Year (252 Trading Days)
| Average | +8.05% |
| Median | +6.90% |
| Best | +69.69% |
| Worst | -45.57% |
| % of Windows Positive | 60.7% |
3-Year (756 Trading Days)
| Average | +38.91% |
| Median | +31.96% |
| Best | +114.49% |
| Worst | -18.72% |
| % of Windows Positive | 93.2% |
Risk Metrics
| Maximum Drawdown | -56.29% |
| Average Drawdown | -20.21% |
| Drawdown Duration | 177 Trading Days (Unrecovered) |
| Sortino Ratio | 0.18 |
| Calmar Ratio | -0.03 |
| CVaR (5%) | -5.30% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -44.40% (-87.27% ann.) | $4439.84 | $36.26 | $7.25 | $0.06 |
| 2025 | +5.96% | +$596.36 | $68.88 | $13.78 | $0.11 |
| 2024 | +1.04% | +$103.66 | $59.94 | $11.99 | $0.10 |
| 2023 | +61.51% | +$6151.07 | $83.44 | $16.69 | $0.13 |
| 2022 | -39.19% | $3919.00 | $43.92 | $8.78 | $0.07 |
| 2021 | +70.07% | +$7006.97 | $64.62 | $12.92 | $0.10 |
| 2020 | +45.89% | +$4589.15 | $83.43 | $16.69 | $0.13 |
| 2019 | +33.90% | +$3389.96 | $98.80 | $19.76 | $0.16 |
| 2018 | +25.63% | +$2562.88 | $104.24 | $20.85 | $0.17 |
| 2017 | +38.89% | +$3889.03 | $123.46 | $24.69 | $0.20 |
| 2016 | +19.89% | +$1989.09 | $128.97 | $25.79 | $0.21 |
| 2015 | +5.60% | +$560.48 | $114.28 | $22.85 | $0.18 |
| 2014 | +21.80% | +$2179.62 | $107.79 | $21.56 | $0.17 |
| 2013 | +29.45% | +$2944.54 | $118.08 | $23.62 | $0.19 |
| 2012 | +14.07% | +$1407.12 | $118.28 | $23.66 | $0.19 |
| 2011 | +6.94% | +$694.39 | $30.43 | $6.09 | $0.05 |
| 2010 | +60.43% | +$6042.96 | $0.00 | $0.00 | $0.00 |
| 2009 | +29.17% | +$2917.19 | $0.00 | $0.00 | $0.00 |
| 2008 | -24.74% | $2473.90 | $0.00 | $0.00 | $0.00 |
| 2007 | +3.61% | +$360.54 | $0.00 | $0.00 | $0.00 |
| 2006 | +14.48% | +$1448.41 | $0.00 | $0.00 | $0.00 |
| 2005 | +21.11% | +$2110.88 | $0.00 | $0.00 | $0.00 |
| 2004 | -16.74% | $1674.23 | $0.00 | $0.00 | $0.00 |
| 2003 | +12.66% | +$1265.99 | $0.00 | $0.00 | $0.00 |
| 2002 | +9.68% | +$967.74 | $0.00 | $0.00 | $0.00 |
| 2001 | +8.48% | +$847.54 | $0.00 | $0.00 | $0.00 |
| 2000 | -34.20% | $3420.23 | $0.00 | $0.00 | $0.00 |
| 1999 | +148.02% | +$14801.72 | $0.00 | $0.00 | $0.00 |
| 1998 | +75.76% | +$7575.76 | $0.00 | $0.00 | $0.00 |
| 1997 | +30.95% | +$3095.24 | $0.00 | $0.00 | $0.00 |
| 1996 | -59.62% | $5961.54 | $0.00 | $0.00 | $0.00 |
| 1995 | +133.71% | +$13370.79 | $0.00 | $0.00 | $0.00 |
| 1994 | +56.60% | +$5659.82 | $0.00 | $0.00 | $0.00 |
| 1993 partial | +34.25% (+44.19% ann.) | +$3425.20 | $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 | +291.76% | +34.68% | +$29175.98 | $0.00 | $0.00 | $0.00 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | -14.21% | -5.78% | $1420.56 | $0.00 | $0.00 | $0.00 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +43.02% | +7.42% | +$4302.20 | $0.00 | $0.00 | $0.00 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -29.24% | -21.72% | $2924.35 | $0.00 | $0.00 | $0.00 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +133.41% | +28.54% | +$13341.19 | $246.47 | $49.29 | $0.39 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +466.87% | +25.77% | +$46687.18 | $1721.43 | $344.28 | $2.75 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -35.36% | -99.31% | $3536.05 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +51.33% | +94.76% | +$5132.71 | $70.68 | $14.14 | $0.11 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +93.72% | +87.26% | +$9372.27 | $68.15 | $13.63 | $0.11 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -43.22% | -45.17% | $4322.09 | $43.30 | $8.66 | $0.07 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +61.38% | +29.46% | +$6138.49 | $147.96 | $29.59 | $0.24 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | -41.43% | -28.89% | $4142.94 | $123.09 | $24.62 | $0.20 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2011-10-05 | $0.1500 | 0.32% |
