Microsoft Corporation (MSFT) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$16,824
Total Return
68.24%
CAGR
10.97%
Dividends
$564.76
Yield on Cost
5.65%

Rolling Returns

1-Month (21 Trading Days)
Average+1.02%
Median+0.93%
Best+27.77%
Worst-18.31%
% of Windows Positive54.4%
1-Year (252 Trading Days)
Average+15.36%
Median+13.82%
Best+72.17%
Worst-35.42%
% of Windows Positive72.3%
3-Year (756 Trading Days)
Average+66.60%
Median+61.29%
Best+140.84%
Worst+16.95%
% of Windows Positive100.0%

Risk Metrics

Maximum Drawdown -37.22%
Average Drawdown -10.74%
Drawdown Duration 393 Trading Days
Sortino Ratio 0.76
Calmar Ratio 0.29
CVaR (5%) -3.71%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -12.13% (-34.67% ann.) $1213.49 $18.82 $3.76 $0.03
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 – April 21, 2026 -0.62% -0.39% $62.28 $119.78 $23.96 $0.19

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%
Total 89 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
2021-05-19 $21.49 $4.30 $0.03 0.0706
2021-08-18 $21.53 $4.31 $0.03 0.0591
2021-11-17 $23.87 $4.77 $0.04 0.0562
2022-02-16 $23.91 $4.78 $0.04 0.0637
2022-05-18 $23.95 $4.79 $0.04 0.0753
2022-08-17 $23.99 $4.80 $0.04 0.0658
2022-11-16 $26.36 $5.27 $0.04 0.0871
2023-02-15 $26.42 $5.28 $0.04 0.0783
2023-05-17 $26.47 $5.29 $0.04 0.0673
2023-08-16 $26.52 $5.30 $0.04 0.0661
2023-11-15 $29.30 $5.86 $0.05 0.0633
2024-02-14 $29.35 $5.87 $0.05 0.0572
2024-05-15 $29.39 $5.88 $0.05 0.0555
2024-08-15 $29.43 $5.89 $0.05 0.0558
2024-11-21 $32.62 $6.52 $0.05 0.0631
2025-02-20 $32.67 $6.53 $0.05 0.0627
2025-05-15 $32.72 $6.54 $0.05 0.0577
2025-08-21 $32.77 $6.55 $0.05 0.0519
2025-11-20 $35.97 $7.19 $0.06 0.0600
2026-02-19 $36.03 $7.21 $0.06 0.0722
Total $564.76 $112.95 $0.90 1.2887

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.

CRL

CAGR 8.55% Total 732.27% Final $83,227
2000-06-23 — 2026-04-21
MCK

CAGR 14.11% Total 6237.90% Final $633,790
1994-11-10 — 2026-04-21
TRUP

CAGR 7.91% Total 144.82% Final $24,482
2014-07-18 — 2026-04-21