Moelis & Company trailing returns
Moelis & Company's 10-year return is +14.2% a year (CAGR) (+276.6% cumulative). How Moelis & Company (MC) has performed over the last day, week, month and year, over 5 and 10 years, and since inception, through October 20, 2026 — price return and dividends side by side, with the worst drop inside each window.
Trailing returns by period#
To 2026-10-20. Price return + dividends = total return. Per year (CAGR) for windows of a year or more, with the cumulative total return beneath. Worst drop: the deepest fall in the price from a high inside the window, and when it bottomed.
| Period | Price | DivsDividends | Total | Worst drop |
|---|---|---|---|---|
| 1 day | +1.5% | +0.0% | +1.5% | — |
| 5 days | -4.5% | +0.0% | -4.5% | -5.9%Oct 19 |
| 1 month | -9.8% | +0.0% | -9.8% | -12.4%Oct 19 |
| YTD | -21.7% | +2.4% | -19.3% | -33.9%Mar 12 |
| 1 year | -21.6% | +3.2% | -18.4% | -33.9%Mar 2026 |
| 5 years | -5.6% | +4.5% | -1.1%-5.5% | -56.2%Sep 2022 |
| 10 years | +8.1% | +6.1% | +14.2%+276.6% | -64.4%Mar 2020 |
| Since inception (2014) | +5.9% | +5.9% | +11.9%+306.9% | -64.4%Mar 2020 |
Growth of MC#
Actual level with dividends reinvested (solid); dashed lines are each window's constant-rate path from start to today.
- 5 years-1.1%/year · -5.5%
- 10 years+14.2%/year · +276.6%
Methodology#
Trailing returns measure from the closest close about N years before the latest close (2026-10-20). Cumulative return is the total change over the window; annualized return is the compound annual growth rate (CAGR), shown for windows of a year or more. Price return is the change in MC's closing price; total return reinvests dividends (from its split- and dividend-adjusted closes); the dividends column is the difference between the two. The worst drop is the largest fall in the closing price from a high to a later low inside the window, the way a drawdown is usually quoted. See the year-by-year returns for the calendar breakdown. Past performance does not predict future returns; not investment advice.
FAQ#
- What is Moelis & Company's 10-year return?
- Over the last 10 years, Moelis & Company (MC) returned about +14.2% a year annualized (+276.6% cumulative total return).
- What is Moelis & Company's return since inception?
- Since 2014, Moelis & Company (MC) has compounded at about +11.9% a year — +306.9% in total.