Try your own numbers
it would be worth today
$4,771
+$3,771 profit4.77x19.6% a year
The same $1,000 in an S&P 500 index fund: $3,300
Its shares paid about $102.72 in dividends over the last 12 months.
Aftertax on the gain, you’d keep$4,206
US federal long-term rates: 15% for most people, 0% on lower incomes, 20% + 3.8% on high incomes. No state tax included; none inside a Roth IRA.
Growth Over Time
Performance Metrics
Total Invested
$1,000.00
Current Value
$4,771.29
Total Profit
$3,771.29
Multiplier
4.77x
CAGR
19.6%
Max Drawdown
-36.0%
Inflation-Adjusted
$3,675.06
Benchmark Comparison
How does $1,000.00 invested in 2018 compare across different asset classes?
| Asset | Value Today | Return |
|---|---|---|
| Morgan Stanley | $4,771.29 | 4.77x |
| S&P 500 | $3,300.00 | 3.30x |
| Gold | $3,234.15 | 3.23x |
| Savings (2% APY) | $1,189.06 | 1.19x |
Dividends
Over the last 12 months, the 24.75 shares you'd own now paid about $102.72 in dividends (about $8.56 a month). That's 10% of the $1,000 put in.
Price growth alone turned $1,000 into $3,693; reinvested dividends added the other $1,078, 29% of the gain.
Dividends from Yahoo Finance. Shares today assume every dividend was reinvested.
Back in 2018
- In July 2018, Morgan Stanley named Sigal Zarmi, chief information officer at PricewaterhouseCoopers, to a newly created Head of Transformation role in its technology division. fortune.com
- In 2018, a gallon of gas averaged $2.72, a movie ticket averaged $9.11 and the new iPhone XS started at $999. eia.govapple.comhollywoodreporter.com
- During 2018 itself, Morgan Stanley fell 21%, #71 of the 94 investments we track. The best was The Trade Desk (+150%); the worst was Cardano (−94%). Full 2018 results →
$1,000 in Morgan Stanley, year by year
Of the 94 investments we track that were available at the start of 2018, Morgan Stanley ranks #27 by growth to today — just behind Nasdaq-100 ETF (QQQ) and ahead of Goldman Sachs. See the full 2018 ranking →
Morgan Stanley started 2018 8.5% below its start-of-2007 high, after rising 24% in 2017. It was worth less than the $1,000 put in at the start of 2019, and has been above it since the start of 2020. Today's $4,771 is more than it was worth at any January since. It rose in 6 of the 8 full years since. It moved ahead of the same $1,000 in the S&P 500 at the start of 2022 and has stayed ahead since. Month by month, the deepest fall ran from Feb 2018 ($1,077) to Mar 2020 ($689.19), a drop of 36%. At its lowest month-end, in Mar 2020, it was worth $689.19.
| When | Worth | Change | S&P 500 |
|---|---|---|---|
| Start of 2018 | $1,000 | — | $1,000 |
| Start of 2019 | $791 | −21% | $956 |
| Start of 2020 | $1,049 | +33% | $1,257 |
| Start of 2021 | $1,419 | +35% | $1,489 |
| Start of 2022 | $2,129 | +50% | $1,916 |
| Start of 2023 | $1,886 | −11% | $1,569 |
| Start of 2024 | $2,146 | +14% | $1,981 |
| Start of 2025 | $2,956 | +38% | $2,477 |
| Start of 2026 | $4,429 | +50% | $2,920 |
| Today | $4,771 | +7.7% | $3,300 |
Values at the start of each year (first trading day for stocks). The S&P 500 column includes reinvested dividends, like the stock values.
Historical Context
At the start of 2018, Morgan Stanley was priced at $40.40 (adjusted for later splits and dividends). $1,000 would have bought about 24.75 shares. Morgan Stanley is an investment bank and wealth manager.
Measured from one January to the next, Morgan Stanley's best year since then was 2021 (+50%) and its worst was 2018 (−21%). Holding on wasn't easy: between the start of 2018 and the start of 2019, the position fell 21% from its high.
Frequently Asked Questions
A $1,000 investment in Morgan Stanley at the start of 2018 would be worth approximately $4,771.29 today — a 4.77x return ($3,771.29 profit) over 8.7 years.
Methodology & Sources
Price data: Historical prices are the closing price on the first trading day of each year, adjusted for splits and dividends (so returns assume dividends were reinvested), from Yahoo Finance and MacroTrends. Current prices come from Yahoo Finance and refresh hourly; if that source is unavailable, the last saved price is used.
Calculation: Assumes a single purchase at the start of 2018 (or the first trading day, for companies that listed that year), held until today. No transaction fees, taxes, or slippage are included.
Benchmarks: The S&P 500 comparison uses the S&P 500 Total Return index (dividends reinvested, like an index fund) at the start of2018 and today. Gold uses the price per troy ounce. Savings account assumes a 2% APY compounded annually.
Inflation adjustment: Uses U.S. CPI-U annual averages from the Bureau of Labor Statistics. The 2026 CPI value is estimated.
Educational purposes only. Past performance does not guarantee future results. Not financial advice.
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$1,000 in Morgan Stanley, by year
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