MORN vs LNC
Comparison between Morningstar Inc (MORN, Company) and Lincoln National Corp (LNC, Company).
Both MORN and LNC are from the Financial Services sector.
5-Year PerformanceMORN has outperformed LNC, delivering a return of -4.4% compared to -8.2%
MORN vs LNC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
MORN vs LNC - Historical Returns
Returns include dividend reinvestment.
MORN vs LNC - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | MORN | LNC |
|---|---|---|
| 2026 | -13.25% | -19.73% |
| 2025 | -34.19% | +47.71% |
| 2024 | +21.97% | +23.19% |
| 2023 | +32.17% | -5.90% |
| 2022 | -35.18% | -54.50% |
| 2021 | +48.27% | +43.70% |
| 2020 | +54.23% | -12.22% |
| 2019 | +40.51% | +17.43% |
| 2018 | +14.36% | -32.91% |
| 2017 | +32.26% | +16.82% |
| 2016 | -6.83% | +38.23% |
| 2015 | +24.65% | -11.17% |
| 2014 | -16.52% | +15.57% |
| 2013 | +23.36% | +91.02% |
| 2012 | +6.51% | +29.92% |
| 2011 | +11.00% | -33.13% |
| 2010 | +9.95% | +7.62% |
| 2009 | +30.79% | +26.26% |
| 2008 | -53.19% | -65.18% |
| 2007 | +72.97% | -10.39% |
| 2006 | +30.96% | +27.38% |
| 2005 | +72.77% | +18.59% |
| 2004 | N/A | +19.80% |
| 2003 | N/A | +27.58% |
| 2002 | N/A | -32.44% |
| 2001 | N/A | +9.83% |
| 2000 | N/A | +24.88% |
| 1999 | N/A | -12.93% |
MORN vs LNC Drawdown Comparison
The maximum drawdown for MORN was -67.92%, occurring on Nov 20, 2008. Recovery took 1479 trading sessions.
The maximum drawdown for LNC was -92.86%, occurring on Mar 9, 2009. Recovery took 2401 trading sessions.
The current MORN drawdown is -48.66%. The current LNC drawdown is -41.65%.
| Rank | MORN | LNC |
|---|---|---|
| #1 | -67.92% Dec 11, 2007 - Oct 25, 2013 | -92.86% May 15, 2007 - Nov 23, 2016 |
| #2 | -56.69% Dec 12, 2024 - Feb 12, 2026 | -79.20% Feb 1, 2018 - Mar 20, 2020 |
| #3 | -49.91% Dec 27, 2021 - Oct 14, 2024 | -52.11% Sep 11, 2000 - Apr 12, 2004 |
| #4 | -35.42% Feb 19, 2020 - Jul 30, 2020 | -51.05% Nov 16, 1999 - Aug 11, 2000 |
| #5 | -28.34% May 19, 2006 - Nov 20, 2006 | -15.22% Apr 12, 2004 - Feb 11, 2005 |
| #6 | -26.97% Nov 22, 2013 - Jul 24, 2015 | -14.22% Feb 11, 2005 - Aug 2, 2005 |
| #7 | -25.71% Aug 31, 2018 - Apr 24, 2019 | -13.33% Feb 15, 2017 - Jul 28, 2017 |
| #8 | -24.04% Aug 11, 2005 - Nov 3, 2005 | -12.27% Aug 8, 2017 - Oct 5, 2017 |
| #9 | -23.03% Apr 1, 2016 - Oct 26, 2017 | -8.86% Sep 16, 2005 - Nov 22, 2005 |
| #10 | -20.92% Nov 11, 2005 - Jan 10, 2006 | -7.23% Feb 14, 2007 - Apr 25, 2007 |
| #11 | -13.66% Apr 23, 2007 - Aug 2, 2007 | -7.16% May 8, 2006 - Aug 16, 2006 |
| #12 | -12.90% Apr 29, 2021 - Aug 4, 2021 | -6.97% Feb 27, 2006 - Apr 27, 2006 |
| #13 | -12.53% Aug 5, 2015 - Mar 28, 2016 | -5.59% Aug 31, 2000 - Sep 8, 2000 |
| #14 | -11.85% Feb 16, 2021 - Apr 26, 2021 | -5.47% Aug 22, 2000 - Aug 30, 2000 |
| #15 | -11.46% Aug 8, 2007 - Oct 2, 2007 | -5.42% Oct 27, 2017 - Dec 4, 2017 |
Correlation
Correlation between MORN and LNC is 0.33 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (2000 - 2026)
MORN vs LNC dividend yield comparison.
| Year | MORN | LNC |
|---|---|---|
| 2026 | 0.55% | 2.55% |
| 2025 | 0.84% | 4.04% |
| 2024 | 0.48% | 5.68% |
| 2023 | 0.52% | 6.67% |
| 2022 | 0.66% | 5.86% |
| 2021 | 0.28% | 2.46% |
| 2020 | 0.65% | 3.18% |
| 2019 | 0.74% | 2.51% |
| 2018 | 0.91% | 2.57% |
| 2017 | 0.95% | 1.51% |
| 2016 | 1.20% | 1.51% |
| 2015 | 0.95% | 1.59% |
| 2014 | 1.05% | 1.11% |
| 2013 | 0.48% | 0.93% |
| 2012 | 0.84% | 1.24% |
| 2011 | 0.25% | 1.03% |
| 2010 | 0.09% | 0.14% |
| 2009 | 0.00% | 0.96% |
| 2008 | 0.00% | 8.81% |
| 2007 | 0.00% | 2.71% |
| 2006 | 0.00% | 2.29% |
| 2005 | 0.00% | 2.75% |
| 2004 | 0.00% | 3.00% |
| 2003 | 0.00% | 3.32% |
| 2002 | 0.00% | 4.05% |
| 2001 | 0.00% | 2.51% |
| 2000 | 0.00% | 2.45% |
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