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Morgan Stanley Inst Permanence I (MSHMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.39-0.06 (-0.45%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.02%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (27 Jun 2024)26.44%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return26.44%
Worst 3-yr total return5.49%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMSHMXCategory
YTD5.88%12.38%
1-month2.04%5.09%
3-month-3.71%10.28%
1-year14.32%41.70%
3-year6.04%22.56%
5-year0.00%21.98%
10-year0.00%15.99%
Last bull market34.62%25.99%
Last bear market-15.49%-17.29%

Annual total return (%) history

Year
MSHMXCategory
2024
N/AN/A
2023
26.44%N/A
2022
-20.55%N/A
2021
16.85%N/A
2020
N/A35.86%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202413.33%N/AN/AN/A
202314.96%6.31%-7.77%12.17%
2022-10.47%-15.49%-3.57%8.90%
20210.27%8.24%1.19%6.39%
202025.70%9.79%12.65%N/A

Rank in category (by total return)

YTD90
1-month93
3-month97
1-year99
3-year62
5-yearN/A

Load adjusted returns

1-year14.32%
3-year6.04%
5-yearN/A
10-yearN/A