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Morgan Stanley Inst Inception L (MSSLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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6.21+0.10 (+1.64%)
At close: 06:45PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-9.62%
5-year average return5.92%
Number of years up6
Number of years down6
Best 1-yr total return (2 May 2024)148.49%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return148.49%
Worst 3-yr total return-16.14%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMSSLXCategory
YTD-11.09%12.40%
1-month-13.53%3.37%
3-month-2.28%4.88%
1-year20.93%55.69%
3-year-26.18%19.34%
5-year5.95%20.72%
10-year7.34%13.98%
Last bull market36.81%27.85%
Last bear market-36.34%-24.06%

Annual total return (%) history

Year
MSSLXCategory
2024
N/AN/A
2023
52.94%N/A
2022
-59.76%N/A
2021
-4.17%N/A
2020
148.49%38.62%
2019
35.91%27.68%
2018
-0.58%-5.76%
2017
20.95%21.50%
2016
-1.17%11.20%
2015
-10.36%-2.41%
2014
-10.43%2.44%
2013
60.97%40.91%
2012
16.21%13.15%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.81%N/AN/AN/A
202320.81%17.60%-7.01%15.75%
2022-26.45%-36.34%-1.36%-12.86%
202123.34%10.84%-16.32%-16.24%
2020-17.10%72.60%19.34%45.52%
201930.28%5.84%-10.01%9.53%
20182.48%12.92%7.56%-20.12%
20175.91%8.33%-1.36%6.88%
2016-7.05%5.60%6.52%-5.48%
20153.90%3.03%-15.68%-0.69%
2014-5.00%-6.11%-5.76%6.56%
201314.24%7.91%15.76%12.80%
201211.87%-1.36%5.53%-0.21%

Rank in category (by total return)

YTD100
1-month100
3-month95
1-year10
3-year100
5-year58

Load adjusted returns

1-year20.93%
3-year-26.18%
5-year5.95%
10-year7.34%