Macy's, Inc. (M) Stock Total Returns

Growth of $10,000 chart

2021-04-12 to 2026-04-10
to
$
%
%
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Investment Performance

Final Value
$12,806
Total Return
28.06%
CAGR
5.08%
Dividends
$2,009.83
Yield on Cost
20.10%

Rolling Returns

1-Month (21 Trading Days)
Average+1.30%
Median+0.36%
Best+87.29%
Worst-36.64%
% of Windows Positive51.1%
1-Year (252 Trading Days)
Average-0.91%
Median-8.58%
Best+95.16%
Worst-44.96%
% of Windows Positive42.8%
3-Year (756 Trading Days)
Average-12.99%
Median-19.05%
Best+33.30%
Worst-54.79%
% of Windows Positive41.3%

Risk Metrics

Maximum Drawdown -70.21%
Average Drawdown -43.14%
Drawdown Duration 1099 Trading Days (Unrecovered)
Sortino Ratio 0.57
Calmar Ratio 0.07
CVaR (5%) -6.76%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -13.70% (-41.61% ann.) $1369.81 $87.08 $17.41 $0.14
2025 +35.32% +$3532.27 $437.31 $87.46 $0.70
2024 -13.16% $1315.76 $349.73 $69.95 $0.56
2023 +0.75% +$75.28 $323.58 $64.72 $0.52
2022 -19.17% $1917.32 $243.53 $48.71 $0.39
2021 +135.13% +$13513.06 $267.43 $53.49 $0.43
2020 -31.12% $3111.73 $222.35 $44.47 $0.36
2019 -39.20% $3919.76 $518.47 $103.69 $0.83
2018 +22.61% +$2260.83 $608.61 $121.72 $0.97
2017 -26.13% $2613.07 $429.69 $85.94 $0.69
2016 +5.70% +$570.33 $432.23 $86.45 $0.69
2015 -45.68% $4567.61 $213.25 $42.65 $0.34
2014 +25.10% +$2510.49 $224.01 $44.80 $0.36
2013 +39.10% +$3909.72 $245.02 $49.00 $0.39
2012 +23.30% +$2330.17 $250.18 $50.04 $0.40
2011 +28.52% +$2851.82 $138.90 $27.78 $0.22
2010 +52.06% +$5205.53 $119.67 $23.94 $0.19
2009 +64.09% +$6408.69 $194.41 $38.88 $0.31
2008 -58.88% $5888.49 $205.95 $41.19 $0.33
2007 -31.32% $3132.29 $136.39 $27.28 $0.22
2006 +16.23% +$1622.72 $154.12 $30.82 $0.25
2005 +15.83% +$1582.96 $133.69 $26.74 $0.22
2004 +23.66% +$2366.41 $112.82 $22.57 $0.19
2003 +65.05% +$6505.34 $130.72 $26.14 $0.22
2002 -29.68% $2968.22 $0.00 $0.00 $0.00
2001 +16.86% +$1685.71 $0.00 $0.00 $0.00
2000 -30.78% $3077.87 $0.00 $0.00 $0.00
1999 +16.07% +$1606.89 $0.00 $0.00 $0.00
1998 +1.16% +$116.11 $0.00 $0.00 $0.00
1997 +26.19% +$2619.05 $0.00 $0.00 $0.00
1996 +25.23% +$2522.94 $0.00 $0.00 $0.00
1995 +41.56% +$4155.84 $0.00 $0.00 $0.00
1994 -7.23% $722.90 $0.00 $0.00 $0.00
1993 +5.06% +$506.33 $0.00 $0.00 $0.00
1992 partial +14.49% (+16.16% ann.) +$1449.28 $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 +18.20% +3.71% +$1820.08 $0.00 $0.00 $0.00
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 -23.56% -9.91% $2356.19 $0.00 $0.00 $0.00
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +153.99% +20.51% +$15398.64 $1267.99 $253.60 $2.05
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -79.67% -67.62% $7967.11 $192.67 $38.54 $0.31
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +388.16% +59.95% +$38815.93 $1598.52 $319.70 $2.54
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 -41.70% -6.88% $4169.90 $3080.43 $616.08 $4.93
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -69.91% -100.00% $6991.17 $227.16 $45.43 $0.36
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +16.08% +27.11% +$1607.77 $0.00 $0.00 $0.00
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +288.58% +262.44% +$28857.54 $194.81 $38.96 $0.31
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -32.66% -34.29% $3266.15 $220.64 $44.12 $0.35
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -20.64% -11.73% $2063.98 $682.88 $136.58 $1.09
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 10, 2026 +31.86% +19.43% +$3186.35 $741.90 $148.38 $1.19

Dividend History

Annual Dividends Per Share
TTM Yield
Consecutive Years Paid
current
Consecutive Years of Growth
current

