PortfoliosLab logo

Morgan Stanley

MS
Equity · Currency in USD
ISIN
US6174464486
CUSIP
617446448
Sector
Financial Services
Industry
Capital Markets

MSPrice Chart


Click Calculate to get results
S&P 500

MSPerformance

The chart shows the growth of $10,000 invested in Morgan Stanley on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $34,519 for a total return of roughly 245.19%. All prices are adjusted for splits and dividends.


MS (Morgan Stanley)
Benchmark (S&P 500)

MSReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M9.11%
YTD29.18%
6M58.79%
1Y125.47%
5Y30.58%
10Y15.95%

MSMonthly Returns Heatmap


Click Calculate to get results

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 3.69. A Sharpe ratio of 3.0 or higher is considered excellent.

The chart below displays rolling 12-month Sharpe Ratio.


MS (Morgan Stanley)
Benchmark (S&P 500)

MSDividends

Morgan Stanley granted a 1.60% dividend yield in the last twelve months, as of May 9, 2021. The annual payout for that period amounted to $1.40 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$1.40$1.40$1.30$1.10$0.90$0.70$0.55$0.35$0.20$0.20$0.20$0.20
Dividend yield
1.60%2.04%2.54%2.77%1.72%1.66%1.73%0.90%0.64%1.05%1.32%0.74%

MSDrawdowns Chart

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


MS (Morgan Stanley)
Benchmark (S&P 500)

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 406 trading sessions for the portfolio to recover.


Depth
Start
To Bottom
Bottom
To Recover
End
Total
-61.62%Jan 8, 2010606Jun 4, 2012406Jan 15, 20141012
-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
-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
-9.96%Sep 19, 201420Oct 16, 201433Dec 3, 201453
-9.85%Feb 2, 20185Feb 8, 201820Mar 9, 201825

MSVolatility Chart

Current Morgan Stanley volatility is 19.40%. 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.


MS (Morgan Stanley)
Benchmark (S&P 500)

Portfolios with Morgan Stanley


Loading data...

More Tools for Morgan Stanley