Morningstar Inc. trailing returns
Morningstar Inc.'s 10-year return is +11.7% a year (CAGR) (+202.6% cumulative). How Morningstar Inc. (MORN) has performed over the last day, week, month and year, over 5, 10 and 20 years, and since inception, through October 20, 2026 — price return and dividends side by side, with the worst drop inside each window.
Trailing returns by period#
To 2026-10-20. Price return + dividends = total return. Per year (CAGR) for windows of a year or more, with the cumulative total return beneath. Worst drop: the deepest fall in the price from a high inside the window, and when it bottomed.
| Period | Price | DivsDividends | Total | Worst drop |
|---|---|---|---|---|
| 1 day | +3.0% | +0.0% | +3.0% | — |
| 5 days | +3.6% | +0.0% | +3.6% | -1.7%Oct 19 |
| 1 month | +3.9% | +0.3% | +4.2% | -9.9%Oct 2 |
| YTD | -2.6% | +1.1% | -1.5% | -35.5%Jun 25 |
| 1 year | -3.0% | +1.1% | -1.9% | -36.0%Jun 2026 |
| 5 years | -5.7% | +0.7% | -5.1%-22.9% | -60.5%Jun 2026 |
| 10 years | +10.8% | +0.9% | +11.7%+202.6% | -60.5%Jun 2026 |
| 20 years | +8.5% | +0.7% | +9.1%+474.3% | -67.9%Nov 2008 |
| Since inception (2005) | +11.6% | +0.6% | +12.3%+1095.0% | -67.9%Nov 2008 |
Growth of MORN#
Actual level with dividends reinvested (solid); dashed lines are each window's constant-rate path from start to today.
- 5 years-5.1%/year · -22.9%
- 10 years+11.7%/year · +202.6%
- 20 years+9.1%/year · +474.3%
Methodology#
Trailing returns measure from the closest close about N years before the latest close (2026-10-20). Cumulative return is the total change over the window; annualized return is the compound annual growth rate (CAGR), shown for windows of a year or more. Price return is the change in MORN's closing price; total return reinvests dividends (from its split- and dividend-adjusted closes); the dividends column is the difference between the two. The worst drop is the largest fall in the closing price from a high to a later low inside the window, the way a drawdown is usually quoted. See the year-by-year returns for the calendar breakdown. Past performance does not predict future returns; not investment advice.
FAQ#
- What is Morningstar Inc.'s 10-year return?
- Over the last 10 years, Morningstar Inc. (MORN) returned about +11.7% a year annualized (+202.6% cumulative total return).
- What is Morningstar Inc.'s 20-year annualized return?
- Over the last 20 years, Morningstar Inc. (MORN) compounded at about +9.1% a year (+474.3% cumulative).
- What is Morningstar Inc.'s return since inception?
- Since 2005, Morningstar Inc. (MORN) has compounded at about +12.3% a year — +1095.0% in total.