Seasonal Evaluation for Morgan Stanley (MS)
The following tables show quarterly and semi-annual reports.
In the quarterly breakdown, the first through fourth quarters correspond to spring, summer, fall, and winter, respectively.
Detailed definitions for the semi-annual periods are provided in the table headers.
| Overview | 1st Quarter Jan. - Mar. |
2nd Quarter Apr. - Jun. |
3rd Quarter Jul. - Sep. |
4th Quarter Oct. - Dec. |
|---|---|---|---|---|
| Success Rate | 55.00% | 65.00% | 65.00% | 80.00% |
| Median Return | 0.69% | 3.77% | 6.23% | 11.69% |
| Average Return | 5.27% | 7.07% | 6.48% | 10.48% |
| Maximum Gain | 41.96% | 42.06% | 23.40% | 41.74% |
| Gain Year | 2009 | 2020 | 2016 | 2020 |
| Maximum Loss | -33.49% | -25.71% | -41.29% | -30.26% |
| Loss Year | 2020 | 2012 | 2011 | 2008 |
| Based on the past 20 years (2006-2025) | ||||
| Overview | Winter Season Oct. - Mar. |
Summer Season Apr. - Sep. |
First HY Jan. - Jun. |
Second HY Jul. - Dec. |
|---|---|---|---|---|
| Success Rate | 67.50% | 65.00% | 60.00% | 72.50% |
| Median Return | 4.85% | 3.88% | 2.12% | 7.86% |
| Average Return | 7.92% | 6.77% | 6.18% | 8.45% |
| Maximum Gain | 41.96% | 42.06% | 42.06% | 41.74% |
| Gain Year | 2009 | 2020 | 2020 | 2020 |
| Maximum Loss | -33.49% | -41.29% | -33.49% | -41.29% |
| Loss Year | 2020 | 2011 | 2020 | 2011 |
| Based on the past 20 years (2006-2025) | ||||