Performance analysis of Morningstar (MORN)
Annual Return
Over the past 3 years, MORN has had an average annual return of -6.37%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, MORN has had an average annual return of -6.83%, underperforming the benchmark SPY, which returned +12.78% annual.
Over the past 10 years, MORN has had an average annual return of +8.30%, underperforming the benchmark SPY, which returned +14.91% annual.
Since May 3, 2005, MORN has had an average annual return of +11.29%, outperforming the benchmark SPY, which returned +11.13% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -20.30% | -35.04% | +18.29% | +33.11% | -36.31% | +48.24% | +54.53% | +38.93% | +14.32% | +33.37% | -7.52% | +25.56% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | ||
| -16.35% | +24.93% | +6.59% | +12.28% | +9.90% | +36.17% | -54.34% | +72.58% | +30.05% | +72.77% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -6.78% | -9.38% | -7.69% | +0.09% | +7.89% | -14.28% | +10.42% | -20.30% | |||||
| 2025 | -2.28% | -4.54% | -4.42% | -4.89% | +8.32% | +1.79% | -11.80% | -5.08% | -11.59% | -8.31% | +1.21% | +1.14% | -35.04% |
| 2024 | -2.28% | +6.91% | +3.28% | -8.22% | +1.98% | +2.64% | +7.51% | -1.22% | +1.71% | +2.93% | +7.96% | -4.91% | +18.29% |
| 2023 | +12.33% | -14.64% | -2.07% | -12.01% | +14.80% | -4.22% | +17.78% | +0.95% | +0.67% | +8.29% | +11.89% | +1.02% | +33.11% |
| 2022 | -15.86% | -2.35% | -2.54% | -7.30% | +1.50% | -5.77% | +5.59% | -10.71% | -6.87% | +9.53% | +5.58% | -11.64% | -36.31% |
| 2021 | -0.73% | -2.45% | +0.35% | +17.92% | -10.95% | +8.95% | -1.62% | +6.08% | -3.34% | +22.42% | -2.03% | +10.20% | +48.24% |
| 2020 | +3.89% | -6.37% | -20.86% | +34.52% | -1.69% | -8.06% | +19.44% | -4.69% | +0.29% | +18.73% | +5.11% | +15.88% | +54.53% |
| 2019 | +13.32% | +1.94% | -0.45% | +14.11% | -2.38% | +3.28% | +5.28% | +6.32% | -9.55% | +10.94% | -2.93% | -3.69% | +38.93% |
| 2018 | -0.62% | -2.78% | +2.21% | +13.96% | +10.53% | +6.87% | +3.12% | +7.82% | -11.54% | -0.66% | -5.34% | -7.03% | +14.32% |
| 2017 | +3.84% | +5.36% | -2.03% | -6.68% | +0.07% | +7.05% | +5.71% | +0.16% | +2.77% | +0.53% | +8.32% | +5.06% | +33.37% |
Drawdown analysis of Morningstar (MORN)
The maximum drawdown for the MORN was -67.92%, occurring on Nov 20, 2008. Recovery took 1240 trading sessions.
The current MORN drawdown is -51.41%.
Since May 3, 2005 MORN has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 3 times
- 30% or more: 4 times
- 20% or more: 10 times
- 10% or more: 19 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -67.92% | Dec 11, 2007 | 239 | Nov 20, 2008 | 1240 | Oct 25, 2013 | 1479 |
| -59.99% | Dec 12, 2024 | 382 | Jun 25, 2026 | Ongoing | Ongoing | Ongoing |
| -49.91% | Dec 27, 2021 | 335 | Apr 27, 2023 | 368 | Oct 14, 2024 | 703 |
| -35.42% | Feb 19, 2020 | 22 | Mar 20, 2020 | 91 | Jul 30, 2020 | 113 |
| -28.34% | May 19, 2006 | 55 | Aug 8, 2006 | 73 | Nov 20, 2006 | 128 |
| -26.97% | Nov 22, 2013 | 224 | Oct 15, 2014 | 194 | Jul 24, 2015 | 418 |
| -25.71% | Aug 31, 2018 | 78 | Dec 24, 2018 | 82 | Apr 24, 2019 | 160 |
| -24.04% | Aug 11, 2005 | 47 | Oct 18, 2005 | 12 | Nov 3, 2005 | 59 |
| -23.03% | Apr 1, 2016 | 153 | Nov 7, 2016 | 244 | Oct 26, 2017 | 397 |
| -20.92% | Nov 11, 2005 | 5 | Nov 18, 2005 | 34 | Jan 10, 2006 | 39 |
| -13.66% | Apr 23, 2007 | 23 | May 24, 2007 | 48 | Aug 2, 2007 | 71 |
| -12.90% | Apr 29, 2021 | 26 | Jun 7, 2021 | 41 | Aug 4, 2021 | 67 |
| -12.53% | Aug 5, 2015 | 131 | Feb 11, 2016 | 30 | Mar 28, 2016 | 161 |
| -11.85% | Feb 16, 2021 | 7 | Feb 25, 2021 | 41 | Apr 26, 2021 | 48 |
| -11.46% | Aug 8, 2007 | 5 | Aug 15, 2007 | 33 | Oct 2, 2007 | 38 |
| -11.39% | Aug 30, 2019 | 22 | Oct 2, 2019 | 21 | Oct 31, 2019 | 43 |
| -10.79% | Apr 20, 2006 | 7 | May 1, 2006 | 5 | May 8, 2006 | 12 |
| -10.51% | Jan 18, 2018 | 15 | Feb 8, 2018 | 46 | Apr 17, 2018 | 61 |
| -10.13% | Feb 23, 2007 | 6 | Mar 5, 2007 | 34 | Apr 23, 2007 | 40 |
| -9.77% | Jul 30, 2020 | 39 | Sep 24, 2020 | 9 | Oct 7, 2020 | 48 |
| -9.40% | Sep 9, 2021 | 17 | Oct 4, 2021 | 11 | Oct 19, 2021 | 28 |
| -9.19% | Apr 29, 2019 | 10 | May 13, 2019 | 16 | Jun 5, 2019 | 26 |
| -9.15% | Jan 11, 2006 | 3 | Jan 17, 2006 | 21 | Feb 15, 2006 | 24 |
| -8.94% | Jan 7, 2021 | 5 | Jan 14, 2021 | 5 | Jan 22, 2021 | 10 |
| -8.89% | Jul 8, 2005 | 9 | Jul 21, 2005 | 14 | Aug 10, 2005 | 23 |