Morgan Stanley (MS) Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in Morgan Stanley (MS) ten years ago, at the end of Oct 2016, was worth $72,731 at the end of Oct 2026 with every dividend reinvested: 21.9% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $52,823 reinvested (9.2% a year), or $40,175 taking the dividends as cash, $5,473 of it paid out along the way.
MS became
$52,823
S&P 500: $72,756
Return a year
9.2%
S&P 500: 11.1%
Payouts reinvested
$7,251
bought more shares
Worst drop
-72.9%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | MS total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +6.2% | $1,222 | +11.7% |
| 2025 | +45.2% | $1,064 | +17.7% |
| 2024 | +39.7% | $950 | +24.9% |
| 2023 | +13.9% | $845 | +26.2% |
| 2022 | −10.3% | $747 | −18.2% |
| 2021 | +46.6% | $513 | +28.7% |
| 2020 | +38.1% | $329 | +18.3% |
| 2019 | +32.7% | $303 | +31.2% |
| 2018 | −22.8% | $249 | −4.6% |
| 2017 | +26.6% | $194 | +21.7% |
| 2016 | +36.1% | $156 | +12.0% |
| 2015 | −16.7% | $120 | +1.2% |
| 2014 | +25.1% | $76 | +13.5% |
| 2013 | +65.3% | $45 | +32.3% |
| 2012 | +27.9% | $47 | +16.0% |
| 2011 | −43.9% | $44 | +1.9% |
| 2010 | −7.4% | $47 | +15.1% |
| 2009 | +88.3% | $93 | +26.4% |
| 2008 | −68.8% | $207 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: MS total return
Data as of · Source: SmarterDividends data
- $10,000 invested in Morgan Stanley (MS) at the end of Dec 2007, with dividends reinvested, was worth $52,823 at the end of Oct 2026: 9.2% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, MS turned $10,000 into $72,731 with dividends reinvested, 21.9% a year.
- Over the 5 years to Oct 2026, MS returned 16.0% a year with dividends reinvested (S&P 500: 12.0%).
- Taking MS's dividends as cash instead of reinvesting them, the same $10,000 ended at $40,175, including $5,473 of cash received; reinvesting added $12,648.
- MS's best calendar year in that time was 2009 (88.3%) and its worst 2008 (-68.8%), with dividends reinvested.
Cite this page
SmarterDividends, "Morgan Stanley (MS) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/MS/total-return
MS total return questions
If I invested $10,000 in MS 10 years ago, how much would I have?
About $72,731 at the end of Oct 2026, with every dividend reinvested: 21.9% a year. Taking them as cash, you'd have shares worth $54,900 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is MS's total return since Dec 2007?
428% in total, or 9.2% a year, through Oct 2026 with dividends reinvested. The share price alone rose 247%.
How much of MS's return came from dividends?
About 26% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $12,648 better off on a $10,000 start.
What was MS's worst year?
2008, at -68.8% with dividends reinvested (S&P 500: -36.8%). Its deepest fall from a peak, on month-end values, was -72.9%.
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.