Over the latest trailing 12-month period, total return cagr is -11.29%. The comparable SPY value is +17.49%. Year-to-date total return is -3.15%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in MRSH
$227,476
(22.7x return)
Invested on Sep 9, 1996
Growth of $10,000 in SPY (S&P 500)
$190,498
(19.0x return)
Invested on Sep 9, 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
-3.1%
1-Year Total Return
-11.3%
Current Dividend Yield
2.09%
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 | (13.1%) | (11.3%) | +1.8% |
| 3 Years | (3.3%) | (1.7%) | +1.6% |
| 5 Years | +2.0% | +3.6% | +1.6% |
| 10 Years | +10.4% | +12.2% | +1.9% |
| 15 Years | +12.9% | +15.1% | +2.2% |
| 20 Years | +10.0% | +12.5% | +2.5% |
