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Morgan Stanley Inst Dynamic Value I (MAAQX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.35+0.06 (+0.53%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.62%
5-year average return0.00%
Number of years up2
Number of years downN/A
Best 1-yr total return (21 Apr 2024)11.26%
Worst 1-yr total return (21 Apr 2024)N/A
Best 3-yr total return11.26%
Worst 3-yr total returnN/A

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMAAQXCategory
YTD5.41%17.52%
1-month6.73%-0.87%
3-month5.41%5.51%
1-year20.77%42.88%
3-year9.32%11.93%
5-year0.00%12.07%
10-year0.00%10.95%
Last bull market5.49%23.18%
Last bear market-8.36%-17.87%

Annual total return (%) history

Year
MAAQXCategory
2024
N/AN/A
2023
11.26%N/A
2022
0.82%N/A
2021
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.41%N/AN/AN/A
2023-2.89%3.77%-1.63%12.23%
20225.00%-8.36%-9.13%15.30%
20213.79%0.38%6.06%N/A

Rank in category (by total return)

YTD95
1-month7
3-month95
1-year49
3-year44
5-yearN/A

Load adjusted returns

1-year20.77%
3-year9.32%
5-yearN/A
10-yearN/A