Morgan Stanley Inception Portfolio
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1989 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 2.7 | 3.42 | 0 |
| 1990 | -8.04 | 3.4 | 6.57 | -2.05 | 9.63 | 2.35 | -3.4 | -11.17 | -9.6 | -1.1 | 12.18 | 8.32 | 3.8 |
| 1991 | 11.35 | 7.48 | 4.28 | 0 | 4.84 | -6.36 | 9.34 | 4.78 | 1.3 | 4.12 | -2.22 | 15.23 | 66.8 |
| 1992 | -0.77 | -0.28 | -7.32 | -5.86 | -0.89 | -4.94 | 1.35 | -2.46 | -1.77 | 3.96 | 6.75 | 1.5 | -11 |
| 1993 | -2.1 | -10.2 | 1.12 | -7.14 | 7.17 | 1.53 | -1.3 | 2.43 | 5.84 | 0.26 | -2.69 | 6.64 | 0 |
| 1994 | 0.49 | 0.61 | -5.3 | -0.52 | -4.01 | -4.05 | 0.56 | 9.92 | 1.78 | 1.37 | -2.34 | 1.7 | -0.6 |
| 1995 | -0.74 | 5.31 | 1.96 | -2.62 | 3.47 | 5.37 | 7.46 | 1.73 | 4.86 | -1.15 | 1.64 | 2.28 | 33.3 |
| 1996 | 1.91 | 3.65 | -1.85 | 2.92 | 1.13 | -0.78 | -10.25 | 5.88 | 7.16 | -3.77 | 1.02 | -1.65 | 4.3 |
| 1997 | 0.59 | -4.49 | -8.02 | -1.09 | 8.73 | 6 | 6.8 | -0.67 | 9.21 | -5.06 | -1.62 | 1.55 | 10.7 |
| 1998 | -2.07 | 12.7 | 5.4 | 1.78 | -2.41 | 3.03 | -2.68 | -17.79 | 9.8 | 6.82 | 5.92 | 7.52 | 27.2 |
| 1999 | 3.1 | -2.05 | 8.6 | 3.05 | 2.74 | 11.32 | 0.76 | -1.1 | 2.74 | 4.94 | 16.84 | 21.39 | 97 |
| 2000 | 2.18 | 34.68 | -3 | -13.27 | -12.52 | 17.12 | -4.23 | 12.71 | -6.5 | -7.27 | -21.27 | 6.65 | -6.8 |
| 2001 | 6.46 | -15.04 | -12.17 | 13.29 | 1.01 | 2.6 | -4.77 | -7.07 | -16.54 | 9.25 | 10.04 | 6.04 | -12.2 |
| 2002 | -2.38 | -3.18 | 5.04 | -0.52 | -3.67 | -6.32 | -11.16 | -0.39 | -7.1 | 5.66 | 8.03 | -7.06 | -22.3 |
| 2003 | -2.53 | -2.6 | 1.54 | 8.58 | 9.3 | 3.15 | 4.18 | 6.62 | -1.73 | 8.9 | 3.23 | -0.46 | 44.1 |
| 2004 | 3.61 | 0.36 | 0.62 | -1.95 | 1.89 | 3.63 | -6.92 | -3.03 | 7.38 | 3.35 | 6.14 | 3.45 | 19.2 |
| 2005 | -1.76 | 3.01 | -2.92 | -4.4 | 7.24 | 4.53 | 5.25 | -2.24 | 0.3 | -1.7 | 6.01 | 0.31 | 13.6 |
| 2006 | 7.07 | 0.43 | 4.69 | 0.34 | -7.22 | -1.78 | -6.85 | 2.12 | 2.71 | 7.38 | 3.25 | 0.29 | 11.8 |
| 2007 | 2.55 | -1.76 | 1.19 | 1.69 | 4.06 | -1.81 | -2.74 | 1.18 | 4.07 | 3 | -6.24 | -1.55 | 3.2 |
| 2008 | -8.92 | -3.26 | 0.09 | 4.84 | 1.73 | -7.7 | -2.9 | 0 | -10.31 | -18.55 | -8.91 | 3.67 | -41.8 |
| 2009 | -9.83 | -7.12 | 14.55 | 15.85 | 5.54 | 2.23 | 7.1 | 2.04 | 8.7 | -6.62 | 6.6 | 4.33 | 48 |
| 2010 | -6.19 | 2.11 | 6.56 | 2.81 | -6.09 | -4.84 | 6.05 | -3.44 | 12.18 | 3.43 | 4.28 | 9.76 | 27.5 |
| 2011 | -1.76 | 5.17 | 2.66 | 3.33 | -2.96 | -3.91 | -2 | -5.29 | -12.87 | 12.55 | -0.61 | -1.68 | -9.1 |
| 2012 | 7.99 | 2.78 | 1 | -1.83 | -4.6 | 5.58 | -1.38 | 2.25 | 4.83 | -5.42 | -0.07 | 5.79 | 17.2 |
| 2013 | 6.64 | 2.65 | 4.58 | 1.3 | 5.6 | 1.04 | 6.57 | -0.49 | 9.36 | 2.34 | 5.69 | 4.65 | 62.4 |
| 2014 | -1.95 | 3.33 | -6.05 | -12.37 | 0 | 7.35 | -6.24 | 5.17 | -4.18 | 4.72 | -0.11 | 1.98 | -9.8 |
| 2015 | -4.54 | 7.49 | 1.42 | -0.99 | 1.82 | 2.48 | 0.58 | -10.67 | -5.85 | 2.87 | 1.17 | -4.22 | -9.4 |
| 2016 | -11.49 | -1.89 | 7.29 | 1.48 | 1.54 | 2.58 | 6.87 | 0.35 | -0.42 | -6.96 | 4.01 | -2.1 | -0.4 |
| 2017 | 4.6 | -2.16 | 3.76 | 5.54 | 3.57 | -0.71 | -0.15 | -1.38 | 0.37 | 4.17 | 1.19 | 2.1 | 22.6 |
| 2018 | 3.85 | 0.97 | -1.93 | 0.27 | 8.81 | 3.6 | -0.71 | 9.46 | -0.73 | -12.66 | 1.26 | -9.61 | 0.3 |
| 2019 | 15.18 | 11.55 | 1.62 | 1.91 | -1.64 | 5.88 | 6.38 | -8.67 | -7.18 | 1.91 | 9.22 | -16.29 | 16.4 |
| 2020 | 11 | 10.75 | 12.44 | 21.89 | 26.1 | -20.02 | -2.27 | 6.34 | -11.5 | -4.57 | 27.75 | 19.39 | 127.5 |
| 2021 | 7.25 | 3.75 | -10.49 | 31.25 | -5.13 | 10.73 | -7 | -2.95 | -7.09 | 3.03 | -10.62 | -26.87 | -22.5 |
| 2022 | -21.26 | -3.47 | -3 | -20.52 | -10.28 | -10.59 | 13.02 | -3.24 | -9.55 | 1.31 | -7.2 | -7.52 | -59.6 |
| 2023 | 20.65 | -0.52 | 0.83 | -6.72 | 9.42 | 15.7 | 9.63 | -8.23 | -7.48 | -12.98 | 11.35 | 19.81 | 54.4 |
| 2024 | -8.91 | 4.1 |