MS monthly performance report
View MS's monthly returns, drawdown, and seasonality trends — updated every month.
MS monthly report
—
Key takeaways
- Morgan Stanley (MS) closed November 2026 at $190.65, up 3.45% for the month and +15.12% over the trailing 12 months.
- Year-to-date, MS is +7.39%, underperforming the S&P 500 which has returned +10.62% YTD.
- The stock is trading −1.90% versus its 200-day moving average ($194.34), a cautious technical signal.
- Over the past three years, MS has outperformed the S&P 500 by +82.69%, with a relative strength index reading of 148.3.
- Win rate over the trailing 39 months stands at 64.1% — 25 positive months versus 14 negative months.
Morgan Stanley ended November 2026 at $190.65, posting a monthly return of +3.45%. The S&P 500 returned −0.18% over the same window, leaving relative performance at +3.62%.
The current quarter stands at +1.37% (Q4 2026 (QTD)), while medium-term trend remains soft: price is −1.90% versus the 200-day moving average ($194.34).
Year-to-date, MS is +7.39% against SPY +10.62%, a gap of −3.23%. The stock is currently −17.90% below its 52-week high, with maximum 3-year drawdown at −29.24%.
| Period | MS | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.78% | −0.36% | +1.15% |
| 1 Week | +5.08% | +2.59% | +2.48% |
| 1 Month | +3.45% | −0.18% | +3.62% |
| 3 Months | −12.29% | −2.37% | −9.92% |
| 6 Months | −1.64% | +0.83% | −2.47% |
| YTD | +7.39% | +10.62% | −3.23% |
| 12 Months | +15.12% | +12.25% | +2.87% |
| 3 Years | +154.06% | +71.37% | +82.69% |
| Rank | Month | Return |
|---|---|---|
| #1 | Dec 2023 | +17.53% |
| #2 | Apr 2026 | +15.81% |
| #3 | Nov 2024 | +13.21% |
| #4 | Nov 2023 | +12.03% |
| #5 | Oct 2024 | +11.52% |
| Rank | Month | Return |
|---|---|---|
| #1 | Oct 2023 | −13.29% |
| #2 | Mar 2025 | −12.35% |
| #3 | Sep 2026 | −11.83% |
| #4 | Feb 2026 | −8.91% |
| #5 | Jan 2024 | −6.45% |
| Quarter | Return |
|---|---|
| Q3 2025 | +12.85% |
| Q4 2025 | +11.68% |
| Q1 2026 | −7.30% |
| Q2 2026 | +27.02% |
| Q3 2026 | −10.03% |
| Q4 2026 (QTD) | +1.37% |
| Year | Return |
|---|---|
| 2023 | +9.68% |
| 2024 | +34.82% |
| 2025 | +41.21% |
| 2026 | +7.39% |
| Metric | Value |
|---|---|
| 52-Week High | $232.23 (2026-07-15) |
| 52-Week Low | $152.80 (2026-03-12) |
| Current Price | $190.65 |
| 200-Day Moving Average | $194.34 |
| Price vs 200DMA | −1.90% |
| 3-Year Maximum Drawdown | −29.24% (2025-04-04) |
| Current Drawdown from 52W High | −17.90% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 148.3 |
| 3-Year Excess Return vs S&P 500 | +82.69% |
| RS Peak | 180.7 (Jun 2026) |
| RS Trough | 98.2 (Mar 2024) |
| Status | Outperforming Benchmark |
Frequently asked questions
What was MS's return for this report period?
MS returned +3.45% in the latest monthly window ending 2026-11-13.
Has MS outperformed SPY year to date?
YTD MS: +7.39% vs SPY: +10.62%.
What is MS's 12-month return?
+15.12% over the trailing 12 months.
Is MS above or below its 200-day moving average?
Price is −1.90% versus 200DMA ($194.34).
What is the maximum drawdown in the 3-year window?
−29.24% on 2025-04-04.