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Morgan Stanley Inst Global Strat A (MBAAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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17.32-0.02 (-0.12%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.27%
5-Year Average Return4.59%
Number of Years Up20
Number of Years Down7
Best 1 Yr Total Return (Jun 27, 2024)23.12%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return23.12%
Worst 3-Yr Total Return0.00%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMBAAXCategory
YTD3.31%8.60%
1-Month3.44%0.11%
3-Month2.45%4.82%
1-Year13.72%25.33%
3-Year-0.71%8.02%
5-Year5.34%8.06%
10-Year3.89%6.03%
Last Bull Market15.54%13.54%
Last Bear Market-13.08%-13.20%

Annual Total Return (%) History

Year
MBAAXCategory
2024
N/AN/A
2023
13.92%N/A
2022
-17.00%N/A
2021
8.34%N/A
2020
11.21%6.18%
2019
17.66%16.10%
2018
-6.54%-8.26%
2017
16.27%14.79%
2016
5.26%6.04%
2015
-6.48%-4.15%
2014
2.82%1.54%
2013
15.42%10.07%
2012
15.60%10.74%
2011
3.52%-3.99%
2010
10.61%10.58%
2009
23.12%24.37%
2008
-28.65%-28.98%
2007
13.32%11.39%
2006
11.06%16.61%
2005
7.64%6.56%
2004
8.28%15.24%
2003
20.17%25.32%
2002
-13.50%-2.16%
2001
-5.65%-3.23%
2000
-0.93%0.23%
1999
15.91%21.83%
1998
15.09%9.68%
1997
19.26%13.17%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20242.95%N/AN/AN/A
20234.87%2.35%-3.39%9.85%
2022-4.76%-13.08%-8.28%9.31%
20212.90%3.98%-1.44%2.73%
2020-17.53%13.74%6.21%11.62%
20198.05%3.36%-0.65%6.05%
20180.36%-1.66%1.62%-6.82%
20174.48%4.10%3.40%3.38%
20162.17%0.20%3.58%-0.73%
20150.25%-2.15%-6.39%1.84%
20142.09%2.65%-0.82%-1.08%
20133.26%1.39%5.11%4.89%
20128.37%-0.68%6.01%1.32%
20113.51%0.53%-7.96%8.08%
20102.67%-5.69%8.50%5.28%
2009-4.34%10.18%12.06%4.23%
2008-6.62%-2.12%-10.61%-12.67%
20071.44%5.07%4.98%1.28%
20062.31%-1.48%4.28%5.66%
2005-1.92%2.66%4.08%2.71%
20041.85%-0.00%-0.56%6.92%
2003-1.74%11.17%1.96%7.90%
2002-0.64%-8.14%-11.49%7.08%
2001-5.51%2.31%-7.40%5.40%
20004.04%-2.23%1.13%-3.69%
19994.02%5.24%-4.90%11.35%
19988.67%1.39%-6.81%12.08%
19971.31%10.72%6.53%-0.19%

Rank In Category (By Total Return)

YTD72
1-Month36
3-Month73
1-Year51
3-Year81
5-Year60

Load Adjusted Returns

1-Year7.75%
3-Year-2.48%
5-Year4.21%
10-Year3.33%