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Morgan Stanley Inst Global Real Est C (MSRDX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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4.1400+0.0200 (+0.49%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.00%
5-year average return-2.83%
Number of years up5
Number of years down3
Best 1-yr total return (4 Jul 2024)22.54%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return22.54%
Worst 3-yr total return-8.81%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMSRDXCategory
YTD-0.97%14.32%
1-month0.00%0.73%
3-month-1.44%8.73%
1-year6.90%32.33%
3-year-4.94%7.75%
5-year-2.61%6.57%
10-year-0.08%6.49%
Last bull market19.19%23.44%
Last bear market-18.55%-20.52%

Annual total return (%) history

Year
MSRDXCategory
2024
N/AN/A
2023
11.57%N/A
2022
-26.97%N/A
2021
22.54%N/A
2020
-15.26%-5.43%
2019
16.98%23.45%
2018
-8.93%-7.11%
2017
8.54%15.12%
2016
2.31%1.97%
2015
N/A-0.92%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.48%-1.44%N/AN/A
20232.84%0.50%-5.50%14.22%
2022-3.91%-18.55%-12.41%6.53%
20214.87%9.76%-2.28%8.94%
2020-32.95%8.74%-0.29%16.56%
201914.24%-2.06%1.40%3.11%
2018-4.52%4.45%-0.70%-8.03%
20171.53%1.41%1.02%4.36%
20164.55%1.63%1.16%-4.81%
2015-2.44%2.90%N/AN/A

Rank in category (by total return)

YTD15
1-month52
3-month20
1-year15
3-year59
5-year85

Load adjusted returns

1-year5.90%
3-year-4.94%
5-year-2.61%
10-year-0.08%