MMC: Marsh & McLennan Companies Inc (STOCK)
Basic Info 207.89 0.1(0.05%) May 24
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 02/21/1973 |
Last Dividend Date: | 04/03/2024 |
12-Mo. Yield | 1.59% |
Expenses | - |
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Performance Analytics (As of 05/17/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/21/1973 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | 1978 | 1977 | 1976 | 1975 | 1974 | 1973 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -1.0 | 10.5 | 21.9 | 16.7 | 18.5 | 17.6 | 20.0 | 10.8 | 11.4 | 16.1 | -3.4 | 50.8 | 6.9 | 42.3 | -0.1 | 23.3 | 25.2 | -1.1 | 20.9 | 43.8 | 12.1 | 19.1 | 28.2 | -5.4 | -5.5 | -11.4 | -1.2 | -1.2 | -29.8 | 6.9 | -12.0 | -6.3 | 24.5 | 63.7 | 17.6 | 43.4 | 17.2 | 12.0 | -2.5 | -11.1 | 12.3 | 4.3 | -0.0 | 38.7 | 13.6 | -18.5 | 49.1 | 38.1 | 18.6 | 20.6 | 25.0 | -4.0 | -2.3 | 14.0 | 1.0 | 7.7 | -2.6 | 32.4 | 1.7 | 22.7 |
Sharpe Ratio | NA | 2.14 | 1.08 | 0.78 | 0.73 | 0.84 | NA | NA | 0.33 | 0.71 | -0.19 | 3.09 | 0.18 | 2.52 | -0.08 | 1.78 | 1.66 | -0.06 | 1.49 | 3.15 | 0.78 | 0.68 | 1.37 | -0.15 | -0.14 | -0.61 | -0.22 | -0.15 | -0.74 | 0.24 | -0.36 | -0.27 | 0.44 | 1.73 | 0.44 | 1.54 | 0.79 | 0.61 | -0.39 | -0.83 | 0.57 | 0.03 | -0.21 | 1.7 | 0.42 | -0.64 | 1.63 | 1.69 | 0.46 | 0.71 | 0.62 | -0.54 | -0.46 | 0.42 | -0.21 | 0.3 | -0.36 | 1.24 | -0.14 | 0.66 |
Draw Down(%) | NA | 5.3 | 8.2 | 19.2 | 35.8 | 35.8 | NA | NA | 67.5 | 12.3 | 19.2 | 8.0 | 35.8 | 7.6 | 15.2 | 6.1 | 7.3 | 13.4 | 8.2 | 6.0 | 10.3 | 18.3 | 18.9 | 28.2 | 36.1 | 26.1 | 23.4 | 17.0 | 50.0 | 22.2 | 37.1 | 30.2 | 29.7 | 18.9 | 30.5 | 13.5 | 11.8 | 8.7 | 18.7 | 18.9 | 13.9 | 17.6 | 23.9 | 13.6 | 12.2 | 38.5 | 22.2 | 10.4 | 26.6 | 13.9 | 15.5 | 20.0 | 23.6 | 10.9 | 16.4 | 11.2 | 13.9 | 20.9 | 37.2 | 24.0 |
Standard Deviation(%) | NA | 13.9 | 14.6 | 19.6 | 23.6 | 20.0 | NA | NA | 25.1 | 16.8 | 25.8 | 16.5 | 36.4 | 16.3 | 18.2 | 12.8 | 15.0 | 17.4 | 14.0 | 13.9 | 15.5 | 27.9 | 20.6 | 35.8 | 46.5 | 23.6 | 20.0 | 22.5 | 41.3 | 25.8 | 36.3 | 32.7 | 46.1 | 35.0 | 32.6 | 25.8 | 17.2 | 13.4 | 13.7 | 15.8 | 17.2 | 20.8 | 25.1 | 19.4 | 21.3 | 35.0 | 27.3 | 19.5 | 25.6 | 20.4 | 28.3 | 25.7 | 22.4 | 16.5 | 18.5 | 13.4 | 16.8 | 22.8 | 27.7 | 32.8 |
