Morningstar, Inc.MORNNASDAQ
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Asset Growth Recovery in ProgressRecovering
Percentile Rank44
3Y CAGR-19.4%
5Y CAGR-29.3%
Year-over-Year Change
Year-over-year total asset growth rate
3Y CAGR
-19.4%/yr
vs -63.2%/yr prior
5Y CAGR
-29.3%/yr
Recent acceleration
Acceleration
+43.9pp
Accelerating
Percentile
P44
Within normal range
vs 5Y Ago
0.2x
Contraction
Streak
1 qtr
Consecutive growthRecovering
| Period | Value |
|---|---|
| Q4 2025 | 0.92% |
| Q3 2025 | -2.01% |
| Q2 2025 | 1.23% |
| Q1 2025 | 1.05% |
| Q4 2024 | -0.49% |
| Q3 2024 | 4.78% |
| Q2 2024 | 0.42% |
| Q1 2024 | -0.41% |
| Q4 2023 | 1.77% |
| Q3 2023 | -3.29% |
| Q2 2023 | 0.21% |
| Q1 2023 | -0.69% |
| Q4 2022 | 1.75% |
| Q3 2022 | -1.47% |
| Q2 2022 | 20.79% |
| Q1 2022 | 0.23% |
| Q4 2021 | 4.31% |
| Q3 2021 | 1.19% |
| Q2 2021 | 1.37% |
| Q1 2021 | -0.77% |
| Q4 2020 | 5.19% |
| Q3 2020 | 9.02% |
| Q2 2020 | 2.57% |
| Q1 2020 | -3.33% |
| Q4 2019 | 3.87% |
| Q3 2019 | 45.17% |
| Q2 2019 | 1.33% |
| Q1 2019 | 6.73% |
| Q4 2018 | 0.99% |
| Q3 2018 | 0.86% |
| Q2 2018 | -0.65% |
| Q1 2018 | 2.19% |
| Q4 2017 | 1.59% |
| Q3 2017 | 0.56% |
| Q2 2017 | 1.50% |
| Q1 2017 | 0.35% |
| Q4 2016 | 27.50% |
| Q3 2016 | 0.71% |
| Q2 2016 | 1.87% |
| Q1 2016 | 0.36% |