Morningstar, Inc. (MORN) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$7,533
Total Return
-24.67%
CAGR
-5.51%
Dividends
$345.58
Yield on Cost
3.46%
Rolling Returns
1-Month (21 Trading Days)
| Average | -0.23% |
| Median | -0.31% |
| Best | +25.50% |
| Worst | -28.90% |
| % of Windows Positive | 48.5% |
1-Year (252 Trading Days)
| Average | +0.46% |
| Median | -3.08% |
| Best | +68.56% |
| Worst | -52.27% |
| % of Windows Positive | 45.9% |
3-Year (756 Trading Days)
| Average | +9.79% |
| Median | +11.91% |
| Best | +40.73% |
| Worst | -36.46% |
| % of Windows Positive | 77.0% |
Risk Metrics
| Maximum Drawdown | -56.77% |
| Average Drawdown | -22.35% |
| Drawdown Duration | 331 Trading Days (Unrecovered) |
| Sortino Ratio | -0.06 |
| Calmar Ratio | -0.10 |
| CVaR (5%) | -4.29% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -20.42% (-55.16% ann.) | $2042.01 | $46.06 | $9.21 | $0.07 |
| 2025 | -35.13% | $3512.90 | $54.14 | $10.83 | $0.09 |
| 2024 | +18.16% | +$1815.84 | $56.69 | $11.34 | $0.09 |
| 2023 | +32.92% | +$3291.59 | $69.41 | $13.88 | $0.11 |
| 2022 | -36.39% | $3638.52 | $42.17 | $8.43 | $0.07 |
| 2021 | +48.12% | +$4812.48 | $40.85 | $8.17 | $0.07 |
| 2020 | +54.23% | +$5422.79 | $100.47 | $20.09 | $0.16 |
| 2019 | +38.69% | +$3868.99 | $102.25 | $20.45 | $0.17 |
| 2018 | +14.11% | +$1411.16 | $103.43 | $20.69 | $0.17 |
| 2017 | +33.06% | +$3306.19 | $125.52 | $25.10 | $0.20 |
| 2016 | -7.72% | $772.42 | $109.79 | $21.96 | $0.17 |
| 2015 | +25.29% | +$2529.25 | $117.84 | $23.57 | $0.19 |
| 2014 | -16.51% | $1650.90 | $87.31 | $17.46 | $0.14 |
| 2013 | +24.80% | +$2479.92 | $59.77 | $11.95 | $0.09 |
| 2012 | +6.40% | +$640.42 | $88.55 | $17.71 | $0.14 |
| 2011 | +12.22% | +$1222.35 | $28.28 | $5.65 | $0.05 |
| 2010 | +9.89% | +$988.68 | $10.34 | $2.07 | $0.02 |
| 2009 | +36.17% | +$3616.90 | $0.00 | $0.00 | $0.00 |
| 2008 | -54.34% | $5434.08 | $0.00 | $0.00 | $0.00 |
| 2007 | +72.59% | +$7258.60 | $0.00 | $0.00 | $0.00 |
| 2006 | +30.05% | +$3005.20 | $0.00 | $0.00 | $0.00 |
| 2005 partial | +72.77% (+129.03% ann.) | +$7276.81 | $0.00 | $0.00 | $0.00 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| China-WTO / housing-credit / commodity boom partial | May 3, 2005 – October 9, 2007 | +255.11% | +68.31% | +$25511.22 | $0.00 | $0.00 | $0.00 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -61.74% | -49.35% | $6174.38 | $0.00 | $0.00 | $0.00 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +95.57% | +21.98% | +$9556.56 | $167.42 | $33.49 | $0.27 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +195.77% | +15.41% | +$19577.21 | $1089.34 | $217.86 | $1.75 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -34.40% | -99.19% | $3439.78 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +83.07% | +164.59% | +$8307.27 | $78.82 | $15.76 | $0.13 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +50.12% | +47.03% | +$5012.47 | $59.17 | $11.83 | $0.09 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -26.54% | -27.92% | $2653.86 | $46.47 | $9.29 | $0.07 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +32.56% | +16.42% | +$3255.50 | $111.86 | $22.37 | $0.18 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | -44.98% | -31.68% | $4498.42 | $102.35 | $20.47 | $0.16 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2010-12-29 | $0.0500 | 0.09% |
