MKS Inc. (MKSI) Stock Total Returns
Growth of $10,000 chart
2021-04-21 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$15,252
Total Return
52.52%
CAGR
8.81%
Dividends
$242.86
Yield on Cost
2.43%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.53% |
| Median | +0.12% |
| Best | +49.79% |
| Worst | -33.39% |
| % of Windows Positive | 50.3% |
1-Year (252 Trading Days)
| Average | +7.93% |
| Median | -0.95% |
| Best | +359.82% |
| Worst | -59.45% |
| % of Windows Positive | 49.4% |
3-Year (756 Trading Days)
| Average | +18.58% |
| Median | -21.66% |
| Best | +247.05% |
| Worst | -62.42% |
| % of Windows Positive | 35.3% |
Risk Metrics
| Maximum Drawdown | -68.37% |
| Average Drawdown | -36.30% |
| Drawdown Duration | 1182 Trading Days |
| Sortino Ratio | 0.62 |
| Calmar Ratio | 0.13 |
| CVaR (5%) | -6.71% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +71.46% (+489.50% ann.) | +$7145.52 | $15.64 | $3.13 | $0.02 |
| 2025 | +54.09% | +$5409.13 | $84.53 | $16.91 | $0.13 |
| 2024 | +2.07% | +$206.75 | $85.73 | $17.15 | $0.14 |
| 2023 | +22.36% | +$2235.66 | $104.15 | $20.83 | $0.17 |
| 2022 | -51.05% | $5104.72 | $50.63 | $10.13 | $0.08 |
| 2021 | +16.25% | +$1625.06 | $57.25 | $11.45 | $0.09 |
| 2020 | +37.52% | +$3752.09 | $72.88 | $14.58 | $0.12 |
| 2019 | +71.59% | +$7158.71 | $124.20 | $24.84 | $0.20 |
| 2018 | -31.18% | $3117.68 | $82.72 | $16.54 | $0.13 |
| 2017 | +60.20% | +$6019.67 | $119.03 | $23.81 | $0.19 |
| 2016 | +67.11% | +$6711.38 | $189.93 | $37.98 | $0.30 |
| 2015 | -0.15% | $15.09 | $185.46 | $37.10 | $0.30 |
| 2014 | +24.33% | +$2433.17 | $220.34 | $44.07 | $0.35 |
| 2013 | +18.24% | +$1823.75 | $250.02 | $50.00 | $0.40 |
| 2012 | -5.60% | $560.44 | $224.33 | $44.86 | $0.36 |
| 2011 | +15.68% | +$1567.94 | $246.53 | $49.30 | $0.39 |
| 2010 | +40.80% | +$4080.46 | $0.00 | $0.00 | $0.00 |
| 2009 | +17.65% | +$1764.71 | $0.00 | $0.00 | $0.00 |
| 2008 | -22.73% | $2272.73 | $0.00 | $0.00 | $0.00 |
| 2007 | -15.23% | $1523.47 | $0.00 | $0.00 | $0.00 |
| 2006 | +26.22% | +$2621.57 | $0.00 | $0.00 | $0.00 |
| 2005 | -3.56% | $355.79 | $0.00 | $0.00 | $0.00 |
| 2004 | -36.03% | $3603.45 | $0.00 | $0.00 | $0.00 |
| 2003 | +76.51% | +$7650.63 | $0.00 | $0.00 | $0.00 |
| 2002 | -39.22% | $3921.57 | $0.00 | $0.00 | $0.00 |
| 2001 | +74.39% | +$7438.71 | $0.00 | $0.00 | $0.00 |
| 2000 | -57.09% | $5709.34 | $0.00 | $0.00 | $0.00 |
| 1999 partial | +156.89% (+248.53% ann.) | +$15688.89 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania partial | March 30, 1999 – March 10, 2000 | +337.33% | +374.75% | +$33733.33 | $0.00 | $0.00 | $0.00 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | -85.16% | -52.35% | $8516.21 | $0.00 | $0.00 | $0.00 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +115.92% | +16.66% | +$11591.83 | $0.00 | $0.00 | $0.00 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -43.15% | -32.95% | $4314.80 | $0.00 | $0.00 | $0.00 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +121.83% | +26.62% | +$12183.24 | $746.70 | $149.33 | $1.18 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +390.50% | +23.39% | +$39049.65 | $2122.54 | $424.50 | $3.39 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -36.57% | -99.45% | $3657.06 | $17.26 | $3.45 | $0.03 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +52.65% | +97.51% | +$5265.31 | $47.79 | $9.56 | $0.08 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +25.37% | +23.92% | +$2536.98 | $83.66 | $16.73 | $0.13 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -57.05% | -59.23% | $5704.76 | $43.43 | $8.69 | $0.07 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +43.70% | +21.60% | +$4369.98 | $230.09 | $46.02 | $0.37 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | +156.13% | +80.81% | +$15613.10 | $125.72 | $25.14 | $0.20 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2011-02-25 | $0.1500 | 0.53% |
