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Morgan Stanley Inst Growth L (MSHLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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28.84-0.57 (-1.94%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-3.96%
5-year average return3.74%
Number of years up8
Number of years down3
Best 1-yr total return (9 May 2024)114.01%
Worst 1-yr total return (9 May 2024)N/A
Best 3-yr total return114.01%
Worst 3-yr total return-16.35%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMSHLXCategory
YTD-2.96%12.38%
1-month-9.53%5.09%
3-month3.11%10.28%
1-year31.50%41.70%
3-year-18.08%22.56%
5-year3.70%21.98%
10-year10.57%15.99%
Last bull market42.08%25.99%
Last bear market-41.31%-17.29%

Annual total return (%) history

Year
MSHLXCategory
2024
N/AN/A
2023
49.11%N/A
2022
-60.63%N/A
2021
-0.30%N/A
2020
114.01%35.86%
2019
22.22%31.90%
2018
6.89%-2.09%
2017
42.69%27.67%
2016
-2.72%3.23%
2015
10.85%3.60%
2014
5.72%10.00%
2013
47.44%33.92%
2012
N/A15.34%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.26%N/AN/AN/A
202317.33%12.36%-6.40%20.85%
2022-26.85%-41.31%3.17%-11.12%
2021-1.95%14.84%-4.48%-7.29%
2020-4.00%58.02%21.33%16.28%
201919.24%7.04%-10.96%7.54%
20189.53%8.68%7.51%-16.48%
201715.99%9.64%4.67%7.20%
2016-5.78%1.46%10.69%-8.07%
20156.02%2.02%-6.05%9.09%
2014-0.97%3.44%1.71%1.46%
20135.75%5.87%16.97%12.59%
20123.13%0.33%N/AN/A

Rank in category (by total return)

YTD99
1-month100
3-month67
1-year44
3-year100
5-year99

Load adjusted returns

1-year31.50%
3-year-18.08%
5-year3.70%
10-year10.57%