Financial Stocks: Compare Returns of S&P 500 to Morningstar, Inc. (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 | Jan-01-2015 | Jan-30-2015 |
| Start Price | $2,736.83 | $61.44 |
| End Date | Jan-01-2025 | Jan-17-2025 |
| End Price | $5,868.55 | $327.17 |
| Number Monthly Prices | 121 | 121 |
| Min Date | Feb-01-2016 | Jan-30-2015 |
| Min Price | $2,532.94 | $61.44 |
| Max Date | Dec-01-2024 | Nov-29-2024 |
| Max Price | $6,010.09 | $353.67 |
| Total Return | 114.43% | 432.49% |
| Annualized Return | 7.86% | 18.04% |
| Current Value of $1,000 Purchase | $2,144 | $5,325 |
| Number Returns | 7,260 | 7,260 |
| Average Return | 32.11% | 104.35% |
| Minimum Return | -25.54% | -47.38% |
| Maximum Return | 137.28% | 475.61% |
| Number Profitable Returns | 6,544 | 6,528 |
| Percent Profitable Returns | 90.14% | 89.92% |
| Number Unprofitable Returns | 716 | 732 |
| Percent Unprofitable Returns | 9.86% | 10.08% |
| Profitable to Unprofitable Returns Ratio | 9.14 | 8.92 |
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