Morgan Stanley Inception Portfolio
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1995 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| 1996 | 3.69 | 3.65 | -1.89 | 2.87 | 1.09 | -0.82 | -10.49 | 5.83 | 7.12 | -3.77 | 0.98 | -40.64 | -36.4 |
| 1997 | 0.59 | -4.58 | -8.06 | -1.1 | 8.77 | 5.95 | -11.75 | -0.67 | 9.11 | -5.02 | -1.63 | -36.89 | -43.3 |
| 1998 | -2.1 | 12.58 | 5.35 | 1.81 | -2.44 | 3.07 | -2.76 | -17.91 | 9.81 | 6.67 | 6.01 | -11.17 | 4.7 |
| 1999 | 3.03 | -2.08 | 8.63 | 2.88 | 2.8 | 11.32 | 0.77 | -1.12 | 2.69 | 4.93 | 16.79 | 6.98 | 73.1 |
| 2000 | 2.15 | 34.66 | -3.02 | -13.3 | -12.55 | 17.08 | -4.27 | 12.76 | -6.54 | -7.33 | -21.26 | 6.71 | -7 |
| 2001 | 6.37 | -15.05 | -12.12 | 13.21 | 1.04 | 2.58 | -4.81 | -7.08 | -16.48 | 9.12 | 9.98 | 6.12 | -12.4 |
| 2002 | -2.46 | -3.18 | 5.09 | -0.54 | -3.79 | -6.19 | -11.27 | -0.41 | -7.06 | 5.55 | 8.16 | -7.16 | -22.4 |
| 2003 | -2.62 | -2.55 | 1.45 | 8.58 | 9.22 | 3.14 | 4.21 | 6.62 | -1.68 | 8.78 | 3.15 | -0.38 | 43.8 |
| 2004 | 3.54 | 0.28 | 0.65 | -1.92 | 1.87 | 3.58 | -6.91 | -3.04 | 7.36 | 3.29 | 6.11 | 3.41 | 18.8 |
| 2005 | -1.83 | 3.05 | -2.96 | -4.12 | 7.18 | 4.55 | 5.23 | -2.26 | 0.23 | -1.62 | 5.87 | 0.4 | 13.7 |
| 2006 | 6.91 | 0.46 | 4.69 | 0.29 | -7.2 | -1.79 | -6.87 | 2.05 | 2.68 | 7.42 | 3.19 | 0.31 | 11.5 |
| 2007 | 2.53 | -1.78 | 1.18 | 1.63 | 4.05 | -1.84 | -2.74 | 1.17 | 3.99 | 3.03 | -6.24 | -1.56 | 2.9 |
| 2008 | -8.96 | -3.28 | 0.09 | 4.76 | 1.75 | -7.73 | -2.89 | -0.1 | -10.27 | -18.61 | -8.8 | 3.6 | -42 |
| 2009 | -9.87 | -7.1 | 14.45 | 15.68 | 5.65 | 2.26 | 6.97 | 2.06 | 8.62 | -6.56 | 6.6 | 4.23 | 47.4 |
| 2010 | -6.12 | 2.04 | 6.49 | 2.81 | -6.12 | -4.77 | 5.93 | -3.38 | 12.09 | 3.48 | 4.22 | 9.67 | 27.2 |
| 2011 | -1.73 | 5.06 | 2.7 | 3.34 | -3.03 | -3.9 | -1.99 | -5.35 | -12.89 | 12.51 | -0.57 | -1.72 | -9.3 |
| 2012 | 7.97 | 2.67 | 1.07 | -1.89 | -4.63 | 5.5 | -1.4 | 2.26 | 4.81 | -5.39 | -0.15 | 5.76 | 16.8 |
| 2013 | 6.7 | 2.57 | 4.52 | 1.33 | 5.58 | 1 | 6.54 | -0.53 | 9.41 | 2.26 | 5.68 | 4.62 | 62.1 |
| 2014 | -1.97 | 3.3 | -6.08 | -12.4 | -0.06 | 7.4 | -6.35 | 5.21 | -4.27 | 4.72 | -0.12 | 1.92 | -10.1 |
| 2015 | -4.63 | 7.53 | 1.37 | -0.97 | 1.76 | 2.43 | 0.44 | -10.72 | -5.87 | 2.89 | 1.15 | -4.27 | -9.7 |
| 2016 | -11.51 | -1.94 | 7.24 | 1.49 | 1.56 | 2.55 | 6.81 | 0.32 | -0.47 | -6.98 | 3.92 | -2.13 | -0.8 |
| 2017 | 4.61 | -2.12 | 3.67 | 5.55 | 3.5 | -0.74 | -0.17 | -1.41 | 0.34 | 4.12 | 1.21 | 2.2 | 22.4 |
| 2018 | 3.78 | 0.96 | -2.02 | 0.33 | 8.75 | 3.67 | -0.86 | 9.47 | -0.71 | -12.71 | 1.32 | -9.67 | -0 |
| 2019 | 15.1 | 11.54 | 1.62 | 1.9 | -1.67 | 5.88 | 6.3 | -8.67 | -7.27 | 1.99 | 9.12 | -20.09 | 10.8 |
| 2020 | 11.03 | 10.65 | 12.43 | 21.89 | 26.2 | -20.14 | -2.32 | 6.35 | -14.37 | -4.59 | 27.78 | -11.93 | 119.5 |
| 2021 | 33.08 | 3.74 | -10.51 | 43.19 | -5.12 | 10.71 | -7.06 | -2.94 | -7.14 | 2.98 | -10.63 | -33.2 | -29.3 |
| 2022 | -21.29 | -3.46 | -2.99 | -20.55 | -10.35 | -10.53 | 12.9 | -3.14 | -9.59 | 1.14 | -7.26 | -7.3 | -59.6 |
| 2023 | 20.83 | -0.62 | 0.78 | -6.67 | 9.3 | 15.65 | 9.72 | -8.26 | -7.57 | -12.99 | 11.36 | 19.83 | 54.2 |
| 2024 | -9 | 3.9 |