Mastercard Incorporated (MA) Stock Total Returns
Growth of $10,000 chart
2021-04-21 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$13,660
Total Return
36.60%
CAGR
6.44%
Dividends
$331.34
Yield on Cost
3.31%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.71% |
| Median | +0.80% |
| Best | +19.02% |
| Worst | -19.78% |
| % of Windows Positive | 53.8% |
1-Year (252 Trading Days)
| Average | +12.87% |
| Median | +15.79% |
| Best | +41.13% |
| Worst | -19.35% |
| % of Windows Positive | 76.8% |
3-Year (756 Trading Days)
| Average | +53.08% |
| Median | +51.22% |
| Best | +106.83% |
| Worst | +12.99% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -28.31% |
| Average Drawdown | -7.30% |
| Drawdown Duration | 355 Trading Days |
| Sortino Ratio | 0.54 |
| Calmar Ratio | 0.23 |
| CVaR (5%) | -3.63% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -10.20% (-29.80% ann.) | $1019.60 | $30.50 | $6.10 | $0.05 |
| 2025 | +8.91% | +$890.66 | $57.83 | $11.57 | $0.09 |
| 2024 | +24.03% | +$2402.76 | $62.01 | $12.40 | $0.10 |
| 2023 | +23.25% | +$2324.54 | $65.69 | $13.14 | $0.11 |
| 2022 | -2.77% | $277.08 | $54.64 | $10.93 | $0.09 |
| 2021 | +1.06% | +$105.75 | $49.38 | $9.88 | $0.08 |
| 2020 | +20.05% | +$2004.65 | $53.67 | $10.73 | $0.09 |
| 2019 | +58.98% | +$5898.17 | $70.10 | $14.02 | $0.11 |
| 2018 | +25.18% | +$2518.16 | $66.19 | $13.24 | $0.11 |
| 2017 | +47.46% | +$4745.82 | $85.43 | $17.09 | $0.14 |
| 2016 | +6.74% | +$673.59 | $78.25 | $15.65 | $0.12 |
| 2015 | +13.64% | +$1364.14 | $74.44 | $14.89 | $0.12 |
| 2014 | +3.61% | +$360.79 | $52.75 | $10.55 | $0.08 |
| 2013 | +70.55% | +$7054.92 | $42.79 | $8.56 | $0.07 |
| 2012 | +32.03% | +$3202.97 | $28.18 | $5.64 | $0.05 |
| 2011 | +66.64% | +$6664.45 | $26.79 | $5.36 | $0.04 |
| 2010 | -12.27% | $1226.88 | $23.46 | $4.69 | $0.04 |
| 2009 | +79.60% | +$7959.96 | $42.03 | $8.41 | $0.06 |
| 2008 | -33.43% | $3342.67 | $27.91 | $5.58 | $0.04 |
| 2007 | +119.22% | +$11922.13 | $54.90 | $10.98 | $0.08 |
| 2006 partial | +114.32% (+258.66% ann.) | +$11432.06 | $19.57 | $3.91 | $0.03 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| China-WTO / housing-credit / commodity boom partial | May 25, 2006 – October 9, 2007 | +254.92% | +151.34% | +$25491.87 | $104.51 | $20.90 | $0.16 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -13.24% | -9.56% | $1324.00 | $54.69 | $10.94 | $0.08 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +179.73% | +35.62% | +$17972.59 | $162.29 | $32.46 | $0.25 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +742.77% | +32.53% | +$74276.74 | $1370.35 | $274.07 | $2.19 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -40.98% | -99.76% | $4097.84 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +32.72% | +57.69% | +$3271.80 | $50.68 | $10.14 | $0.08 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | -5.89% | -5.60% | $589.05 | $51.15 | $10.23 | $0.08 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +0.70% | +0.74% | +$69.96 | $62.34 | $12.47 | $0.10 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +49.79% | +24.36% | +$4978.52 | $126.79 | $25.36 | $0.20 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | +4.20% | +2.62% | +$420.03 | $110.34 | $22.07 | $0.18 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2006-10-05 | $0.0090 | 0.13% |
| 2007-01-10 | $0.0090 | 0.09% |
| 2007-04-04 | $0.0150 | 0.14% |
| 2007-06-29 | $0.0150 | 0.09% |
| 2007-10-17 | $0.0150 | 0.10% |
| 2008-01-09 | $0.0150 | 0.08% |
| 2008-04-07 | $0.0150 | 0.07% |
| 2008-07-09 | $0.0150 | 0.06% |
