Australia markets close in 13 minutes

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

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
28.40+0.02 (+0.07%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return23.12%
5-year average return17.41%
Number of years up5
Number of years down2
Best 1-yr total return (25 June 2024)36.17%
Worst 1-yr total return (25 June 2024)N/A
Best 3-yr total return36.17%
Worst 3-yr total return8.64%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMUOSXCategory
YTD17.96%5.31%
1-month6.79%-4.19%
3-month6.25%3.90%
1-year37.85%20.31%
3-year9.45%6.48%
5-year17.56%11.78%
10-year0.00%10.96%
Last bull market33.04%25.56%
Last bear market-16.37%-15.11%

Annual total return (%) history

Year
MUOSXCategory
2024
N/AN/A
2023
18.05%22.32%
2022
-20.16%-16.96%
2021
36.06%26.07%
2020
24.27%15.83%
2019
36.17%28.78%
2018
-11.04%-6.27%
2017
19.37%20.44%
2016
N/A10.37%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202415.05%N/AN/AN/A
20231.02%7.63%-3.94%13.03%
2022-6.18%-16.37%-2.90%4.79%
20217.02%9.29%4.16%11.68%
2020-22.25%26.23%11.16%13.90%
201913.60%6.47%3.34%8.93%
2018-2.18%1.89%6.95%-16.55%
20175.45%1.91%4.99%5.80%
20164.82%1.07%N/AN/A

Rank in category (by total return)

YTD2
1-month2
3-month5
1-year2
3-year23
5-year3

Load adjusted returns

1-year37.85%
3-year9.45%
5-year17.56%
10-yearN/A