Morningstar Inc (MORN) Daily/Weekly Backtest Results

Signal:                
                   
              [ What are these? | Switch to MORN's monthly backtests ]
Fixed profit target:               -or-  
Show signal scores:       Scores:           Market sector score:       [ What are these scores? ]
Expectancy: 6.39%.   Win rate: 76.32%.   Sharpe Ratio: -6.366.   Maximum drawdown: -43.11% on 28 April 2023.
Mean CAGR: 136.89%. Time in market: 6344 days.   Hypothetical return: $1000 would be worth $3999.14 on 17 July 2024.
Key: change_history : profitable trade change_history : breakeven trade (minimal loss after 2 years) change_history : losing trade (not profitable in a 2 year timeframe)


*Transaction costs, taxes and dividends are excluded from these calculations. Past performance may not necessarily be a reliable guide to future performance.

Calculations for Morningstar

Expectancy is the percentage profit or loss you would expect to make on the next purchase of this stock with an entry point at the specified signal and profit target as set above. Given a large enough sample size, a positive expectancy indicates the trading strategy is likely to be profitable.

Expectancy calculation for 38 signal(s) occurring before 05 August 2024 for a 7.5% profit target: (76.32% * 8.61%) + (21.05% * 0.53%) - (2.63% * 11.17%) = 6.39%.
Wins: 29 Breakevens: 8 Losses: 1

To even out CAGR calculations, large individual returns from particularly quick trades have been capped at 300%.

The Sharpe Ratio calculation assumes a risk free return rate of 2% per calendar year. Ideally the ratio should be a positive number. A higher positive number indicates the strategy has a more attractive risk adjusted rate of return for this particular buy signal and stock over the chart's timeframe.

Morningstar Analysis

Market sector: Financials.

External links: Seeking Alpha Research, Zacks Research.

These links may show useful information about why a stock's price has fallen significantly.

Most Recent Buy Signals
Date Signal Type Scores Performance
Signal Sector WR Speed Risk Overall 5% 6% 7.5%
31 July 2026 Mega Dump Lite 52 54 92 92 53 61 schedule schedule schedule
08 July 2026 Gap Down 46 69 92 91 58 61 schedule schedule schedule
29 June 2026 Oversold Rebound 58 51 92 91 58 64 select_check_box electric_boltelectric_boltelectric_bolt schedule schedule
29 June 2026 Mega Dump Lite 50 51 92 91 58 59 schedule schedule schedule
29 June 2026 Mega Dump 68 51 92 91 58 70 schedule schedule schedule
26 June 2026 Simple Mean Reversion 93 60 92 91 58 87 select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt
25 June 2026 Super Oversold (GD) 84 53 92 91 58 79 schedule schedule schedule
24 June 2026 Gap Up 69 38 92 91 58 65 select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt
22 June 2026 26 Week Low 58 50 92 91 58 64 schedule schedule schedule
22 June 2026 52 Week Low 53 50 92 91 58 61 schedule schedule schedule

MegaDump Lite Backtest Summary (Fixed Profits System)

This table summarises how profitable it would have been to have bought this stock at each MegaDump Lite entry signal. Hover over the icons to see more details of the particular trade, including the maximum percentage drawdown and how long it took to reach the desired percentage profit.

Key:   disabled_by_default = profit point not achieved. select_check_box = profit point achieved with CAGR above 15%.
select_check_box = profit point achieved with CAGR of between 5% and 15%. select_check_box = profit point achieved but CAGR was less than 5%.

