Microsoft Corporation (MSFT) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
Loading chart…
Investment Performance
Final Value
$17,974
Total Return
79.74%
CAGR
12.44%
Dividends
$613.30
Yield on Cost
6.13%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.12% |
| Median | +0.93% |
| Best | +27.77% |
| Worst | -18.31% |
| % of Windows Positive | 54.7% |
1-Year (252 Trading Days)
| Average | +15.06% |
| Median | +13.82% |
| Best | +72.17% |
| Worst | -35.42% |
| % of Windows Positive | 70.2% |
3-Year (756 Trading Days)
| Average | +64.89% |
| Median | +53.44% |
| Best | +140.84% |
| Worst | +16.95% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -37.22% |
| Average Drawdown | -11.14% |
| Drawdown Duration | 393 Trading Days |
| Sortino Ratio | 0.83 |
| Calmar Ratio | 0.33 |
| CVaR (5%) | -3.79% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -11.32% (-24.80% ann.) | $1132.26 | $37.67 | $7.53 | $0.06 |
| 2025 | +15.41% | +$1541.49 | $80.85 | $16.17 | $0.13 |
| 2024 | +12.75% | +$1275.25 | $82.09 | $16.42 | $0.13 |
| 2023 | +57.91% | +$5791.07 | $116.67 | $23.33 | $0.19 |
| 2022 | -28.15% | $2815.33 | $75.73 | $15.15 | $0.12 |
| 2021 | +52.22% | +$5222.01 | $103.69 | $20.74 | $0.17 |
| 2020 | +42.23% | +$4223.23 | $132.97 | $26.59 | $0.21 |
| 2019 | +57.10% | +$5710.33 | $186.98 | $37.40 | $0.30 |
| 2018 | +20.38% | +$2038.18 | $202.16 | $40.43 | $0.32 |
| 2017 | +40.10% | +$4009.60 | $257.68 | $51.54 | $0.41 |
| 2016 | +14.44% | +$1444.43 | $267.22 | $53.44 | $0.43 |
| 2015 | +22.03% | +$2203.42 | $280.08 | $56.02 | $0.45 |
| 2014 | +26.86% | +$2685.76 | $310.08 | $62.02 | $0.50 |
| 2013 | +43.42% | +$4342.39 | $366.63 | $73.33 | $0.59 |
| 2012 | +5.24% | +$523.85 | $322.36 | $64.47 | $0.52 |
| 2011 | -5.02% | $502.20 | $245.56 | $49.11 | $0.39 |
| 2010 | -6.92% | $691.71 | $181.52 | $36.30 | $0.29 |
| 2009 | +59.74% | +$5974.40 | $269.63 | $53.93 | $0.43 |
| 2008 | -44.59% | $4459.33 | $129.84 | $25.97 | $0.21 |
| 2007 | +20.50% | +$2050.49 | $137.88 | $27.58 | $0.22 |
| 2006 | +15.50% | +$1549.78 | $142.12 | $28.42 | $0.23 |
| 2005 | -1.19% | $118.58 | $120.20 | $24.04 | $0.19 |
| 2004 | +6.64% | +$663.94 | $1157.19 | $231.44 | $1.85 |
| 2003 | +6.62% | +$662.23 | $93.00 | $18.60 | $0.15 |
| 2002 | -21.96% | $2196.23 | $0.00 | $0.00 | $0.00 |
| 2001 | +52.74% | +$5273.78 | $0.00 | $0.00 | $0.00 |
| 2000 | -62.85% | $6284.80 | $0.00 | $0.00 | $0.00 |
| 1999 | +68.36% | +$6836.41 | $0.00 | $0.00 | $0.00 |
| 1998 | +114.60% | +$11460.35 | $0.00 | $0.00 | $0.00 |
| 1997 | +56.43% | +$5642.97 | $0.00 | $0.00 | $0.00 |
| 1996 | +88.32% | +$8831.91 | $0.00 | $0.00 | $0.00 |
| 1995 | +43.56% | +$4355.83 | $0.00 | $0.00 | $0.00 |
| 1994 | +51.63% | +$5162.79 | $0.00 | $0.00 | $0.00 |
| 1993 | -5.56% | $556.37 | $0.00 | $0.00 | $0.00 |
| 1992 | +15.11% | +$1511.24 | $0.00 | $0.00 | $0.00 |
| 1991 | +121.76% | +$12176.08 | $0.00 | $0.00 | $0.00 |
| 1990 | +72.99% | +$7298.84 | $0.00 | $0.00 | $0.00 |
