Merchants Financial Group, Inc. (MFGI)

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Merchants Financial Group, Inc. (MFGI) is up 30.5% since the beginning of the year. At $41 per share, MFGI is currently trading at its 52-week high. Investors who bought $1,000 worth of MFGI shares 5 years ago would now be looking at an investment worth $1,948.

Merchants Financial Group, Inc. (MFGI) has returned 30.46% so far this year and 69.37% over the past 12 months. Over the last ten years, MFGI has had an annualized return of 13.01%, just under the S&P 500 Index benchmark’s 13.08%.

Based on dividend-adjusted daily data since Oct 7, 2003, MFGI's average daily return is +0.06%, while the average monthly return is +0.81%. At this rate, an investment would double in approximately 7.2 years.

Historically, 56% of months were positive and 44% were negative. The best month was Feb 2018 with a return of +19.4%, while the worst month was Mar 2020 at -16.8%. The longest winning streak lasted 17 consecutive months, and the longest losing streak was 6 months.

On a daily basis, MFGI closed higher 15% of trading days. The best single day was May 16, 2022 with a return of +200.0%, while the worst single day was May 19, 2022 at -66.5%.

Merchants Financial Group, Inc. has an annualized alpha of 17.30%, beta of 0.04, and R2 of 0.00 versus S&P 500 Index. Calculated based on daily prices since October 07, 2003.

• This stock captured 27.14% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -11.91%) - a profile typical of hedging or uncorrelated assets.
• Beta of 0.04 may look defensive, but with R2 of 0.00 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R2 of 0.00 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

MFGI ranks 99 for risk / return — in the top 99% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

Merchants Financial Group, Inc. provided a 2.06% dividend yield over the last twelve months, with an annual payout of $0.85 per share. The company has been increasing its dividends for 6 consecutive years.

The table displays the monthly dividend distributions for Merchants Financial Group, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Merchants Financial Group, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Merchants Financial Group, Inc. was 71.78%, occurring on Nov 29, 2023. The portfolio has not yet recovered.

The current Merchants Financial Group, Inc. drawdown is 42.20%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Merchants Financial Group, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Merchants Financial Group, Inc. is priced in the market compared to other companies in the Banks - Regional industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.