MRSH monthly performance report
Explore MRSH's monthly returns, drawdown, and seasonality trends — updated every month.
MRSH monthly report
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Key takeaways
- Marsh & McLennan Companies, Inc. (MRSH) closed September 2026 at $175.01, down 7.79% for the month and −10.78% over the trailing 12 months.
- Year-to-date, MRSH is −5.67%, underperforming the S&P 500 which has returned +11.70% YTD.
- The stock is trading −1.63% versus its 200-day moving average ($177.92), a cautious technical signal.
- Over the past three years, MRSH has underperformed the S&P 500 by −83.19%, with a relative strength index reading of 51.6.
- Win rate over the trailing 39 months stands at 56.4% — 22 positive months versus 17 negative months.
Marsh & McLennan Companies, Inc. ended September 2026 at $175.01, posting a monthly return of −7.79%. The S&P 500 returned −0.70% over the same window, leaving relative performance at −7.09%.
The current quarter stands at +5.00% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −1.63% versus the 200-day moving average ($177.92).
Year-to-date, MRSH is −5.67% against SPY +11.70%, a gap of −17.36%. The stock is currently −15.79% below its 52-week high, with maximum 3-year drawdown at −35.60%.
| Period | MRSH | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.25% | −0.12% | +0.37% |
| 1 Week | −1.07% | −0.34% | −0.73% |
| 1 Month | −7.79% | −0.70% | −7.09% |
| 3 Months | +4.93% | +2.80% | +2.14% |
| 6 Months | +1.66% | +13.85% | −12.19% |
| YTD | −5.67% | +11.70% | −17.36% |
| 12 Months | −10.78% | +15.01% | −25.79% |
| 3 Years | −11.49% | +71.69% | −83.19% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jul 2026 | +13.81% |
| #2 | Feb 2025 | +9.66% |
| #3 | Nov 2024 | +6.87% |
| #4 | Jul 2024 | +5.62% |
| #5 | Nov 2023 | +5.15% |
| Rank | Month | Return |
|---|---|---|
| #1 | Oct 2025 | −11.60% |
| #2 | Dec 2024 | −8.93% |
| #3 | Jul 2025 | −8.89% |
| #4 | Sep 2026 | −7.79% |
| #5 | Apr 2025 | −7.61% |
| Quarter | Return |
|---|---|
| Q2 2025 | −10.40% |
| Q3 2025 | −7.83% |
| Q4 2025 | −7.94% |
| Q1 2026 | −6.51% |
| Q2 2026 | −3.91% |
| Q3 2026 (QTD) | +5.00% |
| Year | Return |
|---|---|
| 2023 | +14.50% |
| 2024 | +12.11% |
| 2025 | −12.66% |
| 2026 | −5.67% |
| Metric | Value |
|---|---|
| 52-Week High | $207.83 (2025-10-10) |
| 52-Week Low | $156.60 (2026-06-03) |
| Current Price | $175.01 |
| 200-Day Moving Average | $177.92 |
| Price vs 200DMA | −1.63% |
| 3-Year Maximum Drawdown | −35.60% (2026-06-03) |
| Current Drawdown from 52W High | −15.79% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 51.6 |
| 3-Year Excess Return vs S&P 500 | −83.19% |
| RS Peak | 102.3 (Nov 2023) |
| RS Trough | 46.8 (Jun 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was MRSH's return for this report period?
MRSH returned −7.79% in the latest monthly window ending 2026-09-18.
Has MRSH outperformed SPY year to date?
YTD MRSH: −5.67% vs SPY: +11.70%.
What is MRSH's 12-month return?
−10.78% over the trailing 12 months.
Is MRSH above or below its 200-day moving average?
Price is −1.63% versus 200DMA ($177.92).
What is the maximum drawdown in the 3-year window?
−35.60% on 2026-06-03.