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Morgan Stanley Inst Passport ovrs eq C (MSAAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.410.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.53%
5-year average return5.59%
Number of years up5
Number of years down3
Best 1-yr total return (25 June 2024)29.13%
Worst 1-yr total return (25 June 2024)N/A
Best 3-yr total return29.13%
Worst 3-yr total return-4.40%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMSAAXCategory
YTD9.26%9.07%
1-month4.49%-1.09%
3-month10.13%5.12%
1-year14.95%33.76%
3-year-4.19%8.50%
5-year6.86%10.08%
10-year2.98%5.80%
Last bull market17.91%14.90%
Last bear market-16.87%-23.70%

Annual total return (%) history

Year
MSAAXCategory
2024
N/AN/A
2023
11.27%N/A
2022
-22.43%N/A
2021
1.23%N/A
2020
29.13%9.30%
2019
21.03%21.59%
2018
-16.04%-14.59%
2017
23.42%25.12%
2016
-1.94%0.79%
2015
N/A-1.59%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.36%N/AN/AN/A
202311.02%-0.39%-6.25%7.33%
2022-6.25%-16.87%-11.99%13.10%
20210.36%6.64%-3.65%-1.84%
2020-21.89%21.93%11.28%21.85%
20199.72%4.06%-3.76%10.14%
2018-0.61%-4.77%0.12%-11.40%
20176.51%6.50%5.61%3.03%
2016-3.72%-1.76%5.21%-1.46%
2015-10.54%2.93%N/AN/A

Rank in category (by total return)

YTD16
1-month52
3-month2
1-year78
3-year98
5-year69

Load adjusted returns

1-year13.95%
3-year-4.19%
5-year6.86%
10-year2.98%