MSCI Inc. (MSCI) Total Return:10.41%(TTM)
The total return cagr for MSCI Inc. (MSCI) is +10.41% over the latest trailing 12-month period. The comparable SPY value is +24.32%. Year-to-date total return is +6.69%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in MSCI
$277,871
(27.8x return)
Invested on Nov 15, 2007
Growth of $10,000 in SPY (S&P 500)
$71,218
(7.1x return)
Invested on Nov 15, 2007
Hypothetical Growth of $10,000
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.
Recent Performance Indicators
YTD Total Return
+6.7%
1-Year Total Return
+10.4%
Current Dividend Yield
1.27%
Price CAGR vs. Total Return CAGR
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 | +8.9% | +10.4% | +1.5% |
| 3 Years | +8.6% | +10.0% | +1.3% |
| 5 Years | +5.5% | +6.6% | +1.2% |
| 10 Years | +22.8% | +24.1% | +1.4% |
| 15 Years | +20.5% | +21.6% | +1.1% |
| 20 Years | — | — | — |
About MSCI Inc.
MSCI Inc., alongside its subsidiaries, offers sophisticated tools and services to support global investment decision-making and process management for its clients. The company is structured into four key segments: Index, Analytics, ESG and Climate, and Private Assets. The Index division furnishes benchmarks employed across diverse investment applications, including the creation of indexed financial products such as ETFs, mutual funds, and various derivatives; performance evaluation; portfolio building and adjustment; and strategic asset allocation. This segment also oversees the licensing of GICS and GICS Direct. Its Analytics segment provides comprehensive solutions for risk management, performance attribution, and portfolio oversight, encompassing content, applications, and services. These offerings deliver an integrated perspective on risk and return, alongside detailed analysis of market, credit, liquidity, and counterparty risks across all asset classes. The segment also includes managed services like consolidating client portfolio data from disparate sources, reviewing and reconciling inputs, and producing tailored reports. Furthermore, its HedgePlatform is specifically designed for assessing, evaluating, and monitoring risks related to hedge fund investments. The ESG and Climate segment delivers offerings that enable institutional investors to understand the long-term impact of environmental, social, and governance factors on both their portfolios and individual securities. It also equips investors with essential data, ratings, research, and analytical tools for navigating evolving regulatory landscapes. The Private Assets segment specializes in providing real estate market and transaction data, benchmarks, return analytics, climate impact assessments, and valuable market insights for funds, investors, and managers. It also extends business intelligence to real estate owners, managers, developers, and brokers, while offering critical investment decision support for private capital. Its diverse clientele includes asset owners and managers, financial intermediaries, wealth management firms, real estate professionals, and corporations. Founded in 1998, MSCI Inc. is headquartered in New York City.
- Sector
- Financial Services
- Industry
- Financial - Data & Stock Exchanges
- CEO
- Henry A. Fernandez