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 | Dec-01-2014 | Dec-31-2014 |
| Start Price | $2,727.44 | $59.61 |
| End Date | Dec-01-2024 | Dec-05-2024 |
| End Price | $6,047.16 | $357.07 |
| Number Monthly Prices | 121 | 121 |
| Min Date | Feb-01-2016 | Dec-31-2014 |
| Min Price | $2,503.97 | $59.61 |
| Max Date | Dec-01-2024 | Dec-05-2024 |
| Max Price | $6,047.16 | $357.07 |
| Total Return | 121.72% | 499.03% |
| Annualized Return | 8.22% | 19.43% |
| Current Value of $1,000 Purchase | $2,217 | $5,990 |
| Number Returns | 7,260 | 7,260 |
| Average Return | 31.84% | 105.01% |
| Minimum Return | -25.54% | -47.38% |
| Maximum Return | 141.50% | 499.03% |
| Number Profitable Returns | 6,531 | 6,533 |
| Percent Profitable Returns | 89.96% | 89.99% |
| Number Unprofitable Returns | 729 | 727 |
| Percent Unprofitable Returns | 10.04% | 10.01% |
| Profitable to Unprofitable Returns Ratio | 8.96 | 8.99 |
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