Seasonality
MORN seasonality — Morningstar, Inc.
Over the last 11 years, MORN's strongest month on average has been October (+8.2%) and its weakest September (-5.1%).
Average return by month
Month-by-month statistics
| Month | Avg | Median | Up % | Best | Worst | Yrs |
|---|---|---|---|---|---|---|
| Jan | +0.30% | -0.80% | 40% | +13.0% | -16.0% | 10 |
| Feb | -2.83% | -2.62% | 30% | +6.9% | -14.6% | 10 |
| Mar | -3.44% | -2.05% | 30% | +3.3% | -20.9% | 10 |
| Apr | +3.94% | -2.63% | 40% | +34.2% | -12.2% | 10 |
| May | +3.01% | +1.74% | 70% | +14.8% | -10.9% | 10 |
| Jun | -0.19% | +2.21% | 60% | +8.9% | -14.3% | 10 |
| Jul | +7.29% | +5.50% | 80% | +23.4% | -11.9% | 10 |
| Aug | +1.33% | +0.55% | 60% | +13.7% | -10.7% | 10 |
| Sep | -5.07% | -5.11% | 40% | +2.8% | -13.2% | 10 |
| Oct | +8.17% | +8.73% | 80% | +22.3% | -8.5% | 10 |
| Nov | +3.31% | +5.11% | 67% | +11.9% | -5.3% | 9 |
| Dec | +0.68% | +0.95% | 60% | +15.7% | -11.6% | 10 |
Monthly returns heat map — MORN
price return, %| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -7.0 | -9.4 | -7.7 | -0.2 | 7.9 | -14.3 | 23.4 | 13.7 | -13.2 | 19.0 | 7.9 | +12.3% | |
| 2025 | -2.4 | -4.5 | -4.4 | -5.0 | 8.3 | 1.8 | -11.9 | -5.1 | -11.6 | -8.5 | 1.2 | 1.1 | -35.5% |
| 2024 | -2.4 | 6.9 | 3.3 | -8.3 | 2.0 | 2.6 | 7.4 | -1.2 | 1.7 | 2.8 | 8.0 | -4.9 | +17.6% |
| 2023 | 12.1 | -14.6 | -2.1 | -12.2 | 14.8 | -4.2 | 17.6 | 0.9 | 0.7 | 8.1 | 11.9 | 1.0 | +32.2% |
| 2022 | -16.0 | -2.4 | -2.7 | -7.3 | 1.5 | -5.9 | 5.6 | -10.7 | -6.9 | 9.3 | 5.6 | -11.6 | -36.7% |
| 2021 | -0.7 | -2.5 | 0.3 | 17.8 | -10.9 | 8.9 | -1.7 | 6.1 | -3.3 | 22.3 | -2.0 | 10.2 | +47.7% |
| 2020 | 3.7 | -6.4 | -20.9 | 34.2 | -1.7 | -8.1 | 19.2 | -4.7 | 0.3 | 18.5 | 5.1 | 15.7 | +53.0% |
| 2019 | 13.0 | 1.9 | -0.5 | 13.9 | -2.4 | 3.3 | 5.1 | 6.3 | -9.6 | 10.7 | -2.9 | -3.7 | +37.8% |
| 2018 | -0.9 | -2.8 | 2.2 | 13.7 | 10.5 | 6.9 | 2.9 | 7.8 | -11.5 | -0.9 | -5.3 | -7.0 | +13.3% |
| 2017 | 3.5 | 5.4 | -2.0 | -7.0 | 0.1 | 7.0 | 5.4 | 0.2 | 2.8 | 0.3 | 8.3 | 5.1 | +31.8% |
| 2016 | 0.9 |