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Morgan Stanley Insight IR (MBIRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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33.05-0.11 (-0.33%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.90%
5-year average return0.00%
Number of years up2
Number of years down2
Best 1-yr total return (27 June 2024)116.79%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return116.79%
Worst 3-yr total return-17.77%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMBIRXCategory
YTD-5.58%12.38%
1-month-2.27%5.09%
3-month-9.20%10.28%
1-year17.28%41.70%
3-year-19.58%22.56%
5-year3.70%21.98%
10-year11.12%15.99%
Last bull market41.50%25.99%
Last bear market-41.46%-17.29%

Annual total return (%) history

Year
MBIRXCategory
2024
N/AN/A
2023
53.19%N/A
2022
-61.29%N/A
2021
-6.23%N/A
2020
116.79%35.86%
2019
N/A31.90%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.84%N/AN/AN/A
202319.06%13.00%-6.15%21.32%
2022-26.97%-41.46%3.69%-12.67%
2021-0.43%12.91%-7.48%-9.85%
2020-4.12%59.41%22.74%15.57%
20199.58%N/AN/AN/A

Rank in category (by total return)

YTD100
1-month100
3-month99
1-year98
3-year100
5-year99

Load adjusted returns

1-year17.28%
3-year-19.58%
5-year3.70%
10-year11.12%