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Morgan Stanley Inst Discovery I (MPEGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.33+0.11 (+0.72%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.19%
5-year average return2.13%
Number of years up23
Number of years down10
Best 1-yr total return (4 Jul 2024)142.56%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return142.56%
Worst 3-yr total return-22.09%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMPEGXCategory
YTD0.46%10.80%
1-month3.61%4.43%
3-month-6.68%7.00%
1-year13.50%48.17%
3-year-23.81%21.26%
5-year2.46%20.18%
10-year7.57%14.07%
Last bull market44.59%27.14%
Last bear market-41.72%-21.26%

Annual total return (%) history

Year
MPEGXCategory
2024
N/AN/A
2023
46.66%N/A
2022
-63.39%N/A
2021
-11.92%N/A
2020
142.56%39.26%
2019
39.80%32.52%
2018
12.14%-6.65%
2017
39.35%23.91%
2016
-13.40%6.03%
2015
-5.86%-0.95%
2014
1.33%7.00%
2013
38.35%34.93%
2012
9.49%14.07%
2011
-6.89%-3.96%
2010
32.94%24.61%
2009
60.19%39.11%
2008
-47.22%-43.77%
2007
22.87%15.09%
2006
10.14%9.00%
2005
18.38%9.84%
2004
22.02%13.23%
2003
42.47%35.96%
2002
-30.77%-27.24%
2001
-29.61%-19.98%
2000
-7.34%-4.78%
1999
68.18%60.49%
1998
37.35%18.76%
1997
33.13%17.98%
1996
18.79%18.11%
1995
36.25%34.57%
1994
-5.39%-1.85%
1993
18.23%13.88%
1992
2.87%7.07%
1991
59.51%49.71%
1990
N/A-5.37%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.66%-6.68%N/AN/A
202316.75%11.19%-7.61%22.28%
2022-28.31%-41.72%2.29%-14.34%
2021-2.17%9.79%-9.54%-9.34%
2020-6.15%69.78%24.97%21.82%
201926.48%12.78%-9.37%8.15%
20188.38%12.94%13.11%-19.00%
201712.52%13.21%2.43%6.79%
2016-9.56%2.23%5.22%-10.98%
20152.97%-0.49%-10.79%2.99%
20140.09%0.11%-1.48%2.64%
20139.21%5.22%10.82%8.64%
201217.62%-9.30%0.60%2.02%
20118.22%3.04%-19.21%3.35%
20106.57%-4.86%17.58%11.52%
2009-1.25%26.71%22.49%4.51%
2008-12.21%3.52%-20.80%-26.68%
20073.01%9.26%9.78%-0.55%
20069.09%-4.94%-2.25%8.65%
2005-2.33%5.70%8.58%5.61%
20045.52%2.81%-0.80%13.39%
20031.32%17.48%7.23%11.61%
2002-4.30%-15.15%-17.78%3.69%
2001-24.69%9.53%-27.63%17.91%
200013.34%-6.80%6.45%-17.60%
19996.47%13.38%0.08%39.21%
199820.72%3.50%-19.14%35.95%
1997-9.29%20.63%20.41%1.06%
199611.49%8.33%1.23%-2.85%
19955.63%8.10%13.28%5.34%
1994-5.81%-8.61%8.89%0.94%
1993-1.73%2.83%13.38%3.20%
1992-6.19%-6.59%0.42%16.91%
199120.93%1.54%11.09%16.92%
199012.20%-19.73%21.78%N/A

Rank in category (by total return)

YTD85
1-month5
3-month90
1-year35
3-year99
5-year97

Load adjusted returns

1-year13.50%
3-year-23.81%
5-year2.46%
10-year7.57%