Morgan Stanley (MS) Historical Monthly & Quarterly Returns
Dividend-adjusted returns by month and quarter. Compare performance across years.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.5% | 8.9% | 1.2% | +13.7% | — | — | — | — | — | — | — | — |
| 2025 | +10.8% | 3.8% | 12.4% | 0.3% | +10.9% | +10.0% | +1.8% | +5.6% | +5.6% | +3.8% | +3.5% | +4.6% |
| 2024 | 5.5% | 1.4% | +9.4% | 2.6% | +7.7% | 0.7% | +7.1% | +0.4% | +0.6% | +12.4% | +13.2% | 4.5% |
| 2023 | +15.4% | 0.9% | 9.0% | +3.4% | 9.1% | +4.5% | +8.2% | 7.0% | 4.1% | 12.2% | +12.0% | +17.5% |
| 2022 | +5.2% | 11.5% | 3.7% | 7.0% | +6.9% | 11.7% | +11.9% | +1.1% | 7.3% | +5.0% | +13.3% | 8.6% |
| 2021 | 1.7% | +14.6% | +1.0% | +6.7% | +10.2% | +0.8% | +5.4% | +8.8% | 6.8% | +6.3% | 7.7% | +3.5% |
| 2020 | +2.9% | 13.8% | 24.5% | +17.0% | +12.1% | +9.3% | +1.9% | +6.9% | 7.5% | +0.3% | +28.4% | +10.8% |
| 2019 | +7.4% | 0.8% | +0.5% | +15.1% | 15.7% | +7.7% | +2.5% | 6.9% | +2.8% | +8.7% | +7.4% | +3.3% |
| 2018 | +8.3% | 0.9% | 3.7% | 3.9% | 2.9% | 5.5% | +7.3% | 3.4% | 4.6% | 1.3% | 2.8% | 10.7% |
| 2017 | +1.0% | +7.5% | 6.2% | +1.7% | 3.8% | +6.8% | +5.8% | 3.0% | +5.9% | +4.3% | +3.2% | +1.7% |
| 2016 | 18.1% | 4.6% | +1.3% | +8.8% | +1.1% | 5.1% | +11.3% | +11.6% | +0.0% | +5.4% | +23.2% | +2.1% |
| 2015 | 12.6% | +5.9% | 0.3% | +5.0% | +2.4% | +1.6% | +0.5% | 11.3% | 8.6% | +5.1% | +4.1% | 7.3% |
| 2014 | 5.7% | +4.4% | +1.2% | 0.4% | 0.2% | +4.8% | +0.3% | +6.1% | +0.8% | +1.4% | +0.7% | +10.3% |
| 2013 | +19.5% | 1.1% | 2.5% | +1.0% | +17.0% | 5.7% | +11.6% | 5.3% | +4.6% | +6.8% | +8.9% | +0.2% |
| 2012 | +23.6% | 0.6% | +5.9% | 11.8% | 22.7% | +9.2% | 6.1% | +9.8% | +11.6% | +3.8% | 2.9% | +13.4% |
| 2011 | +8.2% | +1.0% | 7.9% | 4.1% | 7.6% | 4.8% | 3.1% | 21.4% | 22.8% | +31.0% | 16.2% | +2.4% |
| 2010 | 9.4% | +5.2% | +4.0% | +3.3% | 10.3% | 14.4% | +16.5% | 8.6% | +0.0% | +1.0% | 1.7% | +11.3% |
| 2009 | +27.8% | 3.5% | +16.6% | +4.1% | +28.3% | 6.0% | +0.1% | +1.6% | +6.6% | +4.2% | 1.7% | 6.3% |