| 1989 | +63.38% | +$6338.02 | $0.00 | $0.00 | $0.00 |
| 1988 | -1.84% | $184.32 | $0.00 | $0.00 | $0.00 |
| 1987 | +124.87% | +$12487.01 | $0.00 | $0.00 | $0.00 |
| 1986 partial | +72.32% (+97.07% ann.) | +$7232.21 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +737.31% | +58.94% | +$73730.57 | $0.00 | $0.00 | $0.00 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | -55.11% | -26.75% | $5511.22 | $0.00 | $0.00 | $0.00 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +47.01% | +8.02% | +$4700.57 | $1955.07 | $391.01 | $3.13 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -48.73% | -37.68% | $4872.80 | $233.42 | $46.68 | $0.37 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +85.90% | +20.16% | +$8590.36 | $1262.07 | $252.41 | $2.02 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +642.86% | +30.34% | +$64285.61 | $4141.51 | $828.30 | $6.63 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -26.27% | -96.91% | $2626.61 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +51.44% | +94.99% | +$5144.00 | $68.84 | $13.77 | $0.11 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +55.50% | +52.02% | +$5550.07 | $131.47 | $26.29 | $0.21 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -31.73% | -33.32% | $3172.75 | $56.36 | $11.27 | $0.09 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +81.54% | +37.95% | +$8153.98 | $237.00 | $47.40 | $0.38 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +0.30% | +0.17% | +$29.58 | $141.10 | $28.22 | $0.23 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2003-02-19 | $0.0800 | 0.32% |
| 2003-10-15 | $0.1600 | 0.56% |
| 2004-08-23 | $0.0800 | 0.29% |
| 2004-11-15 | $3.0800 | 10.28% |
| 2005-02-15 | $0.0800 | 0.31% |
| 2005-05-16 | $0.0800 | 0.32% |
| 2005-08-15 | $0.0800 | 0.30% |
| 2005-11-15 | $0.0800 | 0.29% |
| 2006-02-15 | $0.0900 | 0.34% |
| 2006-05-15 | $0.0900 | 0.39% |
| 2006-08-15 | $0.0900 | 0.37% |
| 2006-11-14 | $0.1000 | 0.34% |
| 2007-02-13 | $0.1000 | 0.35% |
| 2007-05-15 | $0.1000 | 0.32% |
| 2007-08-14 | $0.1000 | 0.35% |
| 2007-11-13 | $0.1100 | 0.33% |
| 2008-02-19 | $0.1100 | 0.39% |
| 2008-05-13 | $0.1100 | 0.37% |
| 2008-08-19 | $0.1100 | 0.40% |
| 2008-11-18 | $0.1300 | 0.67% |
| 2009-02-17 | $0.1300 | 0.68% |
| 2009-05-19 | $0.1300 | 0.63% |
| 2009-08-18 | $0.1300 | 0.56% |
| 2009-11-17 | $0.1300 | 0.44% |
| 2010-02-16 | $0.1300 | 0.47% |
| 2010-05-18 | $0.1300 | 0.45% |
| 2010-08-17 | $0.1300 | 0.53% |
| 2010-11-16 | $0.1600 | 0.61% |
| 2011-02-15 | $0.1600 | 0.59% |
| 2011-05-17 | $0.1600 | 0.65% |
| 2011-08-16 | $0.1600 | 0.63% |
| 2011-11-15 | $0.2000 | 0.75% |
| 2012-02-14 | $0.2000 | 0.65% |
| 2012-05-15 | $0.2000 | 0.65% |
| 2012-08-14 | $0.2000 | 0.66% |
| 2012-11-13 | $0.2300 | 0.82% |
| 2013-02-19 | $0.2300 | 0.82% |
| 2013-05-14 | $0.2300 | 0.70% |
| 2013-08-13 | $0.2300 | 0.70% |
| 2013-11-19 | $0.2800 | 0.75% |
| 2014-02-18 | $0.2800 | 0.74% |
| 2014-05-13 | $0.2800 | 0.70% |
