Morningstar (MORN) Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in Morningstar (MORN) ten years ago, at the end of Oct 2016, was worth $34,644 at the end of Oct 2026 with every dividend reinvested: 13.2% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $33,011 reinvested (6.5% a year), or $31,440 taking the dividends as cash, $2,348 of it paid out along the way.
MORN became
$33,011
S&P 500: $72,756
Return a year
6.5%
S&P 500: 11.1%
Payouts reinvested
$2,544
bought more shares
Worst drop
-64.1%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | MORN total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +5.2% | $313 | +11.7% |
| 2025 | −35.1% | $251 | +17.7% |
| 2024 | +18.3% | $236 | +24.9% |
| 2023 | +33.1% | $228 | +26.2% |
| 2022 | −36.3% | $207 | −18.2% |
| 2021 | +48.2% | $148 | +28.7% |
| 2020 | +54.5% | $241 | +18.3% |
| 2019 | +38.9% | $171 | +31.2% |
| 2018 | +14.3% | $149 | −4.6% |
| 2017 | +33.4% | $129 | +21.7% |
| 2016 | −7.5% | $116 | +12.0% |
| 2015 | +25.6% | $108 | +1.2% |
| 2014 | −16.4% | $90 | +13.5% |
| 2013 | +24.9% | $52 | +32.3% |
| 2012 | +6.6% | $68 | +16.0% |
| 2011 | +12.3% | $21 | +1.9% |
| 2010 | +9.9% | $9 | +15.1% |
| 2009 | +36.2% | $4 | +26.4% |
| 2008 | −54.3% | $3 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: MORN total return
Data as of · Source: SmarterDividends data
- $10,000 invested in Morningstar (MORN) at the end of Dec 2007, with dividends reinvested, was worth $33,011 at the end of Oct 2026: 6.5% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, MORN turned $10,000 into $34,644 with dividends reinvested, 13.2% a year.
- Over the 5 years to Oct 2026, MORN returned -5.8% a year with dividends reinvested (S&P 500: 12.0%).
- Taking MORN's dividends as cash instead of reinvesting them, the same $10,000 ended at $31,440, including $2,348 of cash received; reinvesting added $1,570.
- MORN's best calendar year in that time was 2020 (54.5%) and its worst 2008 (-54.3%), with dividends reinvested.
Cite this page
SmarterDividends, "Morningstar (MORN) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/MORN/total-return
MORN total return questions
If I invested $10,000 in MORN 10 years ago, how much would I have?
About $34,644 at the end of Oct 2026, with every dividend reinvested: 13.2% a year. Taking them as cash, you'd have shares worth $32,025 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is MORN's total return since Dec 2007?
230% in total, or 6.5% a year, through Oct 2026 with dividends reinvested. The share price alone rose 191%.
How much of MORN's return came from dividends?
About 11% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $1,570 better off on a $10,000 start.
What was MORN's worst year?
2008, at -54.3% with dividends reinvested (S&P 500: -36.8%). Its deepest fall from a peak, on month-end values, was -64.1%.
How is total return calculated here?
From month-end prices: the adjusted price counts every dividend reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.