How Long Will It Take the Market to Recover?
Historical data can be a valuable gut check for worst-case scenarios.
morningstar.com
Markets
Market Indexes
Name
|
Value
|
Change
|
Change (%)
| |
|---|---|---|---|---|
| US Market | Closed | 10,049.84 |
156.45
|
1.58%
|
| US Mid Cap | Closed | 13,814.05 |
256.88
|
1.89%
|
| US Small Cap | Closed | 12,227.84 |
283.87
|
2.38%
|
| US Sustainability | Closed | 2,738.51 |
41.18
|
1.53%
|
| Women's Empowerment | Closed | 1,524.49 |
20.90
|
1.39%
|
| Societal Development | 1,266.39 |
3.31
|
0.26%
|
Name
|
Value
|
Change
|
Change (%)
| |
|---|---|---|---|---|
| US Cyclical | Closed | 12,703.14 |
229.07
|
1.84%
|
| US Sensitive | Closed | 16,695.64 |
262.15
|
1.60%
|
| US Defensive | Closed | 14,734.24 |
177.81
|
1.22%
|
Name
|
Value
|
Change
|
Change (%)
| |
|---|---|---|---|---|
| US Market | Closed | 10,049.84 |
156.45
|
1.58%
|
| US Large Cap | Closed | 8,789.51 |
122.78
|
1.42%
|
| US Mid Cap | Closed | 13,814.05 |
256.88
|
1.89%
|
| US Small Cap | Closed | 12,227.84 |
283.87
|
2.38%
|
| DJIA | Closed | 34,086.04 |
368.95
|
1.09%
|
| S&P 500 | Closed | 4,076.60 |
58.83
|
1.46%
|
| Nasdaq | Closed | 11,584.55 |
190.74
|
1.67%
|
Name
|
Value
|
Change
|
Change (%)
| |
|---|---|---|---|---|
| Nikkei 225 | Closed | 27,346.88 |
19.77
|
0.07%
|
| Hang Seng | Closed | 22,072.18 |
229.85
|
1.05%
|
| Shanghai Comp | Closed | 3,284.92 |
29.25
|
0.90%
|
| FTSE 100 | 7,789.12 |
17.42
|
0.22%
| |
| DAX | 15,144.04 |
15.77
|
0.10%
|
Name
|
Value
|
Change
|
Change (%)
| |
|---|---|---|---|---|
| Gold | 1,926.90 |
2.60
|
−0.13%
| |
| Silver | Closed | 23.55 |
0.10
|
0.44%
|
| Platinum | Closed | 1,017.00 |
0.00
|
0.00%
|
| Light Crude | 79.47 |
0.60
|
0.76%
| |
| Natural Gas | 2.72 |
0.04
|
1.30%
|
U.S. Barometer Closed
Gainers, Losers, Actives
Equity Name
|
Price Change
|
Percent Change
|
|---|---|---|
| Tesla |
6.56
|
3.94%
|
| Ford Motor Company |
0.62
|
4.81%
|
| Snap |
0.47
|
4.24%
|
| Advanced Micro Devices |
2.70
|
3.73%
|
| SoFi Technologies |
0.25
|
3.74%
|
| Carvana Co |
0.17
|
1.70%
|
| Amazon.com |
2.58
|
2.57%
|
| Apple |
1.29
|
0.90%
|
| C3ai |
3.55
|
21.78%
|
| Intel Corp |
0.31
|
1.11%
|
News
- GSK 4Q Sales and Earnings Rose, Driven by Specialty Medicines, Vaccines — Update | Dow Jones
- Adani Stocks Extend Losses After $2.5 Billion Share Sale | Dow Jones
- Orsted Raises Dividend Despite Swinging to 4Q Net Loss | Dow Jones
- FTSE 100 Seen Opening Higher Ahead of Fed Decision | Dow Jones
- GSK 4Q Sales and Earnings Rose, Driven by Specialty Medicines, Vaccines | Dow Jones
- ABB E-Mobility Raises Further $350 Million Ahead of IPO | Dow Jones
- Raiffeisen Bank International 4Q Net Profit Rose Boosted by Higher Interest Rates | Dow Jones
- Novo Nordisk Launches $4 Billion Buyback as 4Q Earnings Beat Forecasts | Dow Jones
- BBVA Launches EUR422 Million Buyback After 4Q Profit Rose on Higher Lending | Dow Jones
- Novartis Lifts Dividend Despite 4Q Sales, Profit Decline | Dow Jones
Features
3 Cheap International Stocks to Buy and Hold
Experts forecast that international stocks will outperform U.S. stocks in the coming decade.
Is It Time to Pick Up the Pieces After Last Year’s Bond Market Storm?
Reflections on a grueling year, and two funds to consider should bonds bounce back.
10 Outperforming Actively Managed Stock ETFs
Low-volatility strategies and energy-heavy portfolios helped these hybrid fund strategies deliver for investors.
Active Management’s 2022 ‘Triumph’ Is a Mirage
Dunn’s Law reveals the true story.
Why Investors Should Brace for a Tough-Talking Fed This Week
Markets see rate cuts in 2023, but the Fed doesn’t.
Earnings
What to Watch
How the World’s Largest ETF Changed Financial Markets
5 charts showing SPY’s web of influence.
Gold Set a Low Bar in 2022
The disappointing year highlights the risks of investing in gold-equity funds.
Will the January Jobs Report Show Any Signs of Weakness in Hiring?
Economists forecast another healthy reading on employment but are on watch for cracks in the foundation.
