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Morgan Stanley Inst Permanence C (MSHOX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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12.98+0.01 (+0.08%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.05%
5-Year Average Return0.00%
Number of Years Up2
Number of Years Down1
Best 1 Yr Total Return (Jun 17, 2024)25.15%
Worst 1 Yr Total Return (Jun 17, 2024)N/A
Best 3-Yr Total Return25.15%
Worst 3-Yr Total Return4.32%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMSHOXCategory
YTD5.31%12.38%
1-Month1.90%5.09%
3-Month-4.02%10.28%
1-Year13.06%41.70%
3-Year4.88%22.56%
5-Year0.00%21.98%
10-Year0.00%15.99%
Last Bull Market34.03%25.99%
Last Bear Market-15.68%-17.29%

Annual Total Return (%) History

Year
MSHOXCategory
2024
N/AN/A
2023
25.15%N/A
2022
-21.47%N/A
2021
15.52%N/A
2020
N/A35.86%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202412.92%N/AN/AN/A
202314.73%6.02%-8.10%11.95%
2022-10.81%-15.68%-3.76%8.48%
2021-0.14%8.00%0.89%6.16%
202025.40%9.41%12.35%N/A

Rank In Category (By Total Return)

YTD92
1-Month94
3-Month97
1-Year100
3-Year72
5-YearN/A

Load Adjusted Returns

1-Year12.06%
3-Year4.88%
5-YearN/A
10-YearN/A