Moody's Corporation (MCO) Stock Total Returns

Growth of $10,000 chart

2021-04-14 to 2026-04-14
to
$
%
%
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Investment Performance

Final Value
$14,368
Total Return
43.68%
CAGR
7.52%
Dividends
$514.31
Yield on Cost
5.14%

Rolling Returns

1-Month (21 Trading Days)
Average+0.83%
Median+0.91%
Best+28.34%
Worst-22.96%
% of Windows Positive56.0%
1-Year (252 Trading Days)
Average+10.70%
Median+14.73%
Best+57.32%
Worst-36.07%
% of Windows Positive67.8%
3-Year (756 Trading Days)
Average+50.54%
Median+48.29%
Best+112.80%
Worst+14.02%
% of Windows Positive100.0%

Risk Metrics

Maximum Drawdown -41.76%
Average Drawdown -12.00%
Drawdown Duration 567 Trading Days
Sortino Ratio 0.57
Calmar Ratio 0.18
CVaR (5%) -3.91%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -14.10% (-41.36% ann.) $1409.75 $20.16 $4.03 $0.03
2025 +8.57% +$857.19 $79.61 $15.92 $0.13
2024 +21.97% +$2196.71 $87.27 $17.45 $0.14
2023 +41.25% +$4124.53 $110.88 $22.18 $0.18
2022 -28.14% $2813.87 $71.88 $14.38 $0.11
2021 +35.37% +$3536.90 $85.65 $17.13 $0.14
2020 +23.07% +$2306.95 $94.59 $18.92 $0.15
2019 +70.90% +$7090.35 $143.28 $28.66 $0.23
2018 -4.31% $431.16 $119.60 $23.92 $0.19
2017 +58.12% +$5812.36 $161.88 $32.38 $0.26
2016 -4.89% $488.50 $148.22 $29.64 $0.24
2015 +5.81% +$581.31 $142.51 $28.50 $0.23
2014 +23.35% +$2334.85 $143.32 $28.66 $0.23
2013 +57.76% +$5775.69 $179.72 $35.95 $0.29
2012 +51.36% +$5135.89 $190.99 $38.20 $0.30
2011 +28.54% +$2853.98 $202.55 $40.51 $0.33
2010 +0.42% +$41.66 $157.54 $31.51 $0.25
2009 +35.14% +$3513.89 $200.07 $40.01 $0.32
2008 -43.16% $4315.66 $112.38 $22.48 $0.18
2007 -48.06% $4805.72 $46.40 $9.28 $0.08
2006 +12.84% +$1284.24 $45.65 $9.13 $0.07
2005 +41.81% +$4180.56 $36.19 $7.24 $0.06
2004 +43.93% +$4393.10 $49.61 $9.92 $0.08
2003 +47.07% +$4706.64 $43.65 $8.73 $0.06
2002 +3.92% +$392.45 $45.21 $9.04 $0.07
2001 +55.87% +$5587.02 $70.20 $14.04 $0.10
2000 +16.27% +$1626.61 $20.34 $4.07 $0.03
1999 -6.84% $684.21 $0.00 $0.00 $0.00
1998 +2.15% +$215.05 $0.00 $0.00 $0.00
1997 +30.07% +$3006.99 $0.00 $0.00 $0.00
1996 -2.72% $272.11 $0.00 $0.00 $0.00
1995 +17.60% +$1759.99 $0.00 $0.00 $0.00
1994 partial -6.02% (-31.45% ann.) $601.50 $0.00 $0.00 $0.00

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Dot-com bubble / TMT mania August 9, 1995 – March 10, 2000 +20.61% +4.17% +$2061.07 $0.00 $0.00 $0.00
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 +129.48% +38.09% +$12947.58 $179.62 $35.92 $0.26
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +125.52% +17.68% +$12551.98 $406.90 $81.38 $0.65
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -67.68% -55.04% $6767.56 $115.06 $23.01 $0.19
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +108.61% +24.34% +$10861.43 $892.25 $178.45 $1.42
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +668.57% +30.93% +$66856.98 $2732.29 $546.46 $4.37
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -40.70% -99.74% $4070.10 $20.08 $4.02 $0.03
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +48.97% +89.89% +$4896.75 $57.27 $11.45 $0.09
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +45.32% +42.56% +$4531.83 $110.73 $22.15 $0.18
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -32.44% -34.06% $3244.02 $53.86 $10.77 $0.09
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +66.42% +31.63% +$6642.26 $216.61 $43.32 $0.35
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 -8.78% -5.69% $877.99 $116.81 $23.36 $0.19

Dividend History

Annual Dividends Per Share
TTM Yield
Consecutive Years Paid
current
Consecutive Years of Growth
current

