UK markets open in 21 minutes

Morgan Stanley Inst Global Real Est IS (MGREX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
4.2700+0.0200 (+0.47%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-2.97%
5-year average return-2.30%
Number of years up6
Number of years down4
Best 1-yr total return (2 May 2024)24.02%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return24.02%
Worst 3-yr total return-7.73%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMGREXCategory
YTD-5.25%14.32%
1-month-5.90%0.73%
3-month-1.43%8.73%
1-year1.38%32.33%
3-year-4.39%7.75%
5-year-2.59%6.57%
10-year1.07%6.49%
Last bull market19.95%23.44%
Last bear market-18.36%-20.52%

Annual total return (%) history

Year
MGREXCategory
2024
N/AN/A
2023
13.02%N/A
2022
-26.05%N/A
2021
24.02%N/A
2020
-14.36%-5.43%
2019
18.43%23.45%
2018
-7.83%-7.11%
2017
9.80%15.12%
2016
3.45%1.97%
2015
-0.84%-0.92%
2014
14.27%11.67%
2013
N/A2.92%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.68%N/AN/AN/A
20233.18%0.71%-5.18%14.70%
2022-3.60%-18.36%-12.13%6.93%
20215.21%10.14%-1.99%9.20%
2020-32.83%9.20%-0.14%16.92%
201914.69%-1.80%1.64%3.46%
2018-4.22%4.78%-0.40%-7.79%
20171.77%1.74%1.35%4.65%
20164.81%1.85%1.47%-4.50%
20154.23%-5.87%-2.11%3.24%
20143.13%7.93%-3.99%6.93%
2013-0.42%N/AN/AN/A

Rank in category (by total return)

YTD19
1-month38
3-month22
1-year15
3-year41
5-year86

Load adjusted returns

1-year1.38%
3-year-4.39%
5-year-2.59%
10-year1.07%