Matthews International Corporation (MATW) Stock Total Returns

Growth of $10,000 chart

2021-04-14 to 2026-04-14
to
$
%
%
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Investment Performance

Final Value
$7,315
Total Return
-26.85%
CAGR
-6.06%
Dividends
$1,186.93
Yield on Cost
11.87%

Rolling Returns

1-Month (21 Trading Days)
Average-0.21%
Median-1.86%
Best+38.21%
Worst-20.33%
% of Windows Positive43.8%
1-Year (252 Trading Days)
Average-3.08%
Median-11.03%
Best+83.73%
Worst-48.02%
% of Windows Positive37.7%
3-Year (756 Trading Days)
Average-17.37%
Median-21.53%
Best+20.18%
Worst-36.46%
% of Windows Positive9.6%

Risk Metrics

Maximum Drawdown -59.44%
Average Drawdown -31.01%
Drawdown Duration 684 Trading Days (Unrecovered)
Sortino Ratio 0.01
Calmar Ratio -0.10
CVaR (5%) -4.85%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +4.12% (+15.24% ann.) +$412.17 $97.63 $19.53 $0.16
2025 -2.34% $233.88 $367.84 $73.57 $0.59
2024 -22.40% $2239.90 $267.34 $53.47 $0.43
2023 +22.73% +$2272.54 $307.68 $61.54 $0.49
2022 -15.00% $1500.22 $244.81 $48.96 $0.39
2021 +27.15% +$2715.12 $296.35 $59.27 $0.47
2020 -20.99% $2099.38 $223.38 $44.68 $0.36
2019 -4.30% $429.76 $200.76 $40.15 $0.32
2018 -22.09% $2209.00 $146.49 $29.30 $0.23
2017 -30.69% $3068.66 $91.37 $18.27 $0.15
2016 +45.03% +$4503.48 $116.42 $23.28 $0.19
2015 +10.74% +$1074.18 $111.32 $22.26 $0.18
2014 +15.19% +$1518.99 $108.31 $21.66 $0.17
2013 +33.92% +$3391.66 $128.18 $25.64 $0.20
2012 +3.14% +$313.83 $118.14 $23.63 $0.19
2011 -9.51% $950.94 $94.59 $18.92 $0.15
2010 -0.61% $61.31 $82.06 $16.41 $0.13
2009 -2.81% $281.40 $72.41 $14.48 $0.12
2008 -21.41% $2141.47 $52.35 $10.47 $0.08
2007 +19.63% +$1962.62 $57.27 $11.45 $0.09
2006 +8.56% +$855.95 $56.40 $11.28 $0.09
2005 -0.65% $65.18 $50.35 $10.07 $0.08
2004 +24.87% +$2487.33 $55.85 $11.17 $0.09
2003 +33.03% +$3302.75 $55.62 $11.12 $0.09
2002 -8.85% $884.55 $43.18 $8.64 $0.07
2001 +56.43% +$5643.04 $64.12 $12.82 $0.10
2000 +15.48% +$1548.42 $70.72 $14.14 $0.11
1999 -12.22% $1222.41 $58.21 $11.64 $0.09
1998 +44.00% +$4400.16 $78.37 $15.68 $0.13
1997 +56.60% +$5659.50 $86.89 $17.38 $0.14
1996 +46.10% +$4610.28 $154.35 $30.86 $0.25
1995 +43.47% +$4347.04 $189.96 $38.00 $0.31
1994 partial -4.54% (-9.89% ann.) $454.07 $82.89 $16.58 $0.14

