Morgan Stanley (MS): return calculator
Morgan Stanley (MS) shares, a major investment bank and wealth manager, listed in New York.
Updated
- Type
- Stocks
- Market
- NYSE
- Currency
- USD
- Sector
- Financial Services
- Data range
- 2016-07 – 2026-06 · 10 years
- Source
- Yahoo Finance
US$1,000 invested 9 years ago would be worth today
US$6,501
+550.1% total return
Try your own values in the calculators below.
Return calculator
Pick an amount and a period to see what an investment in Morgan Stanley (MS) would be worth today. By default we include reinvested dividends (total return).
Lump sum
What a one-off investment would be worth today.
Monthly investing (DCA)
What investing the same amount every month would be worth.
Estimate before taxes, fees and currency-conversion costs. Past performance does not guarantee future returns.
Investment growth
Performance
Data for the last 10 years · 2016-07 → 2026-06
Comparison with the market
US$1,000 invested vs S&P 500 ETF (SPY):
- Morgan Stanley (MS)
- US$10,306
- S&P 500 ETF (SPY)
- US$3,861
Morgan Stanley (MS) beat S&P 500 ETF (SPY) by US$6,445 (+167%) over this period.
Risk & drawdowns
The largest peak-to-trough drop in the window was -36.3%. An investor who bought near the prior peak would have seen the investment fall significantly before recovering.
Scenarios
Illustrative results based on the available data.
US$1,000 5 years ago
US$2,859
lump sum, +185.9291745265083% return
US$100/mo for 5 years
US$14,284
invested US$6,100
If it repeats +26.52%/yr for 10 years
US$10,510
projection from US$1,000 (hypothetical)
About Morgan Stanley (MS)
Morgan Stanley is one of the large US investment banks, alongside Goldman Sachs. It has two engines: investment banking and market trading on one side, and wealth and asset management on the other. In recent years it has greatly strengthened the wealth-management side (it bought the broker E*TRADE), which provides steadier, more recurring revenue than trading.
It trades on the New York Stock Exchange (NYSE) under the ticker MS and is part of the S&P 500 and Dow Jones indices. It is a dividend stock. The bet on wealth management makes its results somewhat less volatile than those of a pure investment bank, but they remain tied to the health of markets and the economy.
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Frequently asked questions
How much did Morgan Stanley (MS) return over the last 10 years?
Do these calculations include dividends?
Do they include taxes or fees?
What currency are the values in?
Does past performance predict the future?
Sources & methodology
Prices: Yahoo Finance. Monthly series, total return (dividends reinvested). Data through 2026-06-18.
Total return assumes dividends are reinvested; you can turn that off to see price-only appreciation. Values are estimates before taxes, fees and currency-conversion costs.
Page generated and reviewed by the Calculadora Capital editorial team. Last updated 2026-06-18.