MSCI Inc. (MSCI) Stock Total Returns
Growth of $10,000 chart
2021-04-16 to 2026-04-16 to
$
%
%
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Investment Performance
Final Value
$12,451
Total Return
24.51%
CAGR
4.48%
Dividends
$616.88
Yield on Cost
6.17%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.61% |
| Median | +0.10% |
| Best | +27.17% |
| Worst | -25.67% |
| % of Windows Positive | 50.6% |
1-Year (252 Trading Days)
| Average | +2.08% |
| Median | +3.84% |
| Best | +33.82% |
| Worst | -36.47% |
| % of Windows Positive | 65.3% |
3-Year (756 Trading Days)
| Average | +12.83% |
| Median | +11.39% |
| Best | +53.48% |
| Worst | -13.97% |
| % of Windows Positive | 74.6% |
Risk Metrics
| Maximum Drawdown | -43.76% |
| Average Drawdown | -17.97% |
| Drawdown Duration | 1106 Trading Days (Unrecovered) |
| Sortino Ratio | 0.42 |
| Calmar Ratio | 0.10 |
| CVaR (5%) | -4.50% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -1.23% (-4.18% ann.) | $123.27 | $35.73 | $7.15 | $0.06 |
| 2025 | -3.41% | $340.63 | $120.45 | $24.09 | $0.19 |
| 2024 | +7.05% | +$705.50 | $113.54 | $22.71 | $0.18 |
| 2023 | +22.64% | +$2264.14 | $119.04 | $23.81 | $0.19 |
| 2022 | -23.48% | $2348.05 | $74.97 | $14.99 | $0.12 |
| 2021 | +37.95% | +$3795.32 | $81.70 | $16.34 | $0.13 |
| 2020 | +74.10% | +$7409.80 | $113.39 | $22.68 | $0.18 |
| 2019 | +76.76% | +$7675.85 | $171.58 | $34.32 | $0.27 |
| 2018 | +17.64% | +$1764.26 | $152.28 | $30.46 | $0.24 |
| 2017 | +62.20% | +$6220.31 | $168.22 | $33.64 | $0.27 |
| 2016 | +10.33% | +$1033.00 | $139.19 | $27.84 | $0.22 |
| 2015 | +53.60% | +$5360.36 | $169.31 | $33.86 | $0.27 |
| 2014 | +8.87% | +$886.69 | $41.17 | $8.23 | $0.07 |
| 2013 | +41.08% | +$4107.78 | $0.00 | $0.00 | $0.00 |
| 2012 | -5.89% | $589.13 | $0.00 | $0.00 | $0.00 |
| 2011 | -15.48% | $1547.74 | $0.00 | $0.00 | $0.00 |
| 2010 | +22.52% | +$2251.57 | $0.00 | $0.00 | $0.00 |
| 2009 | +79.05% | +$7905.40 | $0.00 | $0.00 | $0.00 |
| 2008 | -53.75% | $5375.00 | $0.00 | $0.00 | $0.00 |
| 2007 partial | +47.13% (+2045.36% ann.) | +$4712.64 | $0.00 | $0.00 | $0.00 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| GFC / deleveraging / dollar shortage partial | November 15, 2007 – March 9, 2009 | -49.12% | -40.20% | $4911.88 | $0.00 | $0.00 | $0.00 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +129.28% | +27.87% | +$12928.37 | $0.00 | $0.00 | $0.00 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +965.37% | +36.70% | +$96536.65 | $2433.39 | $486.68 | $3.91 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -28.03% | -97.66% | $2802.52 | $21.10 | $4.22 | $0.03 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +54.60% | +101.59% | +$5460.41 | $53.46 | $10.69 | $0.09 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +66.47% | +62.18% | +$6647.48 | $113.56 | $22.71 | $0.18 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -25.52% | -26.87% | $2552.43 | $72.97 | $14.59 | $0.12 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +10.87% | +5.73% | +$1087.17 | $203.84 | $40.77 | $0.33 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 16, 2026 | +4.00% | +2.53% | +$400.48 | $197.95 | $39.59 | $0.32 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2014-10-10 | $0.1800 | 0.40% |
