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Morgan Stanley Insti Fd Advantage Portfolio Cl L: (MF: MAPLX)
(NASDAQ Mutual Funds) As of Nov 7, 2024 08:00 PM ET
$21.77 USD
+0.31 (1.45%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Sep 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 11.90 | 80 |
| 3 months | 10.51 | 4 |
| 6 months | 1.19 | 90 |
| 1 Year | 35.95 | 30 |
| 3 Year | -11.63 | 98 |
| 5 Year | 4.95 | 97 |
| 10 Year | 9.87 | 61 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Sep 30, 2024
| 1 Year | 35.95 |
| 5 Year | 4.95 |
| 10 Year | 9.86 |
| Since Inception | 12.37 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.59 | -8.43 | 10.51 | NA |
| 2023 | 19.23 | 13.11 | -10.84 | 21.48 |
| 2022 | -25.03 | -38.00 | 3.68 | -5.77 |
| 2021 | -2.71 | 11.48 | -5.35 | -7.00 |
| 2020 | -9.67 | 46.33 | 13.79 | 16.14 |
| 2019 | 17.97 | 7.25 | -2.83 | 2.87 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 11.90 | 46.07 | -54.59 | -4.54 | 74.68 | 26.48 | 3.58 | 32.00 | 2.72 | 12.47 | 7.33 |
| % Total Return Rel to Index | -10.19 | 19.82 | -36.39 | -33.22 | 56.28 | -5.00 | 7.97 | 10.20 | -9.21 | 11.08 | -6.31 |
| % Total Return Rel to Peer | -5.06 | 23.07 | -34.90 | -26.60 | 54.76 | -1.94 | 10.44 | 11.32 | -5.09 | 14.06 | -0.87 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 5.00 | 1.00 | 4.00 | 1.00 | 1.00 | 4.00 | 1.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.02 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.14 | 0.00 | 0.01 |
| Capital Gains ($) | 0.00 | 0.00 | 3.43 | 7.78 | 2.24 | 0.50 | 1.33 | 1.60 | 0.38 | 1.53 | 0.77 |
| Expense Ratio | 0.99 | 0.94 | 0.99 | 0.94 | 0.95 | 0.95 | 0.98 | 0.96 | 0.91 | 0.97 | 1.18 |
* 1 = Top 20%, 5 = Bottom 20%