The total return cagr for Morgan Stanley (MS) is +63.23% over the latest trailing 12-month period. The comparable SPY value is +24.32%. Year-to-date total return is +19.70%. Total return includes price appreciation and reinvested dividends.
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
Recent Performance Indicators
YTD Total Return
+19.7%
1-Year Total Return
+63.2%
Current Dividend Yield
1.90%
Price CAGR vs. Total Return CAGR
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
