Performance Comparison
Comparison Box

Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
MMC (Marsh & McLennan Companies, Inc.) 3.95% 10.41% 10.07% 20.03% 16.58% 18.10% 13.38% 11.35%
More Performance Analytics Comparison
Name Start Date End Date
MMC (Marsh & McLennan Companies, Inc.) 02/21/1973 04/25/2025
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 02/21/1973.
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception YTD 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990 1989 1988 1987 1986 1985 1984 1983 1982 1981 1980 1979 1978 1977 1976 1975 1974 1973
Annualized Return (%) 3.37 10.41 10.07 20.03 16.58 18.10 13.38 11.35 3.95 13.75 16.15 -3.44 50.84 6.86 42.33 -0.14 23.28 25.17 -1.05 20.93 43.81 12.05 19.15 28.25 -5.44 -5.54 -11.40 -1.16 -1.20 -29.80 6.92 -11.98 -6.29 24.52 63.74 17.56 43.39 17.18 11.99 -2.46 -11.08 12.29 4.33 0.00 38.67 13.64 -18.52 49.08 38.14 18.59 20.61 25.00 -4.00 -2.31 13.97 1.02 7.71 -2.58 32.39 1.73 22.70
Sharpe Ratio NA 0.23 0.29 0.91 0.73 NA NA 0.33 0.42 0.51 0.71 -0.19 3.09 0.18 2.52 -0.08 1.78 1.66 -0.06 1.49 3.15 0.78 0.68 1.37 -0.15 -0.14 -0.61 -0.22 -0.15 -0.74 0.24 -0.36 -0.27 0.44 1.73 0.44 1.54 0.79 0.61 -0.39 -0.83 0.57 0.03 -0.21 1.70 0.42 -0.64 1.63 1.69 0.46 0.71 0.62 -0.54 -0.46 0.42 -0.21 0.30 -0.36 1.24 -0.14 0.66
Standard Deviation(%) NA 17.56 19.42 19.47 20.33 NA NA 24.96 24.02 13.91 16.79 25.81 16.46 36.43 16.25 18.18 12.81 15.03 17.42 14.01 13.90 15.51 27.94 20.60 35.82 46.53 23.55 19.99 22.49 41.27 25.84 36.32 32.71 46.13 35.04 32.58 25.81 17.17 13.42 13.74 15.82 17.21 20.77 25.06 19.42 21.33 35.01 27.34 19.50 25.61 20.44 28.28 25.69 22.38 16.48 18.49 13.39 16.75 22.85 27.69 32.78
Draw Down(%) NA 13.17 15.94 19.23 35.80 NA NA 67.46 13.17 10.01 12.29 19.23 8.03 35.80 7.64 15.24 6.14 7.25 13.40 8.22 6.04 10.33 18.28 18.86 28.18 36.13 26.12 23.40 17.01 50.05 22.18 37.12 30.23 29.72 18.90 30.47 13.48 11.76 8.73 18.70 18.91 13.94 17.61 23.91 13.64 12.23 38.46 22.24 10.40 26.63 13.90 15.55 20.00 23.62 10.92 16.36 11.20 13.88 20.90 37.24 24.02
Yield(%) 0.00 1.62 1.64 2.63 3.66 6.88 5.19 23.03 0.77 1.60 1.57 1.35 1.76 1.64 2.20 1.97 2.66 3.02 2.07 2.22 2.70 2.83 3.13 3.70 3.21 2.97 2.43 2.13 2.07 2.06 3.13 2.04 1.82 2.01 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MMC (Marsh & McLennan Companies, Inc.) -17.37%
Aug 2003 - Aug 2006 		-15.64%
Feb 2004 - Feb 2009 		-7.18%
Sep 2000 - Sep 2010 		1.04%
Sep 2000 - Sep 2015
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MMC (Marsh & McLennan Companies, Inc.) 54.55%
Aug 1983 - Aug 1986 		37.30%
Oct 1995 - Oct 2000 		21.66%
Sep 2011 - Sep 2021 		20.23%
Feb 2009 - Feb 2024
Annualized Rolling Returns Comparison Chart