Performance analysis of Mastercard (MA)
Annual Return
Over the past 3 years, MA has had an average annual return of +11.95%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, MA has had an average annual return of +8.21%, underperforming the benchmark SPY, which returned +12.78% annual.
Over the past 10 years, MA has had an average annual return of +20.17%, outperforming the benchmark SPY, which returned +14.91% annual.
Since May 25, 2006, MA has had an average annual return of +27.37%, outperforming the benchmark SPY, which returned +11.15% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -3.64% | +9.03% | +24.17% | +23.39% | -2.66% | +1.16% | +20.17% | +59.16% | +25.32% | +47.68% | +6.91% | +13.80% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |||
| +3.73% | +70.67% | +32.09% | +66.72% | -12.22% | +79.73% | -33.39% | +119.41% | +114.37% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -5.48% | -4.01% | -3.39% | +0.83% | -1.78% | +3.97% | +6.77% | -3.64% | |||||
| 2025 | +5.64% | +3.76% | -4.89% | +0.14% | +6.85% | -4.04% | +0.94% | +5.09% | -4.45% | -2.83% | -0.26% | +3.70% | +9.03% |
| 2024 | +5.49% | +5.68% | +1.43% | -6.18% | -0.92% | -1.32% | +5.27% | +4.23% | +2.16% | +1.31% | +6.68% | -1.20% | +24.17% |
| 2023 | +6.74% | -4.13% | +2.29% | +4.74% | -3.95% | +7.75% | +0.39% | +4.66% | -4.05% | -4.80% | +9.96% | +3.06% | +23.39% |
| 2022 | +7.67% | -6.62% | -0.95% | +1.82% | -1.52% | -11.85% | +12.31% | -8.32% | -12.34% | +15.61% | +8.60% | -2.43% | -2.66% |
| 2021 | -11.28% | +11.88% | +0.62% | +7.43% | -5.62% | +1.25% | +5.84% | -10.29% | +0.42% | -3.38% | -6.14% | +14.10% | +1.16% |
| 2020 | +5.95% | -8.13% | -16.78% | +14% | +9.43% | -1.72% | +4.48% | +16.10% | -5.59% | -14.55% | +16.58% | +6.07% | +20.17% |
| 2019 | +12.11% | +6.46% | +4.75% | +8.13% | -1.08% | +5.19% | +3.05% | +3.34% | -3.48% | +2.06% | +5.57% | +2.18% | +59.16% |
| 2018 | +11.83% | +4% | -0.34% | +1.93% | +6.65% | +3.37% | +0.88% | +8.87% | +3.27% | -11.10% | +1.72% | -6.18% | +25.32% |
| 2017 | +3.19% | +3.88% | +1.82% | +3.63% | +5.64% | -1.16% | +5.42% | +4.30% | +5.93% | +5.52% | +1.14% | +0.59% | +47.68% |
Drawdown analysis of Mastercard (MA)
The maximum drawdown for the MA was -62.66%, occurring on Jan 20, 2009. Recovery took 621 trading sessions.
The current MA drawdown is -8.03%.
Since May 25, 2006 MA has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 10 times
- 10% or more: 23 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -62.66% | Jun 2, 2008 | 160 | Jan 20, 2009 | 621 | Jul 7, 2011 | 781 |
| -41.00% | Feb 19, 2020 | 23 | Mar 23, 2020 | 107 | Aug 24, 2020 | 130 |
| -28.25% | Feb 2, 2022 | 174 | Oct 12, 2022 | 180 | Jul 3, 2023 | 354 |
| -23.96% | Jul 16, 2007 | 22 | Aug 15, 2007 | 54 | Oct 31, 2007 | 76 |
| -22.40% | Apr 28, 2021 | 151 | Dec 1, 2021 | 43 | Feb 2, 2022 | 194 |
| -21.86% | Oct 1, 2018 | 58 | Dec 24, 2018 | 40 | Feb 22, 2019 | 98 |
| -21.71% | Dec 13, 2007 | 24 | Jan 18, 2008 | 44 | Mar 25, 2008 | 68 |
| -21.07% | Aug 28, 2020 | 44 | Oct 30, 2020 | 78 | Feb 24, 2021 | 122 |
| -20.91% | Aug 22, 2025 | 195 | Jun 3, 2026 | Ongoing | Ongoing | Ongoing |
| -20.38% | Nov 6, 2015 | 62 | Feb 8, 2016 | 157 | Sep 21, 2016 | 219 |
| -18.46% | Jan 9, 2014 | 64 | Apr 11, 2014 | 142 | Nov 3, 2014 | 206 |
| -16.73% | Feb 28, 2025 | 27 | Apr 8, 2025 | 23 | May 12, 2025 | 50 |
| -14.38% | Apr 27, 2012 | 24 | Jun 1, 2012 | 78 | Sep 21, 2012 | 102 |
| -13.74% | Aug 3, 2011 | 3 | Aug 8, 2011 | 21 | Sep 7, 2011 | 24 |
| -13.09% | Feb 8, 2007 | 18 | Mar 7, 2007 | 38 | May 1, 2007 | 56 |
| -13.04% | Sep 20, 2011 | 10 | Oct 4, 2011 | 18 | Oct 28, 2011 | 28 |
| -12.59% | Sep 18, 2023 | 29 | Oct 27, 2023 | 31 | Dec 12, 2023 | 60 |
| -11.93% | Nov 24, 2006 | 16 | Dec 18, 2006 | 13 | Jan 9, 2007 | 29 |
| -11.83% | Mar 21, 2024 | 86 | Jul 25, 2024 | 32 | Sep 10, 2024 | 118 |
| -11.78% | Jul 30, 2015 | 18 | Aug 25, 2015 | 42 | Oct 23, 2015 | 60 |
| -10.96% | Dec 1, 2011 | 34 | Jan 23, 2012 | 8 | Feb 2, 2012 | 42 |
| -10.69% | Jun 5, 2006 | 30 | Jul 18, 2006 | 11 | Aug 2, 2006 | 41 |
| -10.58% | Sep 5, 2019 | 34 | Oct 23, 2019 | 26 | Nov 29, 2019 | 60 |
| -9.78% | Jun 11, 2025 | 6 | Jun 20, 2025 | 42 | Aug 20, 2025 | 48 |
| -9.31% | Nov 7, 2007 | 10 | Nov 21, 2007 | 6 | Nov 30, 2007 | 16 |