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Performance analysis of MSC Industrial Direct (MSM)

Annual Return

Over the past 3 years, MSM has had an average annual return of +12.57%, underperforming the benchmark SPY, which returned +19.62% annual.

Over the past 5 years, MSM has had an average annual return of +12.07%, underperforming the benchmark SPY, which returned +12.73% annual.

Over the past 10 years, MSM has had an average annual return of +10.77%, underperforming the benchmark SPY, which returned +15.04% annual.

Since Nov 1, 1999, MSM has had an average annual return of +12.86%, outperforming the benchmark SPY, which returned +8.49% annual.

202620252024202320222021202020192018201720162015
+54.38%+17.29%-23.39%+28.46%+0.88%+3.10%+25.31%+5.75%-18.28%+6.95%+68.21%-29.10%
201420132012201120102009200820072006200520042003
+5.87%+8.57%+7.36%+12.11%+42.33%+30.37%-7.24%+4.84%-1.47%+18.02%+32.25%+55.61%
2002200120001999
-10.13%+9.36%+36.30%+23.95%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+1.32%+11.26%-1.67%+11.85%+7.04%+8.66%+7.07%+54.38%
2025+8.80%-0.06%-3.35%-0.42%+6.17%+4.70%+2.84%+4.17%+2.12%-7.85%+5.79%-5.46%+17.29%
2024-1.70%+2.29%-3.86%-5.15%-5.85%-7.67%+13.38%-7.54%+4.64%-8.12%+9.67%-13.03%-23.39%
2023+2.24%+2.20%-0.62%+9.02%-0.89%+5.96%+6.78%+1.13%-3.83%-3.46%+3.69%+3.94%+28.46%
2022-2.00%-5.10%+9.98%-1.90%+2.50%-11.56%+11.17%-4.17%-8.08%+13.97%+4.41%-4.81%+0.88%
2021-7.25%+11.03%+4.71%+0.81%+4.70%-4.95%+0.20%-5.56%-4.77%+4.84%-5.56%+6.81%+3.10%
2020-6.25%-9.18%-11.08%+9.92%+16.26%+5%-8.29%-0.17%-3.98%+10.08%+25.83%+1.28%+25.31%
2019+9.43%+1.10%-2.01%+1.88%-15.53%+5.09%-3.30%-4.83%+7.26%+0.94%+1.27%+6.89%+5.75%
2018-2.28%-6.82%+4.84%-5.14%+6.24%-7.60%+0.42%+1%+3.08%-8.00%+10.08%-13.17%-18.28%
2017+11.11%-1.53%+2.16%-12.43%-6.24%+2.41%-16.65%-3.27%+9.71%+9.70%+9.31%+7.32%+6.95%

Drawdown analysis of MSC Industrial Direct (MSM)

The maximum drawdown for the MSM was -57.07%, occurring on Sep 23, 2002. Recovery took 281 trading sessions.

Since Nov 1, 1999 MSM has experienced the following drawdowns:

  • 50% or more: 2 times
  • 40% or more: 4 times
  • 30% or more: 8 times
  • 20% or more: 14 times
  • 10% or more: 22 times
DepthStartTo BottomBottomTo RecoverEndTotal
-57.07%Mar 20, 2002129Sep 23, 2002281Nov 3, 2003410
-50.76%Jul 9, 2007419Mar 6, 2009273Apr 7, 2010692
-48.19%Feb 21, 2017776Mar 23, 2020172Nov 24, 2020948
-47.44%May 31, 2000103Oct 25, 2000335Mar 4, 2002438
-38.74%Jun 11, 2014384Dec 17, 2015236Nov 23, 2016620
-32.73%Apr 6, 201185Aug 8, 2011110Jan 13, 2012195
-31.14%May 9, 2006129Nov 9, 2006138Jun 1, 2007267
-30.82%Jan 20, 200024Feb 24, 200054May 11, 200078
-29.28%Oct 12, 2023371Apr 7, 2025210Feb 6, 2026581
-26.06%Nov 29, 2004105Apr 29, 200562Jul 28, 2005167
-26.03%Mar 28, 201271Jul 10, 2012148Feb 12, 2013219
-23.28%Nov 2, 19995Nov 9, 199920Dec 8, 199925
-21.82%Apr 7, 2010102Aug 31, 201036Oct 21, 2010138
-21.27%May 14, 2021344Sep 26, 2022139Apr 17, 2023483
-15.81%Jul 15, 200421Aug 13, 200432Sep 29, 200453
-15.18%Apr 5, 200424May 10, 200433Jun 28, 200457
-14.31%Dec 29, 19994Jan 4, 20005Jan 11, 20009
-13.94%Jul 29, 200537Sep 21, 200521Oct 20, 200558
-12.97%Mar 22, 201370Jul 2, 2013135Jan 14, 2014205
-11.54%Oct 6, 200410Oct 20, 200412Nov 5, 200422
-10.68%Dec 22, 201025Jan 28, 201135Mar 21, 201160
-10.30%Feb 6, 202629Mar 20, 202612Apr 8, 202641
-9.81%Nov 10, 200324Dec 15, 200313Jan 5, 200437
-9.71%Mar 1, 20066Mar 9, 20065Mar 16, 200611
-9.51%Jan 16, 201413Feb 5, 201444Apr 9, 201457