Meta Platforms, Inc. (META) Stock Total Returns
Growth of $10,000 chart
2021-03-18 to 2026-03-18 to
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| Final Value | Total Return | CAGR | Dividends | Yield on Cost | |
|---|---|---|---|---|---|
| Nominal | $22,234.48 | 122.34% | 17.33% | $166.49 | 1.66% |
| Real * | $17,990.81 | 79.91% | 12.46% | $138.07 | 1.38% |
* Adjusted to Mar 2021 purchasing power (US CPI-U) Taxes: $33.30 · Transaction costs: $0.27 Reinvested dividends with 20% tax, 0.2% cost per reinvestment.
Rolling 1-Year Returns (252 Trading Days)
| Metric | Value |
|---|---|
| Average Rolling Return | +41.42% |
| Median Rolling Return | +38.83% |
| Best Rolling Return | +255.19% |
| Worst Rolling Return | -73.19% |
| % of Windows Positive | 70.9% |
Risk Metrics
| Metric | Value |
|---|---|
| Maximum Drawdown | -76.74% |
| Drawdown Duration | 595 Trading Days |
| Sortino Ratio | 0.86 |
| Calmar Ratio | 0.33 |
| CVaR (5%) | -5.90% |
Yearly Returns
| Year | Return | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -6.67% (-27.91% ann.) | $666.56 | $7.95 | $1.59 | $0.01 |
| 2025 | +13.02% | +$1301.77 | $35.90 | $7.18 | $0.06 |
| 2024 | +65.92% | +$6591.93 | $56.57 | $11.31 | $0.09 |
| 2023 | +194.13% | +$19413.32 | $0.00 | $0.00 | $0.00 |
| 2022 | -64.22% | $6422.18 | $0.00 | $0.00 | $0.00 |
| 2021 | +23.13% | +$2313.30 | $0.00 | $0.00 | $0.00 |
| 2020 | +33.09% | +$3308.65 | $0.00 | $0.00 | $0.00 |
| 2019 | +56.57% | +$5657.18 | $0.00 | $0.00 | $0.00 |
| 2018 | -25.71% | $2571.12 | $0.00 | $0.00 | $0.00 |
| 2017 | +53.38% | +$5337.68 | $0.00 | $0.00 | $0.00 |
| 2016 | +9.93% | +$992.74 | $0.00 | $0.00 | $0.00 |
| 2015 | +34.15% | +$3414.51 | $0.00 | $0.00 | $0.00 |
| 2014 | +42.76% | +$4276.30 | $0.00 | $0.00 | $0.00 |
| 2013 | +105.30% | +$10529.68 | $0.00 | $0.00 | $0.00 |
| 2012 partial | -30.37% (-44.14% ann.) | $3036.88 | $0.00 | $0.00 | $0.00 |
Market Regime Returns
| Regime | Period | Return | Ann. Return | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Policy-led rebound / euro-sovereign-crisis overlay partial | 2012-05-18 – 2012-07-25 | -23.25% | -75.87% | $2325.40 | $0.00 | $0.00 | $0.00 |
| Secular stagnation / QE / low inflation / duration bull | 2012-07-26 – 2020-02-19 | +710.02% | +31.84% | +$71001.87 | $0.00 | $0.00 | $0.00 |
| Pandemic shock / liquidity crash | 2020-02-20 – 2020-03-23 | -30.98% | -98.55% | $3098.15 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | 2020-03-24 – 2020-11-06 | +82.26% | +162.71% | +$8226.49 | $0.00 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | 2020-11-09 – 2021-11-29 | +21.26% | +20.06% | +$2125.77 | $0.00 | $0.00 | $0.00 |
| Inflation shock / duration crash / aggressive tightening | 2021-11-30 – 2022-11-09 | -68.73% | -70.89% | $6872.65 | $0.00 | $0.00 | $0.00 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | 2022-11-10 – 2024-09-17 | +380.56% | +133.24% | +$38056.19 | $134.20 | $26.84 | $0.22 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | 2024-09-18 – 2026-03-18 | +14.88% | +9.73% | +$1488.37 | $58.18 | $11.64 | $0.09 |
Dividend History
| Date | Per Share | Yield % | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|---|---|
| 2024-02-21 | $0.5000 | 0.11% | $17.95 | $3.59 | $0.03 | 0.0306 |
| 2024-06-14 | $0.5000 | 0.10% | $17.96 | $3.59 | $0.03 | 0.0284 |
| 2024-09-16 | $0.5000 | 0.10% | $17.97 | $3.59 | $0.03 | 0.0269 |
| 2024-12-16 | $0.5000 | 0.08% | $17.99 | $3.60 | $0.03 | 0.0230 |
| 2025-03-14 | $0.5250 | 0.09% | $18.90 | $3.78 | $0.03 | 0.0248 |
| 2025-06-16 | $0.5250 | 0.08% | $18.91 | $3.78 | $0.03 | 0.0215 |
| 2025-09-22 | $0.5250 | 0.07% | $18.92 | $3.78 | $0.03 | 0.0197 |
| 2025-12-15 | $0.5250 | 0.08% | $18.94 | $3.79 | $0.03 | 0.0233 |
| 2026-03-16 | $0.5250 | 0.09% | $18.95 | $3.79 | $0.03 | 0.0241 |
| Total | 9 payments | $166.49 | $33.30 | $0.27 | 0.2225 |