Check historical price trends and seasonality for Morgan Stanley (MS).
Morgan Stanley (MS) average YTD return over the past 10 years is +21.11%.
Over the past 10 years, the return for the specified period (Jan 16 for 60 days) is -8.62%.
2 wins 3 losses with a win rate of 40.00%.
1) Overview:
Morgan Stanley's stock typically experiences a strong bullish phase from late May through the end of the year. This uptrend begins with a recovery in late May, followed by a significant climb, peaking around December 27 with a gain of +22.1%. The most bearish period tends to occur in March and early April, with a notable dip of -6.3% around April 5. From January to late May, the stock generally consolidates with smaller positive and negative movements.
2) Buy-the-dip points:
The most significant dip, presenting a potential buying opportunity, occurs in early April, specifically around April 5, with an average drop of -6.3%. This pullback is likely due to profit-taking after the initial January gains and broader market corrections that often occur in the spring. Another potential buying opportunity arises in late March, with a dip of -5.7% around March 23. These pullbacks offer strategic entry points before the stock begins its strong upward trend in late May.
3) Summary:
Based on historical seasonality, a strategic investment approach for Morgan Stanley would involve accumulating shares during the weakness in late March and early April. Specifically, consider initiating or adding to positions around April 5, capitalizing on the -6.3% dip. Be prepared to hold through the summer months as the stock typically enters a strong bullish phase, culminating in substantial gains by the end of December.
| Year | Start Date | Start Price | End Date | End Price | Return | Rate (%) |
|---|---|---|---|---|---|---|
| 2025 | 2025-01-16 | 135.8100 | 2025-03-16 | 115.3400 | -20.4700 | -15.07 |
| 2024 | 2024-01-16 | 85.9700 | 2024-03-15 | 88.3800 | 2.4100 | 2.80 |
| 2020 | 2020-01-16 | 56.4400 | 2020-03-15 | 37.5000 | -18.9400 | -33.56 |
| 2019 | 2019-01-16 | 44.4900 | 2019-03-16 | 43.3300 | -1.1600 | -2.61 |
| 2018 | 2018-01-16 | 54.6000 | 2018-03-16 | 57.5100 | 2.9100 | 5.33 |
| Avg | 75.4620 | 68.4120 | -7.05 | -8.62 |
| Day \ Month | Jan Total +1.85% | Feb Total -1.32% | Mar Total -4.20% | Apr Total +3.44% | May Total +1.75% | Jun Total +1.72% | Jul Total +5.59% | Aug Total +1.42% | Sep Total -1.44% | Oct Total +2.61% | Nov Total +8.89% | Dec Total +1.90% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 Avg +0.10% | 0.00% | +0.30% | +0.44% | -0.30% | -0.31% | +0.61% | +0.21% | -0.92% | +0.34% | -0.45% | +0.57% | +0.66% |
| 2 Avg +0.18% | +0.31% | -0.31% | +0.54% | +0.75% | +0.42% | +0.50% | +0.26% | -1.21% | +0.09% | -0.22% | +0.79% | +0.23% |
| 3 Avg 0.00% | +0.05% | +0.26% | -0.29% | -0.80% | -0.04% | -0.05% | +0.39% | +0.47% | -0.71% | +0.18% | +0.33% | +0.20% |
| 4 Avg +0.25% | +1.10% | +1.10% | -0.37% | -1.08% | -0.11% | +0.82% | 0.00% | +0.21% | +0.32% | +0.85% | +0.19% | +0.01% |
| 5 Avg -0.17% | -0.20% | -0.49% | -0.44% | -0.58% | +0.07% | +0.23% | -0.45% | -0.23% | -0.38% | +0.43% | +0.33% | -0.28% |
| 6 Avg +0.18% | +1.04% | +0.50% | -0.84% | +0.63% | -0.01% | +0.89% | -0.23% | +0.48% | -0.76% | -0.25% | +0.88% | -0.20% |
