Macquarie Group Ltd ADR (MQBKY)

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The chart shows the growth of an initial investment of $10,000 in Macquarie Group Ltd ADR, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Macquarie Group Ltd ADR (MQBKY) has returned 4.50% so far this year and 18.92% over the past 12 months. Looking at the last ten years, MQBKY has achieved an annualized return of 16.34%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since Jul 13, 2007, MQBKY's average daily return is +0.07%, while the average monthly return is +1.29%. At this rate, your investment would double in approximately 4.5 years.

Historically, 56% of months were positive and 44% were negative. The best month was Mar 2009 with a return of +76.9%, while the worst month was Oct 2008 at -65.2%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 5 months.

On a daily basis, MQBKY closed higher 47% of trading days. The best single day was Mar 24, 2020 with a return of +21.3%, while the worst single day was Oct 27, 2008 at -71.3%.

Macquarie Group Ltd ADR has an annualized alpha of 6.53%, beta of 1.07, and R² of 0.28 versus S&P 500 Index. Calculated based on daily prices since July 16, 2007.

• This stock captured 171.22% of S&P 500 Index gains and 150.59% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• R² of 0.28 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

MQBKY ranks 58 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for Macquarie Group Ltd ADR (MQBKY) and compare them to a chosen benchmark (S&P 500 Index).

Macquarie Group Ltd ADR provided a 2.98% dividend yield over the last twelve months, with an annual payout of $4.22 per share.

The table displays the monthly dividend distributions for Macquarie Group Ltd ADR. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Macquarie Group Ltd ADR. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Macquarie Group Ltd ADR was 87.00%, occurring on Mar 9, 2009. Recovery took 1537 trading sessions.

The current Macquarie Group Ltd ADR drawdown is 10.18%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Macquarie Group Ltd ADR over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Macquarie Group Ltd ADR is priced in the market compared to other companies in the Capital Markets industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.