Nasdaq, Inc. (NDAQ) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$17,440
Total Return
74.40%
CAGR
11.77%
Dividends
$870.14
Yield on Cost
8.70%

Rolling Returns

1-Month (21 Trading Days)
Average+1.13%
Median+1.65%
Best+24.04%
Worst-21.51%
% of Windows Positive58.2%
1-Year (252 Trading Days)
Average+12.72%
Median+10.26%
Best+61.40%
Worst-20.79%
% of Windows Positive62.7%
3-Year (756 Trading Days)
Average+39.81%
Median+40.68%
Best+84.16%
Worst+2.27%
% of Windows Positive100.0%

Risk Metrics

Maximum Drawdown -32.92%
Average Drawdown -11.54%
Drawdown Duration 684 Trading Days
Sortino Ratio 0.81
Calmar Ratio 0.36
CVaR (5%) -3.54%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -10.50% (-32.28% ann.) $1050.37 $27.80 $5.56 $0.04
2025 +26.88% +$2687.51 $136.35 $27.27 $0.22
2024 +34.47% +$3446.85 $162.42 $32.48 $0.26
2023 -3.99% $399.19 $140.87 $28.17 $0.23
2022 -11.42% $1142.25 $111.90 $22.38 $0.18
2021 +59.74% +$5973.52 $159.59 $31.92 $0.25
2020 +25.68% +$2567.85 $182.18 $36.44 $0.29
2019 +33.35% +$3334.64 $228.20 $45.64 $0.36
2018 +7.79% +$779.00 $222.54 $44.51 $0.36
2017 +16.29% +$1629.24 $218.85 $43.77 $0.35
2016 +17.06% +$1706.25 $209.16 $41.83 $0.33
2015 +22.98% +$2297.63 $188.65 $37.73 $0.31
2014 +21.87% +$2186.95 $146.38 $29.28 $0.23
2013 +61.28% +$6127.58 $209.11 $41.82 $0.33
2012 +2.84% +$284.00 $106.31 $21.26 $0.17
2011 +3.29% +$328.70 $0.00 $0.00 $0.00
2010 +19.73% +$1972.76 $0.00 $0.00 $0.00
2009 -19.79% $1978.96 $0.00 $0.00 $0.00
2008 -50.07% $5007.07 $0.00 $0.00 $0.00
2007 +60.73% +$6073.40 $0.00 $0.00 $0.00
2006 -12.48% $1247.87 $0.00 $0.00 $0.00
2005 +244.90% +$24490.19 $0.00 $0.00 $0.00
2004 +7.94% +$793.65 $0.00 $0.00 $0.00
2003 -5.50% $550.00 $0.00 $0.00 $0.00
2002 partial -33.33% (-55.48% ann.) $3333.33 $0.00 $0.00 $0.00

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Dot-com bust / post-bubble disinflation scare partial July 1, 2002 – October 9, 2002 -40.00% -84.52% $4000.00 $0.00 $0.00 $0.00
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +367.11% +36.14% +$36711.12 $0.00 $0.00 $0.00
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -53.80% -42.11% $5379.76 $0.00 $0.00 $0.00
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +1.46% +0.43% +$146.41 $0.00 $0.00 $0.00
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +452.80% +25.35% +$45280.45 $3894.11 $778.82 $6.22
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -36.09% -99.40% $3609.18 $41.05 $8.21 $0.07
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +61.56% +116.38% +$6156.01 $118.29 $23.66 $0.19
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +62.94% +58.91% +$6294.12 $159.57 $31.91 $0.25
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -5.11% -5.42% $511.34 $112.62 $22.52 $0.18
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +12.49% +6.55% +$1248.77 $268.73 $53.75 $0.43
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +20.70% +12.74% +$2070.18 $215.35 $43.07 $0.34

