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Morningstar (MORN) Return On Assets

Annual ROA

4.10%
+1.88%+84.68%

31 December 2023

MORN ROA Chart

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Quarterly ROA

9.54%
+2.31%+31.95%

30 September 2024

MORN Quarterly ROA Chart

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MORN ROA Performance

PeriodPeriodAnnualAnnualQuarterlyQuarterly
1 y1 year+84.7%+360.9%
3 y3 years-53.6%+20.4%
5 y5 years-68.0%-5.1%

MORN ROA High & Low

PeriodPeriodAnnual vs highAnnual vs highAnnual vs lowAnnual vs lowQuarter. vs highQuarter. vs highQuarter. vs lowQuarter. vs low
3 y3 years-53.6%+84.7%at high+1808.0%
5 y5 years-68.0%+84.7%-5.7%+1808.0%
alltimeall time-70.5%+119.2%-36.3%+1808.0%

Morningstar ROA History

DateAnnualQuarterly
Sept 2024
-
9.54%(+32.0%)
June 2024
-
7.23%(+15.7%)
Mar 2024
-
6.25%(+51.7%)
Dec 2023
4.10%(+84.7%)
4.12%(+99.0%)
Sept 2023
-
2.07%(+213.6%)
June 2023
-
0.66%(+32.0%)
Mar 2023
-
0.50%(-77.2%)
Dec 2022
2.22%(-68.1%)
2.19%(-45.7%)
Sept 2022
-
4.03%(-35.0%)
June 2022
-
6.20%(-6.8%)
Mar 2022
-
6.65%(-5.8%)
Dec 2021
6.95%(-21.3%)
7.06%(-10.9%)
Sept 2021
-
7.92%(-14.0%)
June 2021
-
9.21%(-9.0%)
Mar 2021
-
10.12%(+11.1%)
Dec 2020
8.83%(+11.1%)
9.11%(+22.8%)
Sept 2020
-
7.42%(+8.3%)
June 2020
-
6.85%(-3.4%)
Mar 2020
-
7.09%(-13.9%)
Dec 2019
7.95%(-37.9%)
8.23%(-18.1%)
Sept 2019
-
10.05%(-14.3%)
June 2019
-
11.73%(-1.6%)
Mar 2019
-
11.92%(-6.7%)
Dec 2018
12.80%(+28.9%)
12.77%(+0.9%)
Sept 2018
-
12.65%(+13.7%)
June 2018
-
11.13%(-3.7%)
Mar 2018
-
11.56%(+16.1%)
Dec 2017
9.93%(-26.6%)
9.96%(-22.8%)
Sept 2017
-
12.90%(-2.9%)
June 2017
-
13.29%(+3.5%)
Mar 2017
-
12.84%(-11.9%)
Dec 2016
13.53%(+4.1%)
14.57%(+18.3%)
Sept 2016
-
12.32%(-2.7%)
June 2016
-
12.66%(-0.8%)
Mar 2016
-
12.76%(-1.2%)
Dec 2015
13.00%(+69.5%)
12.92%(+4.4%)
Sept 2015
-
12.37%(+3.2%)
June 2015
-
11.99%(+50.3%)
Mar 2015
-
7.98%(+4.3%)
Dec 2014
7.67%
7.65%(+1.6%)
Sept 2014
-
7.53%(-1.3%)
June 2014
-
7.63%(-34.1%)
DateAnnualQuarterly
Mar 2014
-
11.57%(-1.9%)
Dec 2013
11.92%(+22.1%)
11.80%(-0.8%)
Sept 2013
-
11.90%(+4.3%)
June 2013
-
11.41%(+5.3%)
Mar 2013
-
10.84%(+11.3%)
Dec 2012
9.76%(+12.1%)
9.74%(+6.6%)
Sept 2012
-
9.14%(+7.7%)
June 2012
-
8.49%(+1.6%)
Mar 2012
-
8.36%(-3.9%)
Dec 2011
8.71%(+1.2%)
8.70%(+2.1%)
Sept 2011
-
8.52%(-6.4%)
June 2011
-
9.10%(+5.0%)
Mar 2011
-
8.67%(-1.1%)
Dec 2010
8.61%(-9.7%)
8.77%(+7.5%)
Sept 2010
-
8.16%(-1.1%)
June 2010
-
8.25%(-7.3%)
Mar 2010
-
8.90%(-8.5%)
Dec 2009
9.53%(-25.1%)
9.73%(-9.2%)
Sept 2009
-
10.71%(-3.2%)
June 2009
-
11.06%(-11.9%)
Mar 2009
-
12.56%(-1.4%)
Dec 2008
12.73%(-5.6%)
12.74%(-7.3%)
Sept 2008
-
13.74%(-4.8%)
June 2008
-
14.43%(+3.3%)
Mar 2008
-
13.97%(+1.5%)
Dec 2007
13.48%(-3.1%)
13.76%(-0.8%)
Sept 2007
-
13.87%(+0.9%)
June 2007
-
13.74%(+2.6%)
Mar 2007
-
13.39%(-5.6%)
Dec 2006
13.91%(+13.9%)
14.18%(-3.5%)
Sept 2006
-
14.70%(+4.0%)
June 2006
-
14.13%(-5.7%)
Mar 2006
-
14.98%(+19.6%)
Dec 2005
12.21%(+175.0%)
12.52%(+49.0%)
Sept 2005
-
8.40%(+16.0%)
June 2005
-
7.24%(+88.5%)
Mar 2005
-
3.84%(-7.0%)
Dec 2004
4.44%(-163.2%)
4.13%
Dec 2003
-7.03%(-2367.7%)
-
Dec 2002
0.31%(-104.4%)
-
Dec 2001
-7.08%(-66.9%)
-
Dec 2000
-21.39%
-

FAQ

  • What is Morningstar annual return on assets?
  • What is the all time high annual ROA for Morningstar?
  • What is Morningstar annual ROA year-on-year change?
  • What is Morningstar quarterly return on assets?
  • What is the all time high quarterly ROA for Morningstar?
  • What is Morningstar quarterly ROA year-on-year change?

What is Morningstar annual return on assets?

The current annual ROA of MORN is 4.10%

What is the all time high annual ROA for Morningstar?

Morningstar all-time high annual return on assets is 13.91%

What is Morningstar annual ROA year-on-year change?

Over the past year, MORN annual return on assets has changed by +1.88% (+84.68%)

What is Morningstar quarterly return on assets?

The current quarterly ROA of MORN is 9.54%

What is the all time high quarterly ROA for Morningstar?

Morningstar all-time high quarterly return on assets is 14.98%

What is Morningstar quarterly ROA year-on-year change?

Over the past year, MORN quarterly return on assets has changed by +7.47% (+360.87%)