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Morgan Stanley Inst Global Opp IR (MGORX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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32.99-0.12 (-0.36%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.67%
5-year average return10.78%
Number of years up4
Number of years down1
Best 1-yr total return (9 May 2024)55.66%
Worst 1-yr total return (9 May 2024)N/A
Best 3-yr total return55.66%
Worst 3-yr total return-4.20%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMGORXCategory
YTD6.95%9.95%
1-month-5.05%2.98%
3-month4.86%8.22%
1-year32.10%40.81%
3-year-3.53%19.17%
5-year9.77%18.49%
10-year14.23%11.83%
Last bull market35.52%21.12%
Last bear market-27.31%-20.34%

Annual total return (%) history

Year
MGORXCategory
2024
N/AN/A
2023
49.85%N/A
2022
-41.51%N/A
2021
0.31%N/A
2020
55.66%32.67%
2019
35.53%30.40%
2018
N/A-7.79%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.63%N/AN/AN/A
202320.63%11.44%-4.90%17.20%
2022-20.26%-27.31%-3.98%5.09%
2021-1.20%7.83%-5.11%-0.78%
2020-11.67%31.69%18.71%12.72%
201918.46%6.34%-3.50%11.48%
2018-0.98%-15.28%N/AN/A

Rank in category (by total return)

YTD29
1-month75
3-month35
1-year3
3-year87
5-year44

Load adjusted returns

1-year32.10%
3-year-3.53%
5-year9.77%
10-year14.23%