What if you invested in Morgan Stanley in 2023?
MS · Financial · Data through 2026-06-01
If you invested $1,000 in Morgan Stanley in 2023
The same $1,000 in the S&P 500 would be worth $1,916(+91.6%)
The S&P 500 returned $1,916 on the same $1,000. Morgan Stanley beat the market by $486.
Try a different start date
Pick any month and year to see what Morgan Stanley would be worth.
Compare Morgan Stanley to another stock
See how Morgan Stanley stacks up since 2023, head to head.
What if Morgan Stanley keeps this up?
Project forward at Morgan Stanley's 27.7% historical growth rate. See 5-30 year scenarios.
Growth of $1,000
Morgan Stanley vs. S&P 500 vs. US Dollar, 2023 to present
Year-by-Year Returns
$1,000 invested in Morgan Stanley starting January 2023
| Year | Price | Value | Annual |
|---|---|---|---|
| 2023 | $86.99 | $1,000 | - |
| 2024 | $81.00 | $931 | -6.9% |
| 2025 | $133.21 | $1,531 | +64.5% |
| 2026 | $180.83 | $2,079 | +35.7% |
What this return means
A $1,000 stake in Morgan Stanley (MS) from 2023 has grown to $2,403. That is a +140.3% gain, a little over 2.4x your money, measured to 2026-06-01.
In compound terms that is roughly 27.7% a year, well above what a broad index has historically returned. By comparison the S&P 500 returned about $1,916 on the same stake, putting Morgan Stanley ahead by close to $486. The index compounded at about 19.9% a year over that period.
Getting here meant sitting through real volatility. The best single year was 2025 at +64.5%, and the worst was 2024 at -6.9%. These figures use split-adjusted closing prices and exclude dividends, taxes, trading fees, and inflation, so a real after-tax result would differ.
Treat this as history rather than advice. Past performance does not guarantee future results.
What if you invested $100 a month instead?
Most people do not drop a lump sum in on day one. They add a fixed amount every month. Putting $100 into Morgan Stanley at the close of every month from January 2023 through June 2026 means 42 buys and $4,200 contributed over about 3.5 years.
$100/month, dollar-cost averaged
$8,302
+97.7% on $4,200 in
Same $4,200, all in at the start
$10,093
+140.3% on $4,200 in
Going all in at the start beat spreading the buys out by $1,791. That is the usual result when a stock trends up: each monthly buy pays a higher price than the last, so the average cost climbs. Averaging in also meant an average buy price of $105.76 per share across the whole stretch, so the monthly buyer never had to time a single low. Neither number counts dividends, taxes, or trading costs.
Illustrative fixed $100/month example, not a recommendation. Figures are computed from MS split-adjusted monthly closes through June 2026. Past performance does not guarantee future results.
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For informational and educational purposes only. Not financial advice. Past performance does not guarantee future results. All calculations are based on split-adjusted closing prices from Yahoo Finance and do not account for dividends, taxes, or trading fees. See our methodology and full disclaimer.