Medallion Financial Corp. (MFIN) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$12,228
Total Return
22.28%
CAGR
4.11%
Dividends
$2,114.26
Yield on Cost
21.14%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.09% |
| Median | +0.63% |
| Best | +48.75% |
| Worst | -33.99% |
| % of Windows Positive | 52.8% |
1-Year (252 Trading Days)
| Average | +10.15% |
| Median | +9.41% |
| Best | +59.81% |
| Worst | -32.22% |
| % of Windows Positive | 69.7% |
3-Year (756 Trading Days)
| Average | +36.35% |
| Median | +34.49% |
| Best | +100.92% |
| Worst | -18.39% |
| % of Windows Positive | 91.6% |
Risk Metrics
| Maximum Drawdown | -41.21% |
| Average Drawdown | -14.95% |
| Drawdown Duration | 340 Trading Days |
| Sortino Ratio | 0.44 |
| Calmar Ratio | 0.10 |
| CVaR (5%) | -5.49% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -4.83% (-11.08% ann.) | $483.05 | $254.20 | $50.84 | $0.41 |
| 2025 | +13.96% | +$1396.25 | $508.26 | $101.65 | $0.81 |
| 2024 | -0.84% | $84.04 | $422.75 | $84.55 | $0.68 |
| 2023 | +42.77% | +$4276.84 | $482.61 | $96.52 | $0.77 |
| 2022 | +27.15% | +$2715.39 | $558.02 | $111.60 | $0.89 |
| 2021 | +18.37% | +$1836.74 | $0.00 | $0.00 | $0.00 |
| 2020 | -32.60% | $3259.97 | $0.00 | $0.00 | $0.00 |
| 2019 | +55.01% | +$5501.06 | $0.00 | $0.00 | $0.00 |
| 2018 | +32.86% | +$3286.13 | $0.00 | $0.00 | $0.00 |
| 2017 | +16.89% | +$1688.75 | $0.00 | $0.00 | $0.00 |
| 2016 | -54.19% | $5418.67 | $867.07 | $173.41 | $1.39 |
| 2015 | -23.51% | $2350.65 | $1018.83 | $203.77 | $1.63 |
| 2014 | -25.89% | $2589.49 | $676.23 | $135.24 | $1.08 |
| 2013 | +28.19% | +$2819.38 | $772.56 | $154.51 | $1.23 |
| 2012 | +9.36% | +$935.60 | $745.63 | $149.13 | $1.19 |
| 2011 | +47.06% | +$4706.42 | $874.18 | $174.83 | $1.41 |
| 2010 | +6.65% | +$665.19 | $751.48 | $150.30 | $1.20 |
| 2009 | +16.29% | +$1629.29 | $1030.66 | $206.14 | $1.65 |
| 2008 | -18.56% | $1856.24 | $776.03 | $155.20 | $1.24 |
| 2007 | -14.51% | $1451.38 | $626.30 | $125.25 | $1.00 |
| 2006 | +14.72% | +$1471.73 | $595.57 | $119.11 | $0.95 |
| 2005 | +20.91% | +$2091.02 | $523.68 | $104.74 | $0.83 |
| 2004 | +5.54% | +$553.59 | $352.04 | $70.40 | $0.55 |
| 2003 | +145.70% | +$14570.16 | $231.52 | $46.31 | $0.39 |
| 2002 | -50.38% | $5038.50 | $37.97 | $7.60 | $0.06 |
| 2001 | -44.34% | $4434.10 | $262.14 | $52.43 | $0.42 |
| 2000 | -12.95% | $1294.69 | $694.61 | $138.92 | $1.11 |
| 1999 | +32.50% | +$3249.90 | $925.92 | $185.19 | $1.48 |
| 1998 | -31.20% | $3119.58 | $564.43 | $112.88 | $0.91 |
| 1997 | +49.90% | +$4990.12 | $632.41 | $126.47 | $1.00 |
