Iron Mountain Incorporated (IRM) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$35,246
Total Return
252.46%
CAGR
28.66%
Dividends
$3,945.52
Yield on Cost
39.46%
Rolling Returns
1-Month (21 Trading Days)
| Average | +2.30% |
| Median | +2.44% |
| Best | +25.75% |
| Worst | -21.47% |
| % of Windows Positive | 59.8% |
1-Year (252 Trading Days)
| Average | +27.89% |
| Median | +22.80% |
| Best | +124.69% |
| Worst | -31.73% |
| % of Windows Positive | 84.3% |
3-Year (756 Trading Days)
| Average | +125.25% |
| Median | +119.65% |
| Best | +215.26% |
| Worst | +49.93% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -39.23% |
| Average Drawdown | -9.98% |
| Drawdown Duration | 364 Trading Days (Unrecovered) |
| Sortino Ratio | 1.45 |
| Calmar Ratio | 0.73 |
| CVaR (5%) | -4.28% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +38.35% (+212.70% ann.) | +$3835.03 | $104.16 | $20.83 | $0.17 |
| 2025 | -18.86% | $1886.46 | $309.37 | $61.87 | $0.50 |
| 2024 | +53.61% | +$5360.61 | $393.80 | $78.76 | $0.63 |
| 2023 | +45.20% | +$4519.83 | $516.14 | $103.23 | $0.83 |
| 2022 | -0.99% | $98.51 | $480.40 | $96.08 | $0.77 |
| 2021 | +85.68% | +$8568.30 | $855.25 | $171.05 | $1.37 |
| 2020 | -0.97% | $97.28 | $797.29 | $159.46 | $1.28 |
| 2019 | +4.37% | +$437.15 | $773.39 | $154.68 | $1.24 |
| 2018 | -9.26% | $926.44 | $642.86 | $128.57 | $1.03 |
| 2017 | +22.00% | +$2200.11 | $702.39 | $140.48 | $1.12 |
| 2016 | +25.97% | +$2597.29 | $755.75 | $151.15 | $1.21 |
| 2015 | -26.60% | $2660.16 | $502.63 | $100.53 | $0.80 |
| 2014 | +46.02% | +$4601.52 | $854.59 | $170.92 | $1.37 |
| 2013 | +0.58% | +$58.30 | $351.48 | $70.30 | $0.56 |
| 2012 | +13.48% | +$1347.80 | $1703.96 | $340.79 | $2.73 |
| 2011 | +26.09% | +$2608.55 | $378.35 | $75.67 | $0.61 |
| 2010 | +11.24% | +$1124.15 | $166.32 | $33.27 | $0.27 |
| 2009 | -7.97% | $796.60 | $0.00 | $0.00 | $0.00 |
| 2008 | -33.20% | $3319.83 | $0.00 | $0.00 | $0.00 |
| 2007 | +34.33% | +$3432.51 | $0.00 | $0.00 | $0.00 |
| 2006 | -2.08% | $208.43 | $0.00 | $0.00 | $0.00 |
| 2005 | +38.47% | +$3847.16 | $0.00 | $0.00 | $0.00 |
| 2004 | +15.67% | +$1566.77 | $0.00 | $0.00 | $0.00 |
| 2003 | +19.78% | +$1978.19 | $0.00 | $0.00 | $0.00 |
| 2002 | +13.05% | +$1304.79 | $0.00 | $0.00 | $0.00 |
| 2001 | +17.98% | +$1797.98 | $0.00 | $0.00 | $0.00 |
| 2000 | -5.56% | $556.44 | $0.00 | $0.00 | $0.00 |
| 1999 | +9.01% | +$901.21 | $0.00 | $0.00 | $0.00 |
| 1998 | +50.26% | +$5026.04 | $0.00 | $0.00 | $0.00 |
| 1997 | +19.01% | +$1900.83 | $0.00 | $0.00 | $0.00 |
| 1996 partial | +87.60% (+98.97% ann.) | +$8759.69 | $0.00 | $0.00 | $0.00 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania partial | February 1, 1996 – March 10, 2000 | +191.86% | +29.82% | +$19186.05 | $0.00 | $0.00 | $0.00 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +6.98% | +2.66% | +$697.67 | $0.00 | $0.00 | $0.00 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +213.42% | +25.69% | +$21342.34 | $0.00 | $0.00 | $0.00 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -46.64% | -35.89% | $4664.25 | $0.00 | $0.00 | $0.00 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +74.67% | +17.96% | +$7467.15 | $998.06 | $199.61 | $1.60 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +77.67% | +7.89% | +$7766.98 | $7792.05 | $1558.41 | $12.47 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -33.64% | -99.07% | $3363.86 | $180.31 | $36.06 | $0.29 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +15.63% | +26.33% | +$1563.30 | $520.42 | $104.08 | $0.83 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +85.14% | +79.38% | +$8514.18 | $949.75 | $189.95 | $1.52 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +12.61% | +13.44% | +$1261.11 | $553.36 | $110.67 | $0.89 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +134.14% | +58.25% | +$13414.11 | $1014.24 | $202.85 | $1.62 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +1.84% | +1.17% | +$183.97 | $418.75 | $83.75 | $0.67 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2010-03-23 | $0.0582 | 0.24% |