| 2014-08-19 | $0.2800 | 0.62% |
| 2014-11-18 | $0.3100 | 0.63% |
| 2015-02-17 | $0.3100 | 0.71% |
| 2015-05-19 | $0.3100 | 0.65% |
| 2015-08-18 | $0.3100 | 0.66% |
| 2015-11-17 | $0.3600 | 0.67% |
| 2016-02-16 | $0.3600 | 0.71% |
| 2016-05-17 | $0.3600 | 0.69% |
| 2016-08-16 | $0.3600 | 0.62% |
| 2016-11-15 | $0.3900 | 0.67% |
| 2017-02-14 | $0.3900 | 0.60% |
| 2017-05-16 | $0.3900 | 0.57% |
| 2017-08-15 | $0.3900 | 0.53% |
| 2017-11-15 | $0.4200 | 0.50% |
| 2018-02-14 | $0.4200 | 0.47% |
| 2018-05-16 | $0.4200 | 0.43% |
| 2018-08-15 | $0.4200 | 0.38% |
| 2018-11-14 | $0.4600 | 0.43% |
| 2019-02-20 | $0.4600 | 0.43% |
| 2019-05-15 | $0.4600 | 0.37% |
| 2019-08-14 | $0.4600 | 0.33% |
| 2019-11-20 | $0.5100 | 0.34% |
| 2020-02-19 | $0.5100 | 0.27% |
| 2020-05-20 | $0.5100 | 0.28% |
| 2020-08-19 | $0.5100 | 0.24% |
| 2020-11-18 | $0.5600 | 0.26% |
| 2021-02-17 | $0.5600 | 0.23% |
| 2021-05-19 | $0.5600 | 0.23% |
| 2021-08-18 | $0.5600 | 0.19% |
| 2021-11-17 | $0.6200 | 0.18% |
| 2022-02-16 | $0.6200 | 0.21% |
| 2022-05-18 | $0.6200 | 0.23% |
| 2022-08-17 | $0.6200 | 0.21% |
| 2022-11-16 | $0.6800 | 0.28% |
| 2023-02-15 | $0.6800 | 0.25% |
| 2023-05-17 | $0.6800 | 0.22% |
| 2023-08-16 | $0.6800 | 0.21% |
| 2023-11-15 | $0.7500 | 0.20% |
| 2024-02-14 | $0.7500 | 0.18% |
| 2024-05-15 | $0.7500 | 0.18% |
| 2024-08-15 | $0.7500 | 0.18% |
| 2024-11-21 | $0.8300 | 0.20% |
| 2025-02-20 | $0.8300 | 0.20% |
| 2025-05-15 | $0.8300 | 0.18% |
| 2025-08-21 | $0.8300 | 0.16% |
| 2025-11-20 | $0.9100 | 0.19% |
| 2026-02-19 | $0.9100 | 0.23% |
| 2026-05-21 | $0.9100 | 0.22% |
| Total | 90 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 |
|---|---|---|---|---|
| 2021-08-18 | $22.79 | $4.56 | $0.04 | 0.0626 |
| 2021-11-17 | $25.27 | $5.05 | $0.04 | 0.0595 |
| 2022-02-16 | $25.31 | $5.06 | $0.04 | 0.0675 |
| 2022-05-18 | $25.35 | $5.07 | $0.04 | 0.0797 |
| 2022-08-17 | $25.40 | $5.08 | $0.04 | 0.0696 |
| 2022-11-16 | $27.91 | $5.58 | $0.04 | 0.0922 |
| 2023-02-15 | $27.97 | $5.59 | $0.04 | 0.0829 |
| 2023-05-17 | $28.02 | $5.60 | $0.04 | 0.0713 |
| 2023-08-16 | $28.07 | $5.61 | $0.04 | 0.0700 |
| 2023-11-15 | $31.02 | $6.20 | $0.05 | 0.0670 |
| 2024-02-14 | $31.07 | $6.21 | $0.05 | 0.0606 |
| 2024-05-15 | $31.11 | $6.22 | $0.05 | 0.0587 |
| 2024-08-15 | $31.15 | $6.23 | $0.05 | 0.0591 |
| 2024-11-21 | $34.53 | $6.91 | $0.06 | 0.0668 |
| 2025-02-20 | $34.58 | $6.92 | $0.06 | 0.0664 |
| 2025-05-15 | $34.64 | $6.93 | $0.06 | 0.0610 |
| 2025-08-21 | $34.69 | $6.94 | $0.06 | 0.0549 |
| 2025-11-20 | $38.08 | $7.62 | $0.06 | 0.0636 |
| 2026-02-19 | $38.14 | $7.63 | $0.06 | 0.0764 |
| 2026-05-21 | $38.21 | $7.64 | $0.06 | 0.0728 |
| Total | $613.30 | $122.66 | $0.98 | 1.3623 |
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.
How does MSFT compare to the S&P 500?
Side-by-side total-return comparison vs the S&P 500 (VOO) over the last 10 years — dividends reinvested, inflation-adjusted view, market-regime breakdown.