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Morgan Stanley Inst Global Advtg I (MIGIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.11+0.11 (+0.92%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.59%
5-year average return2.75%
Number of years up10
Number of years down3
Best 1-yr total return (2 May 2024)94.98%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return94.98%
Worst 3-yr total return-18.18%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMIGIXCategory
YTD-0.43%9.95%
1-month-7.69%2.98%
3-month6.79%8.22%
1-year30.79%40.81%
3-year-17.87%19.17%
5-year2.13%18.49%
10-year7.17%11.83%
Last bull market43.95%21.12%
Last bear market-36.62%-20.34%

Annual total return (%) history

Year
MIGIXCategory
2024
N/AN/A
2023
50.84%N/A
2022
-57.65%N/A
2021
-14.25%N/A
2020
94.98%32.67%
2019
31.49%30.40%
2018
-5.75%-7.79%
2017
41.56%30.22%
2016
0.21%2.42%
2015
3.85%1.26%
2014
0.83%2.65%
2013
29.71%26.44%
2012
22.83%18.01%
2011
0.34%-6.80%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.87%N/AN/AN/A
202320.65%11.12%-7.60%21.77%
2022-29.20%-36.62%4.14%-9.37%
2021-4.82%7.73%-7.06%-10.02%
2020-12.64%57.81%13.53%24.57%
201920.56%6.54%-4.74%7.47%
20183.18%5.21%1.77%-14.69%
201711.39%10.37%5.84%8.79%
2016-4.69%1.78%7.99%-4.34%
20155.65%-0.59%-7.63%7.06%
2014-0.66%1.71%-1.24%1.05%
20134.13%0.42%13.92%8.89%
201216.65%-4.13%4.48%5.12%
20113.80%3.85%-13.48%7.58%

Rank in category (by total return)

YTD88
1-month98
3-month18
1-year6
3-year100
5-year98

Load adjusted returns

1-year30.79%
3-year-17.87%
5-year2.13%
10-year7.17%