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Morgan Stanley Mortgage Securities L (MTGCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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7.47+0.03 (+0.40%)
At close: 06:25PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.65%
5-year average return0.73%
Number of years up23
Number of years down3
Best 1-yr total return (29 Apr 2024)7.91%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return7.91%
Worst 3-yr total return-2.03%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMTGCXCategory
YTD0.34%-0.61%
1-month1.06%0.77%
3-month0.34%1.99%
1-year4.60%3.06%
3-year-0.26%5.69%
5-year1.21%3.75%
10-year2.63%3.84%
Last bull market2.88%4.61%
Last bear market-2.20%1.87%

Annual total return (%) history

Year
MTGCXCategory
2024
N/AN/A
2023
7.89%N/A
2022
-9.03%N/A
2021
0.44%N/A
2020
2.91%8.06%
2019
6.20%8.94%
2018
1.39%-0.61%
2017
6.48%4.27%
2016
5.07%3.86%
2015
1.29%-0.45%
2014
6.50%5.42%
2013
2.45%-0.90%
2012
7.91%7.76%
2011
5.11%6.27%
2010
5.16%8.51%
2009
6.58%15.12%
2008
-9.21%-3.86%
2007
4.56%5.62%
2006
2.88%4.48%
2005
1.71%2.09%
2004
3.11%4.59%
2003
1.05%6.32%
2002
9.05%8.44%
2001
5.69%7.84%
2000
10.31%10.08%
1999
-4.31%-1.06%
1998
9.09%7.25%
1997
N/A9.73%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.34%N/AN/AN/A
20233.50%-0.81%-0.87%6.02%
2022-4.27%-2.20%-3.75%0.95%
2021-0.30%1.07%0.22%-0.54%
2020-6.78%6.03%2.67%1.40%
20191.78%2.27%1.68%0.34%
2018-0.40%0.49%-0.19%1.49%
20172.37%2.14%1.22%0.62%
20160.69%2.28%3.73%-1.64%
20151.29%-0.81%0.99%-0.17%
20142.04%2.69%0.16%1.47%
20131.90%-1.64%0.78%1.43%
20122.26%1.69%3.83%-0.06%
20110.79%2.71%0.83%0.69%
20101.29%2.95%0.59%0.25%
20092.91%0.31%2.49%0.74%
2008-4.84%-2.83%-3.47%1.72%
20071.37%-0.53%1.95%1.71%
2006-0.30%-0.36%2.63%0.92%
2005-0.19%1.81%-0.21%0.30%
20041.20%-0.90%1.92%0.88%
20030.12%-0.40%0.50%0.84%
2002-0.48%3.93%4.77%0.64%
20011.54%-0.16%4.68%-0.41%
20001.93%1.57%2.82%3.63%
1999-2.19%-1.40%0.15%-0.93%
19981.23%2.42%5.43%-0.20%
19973.08%N/AN/AN/A

Rank in category (by total return)

YTD14
1-month26
3-month14
1-year11
3-year3
5-year26

Load adjusted returns

1-year4.60%
3-year-0.26%
5-year1.21%
10-year2.63%