Overview Performance Dividends Peer Group Options

(MORN) Morningstar - Performance 4.6% in 12m

MORN performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.

Performance Rating 44.88%
#15 in Peer-Group
Rel. Strength 45.55%
#4061 in Stock-Universe
Total Return 12m 4.56%
#20 in Peer-Group
Total Return 5y 122.98%
#10 in Peer-Group
P/E Value
P/E Trailing 33.9
P/E Forward 30.7
High / Low USD
52 Week High 357.73 USD
52 Week Low 255.31 USD
Sentiment Value
VRO Trend Strength +-100 66.06
Buy/Sell Signal +-5 2.03
Support / Resistance Levels
Support
Resistance
12m Total Return: MORN (4.6%) vs XLF (25.9%)
Total Return of Morningstar versus its related sector ETF XLF
5y Drawdown (Underwater) Chart
5 Year Drawdown / Underwater Chart for (MORN) Morningstar - Performance 4.6% in 12m

Top Performer in Financial Exchanges & Data

Short Term Performance

Symbol 1w 1m 3m
MORN 3.02% 0.28% 2.22%
HOOD 9.42% 24.2% 69.6%
DFIN 3.29% 10.3% 34.2%
HUT 1.47% 2.01% 23.6%

Long Term Performance

Symbol 6m 12m 5y
MORN -8.8% 4.56% 123%
HOOD 107% 284% 116%
ENX 37.2% 62.8% 101%
HUT -29.0% 37.6% 360%

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		 -0.6% 50.6% 146% 35.2 29.2 1.43 -28.5% -30.3%
CBOE BATS
Cboe Global Markets		 -0.58% 35.4% 170% 29.7 24.3 1.75 81.9% 24.8%
NDAQ NASDAQ
Nasdaq		 6.42% 48.5% 145% 39 27.5 1.74 -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 0.28% 1.62% 2.95%
3 Months 2.22% 3.20% 6.01%
12 Months 4.56% 25.88% 13.19%
5 Years 122.98% 150.06% 117.19%

Trend Score (consistency of price movement) MORN XLF S&P 500
1 Month -51.9% 4.2% 78.3%
3 Months 61.5% 69.1% 84.6%
12 Months -25.3% 78.1% 43.3%
5 Years 62.5% 75% 84%

Relative Strength (compared with Indexes) Rank in Peer Group vs. XLF vs. S&P 500
1 Month #14 -1.32% -2.59%
3 Month #22 -0.96% -3.58%
12 Month #21 -16.94% -7.63%
5 Years #10 -10.83% 2.66%

FAQs

Does Morningstar (MORN) outperform the market?

No, over the last 12 months MORN made 4.56%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 25.88%. Over the last 3 months MORN made 2.22%, while XLF made 3.20%.

Performance Comparison MORN vs Indeces and Sectors

Above 0 means better perfomance compared to Symbol in this Timeframe

MORN vs. Indices

Symbol 1w 1m 6m 12m
US S&P 500 SPY 1.2% -2.7% -10.3% -9%
US NASDAQ 100 QQQ 0.9% -3.4% -10.9% -10%
German DAX 40 DAX 2.1% 2.7% -26.7% -24%
Shanghai Shenzhen CSI 300 CSI 300 0.9% -2.5% -9.7% -11%
Hongkong Hang Seng HSI 0.4% -7.1% -29% -28%
India NIFTY 50 INDA 1.2% -0.2% -11.4% 4%
Brasil Bovespa EWZ 3.5% -1.6% -34% -2%

MORN vs. Sectors

Symbol 1w 1m 6m 12m
Communication Services XLC 1% -3.3% -15.5% -21%
Consumer Discretionary XLY 0.3% 0.7% -1.2% -15%
Consumer Staples XLP 1.3% 0.8% -12.4% -2%
Energy XLE 6.5% -3.2% -10.7% 8%
Financial XLF 0% -1.3% -14.8% -21%
Health Care XLV 2.3% -1.4% -5.7% 12%
Industrial XLI 1% -1.3% -17.6% -15%
Materials XLB 2.1% -0.8% -12.3% 5%
Real Estate XLRE 0.9% -3% -14% -9%
Technology XLK 0.4% -6.4% -11.9% -7%
Utilities XLU 0.8% -0.3% -17% -16%
Aerospace & Defense XAR 1.3% -4.1% -28% -38%
Biotech XBI 0.9% -5.4% 0.1% 15%
Homebuilder XHB -2.8% -1.6% -1.8% 9%
Retail XRT 1.5% -1% -5% 2%

MORN vs. Commodities

Symbol 1w 1m 6m 12m
Oil USO 14.3% -8.22% -7.92% 13%
Natural Gas UNG 10.6% 5.1% -9.5% 22%
Gold GLD 4.9% -0.3% -35.6% -37%
Silver SLV 6.4% -7.6% -29.5% -16%
Copper CPER 0.6% -3.2% -28.4% -7%

MORN vs. Bonds

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 2% -2.1% -10% 8%
iShares High Yield Corp. Bond HYG 2.1% -1.1% -13.2% -5%