| 2010-06-23 | $0.0582 | 0.27% |
| 2010-09-24 | $0.0582 | 0.30% |
| 2010-12-22 | $0.1738 | 0.75% |
| 2011-03-23 | $0.1738 | 0.64% |
| 2011-06-22 | $0.2311 | 0.75% |
| 2011-09-21 | $0.2311 | 0.74% |
| 2011-12-21 | $0.2311 | 0.81% |
| 2012-03-21 | $0.2311 | 0.86% |
| 2012-06-20 | $0.2495 | 0.81% |
| 2012-09-21 | $0.2495 | 0.80% |
| 2012-10-18 | $3.7616 | 10.80% |
| 2012-12-21 | $0.2495 | 0.86% |
| 2013-03-21 | $0.2495 | 0.74% |
| 2013-06-21 | $0.2495 | 0.98% |
| 2013-09-23 | $0.2495 | 0.94% |
| 2013-12-24 | $0.2495 | 0.90% |
| 2014-03-21 | $0.2495 | 0.97% |
| 2014-06-23 | $0.2495 | 0.89% |
| 2014-09-23 | $0.4390 | 1.34% |
| 2014-09-26 | $0.6690 | 2.05% |
| 2014-11-25 | $0.2550 | 0.67% |
| 2014-12-03 | $0.4750 | 1.22% |
| 2015-03-04 | $0.4750 | 1.27% |
| 2015-06-10 | $0.4750 | 1.49% |
| 2015-09-09 | $0.4750 | 1.67% |
| 2015-11-27 | $0.4850 | 1.71% |
| 2016-03-03 | $0.4850 | 1.62% |
| 2016-06-02 | $0.4850 | 1.32% |
| 2016-09-08 | $0.4850 | 1.22% |
| 2016-12-13 | $0.5500 | 1.61% |
| 2017-03-13 | $0.5500 | 1.61% |
| 2017-06-13 | $0.5500 | 1.60% |
| 2017-09-14 | $0.5500 | 1.39% |
| 2017-12-14 | $0.5880 | 1.53% |
| 2018-03-14 | $0.5880 | 1.77% |
| 2018-06-14 | $0.5880 | 1.70% |
| 2018-09-14 | $0.5880 | 1.62% |
| 2018-12-14 | $0.6110 | 1.75% |
| 2019-03-14 | $0.6110 | 1.73% |
| 2019-06-14 | $0.6110 | 1.90% |
| 2019-09-13 | $0.6110 | 1.79% |
| 2019-12-13 | $0.6190 | 1.89% |
| 2020-03-13 | $0.6190 | 2.32% |
| 2020-06-12 | $0.6190 | 2.24% |
| 2020-09-14 | $0.6190 | 2.08% |
| 2020-12-14 | $0.6190 | 2.04% |
| 2021-03-12 | $0.6190 | 1.67% |
| 2021-06-14 | $0.6190 | 1.34% |
| 2021-09-14 | $0.6190 | 1.31% |
| 2021-12-14 | $0.6190 | 1.25% |
| 2022-03-14 | $0.6190 | 1.23% |
| 2022-06-14 | $0.6190 | 1.28% |
| 2022-09-14 | $0.6190 | 1.13% |
| 2022-12-14 | $0.6190 | 1.11% |
| 2023-03-14 | $0.6190 | 1.18% |
| 2023-06-14 | $0.6190 | 1.10% |
| 2023-09-14 | $0.6500 | 1.03% |
| 2023-12-14 | $0.6500 | 0.96% |
| 2024-03-14 | $0.6500 | 0.81% |
| 2024-06-17 | $0.6500 | 0.74% |
| 2024-09-16 | $0.7150 | 0.61% |
| 2024-12-16 | $0.7150 | 0.64% |
| 2025-03-17 | $0.7850 | 0.91% |
| 2025-06-16 | $0.7850 | 0.77% |
| 2025-09-15 | $0.7850 | 0.81% |
| 2025-12-15 | $0.8640 | 1.04% |
| 2026-03-16 | $0.8640 | 0.81% |
| Total | 68 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 |
|---|---|---|---|---|
| 2021-06-14 | $162.94 | $32.59 | $0.26 | 2.8317 |
| 2021-09-14 | $164.69 | $32.94 | $0.26 | 2.8937 |
| 2021-12-14 | $166.48 | $33.30 | $0.27 | 2.7519 |
| 2022-03-14 | $168.18 | $33.64 | $0.27 | 2.7957 |
| 2022-06-14 | $169.92 | $33.98 | $0.27 | 2.8693 |
| 2022-09-14 | $171.69 | $34.34 | $0.27 | 2.5254 |
| 2022-12-14 | $173.26 | $34.65 | $0.28 | 2.5169 |
| 2023-03-14 | $174.81 | $34.96 | $0.28 | 2.6707 |
| 2023-06-14 | $176.47 | $35.29 | $0.28 | 2.4840 |
| 2023-09-14 | $186.92 | $37.38 | $0.30 | 2.3384 |
| 2023-12-14 | $188.44 | $37.69 | $0.30 | 2.1979 |
| 2024-03-14 | $189.87 | $37.97 | $0.30 | 1.9422 |
| 2024-06-17 | $191.13 | $38.23 | $0.31 | 1.7288 |
| 2024-09-16 | $211.48 | $42.30 | $0.34 | 1.4286 |
| 2024-12-16 | $212.50 | $42.50 | $0.34 | 1.5245 |
| 2025-03-17 | $234.50 | $46.90 | $0.38 | 2.1001 |
| 2025-06-16 | $236.15 | $47.23 | $0.38 | 1.8472 |
| 2025-09-15 | $237.60 | $47.52 | $0.38 | 1.9004 |
| 2025-12-15 | $263.15 | $52.63 | $0.42 | 2.5485 |
| 2026-03-16 | $265.35 | $53.07 | $0.42 | 1.9704 |
| Total | $3945.52 | $789.10 | $6.31 | 45.8663 |
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.