Mechanics Bancorp (MCHB) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$3,901
Total Return
-60.99%
CAGR
-17.16%
Dividends
$817.98
Yield on Cost
8.18%

Rolling Returns

1-Month (21 Trading Days)
Average+0.40%
Median-0.19%
Best+80.19%
Worst-68.46%
% of Windows Positive48.9%
1-Year (252 Trading Days)
Average-7.45%
Median-11.70%
Best+212.94%
Worst-86.57%
% of Windows Positive35.6%
3-Year (756 Trading Days)
Average-61.07%
Median-61.71%
Best-7.66%
Worst-82.19%
% of Windows Positive0.0%

Risk Metrics

Maximum Drawdown -91.61%
Average Drawdown -57.28%
Drawdown Duration 1066 Trading Days (Unrecovered)
Sortino Ratio -0.06
Calmar Ratio -0.19
CVaR (5%) -7.39%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +4.56% (+16.94% ann.) +$455.54 $273.41 $54.68 $0.44
2025 +29.59% +$2958.88 $183.89 $36.77 $0.30
2024 +10.87% +$1087.38 $0.00 $0.00 $0.00
2023 -60.98% $6098.34 $237.97 $47.59 $0.38
2022 -45.29% $4529.18 $271.82 $54.36 $0.43
2021 +56.96% +$5695.99 $298.45 $59.69 $0.48
2020 +0.94% +$94.11 $177.60 $35.52 $0.28
2019 +60.15% +$6015.08 $0.00 $0.00 $0.00
2018 -26.67% $2666.67 $0.00 $0.00 $0.00
2017 -8.39% $838.61 $0.00 $0.00 $0.00
2016 +45.56% +$4555.50 $0.00 $0.00 $0.00
2015 +24.70% +$2469.85 $0.00 $0.00 $0.00
2014 -12.52% $1252.22 $55.00 $11.00 $0.09
2013 -20.73% $2072.74 $129.68 $25.94 $0.21
2012 partial +112.92% (+133.81% ann.) +$11291.67 $0.00 $0.00 $0.00

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Policy-led rebound / euro-sovereign-crisis overlay partial February 10, 2012 – July 25, 2012 +48.79% +139.73% +$4879.17 $0.00 $0.00 $0.00
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +84.49% +8.43% +$8448.96 $334.86 $66.97 $0.54
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -39.30% -99.66% $3929.58 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +51.37% +94.84% +$5136.63 $218.83 $43.76 $0.35
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +56.46% +52.91% +$5646.11 $305.97 $61.19 $0.49
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -46.66% -48.69% $4666.05 $286.30 $57.26 $0.46
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -41.08% -24.83% $4107.90 $242.72 $48.54 $0.39
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +3.15% +2.00% +$315.47 $409.75 $81.94 $0.65

Dividend History

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

Date Per Share Yield %
2013-04-09 $0.1100 0.51%
2013-08-01 $0.1100 0.51%
2013-10-31 $0.1100 0.58%
2014-01-30 $0.1100 0.61%
2020-02-04 $0.1500 0.47%
2020-05-01 $0.1500 0.59%
2020-08-06 $0.1500 0.53%
2020-11-05 $0.1500 0.49%
2021-02-08 $0.2500 0.62%
2021-05-10 $0.2500 0.56%
2021-08-09 $0.2500 0.63%
2021-11-08 $0.2500 0.51%
2022-02-08 $0.3500 0.71%
2022-05-09 $0.3500 0.88%
2022-08-08 $0.3500 0.98%
2022-11-07 $0.3500 1.38%
2023-02-07 $0.3500 1.21%
2023-05-09 $0.1000 1.62%
2023-08-08 $0.1000 0.90%
2023-11-07 $0.1000 1.54%
2025-12-08 $0.2100 1.37%
2026-03-09 $0.4000 2.70%
Total 22 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
2021-05-10 $57.70 $11.54 $0.09 1.0607
2021-08-09 $57.96 $11.59 $0.09 1.1835
2021-11-08 $58.26 $11.65 $0.09 0.9383
2022-02-08 $81.89 $16.38 $0.13 1.2737
2022-05-09 $82.34 $16.47 $0.13 1.6588
2022-08-08 $82.92 $16.58 $0.13 1.8492
2022-11-07 $83.56 $16.71 $0.13 2.5839
2023-02-07 $84.47 $16.89 $0.14 2.3822
2023-05-09 $24.37 $4.87 $0.04 3.1537
2023-08-08 $24.69 $4.94 $0.04 1.8017
2023-11-07 $24.87 $4.97 $0.04 3.4589
2025-12-08 $52.95 $10.59 $0.09 2.9134
2026-03-09 $102.02 $20.40 $0.16 5.7360
Total $817.98 $163.59 $1.31 29.9939

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.

NWBI

CAGR 9.66% Total 1716.58% Final $181,658
1994-11-07 — 2026-04-14
WTI

CAGR -7.37% Total -80.29% Final $1,971
2005-01-28 — 2026-04-14
EPM

CAGR -22.90% Total -99.96% Final $4.08
1996-04-11 — 2026-04-14