| 7 Avg -0.04% | -0.32% | -0.07% | -0.64% | -0.24% | +0.66% | +0.05% | +0.08% | +0.01% | -0.02% | -0.33% | +0.17% | +0.16% |
| 8 Avg +0.09% | -0.04% | -1.39% | -0.24% | +0.97% | +0.63% | -0.04% | +0.02% | +0.49% | -0.09% | 0.00% | +0.15% | +0.57% |
| 9 Avg +0.27% | -0.16% | +0.56% | -0.76% | +1.63% | -0.11% | -0.20% | +0.60% | -0.02% | +0.79% | -0.01% | +0.86% | +0.09% |
| 10 Avg -0.14% | -0.04% | -0.32% | -0.26% | -0.56% | +0.10% | -1.07% | +0.49% | -0.10% | -0.16% | -0.49% | +1.12% | -0.43% |
| 11 Avg -0.08% | +0.47% | -0.84% | -0.04% | -0.36% | -0.67% | -0.84% | +0.18% | +0.57% | +0.37% | -0.61% | +0.95% | -0.10% |
| 12 Avg +0.22% | -0.11% | +1.38% | -1.11% | +0.60% | -0.21% | +0.22% | +0.77% | +0.26% | +0.62% | +0.03% | -0.29% | +0.53% |
| 13 Avg +0.08% | -0.31% | -0.17% | +1.70% | -0.12% | -0.37% | -0.33% | +0.12% | -0.01% | +0.20% | +0.47% | -0.10% | -0.11% |
| 14 Avg +0.24% | +0.10% | +0.43% | +0.31% | +0.63% | +0.69% | -0.58% | +0.24% | +0.28% | +0.32% | +0.14% | +0.23% | +0.07% |
| 15 Avg +0.22% | -0.01% | +0.78% | -0.53% | -0.44% | +0.23% | +0.47% | +0.49% | -0.23% | +0.19% | +0.79% | +0.70% | +0.24% |
| 16 Avg +0.21% | +0.93% | +0.09% | -0.85% | +0.01% | -0.11% | +0.11% | +0.24% | +0.52% | -0.07% | +1.47% | +0.10% | +0.11% |
| 17 Avg +0.06% | +0.07% | -0.36% | +0.96% | +1.15% | +0.10% | -0.53% | +0.11% | -0.50% | -0.40% | +0.73% | -0.25% | -0.42% |
| 18 Avg +0.03% | -0.07% | -0.20% | -0.49% | +0.06% | +0.80% | -0.11% | +1.00% | -0.15% | +0.29% | -0.13% | +0.15% | -0.74% |
| 19 Avg +0.11% | +0.38% | +0.35% | +0.02% | +1.33% | -0.91% | -0.07% | +0.19% | -0.16% | +0.57% | -0.43% | +0.05% | +0.03% |
| 20 Avg -0.07% | +0.27% | -0.99% | -0.06% | +0.08% | +0.35% | +0.10% | +0.59% | -0.24% | -0.30% | +0.27% | -0.73% | -0.12% |
| 21 Avg -0.06% | -0.62% | -0.63% | -0.27% | -0.71% | +0.05% | +0.27% | +0.66% | -0.13% | -0.68% | +0.16% | +0.23% | +0.91% |
| 22 Avg -0.10% | -0.11% | +0.26% | -1.14% | +0.29% | -0.18% | -0.35% | -0.30% | +0.25% | -0.13% | +0.17% | +0.32% | -0.21% |
| 23 Avg -0.03% | 0.00% | -0.07% | -1.96% | +0.47% | +0.15% | +0.19% | +0.29% | +0.07% | -0.49% | -0.13% | +0.68% | +0.45% |
| 24 Avg +0.21% | -0.11% | -0.78% | +1.90% | +0.66% | +0.20% | -0.43% | +0.03% | +0.49% | -0.60% | +0.18% | +0.79% | +0.13% |
| 25 Avg +0.15% | +0.09% | +0.24% | +0.23% | -0.41% | +0.11% | +0.46% | +0.32% | +0.14% | +0.07% | +0.19% | +0.33% | 0.00% |
| 26 Avg +0.21% | +0.39% | +0.08% | +0.84% | +0.02% | +1.31% | -0.18% | +0.10% | -0.03% | -0.58% | -0.01% | -0.17% | +0.79% |
| 27 Avg -0.01% | -0.74% | -0.60% | -0.95% | +0.33% | +1.29% | -0.33% | +0.26% | +0.60% | +0.37% | -0.48% | -0.03% | +0.09% |
| 28 Avg +0.03% | +0.35% | -0.44% | -0.10% | +0.25% | -0.80% | +0.86% | -0.50% | +0.33% | +0.21% | +0.20% | +0.26% | -0.30% |
| 29 Avg -0.05% | -0.17% | - | +0.32% | -0.05% | -0.71% | +0.69% | 0.00% | +0.30% | -0.90% | +0.08% | +0.29% | -0.37% |
| 30 Avg -0.06% | -0.18% | - | +0.48% | -0.76% | -0.09% | +0.35% | -0.29% | +0.06% | +0.07% | -0.14% | -0.03% | -0.13% |
| 31 Avg -0.33% | -0.50% | - | -0.59% | - | -0.79% | - | -0.28% | -0.18% | - | -0.05% | - | +0.05% |
| Rank | Stock | Avg Return (%) | Wins | Losses |
|---|
