Morgan Stanley Inception Portfolio
Quarterly Returns (%)| Years | Q1 | Q2 | Q3 | Q4 | Annual |
|---|---|---|---|---|---|
| 1989 | 0 | -100 | -100 | 6.22 | 0 |
| 1990 | 1.32 | 9.9 | -22.43 | 20.19 | 3.82 |
| 1991 | 24.79 | -1.83 | 14.6 | 17.31 | 66.79 |
| 1992 | -8.28 | -11.3 | -2.9 | 12.64 | -11.03 |
| 1993 | -11.1 | 1.04 | 7 | 4.04 | 0 |
| 1994 | -4.25 | -8.37 | 12.51 | 0.69 | -0.62 |
| 1995 | 6.58 | 6.17 | 14.64 | 3.72 | 33.31 |
| 1996 | 3.68 | 2.22 | 2.49 | -4.38 | 4.25 |
| 1997 | -11.63 | 14 | 15.86 | -5.15 | 10.71 |
| 1998 | 16.32 | 2.34 | -12.15 | 21.65 | 27.22 |
| 1999 | 9.68 | 17.87 | 2.38 | 48.83 | 96.99 |
| 2000 | 33.48 | -11.14 | 0.93 | -20.74 | -6.8 |
| 2001 | -20.56 | 21.02 | -24.74 | 30.41 | -12.18 |
| 2002 | -0.73 | -10.51 | -15.43 | 6.08 | -22.28 |
| 2003 | -3.6 | 22.41 | 9.15 | 11.9 | 44.13 |
| 2004 | 4.63 | 3.54 | -3.07 | 13.48 | 19.15 |
| 2005 | -1.76 | 7.17 | 3.19 | 4.53 | 13.56 |
| 2006 | 12.58 | -8.55 | -2.3 | 12.06 | 11.84 |
| 2007 | 1.95 | 3.6 | 1.27 | -7 | 3.16 |
| 2008 | -11.81 | -1.56 | -12.91 | -23.08 | -41.84 |
| 2009 | -4.06 | 25 | 18.8 | 3.85 | 47.95 |
| 2010 | 2.06 | -8.12 | 14.88 | 18.38 | 27.52 |
| 2011 | 6.07 | -3.66 | -19.13 | 9.99 | -9.11 |
| 2012 | 12.1 | -1.55 | 5.19 | 0.81 | 17.16 |
| 2013 | 14.48 | 9.16 | 14.54 | 13.19 | 62.42 |
| 2014 | -4.82 | -5.93 | -5.52 | 6.67 | -9.77 |
| 2015 | 4.06 | 3.32 | -15.4 | -0.32 | -9.35 |
| 2016 | -6.84 | 5.7 | 6.79 | -5.27 | -0.38 |
| 2017 | 6.18 | 8.52 | -1.17 | 6.76 | 22.57 |
| 2018 | 2.84 | 15.81 | 7.05 | -18.63 | 0.26 |
| 2019 | 30.56 | 6.73 | -9.62 | -6.82 | 16.42 |
| 2020 | -16.88 | 72.82 | 8.8 | 45.55 | 127.5 |
| 2021 | -0.4 | 37.87 | -32.44 | -16.41 | -22.45 |
| 2022 | -26.27 | -36.24 | -1.08 | -13.06 | -59.56 |
| 2023 | 21.03 | 18.1 | -6.92 | 17.19 | 54.44 |
| 2024 | 3.08 | -5.78 | 0 | 4.13 |