| 2015-02-18 | $0.1800 | 0.31% |
| 2015-05-13 | $0.1800 | 0.29% |
| 2015-08-13 | $0.2200 | 0.34% |
| 2015-11-10 | $0.2200 | 0.33% |
| 2016-02-17 | $0.2200 | 0.32% |
| 2016-05-11 | $0.2200 | 0.28% |
| 2016-08-11 | $0.2800 | 0.33% |
| 2016-11-09 | $0.2800 | 0.35% |
| 2017-02-15 | $0.2800 | 0.30% |
| 2017-05-17 | $0.2800 | 0.29% |
| 2017-08-16 | $0.3800 | 0.35% |
| 2017-11-16 | $0.3800 | 0.31% |
| 2018-02-15 | $0.3800 | 0.26% |
| 2018-05-17 | $0.3800 | 0.24% |
| 2018-08-16 | $0.5800 | 0.33% |
| 2018-11-15 | $0.5800 | 0.39% |
| 2019-02-21 | $0.5800 | 0.33% |
| 2019-05-16 | $0.5800 | 0.26% |
| 2019-08-15 | $0.6800 | 0.31% |
| 2019-11-14 | $0.6800 | 0.27% |
| 2020-02-20 | $0.6800 | 0.20% |
| 2020-05-14 | $0.6800 | 0.20% |
| 2020-08-13 | $0.7800 | 0.22% |
| 2020-11-12 | $0.7800 | 0.20% |
| 2021-02-18 | $0.7800 | 0.18% |
| 2021-05-13 | $0.7800 | 0.17% |
| 2021-08-12 | $1.0400 | 0.17% |
| 2021-11-10 | $1.0400 | 0.16% |
| 2022-02-17 | $1.0400 | 0.19% |
| 2022-05-12 | $1.0400 | 0.27% |
| 2022-08-11 | $1.2500 | 0.24% |
| 2022-11-09 | $1.2500 | 0.27% |
| 2023-02-16 | $1.3800 | 0.24% |
| 2023-05-11 | $1.3800 | 0.29% |
| 2023-08-10 | $1.3800 | 0.25% |
| 2023-11-08 | $1.3800 | 0.28% |
| 2024-02-15 | $1.6000 | 0.28% |
| 2024-05-16 | $1.6000 | 0.33% |
| 2024-08-16 | $1.6000 | 0.28% |
| 2024-11-15 | $1.6000 | 0.26% |
| 2025-02-14 | $1.8000 | 0.31% |
| 2025-05-16 | $1.8000 | 0.31% |
| 2025-08-15 | $1.8000 | 0.32% |
| 2025-11-14 | $1.8000 | 0.31% |
| 2026-02-13 | $2.0500 | 0.39% |
| Total | 46 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-16 to 2026-04-16. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-05-13 | $16.47 | $3.29 | $0.03 | 0.0285 |
| 2021-08-12 | $21.99 | $4.40 | $0.04 | 0.0281 |
| 2021-11-10 | $22.02 | $4.40 | $0.04 | 0.0274 |
| 2022-02-17 | $22.05 | $4.41 | $0.04 | 0.0331 |
| 2022-05-12 | $22.09 | $4.42 | $0.04 | 0.0454 |
| 2022-08-11 | $26.60 | $5.32 | $0.04 | 0.0424 |
| 2022-11-09 | $26.65 | $5.33 | $0.04 | 0.0458 |
| 2023-02-16 | $29.49 | $5.90 | $0.05 | 0.0426 |
| 2023-05-11 | $29.55 | $5.91 | $0.05 | 0.0502 |
| 2023-08-10 | $29.62 | $5.92 | $0.05 | 0.0432 |
| 2023-11-08 | $29.68 | $5.94 | $0.05 | 0.0469 |
| 2024-02-15 | $34.48 | $6.90 | $0.06 | 0.0478 |
| 2024-05-16 | $34.56 | $6.91 | $0.06 | 0.0555 |
| 2024-08-16 | $34.65 | $6.93 | $0.06 | 0.0493 |
| 2024-11-15 | $34.73 | $6.95 | $0.06 | 0.0467 |
| 2025-02-14 | $39.15 | $7.83 | $0.06 | 0.0546 |
| 2025-05-16 | $39.25 | $7.85 | $0.06 | 0.0548 |
| 2025-08-15 | $39.35 | $7.87 | $0.06 | 0.0564 |
| 2025-11-14 | $39.45 | $7.89 | $0.06 | 0.0557 |
| 2026-02-13 | $45.04 | $9.01 | $0.07 | 0.0684 |
| Total | $616.88 | $123.37 | $0.99 | 0.9227 |
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.