If you'd invested in Morningstar, Inc. (MORN): performance and returns
Looking for Morningstar, Inc.'s share price history and how much the stock has returned? Here's its year-by-year performance and what $1,000 invested at different dates would be worth today.
💰 Calculator: how much would Morningstar, Inc. have returned?
This calculator shows how much Morningstar, Inc. stock would have returned based on the amount invested and the starting year. Pick a sum and a year and you'll instantly see what it would be worth today and the total gain. Real prices, excluding dividends.
If I'd invested $1,000 in Morningstar, Inc.
| Investment | Worth today | Gain |
|---|---|---|
| 1 years ago | $463 | -54% |
| 3 years ago | $720 | -28% |
| 5 years ago | $674 | -33% |
| 10 years ago | $1,940 | +94% |
| since inception (2005) | $5,542 | +454% |
Return by year (Morningstar, Inc.)
| Year | Return | $1,000 invested at year start |
|---|---|---|
| 2026 (YTD) | -28% | $718 (-28%) |
| 2025 | -35% | $463 (-54%) |
| 2024 | +18% | $545 (-45%) |
| 2023 | +32% | $720 (-28%) |
| 2022 | -37% | $456 (-54%) |
| 2021 | +48% | $674 (-33%) |
| 2020 | +53% | $1,031 (+3%) |
| 2019 | +38% | $1,420 (+42%) |
| 2018 | +13% | $1,609 (+61%) |
| 2017 | +32% | $2,121 (+112%) |
| 2016 | -9% | $1,940 (+94%) |
Frequently asked questions
How much does MORN return?
$1,000 invested in Morningstar, Inc. 10 years ago would be worth $1,940 today, i.e. +7%/yr on average (price, excluding dividends).
What was MORN's best/worst year?
Best year: 2020 (+53%). Worst year: 2022 (-37%). Year-by-year detail is above.
How much would $1,000 invested in MORN since inception be worth?
Since 2005, $1,000 would have become $5,542 (+454%). Past performance is not a guarantee.
Do Morningstar, Inc.'s returns include dividends?
No — these returns are price-only. If Morningstar, Inc. pays a dividend, its total return would be somewhat higher — see its dividend page.
What is Morningstar, Inc.'s average annual return (ROI)?
Morningstar, Inc.'s return on investment is about +7%/yr over 10 years (price, excluding dividends), versus the S&P 500's ~10%/yr over the long run.