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Morgan Stanley Instl Glbl Concntr I (MLNIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.50-0.02 (-0.09%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return27.45%
5-year average return13.89%
Number of years up5
Number of years down2
Best 1-yr total return (26 Jun 2024)33.10%
Worst 1-yr total return (26 Jun 2024)N/A
Best 3-yr total return33.10%
Worst 3-yr total return2.74%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMLNIXCategory
YTD25.13%9.95%
1-month6.91%2.98%
3-month6.50%8.22%
1-year43.04%40.81%
3-year6.99%19.17%
5-year14.65%18.49%
10-year0.00%11.83%
Last bull market39.92%21.12%
Last bear market-15.25%-20.34%

Annual total return (%) history

Year
MLNIXCategory
2024
N/AN/A
2023
18.42%N/A
2022
-22.28%N/A
2021
17.83%N/A
2020
23.52%32.67%
2019
33.10%30.40%
2018
-14.61%-7.79%
2017
22.64%30.22%
2016
N/A2.42%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202422.24%N/AN/AN/A
20236.32%6.63%-7.68%13.16%
2022-11.49%-15.25%-3.57%7.45%
20215.32%5.44%-1.53%7.76%
2020-21.14%20.59%14.34%13.61%
201914.62%3.65%1.60%10.27%
20181.53%-2.70%0.16%-13.70%
20175.41%5.60%7.34%2.64%
20166.35%-1.50%N/AN/A

Rank in category (by total return)

YTD1
1-month9
3-month6
1-year1
3-year11
5-year12

Load adjusted returns

1-year43.04%
3-year6.99%
5-year14.65%
10-yearN/A