The Marzetti Company (MZTI) Stock Total Returns
Growth of $10,000 chart
2021-04-21 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$7,444
Total Return
-25.56%
CAGR
-5.73%
Dividends
$982.91
Yield on Cost
9.83%
Rolling Returns
1-Month (21 Trading Days)
| Average | -0.06% |
| Median | -0.13% |
| Best | +32.44% |
| Worst | -23.39% |
| % of Windows Positive | 49.6% |
1-Year (252 Trading Days)
| Average | +2.87% |
| Median | -1.05% |
| Best | +73.98% |
| Worst | -38.40% |
| % of Windows Positive | 47.6% |
3-Year (756 Trading Days)
| Average | +9.98% |
| Median | +8.89% |
| Best | +51.47% |
| Worst | -33.59% |
| % of Windows Positive | 72.5% |
Risk Metrics
| Maximum Drawdown | -39.68% |
| Average Drawdown | -15.56% |
| Drawdown Duration | 330 Trading Days |
| Sortino Ratio | -0.11 |
| Calmar Ratio | -0.14 |
| CVaR (5%) | -3.92% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -22.30% (-56.41% ann.) | $2229.95 | $60.82 | $12.16 | $0.10 |
| 2025 | -3.36% | $335.74 | $223.77 | $44.75 | $0.36 |
| 2024 | +5.69% | +$568.78 | $220.61 | $44.12 | $0.35 |
| 2023 | -14.35% | $1434.93 | $175.83 | $35.17 | $0.28 |
| 2022 | +21.12% | +$2112.22 | $197.59 | $39.52 | $0.32 |
| 2021 | -8.59% | $859.27 | $166.83 | $33.37 | $0.27 |
| 2020 | +16.35% | +$1634.85 | $178.97 | $35.79 | $0.29 |
| 2019 | -8.20% | $820.28 | $150.63 | $30.13 | $0.24 |
| 2018 | +38.75% | +$3874.66 | $190.69 | $38.14 | $0.31 |
| 2017 | -7.31% | $730.53 | $159.98 | $32.00 | $0.26 |
| 2016 | +24.08% | +$2408.08 | $178.50 | $35.70 | $0.29 |
| 2015 | +29.66% | +$2965.60 | $742.40 | $148.48 | $1.19 |
| 2014 | +7.88% | +$787.59 | $203.10 | $40.62 | $0.32 |
| 2013 | +29.53% | +$2953.41 | $235.65 | $47.13 | $0.38 |
| 2012 | +7.12% | +$711.54 | $942.26 | $188.45 | $1.51 |
| 2011 | +23.39% | +$2339.21 | $237.69 | $47.54 | $0.38 |
| 2010 | +17.28% | +$1727.96 | $249.26 | $49.85 | $0.40 |
| 2009 | +47.78% | +$4777.89 | $339.43 | $67.89 | $0.54 |
| 2008 | -11.28% | $1128.38 | $286.14 | $57.23 | $0.46 |
| 2007 | -8.47% | $847.47 | $247.96 | $49.59 | $0.40 |
| 2006 | +22.03% | +$2203.17 | $285.63 | $57.13 | $0.46 |
| 2005 | -8.30% | $829.91 | $710.25 | $142.05 | $1.14 |
| 2004 | -3.36% | $335.72 | $209.57 | $41.91 | $0.34 |
| 2003 | +17.49% | +$1748.69 | $213.76 | $42.75 | $0.34 |
| 2002 | +11.76% | +$1175.97 | $209.63 | $41.93 | $0.34 |
| 2001 | +28.68% | +$2867.84 | $247.46 | $49.49 | $0.40 |
| 2000 | -13.50% | $1350.44 | $197.73 | $39.55 | $0.32 |
| 1999 | +4.71% | +$471.50 | $191.01 | $38.20 | $0.31 |
| 1998 | -13.39% | $1339.23 | $152.32 | $30.46 | $0.24 |
| 1997 | +24.08% | +$2408.20 | $166.03 | $33.21 | $0.27 |
| 1996 | +25.26% | +$2526.13 | $186.25 | $37.25 | $0.30 |
| 1995 | +28.56% | +$2856.13 | $208.72 | $41.75 | $0.33 |
| 1994 | -13.87% | $1386.94 | $143.36 | $28.67 | $0.23 |
| 1993 | +57.02% | +$5702.43 | $182.25 | $36.45 | $0.29 |