| 2008 | 6.6% | 14.6% | +8.5% | +6.9% | 9.0% | 18.4% | +10.2% | +3.4% | 43.7% | 23.0% | 15.6% | +8.8% |
| 2007 | +2.1% | 9.5% | +5.1% | +7.1% | +1.2% | 1.4% | 10.1% | 2.3% | +1.0% | +7.2% | 21.6% | +0.7% |
| 2006 | +8.9% | 2.9% | +5.3% | +2.8% | 7.3% | +6.0% | +5.7% | 1.1% | +10.8% | +5.3% | 0.4% | +6.9% |
| 2005 | +1.4% | +0.9% | +1.4% | 7.6% | 7.0% | +7.2% | +1.7% | 4.1% | +6.0% | +1.5% | +3.0% | +1.2% |
| 2004 | +1.1% | +2.7% | 4.1% | 9.8% | +4.1% | 1.4% | 6.0% | +2.8% | 2.8% | +4.3% | 0.7% | +9.4% |
| 2003 | 4.4% | 2.8% | +4.1% | +17.5% | +2.2% | 6.6% | +11.6% | +2.8% | +3.4% | +9.3% | +0.7% | +4.7% |
| 2002 | 1.2% | 10.7% | +16.7% | 16.3% | 4.7% | 5.3% | 5.7% | +5.8% | 20.7% | +15.8% | +16.2% | 11.8% |
| 2001 | +7.4% | 23.2% | 17.8% | +18.0% | +3.5% | 1.2% | 6.5% | 10.8% | 13.1% | +6.1% | +13.5% | +0.8% |
| 2000 | 6.9% | +6.3% | +17.6% | 7.2% | 6.8% | +16.4% | +9.9% | +17.9% | 15.0% | 12.0% | 21.1% | +25.1% |
| 1999 | +22.5% | +4.4% | +10.4% | 0.5% | 2.7% | +6.3% | 11.8% | 4.9% | +3.9% | +24.1% | +9.4% | +18.3% |
| 1998 | 0.9% | +19.6% | +4.4% | +8.5% | 1.0% | +17.0% | 4.5% | 33.3% | 25.7% | +51.4% | +7.1% | +2.0% |
| 1997 | +15.1% | +1.1% | 9.1% | +9.6% | +9.0% | +3.8% | +22.2% | 8.2% | +12.4% | 9.1% | +10.8% | +8.9% |
| 1996 | +15.2% | 0.2% | +6.4% | 4.8% | +9.2% | 3.6% | 10.9% | 1.4% | +10.1% | +7.0% | +16.4% | 3.1% |
| 1995 | +10.4% | +8.0% | +1.5% | +3.9% | +12.4% | 0.9% | +7.3% | +1.9% | +9.7% | 11.5% | +3.0% | 7.8% |
| 1994 | +10.7% | 5.9% | 9.3% | +15.4% | +4.5% | 3.9% | +7.1% | +6.4% | 11.7% | +2.6% | 9.0% | 3.3% |
| 1993 | — | +6.8% | +16.0% | +1.0% | 11.1% | +9.0% | 0.5% | +4.6% | +13.3% | 6.6% | 7.3% | 8.8% |
| Avg | +4.7% | 1.0% | +0.8% | +2.8% | +0.6% | +0.7% | +3.1% | 1.1% | 2.6% | +4.8% | +2.7% | +2.9% |
| Median | +3.5% | 0.8% | +1.2% | +3.1% | +1.1% | 0.7% | +2.5% | +0.4% | +0.6% | +4.3% | +3.0% | +2.1% |
| Win % | 67% | 41% | 59% | 62% | 52% | 48% | 70% | 52% | 52% | 79% | 61% | 70% |
2026
Jan+3.5%
Feb8.9%
Mar1.2%
Apr+13.7%
May—
Jun—
Jul—
Aug—
Sep—
Oct—
Nov—
Dec—
2025
Jan+10.8%
Feb3.8%
