Over the latest trailing 12-month period, total return cagr is -5.76%. The comparable SPY value is +18.54%. Year-to-date total return is -6.47%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in MCO
$987,922
(98.8x return)
Invested on Sep 9, 1996
Growth of $10,000 in SPY (S&P 500)
$191,647
(19.2x 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
-6.5%
1-Year Total Return
-5.8%
Current Dividend Yield
0.85%
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 | (6.6%) | (5.8%) | +0.8% |
| 3 Years | +11.8% | +12.7% | +0.9% |
| 5 Years | +4.4% | +5.3% | +0.9% |
| 10 Years | +16.1% | +17.2% | +1.1% |
| 15 Years | +20.5% | +21.8% | +1.3% |
| 20 Years | +10.7% | +12.0% | +1.3% |
