Matson, Inc. (MATX) Stock Total Returns

Growth of $10,000 chart

2021-04-21 to 2026-04-21
to
$
%
%
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Investment Performance

Final Value
$26,564
Total Return
165.64%
CAGR
21.58%
Dividends
$969.90
Yield on Cost
9.70%

Rolling Returns

1-Month (21 Trading Days)
Average+2.30%
Median+2.18%
Best+37.24%
Worst-31.75%
% of Windows Positive59.7%
1-Year (252 Trading Days)
Average+17.68%
Median+17.67%
Best+98.92%
Worst-51.50%
% of Windows Positive61.6%
3-Year (756 Trading Days)
Average+76.66%
Median+68.52%
Best+208.95%
Worst-11.87%
% of Windows Positive99.0%

Risk Metrics

Maximum Drawdown -53.77%
Average Drawdown -21.54%
Drawdown Duration 472 Trading Days
Sortino Ratio 1.03
Calmar Ratio 0.40
CVaR (5%) -5.41%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +38.39% (+191.31% ann.) +$3839.50 $29.14 $5.83 $0.05
2025 -7.45% $745.29 $104.20 $20.84 $0.17
2024 +24.05% +$2404.96 $120.85 $24.17 $0.19
2023 +77.61% +$7760.85 $202.64 $40.53 $0.32
2022 -29.72% $2971.67 $136.08 $27.22 $0.22
2021 +59.86% +$5986.50 $186.94 $37.39 $0.30
2020 +42.34% +$4233.68 $222.39 $44.48 $0.36
2019 +29.76% +$2975.83 $270.52 $54.10 $0.43
2018 +9.27% +$926.64 $276.75 $55.35 $0.44
2017 -13.97% $1396.84 $221.97 $44.39 $0.36
2016 -15.61% $1561.11 $174.64 $34.93 $0.28
2015 +25.17% +$2517.34 $203.87 $40.77 $0.33
2014 +34.95% +$3494.97 $254.80 $50.96 $0.41
2013 +7.09% +$708.59 $186.95 $37.39 $0.30
2012 +28.90% +$2889.77 $309.93 $61.99 $0.50
2011 +4.30% +$429.67 $317.44 $63.49 $0.51
2010 +20.47% +$2047.21 $372.37 $74.47 $0.60
2009 +42.10% +$4210.45 $510.83 $102.17 $0.82
2008 -50.33% $5032.63 $240.94 $48.19 $0.39
2007 +18.49% +$1849.03 $254.21 $50.84 $0.41
2006 -16.85% $1685.33 $180.86 $36.17 $0.29
2005 +29.84% +$2984.19 $213.45 $42.69 $0.34
2004 +28.37% +$2836.99 $268.84 $53.77 $0.43
2003 +34.31% +$3431.40 $352.59 $70.52 $0.56
2002 -0.64% $63.80 $340.58 $68.12 $0.54
2001 +4.78% +$478.25 $346.58 $69.32 $0.55
2000 +18.73% +$1873.31 $399.55 $79.91 $0.64
1999 +1.25% +$124.73 $391.97 $78.39 $0.63
1998 -12.35% $1235.11 $332.80 $66.56 $0.53
1997 +12.15% +$1215.41 $355.59 $71.12 $0.57
1996 +11.88% +$1187.84 $386.87 $77.37 $0.62
1995 +6.53% +$653.15 $400.08 $80.02 $0.64
1994 -14.42% $1441.99 $332.40 $66.48 $0.53
1993 +10.42% +$1041.74 $268.61 $53.72 $0.43
1992 -9.83% $982.53 $314.68 $62.94 $0.50
1991 +29.61% +$2961.01 $298.64 $59.73 $0.48
1990 -39.09% $3909.20 $231.28 $46.26 $0.37
1989 +21.19% +$2118.85 $255.67 $51.13 $0.41
1988 +33.24% +$3323.67 $84.21 $16.84 $0.13
1987 -3.80% $379.75 $0.00 $0.00 $0.00
1986 +58.00% +$5800.00 $0.00 $0.00 $0.00
1985 +19.43% +$1942.68 $0.00 $0.00 $0.00
1984 +40.81% +$4080.72 $0.00 $0.00 $0.00
1983 +56.49% +$5649.12 $0.00 $0.00 $0.00
1982 +41.79% +$4179.10 $0.00 $0.00 $0.00
1981 -28.72% $2872.34 $0.00 $0.00 $0.00
1980 +21.55% +$2155.18 $0.00 $0.00 $0.00
1979 +52.63% +$5263.15 $0.00 $0.00 $0.00
1978 +2.70% +$270.28 $0.00 $0.00 $0.00
1977 +15.62% +$1562.49 $0.00 $0.00 $0.00
1976 -11.72% $1172.41 $0.00 $0.00 $0.00
1975 -2.03% $202.70 $0.00 $0.00 $0.00
1974 +45.10% +$4509.80 $0.00 $0.00 $0.00
1973 partial +6.25% (+9.58% ann.) +$625.00 $0.00 $0.00 $0.00

