Morgan Stanley Inception Portfolio
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2011 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | -3.68 | 0 |
| 2012 | 7.89 | 2.75 | 0.92 | -1.9 | -4.64 | 5.51 | -1.48 | 2.19 | 4.75 | -5.41 | -0.15 | 5.71 | 16.3 |
| 2013 | 6.58 | 2.59 | 4.48 | 1.27 | 5.56 | 0.94 | 6.46 | -0.53 | 9.32 | 2.28 | 5.57 | 4.57 | 61.1 |
| 2014 | -1.99 | 3.24 | -6.11 | -12.39 | -0.13 | 7.31 | -6.33 | 5.16 | -4.34 | 4.67 | -0.19 | 1.89 | -10.5 |
| 2015 | -4.59 | 7.39 | 1.4 | -1.05 | 1.66 | 2.42 | 0.45 | -10.77 | -5.93 | 2.81 | 1.11 | -4.3 | -10.2 |
| 2016 | -11.49 | -1.99 | 7.16 | 1.44 | 1.51 | 2.54 | 6.75 | 0.33 | -0.57 | -7.04 | 3.87 | -2.11 | -1.2 |
| 2017 | 4.5 | -2.11 | 3.53 | 5.5 | 3.55 | -0.84 | -0.19 | -1.47 | 0.35 | 4.12 | 1.09 | 2.23 | 21.8 |
| 2018 | 3.78 | 0.8 | -2.03 | 0.35 | 8.62 | 3.6 | -0.82 | 9.37 | -0.85 | -12.63 | 1.2 | -9.68 | -0.6 |
| 2019 | 15.07 | 11.51 | 1.54 | 1.84 | -1.8 | 5.84 | 6.23 | -8.65 | -7.26 | 1.82 | 9.14 | -21.76 | 7.9 |
| 2020 | 10.97 | 10.58 | 12.41 | 21.88 | 25.98 | -20.13 | -2.33 | 6.27 | -15.81 | -4.59 | 27.65 | -16.13 | 114.8 |
| 2021 | 32.95 | 3.71 | -10.54 | 50.29 | -5.22 | -22.18 | -7.11 | -2.97 | -7.15 | 2.92 | -10.68 | -9.57 | -33.1 |
| 2022 | -21.36 | -3.47 | -3.11 | -20.52 | -10.42 | -10.59 | 13.01 | -3.44 | -9.61 | 1.18 | -7.2 | -7.34 | -59.8 |
| 2023 | 20.59 | -0.56 | 0.75 | -6.93 | 9.26 | 15.65 | 9.71 | -8.27 | -7.59 | -13.01 | 11.22 | 19.65 | 52.9 |
| 2024 | -9.02 | 5.3 |