MarketAxess Holdings Inc. (MKTX) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$2,910
Total Return
-70.90%
CAGR
-21.88%
Dividends
$334.39
Yield on Cost
3.34%
Rolling Returns
1-Month (21 Trading Days)
| Average | -1.45% |
| Median | -2.57% |
| Best | +35.18% |
| Worst | -27.44% |
| % of Windows Positive | 41.2% |
1-Year (252 Trading Days)
| Average | -14.32% |
| Median | -14.54% |
| Best | +43.41% |
| Worst | -49.63% |
| % of Windows Positive | 25.4% |
3-Year (756 Trading Days)
| Average | -36.23% |
| Median | -36.99% |
| Best | -10.25% |
| Worst | -57.95% |
| % of Windows Positive | 0.0% |
Risk Metrics
| Maximum Drawdown | -73.77% |
| Average Drawdown | -45.11% |
| Drawdown Duration | 1212 Trading Days (Unrecovered) |
| Sortino Ratio | -0.79 |
| Calmar Ratio | -0.30 |
| CVaR (5%) | -4.82% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -31.60% (-59.38% ann.) | $3160.13 | $86.22 | $17.24 | $0.14 |
| 2025 | -18.79% | $1878.63 | $135.10 | $27.02 | $0.22 |
| 2024 | -22.03% | $2202.54 | $101.48 | $20.30 | $0.16 |
| 2023 | +5.89% | +$588.79 | $103.55 | $20.71 | $0.17 |
| 2022 | -31.64% | $3164.22 | $68.27 | $13.65 | $0.11 |
| 2021 | -27.59% | $2759.23 | $46.34 | $9.27 | $0.07 |
| 2020 | +51.13% | +$5113.29 | $63.42 | $12.68 | $0.10 |
| 2019 | +80.42% | +$8042.10 | $96.77 | $19.35 | $0.16 |
| 2018 | +5.45% | +$545.29 | $83.49 | $16.70 | $0.13 |
| 2017 | +38.09% | +$3809.28 | $90.03 | $18.01 | $0.14 |
| 2016 | +32.48% | +$3248.07 | $93.44 | $18.69 | $0.15 |
| 2015 | +56.73% | +$5673.00 | $111.88 | $22.38 | $0.18 |
| 2014 | +8.08% | +$807.88 | $95.94 | $19.19 | $0.15 |
| 2013 | +91.25% | +$9125.06 | $147.86 | $29.57 | $0.23 |
| 2012 | +18.53% | +$1852.55 | $146.73 | $29.35 | $0.23 |
| 2011 | +46.42% | +$4641.82 | $173.83 | $34.76 | $0.26 |
| 2010 | +51.82% | +$5181.75 | $202.56 | $40.51 | $0.31 |
| 2009 | +71.11% | +$7110.91 | $85.78 | $17.15 | $0.13 |
| 2008 | -36.40% | $3639.91 | $0.00 | $0.00 | $0.00 |
| 2007 | -5.45% | $545.32 | $0.00 | $0.00 | $0.00 |
| 2006 | +18.72% | +$1872.27 | $0.00 | $0.00 | $0.00 |
| 2005 | -32.80% | $3280.43 | $0.00 | $0.00 | $0.00 |
| 2004 partial | -2.74% (-16.60% ann.) | $274.44 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| China-WTO / housing-credit / commodity boom partial | November 5, 2004 – October 9, 2007 | -12.29% | -4.39% | $1229.27 | $0.00 | $0.00 | $0.00 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -57.64% | -45.55% | $5763.71 | $0.00 | $0.00 | $0.00 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +359.86% | +57.14% | +$35986.07 | $1386.54 | $277.28 | $2.12 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +1054.12% | +38.16% | +$105411.73 | $2939.24 | $587.85 | $4.68 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -18.37% | -90.14% | $1836.62 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +77.61% | +152.00% | +$7760.88 | $36.75 | $7.35 | $0.06 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | -33.71% | -32.30% | $3370.81 | $60.65 | $12.13 | $0.10 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -28.00% | -29.44% | $2799.69 | $79.61 | $15.92 | $0.13 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -5.35% | -2.92% | $534.91 | $184.98 | $37.00 | $0.30 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -51.57% | -34.63% | $5156.73 | $207.33 | $41.47 | $0.33 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2009-11-06 | $0.0700 | 0.58% |
