MORN
$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
Morningstar Inc. total returns by year (including dividends)
As of market close, Oct 20, 2026
Morningstar Inc. total returns by year (2006–2026)#
Calendar-year returns with each year's path and its dividend contribution (dividend return = total minus price return). Every year has a direct link you can bookmark or share.
| Year | Start price | End price | Path | Dividend | Total return |
|---|---|---|---|---|---|
| 2026YTD | $217.31 | $211.76 | 1.1% | -1.5% | |
| 2025 | $336.76 | $217.31 | 0.4% | -35.1% | |
| 2024 | $286.24 | $336.76 | 0.6% | +18.3% | |
| 2023 | $216.59 | $286.24 | 0.9% | +33.1% | |
| 2022 | $341.99 | $216.59 | 0.4% | -36.3% | |
| 2021 | $231.57 | $341.99 | 0.6% | +48.2% | |
| 2020 | $151.31 | $231.57 | 1.5% | +54.5% | |
| 2019 | $109.84 | $151.31 | 1.2% | +38.9% | |
| 2018 | $96.97 | $109.84 | 1.1% | +14.3% | |
| 2017 | $73.56 | $96.97 | 1.6% | +33.4% | |
| 2016 | $80.41 | $73.56 | 1.0% | -7.5% | |
| 2015 | $64.71 | $80.41 | 1.3% | +25.6% | |
| 2014 | $78.09 | $64.71 | 0.8% | -16.3% | |
| 2013 | $62.83 | $78.09 | 0.6% | +24.9% | |
| 2012 | $59.45 | $62.83 | 0.7% | +6.4% | |
| 2011 | $53.08 | $59.45 | 0.3% | +12.3% | |
| 2010 | $48.34 | $53.08 | 0.0% | +9.8% | |
| 2009 | $35.50 | $48.34 | 0.0% | +36.2% | |
| 2008 | $77.75 | $35.50 | 0.0% | -54.3% | |
| 2007 | $45.05 | $77.75 | 0.0% | +72.6% | |
| 2006 | $34.64 | $45.05 | 0.0% | +30.1% |
- Annualized
- +11.8%
- 2006–2026
- Average year
- +15.5%
- 20 full years
- Best year
- +72.6%
- 2007
- Worst year
- -54.3%
- 2008
- Positive years
- 15/20
- 75% up
Annualized (CAGR)
+11.8%
2006–2026
Average year
+15.5%
20 full years
Best year
+72.6%
2007
Worst year
-54.3%
2008
Positive years
15/20
75% up
Total return by period#
Annual
-60%-40%-20%0%20%40%60%
2006+30%'06
2007+73%
2008-54%'08
2009+36%
2010+9.8%'10
2011+12%
2012+6.4%'12
2013+25%
2014-16%'14
2015+26%
2016-7.5%'16
2017+33%
2018+14%'18
2019+39%
2020+55%'20
2021+48%
2022-36%'22
2023+33%
2024+18%'24
2025-35%
2026-1.5%'26
Methodology#
Total returns, dividends reinvested, measured on MORN. Annualized return is the compound annual growth rate; the current year is year-to-date. Past performance does not predict future returns.
FAQ#
- What is Morningstar Inc.'s average annual return?
- Since 2006, Morningstar Inc. (MORN) has returned about 11.8% a year (the compound annual growth rate) and an average calendar-year return of 15.5%.
- What were Morningstar Inc.'s best and worst years?
- Over 2006–2026, the best year was 2007 (+72.6%) and the worst was 2008 (-54.3%).
- How often is Morningstar Inc. up in a year?
- 15 of the 20 full years since 2006 were positive — about 75% of the time.
More on Morningstar Inc.
Annual returns for: S&P 500 · S&P 500 Equal Weight · US Stock Market · Nasdaq-100