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Dot-com bubble / TMT mania August 9, 1995 – March 10, 2000 +170.78% +24.26% +$17077.78 $820.91 $164.19 $1.32
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 +98.71% +30.58% +$9870.69 $225.99 $45.20 $0.36
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +104.41% +15.38% +$10440.90 $382.89 $76.58 $0.61
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -34.82% -26.14% $3482.50 $80.23 $16.05 $0.13
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 -4.66% -1.40% $465.52 $326.98 $65.40 $0.52
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +28.68% +3.39% +$2867.78 $1693.97 $338.79 $2.71
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -39.93% -99.70% $3992.96 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 -3.13% -4.98% $312.54 $184.96 $36.99 $0.30
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +53.98% +50.61% +$5398.11 $458.03 $91.61 $0.73
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -23.10% -24.34% $2310.03 $191.40 $38.28 $0.31
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -7.72% -4.24% $772.07 $705.07 $141.01 $1.13
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +18.31% +11.31% +$1830.60 $643.27 $128.65 $1.03

Dividend History

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

Date Per Share Yield %
1994-09-26 $0.0150 0.41%
1994-12-23 $0.0150 0.44%
1995-03-27 $0.0150 0.38%
1995-06-28 $0.0150 0.34%
1995-09-27 $0.0175 0.35%
1995-12-27 $0.0175 0.37%
1996-03-27 $0.0175 0.27%
1996-06-26 $0.0175 0.25%
1996-09-26 $0.0200 0.28%
1996-12-27 $0.0200 0.28%
1997-03-26 $0.0200 0.27%
1997-07-31 $0.0200 0.21%
1997-10-29 $0.0213 0.22%
1998-01-28 $0.0213 0.20%
1998-04-29 $0.0213 0.20%
1998-07-29 $0.0210 0.17%
1998-10-28 $0.0225 0.15%
1999-01-27 $0.0225 0.17%
1999-04-28 $0.0225 0.17%
1999-07-28 $0.0225 0.15%
1999-10-27 $0.0240 0.19%
2000-01-26 $0.0240 0.20%
2000-04-26 $0.0240 0.23%
2000-07-27 $0.0240 0.17%
2000-10-27 $0.0250 0.19%
2001-01-25 $0.0250 0.16%
2001-04-26 $0.0250 0.15%
2001-07-27 $0.0250 0.12%
2001-10-29 $0.0260 0.11%
2002-01-23 $0.0260 0.11%
2002-04-26 $0.0260 0.10%
2002-07-29 $0.0260 0.11%
2002-10-29 $0.0280 0.12%
2003-01-29 $0.0280 0.12%
2003-04-30 $0.0280 0.12%
2003-07-29 $0.0280 0.11%
2003-10-29 $0.0400 0.15%
2004-01-28 $0.0400 0.14%
2004-04-28 $0.0400 0.13%
2004-07-28 $0.0400 0.11%
2004-10-27 $0.0450 0.13%
2005-01-27 $0.0450 0.13%
2005-04-27 $0.0450 0.13%
2005-07-27 $0.0450 0.12%
2005-10-27 $0.0500 0.14%
2006-01-27 $0.0500 0.13%
2006-05-03 $0.0500 0.14%
2006-07-27 $0.0500 0.15%
2006-10-27 $0.0550 0.14%
2007-01-29 $0.0550 0.13%
2007-04-26 $0.0550 0.13%
2007-07-27 $0.0550 0.14%
2007-10-29 $0.0600 0.13%
2008-01-31 $0.0600 0.12%
2008-05-01 $0.0600 0.12%
2008-07-31 $0.0600 0.12%
2008-10-29 $0.0650 0.17%
2009-01-29 $0.0650 0.16%
2009-04-30 $0.0650 0.21%
