Performance analysis of Moelis (MC)
Annual Return
Over the past 3 years, MC has had an average annual return of +14.75%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, MC has had an average annual return of +8.98%, underperforming the benchmark SPY, which returned +12.78% annual.
Over the past 10 years, MC has had an average annual return of +18.62%, outperforming the benchmark SPY, which returned +14.91% annual.
Since Apr 16, 2014, MC has had an average annual return of +15.69%, outperforming the benchmark SPY, which returned +13.84% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -0.46% | -3.16% | +37.18% | +54.85% | -35.29% | +48.80% | +62.91% | +0.63% | -22.56% | +52.41% | +30.17% | -13.54% |
| 2014 | |||||||||||
| +39.19% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.26% | -16.32% | -3.98% | +14.25% | +4.39% | -2.78% | +2.48% | -0.46% | |||||
| 2025 | +5.97% | -9.01% | -17.38% | -8.19% | +7.88% | +9.12% | +12.55% | +3.77% | -1.10% | -11.20% | +2.37% | +7.12% | -3.16% |
| 2024 | -2.07% | -0.63% | +5.05% | -13.55% | +16.68% | +0.44% | +19.59% | -0.79% | +2.57% | -3.08% | +16.99% | -4.03% | +37.18% |
| 2023 | +21.84% | -7.17% | -10.25% | -1.45% | +1.69% | +19.73% | +7.69% | -1.70% | -4.81% | -7.73% | +15.60% | +18.29% | +54.85% |
| 2022 | -9.66% | -13.58% | -2.61% | -5.73% | +7.50% | -16.13% | +18.37% | -9.37% | -18.84% | +25.59% | +3.16% | -11.22% | -35.29% |
| 2021 | +6.31% | +4.93% | +6.27% | -1.09% | +3.61% | +5.96% | +5.20% | +4.56% | -0.13% | +17.57% | -12.22% | +1.96% | +48.80% |
| 2020 | +12.79% | -8.16% | -12.08% | +6.30% | +13.58% | -7.35% | -4.39% | +8% | +10.12% | +5.86% | +6.55% | +24.68% | +62.91% |
| 2019 | +27.26% | +5.89% | -6.72% | -1.59% | -21.30% | +9.98% | +4.26% | -6.63% | -2.03% | +8.61% | -6.31% | -3.15% | +0.63% |
| 2018 | +6.60% | +1.83% | +0.20% | +5.80% | +11.10% | -1.01% | +8.44% | -5.81% | -5.60% | -25.49% | +0.15% | -14.95% | -22.56% |
| 2017 | +0.59% | +7.91% | +5.65% | -4.68% | -3.42% | +13.59% | +5.27% | -2.79% | +9.26% | -0.69% | +13.03% | +1.26% | +52.41% |
Drawdown analysis of Moelis (MC)
The maximum drawdown for the MC was -58.34%, occurring on Mar 18, 2020. Recovery took 209 trading sessions.
The current MC drawdown is -12.30%.
Since Apr 16, 2014 MC has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 4 times
- 20% or more: 4 times
- 10% or more: 13 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -58.34% | Jun 20, 2018 | 438 | Mar 18, 2020 | 209 | Jan 14, 2021 | 647 |
| -53.05% | Nov 5, 2021 | 223 | Sep 27, 2022 | 451 | Jul 16, 2024 | 674 |
| -39.32% | Feb 6, 2025 | 42 | Apr 8, 2025 | Ongoing | Ongoing | Ongoing |
| -31.77% | Jan 2, 2015 | 374 | Jun 28, 2016 | 119 | Dec 15, 2016 | 493 |
| -17.00% | Aug 29, 2014 | 38 | Oct 23, 2014 | 15 | Nov 13, 2014 | 53 |
| -14.66% | Jun 23, 2014 | 13 | Jul 11, 2014 | 35 | Aug 29, 2014 | 48 |
| -12.95% | Jul 30, 2024 | 6 | Aug 7, 2024 | 28 | Sep 17, 2024 | 34 |
| -12.14% | Nov 6, 2024 | 44 | Jan 13, 2025 | 17 | Feb 6, 2025 | 61 |
| -11.76% | Jul 25, 2017 | 18 | Aug 18, 2017 | 44 | Oct 20, 2017 | 62 |
| -10.97% | Nov 13, 2014 | 4 | Nov 19, 2014 | 23 | Dec 23, 2014 | 27 |
| -10.63% | Mar 20, 2018 | 3 | Mar 23, 2018 | 21 | Apr 24, 2018 | 24 |
| -10.55% | Jan 15, 2021 | 7 | Jan 27, 2021 | 16 | Feb 19, 2021 | 23 |
| -10.04% | Mar 17, 2021 | 20 | Apr 15, 2021 | 49 | Jun 24, 2021 | 69 |
| -9.94% | Mar 16, 2017 | 20 | Apr 13, 2017 | 6 | Apr 24, 2017 | 26 |
| -9.28% | Apr 24, 2017 | 17 | May 17, 2017 | 18 | Jun 13, 2017 | 35 |
| -8.36% | Oct 17, 2024 | 6 | Oct 25, 2024 | 8 | Nov 6, 2024 | 14 |
| -7.45% | Feb 19, 2021 | 4 | Feb 25, 2021 | 7 | Mar 8, 2021 | 11 |
| -7.40% | Jul 2, 2021 | 10 | Jul 19, 2021 | 3 | Jul 22, 2021 | 13 |
| -6.55% | Sep 15, 2021 | 4 | Sep 21, 2021 | 4 | Sep 27, 2021 | 8 |
| -6.07% | Jul 17, 2024 | 5 | Jul 24, 2024 | 2 | Jul 26, 2024 | 7 |
| -5.95% | Sep 19, 2024 | 10 | Oct 3, 2024 | 8 | Oct 15, 2024 | 18 |
| -5.84% | Aug 12, 2021 | 5 | Aug 19, 2021 | 6 | Aug 27, 2021 | 11 |
| -5.40% | Oct 25, 2017 | 1 | Oct 26, 2017 | 10 | Nov 9, 2017 | 11 |
| -5.33% | Apr 24, 2014 | 10 | May 8, 2014 | 2 | May 12, 2014 | 12 |
| -5.04% | Oct 25, 2021 | 2 | Oct 27, 2021 | 2 | Oct 29, 2021 | 4 |