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Morgan Stanley Inst Advantage C (MSPRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.20+0.21 (+1.40%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.77%
5-year average return1.72%
Number of years up6
Number of years down2
Best 1-yr total return (22 May 2024)73.10%
Worst 1-yr total return (22 May 2024)N/A
Best 3-yr total return73.10%
Worst 3-yr total return-14.94%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMSPRXCategory
YTD-0.20%12.38%
1-month-9.61%5.09%
3-month1.87%10.28%
1-year27.98%41.70%
3-year-15.55%22.56%
5-year1.53%21.98%
10-year8.33%15.99%
Last bull market44.14%25.99%
Last bear market-38.16%-17.29%

Annual total return (%) history

Year
MSPRXCategory
2024
N/AN/A
2023
44.64%N/A
2022
-55.02%N/A
2021
-5.41%N/A
2020
73.09%35.86%
2019
25.27%31.90%
2018
2.64%-2.09%
2017
30.77%27.67%
2016
1.71%3.23%
2015
N/A3.60%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.42%N/AN/AN/A
202318.96%12.83%-11.02%21.11%
2022-25.20%-38.16%3.40%-5.96%
2021-2.94%11.24%-5.57%-7.22%
2020-9.89%46.04%13.52%15.87%
201917.71%7.02%-3.08%2.61%
20184.42%7.27%5.59%-13.22%
20179.21%6.03%3.48%9.13%
2016-3.30%2.76%5.91%-3.35%
2015-2.60%8.06%N/AN/A

Rank in category (by total return)

YTD98
1-month100
3-month84
1-year62
3-year99
5-year100

Load adjusted returns

1-year26.98%
3-year-15.55%
5-year1.53%
10-year8.33%