The Middleby Corporation (MIDD) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$8,713
Total Return
-12.87%
CAGR
-2.72%
Dividends
$0.00
Yield on Cost
0.00%

Rolling Returns

1-Month (21 Trading Days)
Average-0.02%
Median-1.01%
Best+33.67%
Worst-24.68%
% of Windows Positive45.1%
1-Year (252 Trading Days)
Average-5.01%
Median-5.42%
Best+25.29%
Worst-33.38%
% of Windows Positive31.9%
3-Year (756 Trading Days)
Average-11.01%
Median-11.75%
Best+20.41%
Worst-32.74%
% of Windows Positive22.8%

Risk Metrics

Maximum Drawdown -44.38%
Average Drawdown -25.02%
Drawdown Duration 1045 Trading Days (Unrecovered)
Sortino Ratio 0.12
Calmar Ratio -0.06
CVaR (5%) -4.46%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -3.87% (-12.96% ann.) $387.43 $0.00 $0.00 $0.00
2025 +9.76% +$976.01 $0.00 $0.00 $0.00
2024 -7.96% $796.36 $0.00 $0.00 $0.00
2023 +9.91% +$991.04 $0.00 $0.00 $0.00
2022 -31.95% $3194.76 $0.00 $0.00 $0.00
2021 +52.62% +$5262.18 $0.00 $0.00 $0.00
2020 +17.71% +$1771.37 $0.00 $0.00 $0.00
2019 +6.61% +$660.96 $0.00 $0.00 $0.00
2018 -23.88% $2387.55 $0.00 $0.00 $0.00
2017 +4.77% +$476.67 $0.00 $0.00 $0.00
2016 +19.41% +$1941.23 $0.00 $0.00 $0.00
2015 +8.85% +$884.97 $0.00 $0.00 $0.00
2014 +24.02% +$2401.97 $0.00 $0.00 $0.00
2013 +86.97% +$8697.45 $0.00 $0.00 $0.00
2012 +36.34% +$3633.56 $0.00 $0.00 $0.00
2011 +11.40% +$1139.54 $0.00 $0.00 $0.00
2010 +72.22% +$7221.54 $0.00 $0.00 $0.00
2009 +79.76% +$7975.80 $0.00 $0.00 $0.00
2008 -64.41% $6440.88 $0.00 $0.00 $0.00
2007 +46.40% +$4640.30 $0.00 $0.00 $0.00
2006 +21.01% +$2100.58 $0.00 $0.00 $0.00
2005 +70.54% +$7054.42 $0.00 $0.00 $0.00
2004 +25.97% +$2597.26 $98.84 $19.77 $0.16
2003 +284.43% +$28442.84 $235.85 $47.17 $0.38
2002 +103.85% +$10384.61 $0.00 $0.00 $0.00
2001 -13.33% $1333.33 $0.00 $0.00 $0.00
2000 +8.06% +$806.43 $177.78 $35.56 $0.28
1999 +55.17% +$5517.22 $0.00 $0.00 $0.00
1998 -53.60% $5359.99 $0.00 $0.00 $0.00
1997 +22.55% +$2254.90 $0.00 $0.00 $0.00
1996 -32.89% $3289.47 $0.00 $0.00 $0.00
1995 +123.53% +$12352.94 $0.00 $0.00 $0.00
1994 +61.90% +$6190.48 $0.00 $0.00 $0.00
1993 +10.53% +$1052.63 $0.00 $0.00 $0.00
1992 +171.43% +$17142.86 $0.00 $0.00 $0.00
1991 -29.50% $2950.33 $159.97 $32.01 $0.25
1990 -77.77% $7777.20 $139.99 $28.00 $0.22
1989 +0.84% +$83.63 $139.52 $27.91 $0.22
1988 +80.94% +$8093.51 $156.24 $31.25 $0.24
1987 partial -30.43% (-60.42% ann.) $3043.49 $0.00 $0.00 $0.00

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Dot-com bubble / TMT mania August 9, 1995 – March 10, 2000 -10.34% -2.35% $1034.48 $0.00 $0.00 $0.00
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 +41.83% +14.55% +$4183.42 $160.00 $32.00 $0.25
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +1512.33% +74.44% +$151232.81 $779.89 $155.98 $1.25
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -65.46% -52.88% $6545.92 $0.00 $0.00 $0.00
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +281.61% +48.69% +$28160.64 $0.00 $0.00 $0.00
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +241.96% +17.64% +$24196.28 $0.00 $0.00 $0.00
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -60.84% -100.00% $6084.28 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +150.26% +337.53% +$15025.51 $0.00 $0.00 $0.00
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +38.90% +36.58% +$3890.09 $0.00 $0.00 $0.00
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -28.14% -29.59% $2813.72 $0.00 $0.00 $0.00
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +1.44% +0.77% +$143.57 $0.00 $0.00 $0.00
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +2.32% +1.47% +$231.98 $0.00 $0.00 $0.00

Dividend History

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

Date Per Share Yield %
1988-11-14 $0.0083 0.89%
1989-02-21 $0.0033 0.24%
1989-05-19 $0.0033 0.23%
1989-08-17 $0.0033 0.25%
1989-11-15 $0.0033 0.32%
1990-03-05 $0.0033 0.47%
1990-05-17 $0.0033 0.47%
1990-08-16 $0.0033 0.62%
1990-11-14 $0.0033 1.14%
1991-02-26 $0.0033 0.89%
2000-12-18 $0.0167 1.62%
2003-11-07 $0.0417 0.86%
2004-06-02 $0.0667 0.63%
Total 13 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
Total $0.00 $0.00 $0.00 0.0000

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.

PGNY

CAGR 1.16% Total 7.72% Final $10,772
2019-10-25 — 2026-04-14
AKAM

CAGR -1.84% Total -38.81% Final $6,119
1999-10-29 — 2026-04-14
FRPH

CAGR 6.97% Total 1356.97% Final $145,697
1986-07-02 — 2026-04-14