Morgan Stanley Inception Portfolio
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2013 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 2.34 | 5.69 | 4.64 | 0 |
| 2014 | -1.95 | 3.33 | -6 | -12.37 | 0 | 7.35 | -6.24 | 5.23 | -4.23 | 4.71 | -0.11 | 1.97 | -9.7 |
| 2015 | -4.54 | 7.48 | 1.47 | -0.99 | 1.82 | 2.48 | 0.51 | -10.71 | -5.84 | 2.87 | 1.23 | -4.29 | -9.4 |
| 2016 | -11.47 | -1.89 | 7.27 | 1.48 | 1.61 | 2.57 | 6.85 | 0.42 | -0.49 | -6.95 | 4 | -2.1 | -0.3 |
| 2017 | 4.59 | -2.09 | 3.75 | 5.52 | 3.62 | -0.71 | -0.15 | -1.37 | 0.37 | 4.15 | 1.19 | 2.15 | 22.8 |
| 2018 | 3.83 | 0.97 | -1.91 | 0.27 | 8.85 | 3.66 | -0.78 | 9.49 | -0.72 | -12.65 | 1.33 | -9.62 | 0.4 |
| 2019 | 15.07 | 11.66 | 1.61 | 1.9 | -1.71 | 6 | 6.25 | -8.62 | -7.21 | 1.98 | 9.16 | -16.18 | 16.5 |
| 2020 | 11.02 | 10.72 | 12.47 | 21.88 | 26.23 | -20.03 | -2.33 | 6.38 | -11.44 | -4.53 | 27.78 | -3.67 | 127.9 |
| 2021 | 33.11 | 3.77 | -10.49 | 31.07 | -5.11 | 10.71 | -7.02 | -2.92 | -7.08 | 3.04 | -10.61 | -26.78 | -22.3 |
| 2022 | -21.26 | -3.43 | -2.96 | -20.54 | -10.32 | -10.56 | 13.09 | -3.2 | -9.52 | 1.29 | -7.21 | -7.66 | -59.6 |
| 2023 | 20.79 | -0.61 | 0.93 | -6.74 | 9.31 | 15.73 | 9.7 | -8.21 | -7.48 | -13.01 | 11.32 | 19.87 | 54.6 |
| 2024 | -8.97 | 4.1 |