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Morgan Stanley Inst Inception C (MSCOX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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6.77-0.07 (-1.02%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-10.21%
5-Year Average Return5.42%
Number of Years Up3
Number of Years Down3
Best 1 Yr Total Return (Jun 13, 2024)147.97%
Worst 1 Yr Total Return (Jun 13, 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-11.01%12.40%
1-Month0.15%3.37%
3-Month-10.17%4.88%
1-Year10.54%55.69%
3-Year-24.96%19.34%
5-Year6.13%20.72%
10-Year7.15%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-Month99
3-Month100
1-Year88
3-Year100
5-Year87

Load Adjusted Returns

1-Year9.54%
3-Year-24.96%
5-Year6.13%
10-Year7.15%