| 2011-04-13 | $0.0500 | 0.09% |
| 2011-07-13 | $0.0500 | 0.08% |
| 2011-10-12 | $0.0500 | 0.08% |
| 2012-01-11 | $0.1000 | 0.17% |
| 2012-04-11 | $0.1000 | 0.17% |
| 2012-07-11 | $0.1000 | 0.17% |
| 2012-10-10 | $0.1000 | 0.16% |
| 2012-12-13 | $0.1250 | 0.19% |
| 2013-04-10 | $0.1250 | 0.19% |
| 2013-07-10 | $0.1250 | 0.17% |
| 2013-10-09 | $0.1250 | 0.17% |
| 2014-01-08 | $0.1700 | 0.22% |
| 2014-04-09 | $0.1700 | 0.22% |
| 2014-07-09 | $0.1700 | 0.24% |
| 2014-10-08 | $0.1700 | 0.26% |
| 2015-01-07 | $0.1900 | 0.30% |
| 2015-04-08 | $0.1900 | 0.26% |
| 2015-07-08 | $0.1900 | 0.24% |
| 2015-10-07 | $0.1900 | 0.24% |
| 2016-01-06 | $0.2200 | 0.28% |
| 2016-04-06 | $0.2200 | 0.25% |
| 2016-07-06 | $0.2200 | 0.27% |
| 2016-10-06 | $0.2200 | 0.28% |
| 2017-01-04 | $0.2300 | 0.31% |
| 2017-04-05 | $0.2300 | 0.30% |
| 2017-07-05 | $0.2300 | 0.29% |
| 2017-10-17 | $0.2300 | 0.27% |
| 2018-01-04 | $0.2500 | 0.26% |
| 2018-04-05 | $0.2500 | 0.26% |
| 2018-07-05 | $0.2500 | 0.19% |
| 2018-10-16 | $0.2500 | 0.22% |
| 2019-01-03 | $0.2800 | 0.26% |
| 2019-04-04 | $0.2800 | 0.22% |
| 2019-07-03 | $0.2800 | 0.19% |
| 2019-10-17 | $0.2800 | 0.18% |
| 2020-01-02 | $0.3000 | 0.20% |
| 2020-04-02 | $0.3000 | 0.26% |
| 2020-07-01 | $0.3000 | 0.21% |
| 2020-10-15 | $0.3000 | 0.16% |
| 2020-12-31 | $0.3150 | 0.14% |
| 2021-04-08 | $0.3150 | 0.14% |
| 2021-07-08 | $0.3150 | 0.12% |
| 2021-10-18 | $0.3150 | 0.11% |
| 2022-01-06 | $0.3600 | 0.11% |
| 2022-03-31 | $0.3600 | 0.13% |
| 2022-06-30 | $0.3600 | 0.15% |
| 2022-10-17 | $0.3600 | 0.17% |
| 2023-01-05 | $0.3750 | 0.17% |
| 2023-04-05 | $0.3750 | 0.18% |
| 2023-07-06 | $0.3750 | 0.19% |
| 2023-10-05 | $0.3750 | 0.16% |
| 2024-01-04 | $0.4050 | 0.15% |
| 2024-04-04 | $0.4050 | 0.13% |
| 2024-07-12 | $0.4050 | 0.13% |
| 2024-10-04 | $0.4050 | 0.13% |
| 2025-01-03 | $0.4550 | 0.14% |
| 2025-04-04 | $0.4550 | 0.16% |
| 2025-07-11 | $0.4550 | 0.15% |
| 2025-10-03 | $0.4550 | 0.20% |
| 2026-01-02 | $0.5000 | 0.23% |
| 2026-04-02 | $0.5000 | 0.29% |
| Total | 62 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-07-08 | $13.43 | $2.69 | $0.02 | 0.0424 |
| 2021-10-18 | $13.44 | $2.69 | $0.02 | 0.0390 |
| 2022-01-06 | $15.38 | $3.08 | $0.02 | 0.0388 |
| 2022-03-31 | $15.39 | $3.08 | $0.02 | 0.0450 |
| 2022-06-30 | $15.41 | $3.08 | $0.02 | 0.0509 |
| 2022-10-17 | $15.42 | $3.08 | $0.02 | 0.0559 |
| 2023-01-05 | $16.09 | $3.22 | $0.03 | 0.0598 |
| 2023-04-05 | $16.11 | $3.22 | $0.03 | 0.0637 |
| 2023-07-06 | $16.13 | $3.23 | $0.03 | 0.0664 |
| 2023-10-05 | $16.16 | $3.23 | $0.03 | 0.0563 |
| 2024-01-04 | $17.47 | $3.49 | $0.03 | 0.0510 |
| 2024-04-04 | $17.49 | $3.50 | $0.03 | 0.0459 |
| 2024-07-12 | $17.51 | $3.50 | $0.03 | 0.0458 |
| 2024-10-04 | $17.53 | $3.51 | $0.03 | 0.0439 |
| 2025-01-03 | $19.72 | $3.94 | $0.03 | 0.0470 |
| 2025-04-04 | $19.74 | $3.95 | $0.03 | 0.0586 |
| 2025-07-11 | $19.76 | $3.95 | $0.03 | 0.0537 |
| 2025-10-03 | $19.79 | $3.96 | $0.03 | 0.0699 |
| 2026-01-02 | $21.78 | $4.36 | $0.04 | 0.0826 |
| 2026-04-02 | $21.82 | $4.36 | $0.04 | 0.1008 |
| Total | $345.58 | $69.11 | $0.55 | 1.1174 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.