What was Morgan Stanley's compound annual growth rate (CAGR) since 2025?

Morgan Stanley's CAGR from 2025 to September 2026 was 31.6% per year. For comparison, the S&P 500 has historically averaged around 10% annually. Morgan Stanley significantly outperformed traditional equity markets on an annualized basis.

How does Morgan Stanley compare to the S&P 500 since 2025?

The same $1,000 invested in an S&P 500 index fund in 2025 would be worth approximately $1,332.93 today. Morgan Stanley outperformed the index by $281.51 — 1.21x the return of the S&P 500.

How much of the Morgan Stanley gain would you keep after taxes?

Sold today, the $614.44 gain would be a long-term capital gain for US federal tax. At the 15% rate most people pay, you'd keep about $1,522.27. At the top rate of 23.8% (20% plus the 3.8% net investment income tax) you'd keep about $1,468.20, and lower incomes pay 0%. State tax is extra, and gains inside a Roth IRA aren't taxed.

What is the inflation-adjusted return on $1,000 in Morgan Stanley since 2025?

Adjusted for cumulative US inflation since 2025, the real purchasing-power value of the Morgan Stanley position is approximately $1,584.72 in 2025 dollars. Inflation shrinks the gain, but the investment still grew faster than prices.

How did Morgan Stanley perform in 2025?

Morgan Stanley rose 50% during 2025, from $119.41 at the start of the year to $178.95 at the start of 2026.

What If You Invested $1,000 in Morgan Stanley in 2025?

Try your own numbers

If I had putintoat the start of…

it would be worth today

$1,614

+$614.44 profit1.61x31.6% a year

The same $1,000 in an S&P 500 index fund: $1,333

Its shares paid about $34.75 in dividends over the last 12 months.

Aftertax on the gain, you’d keep$1,522

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.

Compare with

Growth Over Time

Performance Metrics

Total Invested

$1,000.00

Current Value

$1,614.44

Total Profit

$614.44

Multiplier

1.61x

CAGR

31.6%

Max Drawdown

-12.6%

Inflation-Adjusted

$1,584.72

Benchmark Comparison

How does $1,000.00 invested in 2025 compare across different asset classes?

Asset	Value Today	Return
Morgan Stanley	$1,614.44	1.61x
S&P 500	$1,332.93	1.33x
Gold	$1,601.07	1.60x
Savings (2% APY)	$1,035.13	1.04x

Dividends

Over the last 12 months, the 8.37 shares you'd own now paid about $34.75 in dividends (about $2.90 a month). That's 3.5% of the $1,000 put in.

Price growth alone turned $1,000 into $1,545; reinvested dividends added the other $69.42, 11% of the gain.

Dividends from Yahoo Finance. Shares today assume every dividend was reinvested.

Back in 2025

In February 2025, UK regulators fined Morgan Stanley, Citi, HSBC and Royal Bank of Canada for sharing sensitive UK government bond trading information in online chats. fortune.com
In 2025, a gallon of gas averaged $3.10 and the new iPhone 17 Pro started at $1,099. eia.gov apple.com
During 2025 itself, Morgan Stanley rose 50%, #17 of the 114 investments we track. The best was Robinhood (+192%); the worst was Polkadot (−73%). Full 2025 results →

$1,000 in Morgan Stanley, year by year

Of the 114 investments we track that were available at the start of 2025, Morgan Stanley ranks #22 by growth to today — just behind Vanguard Tech ETF (VGT) and ahead of General Motors. See the full 2025 ranking →

Morgan Stanley started 2025 at its highest start-of-year price up to then, after rising 38% in 2024. It has been worth more than the $1,000 put in at every January since, and still is today. Today's $1,614 is more than it was worth at any January since. It has been ahead of the same $1,000 in the S&P 500 at every January since, and still is. At its lowest month-end, in Apr 2025, it was worth $938.01.

When	Worth	Change	S&P 500
Start of 2025	$1,000	—	$1,000
Start of 2026	$1,499	+50%	$1,179
Today	$1,614	+7.7%	$1,333

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 2025, Morgan Stanley was priced at $119.41 (adjusted for later splits and dividends). $1,000 would have bought about 8.37 shares. Morgan Stanley is an investment bank and wealth manager.

Frequently Asked Questions

A $1,000 investment in Morgan Stanley at the start of 2025 would be worth approximately $1,614.44 today — a 1.61x return ($614.44 profit) over 1.7 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 2025 (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 of2025 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.