Mercury General Corporation (MCY) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$16,331
Total Return
63.31%
CAGR
10.31%
Dividends
$1,301.75
Yield on Cost
13.02%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.25% |
| Median | +0.97% |
| Best | +34.83% |
| Worst | -34.27% |
| % of Windows Positive | 55.5% |
1-Year (252 Trading Days)
| Average | +21.02% |
| Median | +15.14% |
| Best | +141.91% |
| Worst | -47.96% |
| % of Windows Positive | 62.7% |
3-Year (756 Trading Days)
| Average | +75.19% |
| Median | +42.71% |
| Best | +222.80% |
| Worst | -12.02% |
| % of Windows Positive | 85.4% |
Risk Metrics
| Maximum Drawdown | -55.90% |
| Average Drawdown | -24.30% |
| Drawdown Duration | 818 Trading Days |
| Sortino Ratio | 0.68 |
| Calmar Ratio | 0.18 |
| CVaR (5%) | -4.47% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -0.50% (-1.74% ann.) | $49.91 | $33.81 | $6.76 | $0.05 |
| 2025 | +43.55% | +$4354.78 | $192.52 | $38.50 | $0.31 |
| 2024 | +81.47% | +$8146.68 | $343.54 | $68.71 | $0.55 |
| 2023 | +12.64% | +$1264.32 | $376.70 | $75.34 | $0.60 |
| 2022 | -33.21% | $3321.16 | $363.35 | $72.67 | $0.58 |
| 2021 | +5.26% | +$526.08 | $491.57 | $98.31 | $0.79 |
| 2020 | +12.36% | +$1235.90 | $528.05 | $105.61 | $0.84 |
| 2019 | -2.15% | $215.00 | $492.99 | $98.60 | $0.79 |
| 2018 | +0.67% | +$67.47 | $475.77 | $95.15 | $0.76 |
| 2017 | -8.04% | $804.29 | $419.63 | $83.93 | $0.67 |
| 2016 | +34.05% | +$3405.07 | $540.71 | $108.14 | $0.87 |
| 2015 | -14.64% | $1463.80 | $442.59 | $88.52 | $0.71 |
| 2014 | +18.67% | +$1866.77 | $503.46 | $100.69 | $0.81 |
| 2013 | +31.07% | +$3106.75 | $629.83 | $125.97 | $1.01 |
| 2012 | -8.89% | $888.93 | $544.73 | $108.95 | $0.87 |
| 2011 | +11.26% | +$1125.57 | $570.90 | $114.18 | $0.91 |
| 2010 | +14.57% | +$1457.04 | $613.93 | $122.79 | $0.98 |
| 2009 | -9.63% | $963.01 | $518.98 | $103.80 | $0.83 |
| 2008 | -3.98% | $398.05 | $472.72 | $94.54 | $0.76 |
| 2007 | -2.54% | $253.66 | $399.13 | $79.83 | $0.64 |
| 2006 | -6.78% | $678.17 | $333.32 | $66.66 | $0.53 |
| 2005 | -0.47% | $46.99 | $289.72 | $57.94 | $0.46 |
| 2004 | +31.64% | +$3163.55 | $320.70 | $64.14 | $0.51 |
| 2003 | +26.99% | +$2698.73 | $354.76 | $70.95 | $0.57 |
| 2002 | -11.99% | $1199.01 | $277.08 | $55.42 | $0.44 |
| 2001 | +1.24% | +$123.66 | $182.31 | $36.46 | $0.29 |
| 2000 | +102.78% | +$10277.71 | $436.70 | $87.34 | $0.70 |
| 1999 | -48.05% | $4805.42 | $193.11 | $38.62 | $0.31 |
| 1998 | -19.78% | $1978.19 | $127.18 | $25.44 | $0.20 |
| 1997 | +112.96% | +$11296.19 | $222.07 | $44.41 | $0.36 |
| 1996 | +11.78% | +$1178.14 | $202.38 | $40.48 | $0.32 |
| 1995 | +69.00% | +$6899.68 | $280.31 | $56.06 | $0.45 |
