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Morgan Stanley Inst Inception C (MSCOX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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6.69-0.20 (-2.90%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-11.27%
5-Year Average Return6.01%
Number of Years Up3
Number of Years Down3
Best 1 Yr Total Return (May 22, 2024)147.97%
Worst 1 Yr Total Return (May 22, 2024)N/A
Best 3-Yr Total Return147.97%
Worst 3-Yr Total Return-16.29%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMSCOXCategory
YTD-11.14%12.40%
1-Month-13.55%3.37%
3-Month-2.33%4.88%
1-Year20.72%55.69%
3-Year-26.32%19.34%
5-Year5.72%20.72%
10-Year7.13%13.98%
Last Bull Market36.93%27.85%
Last Bear Market-36.42%-24.06%

Annual Total Return (%) History

Year
MSCOXCategory
2024
N/AN/A
2023
52.94%N/A
2022
-59.90%N/A
2021
-4.37%N/A
2020
147.97%38.62%
2019
35.48%27.68%
2018
-0.78%-5.76%
2017
N/A21.50%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20242.79%N/AN/AN/A
202320.89%17.62%-7.13%15.82%
2022-26.40%-36.42%-1.39%-13.09%
202123.31%10.81%-16.36%-16.33%
2020-17.11%72.47%19.35%45.32%
201930.20%5.80%-10.10%9.40%
20182.58%12.77%7.55%-20.25%
2017-1.55%6.87%N/AN/A

Rank In Category (By Total Return)

YTD100
1-Month100
3-Month95
1-Year11
3-Year100
5-Year62

Load Adjusted Returns

1-Year19.72%
3-Year-26.32%
5-Year5.72%
10-Year7.13%