Mondelez International, Inc. (MDLZ) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$10,996
Total Return
9.96%
CAGR
1.92%
Dividends
$1,500.80
Yield on Cost
15.01%

Rolling Returns

1-Month (21 Trading Days)
Average+0.25%
Median-0.03%
Best+18.96%
Worst-14.57%
% of Windows Positive49.8%
1-Year (252 Trading Days)
Average+1.99%
Median+1.54%
Best+28.86%
Worst-25.10%
% of Windows Positive56.0%
3-Year (756 Trading Days)
Average+7.81%
Median+10.33%
Best+32.35%
Worst-17.58%
% of Windows Positive69.8%

Risk Metrics

Maximum Drawdown -30.20%
Average Drawdown -9.48%
Drawdown Duration 732 Trading Days (Unrecovered)
Sortino Ratio 0.27
Calmar Ratio 0.06
CVaR (5%) -2.84%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +8.19% (+31.86% ann.) +$819.36 $92.88 $18.58 $0.15
2025 -7.61% $761.27 $327.63 $65.53 $0.52
2024 -15.76% $1575.51 $249.06 $49.81 $0.40
2023 +10.67% +$1066.97 $244.74 $48.95 $0.39
2022 +2.43% +$243.31 $223.28 $44.66 $0.36
2021 +15.38% +$1538.27 $228.98 $45.80 $0.37
2020 +8.05% +$805.02 $219.38 $43.88 $0.35
2019 +39.85% +$3985.16 $274.01 $54.81 $0.44
2018 -4.72% $471.59 $225.86 $45.17 $0.36
2017 -1.96% $196.32 $186.03 $37.21 $0.30
2016 +0.21% +$20.56 $161.42 $32.28 $0.26
2015 +24.98% +$2497.69 $177.05 $35.40 $0.29
2014 +4.25% +$425.41 $165.11 $33.02 $0.26
2013 +41.09% +$4108.96 $264.95 $52.99 $0.42
2012 -2.22% $221.69 $4146.83 $829.37 $6.63
2011 +21.81% +$2180.99 $372.05 $74.40 $0.60
2010 +19.48% +$1948.04 $431.73 $86.35 $0.69
2009 +4.96% +$495.74 $438.21 $87.65 $0.70
2008 -15.21% $1520.51 $347.01 $69.39 $0.56
2007 -6.28% $628.33 $294.11 $58.83 $0.47
2006 +29.75% +$2975.25 $343.99 $68.80 $0.56
2005 -19.09% $1909.37 $246.29 $49.26 $0.40
2004 +12.62% +$1261.81 $240.71 $48.15 $0.39
2003 -15.79% $1578.74 $170.66 $34.13 $0.27
2002 +15.72% +$1572.21 $165.28 $33.06 $0.27
2001 partial +9.23% (+17.40% ann.) +$922.79 $41.60 $8.32 $0.07

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Dot-com bust / post-bubble disinflation scare partial June 13, 2001 – October 9, 2002 +20.12% +14.87% +$2012.22 $173.58 $34.72 $0.29
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +3.62% +0.71% +$362.06 $1203.38 $240.69 $1.94
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -35.31% -26.53% $3531.43 $414.11 $82.81 $0.67
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +98.00% +22.43% +$9800.35 $1965.44 $393.10 $3.14
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +137.42% +12.10% +$13742.30 $5827.01 $1165.41 $9.32
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -28.98% -97.99% $2898.03 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +21.29% +36.41% +$2128.53 $190.55 $38.11 $0.31
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +10.34% +9.78% +$1033.78 $233.11 $46.62 $0.37
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 +9.57% +10.19% +$956.78 $245.11 $49.02 $0.39
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +19.43% +10.05% +$1942.70 $445.58 $89.11 $0.71
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 -19.54% -12.94% $1953.97 $458.37 $91.68 $0.73

