What if you'd held MORN?
A $1,000 investment in Morningstar, Inc. (MORN) at the month-end close of 2005-05 would be worth $11,019 at the close of 2026-08 — +1001.9% total return, dividends reinvested. The same $1,000 in the S&P 500 would be worth $6,469.
Your scenario
Result
If you'd bought $1,000 at the start of each year
Value of $1,000 invested on January 1 of each year, held to 2026-08, dividends included.
Every year, $1,000 from 2005
| Year | Value of $1,000 | Year return |
|---|---|---|
| 2005 | $1,000 | — |
| 2006 | $1,300 | +30.0% |
| 2007 | $2,244 | +72.6% |
| 2008 | $1,025 | -54.3% |
| 2009 | $1,395 | +36.1% |
| 2010 | $1,533 | +9.9% |
| 2011 | $1,722 | +12.3% |
| 2012 | $1,835 | +6.6% |
| 2013 | $2,293 | +24.9% |
| 2014 | $1,918 | -16.3% |
| 2015 | $2,408 | +25.5% |
| 2016 | $2,227 | -7.5% |
| 2017 | $2,971 | +33.4% |
| 2018 | $3,397 | +14.3% |
| 2019 | $4,719 | +38.9% |
| 2020 | $7,293 | +54.5% |
| 2021 | $10,811 | +48.2% |
| 2022 | $6,885 | -36.3% |
| 2023 | $9,164 | +33.1% |
| 2024 | $10,841 | +18.3% |
| 2025 | $7,041 | -35.1% |
| 2026 | $6,980 | -0.9% |
Best and worst month-end to buy
The best single month-end close to have bought MORN was 2005-05 ($19.39): $1,000 then is $11,019 today. The worst was 2024-11 ($349): $1,000 then is $612.
FAQ
What would $1,000 in MORN be worth today?
A $1,000 investment in Morningstar, Inc. (MORN) at the start of 2005 would be worth about $11,019 today, a total return of +1001.9%. Dividends are reinvested in these figures.
What were the best and worst years for MORN?
Morningstar, Inc. (MORN)'s strongest calendar year since 2005 was 2007, a +72.6% return — $1,000 held through that year became about $1,726 by year-end. Its weakest year was 2008, at -54.3%.
Does the calculator include dividends and splits?
Yes where available. Prices are adjusted for both stock splits and reinvested dividends (total return), the same measure brokerages use.
How much would $100 per month in MORN have grown?
Investing $100 at the end of every month since 2005-05 would have grown to about $77,717 on $25,600 invested.
Did MORN beat the S&P 500?
Over the same period, $1,000 in the S&P 500 index would be worth $6,469. MORN beat the S&P 500 by +70.3% in total return.
Is this investment advice?
No. Wall Street Regrets is an entertainment and education tool. Every number is a historical calculation, not a prediction, and past performance never guarantees future results.
Methodology
Morningstar, Inc. (MORN) historical total-return data from 2005-05 to 2026-08, reduced to month-end closes for the tables above.
Returns use adjusted close prices from Yahoo Finance historical data — adjusted for stock splits and reinvested dividends — the same convention used by major brokerages. A "year" scenario invests $1,000 at the prior December's month-end close and values it at the latest available month-end close. Non-USD amounts are converted at historical month-end exchange rates (Yahoo Finance): to USD on the buy date and back to your currency at the latest rate, so the return reflects the currency move as well as the asset.
Month-end resolution means intra-month extremes are not captured in tables; the calculator uses exact trading-day closes where daily data is available. Figures ignore taxes, fees, and the currency effects of non-USD listings. History is not a forecast. Wall Street Regrets is entertainment, not investment advice.
What if you'd held…
Data: adjusted close prices via Yahoo Finance. As of 2026-08. Not financial advice.