Ms Insight Fund Class R6: (MF: MCRTX)
(NASDAQ Mutual Funds) As of Jul 30, 2024 08:00 PM ET
$33.17 USD
-0.10 (-0.30%)
Latest Performance as of Jun 30, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | -0.90 | 97 |
3 months | -7.24 | 98 |
6 months | -0.90 | 97 |
1 Year | 12.86 | 70 |
3 Year | -21.16 | 99 |
5 Year | 3.07 | 97 |
10 Year | 11.15 | 38 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | NA |
Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2024
1 Year | 12.86 |
5 Year | 3.07 |
10 Year | 11.15 |
Since Inception | 11.84 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 6.83 | -7.24 | NA | NA |
2023 | 19.05 | 12.98 | -6.14 | 21.34 |
2022 | -26.96 | -41.45 | 3.67 | -12.67 |
2021 | -0.43 | 12.91 | -7.48 | -9.86 |
2020 | -4.13 | 59.39 | 22.74 | 15.56 |
2019 | 25.35 | 9.12 | -10.83 | 9.23 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | -0.90 | 53.20 | -61.28 | -6.24 | 116.74 | 33.22 | 12.49 | 48.31 | -3.50 | 8.35 | 5.30 |
% Total Return Rel to Index | -16.20 | 26.96 | -43.08 | -34.92 | 98.33 | 1.73 | 16.89 | 26.51 | -15.44 | 6.96 | -8.34 |
% Total Return Rel to Peer | -11.56 | 30.20 | -41.58 | -28.30 | 96.82 | 4.80 | 19.36 | 27.63 | -11.32 | 9.95 | -2.90 |
% Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 5.00 | 1.00 | 2.00 | 1.00 | 1.00 | 5.00 | 1.00 | 5.00 |
% Dividends | 0.00 | 0.00 | 0.00 | 0.04 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.13 |
% Yield | 0.00 | 0.00 | 0.00 | 0.05 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.03 | 0.35 |
Capital Gains ($) | 0.00 | 0.00 | 8.96 | 9.82 | 7.32 | 2.97 | 3.07 | 9.18 | 2.73 | 2.81 | 2.28 |
Expense Ratio | 0.00 | 0.77 | 0.78 | 0.72 | 0.71 | 0.77 | 0.84 | 0.85 | 0.83 | 0.85 | 0.84 |
* 1 = Top 20%, 5 = Bottom 20%