MS monthly performance report
Monthly MS research: returns, drawdown, relative strength, seasonality, and key stats.
MS monthly report
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Key takeaways
- Morgan Stanley (MS) closed August 2026 at $218.27, up 3.73% for the month and +55.40% over the trailing 12 months.
- Year-to-date, MS is +22.95%, outperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading +18.22% versus its 200-day moving average ($184.63), a bullish technical signal.
- Over the past three years, MS has outperformed the S&P 500 by +73.54%, with a relative strength index reading of 143.5.
- Win rate over the trailing 39 months stands at 66.7% — 26 positive months versus 13 negative months.
Morgan Stanley ended August 2026 at $218.27, posting a monthly return of +3.73%. The S&P 500 returned +3.05% over the same window, leaving relative performance at +0.68%.
The current quarter stands at +2.87% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +18.22% versus the 200-day moving average ($184.63).
Year-to-date, MS is +22.95% against SPY +12.89%, a gap of +10.06%. The stock is currently −6.01% below its 52-week high, with maximum 3-year drawdown at −29.24%.
| Period | MS | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.57% | −0.20% | +0.77% |
| 1 Week | +3.16% | +3.90% | −0.74% |
| 1 Month | +3.73% | +3.05% | +0.68% |
| 3 Months | +14.52% | +7.11% | +7.41% |
| 6 Months |