MarketWise, Inc. (MKTW) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$1,066
Total Return
-89.34%
CAGR
-36.09%
Dividends
$392.62
Yield on Cost
3.93%
Rolling Returns
1-Month (21 Trading Days)
| Average | -1.65% |
| Median | -5.61% |
| Best | +105.99% |
| Worst | -46.56% |
| % of Windows Positive | 37.0% |
1-Year (252 Trading Days)
| Average | -23.20% |
| Median | -38.68% |
| Best | +112.40% |
| Worst | -84.49% |
| % of Windows Positive | 31.7% |
3-Year (756 Trading Days)
| Average | -70.53% |
| Median | -68.79% |
| Best | -20.92% |
| Worst | -93.85% |
| % of Windows Positive | 0.0% |
Risk Metrics
| Maximum Drawdown | -96.50% |
| Average Drawdown | -81.32% |
| Drawdown Duration | 1214 Trading Days (Unrecovered) |
| Sortino Ratio | -0.29 |
| Calmar Ratio | -0.37 |
| CVaR (5%) | -10.48% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +15.37% (+40.35% ann.) | +$1536.52 | $607.02 | $121.40 | $0.97 |
| 2025 | +47.00% | +$4699.90 | $1751.58 | $350.28 | $2.85 |
| 2024 | -78.48% | $7848.44 | $147.70 | $29.49 | $0.27 |
| 2023 | +72.73% | +$7272.69 | $1083.01 | $216.59 | $1.82 |
| 2022 | -77.72% | $7771.88 | $0.00 | $0.00 | $0.00 |
| 2021 | -26.51% | $2651.07 | $0.00 | $0.00 | $0.00 |
| 2020 partial | +3.96% (+14.04% ann.) | +$396.19 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Policy bazooka / monetary euphoria partial | September 14, 2020 – November 6, 2020 | -1.00% | -6.71% | $100.31 | $0.00 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | -27.21% | -26.01% | $2720.74 | $0.00 | $0.00 | $0.00 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -69.28% | -71.44% | $6928.47 | $0.00 | $0.00 | $0.00 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -67.62% | -45.58% | $6761.91 | $914.44 | $182.83 | $1.56 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +40.34% | +21.98% | +$4033.72 | $2331.39 | $466.20 | $3.79 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2023-05-31 | $0.2000 | 0.42% |
| 2023-09-01 | $0.2000 | 0.74% |
| 2023-11-09 | $3.0000 | 6.15% |
| 2023-12-21 | $0.2000 | 0.35% |
| 2024-03-14 | $0.2000 | 0.50% |
| 2024-05-14 | $0.2000 | 0.65% |
| 2024-08-15 | $0.2000 | 1.38% |
| 2024-11-25 | $0.2000 | 1.89% |
| 2025-01-29 | $0.6000 | 4.66% |
| 2025-03-18 | $0.2000 | 1.72% |
| 2025-05-15 | $0.3000 | 1.82% |
| 2025-08-15 | $0.4000 | 2.02% |
| 2025-11-14 | $0.4000 | 2.37% |
| 2026-03-18 | $0.4500 | 3.05% |
| 2026-05-15 | $0.4500 | 2.61% |
| Total | 15 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 |
|---|---|---|---|---|
| 2023-05-31 | $10.07 | $2.02 | $0.02 | 0.1779 |
| 2023-09-01 | $10.11 | $2.02 | $0.02 | 0.2637 |
| 2023-11-09 | $152.38 | $30.47 | $0.25 | 2.5886 |
| 2023-12-21 | $10.67 | $2.14 | $0.02 | 0.1388 |
| 2024-03-14 | $10.70 | $2.14 | $0.02 | 0.2261 |
| 2024-05-14 | $10.75 | $2.15 | $0.02 | 0.2716 |
| 2024-08-15 | $10.80 | $2.16 | $0.02 | 0.4846 |
| 2024-11-25 | $10.90 | $2.18 | $0.02 | 0.8433 |
| 2025-01-29 | $33.20 | $6.64 | $0.05 | 2.2355 |
| 2025-03-18 | $11.52 | $2.31 | $0.02 | 0.8841 |
| 2025-05-15 | $17.54 | $3.51 | $0.03 | 0.8456 |
| 2025-08-15 | $23.72 | $4.74 | $0.04 | 1.0295 |
| 2025-11-14 | $24.14 | $4.83 | $0.04 | 1.1925 |
| 2026-03-18 | $27.69 | $5.54 | $0.04 | 1.6173 |
| 2026-05-15 | $28.41 | $5.68 | $0.05 | 1.3530 |
| Total | $392.62 | $78.50 | $0.66 | 14.1520 |
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.