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Morgan Stanley Inst Inception A (MSSMX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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7.48-0.04 (-0.53%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-9.00%
5-Year Average Return6.16%
Number of Years Up17
Number of Years Down10
Best 1 Yr Total Return (Jun 27, 2024)149.86%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return149.86%
Worst 3-Yr Total Return-15.64%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMSSMXCategory
YTD-10.83%12.40%
1-Month0.14%3.37%
3-Month-10.06%4.88%
1-Year11.40%55.69%
3-Year-24.40%19.34%
5-Year6.95%20.72%
10-Year7.96%13.98%
Last Bull Market37.34%27.85%
Last Bear Market-36.28%-24.06%

Annual Total Return (%) History

Year
MSSMXCategory
2024
N/AN/A
2023
54.22%N/A
2022
-59.57%N/A
2021
-3.70%N/A
2020
149.86%38.62%
2019
36.71%27.68%
2018
0.02%-5.76%
2017
21.57%21.50%
2016
-0.73%11.20%
2015
-9.88%-2.41%
2014
-9.98%2.44%
2013
61.88%40.91%
2012
16.70%13.15%
2011
-9.28%-3.55%
2010
26.86%26.98%
2009
47.41%35.46%
2008
-41.97%-41.55%
2007
2.81%7.59%
2006
11.55%10.81%
2005
13.35%6.02%
2004
18.79%12.41%
2003
43.80%45.54%
2002
-22.44%-27.88%
2001
-12.35%-8.91%
2000
-6.88%-3.85%
1999
96.12%64.77%
1998
26.80%5.23%
1997
11.13%17.41%
1996
N/A18.67%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20242.92%N/AN/AN/A
202321.01%17.98%-6.96%16.10%
2022-26.29%-36.28%-1.13%-12.94%
202123.55%11.05%-16.23%-16.21%
2020-17.04%72.95%19.57%45.64%
201930.47%6.09%-9.97%9.71%
20182.67%13.11%7.76%-20.07%
20176.14%8.44%-1.30%7.01%
2016-6.94%5.70%6.67%-5.39%
20153.96%3.23%-15.59%-0.52%
2014-4.89%-5.97%-5.67%6.71%
201314.39%8.06%15.95%12.95%
201212.03%-1.29%5.67%-0.13%
20116.03%-3.70%-19.19%9.94%
20102.01%-8.34%14.72%18.27%
2009-4.17%24.96%18.58%3.81%
2008-11.86%-1.65%-12.94%-23.10%
20071.90%3.81%2.32%-5.01%
200612.43%-8.60%-2.40%11.23%
2005-1.83%7.12%3.08%4.57%
20044.50%3.48%-3.10%13.36%
2003-3.72%22.32%9.24%11.78%
2002-0.75%-10.23%-17.87%5.99%
2001-20.60%17.57%-26.27%27.35%
200033.41%-11.23%0.94%-22.11%
19999.58%17.72%2.26%48.67%
199816.12%2.37%-12.35%21.69%
1997-11.75%13.98%15.49%-4.35%
19963.14%1.79%-4.93%N/A

Rank In Category (By Total Return)

YTD100
1-Month99
3-Month100
1-Year84
3-Year100
5-Year79

Load Adjusted Returns

1-Year5.55%
3-Year-25.75%
5-Year5.80%
10-Year7.38%