CASH YTD ReturnMeta Financial Group YTD Return




The CASH YTD return is 28.01% with dividends reinvested through 07/13/2026. Investors often use YTD return to compare year-to-date performance across securities because current calendar year return information is important for tax planning.

This page shows CASH YTD return, annualized return, start and end dates, and the growth of a hypothetical $10,000 investment with dividends reinvested.

Quick links: YTD Return Table  |  Performance Chart  |  Peers
Start date: 12/31/2025
End date: 07/13/2026
Start price/share: $71.00
End price/share: $90.78
Starting shares: 140.85
Ending shares: 141.01
Dividends reinvested/share: $0.10
CASH YTD return: 28.01%
Annualized Gain: 52.97%
Starting investment: $10,000.00
Ending investment: $12,801.00


CASH YTD return is presented with the assumption of reinvestments of any dividends on ex-date.
Compare CASH YTD return (see YTD Return Formula; YTD Return vs Yield) versus benchmarks:

YTD Return on S&P
YTD Return on Dow
YTD Return on Nasdaq 100
YTD Return on Russell 2000
YTD Return on Gold
YTD Return on 10 Year Treasury
YTD Return on $10,000.00
With Dividends Reinvested Into CASH


Also see: CASH Average Annual Return
Pathward Financial, Inc. is a financial holding company. Co.'s subsidiary is Pathward, National Association (the Bank). The Bank operates through three segments: Consumer, Commercial, and Corporate Services/Other. The Consumer segment includes the banking as a service (BaaS) business line, which collaborates with partners to navigate payment and lending needs. The Bank's capabilities range from prepaid cards and deposit accounts to payment processing and consumer lending. The Bank offers a variety of installment and revolving consumer lending products through its credit solutions. The CASH YTD return is shown above.

The YTD Return on the CASH YTD return page and across the coverage universe of our site, is a measure of the total return for a given investment year-to-date for the current calendar year (up to the end of prior trading session). Arguably, choosing the current calendar year for a measurement period is on the one hand completely arbitrary, but on the other hand a year-to-date look can be extremely useful in the context of our country's tax system which taxes gains and income on a calendar year basis.

Thus, researching Year-To-Date Returns is good practice for investors — whether CASH YTD return or other benchmarks/peers — and when doing so it is also important to factor in dividends, because a financial instrument's YTD return is more than just the change in price if that instrument pays a dividend or coupon. Our website aims to empower investors by performing the CASH YTD return calculation (with any dividends reinvested as applicable), and to provide a coverage universe of many stocks and ETFs to be able to compare YTD returns.
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Video: Don't Forget Dividends in YTD Return!
Meta Financial Group (CASH) is categorized under the Financials sector; to help you further research YTD return performance across stocks, below are some other companies in the same sector:

CATC YTD Return
CATM YTD Return
CATY YTD Return
CB YTD Return
CBAN YTD Return
CBFV YTD Return
CBH YTD Return
CBL YTD Return
CBMB YTD Return
CBND YTD Return
More Financials companies »
 

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