Morningstar, Inc.MORNNASDAQ
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Asset Growth Under PressureDecelerating
Percentile Rank36
3Y CAGR-62.1%
5Y CAGR-38.9%
Year-over-Year Change
Year-over-year total asset growth rate
3Y CAGR
-62.1%/yr
vs +58.1%/yr prior
5Y CAGR
-38.9%/yr
Recent deceleration
Acceleration
-120.2pp
Decelerating
Percentile
P36
Within normal range
vs 5Y Ago
0.1x
Contraction
Streak
1 yr
Consecutive declineDecelerating
| Period | Value |
|---|---|
| 2025 | 1.16% |
| 2024 | 4.28% |
| 2023 | -2.05% |
| 2022 | 21.38% |
| 2021 | 6.18% |
| 2020 | 13.71% |
| 2019 | 63.08% |
| 2018 | 3.42% |
| 2017 | 4.06% |
| 2016 | 31.28% |