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Morgan Stanley Inst Global Advtg C (MSPTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.03-0.07 (-0.69%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.26%
5-year average return2.41%
Number of years up4
Number of years down4
Best 1-yr total return (6 May 2024)92.97%
Worst 1-yr total return (6 May 2024)N/A
Best 3-yr total return92.97%
Worst 3-yr total return-19.04%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMSPTXCategory
YTD-0.83%9.95%
1-month-7.83%2.98%
3-month6.47%8.22%
1-year29.27%40.81%
3-year-18.75%19.17%
5-year1.03%18.49%
10-year6.02%11.83%
Last bull market43.35%21.12%
Last bear market-36.80%-20.34%

Annual total return (%) history

Year
MSPTXCategory
2024
N/AN/A
2023
49.15%N/A
2022
-58.07%N/A
2021
-15.14%N/A
2020
92.97%32.67%
2019
29.97%30.40%
2018
-6.77%-7.79%
2017
40.02%30.22%
2016
-0.95%2.42%
2015
N/A1.26%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.59%N/AN/AN/A
202320.31%10.82%-7.91%21.46%
2022-29.42%-36.80%3.93%-9.56%
2021-5.04%7.47%-7.33%-10.26%
2020-12.88%57.39%13.27%24.24%
201920.18%6.26%-4.99%7.12%
20182.88%4.93%1.50%-14.91%
201711.06%10.12%5.54%8.48%
2016-5.07%1.49%7.74%-4.58%
2015-7.87%6.80%N/AN/A

Rank in category (by total return)

YTD92
1-month98
3-month21
1-year10
3-year100
5-year100

Load adjusted returns

1-year28.27%
3-year-18.75%
5-year1.03%
10-year6.02%