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
1995 0 0 0 0 0 0 0 0 0 0 0 0 0
1996 -40.6 1 -3.8 7.1 5.8 -10.5 -0.8 1.1 2.9 -1.9 3.7 3.7 -36.3
1997 -36.9 -1.6 -5 9.1 -0.7 -11.8 6 8.8 -1.1 -8.1 -4.6 0.6 -43.3
1998 -11.2 6 6.7 9.8 -17.9 -2.8 3.1 -2.4 1.8 5.4 12.6 -2.1 4.7
1999 7 16.8 4.9 2.7 -1.1 0.8 11.3 2.8 2.9 8.6 -2.1 3 73.1
2000 6.7 -21.3 -7.3 -6.5 12.8 -4.3 17.1 -12.6 -13.3 -3 34.7 2.2 -7
2001 6.1 10 9.1 -16.5 -7.1 -4.8 2.6 1 13.2 -12.1 -15.1 6.4 -12.4
2002 -7.2 8.2 5.6 -7.1 -0.4 -11.3 -6.2 -3.8 -0.5 5.1 -3.2 -2.5 -22.4
2003 -0.4 3.2 8.8 -1.7 6.6 4.2 3.1 9.2 8.6 1.5 -2.6 -2.6 43.8
2004 3.4 6.1 3.3 7.4 -3 -6.9 3.6 1.9 -1.9 0.7 0.3 3.5 18.8
2005 0.4 5.9 -1.6 0.2 -2.3 5.2 4.6 7.2 -4.1 -3 3.1 -1.8 13.7
2006 0.3 3.2 7.4 2.7 2.1 -6.9 -1.8 -7.2 0.3 4.7 0.5 6.9 11.5
2007 -1.6 -6.2 3 4 1.2 -2.7 -1.8 4.1 1.6 1.2 -1.8 2.5 2.9
2008 3.6 -8.8 -18.6 -10.3 -0.1 -2.9 -7.7 1.8 4.8 0.1 -3.3 -9 -42
2009 4.2 6.6 -6.6 8.6 2.1 7 2.3 5.7 15.7 14.5 -7.1 -9.9 47.4
2010 9.7 4.2 3.5 12.1 -3.4 5.9 -4.8 -6.1 2.8 6.5 2 -6.1 27.2
2011 -1.7 -0.6 12.5 -12.9 -5.4 -2 -3.9 -3 3.3 2.7 5.1 -1.7 -9.3
2012 5.8 -0.2 -5.4 4.8 2.3 -1.4 5.5 -4.6 -1.9 1.1 2.7 8 16.8
2013 4.6 5.7 2.3 9.4 -0.5 6.5 1 5.6 1.3 4.5 2.6 6.7 62
2014 1.9 -0.1 4.7 -4.3 5.2 -6.4 7.4 -0.1 -12.4 -6.1 3.3 -2 -10.1
2015 -4.3 1.2 2.9 -5.9 -10.7 0.4 2.4 1.8 -1 1.4 7.5 -4.6 -9.7
2016 -2.1 3.9 -7 -0.5 0.3 6.8 2.6 1.6 1.5 7.2 -1.9 -11.5 -0.8
2017 2.2 1.2 4.1 0.3 -1.4 -0.2 -0.7 3.5 5.6 3.7 -2.1 4.6 22.4
2018 -9.7 1.3 -12.7 -0.7 9.5 -0.9 3.7 8.8 0.3 -2 1 3.8 -0
2019 -20.1 9.1 2 -7.3 -8.7 6.3 5.9 -1.7 1.9 1.6 11.5 15.1 10.8
2020 -11.9 27.8 -4.6 -14.4 11 10.7 12.4 21.9 26.2 -20.1 -2.3 6.4 119.5
2021 -33.2 -10.6 3 -7.1 -2.9 -7.1 10.7 -5.1 43.2 -10.5 3.7 33.1 -29.3
2022 -7.3 -7.3 1.1 -9.6 -3.1 12.9 -10.5 -10.4 -20.6 -3 -3.5 -21.3 -59.6
2023 19.8 11.4 -13 -7.6 -8.3 9.7 15.7 9.3 -6.7 0.8 -0.6 20.8 54.2
2024 -14.1 3.8 9 -9 0 0 0 0 0 0 0 0 -8.9