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Morgan Stanley Funds (UK) - US Advantage Fund (0P00019943.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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1,764.63+0.39 (+0.02%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.47%
5-year average return3.16%
Number of years up5
Number of years down2
Best 1-yr total return (3 May 2024)68.63%
Worst 1-yr total return (3 May 2024)N/A
Best 3-yr total return68.63%
Worst 3-yr total return-12.08%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00019943.LCategory
YTD8.79%0.00%
1-month0.97%0.00%
3-month8.79%0.00%
1-year33.26%0.00%
3-year-7.55%0.00%
5-year5.91%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00019943.LCategory
2024
N/AN/A
2023
38.73%N/A
2022
-49.26%N/A
2021
-3.47%N/A
2020
68.63%N/A
2019
22.28%N/A
2018
6.18%N/A
2017
19.22%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.79%N/AN/AN/A
202313.26%12.89%-7.54%17.36%
2022-22.23%-32.77%12.61%-13.82%
2021-6.46%13.65%-3.87%-5.55%
2020-1.64%40.50%10.62%10.31%
201914.39%11.02%-0.17%-3.55%
2018-1.65%16.38%6.56%-12.95%
20176.40%2.32%0.08%9.42%

Rank in category (by total return)

YTD81
1-month92
3-month81
1-year47
3-year97
5-year97

Load adjusted returns

1-year33.26%
3-year-7.55%
5-year5.91%
10-yearN/A