Corporate Performance Graph
Order Forms:
The Corporate Performance Graph allows CFOs, Treasurers, Controllers, and Investor Relations Officers to meet the reporting requirement of the U.S. Securities and Exchange Commission (SEC), which mandates SEC-registered companies to include a company performance graph in their annual report (FORM 10-K).
More than 1,000 corporate clients have relied on Hemscott’s corporate performance graph service since the advent of the SEC ruling in 1992. Morningstar acquired the Hemscott data business in January 2008 and is continuing to offer this service.
Assumes $100 Invested on January 1, 2003
Assumes Dividend Reinvested
Fiscal Year Ending December 31, 2007

The standard Corporate Performance Graph presents a company’s five-year cumulative total return (including dividend reinvestment) versus the return of its peer group index and against the overall market index. In addition to the chart, each client receives the underlying data points and the list of peer group companies as supporting documentation. The Corporate Performance Graph is also available in customised formats.
Morningstar sends client orders within 48 hours via e-mail and can expedite turnaround times upon request for an additional charge.
- Basic Service
- $549 per graph
$649 with custom peer group - Graphs with Data from Standard & Poor’s
- $949 per graph
$1049 with custom peer group
Additional charges will apply for expedited production or customised formats.
Please contact Jo Ann Crowder to discuss your reporting requirements. Order forms can be sent via fax or e-mail to Jo Ann’s attention.
- Phone
- +1 301-760-2609
- Fax
- +1 312-244-8014
- joann.crowder@morningstar.com
