Intuit Inc. (INTU) Stock Total Returns

Growth of $10,000 chart

2021-04-21 to 2026-04-21
to
$
%
%
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Investment Performance

Final Value
$10,169
Total Return
1.69%
CAGR
0.34%
Dividends
$440.81
Yield on Cost
4.41%

Rolling Returns

1-Month (21 Trading Days)
Average+0.51%
Median+0.59%
Best+28.11%
Worst-37.10%
% of Windows Positive52.2%
1-Year (252 Trading Days)
Average+7.82%
Median+6.45%
Best+69.69%
Worst-45.57%
% of Windows Positive60.2%
3-Year (756 Trading Days)
Average+38.32%
Median+31.54%
Best+114.49%
Worst-18.72%
% of Windows Positive92.2%

Risk Metrics

Maximum Drawdown -56.29%
Average Drawdown -20.40%
Drawdown Duration 182 Trading Days (Unrecovered)
Sortino Ratio 0.26
Calmar Ratio 0.01
CVaR (5%) -5.30%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -38.63% (-79.94% ann.) $3863.05 $36.26 $7.25 $0.06
2025 +5.96% +$596.36 $68.88 $13.78 $0.11
2024 +1.04% +$103.66 $59.94 $11.99 $0.10
2023 +61.51% +$6151.07 $83.44 $16.69 $0.13
2022 -39.19% $3919.00 $43.92 $8.78 $0.07
2021 +70.07% +$7006.97 $64.62 $12.92 $0.10
2020 +45.89% +$4589.15 $83.43 $16.69 $0.13
2019 +33.90% +$3389.96 $98.80 $19.76 $0.16
2018 +25.63% +$2562.88 $104.24 $20.85 $0.17
2017 +38.89% +$3889.03 $123.46 $24.69 $0.20
2016 +19.89% +$1989.09 $128.97 $25.79 $0.21
2015 +5.60% +$560.48 $114.28 $22.85 $0.18
2014 +21.80% +$2179.62 $107.79 $21.56 $0.17
2013 +29.45% +$2944.54 $118.08 $23.62 $0.19
2012 +14.07% +$1407.12 $118.28 $23.66 $0.19
2011 +6.94% +$694.39 $30.43 $6.09 $0.05
2010 +60.43% +$6042.96 $0.00 $0.00 $0.00
2009 +29.17% +$2917.19 $0.00 $0.00 $0.00
2008 -24.74% $2473.90 $0.00 $0.00 $0.00
2007 +3.61% +$360.54 $0.00 $0.00 $0.00
2006 +14.48% +$1448.41 $0.00 $0.00 $0.00
2005 +21.11% +$2110.88 $0.00 $0.00 $0.00
2004 -16.74% $1674.23 $0.00 $0.00 $0.00
2003 +12.66% +$1265.99 $0.00 $0.00 $0.00
2002 +9.68% +$967.74 $0.00 $0.00 $0.00
2001 +8.48% +$847.54 $0.00 $0.00 $0.00
2000 -34.20% $3420.23 $0.00 $0.00 $0.00
1999 +148.02% +$14801.72 $0.00 $0.00 $0.00
1998 +75.76% +$7575.76 $0.00 $0.00 $0.00
1997 +30.95% +$3095.24 $0.00 $0.00 $0.00
1996 -59.62% $5961.54 $0.00 $0.00 $0.00
1995 +133.71% +$13370.79 $0.00 $0.00 $0.00
1994 +56.60% +$5659.82 $0.00 $0.00 $0.00
1993 partial +34.25% (+44.19% ann.) +$3425.20 $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 +291.76% +34.68% +$29175.98 $0.00 $0.00 $0.00
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 -14.21% -5.78% $1420.56 $0.00 $0.00 $0.00
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +43.02% +7.42% +$4302.20 $0.00 $0.00 $0.00
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -29.24% -21.72% $2924.35 $0.00 $0.00 $0.00
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +133.41% +28.54% +$13341.19 $246.47 $49.29 $0.39
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +466.87% +25.77% +$46687.18 $1721.43 $344.28 $2.75
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -35.36% -99.31% $3536.05 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +51.33% +94.76% +$5132.71 $70.68 $14.14 $0.11
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +93.72% +87.26% +$9372.27 $68.15 $13.63 $0.11
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -43.22% -45.17% $4322.09 $43.30 $8.66 $0.07
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +61.38% +29.46% +$6138.49 $147.96 $29.59 $0.24
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 21, 2026 -35.35% -24.02% $3535.36 $123.09 $24.62 $0.20

