Marsh & McLennan Companies, Inc. (MRSH) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
Loading chart…
Investment Performance
Final Value
$14,639
Total Return
46.39%
CAGR
7.92%
Dividends
$1,166.96
Yield on Cost
11.67%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.69% |
| Median | +0.99% |
| Best | +16.92% |
| Worst | -16.14% |
| % of Windows Positive | 57.8% |
1-Year (252 Trading Days)
| Average | +8.68% |
| Median | +13.10% |
| Best | +42.36% |
| Worst | -28.61% |
| % of Windows Positive | 75.2% |
3-Year (756 Trading Days)
| Average | +37.65% |
| Median | +40.83% |
| Best | +65.50% |
| Worst | +1.27% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -30.12% |
| Average Drawdown | -7.07% |
| Drawdown Duration | 257 Trading Days (Unrecovered) |
| Sortino Ratio | 0.67 |
| Calmar Ratio | 0.26 |
| CVaR (5%) | -2.96% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -6.09% (-19.79% ann.) | $608.50 | $97.21 | $19.44 | $0.16 |
| 2025 | -11.55% | $1154.85 | $162.22 | $32.44 | $0.26 |
| 2024 | +13.41% | +$1341.12 | $161.70 | $32.34 | $0.26 |
| 2023 | +15.81% | +$1581.19 | $157.82 | $31.56 | $0.25 |
| 2022 | -3.72% | $372.15 | $129.99 | $26.00 | $0.21 |
| 2021 | +50.36% | +$5036.06 | $171.79 | $34.36 | $0.27 |
| 2020 | +6.47% | +$647.42 | $166.03 | $33.21 | $0.27 |
| 2019 | +41.80% | +$4179.68 | $219.46 | $43.89 | $0.35 |
| 2018 | -0.51% | $51.05 | $195.24 | $39.05 | $0.31 |
| 2017 | +22.25% | +$2225.05 | $212.84 | $42.57 | $0.34 |
| 2016 | +23.99% | +$2398.55 | $236.06 | $47.21 | $0.38 |
| 2015 | -1.48% | $148.10 | $207.43 | $41.49 | $0.33 |
| 2014 | +20.42% | +$2041.61 | $220.66 | $44.13 | $0.35 |
| 2013 | +43.09% | +$4309.25 | $280.69 | $56.14 | $0.45 |
| 2012 | +11.43% | +$1142.83 | $287.03 | $57.41 | $0.46 |
| 2011 | +18.42% | +$1842.02 | $317.36 | $63.47 | $0.51 |
| 2010 | +27.32% | +$2732.11 | $370.78 | $74.16 | $0.59 |
| 2009 | -6.15% | $615.41 | $333.65 | $66.73 | $0.53 |
| 2008 | -6.10% | $610.16 | $304.97 | $60.99 | $0.49 |
| 2007 | -11.86% | $1185.79 | $249.75 | $49.95 | $0.40 |
| 2006 | -1.62% | $162.43 | $215.56 | $43.11 | $0.35 |
| 2005 | -1.66% | $166.21 | $208.11 | $41.62 | $0.33 |
| 2004 | -30.11% | $3010.63 | $207.92 | $41.58 | $0.33 |
| 2003 | +6.20% | +$619.99 | $325.63 | $65.13 | $0.52 |
| 2002 | -12.43% | $1242.80 | $204.14 | $40.83 | $0.33 |
| 2001 | -6.68% | $667.50 | $177.13 | $35.43 | $0.28 |
| 2000 | +24.06% | +$2405.60 | $199.69 | $39.94 | $0.32 |