Date Per Share Yield %
2000-11-16 $0.0225 0.18%
2001-02-22 $0.0225 0.16%
2001-05-16 $0.0225 0.14%
2001-08-16 $0.0225 0.13%
2001-11-16 $0.0225 0.13%
2002-02-26 $0.0225 0.12%
2002-05-16 $0.0225 0.09%
2002-08-16 $0.0225 0.09%
2002-11-18 $0.0225 0.10%
2003-02-18 $0.0225 0.11%
2003-05-16 $0.0225 0.09%
2003-08-18 $0.0225 0.09%
2003-11-18 $0.0225 0.08%
2004-02-18 $0.0375 0.11%
2004-05-18 $0.0375 0.12%
2004-08-18 $0.0375 0.11%
2004-11-17 $0.0375 0.09%
2005-02-16 $0.0190 0.04%
2005-05-25 $0.0280 0.06%
2005-08-17 $0.0550 0.12%
2005-11-16 $0.0550 0.10%
2006-02-15 $0.0700 0.11%
2006-05-17 $0.0700 0.12%
2006-08-16 $0.0700 0.12%
2006-11-16 $0.0700 0.10%
2007-02-15 $0.0800 0.11%
2007-05-16 $0.0800 0.12%
2007-08-16 $0.0800 0.16%
2007-11-16 $0.0800 0.21%
2008-02-15 $0.1000 0.26%
2008-05-16 $0.1000 0.22%
2008-08-18 $0.1000 0.25%
2008-11-18 $0.1000 0.53%
2009-02-18 $0.1000 0.44%
2009-05-18 $0.1000 0.35%
2009-08-18 $0.1000 0.42%
2009-11-18 $0.1000 0.42%
2010-02-17 $0.1050 0.39%
2010-05-18 $0.1050 0.49%
2010-08-18 $0.1050 0.47%
2010-11-17 $0.1050 0.39%
2011-02-16 $0.1150 0.38%
2011-05-18 $0.1400 0.36%
2011-08-17 $0.1400 0.45%
2011-11-16 $0.1400 0.40%
2012-02-15 $0.1600 0.41%
2012-05-17 $0.1600 0.43%
2012-08-16 $0.1600 0.41%
2012-11-16 $0.1600 0.35%
2013-02-15 $0.2000 0.43%
2013-05-16 $0.2000 0.30%
2013-08-16 $0.2500 0.39%
2013-11-18 $0.2500 0.33%
2014-02-18 $0.2800 0.35%
2014-05-16 $0.2800 0.35%
2014-08-18 $0.2800 0.31%
2014-11-18 $0.2800 0.28%
2015-02-18 $0.3400 0.35%
2015-05-18 $0.3400 0.31%
2015-08-18 $0.3400 0.31%
2015-11-18 $0.3400 0.34%
2016-02-17 $0.3700 0.44%
2016-05-18 $0.3700 0.39%
2016-08-18 $0.3700 0.36%
2016-11-17 $0.3700 0.37%
2017-02-15 $0.3800 0.35%
2017-05-18 $0.3800 0.34%
2017-08-18 $0.3800 0.29%
2017-11-20 $0.3800 0.26%
2018-02-16 $0.4400 0.26%
2018-05-18 $0.4400 0.26%
2018-08-17 $0.4400 0.26%
2018-11-20 $0.4400 0.30%
2019-02-22 $0.5000 0.29%
2019-05-17 $0.5000 0.26%
2019-08-19 $0.5000 0.23%
2019-11-20 $0.5000 0.22%
2020-02-24 $0.5600 0.21%
2020-05-19 $0.5600 0.22%
2020-08-19 $0.5600 0.20%
2020-11-20 $0.5600 0.20%
2021-02-24 $0.6200 0.22%
2021-05-19 $0.6200 0.19%
2021-08-19 $0.6200 0.17%
2021-11-22 $0.6200 0.16%
2022-02-24 $0.7000 0.22%
2022-05-19 $0.7000 0.25%
2022-08-18 $0.7000 0.22%
2022-11-22 $0.7000 0.24%
2023-02-23 $0.7700 0.26%
2023-05-18 $0.7700 0.25%
2023-08-17 $0.7700 0.23%
2023-11-22 $0.7700 0.21%
2024-02-22 $0.8500 0.23%
2024-05-16 $0.8500 0.21%
2024-08-16 $0.8500 0.18%
2024-11-22 $0.8500 0.18%
2025-02-25 $0.9400 0.19%
2025-05-16 $0.9400 0.19%
2025-08-15 $0.9400 0.18%
2025-11-21 $0.9400 0.20%
2026-03-02 $1.0300 0.22%
Total 102 payments

Portfolio Dividend Returns

Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
Date Total Yield Tax Trans. Cost Shares Bought
2021-05-19 $19.67 $3.93 $0.03 0.0485
2021-08-19 $19.70 $3.94 $0.03 0.0420
2021-11-22 $19.73 $3.95 $0.03 0.0410
2022-02-24 $22.30 $4.46 $0.04 0.0553
2022-05-19 $22.34 $4.47 $0.04 0.0631
2022-08-18 $22.39 $4.48 $0.04 0.0559
2022-11-22 $22.42 $4.48 $0.04 0.0608
2023-02-23 $24.71 $4.94 $0.04 0.0670
2023-05-18 $24.77 $4.95 $0.04 0.0629
2023-08-17 $24.81 $4.96 $0.04 0.0603
2023-11-22 $24.86 $4.97 $0.04 0.0544
2024-02-22 $27.49 $5.50 $0.04 0.0575
2024-05-16 $27.54 $5.51 $0.04 0.0534
2024-08-16 $27.58 $5.52 $0.04 0.0472
2024-11-22 $27.62 $5.52 $0.04 0.0459
2025-02-25 $30.59 $6.12 $0.05 0.0487
2025-05-16 $30.64 $6.13 $0.05 0.0500
2025-08-15 $30.68 $6.14 $0.05 0.0474
2025-11-21 $30.73 $6.15 $0.05 0.0511
2026-03-02 $33.72 $6.74 $0.05 0.0578
Total $514.31 $102.86 $0.82 1.0702

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.

PSFE

CAGR -38.42% Total -93.09% Final $690.95
2020-10-09 — 2026-04-14
APEI

CAGR 2.57% Total 59.58% Final $15,958
2007-11-09 — 2026-04-14
GNK

CAGR -14.21% Total -83.48% Final $1,652
2014-07-15 — 2026-04-14