Over the latest trailing 12-month period, total return cagr is -2.85%. The comparable SPY value is +19.49%. Year-to-date total return is +3.85%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in MRSH
$253,744
(25.4x return)
Invested on Jul 29, 1996
Growth of $10,000 in SPY (S&P 500)
$198,809
(19.9x return)
Invested on Jul 29, 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
+3.9%
1-Year Total Return
-2.8%
Current Dividend Yield
1.95%
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 | (4.8%) | (2.9%) | +1.9% |
| 3 Years | +0.2% | +1.9% | +1.7% |
| 5 Years | +5.2% | +6.8% | +1.6% |
| 10 Years | +11.2% | +13.1% | +1.9% |
| 15 Years | +13.2% | +15.4% | +2.2% |
| 20 Years |
| +10.2% |
| +12.7% |
| +2.5% |