| 1999 | +66.92% | +$6692.06 | $293.11 | $58.62 | $0.47 |
| 1998 | +20.18% | +$2018.17 | $297.42 | $59.48 | $0.48 |
| 1997 | +46.81% | +$4681.20 | $369.02 | $73.80 | $0.59 |
| 1996 | +20.58% | +$2057.78 | $375.99 | $75.20 | $0.60 |
| 1995 | +15.28% | +$1527.82 | $379.60 | $75.92 | $0.61 |
| 1994 | -0.31% | $31.07 | $277.51 | $55.50 | $0.44 |
| 1993 | -8.89% | $888.83 | $298.14 | $59.63 | $0.48 |
| 1992 | +15.30% | +$1530.17 | $329.00 | $65.80 | $0.53 |
| 1991 | +7.13% | +$712.53 | $336.68 | $67.33 | $0.54 |
| 1990 | +2.28% | +$227.61 | $262.10 | $52.42 | $0.42 |
| 1989 | +43.06% | +$4306.21 | $450.11 | $90.02 | $0.72 |
| 1988 | +17.83% | +$1782.51 | $496.88 | $99.38 | $0.79 |
| 1987 | -16.80% | $1679.64 | $277.65 | $55.53 | $0.44 |
| 1986 | +52.41% | +$5240.69 | $420.78 | $84.15 | $0.67 |
| 1985 | +43.37% | +$4337.17 | $542.55 | $108.50 | $0.87 |
| 1984 | +23.16% | +$2316.08 | $458.73 | $91.74 | $0.73 |
| 1983 | +25.71% | +$2570.73 | $541.88 | $108.38 | $0.87 |
| 1982 | +25.00% | +$2500.01 | $0.00 | $0.00 | $0.00 |
| 1981 | -4.00% | $400.00 | $0.00 | $0.00 | $0.00 |
| 1980 | -51.15% | $5115.45 | $0.00 | $0.00 | $0.00 |
| 1979 | +13.97% | +$1396.76 | $0.00 | $0.00 | $0.00 |
| 1978 | +1.02% | +$102.25 | $0.00 | $0.00 | $0.00 |
| 1977 | +7.71% | +$770.93 | $0.00 | $0.00 | $0.00 |
| 1976 | -2.58% | $257.51 | $0.00 | $0.00 | $0.00 |
| 1975 | +32.39% | +$3238.63 | $0.00 | $0.00 | $0.00 |
| 1974 | +1.73% | +$173.41 | $0.00 | $0.00 | $0.00 |
| 1973 partial | +22.70% (+26.96% ann.) | +$2269.50 | $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 | +214.37% | +28.37% | +$21437.22 | $2521.09 | $504.22 | $4.03 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +4.07% | +1.56% | +$407.11 | $689.77 | $137.95 | $1.10 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | -27.31% | -6.18% | $2731.15 | $1210.06 | $242.01 | $1.94 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -30.40% | -22.62% | $3039.55 | $448.90 | $89.78 | $0.72 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +92.80% | +21.47% | +$9279.96 | $1704.50 | $340.90 | $2.73 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +315.72% | +20.72% | +$31571.65 | $3307.94 | $661.59 | $5.29 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -34.50% | -99.20% | $3449.78 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +27.38% | +47.61% | +$2737.87 | $159.94 | $31.99 | $0.26 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +52.88% | +49.58% | +$5287.55 | $181.77 | $36.35 | $0.29 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -1.77% | -1.88% | $177.33 | $137.76 | $27.55 | $0.22 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +38.19% | +19.06% | +$3818.52 | $289.74 | $57.95 | $0.46 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | -21.76% | -14.48% | $2176.31 | $269.79 | $53.96 | $0.43 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1983-01-05 | $0.0458 | 1.34% |
| 1983-03-23 | $0.0458 | 1.37% |
| 1983-07-06 | $0.0458 | 1.29% |
| 1983-10-05 | $0.0458 | 1.24% |
| 1984-01-04 | $0.0458 | 1.15% |
| 1984-04-04 | $0.0458 | 1.15% |
| 1984-07-03 | $0.0458 | 1.23% |
| 1984-10-10 | $0.0500 | 1.23% |
| 1985-01-02 | $0.0500 | 1.02% |
| 1985-04-02 | $0.0500 | 0.99% |
| 1985-07-02 | $0.0500 | 0.84% |
| 1985-10-09 | $0.0563 | 1.01% |
| 1985-12-31 | $0.0563 | 0.82% |
| 1986-04-02 | $0.0625 | 0.70% |
| 1986-07-01 | $0.0625 | 0.64% |
| 1986-10-01 | $0.0792 | 0.73% |
| 1986-12-29 | $0.0792 | 0.77% |
| 1987-03-31 | $0.0792 | 0.74% |
| 1987-06-29 | $0.1000 | 0.94% |
| 1987-10-02 | $0.1000 | 0.93% |
| 1988-01-05 | $0.1000 | 1.19% |
| 1988-04-05 | $0.1000 | 1.20% |
| 1988-07-05 | $0.1000 | 1.09% |
| 1988-10-04 | $0.1042 | 1.11% |
| 1989-01-05 | $0.1042 | 1.11% |
| 1989-04-05 | $0.1042 | 1.00% |
| 1989-07-05 | $0.1042 | 0.97% |
| 1989-10-04 | $0.1042 | 0.82% |
| 1990-01-05 | $0.0173 | 0.13% |
| 1990-04-05 | $0.1042 | 0.85% |
| 1990-07-05 | $0.1083 | 0.83% |
| 1990-10-04 | $0.1083 | 1.00% |
| 1991-01-07 | $0.1083 | 0.86% |
| 1991-04-05 | $0.1083 | 0.77% |
| 1991-07-05 | $0.1083 | 0.82% |
| 1991-10-07 | $0.1083 | 0.84% |
| 1992-01-07 | $0.1083 | 0.78% |
| 1992-04-07 | $0.1083 | 0.88% |
| 1992-07-07 | $0.1125 | 0.86% |
| 1992-10-06 | $0.1125 | 0.74% |
| 1993-01-05 | $0.1125 | 0.74% |
| 1993-04-05 | $0.1125 | 0.73% |
| 1993-07-06 | $0.1125 | 0.77% |
| 1993-10-05 | $0.1125 | 0.76% |
| 1994-01-05 | $0.0188 | 0.14% |
| 1994-04-05 | $0.1125 | 0.83% |
| 1994-07-05 | $0.1208 | 0.85% |
| 1994-10-04 | $0.1208 | 0.93% |
| 1995-01-05 | $0.1208 | 0.92% |
| 1995-04-05 | $0.1208 | 0.87% |
| 1995-07-07 | $0.1208 | 0.90% |
| 1995-10-06 | $0.1333 | 0.92% |
| 1996-01-09 | $0.1333 | 0.90% |
| 1996-04-09 | $0.1333 | 0.89% |
| 1996-07-09 | $0.1333 | 0.85% |
| 1996-10-09 | $0.1500 | 0.90% |
| 1997-01-08 | $0.1500 | 0.86% |
| 1997-04-09 | $0.1500 | 0.75% |
| 1997-07-09 | $0.1667 | 0.68% |
| 1997-10-08 | $0.1667 | 0.63% |
| 1998-01-07 | $0.1667 | 0.65% |
| 1998-04-07 | $0.1667 | 0.55% |
