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OTC Markets OTCPK - Delayed Quote USD

MS INVF Global Opportunity A (0P0000RZ2H)

152.59
+1.00
+(0.66%)
At close: May 5 at 4:00:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.00%
5y Average Return 0.00%
Number of Years Up 9
Number of Years Down 5
Best 1Y Total Return 54.01%
Worst 1Y Total Return --
Best 3Y Total Return 54.01%
Worst 3Y Total Return -4.75%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000RZ2H
Category
YTD
-3.95%
0.00%
1-Month
-7.88%
0.00%
3-Month
-3.95%
0.00%
1-Year
8.19%
0.00%
3-Year
9.44%
0.00%
5-Year
12.71%
0.00%
10-Year
12.66%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000RZ2H
Category
2025
--
--
2024
26.03%
--
2023
50.26%
--
2022
-42.46%
--
2021
-0.06%
--
2020
54.01%
--
2019
34.82%
--
2018
-7.36%
--

2017
48.44%
--
2016
-0.56%
--
2015
18.62%
--
2014
7.40%
--
2013
38.61%
--
2012
9.14%
--
2011
-6.47%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -3.95% -- -- --
2024 11.89% -1.03% 9.25% 4.17%
2023 20.08% 11.94% -3.91% 16.34%
2022 -20.15% -29.35% -1.40% 3.44%
2021 -1.94% 8.49% -5.44% -0.65%
2020 -11.45% 30.26% 19.54% 11.70%
2019 18.36% 6.19% -3.34% 10.98%
2018 3.21% 8.37% -1.62% -15.81%
2017 15.27% 9.63% 9.74% 7.05%
2016 -4.33% 0.83% 7.90% -4.45%

2015 6.94% 6.44% -7.61% 12.79%
2014 1.41% 3.67% 1.63% 0.51%
2013 0.49% 2.59% 18.51% 13.46%
2012 14.44% -8.41% 2.32% 1.77%
2011 4.66% 2.83% -17.45% 5.29%

Rank in Category (By Total Return)

YTD 54
1-Month 89
3-Month 54
1-Year 9
3-Year 5
5-Year 30

Load Adjusted Returns

1-Year 1.97%
3-Year 7.30%
5-Year 11.39%
10-Year 12.00%

Performance & Risk

YTD Return 0.00%
5y Average Return 0.00%
Rank in Category (ytd) 54
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.22
Morningstar Risk Rating

Fund Overview

Category --
Fund Family MSIM Fund Management (Ireland) Limited
Net Assets --
YTD Return -3.95%
Yield 0.00%
Morningstar Rating
Inception Date Oct 01, 2012

Fund Summary

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