Performance analysis of Markel Group (MKL)
Annual Return
Over the past 3 years, MKL has had an average annual return of +9.54%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, MKL has had an average annual return of +7.85%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, MKL has had an average annual return of +6.40%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 1, 1999, MKL has had an average annual return of +9.16%, outperforming the benchmark SPY, which returned +8.59% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -16.75% | +24.53% | +21.57% | +7.77% | +6.77% | +19.42% | -9.61% | +10.13% | -8.87% | +25.94% | +2.39% | +29.36% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +17.66% | +33.90% | +4.52% | +9.66% | +11.22% | +13.71% | -39.12% | +2.29% | +51.43% | -12.90% | +43.59% | +23.36% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +14.36% | -0.72% | +16.78% | -10.82% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -5.07% | +1.56% | -7.64% | -7.40% | +2.43% | -1.44% | -16.75% | ||||||
| 2025 | +5.94% | +5.72% | -3.30% | -2.73% | +6.77% | +2.87% | +0.55% | -2.45% | -2.43% | +3.30% | +5.36% | +3.33% | +24.53% |
| 2024 | +5.46% | -0.33% | +1.94% | -4.15% | +12.56% | -4.02% | +4.01% | -2.33% | -2.01% | -1.69% | +15.62% | -3.18% | +21.57% |
| 2023 | +6.94% | -5.61% | -3.94% | +7.13% | -3.93% | +5.21% | +4.81% | +2.01% | -0.43% | -0.13% | -2.14% | -1.33% | +7.77% |
| 2022 | -0.10% | +0.82% | +18.69% | -8.27% | +1.19% | -5.56% | +0.30% | -7.94% | -9.20% | +11.24% | +9.84% | -0.55% | +6.77% |
| 2021 | -6.18% | +12.31% | +4.67% | +3.23% | +4.17% | -3.17% | +1.64% | +5.31% | -5.91% | +9.87% | -9.01% | +3.28% | +19.42% |
| 2020 | +2.61% | +0.73% | -21.47% | -6.69% | +3.65% | +2.87% | +13.15% | +4.05% | -10.41% | -4.20% | +4.40% | +6.11% | -9.61% |
| 2019 | +1.49% | -4.62% | -0.86% | +7.56% | -1.18% | +2.90% | +2.23% | +2.62% | +3.40% | -0.92% | -3.03% | +0.67% | +10.13% |
| 2018 | +0.75% | -3.11% | +5.24% | -3.44% | -2.92% | -1.16% | +7.90% | +3.32% | -1.68% | -8.02% | +4.66% | -9.27% | -8.87% |
| 2017 | +2.27% | +5.92% | -0.40% | -0.64% | +0.79% | -0.14% | +9.80% | -1.82% | +1.52% | +1.53% | +2.08% | +2.91% | +25.94% |
Drawdown analysis of Markel Group (MKL)
The maximum drawdown for the MKL was -61.32%, occurring on Mar 9, 2009. Recovery took 1099 trading sessions.
The current MKL drawdown is -18.36%.
Since Nov 1, 1999 MKL has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 6 times
- 10% or more: 19 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -61.32% | Nov 1, 2007 | 338 | Mar 9, 2009 | 1099 | Jul 19, 2013 | 1437 |
| -44.66% | Feb 20, 2020 | 22 | Mar 23, 2020 | 498 | Mar 14, 2022 | 520 |
| -35.11% | Nov 3, 1999 | 85 | Mar 7, 2000 | 205 | Dec 27, 2000 | 290 |
| -28.87% | Mar 24, 2022 | 127 | Sep 26, 2022 | 219 | Aug 10, 2023 | 346 |
| -21.67% | Sep 18, 2018 | 67 | Dec 24, 2018 | 280 | Feb 5, 2020 | 347 |
| -20.10% | Dec 29, 2025 | 86 | May 4, 2026 | Ongoing | Ongoing | Ongoing |
| -19.08% | Apr 27, 2001 | 98 | Sep 21, 2001 | 8 | Oct 3, 2001 | 106 |
| -18.55% | May 6, 2002 | 54 | Jul 23, 2002 | 173 | Mar 31, 2003 | 227 |
| -18.51% | Feb 6, 2025 | 41 | Apr 7, 2025 | 150 | Nov 10, 2025 | 191 |
| -18.41% | Oct 5, 2001 | 64 | Jan 8, 2002 | 70 | Apr 19, 2002 | 134 |
| -16.37% | Mar 14, 2005 | 110 | Aug 18, 2005 | 265 | Sep 7, 2006 | 375 |
| -16.05% | May 20, 2016 | 117 | Nov 4, 2016 | 74 | Feb 23, 2017 | 191 |
| -15.72% | Sep 19, 2023 | 32 | Nov 2, 2023 | 124 | May 2, 2024 | 156 |
| -13.32% | Nov 24, 2015 | 43 | Jan 28, 2016 | 68 | May 5, 2016 | 111 |
| -12.73% | Aug 18, 2003 | 50 | Oct 28, 2003 | 84 | Mar 1, 2004 | 134 |
| -12.39% | Aug 3, 2015 | 16 | Aug 25, 2015 | 60 | Nov 18, 2015 | 76 |
| -11.10% | Dec 28, 2000 | 10 | Jan 12, 2001 | 33 | Mar 2, 2001 | 43 |
| -10.55% | Apr 12, 2004 | 74 | Jul 28, 2004 | 28 | Sep 7, 2004 | 102 |
| -10.14% | May 17, 2024 | 55 | Aug 7, 2024 | 70 | Nov 14, 2024 | 125 |
| -9.78% | Aug 9, 2007 | 3 | Aug 14, 2007 | 40 | Oct 10, 2007 | 43 |
| -9.29% | Jan 16, 2007 | 72 | Apr 30, 2007 | 70 | Aug 8, 2007 | 142 |
| -8.85% | Dec 31, 2013 | 22 | Feb 3, 2014 | 23 | Mar 7, 2014 | 45 |
| -8.34% | Mar 20, 2018 | 73 | Jul 3, 2018 | 20 | Aug 1, 2018 | 93 |
| -7.88% | Feb 1, 2018 | 5 | Feb 8, 2018 | 25 | Mar 16, 2018 | 30 |
| -7.24% | Aug 1, 2017 | 26 | Sep 7, 2017 | 23 | Oct 10, 2017 | 49 |