Marex Group plc (MRX) Stock Total Returns
Growth of $10,000 chart
2024-04-25 to 2026-06-03 to
$
%
%
Loading chart…
Investment Performance
Final Value
$29,154
Total Return
191.54%
CAGR
66.23%
Dividends
$629.56
Yield on Cost
6.30%
Rolling Returns
1-Month (21 Trading Days)
| Average | +5.12% |
| Median | +4.39% |
| Best | +52.52% |
| Worst | -19.75% |
| % of Windows Positive | 64.7% |
1-Year (252 Trading Days)
| Average | +47.88% |
| Median | +27.85% |
| Best | +157.35% |
| Worst | -0.34% |
| % of Windows Positive | 99.6% |
3-Year (756 Trading Days)
Risk Metrics
| Maximum Drawdown | -41.22% |
| Average Drawdown | -12.29% |
| Drawdown Duration | 226 Trading Days |
| Sortino Ratio | 2.28 |
| Calmar Ratio | 1.61 |
| CVaR (5%) | -5.44% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +41.31% (+127.08% ann.) | +$4131.01 | $80.96 | $16.19 | $0.13 |
| 2025 | +24.64% | +$2464.50 | $190.17 | $38.03 | $0.31 |
| 2024 partial | +65.52% (+108.80% ann.) | +$6551.93 | $147.78 | $29.55 | $0.24 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Disinflation rebound / AI-led narrow bull / higher-for-longer partial | April 25, 2024 – September 17, 2024 | +32.19% | +101.98% | +$3219.18 | $73.72 | $14.74 | $0.12 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +131.47% | +63.57% | +$13147.21 | $441.32 | $88.26 | $0.71 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2024-08-30 | $0.1400 | 0.56% |
| 2024-11-25 | $0.1400 | 0.48% |
| 2025-03-17 | $0.1400 | 0.43% |
| 2025-05-27 | $0.1500 | 0.33% |
| 2025-08-26 | $0.1500 | 0.41% |
| 2025-11-17 | $0.1500 | 0.44% |
| 2026-03-16 | $0.1500 | 0.43% |
| 2026-05-18 | $0.1600 | 0.28% |
| Total | 8 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2024-04-25 to 2026-06-03. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2024-08-30 | $73.72 | $14.74 | $0.12 | 2.3859 |
| 2024-11-25 | $74.06 | $14.81 | $0.12 | 2.0424 |
| 2025-03-17 | $74.34 | $14.87 | $0.12 | 1.7427 |
| 2025-05-27 | $79.91 | $15.98 | $0.13 | 1.3837 |
| 2025-08-26 | $80.12 | $16.02 | $0.13 | 1.7622 |
| 2025-11-17 | $80.39 | $16.08 | $0.13 | 1.9199 |
| 2026-03-16 | $80.67 | $16.13 | $0.13 | 1.8340 |
| 2026-05-18 | $86.35 | $17.27 | $0.14 | 1.2247 |
| Total | $629.56 | $125.90 | $1.02 | 14.2955 |
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.