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Morgan Stanley Inst Global Real Est I (MRLAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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4.3600-0.0300 (-0.68%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.46%
5-year average return-1.75%
Number of years up10
Number of years down7
Best 1-yr total return (21 May 2024)41.04%
Worst 1-yr total return (21 May 2024)N/A
Best 3-yr total return41.04%
Worst 3-yr total return-7.72%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMRLAXCategory
YTD-5.25%14.32%
1-month-5.90%0.73%
3-month-1.43%8.73%
1-year1.32%32.33%
3-year-4.48%7.75%
5-year-2.66%6.57%
10-year1.00%6.49%
Last bull market19.57%23.44%
Last bear market-18.34%-20.52%

Annual total return (%) history

Year
MRLAXCategory
2024
N/AN/A
2023
12.68%N/A
2022
-26.03%N/A
2021
23.99%N/A
2020
-14.33%-5.43%
2019
18.35%23.45%
2018
-7.92%-7.11%
2017
9.73%15.12%
2016
3.42%1.97%
2015
-0.94%-0.92%
2014
14.08%11.67%
2013
3.55%2.92%
2012
30.19%31.78%
2011
-9.67%-10.10%
2010
20.22%17.22%
2009
41.04%37.01%
2008
-45.00%-46.63%
2007
-7.87%-7.68%
2006
N/A39.00%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.68%N/AN/AN/A
20232.93%0.71%-5.18%14.63%
2022-3.59%-18.34%-12.28%7.11%
20215.21%10.13%-1.99%9.19%
2020-32.73%9.04%-0.14%16.96%
201914.69%-1.90%1.74%3.39%
2018-4.22%4.78%-0.49%-7.80%
20171.77%1.74%1.26%4.68%
20164.81%1.94%1.39%-4.53%
20154.23%-5.88%-2.11%3.15%
20143.13%7.83%-3.99%6.86%
20134.20%-2.75%2.63%-0.43%
201214.03%1.35%5.35%6.93%
20112.51%2.78%-20.47%7.82%
20104.69%-8.57%19.14%5.42%
2009-20.58%39.91%22.79%3.37%
2008-3.88%-9.43%-9.60%-30.11%
20077.70%-6.02%2.97%-11.59%
200614.12%N/AN/AN/A

Rank in category (by total return)

YTD19
1-month38
3-month22
1-year16
3-year43
5-year86

Load adjusted returns

1-year1.32%
3-year-4.48%
5-year-2.66%
10-year1.00%