Over the latest trailing 12-month period, total return cagr is -7.34%. The comparable SPY value is +17.76%. Year-to-date total return is -7.28%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in MCO
$1,031,859
(103.2x return)
Invested on Jul 23, 1996
Growth of $10,000 in SPY (S&P 500)
$197,688
(19.8x return)
Invested on Jul 23, 1996
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
YTD Total Return
-7.3%
1-Year Total Return
-7.3%
Current Dividend Yield
0.84%
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | (8.1%) | (7.3%) | +0.8% |
| 3 Years | +9.7% | +10.6% | +0.9% |
| 5 Years | +4.3% | +5.2% | +0.9% |
| 10 Years | +16.2% | +17.3% | +1.1% |
| 15 Years | +18.4% | +19.8% | +1.3% |
| 20 Years |
| +11.7% |
| +12.9% |
| +1.3% |