Date Per Share Yield %
2003-06-12 $0.0625 0.34%
2003-09-11 $0.0625 0.30%
2003-12-11 $0.0625 0.27%
2004-03-11 $0.0625 0.24%
2004-06-14 $0.0675 0.27%
2004-09-13 $0.0675 0.30%
2004-12-13 $0.0675 0.24%
2005-03-11 $0.0675 0.22%
2005-06-13 $0.0675 0.19%
2005-08-30 $0.1250 0.35%
2005-12-13 $0.1250 0.37%
2006-03-13 $0.1250 0.35%
2006-06-14 $0.1280 0.37%
2006-09-13 $0.1280 0.31%
2006-12-13 $0.1280 0.34%
2007-03-13 $0.1280 0.28%
2007-06-13 $0.1300 0.33%
2007-09-12 $0.1300 0.44%
2007-12-12 $0.1300 0.45%
2008-03-12 $0.1300 0.54%
2008-06-11 $0.1330 0.61%
2008-09-11 $0.1330 0.61%
2008-12-11 $0.1330 1.50%
2009-03-11 $0.0500 0.68%
2009-06-11 $0.0500 0.40%
2009-09-11 $0.0500 0.31%
2009-12-11 $0.0500 0.31%
2010-03-11 $0.0500 0.24%
2010-06-11 $0.0500 0.23%
2010-09-13 $0.0500 0.24%
2010-12-13 $0.0500 0.20%
2011-03-11 $0.0500 0.21%
2011-06-13 $0.1000 0.37%
2011-09-13 $0.1000 0.39%
2011-12-13 $0.1000 0.31%
2012-03-13 $0.2000 0.51%
2012-06-13 $0.2000 0.54%
2012-09-12 $0.2000 0.51%
2012-12-12 $0.2000 0.51%
2013-03-13 $0.2000 0.48%
2013-06-12 $0.2500 0.51%
2013-09-11 $0.2500 0.56%
2013-12-11 $0.2500 0.48%
2014-03-12 $0.2500 0.42%
2014-06-11 $0.3130 0.53%
2014-09-11 $0.3130 0.52%
2014-12-11 $0.3130 0.52%
2015-03-11 $0.3130 0.49%
2015-06-11 $0.3600 0.52%
2015-09-11 $0.3600 0.62%
2015-12-11 $0.3600 0.95%
2016-03-11 $0.3600 0.81%
2016-06-13 $0.3780 1.14%
2016-09-13 $0.3780 1.06%
2016-12-13 $0.3780 0.93%
2017-03-13 $0.3780 1.19%
2017-06-13 $0.3780 1.67%
2017-09-14 $0.3780 1.67%
2017-12-14 $0.3780 1.46%
2018-03-14 $0.3780 1.27%
2018-06-14 $0.3780 0.99%
2018-09-13 $0.3780 1.04%
2018-12-13 $0.3780 1.17%
2019-03-14 $0.3780 1.57%
2019-06-13 $0.3780 1.76%
2019-09-12 $0.3780 2.12%
2019-12-12 $0.3780 2.41%
2020-03-12 $0.3780 3.98%
2021-09-14 $0.1500 0.71%
2021-12-14 $0.1500 0.60%
2022-03-14 $0.1580 0.67%
2022-06-14 $0.1580 0.74%
2022-09-14 $0.1580 0.92%
2022-12-14 $0.1580 0.74%
2023-03-14 $0.1650 0.88%
2023-06-14 $0.1650 1.01%
2023-09-14 $0.1650 1.45%
2023-12-14 $0.1650 0.84%
2024-03-14 $0.1740 0.83%
2024-06-14 $0.1740 0.92%
2024-09-13 $0.1740 1.18%
2024-12-13 $0.1740 1.07%
2025-03-14 $0.1820 1.33%
2025-06-13 $0.1820 1.53%
2025-09-15 $0.1820 1.07%
2025-12-15 $0.1820 0.75%
2026-03-13 $0.1920 1.12%
Total 87 payments

Portfolio Dividend Returns

Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-10 to 2026-04-10. Change
Date Total Yield Tax Trans. Cost Shares Bought
2021-09-14 $87.93 $17.59 $0.14 3.3556
2021-12-14 $88.43 $17.68 $0.14 2.7386
2022-03-14 $93.58 $18.71 $0.15 3.1405
2022-06-14 $94.07 $18.81 $0.15 3.4453
2022-09-14 $94.62 $18.92 $0.15 4.5563
2022-12-14 $95.34 $19.07 $0.15 3.4981
2023-03-14 $100.14 $20.03 $0.16 4.2709
2023-06-14 $100.84 $20.17 $0.16 5.0733
2023-09-14 $101.68 $20.34 $0.16 7.1463
2023-12-14 $102.86 $20.57 $0.16 4.1857
2024-03-14 $109.20 $21.84 $0.17 4.0551
2024-06-14 $109.91 $21.98 $0.18 4.7793
2024-09-13 $110.74 $22.15 $0.18 5.8941
2024-12-13 $111.76 $22.35 $0.18 5.3883
2025-03-14 $117.88 $23.58 $0.19 7.1954
2025-06-13 $119.19 $23.84 $0.19 8.4663
2025-09-15 $120.73 $24.15 $0.19 5.5270
2025-12-15 $121.74 $24.35 $0.19 4.0770
2026-03-13 $129.21 $25.84 $0.21 6.0504
Total $2009.83 $401.96 $3.21 92.8433

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.

AGIO

CAGR 0.40% Total 5.24% Final $10,524
2013-07-24 — 2026-04-10
FN

CAGR 29.81% Total 6059.35% Final $615,935
2010-06-25 — 2026-04-10
PDLB

CAGR 5.98% Total 64.03% Final $16,403
2017-10-02 — 2026-04-10