| 1994 | -2.30% | $230.29 | $234.98 | $46.99 | $0.38 |
| 1993 | +9.69% | +$968.97 | $217.36 | $43.47 | $0.35 |
| 1992 | +85.50% | +$8549.74 | $330.56 | $66.11 | $0.53 |
| 1991 | +41.80% | +$4179.90 | $184.42 | $36.88 | $0.29 |
| 1990 | +47.23% | +$4723.37 | $100.84 | $20.16 | $0.16 |
| 1989 | +19.00% | +$1900.00 | $0.00 | $0.00 | $0.00 |
| 1988 | -7.67% | $766.51 | $283.63 | $56.72 | $0.45 |
| 1987 | -19.49% | $1948.95 | $92.26 | $18.45 | $0.16 |
| 1986 | -12.03% | $1202.54 | $0.00 | $0.00 | $0.00 |
| 1985 partial | +2.60% (+25.66% ann.) | +$259.74 | $0.00 | $0.00 | $0.00 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +39.81% | +7.58% | +$3980.97 | $1718.32 | $343.67 | $2.75 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +97.22% | +30.20% | +$9722.04 | $1238.56 | $247.71 | $1.98 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +45.48% | +7.79% | +$4547.83 | $2099.01 | $419.80 | $3.36 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -55.73% | -43.83% | $5572.80 | $538.80 | $107.76 | $0.86 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +101.19% | +23.01% | +$10118.67 | $3787.05 | $757.41 | $6.06 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +71.40% | +7.38% | +$7140.16 | $5378.66 | $1075.73 | $8.60 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -32.08% | -98.79% | $3207.69 | $122.95 | $24.59 | $0.20 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +12.22% | +20.39% | +$1222.19 | $333.14 | $66.63 | $0.53 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +25.51% | +24.06% | +$2551.19 | $601.29 | $120.26 | $0.96 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -29.41% | -30.91% | $2940.83 | $441.25 | $88.25 | $0.71 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +80.07% | +37.35% | +$8007.31 | $751.16 | $150.23 | $1.20 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +59.96% | +34.91% | +$5996.40 | $323.35 | $64.67 | $0.52 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1987-09-09 | $0.0200 | 0.44% |
| 1987-12-09 | $0.0200 | 0.57% |
| 1988-03-09 | $0.0225 | 0.67% |
| 1988-06-09 | $0.0250 | 0.84% |
| 1988-09-09 | $0.0250 | 0.73% |
| 1988-12-09 | $0.0250 | 0.84% |
| 1990-06-11 | $0.0375 | 0.88% |
| 1991-09-06 | $0.0500 | 0.70% |
| 1991-12-09 | $0.0500 | 0.66% |
| 1992-03-10 | $0.0625 | 0.77% |
| 1992-06-09 | $0.0625 | 0.63% |
| 1992-09-09 | $0.0625 | 0.54% |
| 1992-12-09 | $0.0625 | 0.45% |
| 1993-03-10 | $0.0750 | 0.43% |
| 1993-06-09 | $0.0750 | 0.47% |
| 1993-09-09 | $0.0750 | 0.43% |
| 1993-12-09 | $0.0750 | 0.49% |
| 1994-03-09 | $0.0875 | 0.58% |
| 1994-06-09 | $0.0875 | 0.57% |
| 1994-09-09 | $0.0875 | 0.62% |