| 1992 | +52.37% | +$5236.79 | $235.67 | $47.13 | $0.38 |
| 1991 | +142.13% | +$14212.65 | $495.16 | $99.03 | $0.79 |
| 1990 | -30.88% | $3087.79 | $311.34 | $62.27 | $0.50 |
| 1989 | +36.94% | +$3694.15 | $393.59 | $78.72 | $0.63 |
| 1988 | +10.59% | +$1058.69 | $399.19 | $79.84 | $0.64 |
| 1987 | -5.56% | $556.18 | $355.79 | $71.16 | $0.57 |
| 1986 | +34.73% | +$3472.67 | $112.67 | $22.54 | $0.18 |
| 1985 | +14.52% | +$1451.61 | $0.00 | $0.00 | $0.00 |
| 1984 | -13.89% | $1388.89 | $0.00 | $0.00 | $0.00 |
| 1983 | +13.68% | +$1368.42 | $0.00 | $0.00 | $0.00 |
| 1982 | +55.74% | +$5573.78 | $0.00 | $0.00 | $0.00 |
| 1981 | +25.77% | +$2577.31 | $0.00 | $0.00 | $0.00 |
| 1980 partial | +18.29% (+23.65% ann.) | +$1829.27 | $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 | +23.33% | +4.68% | +$2333.17 | $1078.18 | $215.64 | $1.72 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +59.82% | +19.98% | +$5981.61 | $646.26 | $129.25 | $1.03 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +13.25% | +2.52% | +$1325.39 | $1756.40 | $351.28 | $2.81 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | +0.84% | +0.59% | +$83.90 | $428.16 | $85.63 | $0.69 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +86.12% | +20.20% | +$8612.05 | $1095.51 | $219.10 | $1.75 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +169.79% | +14.01% | +$16979.38 | $4071.65 | $814.33 | $6.51 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -19.00% | -90.98% | $1900.00 | $45.13 | $9.03 | $0.07 |
| Policy bazooka / monetary euphoria | March 25, 2020 – November 6, 2020 | +30.96% | +54.64% | +$3096.25 | $108.21 | $21.64 | $0.17 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | -7.06% | -6.71% | $705.62 | $179.39 | $35.88 | $0.29 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +41.53% | +44.59% | +$4152.54 | $220.32 | $44.06 | $0.35 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -11.21% | -6.22% | $1121.50 | $340.18 | $68.04 | $0.54 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | -27.19% | -18.11% | $2718.53 | $326.97 | $65.39 | $0.52 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1986-12-04 | $0.0400 | 0.86% |
| 1987-03-04 | $0.0400 | 0.70% |
| 1987-06-04 | $0.0425 | 0.81% |
| 1987-09-03 | $0.0425 | 0.72% |
| 1987-12-04 | $0.0425 | 0.89% |
| 1988-03-04 | $0.0425 | 1.07% |
| 1988-06-06 | $0.0425 | 1.01% |
| 1988-09-02 | $0.0425 | 0.95% |
| 1988-12-05 | $0.0450 | 0.97% |
| 1989-03-06 | $0.0450 | 0.95% |
| 1989-06-05 | $0.0450 | 0.89% |
| 1989-09-01 | $0.0450 | 0.77% |
| 1989-12-05 | $0.0475 | 0.77% |
| 1990-03-05 | $0.0475 | 0.89% |
| 1990-06-05 | $0.0475 | 0.84% |
| 1990-09-04 | $0.0475 | 1.06% |
| 1990-12-04 | $0.0500 | 1.19% |
| 1991-03-05 | $0.0500 | 1.01% |
| 1991-06-04 | $0.0500 | 0.87% |
| 1991-09-04 | $0.0500 | 0.78% |
| 1991-12-04 | $0.0550 | 0.62% |
| 1992-03-04 | $0.0550 | 0.51% |
