How much would $1,000 invested in MORN be worth today?

$1,000 invested in MORN on October 20, 2016 would be worth $3,026 on October 20, 2026, with dividends reinvested — 11.7% a year compounded (CAGR).

How far back does the MORN calculator go?

MORN data begins May 3, 2005, with a close every session. Pick any start and end date in that span — 21 years, 6 months of history.

Does this include dividends?

Yes. The default "dividends reinvested" view uses split- and dividend-adjusted closing prices — a standard total-return approximation that excludes taxes and fees. A price-only view (split-adjusted, no dividends) is also available.

If You Invested $1,000 in Morningstar (MORN): What It Would Be Worth Today

MORN

$211.76+2.97%

as of close, Oct 20, 2026

☾ AH $211.76 +2.97%

Morningstar Inc.Stock · FinancialsNasdaq Composite · 0.01% of ONEQRussell 3000 · 0.005% of IWVRussell 1000 · 0.004% of IWBUS Stock Market · 0.004% of VTI

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Your investment#

How much

All at once, on the start date

Pick start & end dates10 years

Start

Key dates

Start at a well-known dateRecentMarket topsMarket bottomsEvents

Bought at that day's close

End

Key dates

End at a well-known dateMarket topsMarket bottomsEvents

Latest close, Oct 20, 2026

Or drag the slider to set start and end dates

2005 to today, log scale

2008 crisisCovid

20102020Oct 2016Today

Options

Result#

$1,000Oct 20, 2016$3,026Oct 20, 20263.0×your money

$1,000 invested in MORN on October 20, 2016 was worth $3,026 on October 20, 2026, with dividends reinvested.

That’s 11.7% a year compounded (CAGR) over 10 years: 3.0 times your money.

Over the same dates the same $1,000 would be worth $4,210 in the S&P 500 and $6,533 in the Nasdaq-100: MORN trailed both the S&P 500 and the Nasdaq-100.

Price only$2,797if dividends were spent

Biggest fall−60.0%Dec 12, 2024 to Jun 25, 2026

At a flat 5% a year$1,629a savings account's rate

Gain$2,026on $1,000 put in

How this period ranks#

Better than 39% of all 138 periods of 10 years since 2005.

Your dates

−60%0%90%

Worst: 1.8% a year, Nov 2007 to Nov 2017Best: 20.1% a year, Dec 2011 to Dec 2021

One scale for every length, so longer periods bunch up. Point at a bar.

Growth of $1,000 in MORN, October 20, 2016 to October 20, 2026#

Your $1,000$Your buySame plan in the S&P 500The highA low

Highest value$5,039 · Dec 2024$2,016 · Jun 2026$2,394 · Apr 2023$1,459 · Mar 2020$1,423 · Dec 2018$

$0$1,000$2,000$4,000$5,000$3,026

20182020202220242026

How far MORN was below its previous high. The biggest fall: −60.0% from Dec 12, 2024 to Jun 25, 2026, not back to the high by the end date.

−60.0% from its high−49.9% from its high−35.4% from its high−25.7% from its high

high−60%

Your one buy. $1,000 on October 20, 2016, worth $3,026 on October 20, 2026. Pick Monthly or Yearly to see a plan's buys.

3.0×paid

What $1,000 would be worth on October 20, 2026, by start date#

Each point is the same amount invested that day and held to October 20, 2026, dividends reinvested. Above the line it made money.

Your start

$1,000$2,000$5,000$10k

2010201520202025

$1,000 invested in MORN, by year#

Started on each year's first close and held to Oct 20, 2026, dividends reinvested.

Started	Worth Oct 20, 2026	Multiple	A year (CAGR)	Same in the Nasdaq-100
2017	$3,088	3.1×	12.2%	$6,414
2018	$2,336	2.3×	10.1%	$4,794
2019	$2,065	2.1×	9.7%	$4,865
2020	$1,467	1.5×	5.8%	$3,457
2021	$951	0.95×	−0.9%	$2,399
2022	$653	0.65×	−8.5%	$1,838
2023	$1,000	1.0×	0.0%	$2,772
2024	$780	0.78×	−8.5%	$1,808
2025	$648	0.65×	−21.4%	$1,418
2026	$1,015	1.0×	—	$1,174

Methodology#

A buy is made at the start date's close, or the next session's when the market was closed that day, and valued at the end date's close; a monthly or yearly plan buys on the same day of each month or year. "Dividends reinvested" uses split- and dividend-adjusted closes (a standard total-return approximation; taxes and fees excluded). "Price-only" uses split-adjusted closes. MORN data begins May 3, 2005; values as of October 20, 2026 and refresh daily. The ranking compares month-end to month-end periods. Past performance does not predict future returns; not investment advice.

See the live MORN chart and fundamentals on the MORN quote page or the S&P 500 return calculator.

FAQ#

How much would $1,000 invested in MORN be worth today?: $1,000 invested in MORN on October 20, 2016 would be worth $3,026 on October 20, 2026, with dividends reinvested — 11.7% a year compounded (CAGR).
How far back does the MORN calculator go?: MORN data begins May 3, 2005, with a close every session. Pick any start and end date in that span — 21 years, 6 months of history.
Does this include dividends?: Yes. The default "dividends reinvested" view uses split- and dividend-adjusted closing prices — a standard total-return approximation that excludes taxes and fees. A price-only view (split-adjusted, no dividends) is also available.

MORN return calculator