| 1994-12-09 | $0.0875 | 0.63% |
| 1995-03-09 | $0.1000 | 0.66% |
| 1995-06-13 | $0.1000 | 0.59% |
| 1995-09-13 | $0.1000 | 0.53% |
| 1995-12-12 | $0.1000 | 0.41% |
| 1996-03-13 | $0.1200 | 0.57% |
| 1996-06-11 | $0.1200 | 0.54% |
| 1996-09-12 | $0.1200 | 0.51% |
| 1996-12-11 | $0.1200 | 0.44% |
| 1997-03-13 | $0.1450 | 0.46% |
| 1997-06-12 | $0.1450 | 0.39% |
| 1997-09-12 | $0.1450 | 0.35% |
| 1997-12-12 | $0.1450 | 0.28% |
| 1998-03-12 | $0.1750 | 0.29% |
| 1998-06-12 | $0.1750 | 0.28% |
| 1998-09-11 | $0.1750 | 0.47% |
| 1998-12-11 | $0.1750 | 0.41% |
| 1999-03-15 | $0.2100 | 0.56% |
| 1999-06-14 | $0.2100 | 0.58% |
| 1999-09-14 | $0.2100 | 0.69% |
| 1999-12-13 | $0.2100 | 0.95% |
| 2000-03-13 | $0.2400 | 1.09% |
| 2000-06-13 | $0.2400 | 0.94% |
| 2000-09-12 | $0.2400 | 0.85% |
| 2000-12-12 | $0.2400 | 0.59% |
| 2001-03-13 | $0.2650 | 0.78% |
| 2001-06-13 | $0.2650 | 0.74% |
| 2001-12-12 | $0.2650 | 0.63% |
| 2002-03-13 | $0.3000 | 0.70% |
| 2002-06-12 | $0.3000 | 0.64% |
| 2002-09-11 | $0.3000 | 0.68% |
| 2002-12-11 | $0.3000 | 0.77% |
| 2003-03-13 | $0.3300 | 0.95% |
| 2003-06-11 | $0.3300 | 0.72% |
| 2003-09-10 | $0.3300 | 0.75% |
| 2003-12-11 | $0.3300 | 0.72% |
| 2004-03-11 | $0.3700 | 0.71% |
| 2004-06-14 | $0.3700 | 0.72% |
| 2004-09-13 | $0.3700 | 0.72% |
| 2004-12-13 | $0.3700 | 0.66% |
| 2005-03-11 | $0.4300 | 0.78% |
| 2005-06-13 | $0.4300 | 0.78% |
| 2005-09-13 | $0.4300 | 0.71% |
| 2005-12-13 | $0.4300 | 0.73% |
| 2006-03-13 | $0.4800 | 0.88% |
| 2006-06-13 | $0.4800 | 0.86% |
| 2006-09-13 | $0.4800 | 0.96% |
| 2006-12-13 | $0.4800 | 0.89% |
| 2007-03-13 | $0.5200 | 0.98% |
| 2007-06-13 | $0.5200 | 0.94% |
| 2007-09-12 | $0.5200 | 0.97% |
| 2007-12-12 | $0.5200 | 1.01% |
| 2008-03-13 | $0.5800 | 1.32% |
| 2008-06-11 | $0.5800 | 1.11% |
| 2008-09-11 | $0.5800 | 1.10% |
| 2008-12-12 | $0.5800 | 1.37% |
| 2009-03-12 | $0.5800 | 2.48% |
| 2009-06-11 | $0.5800 | 1.67% |
| 2009-09-14 | $0.5800 | 1.56% |
| 2009-12-14 | $0.5900 | 1.55% |
| 2010-03-12 | $0.5900 | 1.37% |
| 2010-06-11 | $0.5900 | 1.37% |
| 2010-09-14 | $0.5900 | 1.48% |
| 2010-12-14 | $0.6000 | 1.36% |
| 2011-03-14 | $0.6000 | 1.53% |
| 2011-06-14 | $0.6000 | 1.52% |
| 2011-09-14 | $0.6000 | 1.54% |
| 2011-12-13 | $0.6100 | 1.33% |
| 2012-03-13 | $0.6100 | 1.37% |
| 2012-06-12 | $0.6100 | 1.40% |
| 2012-09-12 | $0.6100 | 1.55% |
| 2012-12-11 | $0.6130 | 1.44% |
| 2013-03-12 | $0.6130 | 1.66% |
| 2013-06-11 | $0.6130 | 1.39% |
| 2013-09-10 | $0.6130 | 1.34% |
| 2013-12-10 | $0.6150 | 1.24% |
| 2014-03-13 | $0.6150 | 1.35% |
| 2014-06-10 | $0.6150 | 1.29% |
| 2014-09-09 | $0.6150 | 1.20% |
| 2014-12-10 | $0.6180 | 1.05% |
| 2015-03-13 | $0.6180 | 1.10% |
