Meridian Corporation (MRBK) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$15,611
Total Return
56.11%
CAGR
9.32%
Dividends
$2,276.33
Yield on Cost
22.76%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.40% |
| Median | +1.67% |
| Best | +46.43% |
| Worst | -34.13% |
| % of Windows Positive | 55.4% |
1-Year (252 Trading Days)
| Average | +8.49% |
| Median | +8.70% |
| Best | +86.63% |
| Worst | -47.28% |
| % of Windows Positive | 62.1% |
3-Year (756 Trading Days)
| Average | +12.89% |
| Median | +2.46% |
| Best | +141.96% |
| Worst | -18.02% |
| % of Windows Positive | 57.9% |
Risk Metrics
| Maximum Drawdown | -55.17% |
| Average Drawdown | -19.47% |
| Drawdown Duration | 706 Trading Days |
| Sortino Ratio | 0.66 |
| Calmar Ratio | 0.17 |
| CVaR (5%) | -4.35% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +2.90% (+7.01% ann.) | +$289.92 | $159.71 | $31.94 | $0.25 |
| 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
about| 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 – June 3, 2026 | +55.04% | +29.31% | +$5503.60 | $765.49 | $153.10 | $1.22 |
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% |
| 2026-05-04 | $0.1400 | 0.74% |
| Total | 25 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 |
|---|---|---|---|---|
| 2021-08-06 | $46.50 | $9.30 | $0.08 | 2.6817 |
| 2021-11-12 | $74.67 | $14.93 | $0.12 | 3.5372 |
| 2022-02-11 | $450.16 | $90.03 | $0.72 | 19.5596 |
| 2022-05-13 | $76.98 | $15.40 | $0.12 | 3.7835 |
| 2022-08-12 | $77.36 | $15.47 | $0.12 | 4.0172 |
| 2022-11-10 | $77.76 | $15.55 | $0.12 | 3.8804 |
| 2023-02-13 | $97.69 | $19.54 | $0.15 | 4.9489 |
| 2023-05-12 | $98.31 | $19.66 | $0.15 | 8.6727 |
| 2023-08-11 | $99.39 | $19.88 | $0.16 | 6.4515 |
| 2023-11-10 | $100.20 | $20.04 | $0.16 | 7.2858 |
| 2024-02-09 | $101.11 | $20.22 | $0.16 | 8.2710 |
| 2024-05-10 | $102.14 | $20.43 | $0.16 | 9.0111 |
| 2024-08-12 | $103.27 | $20.65 | $0.17 | 8.0754 |
| 2024-11-12 | $104.28 | $20.85 | $0.17 | 6.0112 |
| 2025-02-10 | $105.03 | $21.01 | $0.17 | 4.9677 |
| 2025-05-12 | $105.65 | $21.13 | $0.17 | 5.9739 |
| 2025-08-11 | $106.40 | $21.28 | $0.17 | 5.9696 |
| 2025-11-10 | $107.14 | $21.43 | $0.17 | 5.8153 |
| 2026-02-09 | $120.81 | $24.16 | $0.19 | 4.7168 |
| 2026-05-04 | $121.48 | $24.30 | $0.19 | 5.4031 |
| Total | $2276.33 | $455.26 | $3.64 | 129.0336 |
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.