Annual ROE
11.13%
+5.75%+106.88%
31 December 2023
Summary:
Morningstar annual return on equity is currently 11.13%, with the most recent change of +5.75% (+106.88%) on 31 December 2023. During the last 3 years, it has fallen by -7.86% (-41.39%). MORN annual ROE is now -57.42% below its all-time high of 26.14%, reached on 31 December 2005.MORN ROE Chart
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Quarterly ROE
23.47%
+4.91%+26.45%
30 September 2024
Summary:
Morningstar quarterly return on equity is currently 23.47%, with the most recent change of +4.91% (+26.45%) on 30 September 2024. Over the past year, it has increased by +17.63% (+301.88%). MORN quarterly ROE is now -14.19% below its all-time high of 27.35%, reached on 31 March 2006.MORN Quarterly ROE Chart
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MORN ROE Performance
| PeriodPeriod | AnnualAnnual | QuarterlyQuarterly |
|---|---|---|
| 1 y1 year | +106.9% | +301.9% |
| 3 y3 years | -41.4% | +44.0% |
| 5 y5 years | -47.1% | +37.3% |
MORN ROE High & Low
| PeriodPeriod | Annual vs highAnnual vs high | Annual vs lowAnnual vs low | Quarter. vs highQuarter. vs high | Quarter. vs lowQuarter. vs low | |
|---|---|---|---|---|---|
| 3 y | 3 years | -41.4% | +106.9% | at high | +1625.7% |
| 5 y | 5 years | -47.1% | +106.9% | at high | +1625.7% |
| alltime | all time | -57.4% | +114.8% | -14.2% | +1625.7% |
Morningstar ROE History
| Date | Annual | Quarterly |
|---|---|---|
| Sept 2024 | - | 23.47%(+26.5%) |
| June 2024 | - | 18.56%(+11.5%) |
| Mar 2024 | - | 16.65%(+46.8%) |
| Dec 2023 | 11.13%(+106.9%) | 11.34%(+94.2%) |
| Sept 2023 | - | 5.84%(+210.6%) |
| June 2023 | - | 1.88%(+38.2%) |
| Mar 2023 | - | 1.36%(-75.3%) |
| Dec 2022 | 5.38%(-62.6%) | 5.51%(-41.4%) |
| Sept 2022 | - | 9.41%(-30.1%) |
| June 2022 | - | 13.47%(-0.4%) |
| Mar 2022 | - | 13.52%(-5.7%) |
| Dec 2021 | 14.39%(-24.2%) | 14.33%(-12.1%) |
| Sept 2021 | - | 16.30%(-15.5%) |
| June 2021 | - | 19.28%(-10.8%) |
| Mar 2021 | - | 21.61%(+9.3%) |
| Dec 2020 | 18.99%(+26.1%) | 19.78%(+21.9%) |
| Sept 2020 | - | 16.22%(+14.4%) |
| June 2020 | - | 14.18%(+1.9%) |
| Mar 2020 | - | 13.91%(-7.9%) |
| Dec 2019 | 15.06%(-28.4%) | 15.10%(-11.7%) |
| Sept 2019 | - | 17.10%(-7.8%) |
| June 2019 | - | 18.55%(-2.9%) |
| Mar 2019 | - | 19.11%(-8.2%) |
| Dec 2018 | 21.04%(+15.4%) | 20.81%(-1.7%) |
| Sept 2018 | - | 21.16%(+9.6%) |
| June 2018 | - | 19.31%(-6.3%) |
| Mar 2018 | - | 20.61%(+12.6%) |
| Dec 2017 | 18.23%(-24.3%) | 18.31%(-21.8%) |
| Sept 2017 | - | 23.40%(-1.7%) |
| June 2017 | - | 23.81%(+6.1%) |
| Mar 2017 | - | 22.45%(-8.8%) |
| Dec 2016 | 24.08%(+17.6%) | 24.62%(+25.1%) |
| Sept 2016 | - | 19.68%(-2.2%) |
| June 2016 | - | 20.13%(+0.3%) |
| Mar 2016 | - | 20.06%(-0.0%) |
| Dec 2015 | 20.48%(+75.9%) | 20.07%(+5.5%) |
