Modiv Industrial, Inc. (MDV) Stock Total Returns
Growth of $10,000 chart
2022-02-11 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$3,226
Total Return
-67.74%
CAGR
-23.76%
Dividends
$850.73
Yield on Cost
8.51%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.60% |
| Median | +0.45% |
| Best | +55.27% |
| Worst | -71.05% |
| % of Windows Positive | 52.7% |
1-Year (252 Trading Days)
| Average | +11.85% |
| Median | +8.01% |
| Best | +84.18% |
| Worst | -81.37% |
| % of Windows Positive | 67.6% |
3-Year (756 Trading Days)
| Average | +38.21% |
| Median | +28.28% |
| Best | +99.30% |
| Worst | -71.49% |
| % of Windows Positive | 96.2% |
Risk Metrics
| Maximum Drawdown | -85.27% |
| Average Drawdown | -73.80% |
| Drawdown Duration | 1044 Trading Days (Unrecovered) |
| Sortino Ratio | -0.30 |
| Calmar Ratio | -0.28 |
| CVaR (5%) | -7.72% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +10.00% (+39.77% ann.) | +$1000.40 | $209.58 | $41.94 | $0.31 |
| 2025 | +3.00% | +$300.10 | $813.36 | $162.69 | $1.26 |
| 2024 | +14.72% | +$1472.02 | $860.56 | $172.06 | $1.45 |
| 2023 | +33.04% | +$3304.46 | $993.16 | $198.62 | $1.50 |
| 2022 partial | -81.35% (-85.11% ann.) | $8134.64 | $158.87 | $31.78 | $0.22 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Inflation shock / duration crash / aggressive tightening partial | February 11, 2022 – November 9, 2022 | -83.51% | -91.19% | $8350.59 | $129.30 | $25.86 | $0.18 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +90.06% | +41.40% | +$9005.58 | $2176.45 | $435.28 | $3.43 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +5.22% | +3.30% | +$522.28 | $1192.59 | $238.54 | $1.86 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2022-02-25 | $0.0886 | 0.57% |
| 2022-03-30 | $0.0886 | 0.55% |
| 2022-04-28 | $0.0886 | 0.52% |
| 2022-05-27 | $0.0886 | 0.55% |
| 2022-06-29 | $0.0886 | 0.52% |
| 2022-07-28 | $0.0886 | 0.64% |
| 2022-08-30 | $0.0886 | 0.64% |
| 2022-09-29 | $0.0886 | 0.65% |
| 2022-10-28 | $0.0886 | 0.90% |
| 2022-11-29 | $0.0886 | 0.76% |
| 2022-12-29 | $0.0886 | 0.78% |
| 2023-01-30 | $0.0886 | 0.70% |
| 2023-02-27 | $0.0886 | 0.78% |
| 2023-03-30 | $0.0886 | 0.91% |
| 2023-04-27 | $0.0886 | 0.87% |
| 2023-05-30 | $0.0886 | 0.65% |
| 2023-06-29 | $0.0886 | 0.66% |
| 2023-07-28 | $0.0886 | 0.70% |
| 2023-08-30 | $0.0886 | 0.74% |
| 2023-09-28 | $0.0886 | 0.54% |
| 2023-10-30 | $0.0886 | 0.63% |
| 2023-11-29 | $0.0886 | 0.61% |
| 2023-12-28 | $0.0886 | 0.65% |
| 2024-01-30 | $0.0960 | 0.64% |
| 2024-02-28 | $0.0960 | 0.65% |
| 2024-03-27 | $0.0960 | 0.56% |
| 2024-04-29 | $0.0960 | 0.64% |
| 2024-05-31 | $0.0960 | 0.64% |
| 2024-06-28 | $0.0960 | 0.68% |
| 2024-07-31 | $0.0960 | 0.65% |
| 2024-08-30 | $0.0960 | 0.57% |
| 2024-09-30 | $0.0960 | 0.56% |
| 2024-10-31 | $0.0960 | 0.56% |
| 2024-11-29 | $0.0960 | 0.60% |
| 2024-12-31 | $0.0960 | 0.64% |
| 2025-01-31 | $0.0980 | 0.67% |
| 2025-02-28 | $0.0980 | 0.66% |
| 2025-03-31 | $0.0980 | 0.62% |
| 2025-04-30 | $0.0980 | 0.59% |
| 2025-05-30 | $0.0980 | 0.68% |
