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Morningstar, Inc. (MORN)

Equity · Currency in USD
Sector
Financial Services
Industry
Financial Data & Stock Exchanges
ISIN
US6177001095
CUSIP
617700109

MORNPrice Chart


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MORNPerformance

The chart shows the growth of $10,000 invested in Morningstar, Inc. on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $70,156 for a total return of roughly 601.56%. All prices are adjusted for splits and dividends.


MORN (Morningstar, Inc.)
Benchmark (S&P 500)

MORNReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M0.00%0.00%
6M0.00%0.00%
YTD-9.49%-1.87%
1Y12.93%4.60%
5Y36.54%15.30%
10Y19.69%13.48%

MORNMonthly Returns Heatmap


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MORNSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Morningstar, Inc. Sharpe ratio is 1.73. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


MORN (Morningstar, Inc.)
Benchmark (S&P 500)

MORNDividends

Morningstar, Inc. granted a 0.57% dividend yield in the last twelve months, as of Jan 8, 2022. The annual payout for that period amounted to $1.76 per share.


PeriodTTM202120202019201820172016201520142013201220112010
Dividend$1.76$0.95$1.52$1.12$1.00$0.92$0.88$0.76$0.68$0.38$0.53$0.15$0.05

Dividend yield

0.57%0.28%0.66%0.75%0.93%0.98%1.25%1.00%1.12%0.52%0.91%0.28%0.10%

MORNDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


MORN (Morningstar, Inc.)
Benchmark (S&P 500)

MORNWorst Drawdowns

The table below shows the maximum drawdowns of the Morningstar, Inc.. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Morningstar, Inc. is 35.42%, recorded on Mar 20, 2020. It took 91 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-35.42%Feb 20, 202022Mar 20, 202091Jul 30, 2020113
-26.97%Nov 25, 2013224Oct 15, 2014194Jul 24, 2015418
-25.71%Sep 4, 201878Dec 24, 201882Apr 24, 2019160
-23.03%Apr 4, 2016153Nov 7, 2016244Oct 26, 2017397
-20.77%Apr 26, 201095Sep 8, 201060Dec 2, 2010155
-17.79%Jul 8, 201122Aug 8, 2011290Oct 1, 2012312
-12.9%Apr 30, 202126Jun 7, 202141Aug 4, 202167
-12.53%Aug 6, 2015131Feb 11, 201630Mar 28, 2016161
-11.85%Feb 17, 20217Feb 25, 202141Apr 26, 202148
-11.83%Jan 14, 201030Feb 26, 201038Apr 22, 201068

MORNVolatility Chart

Current Morningstar, Inc. volatility is 24.85%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


MORN (Morningstar, Inc.)
Benchmark (S&P 500)

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