Seasonality
MS seasonality — Morgan Stanley
Over the last 11 years, MS's strongest month on average has been November (+7.8%) and its weakest March (-5.0%).
Average return by month
Month-by-month statistics
| Month | Avg | Median | Up % | Best | Worst | Yrs |
|---|---|---|---|---|---|---|
| Jan | +4.07% | +3.72% | 80% | +14.5% | -6.5% | 10 |
| Feb | -1.99% | -1.16% | 20% | +14.7% | -13.8% | 10 |
| Mar | -4.96% | -3.68% | 30% | +9.4% | -24.5% | 10 |
| Apr | +3.94% | +1.85% | 60% | +16.0% | -7.8% | 10 |
| May | +2.55% | +7.30% | 60% | +12.1% | -15.7% | 10 |
| Jun | +2.17% | +2.63% | 70% | +10.0% | -11.7% | 10 |
| Jul | +4.55% | +4.97% | 100% | +10.8% | +0.7% | 10 |
| Aug | +0.39% | +0.74% | 60% | +8.8% | -7.0% | 10 |
| Sep | -2.72% | -4.36% | 40% | +5.9% | -11.8% | 10 |
| Oct | +1.84% | +3.48% | 60% | +11.5% | -13.3% | 10 |
| Nov | +7.83% | +7.45% | 78% | +28.4% | -7.7% | 9 |
| Dec | +1.99% | +2.73% | 70% | +17.5% | -10.7% | 10 |
Monthly returns heat map — MS
price return, %| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.0 | -8.9 | -1.2 | 15.8 | 9.1 | 0.5 | 0.7 | 1.4 | -11.8 | -2.0 | -1.6 | +2.2% | |
| 2025 | 10.1 | -3.8 | -12.3 | -1.1 | 10.9 | 10.0 | 1.1 | 5.6 | 5.6 | 3.2 | 3.5 | 4.6 | +41.2% |
| 2024 | -6.5 | -1.4 | 9.4 | -3.5 | 7.7 | -0.7 | 6.2 | 0.4 | 0.6 | 11.5 | 13.2 | -4.5 | +34.8% |
| 2023 | 14.5 | -0.8 | -9.0 | 2.5 | -9.1 | 4.5 | 7.2 | -7.0 | -4.1 | -13.3 | 12.0 | 17.5 | +9.7% |
| 2022 | 4.5 | -11.5 | -3.7 | -7.8 | 6.9 | -11.7 | 10.8 | 1.1 | -7.3 | 4.0 | 13.3 | -8.7 | -13.4% |
| 2021 | -2.2 | 14.7 | 1.0 | 6.3 | 10.2 | 0.8 | 4.7 | 8.8 | -6.8 | 5.6 | -7.7 | 3.5 | +43.2% |
| 2020 | 2.2 | -13.8 | -24.5 | 16.0 | 12.1 | 9.3 | 1.2 | 6.9 | -7.5 | -0.4 | 28.4 | 10.8 | +34.1% |
| 2019 | 6.7 | -0.8 | 0.5 | 14.3 | -15.7 | 7.7 | 1.7 | -6.9 | 2.8 | 7.9 | 7.5 | 3.3 | +28.9% |
| 2018 | 7.8 | -0.9 | -3.7 | -4.3 | -2.9 | -5.5 | 6.7 | -3.4 | -4.6 | -1.9 | -2.8 | -10.7 | -24.4% |
| 2017 | 0.6 | 7.5 | -6.2 | 1.2 | -3.8 | 6.8 | 5.2 | -3.0 | 5.9 | 3.8 | 3.2 | 1.7 | +24.2% |
| 2016 | 2.1 |