MORN ROE - Morningstar, Inc.

Complete source-backed roe history.

Available history: 2008-12-31 to 2026-06-30
Data captured: 2026-09-04

Historical ROE

Date	ROE
2026-06-30	41.18%
2026-03-31	39.54%
2025-12-31	30.62%
2025-09-30	24.83%
2025-06-30	25.03%
2025-03-31	23.88%
2024-12-31	22.85%
2024-09-30	20.85%
2024-06-30	17.15%
2024-03-31	15.39%
2023-12-31	10.63%
2023-09-30	5.70%
2023-06-30	1.85%
2023-03-31	1.39%
2022-12-31	5.84%
2022-09-30	10.49%
2022-06-30	14.64%
2022-03-31	13.65%
2021-12-31	13.65%
2021-09-30	15.31%
2021-06-30	17.73%
2021-03-31	19.27%
2020-12-31	17.59%
2020-09-30	14.94%
2020-06-30	13.69%
2020-03-31	13.82%
2019-12-31	14.03%
2019-09-30	16.01%
2019-06-30	17.40%
2019-03-31	18.00%
2018-12-31	19.58%
2018-09-30	19.35%
2018-06-30	17.96%
2018-03-31	18.73%
2017-12-31	17.01%
2017-09-30	21.60%
2017-06-30	22.27%
2017-03-31	20.92%
2016-12-31	23.12%
2016-09-30	19.34%
2016-06-30	20.54%
2016-03-31	20.90%
2015-12-31	20.72%
2015-09-30	18.67%
2015-06-30	18.48%
2015-03-31	12.36%
2014-12-31	11.98%
2014-09-30	11.66%
2014-06-30	11.89%
2014-03-31	17.29%
2013-12-31	17.89%
2013-09-30	16.53%
2013-06-30	16.87%
2013-03-31	15.93%
2012-12-31	14.90%
2012-09-30	13.65%
2012-06-30	12.24%
2012-03-31	11.12%
2011-12-31	11.50%
2011-09-30	11.25%
2011-06-30	11.37%
2011-03-31	10.78%
2010-12-31	11.07%
2010-09-30	10.20%
2010-06-30	10.46%

Annual ROE

Date	ROE
2025-12-31	30.62%
2024-12-31	22.85%
2023-12-31	10.63%
2022-12-31	5.84%
2021-12-31	13.65%
2020-12-31	17.59%
2019-12-31	14.03%
2018-12-31	19.58%
2017-12-31	17.01%
2016-12-31	23.12%
2015-12-31	20.71%
2014-12-31	11.98%
2013-12-31	17.89%
2012-12-31	14.90%
2011-12-31	11.50%
2010-12-31	11.07%
2009-12-31	12.36%
2008-12-31	16.90%