| 1998-07-08 | $0.2000 | 0.67% |
| 1998-10-07 | $0.2000 | 0.87% |
| 1999-01-07 | $0.2000 | 0.67% |
| 1999-04-08 | $0.2000 | 0.55% |
| 1999-07-08 | $0.2250 | 0.56% |
| 1999-10-07 | $0.2250 | 0.64% |
| 2000-01-06 | $0.2250 | 0.52% |
| 2000-04-06 | $0.2250 | 0.44% |
| 2000-07-06 | $0.2500 | 0.47% |
| 2000-10-12 | $0.2500 | 0.39% |
| 2001-01-04 | $0.2500 | 0.43% |
| 2001-04-05 | $0.2500 | 0.56% |
| 2001-07-05 | $0.2650 | 0.52% |
| 2001-10-11 | $0.2650 | 0.51% |
| 2002-01-03 | $0.2650 | 0.50% |
| 2002-04-05 | $0.2650 | 0.47% |
| 2002-07-05 | $0.2800 | 0.60% |
| 2002-10-10 | $0.2800 | 0.74% |
| 2003-01-02 | $0.2800 | 0.61% |
| 2003-04-07 | $0.2800 | 0.62% |
| 2003-07-07 | $0.3100 | 0.59% |
| 2003-10-10 | $0.3100 | 0.64% |
| 2003-12-31 | $0.3100 | 0.64% |
| 2004-04-06 | $0.3100 | 0.67% |
| 2004-07-02 | $0.3400 | 0.75% |
| 2004-10-13 | $0.3400 | 0.73% |
| 2005-03-11 | $0.1700 | 0.56% |
| 2005-04-05 | $0.1700 | 0.56% |
| 2005-07-05 | $0.1700 | 0.61% |
| 2005-10-13 | $0.1700 | 0.58% |
| 2006-01-05 | $0.1700 | 0.53% |
| 2006-04-05 | $0.1700 | 0.58% |
| 2006-07-05 | $0.1700 | 0.63% |
| 2006-10-12 | $0.1700 | 0.62% |
| 2007-01-22 | $0.1900 | 0.62% |
| 2007-04-03 | $0.1900 | 0.65% |
| 2007-07-03 | $0.1900 | 0.61% |
| 2007-10-11 | $0.1900 | 0.71% |
| 2008-01-24 | $0.2000 | 0.72% |
| 2008-04-04 | $0.2000 | 0.76% |
| 2008-07-03 | $0.2000 | 0.75% |
| 2008-10-14 | $0.2000 | 0.74% |
| 2009-01-28 | $0.2000 | 1.01% |
| 2009-04-07 | $0.2000 | 0.98% |
| 2009-07-08 | $0.2000 | 1.04% |
| 2009-10-07 | $0.2000 | 0.82% |
| 2010-01-27 | $0.2000 | 0.91% |
| 2010-04-07 | $0.2000 | 0.82% |
| 2010-07-07 | $0.2000 | 0.89% |
| 2010-10-06 | $0.2100 | 0.87% |
| 2011-01-26 | $0.2100 | 0.75% |
| 2011-04-06 | $0.2100 | 0.70% |
| 2011-07-07 | $0.2200 | 0.70% |
| 2011-10-06 | $0.2200 | 0.81% |
| 2012-01-26 | $0.2200 | 0.70% |
| 2012-04-05 | $0.2200 | 0.68% |
| 2012-07-09 | $0.2300 | 0.70% |
| 2012-10-09 | $0.2300 | 0.66% |
| 2013-01-24 | $0.2300 | 0.65% |
| 2013-04-08 | $0.2300 | 0.62% |
| 2013-07-09 | $0.2500 | 0.61% |
| 2013-10-09 | $0.2500 | 0.59% |
| 2014-01-27 | $0.2500 | 0.54% |
| 2014-04-08 | $0.2500 | 0.52% |
| 2014-07-09 | $0.2800 | 0.54% |
| 2014-10-08 | $0.2800 | 0.55% |
| 2015-01-22 | $0.2800 | 0.49% |
| 2015-04-08 | $0.2800 | 0.49% |
| 2015-07-08 | $0.3100 | 0.54% |
| 2015-10-07 | $0.3100 | 0.58% |
| 2016-01-21 | $0.3100 | 0.60% |
| 2016-04-06 | $0.3100 | 0.51% |
| 2016-07-07 | $0.3400 | 0.51% |
| 2016-10-06 | $0.3400 | 0.51% |
