Markel Group Inc. (MKL) Stock Total Returns

Growth of $10,000 chart

2021-06-03 to 2026-06-03
to
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Investment Performance

Final Value
$14,494
Total Return
44.94%
CAGR
7.71%
Dividends
$0.00
Yield on Cost
0.00%

Rolling Returns

1-Month (21 Trading Days)
Average+0.88%
Median+0.56%
Best+23.91%
Worst-13.38%
% of Windows Positive54.6%
1-Year (252 Trading Days)
Average+12.19%
Median+11.60%
Best+45.22%
Worst-18.08%
% of Windows Positive84.3%
3-Year (756 Trading Days)
Average+44.40%
Median+45.41%
Best+81.29%
Worst+12.53%
% of Windows Positive100.0%

Risk Metrics

Maximum Drawdown -28.87%
Average Drawdown -7.55%
Drawdown Duration 346 Trading Days
Sortino Ratio 0.63
Calmar Ratio 0.27
CVaR (5%) -3.21%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -17.31% (-36.28% ann.) $1730.61 $0.00 $0.00 $0.00
2025 +24.53% +$2452.86 $0.00 $0.00 $0.00
2024 +21.57% +$2157.41 $0.00 $0.00 $0.00
2023 +7.77% +$777.31 $0.00 $0.00 $0.00
2022 +6.77% +$676.58 $0.00 $0.00 $0.00
2021 +19.42% +$1942.32 $0.00 $0.00 $0.00
2020 -9.61% $961.10 $0.00 $0.00 $0.00
2019 +10.13% +$1012.67 $0.00 $0.00 $0.00
2018 -8.87% $887.34 $0.00 $0.00 $0.00
2017 +25.94% +$2594.03 $0.00 $0.00 $0.00
2016 +2.39% +$239.43 $0.00 $0.00 $0.00
2015 +29.36% +$2936.41 $0.00 $0.00 $0.00
2014 +17.66% +$1766.00 $0.00 $0.00 $0.00
2013 +33.90% +$3390.01 $0.00 $0.00 $0.00
2012 +4.52% +$452.17 $0.00 $0.00 $0.00
2011 +9.66% +$966.33 $0.00 $0.00 $0.00
2010 +11.21% +$1121.47 $0.00 $0.00 $0.00
2009 +13.71% +$1371.24 $0.00 $0.00 $0.00
2008 -39.12% $3911.63 $0.00 $0.00 $0.00
2007 +2.29% +$229.12 $0.00 $0.00 $0.00
2006 +51.43% +$5142.72 $0.00 $0.00 $0.00
2005 -12.90% $1289.84 $0.00 $0.00 $0.00
2004 +43.58% +$4358.41 $0.00 $0.00 $0.00
2003 +23.36% +$2336.25 $0.00 $0.00 $0.00
2002 +14.39% +$1438.91 $0.00 $0.00 $0.00
2001 -0.75% $74.59 $0.00 $0.00 $0.00
2000 +16.77% +$1677.42 $0.00 $0.00 $0.00
1999 -14.36% $1436.46 $0.00 $0.00 $0.00
1998 +15.93% +$1593.27 $0.00 $0.00 $0.00
1997 +73.47% +$7347.22 $0.00 $0.00 $0.00
1996 +19.21% +$1920.53 $0.00 $0.00 $0.00
1995 +81.93% +$8192.77 $0.00 $0.00 $0.00
1994 +5.40% +$539.68 $0.00 $0.00 $0.00
1993 +26.00% +$2600.00 $0.00 $0.00 $0.00
1992 +42.05% +$4204.55 $0.00 $0.00 $0.00
1991 +87.23% +$8723.40 $0.00 $0.00 $0.00
1990 -47.78% $4777.78 $0.00 $0.00 $0.00
1989 +21.62% +$2162.16 $0.00 $0.00 $0.00
1988 +34.55% +$3454.55 $0.00 $0.00 $0.00
1987 +41.03% +$4102.56 $0.00 $0.00 $0.00
1986 partial -2.50% (-38.53% ann.) $250.00 $0.00 $0.00 $0.00

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Dot-com bubble / TMT mania August 9, 1995 – March 10, 2000 +81.25% +13.85% +$8125.00 $0.00 $0.00 $0.00
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 +62.20% +20.67% +$6219.83 $0.00 $0.00 $0.00
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +165.00% +21.54% +$16499.74 $0.00 $0.00 $0.00
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -59.35% -47.13% $5935.43 $0.00 $0.00 $0.00
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +81.37% +19.29% +$8137.36 $0.00 $0.00 $0.00
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +209.81% +16.12% +$20981.11 $0.00 $0.00 $0.00
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -44.66% -99.88% $4465.58 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +14.39% +24.16% +$1439.34 $0.00 $0.00 $0.00
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +21.00% +19.82% +$2099.93 $0.00 $0.00 $0.00
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 +1.71% +1.82% +$171.07 $0.00 $0.00 $0.00
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +22.85% +11.74% +$2284.56 $0.00 $0.00 $0.00
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – June 3, 2026 +13.27% +7.58% +$1326.88 $0.00 $0.00 $0.00

Dividend History

Date Per Share Yield %
Total 0 payments
No dividends recorded.

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.

OUST

CAGR -13.07% Total -54.68% Final $4,532
2020-10-09 — 2026-06-03
ACHV

CAGR -37.00% Total -99.98% Final $1.77
2007-09-24 — 2026-06-03
FHB

CAGR 3.95% Total 46.38% Final $14,638
2016-08-05 — 2026-06-03