| 1992-06-04 | $0.0563 | 0.56% |
| 1992-09-03 | $0.0563 | 0.45% |
| 1992-12-04 | $0.0638 | 0.47% |
| 1993-03-04 | $0.0638 | 0.37% |
| 1993-06-04 | $0.0650 | 0.36% |
| 1993-09-03 | $0.0650 | 0.33% |
| 1993-12-06 | $0.0750 | 0.34% |
| 1994-03-04 | $0.0750 | 0.34% |
| 1994-06-06 | $0.0800 | 0.34% |
| 1994-09-02 | $0.0800 | 0.33% |
| 1994-12-05 | $0.0933 | 0.43% |
| 1995-03-06 | $0.0933 | 0.40% |
| 1995-06-06 | $0.1000 | 0.41% |
| 1995-09-07 | $0.1000 | 0.43% |
| 1995-12-06 | $0.1133 | 0.49% |
| 1996-03-06 | $0.1133 | 0.44% |
| 1996-06-06 | $0.1133 | 0.46% |
| 1996-09-06 | $0.1133 | 0.47% |
| 1996-12-06 | $0.1200 | 0.43% |
| 1997-03-06 | $0.1200 | 0.39% |
| 1997-06-06 | $0.1267 | 0.42% |
| 1997-09-08 | $0.1267 | 0.38% |
| 1997-12-08 | $0.1333 | 0.37% |
| 1998-03-06 | $0.1400 | 0.33% |
| 1998-06-08 | $0.1400 | 0.34% |
| 1998-09-08 | $0.1400 | 0.47% |
| 1998-12-08 | $0.1500 | 0.51% |
| 1999-03-08 | $0.1500 | 0.54% |
| 1999-06-08 | $0.1500 | 0.45% |
| 1999-09-08 | $0.1500 | 0.44% |
| 1999-12-08 | $0.1600 | 0.50% |
| 2000-03-08 | $0.1600 | 0.57% |
| 2000-06-07 | $0.1600 | 0.69% |
| 2000-09-06 | $0.1600 | 0.71% |
| 2000-12-06 | $0.1700 | 0.64% |
| 2001-03-08 | $0.1700 | 0.56% |
| 2001-06-07 | $0.1700 | 0.52% |
| 2001-09-06 | $0.1700 | 0.52% |
| 2001-12-06 | $0.1800 | 0.52% |
| 2002-03-06 | $0.1800 | 0.53% |
| 2002-06-06 | $0.1800 | 0.47% |
| 2002-09-06 | $0.1800 | 0.41% |
| 2002-12-06 | $0.2000 | 0.54% |
| 2003-03-06 | $0.2000 | 0.54% |
| 2003-06-06 | $0.2000 | 0.51% |
| 2003-09-08 | $0.2000 | 0.49% |
| 2003-12-08 | $0.2300 | 0.54% |
| 2004-03-08 | $0.2300 | 0.55% |
| 2004-06-08 | $0.2300 | 0.56% |
| 2004-09-08 | $0.2300 | 0.53% |
| 2004-12-08 | $0.2500 | 0.59% |
| 2005-03-08 | $0.2500 | 0.59% |
| 2005-06-08 | $0.2500 | 0.58% |
| 2005-09-07 | $0.2500 | 0.56% |
| 2005-12-07 | $2.2600 | 5.64% |
| 2006-03-08 | $0.2600 | 0.65% |
| 2006-06-07 | $0.2600 | 0.68% |
| 2006-09-06 | $0.2600 | 0.59% |
| 2006-12-06 | $0.2700 | 0.60% |
| 2007-03-07 | $0.2700 | 0.66% |
| 2007-06-06 | $0.2700 | 0.62% |
| 2007-09-06 | $0.2700 | 0.68% |
| 2007-12-06 | $0.2800 | 0.72% |
| 2008-03-06 | $0.2800 | 0.74% |
| 2008-06-06 | $0.2800 | 0.83% |
| 2008-09-08 | $0.2800 | 0.82% |
| 2008-12-08 | $0.2850 | 0.90% |
| 2009-03-06 | $0.2850 | 0.73% |
| 2009-06-08 | $0.2850 | 0.61% |
| 2009-09-08 | $0.2850 | 0.57% |
| 2009-12-08 | $0.3000 | 0.62% |
| 2010-03-08 | $0.3000 | 0.50% |
| 2010-06-08 | $0.3000 | 0.56% |
| 2010-09-08 | $0.3000 | 0.65% |
| 2010-12-08 | $0.3300 | 0.59% |
| 2011-03-08 | $0.3300 | 0.59% |
| 2011-06-08 | $0.3300 | 0.58% |
| 2011-09-07 | $0.3300 | 0.57% |
| 2011-12-07 | $0.3600 | 0.51% |
| 2012-03-07 | $0.3600 | 0.56% |
| 2012-06-06 | $0.3600 | 0.54% |
| 2012-09-05 | $0.3600 | 0.49% |
| 2012-12-06 | $5.3800 | 6.98% |
| 2013-03-06 | $0.3800 | 0.52% |
| 2013-06-06 | $0.4000 | 0.49% |
| 2013-09-05 | $0.4000 | 0.56% |