Dividend History

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

Date Per Share Yield %
2011-10-05 $0.1500 0.32%
2012-01-06 $0.1500 0.29%
2012-04-05 $0.1500 0.25%
2012-07-06 $0.1500 0.25%
2012-10-05 $0.1700 0.28%
2013-01-08 $0.1700 0.27%
2013-04-08 $0.1700 0.26%
2013-07-08 $0.1700 0.27%
2013-10-08 $0.1900 0.29%
2014-01-08 $0.1900 0.25%
2014-04-08 $0.1900 0.25%
2014-07-08 $0.1900 0.23%
2014-10-08 $0.2500 0.30%
2015-01-07 $0.2500 0.28%
2015-04-08 $0.2500 0.26%
2015-07-08 $0.2500 0.24%
2015-10-07 $0.3000 0.33%
2016-01-07 $0.3000 0.31%
2016-04-07 $0.3000 0.29%
2016-07-08 $0.3000 0.26%
2016-10-05 $0.3400 0.31%
2017-01-06 $0.3400 0.29%
2017-04-06 $0.3400 0.29%
2017-07-06 $0.3400 0.26%
2017-10-06 $0.3900 0.27%
2018-01-09 $0.3900 0.24%
2018-04-09 $0.3900 0.23%
2018-07-09 $0.3900 0.19%
2018-10-09 $0.4700 0.22%
2019-01-09 $0.4700 0.23%
2019-04-09 $0.4700 0.18%
2019-07-09 $0.4700 0.17%
2019-10-09 $0.5300 0.20%
2020-01-09 $0.5300 0.19%
2020-04-09 $0.5300 0.22%
2020-07-09 $0.5300 0.17%
2020-10-08 $0.5900 0.18%
2021-01-08 $0.5900 0.16%
2021-04-09 $0.5900 0.14%
2021-07-09 $0.5900 0.12%
2021-10-07 $0.6800 0.13%
2022-01-07 $0.6800 0.12%
2022-04-08 $0.6800 0.14%
2022-07-08 $0.6800 0.17%
2022-10-06 $0.7800 0.19%
2023-01-09 $0.7800 0.20%
2023-04-06 $0.7800 0.18%
2023-07-07 $0.7800 0.17%
2023-10-05 $0.9000 0.17%
2024-01-09 $0.9000 0.15%
2024-04-09 $0.9000 0.14%
2024-07-10 $0.9000 0.14%
2024-10-10 $1.0400 0.17%
2025-01-10 $1.0400 0.17%
2025-04-10 $1.0400 0.17%
2025-07-10 $1.0400 0.14%
2025-10-09 $1.2000 0.18%
2026-01-09 $1.2000 0.18%
2026-04-09 $1.2000 0.31%
Total 59 payments

Portfolio Dividend Returns

Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-21 to 2026-04-21. Change
Date Total Yield Tax Trans. Cost Shares Bought
2021-07-09 $14.43 $2.89 $0.02 0.0229
2021-10-07 $16.64 $3.33 $0.03 0.0247
2022-01-07 $16.66 $3.33 $0.03 0.0234
2022-04-08 $16.68 $3.34 $0.03 0.0276
2022-07-08 $16.69 $3.34 $0.03 0.0328
2022-10-06 $19.18 $3.84 $0.03 0.0372
2023-01-09 $19.20 $3.84 $0.03 0.0388
2023-04-06 $19.23 $3.85 $0.03 0.0344
2023-07-07 $19.26 $3.85 $0.03 0.0343
2023-10-05 $22.26 $4.45 $0.04 0.0344
2024-01-09 $22.29 $4.46 $0.04 0.0294
2024-04-09 $22.31 $4.46 $0.04 0.0277
2024-07-10 $22.34 $4.47 $0.04 0.0282
2024-10-10 $25.84 $5.17 $0.04 0.0333
2025-01-10 $25.88 $5.18 $0.04 0.0331
2025-04-10 $25.91 $5.18 $0.04 0.0358
2025-07-10 $25.95 $5.19 $0.04 0.0277
2025-10-09 $29.97 $5.99 $0.05 0.0371
2026-01-09 $30.02 $6.00 $0.05 0.0370
2026-04-09 $30.06 $6.01 $0.05 0.0664
Total $440.81 $88.16 $0.71 0.6662

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.

CTRI

CAGR 17.27% Total 37.62% Final $13,762
2024-04-19 — 2026-04-21
MITK

CAGR 5.98% Total 771.43% Final $87,143
1989-01-03 — 2026-04-21
UAL

CAGR 5.65% Total 203.37% Final $30,337
2006-02-06 — 2026-04-21