Dividend History

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

Date Per Share Yield %
2001-12-20 $0.1300 0.38%
2002-03-13 $0.1300 0.35%
2002-06-26 $0.1300 0.32%
2002-09-12 $0.1500 0.38%
2002-12-19 $0.1500 0.38%
2003-03-12 $0.1500 0.54%
2003-06-25 $0.1500 0.45%
2003-09-11 $0.1800 0.61%
2003-12-18 $0.1800 0.57%
2004-03-11 $0.1800 0.53%
2004-06-23 $0.1800 0.58%
2004-09-10 $0.2050 0.65%
2004-12-20 $0.2050 0.57%
2005-03-11 $0.2050 0.62%
2005-06-24 $0.2050 0.64%
2005-09-02 $0.2300 0.74%
2005-12-22 $0.2300 0.82%
2006-03-13 $0.2300 0.75%
2006-06-26 $0.2300 0.74%
2006-09-07 $0.2500 0.75%
2006-12-22 $0.2500 0.69%
2007-03-13 $0.2500 0.78%
2007-06-26 $0.2500 0.70%
2007-09-06 $0.2700 0.83%
2007-12-21 $0.2700 0.82%
2008-03-12 $0.2700 0.86%
2008-06-25 $0.2700 0.92%
2008-09-22 $0.2900 0.83%
2008-12-23 $0.2900 1.08%
2009-03-23 $0.2900 1.31%
2009-06-26 $0.2900 1.12%
2009-09-28 $0.2900 1.09%
2009-12-28 $0.2900 1.05%
2010-03-29 $0.2900 0.95%
2010-06-28 $0.2900 0.99%
2010-09-28 $0.2900 0.91%
2010-12-29 $0.2900 0.91%
2011-03-29 $0.2900 0.92%
2011-06-28 $0.2900 0.84%
2011-09-28 $0.2900 0.83%
2011-12-28 $0.2900 0.77%
2012-03-28 $0.2900 0.76%
2012-06-27 $0.2900 0.77%
2012-09-17 $0.2900 0.73%
2012-10-02 $14.1730 33.33%
2012-12-27 $0.1300 0.51%
2013-03-27 $0.2600 0.86%
2013-06-27 $0.1300 0.45%
2013-09-26 $0.1400 0.44%
2013-12-27 $0.1400 0.40%
2014-03-27 $0.1400 0.41%
2014-06-26 $0.1400 0.38%
2014-09-26 $0.1500 0.43%
2014-12-29 $0.1500 0.40%
2015-03-27 $0.1500 0.43%
2015-06-26 $0.1500 0.37%
2015-09-28 $0.1700 0.40%
2015-12-29 $0.1700 0.38%
2016-03-29 $0.1700 0.43%
2016-06-28 $0.1700 0.41%
2016-09-28 $0.1900 0.44%
2016-12-28 $0.1900 0.42%
2017-03-29 $0.1900 0.43%
2017-06-28 $0.1900 0.43%
2017-09-28 $0.2200 0.54%
2017-12-28 $0.2200 0.51%
2018-03-28 $0.2200 0.54%
2018-06-28 $0.2200 0.54%
2018-09-27 $0.2600 0.60%
2018-12-28 $0.2600 0.65%
2019-03-28 $0.2600 0.52%
2019-06-27 $0.2600 0.48%
2019-09-27 $0.2850 0.51%
2019-12-30 $0.2850 0.52%
2020-03-30 $0.2850 0.60%
2020-06-29 $0.2850 0.57%
2020-09-29 $0.3150 0.55%
2020-12-30 $0.3150 0.54%
2021-03-30 $0.3150 0.52%
2021-06-29 $0.3150 0.50%
2021-09-29 $0.3500 0.60%
2021-12-30 $0.3500 0.53%
2022-03-30 $0.3500 0.56%
2022-06-29 $0.3500 0.57%
2022-09-29 $0.3850 0.66%
2022-12-29 $0.3850 0.58%
2023-03-30 $0.3850 0.55%
2023-06-29 $0.3850 0.53%
2023-09-28 $0.4250 0.61%
2023-12-28 $0.4250 0.59%
2024-03-27 $0.4250 0.61%
2024-06-28 $0.4250 0.64%
2024-09-30 $0.4700 0.63%
2024-12-31 $0.4700 0.79%
2025-03-31 $0.4700 0.69%
2025-06-30 $0.4700 0.69%
2025-09-30 $0.5000 0.80%
2025-12-31 $0.5000 0.91%
2026-03-31 $0.5000 0.86%
Total 99 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
2021-06-29 $54.01 $10.80 $0.09 0.6917
2021-09-29 $60.26 $12.05 $0.10 0.8147
2021-12-30 $60.54 $12.11 $0.10 0.7351
2022-03-30 $60.80 $12.16 $0.10 0.7736
2022-06-29 $61.07 $12.21 $0.10 0.7858
2022-09-29 $67.48 $13.50 $0.11 0.9507
2022-12-29 $67.84 $13.57 $0.11 0.8088
2023-03-30 $68.15 $13.63 $0.11 0.7821
2023-06-29 $68.46 $13.69 $0.11 0.7562
2023-09-28 $75.89 $15.18 $0.12 0.8732
2023-12-28 $76.26 $15.25 $0.12 0.8426
2024-03-27 $76.62 $15.32 $0.12 0.8727
2024-06-28 $76.99 $15.40 $0.12 0.9393
2024-09-30 $85.58 $17.12 $0.14 0.9275
2024-12-31 $86.02 $17.21 $0.14 1.1498
2025-03-31 $86.56 $17.31 $0.14 1.0186
2025-06-30 $87.04 $17.41 $0.14 1.0304
2025-09-30 $93.11 $18.62 $0.15 1.1900
2025-12-31 $93.71 $18.74 $0.15 1.3898
2026-03-31 $94.40 $18.88 $0.15 1.3076
Total $1500.80 $300.16 $2.40 18.6402

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.

AME

CAGR 13.81% Total 22031.05% Final $2,213,105
1984-07-19 — 2026-04-14
GCO

CAGR 2.05% Total 194.54% Final $29,454
1973-02-21 — 2026-04-14
PNFP

CAGR 12.80% Total 2095.18% Final $219,518
2000-08-22 — 2026-04-14