Back to top
Morgan Stanley Insti Fd Advantage Portfolio Cl I: (MF: MPAIX)
(NASDAQ Mutual Funds) As of Jul 26, 2024 08:00 PM ET
$17.99 USD
+0.26 (1.47%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 1.35 | 91 |
| 3 months | -8.42 | 99 |
| 6 months | 1.35 | 91 |
| 1 Year | 9.86 | 83 |
| 3 Year | -15.96 | 98 |
| 5 Year | 2.41 | 98 |
| 10 Year | 9.16 | 58 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 9.86 |
| 5 Year | 2.41 |
| 10 Year | 9.16 |
| Since Inception | 11.92 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.67 | -8.42 | NA | NA |
| 2023 | 19.25 | 13.16 | -10.83 | 21.56 |
| 2022 | -24.99 | -37.96 | 3.64 | -5.72 |
| 2021 | -2.68 | 11.49 | -5.32 | -6.98 |
| 2020 | -9.63 | 46.32 | 13.81 | 16.16 |
| 2019 | 18.01 | 7.27 | -2.82 | 2.94 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 1.35 | 46.28 | -54.53 | -4.44 | 74.82 | 26.64 | 3.72 | 32.10 | 2.82 | 12.55 | 7.48 |
| % Total Return Rel to Index | -13.94 | 20.03 | -36.32 | -33.13 | 56.42 | -4.84 | 8.11 | 10.30 | -9.11 | 11.16 | -6.16 |
| % Total Return Rel to Peer | -9.30 | 23.28 | -34.83 | -26.50 | 54.90 | -1.77 | 10.58 | 11.42 | -4.99 | 14.15 | -0.72 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 5.00 | 1.00 | 4.00 | 1.00 | 1.00 | 4.00 | 1.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.04 | 0.01 | 0.01 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.23 | 0.08 | 0.03 |
| Capital Gains ($) | 0.00 | 0.00 | 3.43 | 7.78 | 2.24 | 0.50 | 1.33 | 1.60 | 0.38 | 1.53 | 0.77 |
| Expense Ratio | 0.00 | 0.81 | 0.85 | 0.85 | 0.84 | 0.84 | 0.84 | 0.84 | 0.84 | 0.86 | 1.04 |
* 1 = Top 20%, 5 = Bottom 20%