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Dot-com bubble / TMT mania August 9, 1995 – March 10, 2000 -11.11% -2.54% $1111.12 $1793.52 $358.70 $2.87
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 +19.91% +7.31% +$1990.60 $1241.12 $248.22 $1.99
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +183.38% +23.18% +$18338.11 $2375.18 $475.04 $3.80
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -68.58% -55.93% $6857.97 $347.48 $69.50 $0.56
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +212.83% +40.19% +$21283.16 $2487.25 $497.45 $3.98
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +77.39% +7.87% +$7739.37 $2431.05 $486.21 $3.89
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -24.16% -95.75% $2416.43 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +80.79% +159.30% +$8078.82 $145.18 $29.04 $0.23
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +44.12% +41.44% +$4411.83 $220.80 $44.16 $0.35
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -18.53% -19.55% $1852.80 $150.26 $30.05 $0.24
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +87.18% +40.25% +$8718.43 $316.19 $63.24 $0.51
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 21, 2026 +30.70% +18.36% +$3069.98 $159.54 $31.91 $0.26

Dividend History

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

Date Per Share Yield %
1988-11-04 $0.0959 0.57%
1989-02-13 $0.0959 0.57%
1989-05-05 $0.0959 0.54%
1989-08-04 $0.0959 0.56%
1989-11-03 $0.0959 0.57%
1990-02-12 $0.0959 0.58%
1990-05-04 $0.1055 0.75%
1990-08-03 $0.1055 0.80%
1990-11-02 $0.1055 1.09%
1991-02-11 $0.1055 0.85%
1991-08-02 $0.1055 0.87%
1991-11-01 $0.1055 0.88%
1992-02-10 $0.1055 0.80%
1992-05-01 $0.1055 0.86%
1992-07-31 $0.1055 0.96%
1992-10-30 $0.1055 0.98%
1993-02-08 $0.1055 0.94%
1993-04-30 $0.1055 0.88%
1993-07-30 $0.1055 0.89%
1994-02-14 $0.1055 0.83%
1994-05-06 $0.1055 0.88%
1994-07-29 $0.1055 0.87%
1994-11-04 $0.1055 0.98%
1995-02-13 $0.1055 1.00%
1995-05-05 $0.1055 0.90%
1995-08-01 $0.1055 0.92%
1995-11-07 $0.1055 0.95%
1996-02-14 $0.1055 0.95%
1996-05-07 $0.1055 0.88%
1996-07-30 $0.1055 0.89%
1996-11-05 $0.1055 0.85%
1997-02-12 $0.1055 0.87%
1997-05-06 $0.1055 0.81%
1997-08-05 $0.1055 0.82%
1997-11-04 $0.1055 0.79%
1998-02-11 $0.1079 0.78%
1998-05-05 $0.1079 0.79%
1998-08-04 $0.1079 0.91%
1998-11-03 $0.1079 1.10%
1999-02-10 $0.1079 1.11%
1999-05-04 $0.1079 1.01%
1999-08-03 $0.1079 0.87%
1999-11-08 $0.1079 0.96%
2000-02-10 $0.1079 1.12%
2000-05-04 $0.1079 1.09%
2000-08-01 $0.1079 0.89%
2000-11-07 $0.1079 0.85%
2001-02-13 $0.1079 0.80%
2001-05-03 $0.1079 1.03%
2001-07-31 $0.1079 0.87%
2001-11-06 $0.1079 0.98%
2002-02-12 $0.1079 0.90%
2002-05-02 $0.1079 0.81%
2002-07-30 $0.1079 0.90%
2002-11-05 $0.1079 0.95%
2003-02-11 $0.1079 0.88%
2003-05-06 $0.1079 0.83%
2003-08-05 $0.1079 0.82%
2003-11-04 $0.1079 0.71%
2004-02-17 $0.1079 0.66%
2004-05-04 $0.1079 0.70%
2004-08-03 $0.1079 0.69%
2004-11-08 $0.1079 0.59%
2005-02-16 $0.1079 0.50%
2005-05-10 $0.1079 0.53%
2005-08-02 $0.1079 0.43%
2005-11-08 $0.1079 0.44%
2006-02-15 $0.1079 0.46%
2006-05-09 $0.1199 0.51%
