Meridian Corporation (MRBK) Stock Total Returns

Growth of $10,000 chart

2021-04-21 to 2026-04-21
to
$
%
%
Loading chart…

Investment Performance

Final Value
$19,271
Total Return
92.71%
CAGR
14.02%
Dividends
$2,415.46
Yield on Cost
24.15%

Rolling Returns

1-Month (21 Trading Days)
Average+1.61%
Median+1.96%
Best+46.43%
Worst-34.13%
% of Windows Positive56.7%
1-Year (252 Trading Days)
Average+8.16%
Median+8.70%
Best+86.63%
Worst-47.28%
% of Windows Positive62.1%
3-Year (756 Trading Days)
Average+5.12%
Median+0.87%
Best+84.24%
Worst-26.92%
% of Windows Positive51.9%

Risk Metrics

Maximum Drawdown -55.17%
Average Drawdown -19.32%
Drawdown Duration 706 Trading Days
Sortino Ratio 0.89
Calmar Ratio 0.25
CVaR (5%) -4.20%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +15.76% (+61.86% ann.) +$1576.01 $79.63 $15.93 $0.13
2025 +31.70% +$3169.59 $368.26 $73.65 $0.59
2024 +2.46% +$245.82 $365.37 $73.07 $0.58
2023 -5.01% $500.75 $334.22 $66.85 $0.53
2022 -14.19% $1419.30 $494.63 $98.92 $0.79
2021 +85.60% +$8560.33 $768.35 $153.67 $1.24
2020 +4.24% +$424.23 $124.21 $24.84 $0.20
2019 +17.59% +$1758.88 $0.00 $0.00 $0.00
2018 -14.06% $1406.40 $0.00 $0.00 $0.00
2017 partial +9.48% (+88.92% ann.) +$947.94 $0.00 $0.00 $0.00

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Secular stagnation / QE / low inflation / duration bull partial November 7, 2017 – February 19, 2020 +10.30% +4.39% +$1030.14 $0.00 $0.00 $0.00
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -36.21% -99.41% $3621.46 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +38.05% +68.01% +$3804.99 $191.14 $38.22 $0.31
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +95.76% +89.13% +$9575.71 $866.22 $173.25 $1.40
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -2.03% -2.16% $203.47 $477.47 $95.49 $0.76
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -19.94% -11.31% $1994.09 $623.69 $124.74 $0.99
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 21, 2026 +74.41% +41.95% +$7441.33 $644.85 $128.97 $1.03

Dividend History

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

Date Per Share Yield %
2020-08-07 $0.0625 0.81%
2020-11-06 $0.0625 0.69%
2021-02-10 $0.0625 0.55%
2021-02-26 $0.5000 3.85%
2021-05-07 $0.0625 0.48%
2021-08-06 $0.0625 0.47%
2021-11-12 $0.1000 0.59%
2022-02-11 $0.6000 3.20%
2022-05-13 $0.1000 0.61%
2022-08-12 $0.1000 0.67%
2022-11-10 $0.1000 0.63%
2023-02-13 $0.1250 0.79%
2023-05-12 $0.1250 1.40%
2023-08-11 $0.1250 1.00%
2023-11-10 $0.1250 1.14%
2024-02-09 $0.1250 1.27%
2024-05-10 $0.1250 1.37%
2024-08-12 $0.1250 1.18%
2024-11-12 $0.1250 0.90%
2025-02-10 $0.1250 0.74%
2025-05-12 $0.1250 0.93%
2025-08-11 $0.1250 0.86%
2025-11-10 $0.1250 0.86%
2026-02-09 $0.1400 0.68%
Total 24 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
2021-05-07 $50.83 $10.17 $0.08 3.1425
2021-08-06 $51.03 $10.20 $0.08 2.9428
2021-11-12 $81.94 $16.39 $0.13 3.8815
2022-02-11 $493.98 $98.80 $0.79 21.4637
2022-05-13 $84.48 $16.89 $0.13 4.1518
2022-08-12 $84.90 $16.98 $0.13 4.4083
2022-11-10 $85.33 $17.06 $0.13 4.2581
2023-02-13 $107.20 $21.44 $0.17 5.4307
2023-05-12 $107.88 $21.58 $0.17 9.5170
2023-08-11 $109.07 $21.82 $0.18 7.0796
2023-11-10 $109.95 $21.99 $0.18 7.9950
2024-02-09 $110.95 $22.19 $0.18 9.0762
2024-05-10 $112.09 $22.42 $0.18 9.8883
2024-08-12 $113.32 $22.66 $0.18 8.8615
2024-11-12 $114.43 $22.88 $0.18 6.5964
2025-02-10 $115.25 $23.05 $0.18 5.4514
2025-05-12 $115.93 $23.19 $0.18 6.5554
2025-08-11 $116.75 $23.35 $0.18 6.5507
2025-11-10 $117.57 $23.51 $0.19 6.3814
2026-02-09 $132.57 $26.51 $0.21 5.1760
Total $2415.46 $483.09 $3.87 138.8085

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.

SOC

CAGR 7.73% Total 45.15% Final $14,515
2021-04-19 — 2026-04-21
CARS

CAGR -9.09% Total -57.13% Final $4,287
2017-06-01 — 2026-04-21
KFS

CAGR -4.23% Total -65.70% Final $3,430
2001-07-11 — 2026-04-21