| 2012-01-06 | $0.1500 | 0.29% |
| 2012-04-05 | $0.1500 | 0.25% |
| 2012-07-06 | $0.1500 | 0.25% |
| 2012-10-05 | $0.1700 | 0.28% |
| 2013-01-08 | $0.1700 | 0.27% |
| 2013-04-08 | $0.1700 | 0.26% |
| 2013-07-08 | $0.1700 | 0.27% |
| 2013-10-08 | $0.1900 | 0.29% |
| 2014-01-08 | $0.1900 | 0.25% |
| 2014-04-08 | $0.1900 | 0.25% |
| 2014-07-08 | $0.1900 | 0.23% |
| 2014-10-08 | $0.2500 | 0.30% |
| 2015-01-07 | $0.2500 | 0.28% |
| 2015-04-08 | $0.2500 | 0.26% |
| 2015-07-08 | $0.2500 | 0.24% |
| 2015-10-07 | $0.3000 | 0.33% |
| 2016-01-07 | $0.3000 | 0.31% |
| 2016-04-07 | $0.3000 | 0.29% |
| 2016-07-08 | $0.3000 | 0.26% |
| 2016-10-05 | $0.3400 | 0.31% |
| 2017-01-06 | $0.3400 | 0.29% |
| 2017-04-06 | $0.3400 | 0.29% |
| 2017-07-06 | $0.3400 | 0.26% |
| 2017-10-06 | $0.3900 | 0.27% |
| 2018-01-09 | $0.3900 | 0.24% |
| 2018-04-09 | $0.3900 | 0.23% |
| 2018-07-09 | $0.3900 | 0.19% |
| 2018-10-09 | $0.4700 | 0.22% |
| 2019-01-09 | $0.4700 | 0.23% |
| 2019-04-09 | $0.4700 | 0.18% |
| 2019-07-09 | $0.4700 | 0.17% |
| 2019-10-09 | $0.5300 | 0.20% |
| 2020-01-09 | $0.5300 | 0.19% |
| 2020-04-09 | $0.5300 | 0.22% |
| 2020-07-09 | $0.5300 | 0.17% |
| 2020-10-08 | $0.5900 | 0.18% |
| 2021-01-08 | $0.5900 | 0.16% |
| 2021-04-09 | $0.5900 | 0.14% |
| 2021-07-09 | $0.5900 | 0.12% |
| 2021-10-07 | $0.6800 | 0.13% |
| 2022-01-07 | $0.6800 | 0.12% |
| 2022-04-08 | $0.6800 | 0.14% |
| 2022-07-08 | $0.6800 | 0.17% |
| 2022-10-06 | $0.7800 | 0.19% |
| 2023-01-09 | $0.7800 | 0.20% |
| 2023-04-06 | $0.7800 | 0.18% |
| 2023-07-07 | $0.7800 | 0.17% |
| 2023-10-05 | $0.9000 | 0.17% |
| 2024-01-09 | $0.9000 | 0.15% |
| 2024-04-09 | $0.9000 | 0.14% |
| 2024-07-10 | $0.9000 | 0.14% |
| 2024-10-10 | $1.0400 | 0.17% |
| 2025-01-10 | $1.0400 | 0.17% |
| 2025-04-10 | $1.0400 | 0.17% |
| 2025-07-10 | $1.0400 | 0.14% |
| 2025-10-09 | $1.2000 | 0.18% |
| 2026-01-09 | $1.2000 | 0.18% |
| 2026-04-09 | $1.2000 | 0.31% |
| Total | 59 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 |
|---|---|---|---|---|
| 2021-07-09 | $14.35 | $2.87 | $0.02 | 0.0227 |
| 2021-10-07 | $16.55 | $3.31 | $0.03 | 0.0246 |
| 2022-01-07 | $16.57 | $3.31 | $0.03 | 0.0233 |
| 2022-04-08 | $16.58 | $3.32 | $0.03 | 0.0274 |
| 2022-07-08 | $16.60 | $3.32 | $0.03 | 0.0326 |
| 2022-10-06 | $19.07 | $3.81 | $0.03 | 0.0370 |
| 2023-01-09 | $19.10 | $3.82 | $0.03 | 0.0386 |
| 2023-04-06 | $19.13 | $3.83 | $0.03 | 0.0342 |
| 2023-07-07 | $19.15 | $3.83 | $0.03 | 0.0341 |
| 2023-10-05 | $22.13 | $4.43 | $0.04 | 0.0342 |
| 2024-01-09 | $22.16 | $4.43 | $0.04 | 0.0292 |
| 2024-04-09 | $22.19 | $4.44 | $0.04 | 0.0275 |
| 2024-07-10 | $22.21 | $4.44 | $0.04 | 0.0280 |
| 2024-10-10 | $25.70 | $5.14 | $0.04 | 0.0331 |
| 2025-01-10 | $25.73 | $5.15 | $0.04 | 0.0330 |
| 2025-04-10 | $25.76 | $5.15 | $0.04 | 0.0356 |
| 2025-07-10 | $25.80 | $5.16 | $0.04 | 0.0275 |
| 2025-10-09 | $29.80 | $5.96 | $0.05 | 0.0369 |
| 2026-01-09 | $29.85 | $5.97 | $0.05 | 0.0368 |
| 2026-04-09 | $29.89 | $5.98 | $0.05 | 0.0660 |
| Total | $438.30 | $87.66 | $0.70 | 0.6624 |
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.