Moelis & Company (MC) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$15,615
Total Return
56.15%
CAGR
9.32%
Dividends
$3,085.54
Yield on Cost
30.86%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.28% |
| Median | +1.02% |
| Best | +34.40% |
| Worst | -28.88% |
| % of Windows Positive | 52.8% |
1-Year (252 Trading Days)
| Average | +12.37% |
| Median | +11.55% |
| Best | +94.08% |
| Worst | -44.71% |
| % of Windows Positive | 63.2% |
3-Year (756 Trading Days)
| Average | +57.34% |
| Median | +52.74% |
| Best | +128.00% |
| Worst | +3.55% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -53.42% |
| Average Drawdown | -23.02% |
| Drawdown Duration | 681 Trading Days |
| Sortino Ratio | 0.62 |
| Calmar Ratio | 0.17 |
| CVaR (5%) | -5.06% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -0.75% (-1.78% ann.) | $75.23 | $189.90 | $37.98 | $0.30 |
| 2025 | -3.94% | $393.59 | $356.08 | $71.22 | $0.57 |
| 2024 | +36.05% | +$3604.67 | $433.22 | $86.64 | $0.69 |
| 2023 | +53.09% | +$5309.04 | $636.36 | $127.27 | $1.02 |
| 2022 | -35.97% | $3597.02 | $389.99 | $78.00 | $0.62 |
| 2021 | +45.67% | +$4566.57 | $1500.81 | $300.16 | $2.40 |
| 2020 | +59.50% | +$5950.23 | $1342.37 | $268.47 | $2.15 |
| 2019 | -0.98% | $97.64 | $963.89 | $192.78 | $1.54 |
| 2018 | -23.91% | $2391.19 | $1030.29 | $206.06 | $1.65 |
| 2017 | +50.49% | +$5048.99 | $745.98 | $149.19 | $1.19 |
| 2016 | +27.26% | +$2726.08 | $1169.72 | $233.94 | $1.86 |
| 2015 | -14.14% | $1413.62 | $289.14 | $57.82 | $0.46 |
| 2014 partial | +38.06% (+57.59% ann.) | +$3805.73 | $537.52 | $107.51 | $0.86 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Secular stagnation / QE / low inflation / duration bull partial | April 16, 2014 – February 19, 2020 | +108.48% | +13.39% | +$10847.73 | $8127.87 | $1625.57 | $12.99 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -31.36% | -98.64% | $3136.21 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +34.51% | +61.12% | +$3450.53 | $323.52 | $64.70 | $0.52 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +95.77% | +89.14% | +$9576.63 | $2506.00 | $501.20 | $4.01 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -33.00% | -34.64% | $3300.18 | $296.62 | $59.32 | $0.47 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +66.40% | +31.62% | +$6639.91 | $1103.96 | $220.79 | $1.77 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +2.93% | +1.71% | +$293.26 | $668.43 | $133.69 | $1.07 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2014-08-21 | $0.2000 | 0.60% |
| 2014-11-06 | $1.2000 | 3.51% |
| 2015-02-18 | $0.2000 | 0.66% |
| 2015-05-21 | $0.2000 | 0.69% |
| 2015-08-20 | $0.3000 | 1.00% |
| 2015-11-19 | $0.3000 | 1.07% |
| 2016-02-17 | $1.1000 | 4.42% |
