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Morgan Stanley Global Permanence A (MGKAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.89+0.04 (+0.31%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.48%
5-year average return9.19%
Number of years up3
Number of years down1
Best 1-yr total return (4 Jul 2024)26.57%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return26.57%
Worst 3-yr total return4.69%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMGKAXCategory
YTD4.26%9.95%
1-month-1.85%2.98%
3-month-7.21%8.22%
1-year5.33%40.81%
3-year2.02%19.17%
5-year9.21%18.49%
10-year0.00%11.83%
Last bull market30.89%21.12%
Last bear market-17.18%-20.34%

Annual total return (%) history

Year
MGKAXCategory
2024
N/AN/A
2023
20.42%N/A
2022
-20.11%N/A
2021
19.27%N/A
2020
26.57%32.67%
2019
N/A30.40%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.36%-7.21%N/AN/A
202313.67%4.86%-7.54%9.27%
2022-8.89%-17.18%-5.16%11.63%
20212.99%9.37%-0.53%6.45%
2020-17.81%26.83%7.05%13.43%
2019-0.10%2.71%N/AN/A

Rank in category (by total return)

YTD89
1-month95
3-month99
1-year93
3-year54
5-year68

Load adjusted returns

1-year-0.20%
3-year0.21%
5-year8.04%
10-yearN/A