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Morgan Stanley Institutional Fund, Inc. - US Core Portfolio (MUOAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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27.96-0.07 (-0.25%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return22.52%
5-year average return16.58%
Number of years up5
Number of years down2
Best 1-yr total return (20 June 2024)35.68%
Worst 1-yr total return (20 June 2024)N/A
Best 3-yr total return35.68%
Worst 3-yr total return8.29%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMUOAXCategory
YTD17.75%5.31%
1-month6.71%-4.19%
3-month6.16%3.90%
1-year37.33%20.31%
3-year9.09%6.48%
5-year17.17%11.78%
10-year0.00%10.96%
Last bull market32.90%25.56%
Last bear market-16.44%-15.11%

Annual total return (%) history

Year
MUOAXCategory
2024
N/AN/A
2023
17.71%22.32%
2022
-20.42%-16.96%
2021
35.58%26.07%
2020
23.77%15.83%
2019
35.68%28.78%
2018
-11.35%-6.27%
2017
18.80%20.44%
2016
N/A10.37%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202414.94%N/AN/AN/A
20230.93%7.56%-3.99%12.94%
2022-6.23%-16.44%-2.93%4.64%
20216.95%9.20%4.09%11.52%
2020-22.29%26.04%11.06%13.78%
201913.44%6.41%3.28%8.83%
2018-2.26%1.90%6.73%-16.61%
20175.27%1.82%4.92%5.64%
20164.82%0.95%N/AN/A

Rank in category (by total return)

YTD2
1-month2
3-month5
1-year3
3-year30
5-year5

Load adjusted returns

1-year30.12%
3-year7.15%
5-year15.91%
10-yearN/A