| 2025-06-30 | $0.0980 | 0.68% |
| 2025-07-31 | $0.0980 | 0.68% |
| 2025-08-29 | $0.0980 | 0.64% |
| 2025-09-30 | $0.0980 | 0.67% |
| 2025-10-31 | $0.0980 | 0.67% |
| 2025-11-28 | $0.0980 | 0.66% |
| 2025-12-31 | $0.0980 | 0.67% |
| 2026-01-30 | $0.1000 | 0.65% |
| 2026-02-27 | $0.1000 | 0.63% |
| 2026-03-31 | $0.1000 | 0.70% |
| Total | 50 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2022-02-11 to 2026-04-14. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2022-02-25 | $14.12 | $2.82 | $0.02 | 0.7249 |
| 2022-03-30 | $14.18 | $2.84 | $0.02 | 0.6187 |
| 2022-04-28 | $14.24 | $2.85 | $0.02 | 0.6597 |
| 2022-05-27 | $14.30 | $2.86 | $0.02 | 0.6614 |
| 2022-06-29 | $14.35 | $2.87 | $0.02 | 0.7054 |
| 2022-07-28 | $14.42 | $2.88 | $0.02 | 0.8423 |
| 2022-08-30 | $14.49 | $2.90 | $0.02 | 0.8324 |
| 2022-09-29 | $14.56 | $2.91 | $0.02 | 0.8418 |
| 2022-10-28 | $14.64 | $2.93 | $0.02 | 1.1721 |
| 2022-11-29 | $14.74 | $2.95 | $0.02 | 0.9621 |
| 2022-12-29 | $14.83 | $2.97 | $0.02 | 1.0632 |
| 2023-01-30 | $14.92 | $2.98 | $0.02 | 1.0491 |
| 2023-02-27 | $15.02 | $3.00 | $0.02 | 1.0695 |
| 2023-03-30 | $15.11 | $3.02 | $0.02 | 1.2455 |
| 2023-04-27 | $15.22 | $3.04 | $0.02 | 1.2063 |
| 2023-05-30 | $15.33 | $3.07 | $0.02 | 0.9460 |
| 2023-06-29 | $15.41 | $3.08 | $0.02 | 0.9254 |
| 2023-07-28 | $15.49 | $3.10 | $0.02 | 1.0418 |
| 2023-08-30 | $15.59 | $3.12 | $0.02 | 1.0529 |
| 2023-09-28 | $15.68 | $3.14 | $0.03 | 0.7947 |
| 2023-10-30 | $15.75 | $3.15 | $0.03 | 0.8866 |
| 2023-11-29 | $15.83 | $3.17 | $0.03 | 0.8796 |
| 2023-12-28 | $15.91 | $3.18 | $0.03 | 0.9395 |
| 2024-01-30 | $17.32 | $3.46 | $0.03 | 0.9156 |
| 2024-02-28 | $17.40 | $3.48 | $0.03 | 0.9351 |
| 2024-03-27 | $17.49 | $3.50 | $0.03 | 0.8121 |
| 2024-04-29 | $17.57 | $3.51 | $0.03 | 0.9397 |
| 2024-05-31 | $17.66 | $3.53 | $0.03 | 0.9296 |
| 2024-06-28 | $17.75 | $3.55 | $0.03 | 1.0024 |
| 2024-07-31 | $17.85 | $3.57 | $0.03 | 0.9577 |
| 2024-08-30 | $17.94 | $3.59 | $0.03 | 0.8608 |
| 2024-09-30 | $18.02 | $3.60 | $0.03 | 0.8565 |
| 2024-10-31 | $18.11 | $3.62 | $0.03 | 0.8543 |
| 2024-11-29 | $18.19 | $3.64 | $0.03 | 0.9064 |
| 2024-12-31 | $18.27 | $3.65 | $0.03 | 0.9805 |
| 2025-01-31 | $18.75 | $3.75 | $0.03 | 1.0226 |
| 2025-02-28 | $18.85 | $3.77 | $0.03 | 0.9895 |
| 2025-03-31 | $18.95 | $3.79 | $0.03 | 0.9426 |
| 2025-04-30 | $19.04 | $3.81 | $0.03 | 0.9281 |
| 2025-05-30 | $19.13 | $3.83 | $0.03 | 1.0644 |
| 2025-06-30 | $19.24 | $3.85 | $0.03 | 1.0908 |
| 2025-07-31 | $19.34 | $3.87 | $0.03 | 1.0762 |
| 2025-08-29 | $19.45 | $3.89 | $0.03 | 1.0236 |
| 2025-09-30 | $19.55 | $3.91 | $0.03 | 1.0661 |
| 2025-10-31 | $19.65 | $3.93 | $0.03 | 1.0881 |
| 2025-11-28 | $19.76 | $3.95 | $0.03 | 1.0588 |
| 2025-12-31 | $19.86 | $3.97 | $0.03 | 1.1021 |
| 2026-01-30 | $20.38 | $4.08 | $0.03 | 1.0620 |
| 2026-02-27 | $20.49 | $4.10 | $0.03 | 1.0545 |
| 2026-03-31 | $20.59 | $4.12 | $0.03 | 1.1480 |
| Total | $850.73 | $170.15 | $1.31 | 47.7889 |
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.