| 1996 partial | +18.45% (+32.12% ann.) | +$1844.66 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania partial | May 23, 1996 – March 10, 2000 | +55.10% | +12.25% | +$5509.79 | $2882.37 | $576.46 | $4.61 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | -68.98% | -36.54% | $6897.59 | $993.11 | $198.62 | $1.59 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +174.32% | +22.38% | +$17432.26 | $5010.78 | $1002.12 | $7.98 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -63.93% | -51.42% | $6393.47 | $901.17 | $180.23 | $1.44 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +195.24% | +37.81% | +$19523.59 | $5977.69 | $1195.55 | $9.58 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | -19.86% | -2.88% | $1985.93 | $3921.73 | $784.34 | $6.28 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -68.38% | -100.00% | $6837.61 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +26.72% | +46.38% | +$2672.06 | $0.00 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +126.14% | +116.87% | +$12613.63 | $0.00 | $0.00 | $0.00 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -10.63% | -11.25% | $1063.01 | $306.07 | $61.22 | $0.49 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +21.33% | +10.99% | +$2132.81 | $1085.16 | $217.03 | $1.74 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +32.11% | +17.73% | +$3210.81 | $1113.35 | $222.67 | $1.79 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1997-05-06 | $0.2200 | 1.25% |
| 1997-08-14 | $0.2200 | 1.14% |
| 1997-11-13 | $0.2400 | 1.10% |
| 1997-12-29 | $0.2700 | 1.32% |
| 1998-05-14 | $0.2800 | 1.02% |
| 1998-08-13 | $0.3000 | 1.61% |
| 1998-11-12 | $0.3000 | 1.94% |
| 1998-12-29 | $0.3400 | 2.41% |
| 1999-05-13 | $0.2880 | 1.63% |
| 1999-08-19 | $0.2900 | 1.51% |
| 1999-11-17 | $0.3200 | 1.62% |
| 1999-12-29 | $0.4000 | 2.19% |
| 2000-05-18 | $0.3500 | 1.95% |
| 2000-08-23 | $0.3600 | 2.18% |
| 2000-10-11 | $0.1500 | 0.92% |
| 2000-12-06 | $0.3600 | 2.84% |
| 2001-05-22 | $0.1400 | 1.20% |
| 2001-08-29 | $0.1500 | 1.44% |
| 2001-12-27 | $0.0900 | 1.09% |
| 2002-08-29 | $0.0300 | 0.63% |
| 2003-05-14 | $0.0100 | 0.17% |
| 2003-08-06 | $0.0300 | 0.46% |
| 2003-11-12 | $0.0500 | 0.60% |
| 2004-03-10 | $0.0700 | 0.84% |
| 2004-05-12 | $0.0800 | 0.97% |
| 2004-08-10 | $0.0800 | 1.01% |
| 2004-11-09 | $0.1000 | 1.11% |
| 2005-03-09 | $0.1100 | 1.19% |
| 2005-05-18 | $0.1200 | 1.27% |
| 2005-08-17 | $0.1300 | 1.26% |
| 2005-11-23 | $0.1400 | 1.40% |
| 2006-03-08 | $0.1500 | 1.19% |
| 2006-05-11 | $0.1600 | 1.19% |
| 2006-08-16 | $0.1700 | 1.43% |
| 2006-11-21 | $0.1800 | 1.48% |
| 2007-03-28 | $0.1900 | 1.56% |
| 2007-05-16 | $0.1900 | 1.55% |
| 2007-08-15 | $0.1900 | 1.66% |
| 2007-11-20 | $0.1900 | 1.92% |
| 2008-03-12 | $0.1900 | 1.92% |
| 2008-05-14 | $0.1900 | 1.90% |
| 2008-08-13 | $0.1900 | 1.86% |
| 2008-11-19 | $0.1900 | 2.52% |
| 2009-03-13 | $0.1900 | 3.28% |
| 2009-05-20 | $0.1900 | 2.52% |
