Morgan Stanley (MS) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$25,764
Total Return
157.64%
CAGR
20.84%
Dividends
$2,164.69
Yield on Cost
21.65%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.74% |
| Median | +1.40% |
| Best | +23.64% |
| Worst | -21.66% |
| % of Windows Positive | 57.4% |
1-Year (252 Trading Days)
| Average | +18.40% |
| Median | +13.95% |
| Best | +85.18% |
| Worst | -23.56% |
| % of Windows Positive | 70.1% |
3-Year (756 Trading Days)
| Average | +62.01% |
| Median | +51.22% |
| Best | +139.47% |
| Worst | +0.31% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -32.50% |
| Average Drawdown | -10.79% |
| Drawdown Duration | 604 Trading Days |
| Sortino Ratio | 1.18 |
| Calmar Ratio | 0.64 |
| CVaR (5%) | -4.03% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +3.72% (+13.70% ann.) | +$372.37 | $56.33 | $11.27 | $0.09 |
| 2025 | +44.37% | +$4437.25 | $308.95 | $61.79 | $0.49 |
| 2024 | +38.72% | +$3872.07 | $385.13 | $77.03 | $0.62 |
| 2023 | +13.05% | +$1304.67 | $386.27 | $77.25 | $0.62 |
| 2022 | -11.01% | $1100.85 | $303.45 | $60.69 | $0.49 |
| 2021 | +45.92% | +$4592.34 | $308.75 | $61.75 | $0.49 |
| 2020 | +37.24% | +$3724.32 | $276.27 | $55.25 | $0.44 |
| 2019 | +31.90% | +$3189.76 | $330.72 | $66.14 | $0.53 |
| 2018 | -23.10% | $2310.48 | $210.93 | $42.19 | $0.34 |
| 2017 | +26.13% | +$2612.80 | $214.31 | $42.86 | $0.34 |
| 2016 | +35.40% | +$3540.11 | $221.77 | $44.35 | $0.35 |
| 2015 | -17.01% | $1700.85 | $142.40 | $28.48 | $0.23 |
| 2014 | +24.81% | +$2481.21 | $111.98 | $22.40 | $0.18 |
| 2013 | +65.07% | +$6506.65 | $104.87 | $20.97 | $0.16 |
| 2012 | +27.61% | +$2760.51 | $132.65 | $26.53 | $0.21 |
| 2011 | -44.02% | $4402.03 | $73.67 | $14.73 | $0.12 |
| 2010 | -7.53% | $753.46 | $67.71 | $13.54 | $0.11 |
| 2009 | +87.25% | +$8724.65 | $273.63 | $54.73 | $0.44 |
| 2008 | -68.96% | $6896.23 | $204.84 | $40.97 | $0.33 |
| 2007 | -23.49% | $2349.43 | $1903.18 | $380.64 | $3.05 |
| 2006 | +45.44% | +$4544.41 | $191.35 | $38.27 | $0.31 |
| 2005 | +3.86% | +$385.67 | $195.69 | $39.14 | $0.31 |
| 2004 | -2.61% | $261.40 | $173.73 | $34.74 | $0.28 |
| 2003 | +47.32% | +$4731.91 | $231.96 | $46.39 | $0.37 |
| 2002 | -27.47% | $2746.92 | $165.31 | $33.06 | $0.26 |
| 2001 | -28.51% | $2850.86 | $116.59 | $23.32 | $0.19 |
| 2000 | +11.93% | +$1193.00 | $112.45 | $22.49 | $0.18 |
| 1999 | +102.69% | +$10268.75 | $135.63 | $27.13 | $0.21 |
| 1998 | +21.27% | +$2127.44 | $135.79 | $27.16 | $0.22 |
| 1997 | +80.31% | +$8030.75 | $169.77 | $33.95 | $0.27 |
| 1996 | +42.69% | +$4268.57 | $188.12 | $37.63 | $0.31 |
| 1995 | +40.27% | +$4027.25 | $189.76 | $37.95 | $0.29 |
| 1994 | -1.11% | $111.35 | $144.98 | $29.00 | $0.24 |
| 1993 partial | +12.42% (+14.74% ann.) | +$1242.09 | $96.99 | $19.40 | $0.15 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +651.29% | +55.23% | +$65128.72 | $1413.84 | $282.77 | $2.25 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | -63.22% | -32.20% | $6322.27 | $299.66 | $59.93 | $0.48 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +177.31% | +22.65% | +$17730.94 | $6570.60 | $1314.12 | $10.51 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -74.69% | -62.18% | $7468.52 | $242.05 | $48.41 | $0.39 