Meridian Corporation (MRBK) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$18,776
Total Return
87.76%
CAGR
13.43%
Dividends
$2,324.70
Yield on Cost
23.25%

Rolling Returns

1-Month (21 Trading Days)
Average+1.60%
Median+1.94%
Best+46.43%
Worst-34.13%
% of Windows Positive56.7%
1-Year (252 Trading Days)
Average+8.01%
Median+8.70%
Best+86.63%
Worst-47.28%
% of Windows Positive62.1%
3-Year (756 Trading Days)
Average+4.02%
Median+0.52%
Best+84.24%
Worst-27.85%
% of Windows Positive50.9%

Risk Metrics

Maximum Drawdown -55.17%
Average Drawdown -19.33%
Drawdown Duration 706 Trading Days
Sortino Ratio 0.86
Calmar Ratio 0.24
CVaR (5%) -4.20%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +17.19% (+74.56% ann.) +$1718.99 $79.63 $15.93 $0.13
2025 +31.70% +$3169.59 $368.26 $73.65 $0.59
2024 +2.46% +$245.82 $365.37 $73.07 $0.58
2023 -5.01% $500.75 $334.22 $66.85 $0.53
2022 -14.19% $1419.30 $494.63 $98.92 $0.79
2021 +85.60% +$8560.33 $768.35 $153.67 $1.24
2020 +4.24% +$424.23 $124.21 $24.84 $0.20
2019 +17.59% +$1758.88 $0.00 $0.00 $0.00
2018 -14.06% $1406.40 $0.00 $0.00 $0.00
2017 partial +9.48% (+88.92% ann.) +$947.94 $0.00 $0.00 $0.00

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Secular stagnation / QE / low inflation / duration bull partial November 7, 2017 – February 19, 2020 +10.30% +4.39% +$1030.14 $0.00 $0.00 $0.00
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -36.21% -99.41% $3621.46 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +38.05% +68.01% +$3804.99 $191.14 $38.22 $0.31
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +95.76% +89.13% +$9575.71 $866.22 $173.25 $1.40
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -2.03% -2.16% $203.47 $477.47 $95.49 $0.76
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -19.94% -11.31% $1994.09 $623.69 $124.74 $0.99
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +76.57% +43.68% +$7656.76 $644.85 $128.97 $1.03

Dividend History

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

Date Per Share Yield %
2020-08-07 $0.0625 0.81%
2020-11-06 $0.0625 0.69%
2021-02-10 $0.0625 0.55%
2021-02-26 $0.5000 3.85%
2021-05-07 $0.0625 0.48%
2021-08-06 $0.0625 0.47%
2021-11-12 $0.1000 0.59%
2022-02-11 $0.6000 3.20%
2022-05-13 $0.1000 0.61%
2022-08-12 $0.1000 0.67%
2022-11-10 $0.1000 0.63%
2023-02-13 $0.1250 0.79%
2023-05-12 $0.1250 1.40%
2023-08-11 $0.1250 1.00%
2023-11-10 $0.1250 1.14%
2024-02-09 $0.1250 1.27%
2024-05-10 $0.1250 1.37%
2024-08-12 $0.1250 1.18%
2024-11-12 $0.1250 0.90%
2025-02-10 $0.1250 0.74%
2025-05-12 $0.1250 0.93%
2025-08-11 $0.1250 0.86%
2025-11-10 $0.1250 0.86%
2026-02-09 $0.1400 0.68%
Total 24 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
2021-05-07 $48.92 $9.79 $0.08 3.0244
2021-08-06 $49.11 $9.82 $0.08 2.8322
2021-11-12 $78.86 $15.77 $0.13 3.7357
2022-02-11 $475.42 $95.09 $0.76 20.6573
2022-05-13 $81.30 $16.26 $0.13 3.9958
2022-08-12 $81.71 $16.34 $0.13 4.2427
2022-11-10 $82.13 $16.42 $0.13 4.0981
2023-02-13 $103.17 $20.64 $0.16 5.2266
2023-05-12 $103.82 $20.76 $0.16 9.1595
2023-08-11 $104.97 $21.00 $0.17 6.8136
2023-11-10 $105.82 $21.17 $0.17 7.6946
2024-02-09 $106.79 $21.36 $0.17 8.7351
2024-05-10 $107.87 $21.57 $0.17 9.5168
2024-08-12 $109.07 $21.81 $0.18 8.5286
2024-11-12 $110.13 $22.02 $0.18 6.3486
2025-02-10 $110.92 $22.19 $0.18 5.2465
2025-05-12 $111.58 $22.32 $0.18 6.3091
2025-08-11 $112.37 $22.47 $0.18 6.3046
2025-11-10 $113.16 $22.63 $0.18 6.1417
2026-02-09 $127.59 $25.52 $0.20 4.9815
Total $2324.70 $464.94 $3.72 133.5930

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.

SOC

CAGR 5.65% Total 31.55% Final $13,155
2021-04-19 — 2026-04-14
CARS

CAGR -9.94% Total -60.49% Final $3,951
2017-06-01 — 2026-04-14
KFS

CAGR -4.11% Total -64.66% Final $3,534
2001-07-11 — 2026-04-14