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Morgan Stanley Inst Growth I (MSEQX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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33.08-0.08 (-0.24%)
At close: 08:01PM EDT

Performance overview

Morningstar return rating★★★★★
Year-to-date return13.41%
5-year average return15.59%
Number of years up23
Number of years down6
Best 1-yr total return (3 Feb 2019)115.57%
Worst 1-yr total return (3 Feb 2019)-50.47%
Best 3-yr total return115.57%
Worst 3-yr total return-14.26%

Trailing returns (%) vs. Benchmarks

ReturnMSEQXCategory
YTD-26.72%12.38%
1-month-4.91%5.09%
3-month-26.72%10.28%
1-year-25.07%41.70%
3-year17.82%22.56%
5-year21.03%21.98%
10-year17.47%15.99%
Last bull market22.42%25.99%
Last bear market-15.91%-17.29%

Annual total return (%) history

Year
MSEQXCategory
2021
0.43%N/A
2020
115.57%35.86%
2019
23.16%31.90%
2018
7.66%-2.09%
2017
43.83%27.67%
2016
-1.91%3.23%
2015
11.91%3.60%
2014
6.42%10.00%
2013
48.60%33.92%
2012
15.66%15.34%
2011
-3.01%-2.46%
2010
23.11%15.53%
2009
62.97%35.68%
2008
-50.47%-40.67%
2007
22.29%13.35%
2006
4.07%7.05%
2005
15.72%6.71%
2004
7.75%7.81%
2003
26.41%28.66%
2002
-27.60%-27.64%
2001
-14.98%-22.30%
2000
-11.68%-13.05%
1999
39.59%38.87%
1998
19.04%34.55%
1997
31.22%26.36%
1996
31.14%19.76%
1995
44.90%32.65%
1994
3.35%-2.45%
1993
4.33%8.69%
1992
7.13%5.92%
1991
N/A40.07%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2021-1.78%15.05%-4.31%-7.13%
2020-3.84%58.32%21.55%16.50%
201919.47%7.24%-10.79%7.75%
20189.72%8.88%7.72%-16.34%
201716.20%9.88%4.88%7.40%
2016-5.59%1.68%10.90%-7.86%
20156.20%2.25%-5.80%9.40%
2014-0.76%3.60%1.87%1.61%
20135.95%6.04%17.23%12.83%
201221.40%-8.32%3.34%0.56%
20116.93%2.31%-13.88%2.94%
20104.88%-10.61%17.17%12.07%
20093.71%21.08%19.78%8.35%
2008-12.35%2.54%-20.77%-30.45%
20072.81%6.81%10.15%1.11%
20060.51%-3.47%0.32%6.93%
2005-5.39%5.89%7.02%7.94%
20040.76%1.77%-4.58%10.13%
2003-0.24%12.52%2.36%10.02%
2002-3.01%-15.09%-16.99%5.91%
2001-18.24%9.19%-15.50%12.71%
20009.78%-3.16%-1.99%-15.24%
19997.30%7.63%-0.90%21.98%
199816.71%-0.96%-16.09%22.73%
19971.54%11.87%11.20%3.89%
19969.12%6.89%3.86%8.26%
19959.84%11.93%11.67%5.54%
1994-1.37%-1.47%6.25%0.09%
1993-0.34%-2.29%4.49%2.53%
1992-2.86%-0.74%5.38%5.43%
19912.87%8.45%N/AN/A

Rank in category (by total return)

YTD45
1-month2
3-month2
1-year3
3-year2
5-year2

Load adjusted returns

1-year60.01%
3-year39.31%
5-year36.55%
10-year23.52%