Morningstar, inc. MORN.US Swing Trading Analysis
US StockIndustrials
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)MORN Swing Trading Score
3
24
15
Explosive Bullish
- AI analysis rates MORN with the highest swing trading score of 5.
- It is mainly due to the positive AI swing signal,along with the relatively low short-term volatility.
- Furthermore, based on historical backtesting, when entering with a swing trading score of 5 and exiting with a score of 1, resulted in 23 trades with a 47.83% win rate and an average profit/loss of 4.12%.
MORN Historical Swing Trading Score
You can use historical scores of 3 or above to observe potential performance and make investment decisions.
MORN Swing Trading Strategy Backtest
The following backtest is based on specified rules since 2007. Price chart shows buy/sell time, cumulative returns, and backtesting statistics.
Entry
Exit
The Backtest Result of MORN from 2007/01 till Now
- 331.57%
- Cumulative Return
- 8.31%
- Annual Return
- 21.47%
- Volatility
- 0.39
- Sharpe Ratio
Statistics data for entering at or above a Swing Trading score of 4 and exiting at or below a Swing Trading score of 2 from January, 2007 to May, 2025. (Total Trades: 144)
| MORN | Sector | US Overall Market | |
|---|---|---|---|
| Wining Rate | 46% | 44% | 43% |
| Avg Return | 1.5% | 3% | 2.2% |
| Avg Profit | 7.8% | 15.6% | 14.5% |
| Avg Loss | -3.9% | -7.1% | -7.3% |
| Avg Risk-Reward Ratio | 199.7% | 220.9% | 199.9% |
Update to 2025/5/9 (Daily Update)