AI AltIndex Top Stocks Performance Guide: Compare Returns of S&P 500 and Morningstar (MORN)
Values are based on monthly closes adjusted for splits and dividends from Alpha Vantage.
| Compare Returns for S&P 500 and MORN | ||
|---|---|---|
| S&P 500 | MORN | |
| Start Date | Jul-01-2014 | Jul-31-2014 |
| Start Price | $2,581.86 | $62.38 |
| End Date | Jul-01-2024 | Jul-26-2024 |
| End Price | $5,475.09 | $326.31 |
| Number Monthly Prices | 121 | 121 |
| Min Date | Feb-01-2016 | Dec-31-2014 |
| Min Price | $2,503.97 | $59.68 |
| Max Date | Jul-01-2024 | Dec-31-2021 |
| Max Price | $5,475.09 | $336.27 |
| Total Return | 112.06% | 423.07% |
| Annualized Return | 7.74% | 17.83% |
| Current Value of $1,000 Purchase | $2,121 | $5,231 |
| Number Returns | 7,260 | 7,260 |
| Average Return | 30.55% | 103.83% |
| Minimum Return | -25.54% | -47.38% |
| Maximum Return | 118.66% | 463.41% |
| Number Profitable Returns | 6,509 | 6,522 |
| Percent Profitable Returns | 89.66% | 89.83% |
| Number Unprofitable Returns | 751 | 738 |
| Percent Unprofitable Returns | 10.34% | 10.17% |
| Profitable to Unprofitable Returns Ratio | 8.67 | 8.84 |
MORN Performance Table and Chart
MORN Dividend Chart
MORN Dollar-cost Average
MORN Trendline Chart
MORN Moving Average Chart
MORN Stock Return Map - See Patterns of Gains and Losses
MORN Stock Returns/Purchase Dates