Morgan Stanley

  • Morgan Stanley Inception Portfolio

Morgan Stanley Inception Portfolio

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1989 3.4 2.7 0 0 0 0 0 0 0 0 0 0 0
1990 8.3 12.2 -1.1 -9.6 -11.2 -3.4 2.4 9.6 -2.1 6.6 3.4 -8 3.8
1991 15.2 -2.2 4.1 1.3 4.8 9.3 -6.4 4.8 0 4.3 7.5 11.4 66.8
1992 1.5 6.8 4 -1.8 -2.5 1.4 -4.9 -0.9 -5.9 -7.3 -0.3 -0.8 -11
1993 6.6 -2.7 0.3 5.8 2.4 -1.3 1.5 7.2 -7.1 1.1 -10.2 -2.1 0
1994 1.7 -2.3 1.4 1.8 9.9 0.6 -4.1 -4 -0.5 -5.3 0.6 0.5 -0.6
1995 2.3 1.6 -1.2 4.9 1.7 7.5 5.4 3.5 -2.6 2 5.3 -0.7 33.3
1996 -1.7 1 -3.8 7.2 5.9 -10.3 -0.8 1.1 2.9 -1.9 3.7 1.9 4.2
1997 1.6 -1.6 -5.1 9.2 -0.7 6.8 6 8.7 -1.1 -8 -4.5 0.6 10.7
1998 7.5 5.9 6.8 9.8 -17.8 -2.7 3 -2.4 1.8 5.4 12.7 -2.1 27.2
1999 21.4 16.8 4.9 2.7 -1.1 0.8 11.3 2.7 3.1 8.6 -2.1 3.1 97
2000 6.7 -21.3 -7.3 -6.5 12.7 -4.2 17.1 -12.5 -13.3 -3 34.7 2.2 -6.8
2001 6 10 9.3 -16.5 -7.1 -4.8 2.6 1 13.3 -12.2 -15 6.5 -12.2
2002 -7.1 8 5.7 -7.1 -0.4 -11.2 -6.3 -3.7 -0.5 5 -3.2 -2.4 -22.3
2003 -0.5 3.2 8.9 -1.7 6.6 4.2 3.2 9.3 8.6 1.5 -2.6 -2.5 0
2004 3.5 6.1 3.4 7.4 -3 -6.9 3.6 1.9 -2 0.6 0.4 3.6 19.1
2005 0.3 6 -1.7 0.3 -2.2 5.3 4.5 7.2 -4.4 -2.9 3 -1.8 13.6
2006 0.3 3.3 7.4 2.7 2.1 -6.9 -1.8 -7.2 0.3 4.7 0.4 7.1 11.8
2007 -1.6 -6.2 3 4.1 1.2 -2.7 -1.8 4.1 1.7 1.2 -1.8 2.6 3.2
2008 3.7 -8.9 -18.6 -10.3 0 -2.9 -7.7 1.7 4.8 0.1 -3.3 -8.9 -41.8
2009 4.3 6.6 -6.6 8.7 2 7.1 2.2 5.5 15.9 14.6 -7.1 -9.8 47.9
2010 9.8 4.3 3.4 12.2 -3.4 6.1 -4.8 -6.1 2.8 6.6 2.1 -6.2 27.5
2011 -1.7 -0.6 12.6 -12.9 -5.3 -2 -3.9 -3 3.3 2.7 5.2 -1.8 -9.1
2012 5.8 -0.1 -5.4 4.8 2.3 -1.4 5.6 -4.6 -1.8 1 2.8 8 17.2
2013 4.7 5.7 2.3 9.4 -0.5 6.6 1 5.6 1.3 4.6 2.7 6.6 62.4
2014 2 -0.1 4.7 -4.2 5.2 -6.2 7.4 0 -12.4 -6.1 3.3 -2 -9.8
2015 -4.2 1.2 2.9 -5.9 -10.7 0.6 2.5 1.8 -1 1.4 7.5 -4.5 -9.3
2016 -2.1 4 -7 -0.4 0.4 6.9 2.6 1.5 1.5 7.3 -1.9 -11.5 -0.4
2017 2.1 1.2 4.2 0.4 -1.4 -0.2 -0.7 3.6 5.5 3.8 -2.2 4.6 22.6
2018 -9.6 1.3 -12.7 -0.7 9.5 -0.7 3.6 8.8 0.3 -1.9 1 3.9 0.3
2019 -16.3 9.2 1.9 -7.2 -8.7 6.4 5.9 -1.6 1.9 1.6 11.6 15.2 16.4
2020 19.4 27.8 -4.6 -11.5 11 10.8 12.4 21.9 26.1 -20 -2.3 6.3 127.5
2021 -26.9 -10.6 3 -7.1 -3 -7 10.7 -5.1 31.3 -10.5 3.8 7.3 -22.4
2022 -7.5 -7.2 1.3 -9.6 -3.2 13 -10.6 -10.3 -20.5 -3 -3.5 -21.3 -59.6
2023 19.8 11.4 -13 -7.5 -8.2 9.6 15.7 9.4 -6.7 0.8 -0.5 20.7 54.4
2024 -7.8 3.8 9 -8.9 0 0 0 0 0 0 0 0 -4.9