Dividend History

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

Date Per Share Yield %
2012-09-12 $0.0433 0.55%
2012-12-12 $0.0433 0.55%
2013-03-12 $0.0433 0.40%
2013-06-12 $0.0433 0.40%
2013-09-11 $0.0433 0.42%
2013-12-11 $0.0433 0.33%
2014-03-12 $0.0433 0.33%
2014-06-11 $0.0500 0.40%
2014-09-10 $0.0500 0.35%
2014-12-10 $0.0500 0.32%
2015-03-11 $0.0500 0.30%
2015-06-10 $0.0833 0.50%
2015-09-09 $0.0833 0.48%
2015-12-10 $0.0833 0.44%
2016-03-10 $0.0833 0.38%
2016-06-08 $0.1067 0.49%
2016-09-14 $0.1067 0.46%
2016-12-14 $0.1067 0.46%
2017-03-15 $0.1067 0.45%
2017-06-14 $0.1267 0.53%
2017-09-14 $0.1267 0.51%
2017-12-14 $0.1267 0.49%
2018-03-15 $0.1267 0.45%
2018-06-14 $0.1467 0.46%
2018-09-13 $0.1467 0.48%
2018-12-13 $0.1467 0.50%
2019-03-14 $0.1467 0.52%
2019-06-13 $0.1567 0.49%
2019-09-12 $0.1567 0.48%
2019-12-12 $0.1567 0.45%
2020-03-12 $0.1567 0.47%
2020-06-11 $0.1633 0.41%
2020-09-10 $0.1633 0.38%
2020-12-03 $0.1633 0.38%
2021-03-11 $0.1633 0.34%
2021-06-10 $0.1800 0.32%
2021-09-09 $0.1800 0.27%
2021-12-02 $0.1800 0.27%
2022-03-10 $0.1800 0.32%
2022-06-09 $0.2000 0.39%
2022-09-15 $0.2000 0.32%
2022-12-01 $0.2000 0.29%
2023-03-16 $0.2000 0.39%
2023-06-15 $0.2200 0.43%
2023-09-14 $0.2200 0.43%
2023-12-07 $0.2200 0.39%
2024-03-13 $0.2200 0.37%
2024-06-14 $0.2400 0.41%
2024-09-13 $0.2400 0.33%
2024-12-06 $0.2400 0.30%
2025-03-14 $0.2400 0.33%
2025-06-13 $0.2700 0.31%
2025-09-12 $0.2700 0.28%
2025-12-05 $0.2700 0.30%
2026-03-16 $0.2700 0.32%
Total 55 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
2021-06-10 $34.30 $6.86 $0.05 0.4880
2021-09-09 $34.39 $6.88 $0.05 0.4161
2021-12-02 $34.46 $6.89 $0.05 0.4102
2022-03-10 $34.54 $6.91 $0.06 0.4969
2022-06-09 $38.47 $7.69 $0.06 0.6033
2022-09-15 $38.59 $7.72 $0.06 0.5042
2022-12-01 $38.69 $7.74 $0.06 0.4511
2023-03-16 $38.78 $7.76 $0.06 0.5830
2023-06-15 $42.79 $8.56 $0.07 0.6536
2023-09-14 $42.93 $8.59 $0.07 0.6660
2023-12-07 $43.08 $8.62 $0.07 0.6354
2024-03-13 $43.22 $8.64 $0.07 0.5796
2024-06-14 $47.29 $9.46 $0.08 0.6443
2024-09-13 $47.44 $9.49 $0.08 0.5189
2024-12-06 $47.57 $9.51 $0.08 0.4681
2025-03-14 $47.68 $9.54 $0.08 0.5196
2025-06-13 $53.78 $10.76 $0.09 0.5017
2025-09-12 $53.92 $10.78 $0.09 0.4582
2025-12-05 $54.04 $10.81 $0.09 0.4782
2026-03-16 $54.17 $10.83 $0.09 0.5038
Total $870.14 $174.03 $1.39 10.5800

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.

ROOT

CAGR -34.99% Total -90.47% Final $952.88
2020-10-28 — 2026-04-14
BANF

CAGR 14.09% Total 11473.48% Final $1,157,348
1990-03-26 — 2026-04-14
HRMY

CAGR -4.06% Total -20.86% Final $7,914
2020-08-19 — 2026-04-14