| 2015-06-09 | $0.6180 | 1.10% |
| 2015-09-08 | $0.6180 | 1.26% |
| 2015-12-11 | $0.6200 | 1.24% |
| 2016-03-15 | $0.6200 | 1.16% |
| 2016-06-14 | $0.6200 | 1.17% |
| 2016-09-13 | $0.6200 | 1.13% |
| 2016-12-13 | $0.6230 | 1.02% |
| 2017-03-14 | $0.6230 | 1.05% |
| 2017-06-13 | $0.6230 | 1.11% |
| 2017-09-13 | $0.6230 | 1.07% |
| 2017-12-13 | $0.6250 | 1.17% |
| 2018-03-14 | $0.6250 | 1.33% |
| 2018-06-13 | $0.6250 | 1.30% |
| 2018-09-12 | $0.6250 | 1.17% |
| 2018-12-12 | $0.6280 | 1.12% |
| 2019-03-13 | $0.6280 | 1.23% |
| 2019-06-12 | $0.6280 | 1.04% |
| 2019-09-11 | $0.6280 | 1.14% |
| 2019-12-11 | $0.6300 | 1.27% |
| 2020-03-16 | $0.6300 | 1.56% |
| 2020-06-10 | $0.6300 | 1.42% |
| 2020-09-14 | $0.6300 | 1.43% |
| 2020-12-15 | $0.6330 | 1.25% |
| 2021-03-16 | $0.6330 | 1.02% |
| 2021-06-15 | $0.6330 | 1.05% |
| 2021-09-15 | $0.6330 | 1.09% |
| 2021-12-15 | $0.6350 | 1.19% |
| 2022-03-15 | $0.6350 | 1.19% |
| 2022-06-15 | $0.6350 | 1.40% |
| 2022-09-14 | $0.3180 | 0.95% |
| 2022-12-14 | $0.3180 | 0.90% |
| 2023-03-14 | $0.3180 | 1.06% |
| 2023-06-14 | $0.3180 | 1.07% |
| 2023-09-13 | $0.3180 | 1.09% |
| 2023-12-13 | $0.3180 | 0.80% |
| 2024-03-12 | $0.3180 | 0.67% |
| 2024-06-13 | $0.3180 | 0.61% |
| 2024-09-12 | $0.3180 | 0.55% |
| 2024-12-12 | $0.3180 | 0.44% |
| 2025-03-13 | $0.3180 | 0.58% |
| 2025-06-12 | $0.3180 | 0.49% |
| 2025-09-11 | $0.3180 | 0.41% |
| 2025-12-10 | $0.3180 | 0.35% |
| 2026-03-12 | $0.3180 | 0.36% |
| Total | 145 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 |
|---|---|---|---|---|
| 2021-06-15 | $97.28 | $19.46 | $0.16 | 1.2947 |
| 2021-09-15 | $98.10 | $19.62 | $0.16 | 1.3643 |
| 2021-12-15 | $99.28 | $19.86 | $0.16 | 1.5023 |
| 2022-03-15 | $100.23 | $20.05 | $0.16 | 1.5313 |
| 2022-06-15 | $101.20 | $20.24 | $0.16 | 1.7912 |
| 2022-09-14 | $51.25 | $10.25 | $0.08 | 1.1975 |
| 2022-12-14 | $51.63 | $10.33 | $0.08 | 1.1935 |
| 2023-03-14 | $52.01 | $10.40 | $0.08 | 1.3557 |
| 2023-06-14 | $52.44 | $10.49 | $0.08 | 1.4368 |
| 2023-09-13 | $52.90 | $10.58 | $0.08 | 1.4479 |
| 2023-12-13 | $53.36 | $10.67 | $0.09 | 1.0813 |
| 2024-03-12 | $53.70 | $10.74 | $0.09 | 0.9096 |
| 2024-06-13 | $53.99 | $10.80 | $0.09 | 0.8474 |
| 2024-09-12 | $54.26 | $10.85 | $0.09 | 0.7486 |
| 2024-12-12 | $54.50 | $10.90 | $0.09 | 0.6070 |
| 2025-03-13 | $54.69 | $10.94 | $0.09 | 0.7871 |
| 2025-06-12 | $54.94 | $10.99 | $0.09 | 0.6727 |
| 2025-09-11 | $55.16 | $11.03 | $0.09 | 0.5572 |
| 2025-12-10 | $55.33 | $11.07 | $0.09 | 0.4891 |
| 2026-03-12 | $55.49 | $11.10 | $0.09 | 0.5059 |
| Total | $1301.75 | $260.35 | $2.08 | 21.3208 |
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.