| 2013-12-05 | $0.4400 | 0.51% |
| 2014-03-05 | $0.4400 | 0.46% |
| 2014-06-05 | $0.4400 | 0.48% |
| 2014-09-05 | $0.4400 | 0.50% |
| 2014-12-04 | $0.4600 | 0.48% |
| 2015-03-05 | $0.4600 | 0.51% |
| 2015-06-05 | $0.4600 | 0.52% |
| 2015-09-04 | $0.4600 | 0.47% |
| 2015-12-07 | $5.5000 | 4.69% |
| 2016-03-07 | $0.5000 | 0.48% |
| 2016-06-07 | $0.5000 | 0.40% |
| 2016-09-07 | $0.5000 | 0.36% |
| 2016-12-07 | $0.5500 | 0.41% |
| 2017-03-07 | $0.5500 | 0.42% |
| 2017-06-06 | $0.5500 | 0.43% |
| 2017-09-07 | $0.5500 | 0.46% |
| 2017-12-07 | $0.6000 | 0.45% |
| 2018-03-08 | $0.6000 | 0.49% |
| 2018-06-07 | $0.6000 | 0.47% |
| 2018-09-06 | $0.6000 | 0.38% |
| 2018-12-06 | $0.6500 | 0.36% |
| 2019-03-07 | $0.6500 | 0.42% |
| 2019-06-06 | $0.6500 | 0.44% |
| 2019-09-06 | $0.6500 | 0.44% |
| 2019-12-05 | $0.7000 | 0.44% |
| 2020-03-05 | $0.7000 | 0.46% |
| 2020-06-08 | $0.7000 | 0.42% |
| 2020-09-08 | $0.7000 | 0.39% |
| 2020-12-04 | $0.7500 | 0.44% |
| 2021-03-08 | $0.7500 | 0.42% |
| 2021-06-08 | $0.7500 | 0.39% |
| 2021-09-09 | $0.7500 | 0.43% |
| 2021-12-03 | $0.8000 | 0.53% |
| 2022-03-08 | $0.8000 | 0.48% |
| 2022-06-08 | $0.8000 | 0.67% |
| 2022-09-08 | $0.8000 | 0.46% |
| 2022-12-02 | $0.8500 | 0.42% |
| 2023-03-08 | $0.8500 | 0.45% |
| 2023-06-08 | $0.8500 | 0.42% |
| 2023-09-07 | $0.8500 | 0.52% |
| 2023-12-01 | $0.9000 | 0.54% |
| 2024-03-06 | $0.9000 | 0.44% |
| 2024-06-07 | $0.9000 | 0.48% |
| 2024-09-09 | $0.9000 | 0.51% |
| 2024-12-05 | $0.9500 | 0.51% |
| 2025-03-07 | $0.9500 | 0.49% |
| 2025-06-06 | $0.9500 | 0.57% |
| 2025-09-08 | $0.9500 | 0.52% |
| 2025-12-05 | $1.0000 | 0.61% |
| 2026-03-06 | $1.0000 | 0.61% |
| Total | 158 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 |
|---|---|---|---|---|
| 2021-06-08 | $40.51 | $8.10 | $0.06 | 0.1646 |
| 2021-09-09 | $40.64 | $8.13 | $0.07 | 0.1875 |
| 2021-12-03 | $43.49 | $8.70 | $0.07 | 0.2318 |
| 2022-03-08 | $43.68 | $8.74 | $0.07 | 0.2228 |
| 2022-06-08 | $43.86 | $8.77 | $0.07 | 0.2930 |
| 2022-09-08 | $44.09 | $8.82 | $0.07 | 0.2069 |
| 2022-12-02 | $47.02 | $9.40 | $0.08 | 0.1845 |
| 2023-03-08 | $47.18 | $9.44 | $0.08 | 0.1992 |
| 2023-06-08 | $47.35 | $9.47 | $0.08 | 0.1896 |
| 2023-09-07 | $47.51 | $9.50 | $0.08 | 0.2369 |
| 2023-12-01 | $50.52 | $10.10 | $0.08 | 0.2413 |
| 2024-03-06 | $50.74 | $10.15 | $0.08 | 0.1981 |
| 2024-06-07 | $50.92 | $10.18 | $0.08 | 0.2185 |
| 2024-09-09 | $51.11 | $10.22 | $0.08 | 0.2322 |
| 2024-12-05 | $54.17 | $10.83 | $0.09 | 0.2349 |
| 2025-03-07 | $54.39 | $10.88 | $0.09 | 0.2256 |
| 2025-06-06 | $54.61 | $10.92 | $0.09 | 0.2596 |
| 2025-09-08 | $54.86 | $10.97 | $0.09 | 0.2377 |
| 2025-12-05 | $57.98 | $11.60 | $0.09 | 0.2894 |
| 2026-03-06 | $58.27 | $11.65 | $0.09 | 0.2866 |
| Total | $982.91 | $196.58 | $1.57 | 4.5406 |
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.