MongoDB, Inc. (MDB) Stock Total Returns

Growth of $10,000 chart

2021-06-03 to 2026-06-03
to
$
%
%
Loading chart…

Investment Performance

Final Value
$13,584
Total Return
35.84%
CAGR
6.32%
Dividends
$0.00
Yield on Cost
0.00%

Rolling Returns

1-Month (21 Trading Days)
Average+1.71%
Median+1.94%
Best+70.64%
Worst-47.85%
% of Windows Positive54.3%
1-Year (252 Trading Days)
Average+6.07%
Median-9.35%
Best+193.04%
Worst-76.19%
% of Windows Positive45.0%
3-Year (756 Trading Days)
Average+1.20%
Median-25.64%
Best+190.55%
Worst-67.91%
% of Windows Positive37.0%

Risk Metrics

Maximum Drawdown -76.52%
Average Drawdown -43.91%
Drawdown Duration 1139 Trading Days (Unrecovered)
Sortino Ratio 0.67
Calmar Ratio 0.08
CVaR (5%) -9.34%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -12.24% (-26.63% ann.) $1224.00 $0.00 $0.00 $0.00
2025 +80.27% +$8027.15 $0.00 $0.00 $0.00
2024 -43.06% $4305.74 $0.00 $0.00 $0.00
2023 +107.71% +$10770.68 $0.00 $0.00 $0.00
2022 -62.81% $6281.48 $0.00 $0.00 $0.00
2021 +47.43% +$4743.48 $0.00 $0.00 $0.00
2020 +172.81% +$17280.60 $0.00 $0.00 $0.00
2019 +57.17% +$5716.50 $0.00 $0.00 $0.00
2018 +182.14% +$18214.27 $0.00 $0.00 $0.00
2017 partial -7.45% (-32.86% ann.) $745.24 $0.00 $0.00 $0.00

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Secular stagnation / QE / low inflation / duration bull partial October 19, 2017 – February 19, 2020 +461.55% +109.36% +$46155.28 $0.00 $0.00 $0.00
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -29.49% -98.15% $2949.47 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +85.00% +169.09% +$8500.33 $0.00 $0.00 $0.00
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +119.26% +110.60% +$11925.88 $0.00 $0.00 $0.00
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -72.43% -74.53% $7242.52 $0.00 $0.00 $0.00
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +78.14% +36.55% +$7813.66 $0.00 $0.00 $0.00
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – June 3, 2026 +31.49% +17.41% +$3149.12 $0.00 $0.00 $0.00

Dividend History

Date Per Share Yield %
Total 0 payments
No dividends recorded.

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.

NBHC

CAGR 7.17% Total 158.19% Final $25,819
2012-09-20 — 2026-06-03
VLO

CAGR 11.67% Total 13328.87% Final $1,342,887
1982-01-04 — 2026-06-03
DOCN

CAGR 31.13% Total 308.66% Final $40,866
2021-03-24 — 2026-06-03