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Morgan Stanley Institutional Fund, Inc. - US Core Portfolio (MUOIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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28.25-0.12 (-0.42%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return22.61%
5-year average return17.03%
Number of years up5
Number of years down2
Best 1-yr total return (27 Jun 2024)36.01%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return36.01%
Worst 3-yr total return8.61%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMUOIXCategory
YTD17.88%5.31%
1-month6.72%-4.19%
3-month6.22%3.90%
1-year37.70%20.31%
3-year9.39%6.48%
5-year17.51%11.78%
10-year0.00%10.96%
Last bull market33.01%25.56%
Last bear market-16.38%-15.11%

Annual total return (%) history

Year
MUOIXCategory
2024
N/AN/A
2023
18.06%22.32%
2022
-20.21%-16.96%
2021
35.99%26.07%
2020
24.20%15.83%
2019
36.01%28.78%
2018
-11.00%-6.27%
2017
19.33%20.44%
2016
N/A10.37%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202415.02%N/AN/AN/A
20231.02%7.63%-3.90%12.99%
2022-6.18%-16.38%-2.85%4.70%
20217.02%9.30%4.16%11.62%
2020-22.25%26.23%11.16%13.84%
201913.50%6.47%3.34%8.90%
2018-2.18%1.89%6.95%-16.52%
20175.45%1.91%4.99%5.77%
20164.82%1.06%N/AN/A

Rank in category (by total return)

YTD2
1-month2
3-month5
1-year2
3-year24
5-year3

Load adjusted returns

1-year37.70%
3-year9.39%
5-year17.51%
10-yearN/A