| 2017-01-23 | $0.3400 | 0.50% |
| 2017-04-05 | $0.3400 | 0.46% |
| 2017-07-07 | $0.3750 | 0.48% |
| 2017-10-06 | $0.3750 | 0.45% |
| 2018-01-30 | $0.3750 | 0.44% |
| 2018-04-09 | $0.3750 | 0.46% |
| 2018-07-10 | $0.4150 | 0.48% |
| 2018-10-10 | $0.4150 | 0.50% |
| 2019-01-29 | $0.4150 | 0.50% |
| 2019-04-09 | $0.4150 | 0.44% |
| 2019-07-10 | $0.4550 | 0.45% |
| 2019-10-10 | $0.4550 | 0.48% |
| 2020-01-28 | $0.4550 | 0.40% |
| 2020-04-07 | $0.4550 | 0.52% |
| 2020-07-24 | $0.4650 | 0.40% |
| 2020-10-08 | $0.4650 | 0.41% |
| 2021-01-29 | $0.4650 | 0.43% |
| 2021-04-06 | $0.4650 | 0.37% |
| 2021-07-28 | $0.5350 | 0.36% |
| 2021-10-07 | $0.5350 | 0.34% |
| 2022-01-26 | $0.5350 | 0.34% |
| 2022-04-05 | $0.5350 | 0.31% |
| 2022-07-27 | $0.5900 | 0.38% |
| 2022-10-06 | $0.5900 | 0.37% |
| 2023-01-25 | $0.5900 | 0.34% |
| 2023-04-04 | $0.5900 | 0.35% |
| 2023-07-26 | $0.7100 | 0.37% |
| 2023-10-05 | $0.7100 | 0.37% |
| 2024-01-24 | $0.7100 | 0.36% |
| 2024-04-03 | $0.7100 | 0.35% |
| 2024-07-25 | $0.8150 | 0.37% |
| 2024-10-04 | $0.8150 | 0.37% |
| 2025-01-30 | $0.8150 | 0.37% |
| 2025-04-03 | $0.8150 | 0.33% |
| 2025-07-24 | $0.9000 | 0.43% |
| 2025-10-02 | $0.9000 | 0.45% |
| 2026-01-29 | $0.9000 | 0.51% |
| 2026-04-09 | $0.9000 | 0.51% |
| Total | 174 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 |
|---|---|---|---|---|
| 2021-07-28 | $42.65 | $8.53 | $0.07 | 0.2352 |
| 2021-10-07 | $42.78 | $8.56 | $0.07 | 0.2181 |
| 2022-01-26 | $42.89 | $8.58 | $0.07 | 0.2224 |
| 2022-04-05 | $43.01 | $8.60 | $0.07 | 0.2021 |
| 2022-07-27 | $47.55 | $9.51 | $0.08 | 0.2401 |
| 2022-10-06 | $47.69 | $9.54 | $0.08 | 0.2420 |
| 2023-01-25 | $47.84 | $9.57 | $0.08 | 0.2204 |
| 2023-04-04 | $47.97 | $9.59 | $0.08 | 0.2283 |
| 2023-07-26 | $57.88 | $11.58 | $0.09 | 0.2407 |
| 2023-10-05 | $58.06 | $11.61 | $0.09 | 0.2415 |
| 2024-01-24 | $58.23 | $11.65 | $0.09 | 0.2340 |
| 2024-04-03 | $58.39 | $11.68 | $0.09 | 0.2291 |
| 2024-07-25 | $67.22 | $13.44 | $0.11 | 0.2484 |
| 2024-10-04 | $67.42 | $13.48 | $0.11 | 0.2423 |
| 2025-01-30 | $67.62 | $13.52 | $0.11 | 0.2445 |
| 2025-04-03 | $67.81 | $13.56 | $0.11 | 0.2217 |
| 2025-07-24 | $75.09 | $15.02 | $0.12 | 0.2878 |
| 2025-10-02 | $75.35 | $15.07 | $0.12 | 0.3014 |
| 2026-01-29 | $75.62 | $15.12 | $0.12 | 0.3213 |
| 2026-04-09 | $75.91 | $15.18 | $0.12 | 0.3500 |
| Total | $1166.96 | $233.39 | $1.87 | 4.9712 |
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.