| 2011-05-27 | $0.1500 | 0.58% |
| 2011-08-30 | $0.1500 | 0.62% |
| 2011-11-29 | $0.1500 | 0.62% |
| 2012-02-28 | $0.1500 | 0.48% |
| 2012-05-30 | $0.1500 | 0.57% |
| 2012-08-29 | $0.1600 | 0.59% |
| 2012-11-28 | $0.1600 | 0.67% |
| 2013-02-27 | $0.1600 | 0.59% |
| 2013-05-30 | $0.1600 | 0.57% |
| 2013-08-28 | $0.1600 | 0.63% |
| 2013-11-27 | $0.1600 | 0.54% |
| 2014-02-27 | $0.1600 | 0.53% |
| 2014-05-29 | $0.1650 | 0.57% |
| 2014-08-28 | $0.1650 | 0.50% |
| 2014-11-26 | $0.1650 | 0.46% |
| 2015-02-26 | $0.1650 | 0.46% |
| 2015-05-28 | $0.1700 | 0.45% |
| 2015-08-27 | $0.1700 | 0.52% |
| 2015-11-25 | $0.1700 | 0.46% |
| 2016-02-25 | $0.1700 | 0.53% |
| 2016-05-25 | $0.1700 | 0.43% |
| 2016-08-25 | $0.1700 | 0.35% |
| 2016-11-23 | $0.1700 | 0.30% |
| 2017-02-23 | $0.1750 | 0.26% |
| 2017-05-24 | $0.1750 | 0.22% |
| 2017-08-24 | $0.1750 | 0.22% |
| 2017-11-24 | $0.1800 | 0.17% |
| 2018-02-23 | $0.1800 | 0.16% |
| 2018-05-24 | $0.2000 | 0.18% |
| 2018-08-24 | $0.2000 | 0.22% |
| 2018-11-23 | $0.2000 | 0.27% |
| 2019-02-22 | $0.2000 | 0.23% |
| 2019-05-23 | $0.2000 | 0.27% |
| 2019-08-23 | $0.2000 | 0.25% |
| 2019-11-22 | $0.2000 | 0.19% |
| 2020-02-21 | $0.2000 | 0.17% |
| 2020-05-21 | $0.2000 | 0.20% |
| 2020-08-21 | $0.2000 | 0.17% |
| 2020-11-20 | $0.2000 | 0.15% |
| 2021-02-19 | $0.2000 | 0.13% |
| 2021-05-27 | $0.2200 | 0.12% |
| 2021-08-27 | $0.2200 | 0.15% |
| 2021-11-26 | $0.2200 | 0.14% |
| 2022-02-25 | $0.2200 | 0.15% |
| 2022-05-26 | $0.2200 | 0.19% |
| 2022-08-05 | $0.2200 | 0.18% |
| 2022-11-25 | $0.2200 | 0.27% |
| 2023-02-24 | $0.2200 | 0.24% |
| 2023-05-26 | $0.2200 | 0.24% |
| 2023-08-25 | $0.2200 | 0.24% |
| 2023-11-24 | $0.2200 | 0.28% |
| 2024-02-23 | $0.2200 | 0.18% |
| 2024-05-24 | $0.2200 | 0.17% |
| 2024-08-26 | $0.2200 | 0.18% |
| 2024-11-25 | $0.2200 | 0.19% |
| 2025-02-24 | $0.2200 | 0.21% |
| 2025-05-27 | $0.2200 | 0.26% |
| 2025-08-25 | $0.2200 | 0.21% |
| 2025-11-24 | $0.2200 | 0.15% |
| 2026-02-23 | $0.2500 | 0.10% |
| Total | 61 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 |
|---|---|---|---|---|
| 2021-05-27 | $11.89 | $2.38 | $0.02 | 0.0508 |
| 2021-08-27 | $11.90 | $2.38 | $0.02 | 0.0632 |
| 2021-11-26 | $11.91 | $2.38 | $0.02 | 0.0614 |
| 2022-02-25 | $11.93 | $2.39 | $0.02 | 0.0630 |
| 2022-05-26 | $11.94 | $2.39 | $0.02 | 0.0798 |
| 2022-08-05 | $11.96 | $2.39 | $0.02 | 0.0791 |
| 2022-11-25 | $11.98 | $2.40 | $0.02 | 0.1179 |
| 2023-02-24 | $12.00 | $2.40 | $0.02 | 0.1047 |
| 2023-05-26 | $12.03 | $2.41 | $0.02 | 0.0965 |
| 2023-08-25 | $12.05 | $2.41 | $0.02 | 0.1016 |
| 2023-11-24 | $12.07 | $2.41 | $0.02 | 0.1229 |
| 2024-02-23 | $12.10 | $2.42 | $0.02 | 0.0805 |
| 2024-05-24 | $12.11 | $2.42 | $0.02 | 0.0738 |
| 2024-08-26 | $12.13 | $2.43 | $0.02 | 0.0821 |
| 2024-11-25 | $12.15 | $2.43 | $0.02 | 0.0833 |
| 2025-02-24 | $12.17 | $2.43 | $0.02 | 0.0972 |
| 2025-05-27 | $12.19 | $2.44 | $0.02 | 0.1113 |
| 2025-08-25 | $12.21 | $2.44 | $0.02 | 0.0918 |
| 2025-11-24 | $12.23 | $2.45 | $0.02 | 0.0651 |
| 2026-02-23 | $13.92 | $2.78 | $0.02 | 0.0438 |
| Total | $242.86 | $48.57 | $0.39 | 1.6699 |
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.