| 2010-02-12 | $0.0700 | 0.48% |
| 2010-05-10 | $0.0700 | 0.46% |
| 2010-08-09 | $0.0700 | 0.46% |
| 2010-11-05 | $0.0700 | 0.37% |
| 2011-02-14 | $0.0900 | 0.42% |
| 2011-05-09 | $0.0900 | 0.41% |
| 2011-08-09 | $0.0900 | 0.38% |
| 2011-11-08 | $0.0900 | 0.31% |
| 2012-02-14 | $0.1100 | 0.33% |
| 2012-05-08 | $0.1100 | 0.34% |
| 2012-08-07 | $0.1100 | 0.33% |
| 2012-11-07 | $0.1100 | 0.35% |
| 2013-02-12 | $0.1300 | 0.34% |
| 2013-05-07 | $0.1300 | 0.30% |
| 2013-08-06 | $0.1300 | 0.25% |
| 2013-11-05 | $0.1300 | 0.20% |
| 2014-02-11 | $0.1600 | 0.27% |
| 2014-05-06 | $0.1600 | 0.29% |
| 2014-08-05 | $0.1600 | 0.28% |
| 2014-11-04 | $0.1600 | 0.25% |
| 2015-02-10 | $0.2000 | 0.25% |
| 2015-05-05 | $0.2000 | 0.24% |
| 2015-08-04 | $0.2000 | 0.20% |
| 2015-11-02 | $0.2000 | 0.20% |
| 2016-02-09 | $0.2600 | 0.25% |
| 2016-05-10 | $0.2600 | 0.20% |
| 2016-08-09 | $0.2600 | 0.16% |
| 2016-11-07 | $0.2600 | 0.17% |
| 2017-02-07 | $0.3300 | 0.17% |
| 2017-05-09 | $0.3300 | 0.18% |
| 2017-08-08 | $0.3300 | 0.16% |
| 2017-11-07 | $0.3300 | 0.18% |
| 2018-02-13 | $0.4200 | 0.22% |
| 2018-05-08 | $0.4200 | 0.21% |
| 2018-08-08 | $0.4200 | 0.22% |
| 2018-11-06 | $0.4200 | 0.20% |
| 2019-02-12 | $0.5100 | 0.23% |
| 2019-05-07 | $0.5100 | 0.18% |
| 2019-08-06 | $0.5100 | 0.15% |
| 2019-11-05 | $0.5100 | 0.14% |
| 2020-02-11 | $0.6000 | 0.18% |
| 2020-05-12 | $0.6000 | 0.12% |
| 2020-08-04 | $0.6000 | 0.12% |
| 2020-11-09 | $0.6000 | 0.10% |
| 2021-02-09 | $0.6600 | 0.12% |
| 2021-05-11 | $0.6600 | 0.15% |
| 2021-08-03 | $0.6600 | 0.14% |
| 2021-11-02 | $0.6600 | 0.16% |
| 2022-02-08 | $0.7000 | 0.19% |
| 2022-05-03 | $0.7000 | 0.27% |
| 2022-08-02 | $0.7000 | 0.26% |
| 2022-11-01 | $0.7000 | 0.29% |
| 2023-02-07 | $0.7200 | 0.21% |
| 2023-05-09 | $0.7200 | 0.24% |
| 2023-08-01 | $0.7200 | 0.27% |
| 2023-11-07 | $0.7200 | 0.33% |
| 2024-02-13 | $0.7400 | 0.33% |
| 2024-05-21 | $0.7400 | 0.34% |
| 2024-08-21 | $0.7400 | 0.32% |
| 2024-11-20 | $0.7400 | 0.28% |
| 2025-02-19 | $0.7600 | 0.39% |
| 2025-05-21 | $0.7600 | 0.34% |
| 2025-08-20 | $0.7600 | 0.41% |
| 2025-11-19 | $0.7600 | 0.44% |
| 2026-02-18 | $0.7800 | 0.44% |
| 2026-05-20 | $0.7800 | 0.55% |
| Total | 67 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 |
|---|---|---|---|---|
| 2021-08-03 | $14.86 | $2.97 | $0.02 | 0.0247 |
| 2021-11-02 | $14.87 | $2.97 | $0.02 | 0.0292 |
| 2022-02-08 | $15.80 | $3.16 | $0.03 | 0.0343 |
| 2022-05-03 | $15.82 | $3.16 | $0.03 | 0.0476 |
| 2022-08-02 | $15.85 | $3.17 | $0.03 | 0.0466 |
| 2022-11-01 | $15.89 | $3.18 | $0.03 | 0.0532 |
| 2023-02-07 | $16.38 | $3.28 | $0.03 | 0.0367 |
| 2023-05-09 | $16.40 | $3.28 | $0.03 | 0.0437 |
| 2023-08-01 | $16.44 | $3.29 | $0.03 | 0.0500 |
| 2023-11-07 | $16.47 | $3.29 | $0.03 | 0.0607 |
| 2024-02-13 | $16.97 | $3.39 | $0.03 | 0.0618 |
| 2024-05-21 | $17.02 | $3.40 | $0.03 | 0.0625 |
| 2024-08-21 | $17.07 | $3.41 | $0.03 | 0.0586 |
| 2024-11-20 | $17.11 | $3.42 | $0.03 | 0.0515 |
| 2025-02-19 | $17.61 | $3.52 | $0.03 | 0.0734 |
| 2025-05-21 | $17.67 | $3.53 | $0.03 | 0.0642 |
| 2025-08-20 | $17.72 | $3.54 | $0.03 | 0.0748 |
| 2025-11-19 | $17.77 | $3.55 | $0.03 | 0.0849 |
| 2026-02-18 | $18.31 | $3.66 | $0.03 | 0.0830 |
| 2026-05-20 | $18.37 | $3.67 | $0.03 | 0.1065 |
| Total | $334.39 | $66.88 | $0.54 | 1.1477 |
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.