(MORN) Morningstar - Performance 3.6% in 12m
Compare MORN with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
51.24%
#15 in Group
Rel. Strength
43.21%
#4519 in Universe
Total Return 12m
3.63%
#21 in Group
Total Return 5y
117.97%
#12 in Group
P/E 32.9
60th Percentile in Group
P/E Forward 29.0
61th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 3.48%
39th Percentile in Group
12m Total Return: MORN (3.6%) vs XLF (22.4%)
5y Drawdown (Underwater) Chart
Top Performers in Financial Exchanges & Data
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| X TO TMX |
16.9% | 56.7% | 133% | 32.3 | 28.3 | 1.43 | -28.5% | -30.3% |
| CBOE BATS Cboe Global Markets |
9.61% | 24.5% | 146% | 30.4 | 25.1 | 1.75 | 81.9% | 24.8% |
| NDAQ NASDAQ Nasdaq |
19% | 33.7% | 133% | 35.4 | 24.9 | 1.58 | -25.5% | - |
Performance Comparison: MORN vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for MORN
| Total Return (including Dividends) | MORN | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 19.46% | 13.52% | 13.81% |
| 3 Months | -5.91% | -2.66% | -6.30% |
| 12 Months | 3.63% | 22.43% | 10.65% |
| 5 Years | 117.97% | 150.42% | 107.77% |
| Trend Score (consistency of price movement) | MORN | XLF | S&P 500 |
| 1 Month | 76.0% | 89.2% | 83% |
| 3 Months | -69.9% | -64.6% | -75.3% |
| 12 Months | 7.20% | 82% | 50.1% |
| 5 Years | 63.7% | 75.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #21 | 5.23% | 4.96% |
| 3 Month | #19 | -3.34% | 0.41% |
| 12 Month | #21 | -15.4% | -6.34% |
| 5 Years | #13 | -13.0% | 4.91% |
FAQs
Does MORN Morningstar outperforms the market?
No,
over the last 12 months MORN made 3.63%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.43%.
Over the last 3 months MORN made -5.91%, while XLF made -2.66%.
Over the last 3 months MORN made -5.91%, while XLF made -2.66%.
Performance Comparison MORN vs Indeces and Sectors
MORN vs. Indices MORN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 6.53% | 5.65% | -7.31% | -7.02% |
| US NASDAQ 100 | QQQ | 6.34% | 2.10% | -7.52% | -8.01% |
| US Dow Jones Industrial 30 | DIA | 6.12% | 9.47% | -7.02% | -4.08% |
| German DAX 40 | DAX | 6.55% | 4.50% | -33.6% | -22.1% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 4.35% | 7.63% | -8.08% | -3.74% |
| Hongkong Hang Seng | HSI | 3.36% | -0.47% | -15.7% | -10.1% |
| India NIFTY 50 | INDA | 11.5% | 14.6% | -7.75% | 3.84% |
| Brasil Bovespa | EWZ | 5.48% | 2.22% | -16.0% | 12.0% |
MORN vs. Sectors MORN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 5.89% | 6.05% | -14.4% | -17.9% |
| Consumer Discretionary | XLY | 6.15% | 5.23% | -6.33% | -10.6% |
| Consumer Staples | XLP | 7.39% | 12.9% | -14.2% | -5.49% |
| Energy | XLE | 6.71% | 12.7% | -0.72% | 13.1% |
| Financial | XLF | 5.43% | 5.94% | -14.4% | -18.8% |
| Health Care | XLV | 9.54% | 18.6% | -2.32% | 7.69% |
| Industrial | XLI | 4.84% | 2.64% | -8.74% | -7.36% |
| Materials | XLB | 6.73% | 5.90% | -2.42% | 8.86% |
| Real Estate | XLRE | 7.85% | 7.92% | -8.06% | -11.8% |
| Technology | XLK | 5.45% | -1.76% | -4.43% | -3.47% |
| Utilities | XLU | 6.48% | 9.87% | -15.0% | -13.8% |
| Aerospace & Defense | XAR | 4.55% | -1.70% | -18.8% | -23.7% |
| Biotech | XBI | 13.1% | 7.65% | 12.8% | 15.9% |
| Homebuilder | XHB | 6.06% | 7.98% | 5.88% | 11.2% |
| Retail | XRT | 4.63% | 4.81% | -3.07% | 5.11% |