Performance analysis of Marcus (MCS)
Annual Return
Over the past 3 years, MCS has had an average annual return of +10.59%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, MCS has had an average annual return of -0.90%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, MCS has had an average annual return of +1.58%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 1, 1999, MCS has had an average annual return of +4.80%, underperforming the benchmark SPY, which returned +8.59% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +29.66% | -26.60% | +50.37% | +2.95% | -18.94% | +32.50% | -57.30% | -18.10% | +46.97% | -11.65% | +69.50% | +4.59% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +40.91% | +9.10% | +11.95% | -1.98% | +6.37% | -18.88% | +7.43% | -38.63% | +56.31% | -5.54% | +55.25% | +17.29% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +1.90% | +3.59% | +5.38% | -4.82% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.71% | +12.09% | +2.02% | +2.62% | +7.32% | +5.81% | +29.66% | ||||||
| 2025 | -6.42% | -8.54% | -8.99% | -2.28% | +13.73% | -8.77% | -2.91% | -5.19% | +0.46% | -7.16% | +9.59% | -1.21% | -26.60% |
| 2024 | -6.86% | +8.03% | -2.32% | -8.55% | -18.33% | +7.46% | +10.73% | +12.95% | +6.50% | +25.21% | +20.36% | -5.03% | +50.37% |
| 2023 | +5.21% | +6.27% | -0.23% | +9.50% | -12.79% | -2.62% | +5.19% | -2.19% | +2.04% | +0.26% | -10.05% | +4.82% | +2.95% |
| 2022 | -5.66% | +7.90% | -2.64% | -11.13% | -0.38% | -5.74% | +11.24% | -1.78% | -13.67% | +8.28% | +8.32% | -11.39% | -18.94% |
| 2021 | +30.57% | +11.59% | +1.78% | -0.15% | +5.76% | +0.47% | -24.23% | -2.93% | +11.86% | +6.42% | -5.92% | +2.23% | +32.50% |
| 2020 | -8.25% | -7.75% | -53.89% | +18.02% | -7.29% | -1.56% | +4.07% | +13.47% | -50.67% | -5.18% | +60.16% | +14.82% | -57.30% |
| 2019 | +12.84% | -4.89% | -5.17% | -6.07% | -6.66% | -5.72% | +6.16% | -3.62% | +10.28% | -2.46% | -12.40% | +0.98% | -18.10% |
| 2018 | -4.93% | +3.85% | +13.01% | -1.81% | +6.37% | +3.01% | +18.61% | +5.72% | +3.57% | -7.21% | +9.21% | -6.97% | +46.97% |
| 2017 | -5.87% | +5.23% | +3.30% | +5.29% | -1.99% | -8.49% | -9.93% | -7.99% | +11.25% | -1.99% | +3.96% | -2.67% | -11.65% |
Drawdown analysis of Marcus (MCS)
The maximum drawdown for the MCS was -83.84%, occurring on Oct 14, 2020. This drawdown has not yet recovered.
The current MCS drawdown is -51.19%.
Since Nov 1, 1999 MCS has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 3 times
- 30% or more: 5 times
- 20% or more: 9 times
- 10% or more: 16 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -83.84% | Jan 29, 2019 | 432 | Oct 14, 2020 | Ongoing | Ongoing | Ongoing |
| -72.89% | Dec 27, 2006 | 551 | Mar 9, 2009 | 1350 | Jul 18, 2014 | 1901 |
| -40.88% | Nov 12, 1999 | 83 | Mar 14, 2000 | 161 | Oct 31, 2000 | 244 |
| -31.91% | May 1, 2002 | 113 | Oct 10, 2002 | 316 | Jan 13, 2004 | 429 |
| -30.39% | Jun 21, 2001 | 61 | Sep 24, 2001 | 89 | Jan 31, 2002 | 150 |
| -29.41% | Apr 27, 2017 | 198 | Feb 8, 2018 | 116 | Jul 26, 2018 | 314 |
| -28.87% | Dec 20, 2004 | 80 | Apr 15, 2005 | 237 | Mar 24, 2006 | 317 |
| -25.21% | Jul 18, 2014 | 62 | Oct 15, 2014 | 84 | Feb 17, 2015 | 146 |
| -21.00% | Nov 10, 2000 | 28 | Dec 21, 2000 | 31 | Feb 7, 2001 | 59 |
| -17.85% | Mar 12, 2004 | 45 | May 17, 2004 | 40 | Jul 15, 2004 | 85 |
| -17.72% | Apr 8, 2015 | 199 | Jan 21, 2016 | 114 | Jul 5, 2016 | 313 |
| -15.41% | Oct 16, 2018 | 47 | Dec 24, 2018 | 23 | Jan 29, 2019 | 70 |
| -12.52% | Mar 31, 2006 | 40 | May 30, 2006 | 22 | Jun 29, 2006 | 62 |
| -12.01% | Feb 7, 2001 | 34 | Mar 28, 2001 | 26 | May 4, 2001 | 60 |
| -11.88% | Jul 5, 2006 | 8 | Jul 17, 2006 | 40 | Sep 12, 2006 | 48 |
| -11.77% | Jul 15, 2004 | 5 | Jul 22, 2004 | 26 | Aug 27, 2004 | 31 |
| -8.55% | Sep 21, 2004 | 7 | Sep 30, 2004 | 4 | Oct 6, 2004 | 11 |
| -8.51% | Jan 4, 2017 | 24 | Feb 8, 2017 | 12 | Feb 27, 2017 | 36 |
| -8.11% | May 4, 2001 | 25 | Jun 11, 2001 | 8 | Jun 21, 2001 | 33 |
| -8.01% | Jan 31, 2002 | 2 | Feb 4, 2002 | 9 | Feb 15, 2002 | 11 |
| -6.73% | Oct 30, 2006 | 4 | Nov 3, 2006 | 7 | Nov 14, 2006 | 11 |
| -5.92% | Jan 13, 2004 | 14 | Feb 3, 2004 | 9 | Feb 17, 2004 | 23 |
| -5.84% | Aug 14, 2018 | 1 | Aug 15, 2018 | 12 | Aug 31, 2018 | 13 |
| -5.80% | Feb 27, 2017 | 5 | Mar 6, 2017 | 32 | Apr 20, 2017 | 37 |
| -5.54% | Nov 15, 2006 | 7 | Nov 27, 2006 | 5 | Dec 4, 2006 | 12 |