10 Stocks for a Recession
These undervalued stocks come from high-quality companies in defensive sectors.
6 Undervalued Biotech Stocks for 2023
These stocks from the Morningstar US Biotechnology Index look cheap.
A Toolkit for the Worst-Case Scenario: Job Loss
How to deal with the blow and get back on your feet.
Strategies for Making College More Affordable
Plus, tips on the application process, how choice affects success later in life, and more.
Tax Season
Susan Dziubinski
The Best Funds for Rebalancing in 2023
John Rekenthaler
What to Know About Small-Value Funds
David Sekera
10 Undervalued Dividend Stocks for 2023
Sarah Newcomb
What to Do If You Lose Your Job
Christine Benz
Retirement Income and Safe Withdrawal Rates in 2023
Amy C. Arnott
What Your Net Worth Statement Is Telling You
Russel Kinnel
20 Funds for Investors to Consider in 2023
Morningstar Stock Analyst Reports
See what Morningstar experts are saying about these key stocks. Limited time only.
Exchange
|
Name
|
Rating
|
|---|---|---|
| MRNA | Moderna Inc | |
| PFE | Pfizer Inc | |
| DIS | The Walt Disney Co | |
| WMT | Walmart Inc |
3 Top Growth Stocks to Buy and Hold in 2023
The long-term outlooks for these companies solid—and their stocks are cheap.
10 Undervalued Dividend Stocks for 2023
These dividend stocks have attractive yields and are cheap, to boot.
11 Undervalued Defensive Stocks for 2023
Veeva, Clorox, and Kellogg are among the defensive stocks trading below our analysts’ fair value estimates.
5 Most Overvalued Stocks Right Now
You may want to check your portfolio for these overpriced names.
Can the Travel Industry’s Recovery Continue?
Even with inflation and economic uncertainty, people still want to take trips.
Can the 60/40 Portfolio Bounce Back in 2023?
Performance probably can’t get much worse than it was in 2022.
The Best Funds for Rebalancing in 2023
These top-rated ETFs and mutual funds can bring balance to portfolios with off-kilter asset allocations.
Your 2023 Portfolio Checkup
How to position your investments in the new year after a challenging 2022.
How Did the Retirement Saver Portfolios Perform in 2022?
Falling stock and bond markets left these fully invested ETF and mutual fund portfolios with few places to hide.
How Did the Bucket Portfolios Perform in 2022?
A tough market environment played to the strengths of these conservative-leaning portfolios, though they couldn’t escape losses.
The Best Companies to Own: 2023 Edition
These companies stand out from the competition and can be good choices for long-term investing.
Best International Companies to Own: 2023 Edition
These companies from various corners of the globe are well positioned for the future.
Best Innovative Companies to Own: 2023 Edition
These companies are expected to benefit from disruptive technologies.
Best Financial-Services Companies to Own: 2023 Edition
What drives these firms’ competitive advantages varies by industry.
Best Sustainable Companies to Own: 2023 Edition
We believe these companies’ strong ESG management practices give them a long-term advantage.
The Best Dividend Funds
These mutual funds and ETFs invest in dividend stocks and earn high ratings from Morningstar in 2023.
U.S. Fund Flows: Investors Bail in 2022
Funds suffered their first calendar year of outflows since Morningstar started tracking, a total of $370 billion.
The Best Funds for Rebalancing in 2023
These top-rated ETFs and mutual funds can bring balance to portfolios with off-kilter asset allocations.
Investing in REITs vs. Direct Real Estate
We navigate the pros and cons of real estate investment options.
3 Great Global Funds
What kind of fund is a mainstay in the rest of the world, but not the United States? Global funds.
Practice Made Perfect: How Advisors Can Solve the Capacity Problem
Here’s how to grow your practice without sacrificing excellent service to clients.
Who Does and Doesn’t Get to Skip RMDs Under the New 10-Year Rule
A look at how Notice 2022-53 has affected the tax code.
Why Advisors Should Bother With Tax Alpha
A simple way to boost investment performance without adding risk.
10 Questions With RBC Portfolio Manager Philippe Langham
Where he sees opportunities and risks today.
Creating an Environment Where Clients Feel Safe
Advisor Zaneilia Harris offers her own experiences to gain clients’ trust.
How Did the Retirement Saver Portfolios Perform in 2022?
Falling stock and bond markets left these fully invested ETF and mutual fund portfolios with few places to hide.
3 Tricky Decisions for Every Retirement Plan
Not even experts agree about the ‘right’ withdrawal rate, long-term-care insurance, and annuities.
Can I Take a Loan From My 401(k)?
Before you take a loan from your retirement savings plan, consider an emergency fund.
How Much Should I Have in My 401(k)?
If you’re enrolled in a 401(k) plan, here is what you need to know about this retirement savings vehicle.
Get a Tax-Smart Plan for In-Retirement Withdrawals
Consider these strategies to stretch out your tax savings during your retirement years.
10 Cheap Stocks With Wide Moats and Low ESG Risk
For sustainable investors, explore opportunities in GSK, Guidewire, Disney, TSMC, and more.
5 Tips for Managing Your Portfolio and Sustainability in 2023
Recommit to diversification with ESG funds and start thinking about your retirement plan.
ESG Investing Keeps Pace With Conventional Investing in 2022
A look at Morningstar’s sustainability indexes and which funds outperformed.
How to Find Funds That Address Systemic Racism and the Wealth Gap
This Martin Luther King Jr. Day, consider what tools you can use to create change.
What to Make of Reports that Assets Invested Sustainably Are Down
Cutting through the noise around a new report from US SIF.