Mar12.4%
Apr0.3%
May+10.9%
Jun+10.0%
Jul+1.8%
Aug+5.6%
Sep+5.6%
Oct+3.8%
Nov+3.5%
Dec+4.6%
2024
Jan5.5%
Feb1.4%
Mar+9.4%
Apr2.6%
May+7.7%
Jun0.7%
Jul+7.1%
Aug+0.4%
Sep+0.6%
Oct+12.4%
Nov+13.2%
Dec4.5%
2023
Jan+15.4%
Feb0.9%
Mar9.0%
Apr+3.4%
May9.1%
Jun+4.5%
Jul+8.2%
Aug7.0%
Sep4.1%
Oct12.2%
Nov+12.0%
Dec+17.5%
2022
Jan+5.2%
Feb11.5%
Mar3.7%
Apr7.0%
May+6.9%
Jun11.7%
Jul+11.9%
Aug+1.1%
Sep7.3%
Oct+5.0%
Nov+13.3%
Dec8.6%
2021
Jan1.7%
Feb+14.6%
Mar+1.0%
Apr+6.7%
May+10.2%
Jun+0.8%
Jul+5.4%
Aug+8.8%
Sep6.8%
Oct+6.3%
Nov7.7%
Dec+3.5%
2020
Jan+2.9%
Feb13.8%
Mar24.5%
Apr+17.0%
May+12.1%
Jun+9.3%
Jul+1.9%
Aug+6.9%
Sep7.5%
Oct+0.3%
Nov+28.4%
Dec+10.8%
2019
Jan+7.4%
Feb0.8%
Mar+0.5%
Apr+15.1%
May15.7%
Jun+7.7%
Jul+2.5%
Aug6.9%
Sep+2.8%
Oct+8.7%
Nov+7.4%
Dec+3.3%
2018
Jan+8.3%
Feb0.9%
Mar3.7%
Apr3.9%
May2.9%
Jun5.5%
Jul+7.3%
Aug3.4%
Sep4.6%
Oct1.3%
Nov2.8%
Dec10.7%
2017
Jan+1.0%
Feb+7.5%
Mar6.2%
Apr+1.7%
May3.8%
Jun+6.8%
Jul+5.8%
Aug3.0%
Sep+5.9%
Oct+4.3%
Nov+3.2%
Dec+1.7%
2016
Jan18.1%
Feb4.6%
Mar+1.3%
Apr+8.8%
May+1.1%
Jun5.1%
Jul+11.3%
Aug+11.6%
Sep+0.0%
Oct+5.4%
Nov+23.2%
Dec+2.1%
2015
Jan12.6%
Feb+5.9%
Mar0.3%
Apr+5.0%
May+2.4%
Jun+1.6%
Jul+0.5%
Aug11.3%
Sep8.6%
Oct+5.1%
Nov+4.1%
Dec7.3%
2014
Jan5.7%
Feb+4.4%
Mar+1.2%
Apr0.4%
May0.2%
Jun+4.8%
Jul+0.3%
Aug+6.1%
Sep+0.8%
Oct+1.4%
Nov+0.7%
Dec+10.3%
2013
Jan+19.5%
Feb1.1%
Mar2.5%
Apr+1.0%
May+17.0%
Jun5.7%
Jul+11.6%
Aug5.3%
Sep+4.6%
Oct+6.8%
Nov+8.9%
Dec+0.2%
2012
Jan+23.6%
Feb0.6%
Mar+5.9%
Apr11.8%
May22.7%
Jun+9.2%
Jul6.1%
Aug+9.8%
Sep+11.6%
Oct+3.8%
Nov2.9%
Dec+13.4%
2011
Jan+8.2%
Feb+1.0%
Mar7.9%
Apr4.1%
May7.6%
Jun4.8%
Jul3.1%
Aug21.4%
Sep22.8%
Oct+31.0%
Nov16.2%
Dec+2.4%
2010
Jan9.4%
Feb+5.2%
Mar+4.0%
Apr+3.3%
May10.3%
Jun14.4%
Jul+16.5%
Aug8.6%
Sep+0.0%
Oct+1.0%
Nov1.7%
Dec+11.3%
2009
Jan+27.8%
Feb3.5%
Mar+16.6%
Apr+4.1%
May+28.3%
Jun6.0%
Jul+0.1%
Aug+1.6%
Sep+6.6%
Oct+4.2%
Nov1.7%
Dec6.3%
2008
Jan6.6%
Feb14.6%
Mar+8.5%
Apr+6.9%
May9.0%
Jun18.4%
Jul+10.2%
Aug+3.4%
Sep43.7%
Oct23.0%
Nov15.6%
Dec+8.8%
2007
Jan+2.1%
Feb9.5%
Mar+5.1%
Apr+7.1%
May+1.2%
