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MS return calculator

Your investment#

How much
$
All at once, on the start date
Pick start & end dates10 years
Key datesStart at a well-known dateRecentMarket topsMarket bottomsEvents
Bought at that day's close
Key datesEnd at a well-known dateMarket topsMarket bottomsEvents
Latest close, Oct 20, 2026

Or drag the slider to set start and end dates

1993 to today, log scale
2008 crisisCovid
19952005Oct 2016Today
Options

Result#

$1,000Oct 20, 2016$7,265Oct 20, 20267.3× 

$1,000 invested in MS on October 20, 2016 was worth $7,265 on October 20, 2026, with dividends reinvested.

That’s 21.9% a year compounded (CAGR) over 10 years: 7.3 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: MS beat both the S&P 500 and the Nasdaq-100.

Price only$5,483if dividends were spent
Biggest fall−51.3%Jan 17 to Mar 23, 2020
At a flat 5% a year$1,629a savings account's rate
Gain$6,265on $1,000 put in

How this period ranks#

Better than 93% of all 285 periods of 10 years since 1993.

Your dates
−60%0%120%
Worst: −12.1% a year, Aug 2000 to Aug 2010Best: 26.7% a year, Jun 2016 to Jun 2026
One scale for every length, so longer periods bunch up. Point at a bar.

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

Your $1,000$Your buySame plan in the S&P 500The highA low
Lowest value$918 · Mar 2020Highest value$9,153 · Jul 2026$
$0$2,000$4,000$6,000$7,265
20182020202220242026

How far MS was below its previous high. The biggest fall: −51.3% from Jan 17, 2020 to Mar 23, 2020, back to the high by Nov 9, 2020.

−51.3% from its high
high−51%

Your one buy. $1,000 on October 20, 2016, worth $7,265 on October 20, 2026. Pick Monthly or Yearly to see a plan's buys.

7.3×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$20k
1995200020052010201520202025

$1,000 invested in MS, by year#

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

StartedWorth Oct 20, 2026MultipleA year (CAGR)
2017$5,5195.5×19.1%
2018$4,4654.5×18.5%
2019$5,6445.6×24.8%
2020$4,2584.3×23.8%
2021$3,1483.1×21.9%
2022$2,0972.1×16.7%
2023$2,3682.4×25.5%
2024$2,0812.1×29.9%
2025$1,5111.5×25.8%
2026$1,0081.0×—

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. MS data begins February 23, 1993; 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 MS chart and fundamentals on the MS quote page or the S&P 500 return calculator.

FAQ#

How much would $1,000 invested in MS be worth today?
$1,000 invested in MS on October 20, 2016 would be worth $7,265 on October 20, 2026, with dividends reinvested — 21.9% a year compounded (CAGR).
How far back does the MS calculator go?
MS data begins February 23, 1993, with a close every session. Pick any start and end date in that span — 33 years, 8 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.