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Morgan Stanley Instl Glbl Concntr C (MLNCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.98+0.18 (+0.83%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return30.68%
5-year average return13.11%
Number of years up5
Number of years down2
Best 1-yr total return (3 Oct 2024)31.69%
Worst 1-yr total return (3 Oct 2024)N/A
Best 3-yr total return31.69%
Worst 3-yr total return1.67%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMLNCXCategory
YTD30.74%9.95%
1-month-0.36%2.98%
3-month3.29%8.22%
1-year47.58%40.81%
3-year8.20%19.17%
5-year13.07%18.49%
10-year0.00%11.83%
Last bull market39.27%21.12%
Last bear market-15.47%-20.34%

Annual total return (%) history

Year
MLNCXCategory
2024
N/AN/A
2023
17.21%N/A
2022
-23.09%N/A
2021
16.58%N/A
2020
22.23%32.67%
2019
31.69%30.40%
2018
-15.57%-7.79%
2017
21.18%30.22%
2016
N/A2.42%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202421.88%3.85%3.29%N/A
20236.06%6.31%-7.91%12.89%
2022-11.68%-15.47%-3.88%7.18%
20214.98%5.20%-1.79%7.48%
2020-21.35%20.24%14.04%13.34%
201914.29%3.38%1.31%10.03%
20181.22%-2.98%-0.08%-13.95%
20175.02%5.35%7.03%2.34%
20166.05%-1.65%N/AN/A

Rank in category (by total return)

YTD2
1-month97
3-month78
1-year2
3-year12
5-year31

Load adjusted returns

1-year46.58%
3-year8.20%
5-year13.07%
10-yearN/A