Jun1.4%
Jul10.1%
Aug2.3%
Sep+1.0%
Oct+7.2%
Nov21.6%
Dec+0.7%
2006
Jan+8.9%
Feb2.9%
Mar+5.3%
Apr+2.8%
May7.3%
Jun+6.0%
Jul+5.7%
Aug1.1%
Sep+10.8%
Oct+5.3%
Nov0.4%
Dec+6.9%
2005
Jan+1.4%
Feb+0.9%
Mar+1.4%
Apr7.6%
May7.0%
Jun+7.2%
Jul+1.7%
Aug4.1%
Sep+6.0%
Oct+1.5%
Nov+3.0%
Dec+1.2%
2004
Jan+1.1%
Feb+2.7%
Mar4.1%
Apr9.8%
May+4.1%
Jun1.4%
Jul6.0%
Aug+2.8%
Sep2.8%
Oct+4.3%
Nov0.7%
Dec+9.4%
2003
Jan4.4%
Feb2.8%
Mar+4.1%
Apr+17.5%
May+2.2%
Jun6.6%
Jul+11.6%
Aug+2.8%
Sep+3.4%
Oct+9.3%
Nov+0.7%
Dec+4.7%
2002
Jan1.2%
Feb10.7%
Mar+16.7%
Apr16.3%
May4.7%
Jun5.3%
Jul5.7%
Aug+5.8%
Sep20.7%
Oct+15.8%
Nov+16.2%
Dec11.8%
2001
Jan+7.4%
Feb23.2%
Mar17.8%
Apr+18.0%
May+3.5%
Jun1.2%
Jul6.5%
Aug10.8%
Sep13.1%
Oct+6.1%
Nov+13.5%
Dec+0.8%
2000
Jan6.9%
Feb+6.3%
Mar+17.6%
Apr7.2%
May6.8%
Jun+16.4%
Jul+9.9%
Aug+17.9%
Sep15.0%
Oct12.0%
Nov21.1%
Dec+25.1%
1999
Jan+22.5%
Feb+4.4%
Mar+10.4%
Apr0.5%
May2.7%
Jun+6.3%
Jul11.8%
Aug4.9%
Sep+3.9%
Oct+24.1%
Nov+9.4%
Dec+18.3%
1998
Jan0.9%
Feb+19.6%
Mar+4.4%
Apr+8.5%
May1.0%
Jun+17.0%
Jul4.5%
Aug33.3%
Sep25.7%
Oct+51.4%
Nov+7.1%
Dec+2.0%
1997
Jan+15.1%
Feb+1.1%
Mar9.1%
Apr+9.6%
May+9.0%
Jun+3.8%
Jul+22.2%
Aug8.2%
Sep+12.4%
Oct9.1%
Nov+10.8%
Dec+8.9%
1996
Jan+15.2%
Feb0.2%
Mar+6.4%
Apr4.8%
May+9.2%
Jun3.6%
Jul10.9%
Aug1.4%
Sep+10.1%
Oct+7.0%
Nov+16.4%
Dec3.1%
1995
Jan+10.4%
Feb+8.0%
Mar+1.5%
Apr+3.9%
May+12.4%
Jun0.9%
Jul+7.3%
Aug+1.9%
Sep+9.7%
Oct11.5%
Nov+3.0%
Dec7.8%
1994
Jan+10.7%
Feb5.9%
Mar9.3%
Apr+15.4%
May+4.5%
Jun3.9%
Jul+7.1%
Aug+6.4%
Sep11.7%
Oct+2.6%
Nov9.0%
Dec3.3%
1993
Jan—
Feb+6.8%
Mar+16.0%
Apr+1.0%
May11.1%
Jun+9.0%
Jul0.5%
Aug+4.6%
Sep+13.3%
Oct6.6%
Nov7.3%
Dec8.8%
Avg
Jan+4.7%
Feb1.0%
Mar+0.8%
Apr+2.8%
May+0.6%
Jun+0.7%
Jul+3.1%
Aug1.1%
Sep2.6%
Oct+4.8%
Nov+2.7%
Dec+2.9%
Median
Jan+3.5%
Feb0.8%
Mar+1.2%
Apr+3.1%
May+1.1%
Jun0.7%
Jul+2.5%
Aug+0.4%
Sep+0.6%
Oct+4.3%
Nov+3.0%
Dec+2.1%
Win %
Jan67%
Feb41%
Mar59%
Apr62%
May52%
Jun48%
Jul70%
Aug52%
Sep52%
Oct79%
Nov61%
Dec70%
Frequently asked questions
What is the best performing month for Morgan Stanley (MS) stock?
