Performance analysis of Morgan Stanley (MS)
Annual Return
Over the past 3 years, MS has had an average annual return of +35.26%, outperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, MS has had an average annual return of +20.95%, outperforming the benchmark SPY, which returned +12.78% annual.
Over the past 10 years, MS has had an average annual return of +25.48%, outperforming the benchmark SPY, which returned +14.91% annual.
Since Nov 1, 1999, MS has had an average annual return of +8.02%, underperforming the benchmark SPY, which returned +8.46% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +20.11% | +45.18% | +39.72% | +13.91% | -10.40% | +46.60% | +38.06% | +32.65% | -22.77% | +26.62% | +36.05% | -16.75% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +25.09% | +65.32% | +27.56% | -43.92% | -7.40% | +87.96% | -68.75% | -20.61% | +45.93% | +4.28% | -2.24% | +47.91% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -27.17% | -28.28% | +12.15% | +29.05% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.53% | -8.91% | -1.17% | +16.42% | +9.14% | +0.50% | +0.92% | +20.11% | |||||
| 2025 | +10.85% | -3.84% | -12.35% | -0.28% | +10.92% | +10.02% | +1.85% | +5.63% | +5.64% | +3.80% | +3.45% | +4.64% | +45.18% |
| 2024 | -5.54% | -1.38% | +9.44% | -2.63% | +7.71% | -0.66% | +7.14% | +0.39% | +0.61% | +12.41% | +13.21% | -4.48% | +39.72% |
| 2023 | +15.40% | -0.85% | -9.01% | +3.35% | -9.13% | +4.45% | +8.21% | -7.00% | -4.09% | -12.24% | +12.03% | +17.53% | +13.91% |
| 2022 | +5.18% | -11.51% | -3.68% | -7.02% | +6.89% | -11.70% | +11.87% | +1.09% | -7.28% | +4.98% | +13.27% | -8.65% | -10.40% |
| 2021 | -1.67% | +14.64% | +1.02% | +6.74% | +10.18% | +0.81% | +5.44% | +8.80% | -6.82% | +6.34% | -7.74% | +3.52% | +46.60% |
| 2020 | +2.90% | -13.83% | -24.50% | +16.96% | +12.10% | +9.28% | +1.92% | +6.92% | -7.48% | +0.31% | +28.41% | +10.84% | +38.06% |
| 2019 | +7.43% | -0.76% | +0.53% | +15.04% | -15.66% | +7.66% | +2.51% | -6.89% | +2.85% | +8.74% | +7.44% | +3.32% | +32.65% |
| 2018 | +8.26% | -0.94% | -3.68% | -3.88% | -2.87% | -5.46% | +7.30% | -3.42% | -4.63% | -1.29% | -2.78% | -10.68% | -22.77% |
| 2017 | +1.03% | +7.48% | -6.20% | +1.71% | -3.75% | +6.75% | +5.81% | -2.98% | +5.86% | +4.32% | +3.22% | +1.67% | +26.62% |
Drawdown analysis of Morgan Stanley (MS)
The maximum drawdown for the MS was -88.12%, occurring on Nov 20, 2008. Recovery took 3023 trading sessions.
The current MS drawdown is -7.70%.
Since Nov 1, 1999 MS has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 3 times
- 20% or more: 4 times
- 10% or more: 11 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -88.12% | Sep 11, 2000 | 2061 | Nov 20, 2008 | 3023 | Nov 24, 2020 | 5084 |
| -33.36% | Mar 24, 2000 | 44 | May 26, 2000 | 31 | Jul 12, 2000 | 75 |
| -32.39% | Feb 9, 2022 | 89 | Jun 17, 2022 | 479 | May 15, 2024 | 568 |
| -29.24% | Feb 6, 2025 | 40 | Apr 4, 2025 | 57 | Jun 27, 2025 | 97 |
| -18.83% | Jan 15, 2026 | 38 | Mar 12, 2026 | 23 | Apr 15, 2026 | 61 |
| -15.63% | Dec 31, 1999 | 3 | Jan 5, 2000 | 38 | Mar 1, 2000 | 41 |
| -13.15% | Jul 17, 2024 | 13 | Aug 5, 2024 | 43 | Oct 4, 2024 | 56 |
| -11.87% | Jan 14, 2021 | 10 | Jan 29, 2021 | 15 | Feb 22, 2021 | 25 |
| -11.24% | Jan 11, 2022 | 4 | Jan 18, 2022 | 15 | Feb 8, 2022 | 19 |
| -10.74% | Nov 21, 2024 | 19 | Dec 19, 2024 | 17 | Jan 16, 2025 | 36 |
| -10.50% | Jun 4, 2021 | 10 | Jun 18, 2021 | 22 | Jul 21, 2021 | 32 |
| -9.95% | Mar 10, 2000 | 3 | Mar 15, 2000 | 2 | Mar 17, 2000 | 5 |
| -9.47% | Aug 27, 2021 | 65 | Nov 30, 2021 | 29 | Jan 11, 2022 | 94 |
| -8.44% | Jul 13, 2000 | 4 | Jul 19, 2000 | 12 | Aug 4, 2000 | 16 |
| -8.36% | Mar 12, 2021 | 26 | Apr 20, 2021 | 11 | May 5, 2021 | 37 |
| -8.05% | Nov 16, 1999 | 8 | Nov 29, 1999 | 4 | Dec 3, 1999 | 12 |
| -7.95% | Jun 22, 2026 | 6 | Jun 30, 2026 | 9 | Jul 14, 2026 | 15 |
| -7.70% | Jul 15, 2026 | 3 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |
| -7.06% | Dec 10, 1999 | 4 | Dec 16, 1999 | 8 | Dec 29, 1999 | 12 |
| -6.92% | Nov 12, 2025 | 7 | Nov 21, 2025 | 7 | Dec 3, 2025 | 14 |
| -6.22% | May 21, 2024 | 16 | Jun 13, 2024 | 16 | Jul 9, 2024 | 32 |
| -5.77% | Sep 29, 2025 | 9 | Oct 10, 2025 | 3 | Oct 15, 2025 | 12 |
| -5.34% | Aug 14, 2000 | 2 | Aug 16, 2000 | 9 | Aug 29, 2000 | 11 |
| -5.32% | Jun 4, 2026 | 4 | Jun 10, 2026 | 4 | Jun 16, 2026 | 8 |
| -4.85% | Nov 5, 1999 | 3 | Nov 10, 1999 | 2 | Nov 12, 1999 | 5 |