| Morgan Stanley is a financial holding company. Through its subsidiaries and affiliates, Co. advises, and originates, trades, manages and distributes capital for, governments, institutions and individuals. Co.'s segments are: Institutional Securities, which provides investment banking, sales and trading, lending and other services; Wealth Management, which provides brokerage and investment advisory services, financial and wealth planning services, annuity and insurance products, securities-based lending, residential real estate loans and other lending products, banking and retirement plan services; and Investment Management, which provides a range of investment strategies and products. The Morgan Stanley YTD return is shown above.
The YTD Return on the Morgan Stanley YTD return page and across the coverage universe of our site,
is a measure of the total return for a given investment year-to-date for the current calendar year
(up to the end of prior trading session). Arguably, choosing the current calendar year for a measurement
period is on the one hand completely arbitrary, but on the other hand a year-to-date look can be extremely
useful in the context of our country's tax system which taxes gains and income on a calendar year basis.
Thus, researching Year-To-Date Returns is good practice for investors — whether Morgan Stanley YTD return or other benchmarks/peers
— and when doing so it is also important to factor in dividends, because a financial instrument's YTD return is
more than just the change in price if that instrument pays a dividend or coupon. Our website aims to empower investors
by performing the MS YTD return calculation (with any dividends reinvested as applicable), and to provide a
coverage universe of many stocks and ETFs to be able to compare YTD returns.