Morgan Stanley Inception Portfolio
Quarterly Returns (%)| Years | Q1 | Q2 | Q3 | Q4 | Annual |
|---|---|---|---|---|---|
| 1995 | 0 | -100 | -100 | 0 | 0 |
| 1996 | 5.44 | 2.09 | 2.1 | -42.32 | -36.35 |
| 1997 | -11.75 | 13.98 | -4.36 | -41.04 | -43.27 |
| 1998 | 16.12 | 2.37 | -12.35 | 0.45 | 4.66 |
| 1999 | 9.58 | 17.72 | 2.32 | 31.12 | 73.07 |
| 2000 | 33.41 | -11.23 | 0.88 | -20.7 | -6.97 |
| 2001 | -20.6 | 20.9 | -24.68 | 30.36 | -12.35 |
| 2002 | -0.75 | -10.52 | -15.43 | 5.99 | -22.44 |
| 2003 | -3.72 | 22.32 | 9.24 | 11.78 | 43.8 |
| 2004 | 4.5 | 3.48 | -3.1 | 13.34 | 18.77 |
| 2005 | -1.83 | 7.44 | 3.08 | 4.57 | 13.7 |
| 2006 | 12.43 | -8.6 | -2.41 | 12 | 11.49 |
| 2007 | 1.9 | 3.49 | 1.19 | -7.03 | 2.93 |
| 2008 | -11.86 | -1.65 | -12.94 | -23.1 | -41.97 |
| 2009 | -4.17 | 24.96 | 18.58 | 3.82 | 47.43 |
| 2010 | 2.01 | -8.1 | 14.72 | 18.27 | 27.2 |
| 2011 | 6.03 | -3.7 | -19.19 | 9.95 | -9.27 |
| 2012 | 12.03 | -1.66 | 5.11 | 0.72 | 16.77 |
| 2013 | 14.39 | 9.07 | 14.47 | 13.06 | 62.05 |
| 2014 | -4.89 | -5.97 | -5.68 | 6.6 | -10.08 |
| 2015 | 3.96 | 3.23 | -15.59 | -0.37 | -9.74 |
| 2016 | -6.94 | 5.7 | 6.64 | -5.39 | -0.76 |
| 2017 | 6.14 | 8.44 | -1.25 | 6.81 | 22.42 |
| 2018 | 2.67 | 15.87 | 6.94 | -18.66 | -0.03 |
| 2019 | 30.47 | 6.73 | -9.72 | -11.08 | 10.81 |
| 2020 | -17.04 | 72.95 | 5.2 | 7.37 | 119.51 |
| 2021 | 23.55 | 50.41 | -38.15 | -16.72 | -29.34 |
| 2022 | -26.29 | -36.28 | -1.13 | -13.05 | -59.62 |
| 2023 | 21.01 | 17.98 | -6.96 | 17.26 | 54.22 |
| 2024 | 2.92 | -3.62 | 0 | 3.89 |