Date Buy Signal Price Scores Performance (mouseover for details)
Signal Sector WR Speed Risk Overall 5% 6% 7.5% 10% 20%
31 July 2026 Mega Dump Lite $ 191.00 52 54 92 92 53 61 schedule schedule schedule schedule schedule
29 June 2026 Mega Dump Lite $ 156.82 50 51 92 91 58 59 schedule schedule schedule schedule schedule
19 May 2026 Mega Dump Lite $ 175.52 49 87 92 89 58 68 schedule schedule schedule schedule schedule
17 April 2026 Mega Dump Lite $ 182.76 40 76 92 88 58 59 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt schedule
17 March 2026 Mega Dump Lite $ 183.56 63 72 92 88 61 74 select_check_box select_check_box select_check_box schedule schedule
13 February 2026 Mega Dump Lite $ 159.22 64 47 92 89 67 66 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_bolt
28 October 2025 Mega Dump Lite $ 218.22 59 67 92 89 72 69 schedule schedule schedule schedule schedule
24 September 2025 Mega Dump Lite $ 236.58 68 75 93 78 63 77 schedule schedule schedule schedule schedule
19 August 2025 Mega Dump Lite $ 259.52 50 64 93 78 62 62 schedule schedule schedule schedule schedule
18 July 2025 Mega Dump Lite $ 290.64 52 63 93 78 62 63 schedule schedule schedule schedule schedule
19 May 2025 Mega Dump Lite $ 308.82 57 49 94 77 62 61 schedule schedule schedule schedule schedule
15 April 2025 Mega Dump Lite $ 282.84 89 91 93 75 64 94 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_bolt schedule
14 March 2025 Mega Dump Lite $ 285.30 67 77 93 79 66 77 select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_bolt select_check_box electric_bolt schedule
14 January 2025 Mega Dump Lite $ 322.17 55 89 93 79 66 72 schedule schedule schedule schedule schedule
02 May 2024 Mega Dump Lite $ 289.87 52 59 92 73 81 61 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt
07 November 2023 Mega Dump Lite $ 262.85 47 84 100 71 93 64 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_bolt select_check_box electric_bolt
06 October 2023 Mega Dump Lite $ 230.71 39 77 100 75 93 56 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt
11 July 2023 Mega Dump Lite $ 201.44 41 76 100 78 94 58 select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_bolt
09 June 2023 Mega Dump Lite $ 204.58 48 67 100 79 93 61 select_check_box electric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt
08 May 2023 Mega Dump Lite $ 185.82 78 70 100 80 94 81 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt
04 April 2023 Mega Dump Lite $ 203.88 70 59 100 82 93 73 select_check_box select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt
03 March 2023 Mega Dump Lite $ 210.06 57 66 100 76 77 67 select_check_box select_check_box select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt
24 January 2023 Mega Dump Lite $ 239.52 74 76 100 76 76 80 select_check_box electric_boltelectric_boltelectric_bolt select_check_box select_check_box select_check_box select_check_box
22 December 2022 Mega Dump Lite $ 213.90 85 86 100 75 77 90 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_bolt
14 October 2022  bubble_chart Mega Dump Lite $ 216.90 89 95 100 75 78 95 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box
12 September 2022  bubble_chart Mega Dump Lite $ 246.58 78 88 100 75 78 87 select_check_box select_check_box select_check_box select_check_box select_check_box
09 August 2022  bubble_chart Mega Dump Lite $ 247.14 71 79 100 75 79 80 select_check_box select_check_box select_check_box select_check_box select_check_box
06 July 2022  bubble_chart Mega Dump Lite $ 246.34 86 94 100 74 77 93 select_check_box select_check_box select_check_box select_check_box select_check_box
01 June 2022  bubble_chart Mega Dump Lite $ 249.51 83 89 100 70 78 89 select_check_box select_check_box select_check_box select_check_box select_check_box
28 April 2022  bubble_chart Mega Dump Lite $ 269.20 80 94 100 79 83 90 select_check_box select_check_box select_check_box select_check_box select_check_box
21 March 2022  bubble_chart Mega Dump Lite $ 281.92 38 73 100 77 85 55 select_check_box select_check_box select_check_box select_check_box select_check_box
15 February 2022  bubble_chart Mega Dump Lite $ 282.05 46 75 100 77 85 62 select_check_box select_check_box select_check_box select_check_box select_check_box
13 January 2022  bubble_chart Mega Dump Lite $ 308.20 49 87 100 72 85 66 disabled_by_default disabled_by_default disabled_by_default disabled_by_default disabled_by_default
25 June 2021  bubble_chart Mega Dump Lite $ 248.59 61 66 100 76 89 69 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt
24 May 2021  bubble_chart Mega Dump Lite $ 236.42 39 59 100 72 87 52 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_bolt select_check_box electric_bolt
01 April 2021  bubble_chart Mega Dump Lite $ 229.42 60 74 100 69 89 70 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_bolt
01 March 2021  bubble_chart Mega Dump Lite $ 228.31 46 45 100 71 87 52 select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_bolt select_check_box electric_bolt
19 January 2021  bubble_chart Mega Dump Lite $ 223.86 58 55 100 75 92 63 select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_bolt
01 July 2020 Mega Dump Lite $ 144.66 64 77 100 82 86 75 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_bolt
06 April 2020 Mega Dump Lite $ 113.22 92 95 100 81 87 97 select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt
04 March 2020 Mega Dump Lite $ 145.99 70 86 100 81 79 82 select_check_box select_check_box select_check_box select_check_box electric_bolt select_check_box electric_bolt
08 November 2019 Mega Dump Lite $ 154.89 62 80 100 79 79 75 select_check_box select_check_box select_check_box select_check_box select_check_box
07 October 2019 Mega Dump Lite $ 144.24 69 84 100 81 83 80 select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box
16 May 2019 Mega Dump Lite $ 132.35 53 59 100 88 72 63 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_bolt
23 January 2019 Mega Dump Lite $ 116.19 74 80 100 82 81 82 select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_bolt select_check_box electric_boltelectric_bolt
21 December 2018 Mega Dump Lite $ 106.37 92 97 100 83 84 98 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_bolt
19 November 2018 Mega Dump Lite $ 117.79 51 86 100 97 71 70 select_check_box electric_bolt select_check_box electric_bolt select_check_box select_check_box electric_bolt select_check_box electric_bolt
16 October 2018 Mega Dump Lite $ 112.71 59 75 100 97 77 73 select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_bolt
12 February 2018 Mega Dump Lite $ 91.82 48 68 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_boltelectric_bolt
08 May 2017 Mega Dump Lite $ 71.08 49 30 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt
10 November 2016 Mega Dump Lite $ 66.91 71 85 select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_bolt
29 June 2016 Mega Dump Lite $ 76.11 76 91 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box select_check_box select_check_box

 

The data for Morningstar Inc (exchange: XNAS symbol: MORN) was last updated 13 Aug 2026 08:56. Data for this stock is available from 01 Mar 2016 - 12 Aug 2026.