- Historically, October is the best performing month for Morgan Stanley (MS) stock with an average return of +4.79%.
What is the worst performing month for Morgan Stanley (MS) stock?
- Historically, September is the worst performing month for Morgan Stanley (MS) stock with an average return of 2.58%.
What is the best performing quarter for Morgan Stanley (MS) stock?
- Historically, Q4 is the best performing quarter for Morgan Stanley (MS) stock with an average return of +10.69%.
What is the worst performing quarter for Morgan Stanley (MS) stock?
- Historically, Q3 is the worst performing quarter for Morgan Stanley (MS) stock with an average return of 0.25%.
What is the best performing year for Morgan Stanley (MS) stock?
- Historically, 1999 is the best performing year for Morgan Stanley (MS) stock with a return of +103.39%.
What is the worst performing year for Morgan Stanley (MS) stock?
- Historically, 2008 is the worst performing year for Morgan Stanley (MS) stock with a return of 68.84%.
Which month has the highest win rate for Morgan Stanley (MS) stock?
- Historically, October has the highest win rate for Morgan Stanley (MS) stock — positive in 79% of years.
Which month has the lowest win rate for Morgan Stanley (MS) stock?
- Historically, February has the lowest win rate for Morgan Stanley (MS) stock — positive in 41% of years.
Which quarter has the highest win rate for Morgan Stanley (MS) stock?
- Historically, Q4 has the highest win rate for Morgan Stanley (MS) stock — positive in 76% of years.
Which quarter has the lowest win rate for Morgan Stanley (MS) stock?
- Historically, Q1 has the lowest win rate for Morgan Stanley (MS) stock — positive in 59% of years.
Data & methodology
How are returns calculated?
- We compare the closing price at the end of each period (month or quarter) with the closing price at the end of the previous period. The return is the percentage change. All prices are adjusted for dividends and stock splits. Based on historical prices from our data provider.
What is average vs median?
- Average is the arithmetic mean of returns for each period across years. Median is the middle value. Both exclude empty cells. Use median to reduce impact of outliers.
What does the heatmap show?
- Green cells indicate positive returns, red cells indicate negative returns. The darker the color, the stronger the move. Average and Median rows summarize each column across years.
What is Win %?
- Percentage of years when the period had a positive return. For example, 80% for January means January was positive in 80% of the years in the selected range.
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MS Overview
Company profile, financial tools, and key metrics
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MS Revenue Counter
Earns $3,812 every second. See per minute, hour, and day.
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MS Earnings Counter
Earns $576.61 per second net profit. See per minute, hour, and day.
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MS Economic Scale
Exceeds Venezuela, RB's GDP. Compare with world economies.
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MS What If Invested
What if you had invested $1,000? See historical returns from any date.
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MS How It Makes Money
Discover visual breakdown of $120.22B in revenue — where it comes from and where it goes.
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MS Price Target Scenarios
Model bear, base, and bull cases with EPS growth and exit P/E — pre-filled from analysts and history.
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MS Daily Price Character
Explosive · 50.3% historical win rate (green days). Streaks & record days.
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MS Buybacks
3.09% TTM buyback yield. Shareholder yield & SBC comparison.
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MS Stock Split History
2 splits on record. Dates, ratios, and cumulative multiple.
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MS Dividend Profile
Yield: 2.10%. Safety: 5/8. See full history.
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MS Dividend Calculator
How much dividend income would $1,000 have earned? Calculate from any date.
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MS Dividend Forecast
Project future income with DRIP, growth assumptions, and optional monthly contributions.
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MS Financials
Revenue, EPS, EBITDA, market cap, debt and balance sheet history with annual and quarterly data.
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