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Morgan Stanley Pathway Sm-Mid Cap Eq (TSGUX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.91-0.06 (-0.35%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.32%
5-year average return7.31%
Number of years up24
Number of years down8
Best 1-yr total return (4 July 2024)48.54%
Worst 1-yr total return (4 July 2024)N/A
Best 3-yr total return48.54%
Worst 3-yr total return1.83%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTSGUXCategory
YTD1.92%17.04%
1-month-1.28%-0.01%
3-month-4.01%5.47%
1-year8.19%50.44%
3-year-0.66%13.15%
5-year7.66%13.75%
10-year6.96%11.35%
Last bull market26.57%25.95%
Last bear market-16.10%-22.55%

Annual total return (%) history

Year
TSGUXCategory
2024
N/AN/A
2023
15.22%N/A
2022
-18.24%N/A
2021
16.80%N/A
2020
20.67%12.39%
2019
28.74%26.21%
2018
-11.08%-11.15%
2017
19.66%15.93%
2016
4.92%14.14%
2015
-3.92%-4.75%
2014
4.74%7.80%
2013
48.54%34.10%
2012
10.69%16.15%
2011
-7.26%-3.81%
2010
30.84%22.52%
2009
40.90%37.39%
2008
-43.11%-39.18%
2007
10.88%4.85%
2006
9.43%14.03%
2005
8.39%9.25%
2004
10.69%16.30%
2003
47.24%36.28%
2002
-31.17%-16.55%
2001
-13.31%-3.12%
2000
-15.63%6.36%
1999
49.55%20.92%
1998
2.17%10.36%
1997
10.30%25.92%
1996
18.88%19.23%
1995
34.19%30.17%
1994
13.11%-1.60%
1993
23.52%14.35%
1992
11.42%12.29%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.17%-4.01%N/AN/A
20234.17%4.20%-5.16%11.93%
2022-5.94%-16.10%-4.27%8.22%
20218.69%5.24%-2.12%4.31%
2020-26.41%24.63%4.49%25.93%
201917.12%2.85%-1.25%8.24%
20180.19%4.42%4.79%-18.89%
20175.12%2.91%4.84%5.50%
2016-7.79%2.24%6.08%4.92%
20156.69%1.99%-13.52%2.10%
20141.49%-1.60%-4.37%9.68%
201314.64%4.26%11.79%11.17%
201213.89%-6.78%4.57%-0.30%
20116.90%1.24%-25.98%15.76%
20108.96%-8.59%11.89%17.41%
2009-7.92%22.52%18.05%5.80%
2008-15.44%8.62%-12.26%-29.41%
20073.09%6.52%2.92%-1.89%
200613.40%-6.66%-2.95%6.52%
2005-6.35%5.35%6.93%2.74%
20046.40%-0.73%-6.43%12.01%
2003-3.56%24.43%9.67%11.88%
2002-2.37%-13.78%-21.05%3.57%
2001-17.70%19.83%-29.83%25.27%
200010.23%-5.86%-2.82%-16.33%
1999-2.69%15.22%-2.02%36.13%
199812.41%-3.94%-23.81%24.19%
1997-12.82%18.35%17.81%-9.26%
19968.63%11.28%0.32%-1.97%
19954.43%8.63%14.41%3.39%
19940.57%-10.65%18.11%6.57%
1993-3.28%11.21%12.03%2.51%
1992-3.10%-6.75%2.82%19.93%

Rank in category (by total return)

YTD87
1-month59
3-month67
1-year87
3-year89
5-year86

Load adjusted returns

1-year8.19%
3-year-0.66%
5-year7.66%
10-year6.96%