The total return over the past 12 months is -23.36% vs. +17.77% for the S&P 500. So far it's up -7.31% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | (24.64%) | (0.05%) | +8.49% | +11.96% | +12.61% | +8.89% |
| Total Return CAGR | (23.36%) | +1.49% | +10.12% | +13.86% | +14.82% | +11.35% |
| Revenue CAGR | +8.33% | +8.98% | +8.62% | +7.82% | +6.34% | +4.82% |
| Net Income CAGR | (3.56%) | +6.64% | +9.81% | +9.20% | +9.81% | +9.11% |
| EPS CAGR | +2.79% | +11.54% | +16.34% | +10.91% | +11.85% | +12.89% |
| Free Cash Flow CAGR | +2.43% | +15.00% | +7.93% | +10.55% | +16.07% | +22.30% |
| Operating Cash Flow CAGR | +3.27% | +12.67% | +7.40% | +9.71% | +13.30% | +13.53% |
| Dividends CAGR | +12.47% | +15.09% | +13.27% | +11.26% | +10.10% | +8.43% |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
Marsh & McLennan Companies, Inc. (MMC)
| Year | Start Value | End Value | MMC Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | 2427.04 | 2249.63 | (7.31%) | +8.94% | (16.25%) |
| 2025 | 2735.19 | 2427.04 | (11.27%) | +17.72% | (28.99%) |
| 2024 | 2404.73 | 2735.19 | +13.74% | +24.89% | (11.15%) |
| 2023 | 2070.44 | 2404.73 | +16.15% | +26.19% | (10.04%) |
| 2022 | 2144.38 | 2070.44 | (3.45%) | (18.17%) | +14.72% |
| 2021 | 1421.85 | 2144.38 | +50.82% | +28.74% | +22.08% |
| 2020 | 1330.76 | 1421.85 | +6.84% | +18.37% | (11.53%) |
| 2019 | 934.98 | 1330.76 | +42.33% | +31.22% | +11.11% |
| 2018 | 936.18 | 934.98 | (0.13%) | (4.56%) | +4.43% |
| 2017 | 762.88 | 936.18 | +22.72% | +21.70% | +1.02% |