| 2016-05-18 | $0.3000 | 1.13% |
| 2016-08-18 | $0.3200 | 1.21% |
| 2016-11-18 | $0.3200 | 1.12% |
| 2016-12-21 | $1.2500 | 3.54% |
| 2017-03-01 | $0.3700 | 1.01% |
| 2017-05-08 | $0.3700 | 0.99% |
| 2017-06-20 | $1.0000 | 2.57% |
| 2017-08-01 | $0.3700 | 0.90% |
| 2017-11-03 | $0.3700 | 0.86% |
| 2018-02-16 | $1.9700 | 3.63% |
| 2018-05-02 | $0.4700 | 0.87% |
| 2018-08-01 | $1.9700 | 3.10% |
| 2018-10-31 | $0.4700 | 1.17% |
| 2019-02-15 | $1.7500 | 3.79% |
| 2019-05-09 | $0.5000 | 1.40% |
| 2019-08-08 | $0.5000 | 1.50% |
| 2019-11-07 | $0.5000 | 1.43% |
| 2020-02-14 | $1.2600 | 3.32% |
| 2020-05-01 | $0.2550 | 0.85% |
| 2020-08-07 | $0.2550 | 0.82% |
| 2020-11-05 | $0.3830 | 1.01% |
| 2020-12-17 | $2.0000 | 4.41% |
| 2021-02-19 | $0.5500 | 1.01% |
| 2021-05-07 | $2.5500 | 4.57% |
| 2021-07-30 | $0.6000 | 1.01% |
| 2021-11-05 | $3.1000 | 4.07% |
| 2022-02-18 | $0.6000 | 1.20% |
| 2022-05-06 | $0.6000 | 1.38% |
| 2022-08-05 | $0.6000 | 1.33% |
| 2022-11-10 | $0.6000 | 1.51% |
| 2023-02-17 | $0.6000 | 1.32% |
| 2023-05-05 | $0.6000 | 1.69% |
| 2023-08-04 | $0.6000 | 1.24% |
| 2023-11-10 | $0.6000 | 1.44% |
| 2024-02-16 | $0.6000 | 1.06% |
| 2024-05-03 | $0.6000 | 1.16% |
| 2024-08-05 | $0.6000 | 0.96% |
| 2024-11-04 | $0.6000 | 0.90% |
| 2025-02-18 | $0.6500 | 0.86% |
| 2025-05-05 | $0.6500 | 1.19% |
| 2025-08-04 | $0.6500 | 0.95% |
| 2025-11-10 | $0.6500 | 1.02% |
| 2026-02-17 | $0.6500 | 0.99% |
| 2026-05-11 | $0.6500 | 1.00% |
| Total | 51 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-06-03 to 2026-06-03. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-07-30 | $113.18 | $22.64 | $0.18 | 1.5252 |
| 2021-11-05 | $589.52 | $117.90 | $0.94 | 6.2975 |
| 2022-02-18 | $117.88 | $23.58 | $0.19 | 1.9278 |
| 2022-05-06 | $119.04 | $23.81 | $0.19 | 2.2268 |
| 2022-08-05 | $120.37 | $24.08 | $0.19 | 2.1471 |
| 2022-11-10 | $121.66 | $24.33 | $0.19 | 2.1725 |
| 2023-02-17 | $122.97 | $24.59 | $0.20 | 2.1629 |
| 2023-05-05 | $124.26 | $24.85 | $0.20 | 2.8362 |
| 2023-08-04 | $125.96 | $25.19 | $0.20 | 2.0900 |
| 2023-11-10 | $127.22 | $25.44 | $0.20 | 2.4434 |
| 2024-02-16 | $128.69 | $25.74 | $0.21 | 1.8442 |
| 2024-05-03 | $129.79 | $25.96 | $0.21 | 2.0090 |
| 2024-08-05 | $131.00 | $26.20 | $0.21 | 1.7513 |
| 2024-11-04 | $132.05 | $26.41 | $0.21 | 1.6037 |
| 2025-02-18 | $144.09 | $28.82 | $0.23 | 1.4875 |
| 2025-05-05 | $145.06 | $29.01 | $0.23 | 2.1668 |
| 2025-08-04 | $146.47 | $29.30 | $0.23 | 1.6855 |
| 2025-11-10 | $147.56 | $29.51 | $0.23 | 1.8586 |
| 2026-02-17 | $148.77 | $29.76 | $0.24 | 1.8851 |
| 2026-05-11 | $150.00 | $30.00 | $0.24 | 1.8756 |
| Total | $3085.54 | $617.10 | $4.94 | 43.9967 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.