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Morgan Stanley Inst US Real Estate I (MSUSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.81-0.01 (-0.11%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.72%
5-year average return-0.62%
Number of years up21
Number of years down7
Best 1-yr total return (16 June 2024)38.96%
Worst 1-yr total return (16 June 2024)N/A
Best 3-yr total return38.96%
Worst 3-yr total return-5.71%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMSUSXCategory
YTD-2.07%20.43%
1-month5.08%2.69%
3-month-0.73%11.34%
1-year10.08%36.79%
3-year-0.70%10.81%
5-year-0.21%7.03%
10-year2.60%9.08%
Last bull market18.12%31.03%
Last bear market-18.65%-16.60%

Annual total return (%) history

Year
MSUSXCategory
2024
N/AN/A
2023
14.69%N/A
2022
-26.39%N/A
2021
38.96%N/A
2020
-18.05%-4.49%
2019
18.40%27.28%
2018
-8.44%-5.97%
2017
3.31%6.22%
2016
6.79%6.89%
2015
2.27%2.41%
2014
30.74%28.03%
2013
2.45%1.55%
2012
16.26%17.60%
2011
5.57%7.51%
2010
29.86%27.08%
2009
29.65%31.26%
2008
-38.07%-39.55%
2007
-16.63%-14.66%
2006
38.85%33.58%
2005
17.66%11.51%
2004
37.28%32.02%
2003
37.61%36.80%
2002
0.18%4.54%
2001
9.27%10.00%
2000
29.65%27.02%
1999
-1.48%-2.76%
1998
-12.29%-15.59%
1997
27.62%22.21%
1996
39.56%34.46%
1995
N/A14.08%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.11%N/AN/AN/A
20233.76%3.32%-6.38%14.27%
2022-3.02%-18.65%-10.79%4.59%
20216.94%13.01%0.47%14.44%
2020-35.65%10.38%-1.18%16.76%
201914.97%-2.17%3.51%1.69%
2018-8.14%8.86%1.07%-9.41%
2017-0.70%-0.21%0.29%3.95%
20165.94%3.95%-1.08%-1.97%
20154.15%-9.38%1.45%6.81%
20149.43%7.34%-2.58%14.26%
20135.43%-0.48%-2.69%0.34%
201210.81%3.17%-0.59%2.31%
20116.00%3.27%-16.01%14.82%
201010.11%-3.56%13.13%8.10%
2009-29.31%30.04%30.72%7.90%
20083.24%-7.21%4.15%-37.93%
20074.61%-7.24%0.28%-14.32%
200614.35%0.76%8.70%10.87%
2005-5.56%14.76%3.90%4.49%
200411.55%-4.11%9.16%17.56%
20030.96%13.07%11.11%8.49%
20027.79%2.78%-10.05%0.53%
2001-1.59%9.10%-3.32%5.27%
20002.11%12.29%9.34%3.41%
1999-2.83%12.21%-8.96%-0.75%
1998-1.24%-4.05%-9.45%2.21%
19974.37%6.79%12.05%2.17%
19965.17%5.64%7.63%16.71%
19957.55%6.28%5.18%N/A

Rank in category (by total return)

YTD18
1-month40
3-month39
1-year22
3-year28
5-year93

Load adjusted returns

1-year10.08%
3-year-0.70%
5-year-0.21%
10-year2.60%