Nasdaq - Delayed Quote USD
Morgan Stanley Global Endurance R6 (MSJSX)
At close: October 25 at 8:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 5.16% |
| 5y Average Return | 9.14% |
| Number of Years Up | 4 |
| Number of Years Down | 1 |
| Best 1Y Total Return (Oct 24, 2024) | 110.08% |
| Worst 1Y Total Return (Oct 24, 2024) | -- |
| Best 3Y Total Return | 110.08% |
| Worst 3Y Total Return | -13.86% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
MSJSX
Category
- YTD
- 7.55%
- 12.99%
- 1-Month
- 6.35%
- 1.30%
- 3-Month
- 13.48%
- 6.38%
- 1-Year
- 15.66%
- 53.27%
- 3-Year
- -17.44%
- 14.94%
- 5-Year
- 9.98%
- 15.72%
- 10-Year
- 0.00%
- 9.30%
- Last Bull Market
- 27.77%
- 18.45%
- Last Bear Market
- -40.61%
- -25.47%
Annual Total Return (%) History
Year
MSJSX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 5.48% | -10.14% | 13.48% | -- |
| 2023 | 31.02% | 23.27% | -0.59% | 7.54% |
| 2022 | -31.75% | -40.61% | -4.97% | -12.34% |
| 2021 | 22.35% | 12.88% | -11.57% | -10.24% |
| 2020 | -27.07% | 75.50% | 21.63% | 34.95% |
| 2019 | 18.80% | 2.86% | -4.26% | 11.45% |
Rank in Category (By Total Return)
| YTD | 61 |
| 1-Month | 4 |
| 3-Month | 5 |
| 1-Year | 75 |
| 3-Year | 90 |
| 5-Year | 31 |
Load Adjusted Returns
| 1-Year | 15.66% |
| 3-Year | -17.44% |
| 5-Year | 9.98% |
| 10-Year | -- |
Performance & Risk
| YTD Return | 5.16% |
| 5y Average Return | 9.14% |
| Rank in Category (ytd) | 61 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.40 |
| Morningstar Risk Rating |
Fund Overview
| Category | World Small/Mid Stock |
| Fund Family | Morgan Stanley |
| Net Assets | 41.77M |
| YTD Return | 7.55% |
| Yield | 1.74% |
| Morningstar Rating | |
| Inception Date | Dec 31, 2018 |
Fund Summary
Under normal market conditions, the Adviser seeks to achieve the fund's investment objective by investing primarily in equity securities of established and emerging companies located throughout the world, with capitalizations within the range of companies included in the MSCI All Country World Index. The Adviser typically favors companies with rising returns on invested capital, above-average business visibility, strong free cash flow generation and an attractive risk/reward.
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