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Morgan Stanley Inst Permanence R6 (MSHPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.41-0.08 (-0.59%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.01%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (24 June 2024)26.51%
Worst 1-yr total return (24 June 2024)N/A
Best 3-yr total return26.51%
Worst 3-yr total return5.56%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMSHPXCategory
YTD5.87%12.38%
1-month1.96%5.09%
3-month-3.70%10.28%
1-year14.38%41.70%
3-year6.09%22.56%
5-year0.00%21.98%
10-year0.00%15.99%
Last bull market34.67%25.99%
Last bear market-15.48%-17.29%

Annual total return (%) history

Year
MSHPXCategory
2024
N/AN/A
2023
26.51%N/A
2022
-20.50%N/A
2021
16.95%N/A
2020
N/A35.86%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202413.31%N/AN/AN/A
202314.95%6.39%-7.83%12.24%
2022-10.46%-15.48%-3.48%8.85%
20210.34%8.23%1.19%6.42%
202025.80%9.70%12.65%N/A

Rank in category (by total return)

YTD90
1-month94
3-month97
1-year99
3-year62
5-yearN/A

Load adjusted returns

1-year14.38%
3-year6.09%
5-yearN/A
10-yearN/A