Treynor Ratio | NA | 1.45 | 0.39 | 0.2 | 0.21 | 0.2 | NA | NA | 0.1 | 0.17 | -0.06 | 0.68 | 0.08 | 0.47 | -0.02 | 0.34 | 0.29 | -0.01 | 0.22 | 0.45 | 0.14 | 0.19 | 0.32 | -0.07 | -0.08 | -0.17 | -0.07 | -0.03 | -0.39 | 0.06 | -0.12 | -0.08 | 0.19 | 0.57 | 0.14 | 0.4 | 0.15 | 0.15 | -0.09 | -0.19 | 0.17 | 0.01 | -0.05 | 0.46 | 0.11 | -0.32 | 0.81 | 0.74 | 0.25 | 0.28 | 0.32 | -0.42 | -0.29 | -0.54 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.08 | 0.02 | 0.04 | 0.03 | 0.03 | NA | NA | 0.02 | -0.01 | 0.06 | 0.09 | -0.03 | 0.05 | 0.01 | 0.03 | 0.05 | -0.01 | 0.03 | 0.04 | 0.0 | 0.07 | 0.05 | -0.08 | 0.14 | -0.06 | -0.04 | -0.02 | -0.14 | -0.07 | 0.07 | 0.04 | 0.16 | 0.13 | -0.02 | 0.04 | -0.01 | -0.03 | -0.01 | -0.07 | 0.03 | -0.06 | 0.02 | 0.06 | 0.01 | -0.09 | 0.14 | 0.09 | 0.06 | 0.04 | 0.05 | -0.02 | -0.06 | 0.02 | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.21 | 0.41 | 0.78 | 0.82 | 0.83 | NA | NA | 0.83 | 0.7 | 0.85 | 0.75 | 0.85 | 0.88 | 0.74 | 0.67 | 0.87 | 0.99 | 0.97 | 0.98 | 0.85 | 0.98 | 0.89 | 0.8 | 0.84 | 0.87 | 0.66 | 1.06 | 0.79 | 1.08 | 1.08 | 1.03 | 1.05 | 1.06 | 1.0 | 0.99 | 0.91 | 0.53 | 0.61 | 0.68 | 0.56 | 0.71 | 0.96 | 0.72 | 0.8 | 0.7 | 0.55 | 0.45 | 0.46 | 0.52 | 0.54 | 0.33 | 0.36 | -0.13 | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.03 | 0.1 | 0.48 | 0.55 | 0.54 | NA | NA | 0.31 | 0.3 | 0.64 | 0.36 | 0.65 | 0.45 | 0.49 | 0.12 | 0.57 | 0.78 | 0.62 | 0.61 | 0.49 | 0.66 | 0.61 | 0.36 | 0.54 | 0.35 | 0.11 | 0.23 | 0.05 | 0.51 | 0.6 | 0.46 | 0.25 | 0.3 | 0.39 | 0.48 | 0.39 | 0.1 | 0.19 | 0.14 | 0.11 | 0.26 | 0.37 | 0.24 | 0.41 | 0.43 | 0.11 | 0.07 | 0.05 | 0.12 | 0.12 | 0.03 | 0.07 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.7 | 1.6 | 1.8 | 2.3 | 3.7 | 8.1 | 3.1 | N/A | 1.6 | 1.4 | 1.8 | 1.6 | 2.2 | 2.0 | 2.7 | 3.0 | 2.1 | 2.2 | 2.7 | 2.8 | 3.1 | 3.7 | 3.2 | 3.0 | 2.4 | 2.1 | 2.1 | 2.1 | 3.1 | 2.0 | 1.8 | 2.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -45.4 | 20.3 | 37.8 | 45.4 | 121.1 | 160.0 | 455.7 | N/A | 15.0 | 12.4 | 9.2 | 5.7 | 10.1 | -12.5 | 10.1 | 39.0 | 11.3 | 10.4 | 6.7 | 4.7 | 6.2 | 1.2 | 0.0 | 5.3 | 11.8 | 0.0 | -31.3 | -33.6 | 36.7 | 5.8 | 8.4 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/21/1973
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