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Morgan Stanley Inst Global Franchise L (MSFLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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34.70+0.04 (+0.12%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.86%
5-year average return7.96%
Number of years up9
Number of years down2
Best 1-yr total return (21 May 2024)28.62%
Worst 1-yr total return (21 May 2024)N/A
Best 3-yr total return28.62%
Worst 3-yr total return3.76%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMSFLXCategory
YTD-1.11%12.08%
1-month-5.57%0.64%
3-month-3.11%6.49%
1-year4.28%38.01%
3-year2.20%12.74%
5-year6.84%12.82%
10-year8.43%9.05%
Last bull market16.69%18.82%
Last bear market-10.46%-20.53%

Annual total return (%) history

Year
MSFLXCategory
2024
N/AN/A
2023
15.57%N/A
2022
-17.86%N/A
2021
21.02%N/A
2020
12.38%12.96%
2019
28.62%25.26%
2018
-2.29%-10.06%
2017
24.98%22.28%
2016
4.82%6.93%
2015
5.72%-0.92%
2014
4.00%3.67%
2013
18.78%24.08%
2012
N/A14.39%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.73%N/AN/AN/A
20236.11%4.99%-5.09%9.30%
2022-9.19%-10.46%-8.74%10.70%
20211.09%8.23%-0.45%11.12%
2020-13.22%15.52%6.38%5.38%
201914.93%4.95%-0.15%6.80%
2018-1.08%4.14%4.59%-9.32%
20179.74%5.75%0.00%7.69%
20163.52%2.81%0.48%-1.98%
20150.30%2.86%-2.63%5.24%
20140.59%4.49%-1.97%0.95%
20138.52%-0.57%3.75%6.10%
20125.84%0.37%N/AN/A

Rank in category (by total return)

YTD92
1-month99
3-month100
1-year92
3-year73
5-year77

Load adjusted returns

1-year4.28%
3-year2.20%
5-year6.84%
10-year8.43%