2006-08-01 $0.1199 0.62%
2006-11-07 $0.1199 0.56%
2007-02-14 $0.1199 0.51%
2007-05-08 $0.1391 0.53%
2007-07-31 $0.1391 0.54%
2007-11-06 $0.1391 0.56%
2008-02-13 $0.1391 0.62%
2008-05-06 $0.1510 0.63%
2008-08-05 $0.1510 0.76%
2008-11-04 $0.1510 0.98%
2009-02-11 $0.1510 1.38%
2009-05-12 $0.1510 1.29%
2009-08-04 $0.1510 1.06%
2009-11-03 $0.1510 1.12%
2010-02-09 $0.1510 0.99%
2010-05-11 $0.1510 0.92%
2010-08-03 $0.1510 0.92%
2010-11-08 $0.1510 0.85%
2011-02-08 $0.1510 0.75%
2011-05-10 $0.1510 0.66%
2011-08-02 $0.1510 0.65%
2011-11-08 $0.1510 0.75%
2012-02-07 $0.1510 0.65%
2012-05-08 $0.1510 0.60%
2012-07-31 $0.1500 0.61%
2012-11-06 $0.1500 0.71%
2013-02-12 $0.1500 0.57%
2013-05-07 $0.1500 0.61%
2013-11-05 $0.1600 0.58%
2014-02-11 $0.1600 0.65%
2014-05-06 $0.1600 0.65%
2014-08-05 $0.1700 0.62%
2014-11-04 $0.1700 0.61%
2015-02-10 $0.1700 0.46%
2015-05-05 $0.1700 0.41%
2015-08-04 $0.1800 0.44%
2015-11-03 $0.1800 0.39%
2016-02-09 $0.1800 0.45%
2016-05-10 $0.1800 0.54%
2016-08-02 $0.1900 0.50%
2016-11-08 $0.1900 0.46%
2017-02-07 $0.1900 0.54%
2017-05-09 $0.1900 0.59%
2017-08-01 $0.2000 0.71%
2017-11-08 $0.2000 0.70%
2018-02-07 $0.2000 0.57%
2018-05-09 $0.2000 0.62%
2018-08-01 $0.2100 0.58%
2018-11-07 $0.2100 0.51%
2019-02-06 $0.2100 0.63%
2019-05-08 $0.2100 0.55%
2019-07-31 $0.2200 0.52%
2019-11-06 $0.2200 0.55%
2020-02-05 $0.2200 0.61%
2020-05-06 $0.2200 0.77%
2020-08-05 $0.2300 0.64%
2020-11-10 $0.2300 0.39%
2021-02-10 $0.2300 0.34%
2021-05-05 $0.2300 0.35%
2021-08-04 $0.3000 0.43%
2021-11-09 $0.3000 0.33%
2022-02-09 $0.3000 0.33%
2022-05-11 $0.3000 0.34%
2022-08-03 $0.3100 0.37%
2022-11-09 $0.3100 0.45%
2023-02-08 $0.3100 0.45%
2023-05-10 $0.3100 0.47%
2023-08-02 $0.3200 0.34%
2023-11-08 $0.3200 0.36%
2024-02-07 $0.3200 0.28%
2024-05-08 $0.3200 0.29%
2024-08-01 $0.3400 0.26%
2024-11-07 $0.3400 0.20%
2025-02-06 $0.3400 0.25%
2025-05-08 $0.3400 0.36%
2025-08-07 $0.3600 0.32%
2025-11-06 $0.3600 0.33%
2026-02-05 $0.3600 0.22%
Total 147 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
2021-05-05 $33.92 $6.78 $0.05 0.4076
2021-08-04 $44.36 $8.87 $0.07 0.5054
2021-11-09 $44.52 $8.90 $0.07 0.3864
2022-02-09 $44.63 $8.93 $0.07 0.3928
2022-05-11 $44.75 $8.95 $0.07 0.4150
2022-08-03 $46.37 $9.27 $0.07 0.4495
2022-11-09 $46.51 $9.30 $0.07 0.5659
2023-02-08 $46.68 $9.34 $0.07 0.5443
2023-05-10 $46.85 $9.37 $0.07 0.5686
2023-08-02 $48.55 $9.71 $0.08 0.4103
2023-11-08 $48.68 $9.74 $0.08 0.4322
2024-02-07 $48.82 $9.76 $0.08 0.3341
2024-05-08 $48.92 $9.78 $0.08 0.3493
2024-08-01 $52.10 $10.42 $0.08 0.3236
2024-11-07 $52.21 $10.44 $0.08 0.2583
2025-02-06 $52.30 $10.46 $0.08 0.3066
2025-05-08 $52.40 $10.48 $0.08 0.4215
2025-08-07 $55.64 $11.13 $0.09 0.4036
2025-11-06 $55.78 $11.16 $0.09 0.4127
2026-02-05 $55.93 $11.19 $0.09 0.2794
Total $969.90 $193.98 $1.55 8.1669

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.

AUPH

CAGR 12.55% Total 295.50% Final $39,550
2014-09-03 — 2026-04-21
HFWA

CAGR 4.78% Total 268.62% Final $36,862
1998-05-07 — 2026-04-21
REZI

CAGR 6.13% Total 56.00% Final $15,600
2018-10-29 — 2026-04-21