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Morgan Stanley (MS)

Equity · Currency in USD · Last updated Aug 11, 2022

Company Info

ISINUS6174464486
CUSIP617446448
SectorFinancial Services
IndustryCapital Markets

Trading Data

Previous Close$88.89
Year Range$72.22 - $106.79
EMA (50)$81.29
EMA (200)$85.01
Average Volume$7.88M
Market Capitalization$148.23B

MSShare Price Chart


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MSPerformance

The chart shows the growth of $10,000 invested in Morgan Stanley in Jan 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $38,971 for a total return of roughly 289.71%. All prices are adjusted for splits and dividends.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%5.00%MarchAprilMayJuneJulyAugust
-13.45%
-4.72%
MS (Morgan Stanley)
Benchmark (^GSPC)

MSReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M16.95%7.97%
6M-14.90%-6.88%
YTD-7.16%-11.66%
1Y-8.91%-5.01%
5Y18.67%11.56%
10Y23.21%11.61%

MSMonthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20225.19%-11.51%-3.68%-7.00%6.89%-11.70%11.88%5.44%
2021-1.66%14.65%1.03%6.75%10.18%0.81%5.45%8.80%-6.82%6.35%-7.74%3.52%
20202.90%-13.83%-24.49%16.99%12.10%9.28%1.91%6.91%-7.48%0.32%28.41%18.72%
20197.44%-0.76%0.52%15.06%-15.67%7.67%2.51%-6.89%2.84%8.73%7.45%3.31%
20188.25%-0.94%-3.68%-3.88%-2.87%-5.46%7.30%-3.42%-4.63%-1.28%-2.78%-10.68%
20171.03%7.48%-6.20%1.70%-3.76%6.76%5.81%-2.99%5.87%4.31%3.22%1.67%
2016-18.16%-4.56%1.26%8.79%1.15%-5.08%11.35%11.59%0.00%5.34%23.21%2.15%
2015-12.61%5.86%-0.28%4.96%2.39%1.54%0.51%-11.30%-8.56%5.16%4.03%-7.26%
2014-5.74%4.37%1.20%-0.44%-0.23%4.76%0.33%6.09%0.76%1.39%0.66%10.29%
201319.51%-1.10%-2.53%1.01%16.93%-5.68%11.58%-5.33%4.62%6.79%8.95%0.19%
201223.60%-0.59%5.93%-11.76%-22.69%9.21%-6.01%9.81%11.60%4.13%-2.93%13.34%
20118.23%0.95%-7.95%-4.10%-7.61%-4.76%-3.10%-21.35%-22.80%30.96%-16.16%2.30%
2010-13.20%5.23%3.94%3.35%-10.29%-14.39%16.50%-8.52%-0.04%0.98%-1.65%11.24%

MSSharpe 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 Morgan Stanley Sharpe ratio is -0.33. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


-0.500.000.501.001.50MarchAprilMayJuneJulyAugust
-0.33
-0.25
MS (Morgan Stanley)
Benchmark (^GSPC)

MSDividend History

Morgan Stanley granted a 3.23% dividend yield in the last twelve months. The annual payout for that period amounted to $2.88 per share.


PeriodTTM202120202019201820172016201520142013201220112010
Dividend$2.88$2.10$5.65$1.30$1.10$0.90$0.70$0.55$0.35$0.20$0.20$0.20$0.20

Dividend yield

3.23%2.19%8.65%2.95%3.31%2.09%2.06%2.20%1.17%0.83%1.38%1.76%0.99%

MSDrawdowns Chart

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


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2022FebruaryMarchAprilMayJuneJulyAugust
-16.76%
-12.22%
MS (Morgan Stanley)
Benchmark (^GSPC)

MSWorst Drawdowns

The table below shows the maximum drawdowns of the Morgan Stanley. 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 Morgan Stanley is 61.62%, recorded on Jun 4, 2012. It took 407 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-61.62%Jan 8, 2010606Jun 4, 2012407Jan 15, 20141013
-51.33%Jan 21, 202044Mar 23, 2020161Nov 9, 2020205
-45.72%Jul 23, 2015141Feb 11, 2016192Nov 14, 2016333
-36.06%Mar 13, 2018199Dec 24, 2018267Jan 16, 2020466
-32.38%Feb 10, 202289Jun 17, 2022
-14.62%Jan 21, 201458Apr 11, 201470Jul 23, 2014128
-13.16%Dec 31, 201419Jan 28, 201587Jun 3, 2015106
-13.11%Mar 6, 201729Apr 13, 201766Jul 19, 201795
-11.87%Jan 15, 202110Jan 29, 202115Feb 22, 202125
-11.24%Jan 12, 20224Jan 18, 202215Feb 8, 202219

MSVolatility Chart

Current Morgan Stanley volatility is 18.18%. 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.


10.00%20.00%30.00%40.00%50.00%MarchAprilMayJuneJulyAugust
18.18%
16.23%
MS (Morgan Stanley)
Benchmark (^GSPC)