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Morgan Stanley Inst Global Strat Instl (MPBAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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17.82+0.14 (+0.79%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.57%
5-Year Average Return4.90%
Number of Years Up23
Number of Years Down8
Best 1 Yr Total Return (Jul 2, 2024)23.52%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return23.52%
Worst 3-Yr Total Return0.32%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMPBAXCategory
YTD4.38%8.60%
1-Month0.97%0.11%
3-Month1.32%4.82%
1-Year11.03%25.33%
3-Year0.25%8.02%
5-Year4.91%8.06%
10-Year4.23%6.03%
Last Bull Market15.78%13.54%
Last Bear Market-13.05%-13.20%

Annual Total Return (%) History

Year
MPBAXCategory
2024
N/AN/A
2023
14.29%N/A
2022
-16.71%N/A
2021
8.68%N/A
2020
11.53%6.18%
2019
18.04%16.10%
2018
-6.29%-8.26%
2017
16.67%14.79%
2016
5.58%6.04%
2015
-6.15%-4.15%
2014
3.13%1.54%
2013
15.78%10.07%
2012
15.85%10.74%
2011
3.84%-3.99%
2010
10.78%10.58%
2009
23.52%24.37%
2008
-28.42%-28.98%
2007
13.58%11.39%
2006
11.41%16.61%
2005
7.90%6.56%
2004
8.55%15.24%
2003
20.40%25.32%
2002
-13.29%-2.16%
2001
-5.37%-3.23%
2000
-0.72%0.23%
1999
16.29%21.83%
1998
15.40%9.68%
1997
19.61%13.17%
1996
15.37%14.59%
1995
27.34%16.98%
1994
-1.93%-4.05%
1993
10.33%21.85%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.02%1.32%N/AN/A
20234.94%2.39%-3.28%9.97%
2022-4.65%-13.05%-8.18%9.42%
20212.99%4.05%-1.37%2.82%
2020-17.50%13.92%6.21%11.74%
20198.14%3.46%-0.58%6.12%
20180.41%-1.58%1.67%-6.73%
20174.58%4.13%3.55%3.46%
20162.29%0.26%3.68%-0.71%
20150.38%-2.08%-6.36%1.96%
20142.21%2.70%-0.76%-1.00%
20133.38%1.38%5.21%5.00%
20128.43%-0.62%6.06%1.37%
20113.58%0.66%-7.96%8.20%
20102.67%-5.62%8.55%5.32%
2009-4.33%10.24%12.23%4.35%
2008-6.54%-2.06%-10.53%-12.60%
20071.51%5.05%5.11%1.33%
20062.48%-1.42%4.25%5.78%
2005-1.83%2.72%4.14%2.75%
20041.94%0.04%-0.50%6.97%
2003-1.74%11.33%2.00%7.90%
2002-0.64%-8.04%-11.47%7.20%
2001-5.42%2.31%-7.26%5.45%
20004.11%-2.22%1.20%-3.62%
19994.09%5.38%-4.82%11.40%
19988.74%1.53%-6.80%12.15%
19971.39%10.80%6.60%-0.13%
19963.78%2.94%1.48%6.41%
19956.86%7.77%5.65%4.66%
1994-3.17%-0.81%2.35%-0.24%
19933.35%1.38%3.34%1.91%

Rank In Category (By Total Return)

YTD51
1-Month31
3-Month24
1-Year42
3-Year69
5-Year54

Load Adjusted Returns

1-Year11.03%
3-Year0.25%
5-Year4.91%
10-Year4.23%