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Morgan Stanley Institutional Fund, Inc. - US Core Portfolio (MUOCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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25.62+0.07 (+0.27%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return17.90%
5-Year Average Return15.87%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (May 27, 2024)34.55%
Worst 1 Yr Total Return (May 27, 2024)N/A
Best 3-Yr Total Return34.55%
Worst 3-Yr Total Return7.48%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMUOCXCategory
YTD10.08%5.31%
1-Month-4.05%-4.19%
3-Month6.03%3.90%
1-Year25.96%20.31%
3-Year6.06%6.48%
5-Year13.39%11.78%
10-Year0.00%10.96%
Last Bull Market32.40%25.56%
Last Bear Market-16.55%-15.11%

Annual Total Return (%) History

Year
MUOCXCategory
2024
N/AN/A
2023
16.77%22.32%
2022
-20.97%-16.96%
2021
34.55%26.07%
2020
22.84%15.83%
2019
34.50%28.78%
2018
-11.94%-6.27%
2017
17.96%20.44%
2016
N/A10.37%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202414.73%N/AN/AN/A
20230.75%7.36%-4.22%12.71%
2022-6.41%-16.55%-3.15%4.49%
20216.74%8.99%3.88%11.34%
2020-22.45%25.79%10.90%13.55%
201913.17%6.19%3.03%8.63%
2018-2.44%1.67%6.57%-16.69%
20175.19%1.64%4.67%5.41%
20164.52%0.76%N/AN/A

Rank In Category (By Total Return)

YTD3
1-Month34
3-Month11
1-Year12
3-Year68
5-Year14

Load Adjusted Returns

1-Year24.96%
3-Year6.06%
5-Year13.39%
10-YearN/A