Merchants Bancorp (MBIN) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$16,764
Total Return
67.64%
CAGR
10.89%
Dividends
$595.14
Yield on Cost
5.95%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.50% |
| Median | -0.50% |
| Best | +36.57% |
| Worst | -20.20% |
| % of Windows Positive | 48.4% |
1-Year (252 Trading Days)
| Average | +12.70% |
| Median | +5.10% |
| Best | +111.97% |
| Worst | -43.30% |
| % of Windows Positive | 56.1% |
3-Year (756 Trading Days)
| Average | +49.76% |
| Median | +43.11% |
| Best | +110.77% |
| Worst | +12.31% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -44.06% |
| Average Drawdown | -18.88% |
| Drawdown Duration | 464 Trading Days (Unrecovered) |
| Sortino Ratio | 0.67 |
| Calmar Ratio | 0.25 |
| CVaR (5%) | -5.02% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +34.05% (+100.36% ann.) | +$3404.60 | $32.30 | $6.46 | $0.05 |
| 2025 | -5.74% | $573.55 | $110.06 | $22.02 | $0.17 |
| 2024 | -13.74% | $1373.83 | $84.77 | $16.96 | $0.14 |
| 2023 | +76.60% | +$7660.38 | $132.05 | $26.41 | $0.21 |
| 2022 | -22.24% | $2223.87 | $89.03 | $17.81 | $0.14 |
| 2021 | +72.51% | +$7250.62 | $130.63 | $26.13 | $0.21 |
| 2020 | +42.12% | +$4212.08 | $163.34 | $32.67 | $0.27 |
| 2019 | -0.00% | $0.37 | $140.93 | $28.20 | $0.23 |
| 2018 | +2.22% | +$222.43 | $122.30 | $24.46 | $0.20 |
| 2017 partial | +17.37% (+153.06% ann.) | +$1736.78 | $29.76 | $5.95 | $0.05 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Secular stagnation / QE / low inflation / duration bull partial | October 27, 2017 – February 19, 2020 | +27.58% | +11.10% | +$2758.27 | $342.39 | $68.49 | $0.57 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -37.39% | -99.52% | $3739.00 | $37.44 | $7.49 | $0.06 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +55.05% | +102.53% | +$5505.14 | $116.92 | $23.38 | $0.19 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +101.59% | +94.46% | +$10158.54 | $152.31 | $30.47 | $0.25 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -21.41% | -22.57% | $2141.16 | $89.05 | $17.81 | $0.14 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +85.28% | +39.47% | +$8527.77 | $266.88 | $53.38 | $0.43 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +0.76% | +0.45% | +$76.11 | $131.69 | $26.34 | $0.21 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2017-12-14 | $0.0333 | 0.24% |
| 2018-03-14 | $0.0400 | 0.27% |
| 2018-06-14 | $0.0400 | 0.22% |
| 2018-09-13 | $0.0400 | 0.22% |
| 2018-12-13 | $0.0400 | 0.28% |
| 2019-03-14 | $0.0467 | 0.34% |
| 2019-06-13 | $0.0467 | 0.42% |
| 2019-09-12 | $0.0467 | 0.41% |
| 2019-12-12 | $0.0467 | 0.38% |
| 2020-03-12 | $0.0533 | 0.50% |
| 2020-06-12 | $0.0533 | 0.49% |
| 2020-09-14 | $0.0533 | 0.40% |
| 2020-12-14 | $0.0533 | 0.28% |
| 2021-03-12 | $0.0600 | 0.21% |
| 2021-06-14 | $0.0600 | 0.22% |
| 2021-09-14 | $0.0600 | 0.24% |
| 2021-12-14 | $0.0600 | 0.20% |
| 2022-03-14 | $0.0700 | 0.25% |
| 2022-06-14 | $0.0700 | 0.31% |
| 2022-09-14 | $0.0700 | 0.28% |
| 2022-12-14 | $0.0700 | 0.28% |
| 2023-03-14 | $0.0800 | 0.31% |
| 2023-06-14 | $0.0800 | 0.30% |
| 2023-09-14 | $0.0800 | 0.29% |
| 2023-12-14 | $0.0800 | 0.20% |
| 2024-03-14 | $0.0900 | 0.21% |
| 2024-06-14 | $0.0900 | 0.22% |
| 2024-09-13 | $0.0900 | 0.21% |
| 2024-12-13 | $0.0900 | 0.23% |
| 2025-03-14 | $0.1000 | 0.27% |
| 2025-06-13 | $0.1000 | 0.31% |
| 2025-09-15 | $0.1000 | 0.31% |
| 2025-12-15 | $0.1000 | 0.28% |
| 2026-03-13 | $0.1100 | 0.26% |
| Total | 34 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-06-03 to 2026-06-03. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-06-14 | $21.18 | $4.24 | $0.03 | 0.6189 |
| 2021-09-14 | $21.22 | $4.25 | $0.03 | 0.7041 |
| 2021-12-14 | $21.26 | $4.25 | $0.03 | 0.5791 |
| 2022-03-14 | $24.84 | $4.97 | $0.04 | 0.7039 |
| 2022-06-14 | $24.89 | $4.98 | $0.04 | 0.8494 |
| 2022-09-14 | $24.95 | $4.99 | $0.04 | 0.7995 |
| 2022-12-14 | $25.01 | $5.00 | $0.04 | 0.8035 |
| 2023-03-14 | $28.65 | $5.73 | $0.05 | 0.8673 |
| 2023-06-14 | $28.72 | $5.74 | $0.05 | 0.8580 |
| 2023-09-14 | $28.78 | $5.76 | $0.05 | 0.8106 |
| 2023-12-14 | $28.85 | $5.77 | $0.05 | 0.5760 |
| 2024-03-14 | $32.51 | $6.50 | $0.05 | 0.6405 |
| 2024-06-14 | $32.57 | $6.51 | $0.05 | 0.6656 |
| 2024-09-13 | $32.63 | $6.53 | $0.05 | 0.5933 |
| 2024-12-13 | $32.68 | $6.54 | $0.05 | 0.6780 |
| 2025-03-14 | $36.38 | $7.28 | $0.06 | 0.7663 |
| 2025-06-13 | $36.45 | $7.29 | $0.06 | 0.9308 |
| 2025-09-15 | $36.55 | $7.31 | $0.06 | 0.9056 |
| 2025-12-15 | $36.64 | $7.33 | $0.06 | 0.7966 |
| 2026-03-13 | $40.39 | $8.08 | $0.06 | 0.7740 |
| Total | $595.14 | $119.04 | $0.95 | 14.9212 |
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.