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
2011 -3.7 0 0 0 0 0 0 0 0 0 0 0 0
2012 5.7 -0.2 -5.4 4.8 2.2 -1.5 5.5 -4.6 -1.9 0.9 2.8 7.9 0
2013 4.6 5.6 2.3 9.3 -0.5 6.5 0.9 5.6 1.3 4.5 2.6 6.6 61.1
2014 1.9 -0.2 4.7 -4.3 5.2 -6.3 7.3 -0.1 -12.4 -6.1 3.2 -2 -10.5
2015 -4.3 1.1 2.8 -5.9 -10.8 0.5 2.4 1.7 -1.1 1.4 7.4 -4.6 -10.2
2016 -2.1 3.9 -7 -0.6 0.3 6.8 2.5 1.5 1.4 7.2 -2 -11.5 -1.2
2017 2.2 1.1 4.1 0.4 -1.5 -0.2 -0.8 3.6 5.5 3.5 -2.1 4.5 21.8
2018 -9.7 1.2 -12.6 -0.9 9.4 -0.8 3.6 8.6 0.4 -2 0.8 3.8 -0.6
2019 -21.8 9.1 1.8 -7.3 -8.7 6.2 5.8 -1.8 1.8 1.5 11.5 15.1 7.9
2020 -16.1 27.7 -4.6 -15.8 11 10.6 12.4 21.9 26 -20.1 -2.3 6.3 114.8
2021 -9.6 -10.7 2.9 -7.2 -3 -7.1 -22.2 -5.2 50.3 -10.5 3.7 33 -33.1
2022 -7.3 -7.2 1.2 -9.6 -3.4 13 -10.6 -10.4 -20.5 -3.1 -3.5 -21.4 -59.8
2023 19.7 11.2 -13 -7.6 -8.3 9.7 15.7 9.3 -6.9 0.8 -0.6 20.6 52.9
2024 -5.5 3.7 8.9 -9 0 0 0 0 0 0 0 0 -2.8