| Sept 2015 | - | 19.02%(+2.3%) |
| June 2015 | - | 18.59%(+52.8%) |
| Mar 2015 | - | 12.17%(+5.1%) |
| Dec 2014 | 11.64% | 11.58%(+3.4%) |
| Sept 2014 | - | 11.20%(-0.3%) |
| June 2014 | - | 11.23%(-32.7%) |
| Date | Annual | Quarterly |
|---|---|---|
| Mar 2014 | - | 16.69%(-1.8%) |
| Dec 2013 | 17.42%(+27.6%) | 17.00%(+0.5%) |
| Sept 2013 | - | 16.92%(+4.7%) |
| June 2013 | - | 16.16%(+6.8%) |
| Mar 2013 | - | 15.13%(+12.1%) |
| Dec 2012 | 13.65%(+13.7%) | 13.50%(+7.7%) |
| Sept 2012 | - | 12.53%(+8.4%) |
| June 2012 | - | 11.56%(+2.1%) |
| Mar 2012 | - | 11.32%(-4.4%) |
| Dec 2011 | 12.01%(+0.6%) | 11.84%(+2.2%) |
| Sept 2011 | - | 11.58%(-6.3%) |
| June 2011 | - | 12.36%(+5.3%) |
| Mar 2011 | - | 11.74%(-1.6%) |
| Dec 2010 | 11.94%(-12.7%) | 11.93%(+8.3%) |
| Sept 2010 | - | 11.02%(-1.2%) |
| June 2010 | - | 11.15%(-7.6%) |
| Mar 2010 | - | 12.07%(-10.7%) |
| Dec 2009 | 13.67%(-30.3%) | 13.52%(-10.3%) |
| Sept 2009 | - | 15.07%(-5.0%) |
| June 2009 | - | 15.86%(-13.6%) |
| Mar 2009 | - | 18.36%(-4.1%) |
| Dec 2008 | 19.60%(-10.1%) | 19.15%(-8.2%) |
| Sept 2008 | - | 20.86%(-6.8%) |
| June 2008 | - | 22.39%(+0.4%) |
| Mar 2008 | - | 22.29%(-0.9%) |
| Dec 2007 | 21.81%(-6.6%) | 22.50%(-1.7%) |
| Sept 2007 | - | 22.90%(+0.1%) |
| June 2007 | - | 22.88%(+2.6%) |
| Mar 2007 | - | 22.29%(-5.4%) |
| Dec 2006 | 23.36%(-10.6%) | 23.55%(-3.7%) |
| Sept 2006 | - | 24.45%(+3.2%) |
| June 2006 | - | 23.70%(-13.3%) |
| Mar 2006 | - | 27.35%(+7.2%) |
| Dec 2005 | 26.14%(+66.4%) | 25.52%(+39.9%) |
| Sept 2005 | - | 18.24%(+3.0%) |
| June 2005 | - | 17.71%(+43.5%) |
| Mar 2005 | - | 12.34%(-9.8%) |
| Dec 2004 | 15.71%(-164.9%) | 13.68% |
| Dec 2003 | -24.22%(-2451.5%) | - |
| Dec 2002 | 1.03%(-104.1%) | - |
| Dec 2001 | -25.12%(-66.6%) | - |
| Dec 2000 | -75.27% | - |
FAQ
- What is Morningstar annual return on equity?
- What is the all time high annual ROE for Morningstar?
- What is Morningstar annual ROE year-on-year change?
- What is Morningstar quarterly return on equity?
- What is the all time high quarterly ROE for Morningstar?
- What is Morningstar quarterly ROE year-on-year change?
What is Morningstar annual return on equity?
The current annual ROE of MORN is 11.13%
What is the all time high annual ROE for Morningstar?
Morningstar all-time high annual return on equity is 26.14%
What is Morningstar annual ROE year-on-year change?
Over the past year, MORN annual return on equity has changed by +5.75% (+106.88%)
What is Morningstar quarterly return on equity?
The current quarterly ROE of MORN is 23.47%
What is the all time high quarterly ROE for Morningstar?
Morningstar all-time high quarterly return on equity is 27.35%
What is Morningstar quarterly ROE year-on-year change?
Over the past year, MORN quarterly return on equity has changed by +17.63% (+301.88%)