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Morgan Stanley Inst Inception L (MSSLX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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6.03-0.01 (-0.17%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-10.80%
5-Year Average Return4.97%
Number of Years Up6
Number of Years Down6
Best 1 Yr Total Return (Jul 2, 2024)148.49%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return148.49%
Worst 3-Yr Total Return-16.14%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMSSLXCategory
YTD-9.17%12.40%
1-Month1.99%3.37%
3-Month-11.65%4.88%
1-Year-2.23%55.69%
3-Year-26.82%19.34%
5-Year5.58%20.72%
10-Year6.83%13.98%
Last Bull Market36.81%27.85%
Last Bear Market-36.34%-24.06%

Annual Total Return (%) History

Year
MSSLXCategory
2024
N/AN/A
2023
52.94%N/A
2022
-59.76%N/A
2021
-4.17%N/A
2020
148.49%38.62%
2019
35.91%27.68%
2018
-0.58%-5.76%
2017
20.95%21.50%
2016
-1.17%11.20%
2015
-10.36%-2.41%
2014
-10.43%2.44%
2013
60.97%40.91%
2012
16.21%13.15%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20242.81%-11.65%N/AN/A
202320.81%17.60%-7.01%15.75%
2022-26.45%-36.34%-1.36%-12.86%
202123.34%10.84%-16.32%-16.24%
2020-17.10%72.60%19.34%45.52%
201930.28%5.84%-10.01%9.53%
20182.48%12.92%7.56%-20.12%
20175.91%8.33%-1.36%6.88%
2016-7.05%5.60%6.52%-5.48%
20153.90%3.03%-15.68%-0.69%
2014-5.00%-6.11%-5.76%6.56%
201314.24%7.91%15.76%12.80%
201211.87%-1.36%5.53%-0.21%

Rank In Category (By Total Return)

YTD99
1-Month4
3-Month100
1-Year96
3-Year100
5-Year77

Load Adjusted Returns

1-Year-2.23%
3-Year-26.82%
5-Year5.58%
10-Year6.83%