| 2008-10-08 | $0.0150 | 0.09% |
| 2009-01-07 | $0.0150 | 0.09% |
| 2009-04-08 | $0.0150 | 0.09% |
| 2009-07-08 | $0.0150 | 0.09% |
| 2009-10-07 | $0.0150 | 0.07% |
| 2010-01-06 | $0.0150 | 0.06% |
| 2010-04-07 | $0.0150 | 0.06% |
| 2010-07-01 | $0.0150 | 0.08% |
| 2010-10-07 | $0.0150 | 0.07% |
| 2011-01-06 | $0.0150 | 0.07% |
| 2011-04-06 | $0.0150 | 0.06% |
| 2011-07-06 | $0.0150 | 0.05% |
| 2011-10-05 | $0.0150 | 0.05% |
| 2012-01-05 | $0.0150 | 0.04% |
| 2012-04-04 | $0.0300 | 0.07% |
| 2012-07-05 | $0.0300 | 0.07% |
| 2012-10-05 | $0.0300 | 0.06% |
| 2013-01-07 | $0.0300 | 0.06% |
| 2013-04-05 | $0.0600 | 0.11% |
| 2013-07-05 | $0.0600 | 0.10% |
| 2013-10-07 | $0.0600 | 0.09% |
| 2014-01-07 | $0.1100 | 0.13% |
| 2014-04-07 | $0.1100 | 0.15% |
| 2014-07-07 | $0.1100 | 0.14% |
| 2014-10-07 | $0.1100 | 0.15% |
| 2015-01-07 | $0.1600 | 0.19% |
| 2015-04-07 | $0.1600 | 0.18% |
| 2015-07-07 | $0.1600 | 0.17% |
| 2015-10-07 | $0.1600 | 0.17% |
| 2016-01-06 | $0.1900 | 0.20% |
| 2016-04-06 | $0.1900 | 0.20% |
| 2016-07-06 | $0.1900 | 0.22% |
| 2016-10-05 | $0.1900 | 0.19% |
| 2017-01-05 | $0.2200 | 0.21% |
| 2017-04-05 | $0.2200 | 0.20% |
| 2017-07-05 | $0.2200 | 0.18% |
| 2017-10-05 | $0.2200 | 0.15% |
| 2018-01-08 | $0.2500 | 0.16% |
| 2018-04-06 | $0.2500 | 0.14% |
| 2018-07-06 | $0.2500 | 0.13% |
| 2018-10-05 | $0.2500 | 0.12% |
| 2019-01-08 | $0.3300 | 0.17% |
| 2019-04-08 | $0.3300 | 0.14% |
| 2019-07-08 | $0.3300 | 0.12% |
| 2019-10-08 | $0.3300 | 0.12% |
| 2020-01-08 | $0.4000 | 0.13% |
| 2020-04-08 | $0.4000 | 0.15% |
| 2020-07-08 | $0.4000 | 0.13% |
| 2020-10-08 | $0.4000 | 0.12% |
| 2021-01-07 | $0.4400 | 0.13% |
| 2021-04-08 | $0.4400 | 0.12% |
| 2021-07-08 | $0.4400 | 0.12% |
| 2021-10-07 | $0.4400 | 0.13% |
| 2022-01-06 | $0.4900 | 0.13% |
| 2022-04-07 | $0.4900 | 0.14% |
| 2022-07-07 | $0.4900 | 0.15% |
| 2022-10-06 | $0.4900 | 0.16% |
| 2023-01-06 | $0.5700 | 0.16% |
| 2023-04-05 | $0.5700 | 0.16% |
| 2023-07-06 | $0.5700 | 0.14% |
| 2023-10-05 | $0.5700 | 0.14% |
| 2024-01-08 | $0.6600 | 0.16% |
| 2024-04-08 | $0.6600 | 0.14% |
| 2024-07-09 | $0.6600 | 0.15% |
| 2024-10-09 | $0.6600 | 0.13% |
| 2025-01-10 | $0.7600 | 0.15% |
| 2025-04-09 | $0.7600 | 0.16% |
| 2025-07-09 | $0.7600 | 0.14% |
| 2025-10-09 | $0.7600 | 0.13% |
| 2026-01-09 | $0.8700 | 0.15% |
| 2026-04-09 | $0.8700 | 0.17% |
| Total | 79 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-21 to 2026-04-21. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-07-08 | $11.49 | $2.30 | $0.02 | 0.0248 |
| 2021-10-07 | $11.50 | $2.30 | $0.02 | 0.0259 |
| 2022-01-06 | $12.82 | $2.56 | $0.02 | 0.0277 |
| 2022-04-07 | $12.83 | $2.57 | $0.02 | 0.0293 |
| 2022-07-07 | $12.84 | $2.57 | $0.02 | 0.0316 |
| 2022-10-06 | $12.86 | $2.57 | $0.02 | 0.0343 |
| 2023-01-06 | $14.98 | $3.00 | $0.02 | 0.0325 |
| 2023-04-05 | $15.00 | $3.00 | $0.02 | 0.0329 |
| 2023-07-06 | $15.01 | $3.00 | $0.02 | 0.0305 |
| 2023-10-05 | $15.03 | $3.01 | $0.02 | 0.0304 |
| 2024-01-08 | $17.43 | $3.49 | $0.03 | 0.0330 |
| 2024-04-08 | $17.45 | $3.49 | $0.03 | 0.0291 |
| 2024-07-09 | $17.47 | $3.49 | $0.03 | 0.0314 |
| 2024-10-09 | $17.49 | $3.50 | $0.03 | 0.0279 |
| 2025-01-10 | $20.16 | $4.03 | $0.03 | 0.0319 |
| 2025-04-09 | $20.18 | $4.04 | $0.03 | 0.0313 |
| 2025-07-09 | $20.21 | $4.04 | $0.03 | 0.0285 |
| 2025-10-09 | $20.23 | $4.05 | $0.03 | 0.0286 |
| 2026-01-09 | $23.18 | $4.64 | $0.04 | 0.0322 |
| 2026-04-09 | $23.21 | $4.64 | $0.04 | 0.0368 |
| Total | $331.34 | $66.27 | $0.53 | 0.6106 |
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.