Morgan Stanley Inception Portfolio
Monthly Returns (%)Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2017 | 0 | 0 | 0 | 0 | 0 | 0 | -0.26 | -1.5 | 0.25 | 4.14 | 1.13 | 2.14 | 0 |
2018 | 3.7 | 0.86 | -1.93 | 0.22 | 8.71 | 3.51 | -0.87 | 9.37 | -0.8 | -12.78 | 1.24 | -9.71 | -0.8 |
2019 | 14.97 | 11.52 | 1.55 | 1.83 | -1.8 | 5.8 | 6.25 | -8.69 | -7.33 | 1.82 | 9.14 | -20.69 | 9.1 |
2020 | 10.9 | 10.61 | 12.4 | 21.72 | 26.06 | -20.12 | -2.4 | 6.31 | -14.87 | -4.69 | 27.68 | -13.44 | 116.6 |
2021 | 33 | 42.78 | -10.56 | 5.68 | -5.2 | 10.61 | -7.09 | -3 | -7.19 | 2.94 | -10.71 | -34.35 | -31 |
2022 | -21.36 | -3.51 | -3 | -20.64 | -10.43 | -10.56 | 12.85 | -3.23 | -9.7 | 1.23 | -7.3 | -7.5 | -60 |
2023 | 20.69 | -0.67 | 0.85 | -6.88 | 9.37 | 15.49 | 9.7 | -8.32 | -7.66 | -13.06 | 11.31 | 19.68 | 52.9 |
2024 | -9.02 | 3.2 |