Over the latest trailing 12-month period, total return cagr is -23.36%. The comparable SPY value is +17.76%. Year-to-date total return is -7.31%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in MMC
$224,963
(22.5x return)
Invested on Jul 25, 1996
Growth of $10,000 in SPY (S&P 500)
$169,840
(17.0x return)
Invested on Jul 25, 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
-23.5%
Current Dividend Yield
2.10%
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 | (24.6%) | (23.4%) | +1.3% |
| 3 Years | (0.1%) | +1.5% | +1.5% |
| 5 Years | +8.5% | +10.1% | +1.6% |
| 10 Years | +12.0% | +13.9% | +1.9% |
| 15 Years | +12.6% | +14.8% | +2.2% |
| 20 Years |
| +8.9% |
| +11.3% |
| +2.5% |