| 2009-08-26 | $0.1900 | 2.23% |
| 2009-11-18 | $0.1900 | 2.24% |
| 2010-03-11 | $0.1500 | 1.86% |
| 2010-05-19 | $0.1500 | 1.89% |
| 2010-08-18 | $0.1500 | 2.04% |
| 2010-11-12 | $0.1500 | 1.73% |
| 2011-03-14 | $0.1600 | 1.88% |
| 2011-05-18 | $0.1700 | 1.84% |
| 2011-08-17 | $0.1800 | 1.88% |
| 2011-11-14 | $0.1900 | 1.62% |
| 2012-03-21 | $0.2000 | 1.78% |
| 2012-05-11 | $0.2100 | 1.77% |
| 2012-08-14 | $0.2100 | 1.78% |
| 2012-11-14 | $0.2100 | 1.79% |
| 2013-03-19 | $0.2200 | 1.69% |
| 2013-05-15 | $0.2200 | 1.39% |
| 2013-08-14 | $0.2200 | 1.48% |
| 2013-11-13 | $0.2300 | 1.42% |
| 2014-03-12 | $0.2300 | 1.61% |
| 2014-05-14 | $0.2400 | 1.70% |
| 2014-08-12 | $0.2400 | 2.05% |
| 2014-11-10 | $0.2400 | 2.11% |
| 2015-03-13 | $0.2400 | 2.31% |
| 2015-05-12 | $0.2500 | 2.27% |
| 2015-08-13 | $0.2500 | 2.89% |
| 2015-11-10 | $0.2500 | 2.85% |
| 2016-03-29 | $0.2500 | 2.53% |
| 2016-05-16 | $0.2500 | 3.26% |
| 2016-08-22 | $0.0500 | 0.97% |
| 2016-11-28 | $0.0500 | 1.42% |
| 2022-03-11 | $0.0800 | 0.94% |
| 2022-05-13 | $0.0800 | 1.07% |
| 2022-08-12 | $0.0800 | 0.99% |
| 2022-11-14 | $0.0800 | 1.16% |
| 2023-03-14 | $0.0800 | 1.00% |
| 2023-05-12 | $0.0800 | 1.18% |
| 2023-08-14 | $0.0800 | 0.94% |
| 2023-11-14 | $0.1000 | 1.12% |
| 2024-03-14 | $0.1000 | 1.26% |
| 2024-05-14 | $0.1000 | 1.24% |
| 2024-08-15 | $0.1000 | 1.26% |
| 2024-11-15 | $0.1100 | 1.13% |
| 2025-03-17 | $0.1100 | 1.23% |
| 2025-05-15 | $0.1200 | 1.29% |
| 2025-08-15 | $0.1200 | 1.15% |
| 2025-11-12 | $0.1200 | 1.20% |
| 2026-03-19 | $0.1200 | 1.35% |
| 2026-05-11 | $0.1400 | 1.45% |
| Total | 93 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-06-03 to 2026-06-03. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2022-03-11 | $86.39 | $17.28 | $0.14 | 7.6217 |
| 2022-05-13 | $87.00 | $17.40 | $0.14 | 9.0565 |
| 2022-08-12 | $87.73 | $17.55 | $0.14 | 8.3983 |
| 2022-11-14 | $88.40 | $17.68 | $0.14 | 10.4560 |
| 2023-03-14 | $89.23 | $17.85 | $0.14 | 8.8394 |
| 2023-05-12 | $89.94 | $17.99 | $0.15 | 10.8148 |
| 2023-08-14 | $90.81 | $18.16 | $0.15 | 8.6932 |
| 2023-11-14 | $114.38 | $22.87 | $0.18 | 10.5695 |
| 2024-03-14 | $115.44 | $23.09 | $0.19 | 11.7707 |
| 2024-05-14 | $116.61 | $23.32 | $0.19 | 11.5228 |
| 2024-08-15 | $117.76 | $23.55 | $0.19 | 12.1165 |
| 2024-11-15 | $130.87 | $26.18 | $0.21 | 10.9644 |
| 2025-03-17 | $132.08 | $26.42 | $0.21 | 12.0243 |
| 2025-05-15 | $145.53 | $29.10 | $0.23 | 12.4938 |
| 2025-08-15 | $147.03 | $29.41 | $0.24 | 11.5883 |
| 2025-11-12 | $148.42 | $29.68 | $0.24 | 11.8618 |
| 2026-03-19 | $149.84 | $29.97 | $0.24 | 14.0418 |
| 2026-05-11 | $176.78 | $35.35 | $0.28 | 15.0474 |
| Total | $2114.26 | $422.85 | $3.39 | 197.8811 |
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.