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | -36.41% | -12.55% | $3641.07 | $323.12 | $64.63 | $0.52 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +384.83% | +23.20% | +$38482.78 | $4541.66 | $908.33 | $7.26 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -48.26% | -99.95% | $4826.05 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +58.50% | +109.83% | +$5850.50 | $318.12 | $63.62 | $0.51 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +76.82% | +71.72% | +$7681.87 | $377.70 | $75.54 | $0.60 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -9.58% | -10.14% | $957.50 | $314.14 | $62.83 | $0.50 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +18.48% | +9.58% | +$1848.32 | $676.91 | $135.38 | $1.08 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +90.80% | +50.95% | +$9079.55 | $590.40 | $118.08 | $0.94 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1993-05-25 | $0.0250 | 0.29% |
| 1993-08-26 | $0.0250 | 0.26% |
| 1993-11-24 | $0.0250 | 0.27% |
| 1994-02-23 | $0.0313 | 0.36% |
| 1994-05-25 | $0.0313 | 0.31% |
| 1994-08-26 | $0.0313 | 0.31% |
| 1994-11-25 | $0.0313 | 0.36% |
| 1995-02-23 | $0.0400 | 0.40% |
| 1995-05-25 | $0.0400 | 0.33% |
| 1995-08-30 | $0.0400 | 0.32% |
| 1995-11-29 | $0.0400 | 0.32% |
| 1996-02-28 | $0.0550 | 0.40% |
| 1996-05-30 | $0.0550 | 0.37% |
| 1996-08-29 | $0.0550 | 0.43% |
| 1996-11-27 | $0.0550 | 0.32% |
| 1997-02-27 | $0.0700 | 0.35% |
| 1997-05-22 | $0.0700 | 0.35% |
| 1997-07-10 | $0.0700 | 0.31% |
| 1997-10-09 | $0.0700 | 0.24% |
| 1998-01-15 | $0.1000 | 0.35% |
| 1998-04-13 | $0.1000 | 0.24% |
| 1998-07-14 | $0.1000 | 0.21% |
| 1998-10-13 | $0.1000 | 0.43% |
| 1999-01-14 | $0.1200 | 0.29% |
| 1999-04-14 | $0.1200 | 0.21% |
| 1999-07-14 | $0.1200 | 0.24% |
| 1999-10-13 | $0.1200 | 0.25% |
| 2000-01-10 | $0.2000 | 0.32% |
| 2000-04-12 | $0.2000 | 0.23% |
| 2000-07-05 | $0.2000 | 0.24% |
| 2000-10-04 | $0.2000 | 0.22% |
| 2001-01-10 | $0.2300 | 0.28% |
| 2001-04-04 | $0.2300 | 0.47% |
| 2001-07-03 | $0.2300 | 0.36% |
| 2001-10-03 | $0.2300 | 0.49% |
| 2002-01-09 | $0.2300 | 0.40% |
| 2002-04-03 | $0.2300 | 0.41% |
| 2002-07-02 | $0.2300 | 0.56% |
| 2002-10-02 | $0.2300 | 0.64% |
| 2003-01-08 | $0.2300 | 0.53% |
| 2003-04-09 | $0.2300 | 0.54% |
| 2003-07-09 | $0.2300 | 0.49% |
| 2003-10-08 | $0.2300 | 0.43% |
| 2004-01-07 | $0.2500 | 0.43% |
| 2004-04-06 | $0.2500 | 0.44% |
| 2004-07-07 | $0.2500 | 0.49% |
| 2004-10-06 | $0.2500 | 0.50% |
| 2005-01-12 | $0.2700 | 0.49% |
| 2005-04-13 | $0.2700 | 0.49% |
| 2005-07-13 | $0.2700 | 0.50% |
| 2005-10-12 | $0.2700 | 0.51% |
| 2006-01-11 | $0.2700 | 0.46% |
| 2006-04-11 | $0.2700 | 0.42% |
| 2006-07-12 | $0.2700 | 0.42% |
| 2006-10-11 | $0.2700 | 0.36% |
| 2007-01-10 | $0.2700 | 0.33% |
| 2007-04-11 | $0.2700 | 0.34% |
| 2007-07-02 | $14.2500 | 16.99% |
| 2007-07-11 | $0.2700 | 0.38% |
| 2007-10-10 | $0.2700 | 0.39% |
| 2008-01-09 | $0.2700 | 0.58% |
| 2008-04-09 | $0.2700 | 0.57% |
| 2008-07-09 | $0.2700 | 0.74% |
| 2008-10-15 | $0.2700 | 1.23% |
| 2009-01-28 | $0.2700 | 1.36% |
| 2009-04-28 | $0.0670 | 0.32% |
| 2009-07-29 | $0.0500 | 0.18% |
| 2009-10-28 | $0.0500 | 0.15% |
| 2010-01-27 | $0.0500 | 0.18% |
| 2010-04-28 | $0.0500 | 0.17% |
| 2010-07-28 | $0.0500 | 0.19% |
