Bank Stocks Performance Guide: Compare Returns of S&P 500 and Moelis & Company (MC)
Values are based on monthly closes adjusted for splits and dividends from Alpha Vantage.
| Compare Returns for S&P 500 and MC | ||
|---|---|---|
| S&P 500 | MC | |
| Start Date | May-01-2014 | May-30-2014 |
| Start Price | $2,476.46 | $14.61 |
| End Date | May-01-2024 | May-31-2024 |
| End Price | $5,018.39 | $56.61 |
| Number Monthly Prices | 121 | 121 |
| Min Date | May-01-2014 | Jun-30-2016 |
| Min Price | $2,476.46 | $11.91 |
| Max Date | Apr-01-2024 | Oct-29-2021 |
| Max Price | $5,243.77 | $61.21 |
| Total Return | 102.64% | 287.41% |
| Annualized Return | 7.26% | 14.37% |
| Current Value of $1,000 Purchase | $2,026 | $3,874 |
| Number Returns | 7,260 | 7,260 |
| Average Return | 30.31% | 75.91% |
| Minimum Return | -25.54% | -49.64% |
| Maximum Return | 111.74% | 414.10% |
| Number Profitable Returns | 6,506 | 5,983 |
| Percent Profitable Returns | 89.61% | 82.41% |
| Number Unprofitable Returns | 754 | 1,277 |
| Percent Unprofitable Returns | 10.39% | 17.59% |
| Profitable to Unprofitable Returns Ratio | 8.63 | 4.69 |
MC Performance Table and Chart
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MC Dollar-cost Average
MC Trendline Chart
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MC Stock Return Map - See Patterns of Gains and Losses
MC Stock Returns/Purchase Dates