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Morgan Stanley Inst Passport ovrs eq IR (MAIHX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.48+0.07 (+0.43%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.87%
5-year average return0.00%
Number of years up3
Number of years down1
Best 1-yr total return (30 May 2024)30.55%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return30.55%
Worst 3-yr total return-3.31%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMAIHXCategory
YTD5.00%9.07%
1-month-0.69%-1.09%
3-month8.32%5.12%
1-year5.79%33.76%
3-year-3.51%8.50%
5-year6.24%10.08%
10-year3.81%5.80%
Last bull market18.51%14.90%
Last bear market-16.68%-23.70%

Annual total return (%) history

Year
MAIHXCategory
2024
N/AN/A
2023
12.49%N/A
2022
-21.51%N/A
2021
2.39%N/A
2020
30.55%9.30%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.73%N/AN/AN/A
202311.30%-0.13%-5.93%7.59%
2022-5.92%-16.68%-11.75%13.47%
20210.68%6.94%-3.37%-1.59%
2020-21.66%22.22%11.52%22.26%

Rank in category (by total return)

YTD10
1-month4
3-month2
1-year80
3-year96
5-year27

Load adjusted returns

1-year5.79%
3-year-3.51%
5-year6.24%
10-year3.81%