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Morgan Stanley Inst Permanence C (MSHOX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.81+0.05 (+0.39%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.74%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (2 Jul 2024)25.15%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return25.15%
Worst 3-yr total return4.32%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMSHOXCategory
YTD4.42%12.38%
1-month-0.85%5.09%
3-month-7.53%10.28%
1-year7.43%41.70%
3-year3.20%22.56%
5-year0.00%21.98%
10-year0.00%15.99%
Last bull market34.03%25.99%
Last bear market-15.68%-17.29%

Annual total return (%) history

Year
MSHOXCategory
2024
N/AN/A
2023
25.15%N/A
2022
-21.47%N/A
2021
15.52%N/A
2020
N/A35.86%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.92%-7.53%N/AN/A
202314.73%6.02%-8.10%11.95%
2022-10.81%-15.68%-3.76%8.48%
2021-0.14%8.00%0.89%6.16%
202025.40%9.41%12.35%N/A

Rank in category (by total return)

YTD99
1-month100
3-month100
1-year100
3-year81
5-yearN/A

Load adjusted returns

1-year6.46%
3-year3.20%
5-yearN/A
10-yearN/A