MORN ROA - Morningstar, Inc.

Complete source-backed roa history.

Available history: 2009-12-31 to 2026-06-30
Data captured: 2026-09-04

Historical ROA

Date	ROA
2026-06-30	10.69%
2026-03-31	10.10%
2025-12-31	10.42%
2025-09-30	10.57%
2025-06-30	11.13%
2025-03-31	10.71%
2024-12-31	10.42%
2024-09-30	9.16%
2024-06-30	7.22%
2024-03-31	6.28%
2023-12-31	4.15%
2023-09-30	2.12%
2023-06-30	0.66%
2023-03-31	0.49%
2022-12-31	2.03%
2022-09-30	3.62%
2022-06-30	5.24%
2022-03-31	6.43%
2021-12-31	6.75%
2021-09-30	7.73%
2021-06-30	8.82%
2021-03-31	9.52%
2020-12-31	8.29%
2020-09-30	6.86%
2020-06-30	6.33%
2020-03-31	6.23%
2019-12-31	6.41%
2019-09-30	7.31%
2019-06-30	11.10%
2019-03-31	11.23%
2018-12-31	12.59%
2018-09-30	12.47%
2018-06-30	10.97%
2018-03-31	11.19%
2017-12-31	9.74%
2017-09-30	12.16%
2017-06-30	11.96%
2017-03-31	11.09%
2016-12-31	11.92%
2016-09-30	12.08%
2016-06-30	12.48%
2016-03-31	12.75%
2015-12-31	12.90%
2015-09-30	12.40%
2015-06-30	11.80%
2015-03-31	7.95%
2014-12-31	7.75%
2014-09-30	7.66%
2014-06-30	7.55%
2014-03-31	11.94%
2013-12-31	11.98%
2013-09-30	11.65%
2013-06-30	11.63%
2013-03-31	11.24%
2012-12-31	10.37%
2012-09-30	9.71%
2012-06-30	8.80%
2012-03-31	8.23%
2011-12-31	8.39%
2011-09-30	8.28%
2011-06-30	8.43%
2011-03-31	7.99%
2010-12-31	7.95%
2010-09-30	7.50%
2010-06-30	7.77%

Annual ROA

Date	ROA
2025-12-31	10.42%
2024-12-31	10.42%
2023-12-31	4.15%
2022-12-31	2.03%
2021-12-31	6.75%
2020-12-31	8.29%
2019-12-31	6.41%
2018-12-31	12.59%
2017-12-31	9.74%
2016-12-31	11.92%
2015-12-31	12.89%
2014-12-31	7.75%
2013-12-31	11.98%
2012-12-31	10.37%
2011-12-31	8.39%
2010-12-31	7.95%
2009-12-31	8.94%