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Morgan Stanley Instl Glbl Concntr A (MLNAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.54+0.19 (+0.85%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return29.02%
5-year average return13.40%
Number of years up5
Number of years down2
Best 1-yr total return (2 Jul 2024)32.64%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return32.64%
Worst 3-yr total return2.42%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMLNAXCategory
YTD27.13%9.95%
1-month1.74%2.98%
3-month4.08%8.22%
1-year32.61%40.81%
3-year7.20%19.17%
5-year13.48%18.49%
10-year0.00%11.83%
Last bull market39.69%21.12%
Last bear market-15.30%-20.34%

Annual total return (%) history

Year
MLNAXCategory
2024
N/AN/A
2023
18.05%N/A
2022
-22.49%N/A
2021
17.42%N/A
2020
23.19%32.67%
2019
32.64%30.40%
2018
-14.91%-7.79%
2017
22.17%30.22%
2016
N/A2.42%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202422.15%4.08%N/AN/A
20236.25%6.51%-7.72%13.03%
2022-11.51%-15.30%-3.68%7.37%
20215.18%5.43%-1.64%7.67%
2020-21.16%20.40%14.27%13.56%
201914.49%3.58%1.53%10.17%
20181.37%-2.71%0.08%-13.79%
20175.22%5.62%7.27%2.49%
20166.15%-1.53%N/AN/A

Rank in category (by total return)

YTD3
1-month64
3-month16
1-year5
3-year10
5-year15

Load adjusted returns

1-year25.65%
3-year5.29%
5-year12.26%
10-yearN/A