2009-07-31 $0.0650 0.20%
2009-10-29 $0.0700 0.18%
2010-01-28 $0.0700 0.20%
2010-04-29 $0.0700 0.20%
2010-07-29 $0.0700 0.20%
2010-10-21 $0.0800 0.23%
2011-01-27 $0.0800 0.22%
2011-04-28 $0.0800 0.21%
2011-07-28 $0.0800 0.22%
2011-10-27 $0.0900 0.26%
2012-02-02 $0.0900 0.26%
2012-04-26 $0.0900 0.30%
2012-07-26 $0.0900 0.31%
2012-11-21 $0.1000 0.35%
2013-01-24 $0.1000 0.30%
2013-04-25 $0.1000 0.29%
2013-07-25 $0.1000 0.26%
2013-11-21 $0.1100 0.27%
2014-01-30 $0.1100 0.26%
2014-04-24 $0.1100 0.27%
2014-07-24 $0.1100 0.25%
2014-11-20 $0.1300 0.28%
2015-01-29 $0.1300 0.28%
2015-04-30 $0.1300 0.26%
2015-07-30 $0.1300 0.24%
2015-11-19 $0.1500 0.26%
2016-01-28 $0.1500 0.31%
2016-04-28 $0.1500 0.29%
2016-07-28 $0.1500 0.25%
2016-11-23 $0.1700 0.24%
2017-02-02 $0.1700 0.25%
2017-04-27 $0.1700 0.24%
2017-07-27 $0.1700 0.26%
2017-11-24 $0.1900 0.35%
2018-02-02 $0.1900 0.34%
2018-04-27 $0.1900 0.38%
2018-07-27 $0.1900 0.34%
2018-11-23 $0.2000 0.47%
2019-02-01 $0.2000 0.45%
2019-05-03 $0.2000 0.53%
2019-08-02 $0.2000 0.61%
2019-11-22 $0.2100 0.59%
2020-01-31 $0.2100 0.55%
2020-05-01 $0.2100 0.88%
2020-07-31 $0.2100 0.99%
2020-11-27 $0.2150 0.74%
2021-02-05 $0.2150 0.64%
2021-05-07 $0.2150 0.51%
2021-08-06 $0.2150 0.63%
2021-11-26 $0.2200 0.58%
2022-02-04 $0.2200 0.64%
2022-05-06 $0.2200 0.73%
2022-08-05 $0.2200 0.85%
2022-11-25 $0.2300 0.73%
2023-02-03 $0.2300 0.60%
2023-05-05 $0.2300 0.62%
2023-08-04 $0.2300 0.51%
2023-11-24 $0.2400 0.69%
2024-02-02 $0.2400 0.72%
2024-05-03 $0.2400 0.88%
2024-08-05 $0.2400 0.90%
2024-12-02 $0.2500 0.83%
2025-02-10 $0.2500 0.94%
2025-05-12 $0.2500 1.22%
2025-08-11 $0.2500 1.06%
2025-12-01 $0.2550 1.04%
2026-02-09 $0.2550 0.94%
Total 126 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
2021-05-07 $51.37 $10.27 $0.08 0.9717
2021-08-06 $51.58 $10.32 $0.08 1.2042
2021-11-26 $53.05 $10.61 $0.09 1.2056
2022-02-04 $53.31 $10.66 $0.09 1.2589
2022-05-06 $53.59 $10.72 $0.09 1.4219
2022-08-05 $53.90 $10.78 $0.09 1.6785
2022-11-25 $56.74 $11.35 $0.09 1.4418
2023-02-03 $57.07 $11.41 $0.09 1.1801
2023-05-05 $57.34 $11.47 $0.09 1.2022
2023-08-04 $57.62 $11.52 $0.09 1.0044
2023-11-24 $60.36 $12.07 $0.10 1.4039
2024-02-02 $60.70 $12.14 $0.10 1.5791
2024-05-03 $61.08 $12.22 $0.10 1.7057
2024-08-05 $61.49 $12.30 $0.10 1.9474
2024-12-02 $64.54 $12.91 $0.10 1.7193
2025-02-10 $64.97 $12.99 $0.10 2.0941
2025-05-12 $65.49 $13.10 $0.10 2.5115
2025-08-11 $66.12 $13.22 $0.11 2.2569
2025-12-01 $68.02 $13.60 $0.11 2.2174
2026-02-09 $68.58 $13.72 $0.11 2.0585
Total $1186.93 $237.39 $1.90 32.0633

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.

AUB

CAGR 7.63% Total 992.96% Final $109,296
1993-10-06 — 2026-04-14
HFFG

CAGR -16.33% Total -78.43% Final $2,157
2017-09-07 — 2026-04-14
REXR

CAGR 9.88% Total 232.12% Final $33,212
2013-07-19 — 2026-04-14