| 2010-10-27 | $0.0500 | 0.21% |
| 2011-01-27 | $0.0500 | 0.17% |
| 2011-04-27 | $0.0500 | 0.19% |
| 2011-07-27 | $0.0500 | 0.21% |
| 2011-10-27 | $0.0500 | 0.30% |
| 2012-01-27 | $0.0500 | 0.27% |
| 2012-04-26 | $0.0500 | 0.29% |
| 2012-07-27 | $0.0500 | 0.38% |
| 2012-10-31 | $0.0500 | 0.29% |
| 2013-02-01 | $0.0500 | 0.22% |
| 2013-04-26 | $0.0500 | 0.23% |
| 2013-07-29 | $0.0500 | 0.18% |
| 2013-10-29 | $0.0500 | 0.17% |
| 2014-01-29 | $0.0500 | 0.17% |
| 2014-04-28 | $0.1000 | 0.33% |
| 2014-07-29 | $0.1000 | 0.30% |
| 2014-10-29 | $0.1000 | 0.29% |
| 2015-01-28 | $0.1000 | 0.29% |
| 2015-04-28 | $0.1500 | 0.40% |
| 2015-07-29 | $0.1500 | 0.38% |
| 2015-10-28 | $0.1500 | 0.47% |
| 2016-01-27 | $0.1500 | 0.59% |
| 2016-04-27 | $0.1500 | 0.54% |
| 2016-07-27 | $0.2000 | 0.68% |
| 2016-10-27 | $0.2000 | 0.60% |
| 2017-01-27 | $0.2000 | 0.45% |
| 2017-04-27 | $0.2000 | 0.45% |
| 2017-07-27 | $0.2500 | 0.53% |
| 2017-10-30 | $0.2500 | 0.49% |
| 2018-01-30 | $0.2500 | 0.44% |
| 2018-04-27 | $0.2500 | 0.48% |
| 2018-07-30 | $0.3000 | 0.59% |
| 2018-10-30 | $0.3000 | 0.68% |
| 2019-01-30 | $0.3000 | 0.71% |
| 2019-04-29 | $0.3000 | 0.63% |
| 2019-07-30 | $0.3500 | 0.77% |
| 2019-10-30 | $0.3500 | 0.75% |
| 2020-01-30 | $0.3500 | 0.65% |
| 2020-04-29 | $0.3500 | 0.87% |
| 2020-07-30 | $0.3500 | 0.69% |
| 2020-10-29 | $0.3500 | 0.74% |
| 2021-01-28 | $0.3500 | 0.51% |
| 2021-04-29 | $0.3500 | 0.42% |
| 2021-07-29 | $0.7000 | 0.73% |
| 2021-10-28 | $0.7000 | 0.69% |
| 2022-01-28 | $0.7000 | 0.69% |
| 2022-04-28 | $0.7000 | 0.85% |
| 2022-07-28 | $0.7750 | 0.94% |
| 2022-10-28 | $0.7750 | 0.96% |
| 2023-01-30 | $0.7750 | 0.80% |
| 2023-04-28 | $0.7750 | 0.86% |
| 2023-07-28 | $0.8500 | 0.92% |
| 2023-10-30 | $0.8500 | 1.21% |
| 2024-01-30 | $0.8500 | 0.97% |
| 2024-04-29 | $0.8500 | 0.92% |
| 2024-07-31 | $0.9250 | 0.89% |
| 2024-10-31 | $0.9250 | 0.78% |
| 2025-01-31 | $0.9250 | 0.66% |
| 2025-04-30 | $0.9250 | 0.80% |
| 2025-07-31 | $1.0000 | 0.69% |
| 2025-10-31 | $1.0000 | 0.61% |
| 2026-01-30 | $1.0000 | 0.55% |
| Total | 133 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 |
|---|---|---|---|---|
| 2021-04-29 | $43.32 | $8.66 | $0.07 | 0.4135 |
| 2021-07-29 | $86.93 | $17.39 | $0.14 | 0.7209 |
| 2021-10-28 | $87.44 | $17.49 | $0.14 | 0.6811 |
| 2022-01-28 | $87.91 | $17.58 | $0.14 | 0.6895 |
| 2022-04-28 | $88.40 | $17.68 | $0.14 | 0.8462 |
| 2022-07-28 | $98.52 | $19.71 | $0.16 | 0.9483 |
| 2022-10-28 | $99.26 | $19.85 | $0.16 | 0.9639 |
| 2023-01-30 | $100.01 | $20.00 | $0.16 | 0.8321 |
| 2023-04-28 | $100.65 | $20.13 | $0.16 | 0.8932 |
| 2023-07-28 | $111.15 | $22.23 | $0.18 | 0.9691 |
| 2023-10-30 | $111.97 | $22.39 | $0.18 | 1.2665 |
| 2024-01-30 | $113.05 | $22.61 | $0.18 | 1.0301 |
| 2024-04-29 | $113.93 | $22.79 | $0.18 | 0.9875 |
| 2024-07-31 | $124.89 | $24.98 | $0.20 | 0.9661 |
| 2024-10-31 | $125.79 | $25.16 | $0.20 | 0.8639 |
| 2025-01-31 | $126.59 | $25.32 | $0.20 | 0.7301 |
| 2025-04-30 | $127.26 | $25.45 | $0.20 | 0.8803 |
| 2025-07-31 | $138.46 | $27.69 | $0.22 | 0.7760 |
| 2025-10-31 | $139.24 | $27.85 | $0.22 | 0.6778 |
| 2026-01-30 | $139.91 | $27.98 | $0.22 | 0.6111 |
| Total | $2164.69 | $432.94 | $3.46 | 16.7473 |
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.