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OTC Markets OTCPK - Delayed Quote USD

MS INVF US Insight I (0P0001ALLY)

20.40
-0.51
(-2.44%)
At close: April 30 at 4:00:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.00%
5y Average Return 0.00%
Number of Years Up 2
Number of Years Down 2
Best 1Y Total Return 53.55%
Worst 1Y Total Return --
Best 3Y Total Return 53.55%
Worst 3Y Total Return -18.15%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001ALLY
Category
YTD
-13.07%
0.00%
1-Month
-11.53%
0.00%
3-Month
-13.07%
0.00%
1-Year
17.78%
0.00%
3-Year
-0.38%
0.00%
5-Year
0.00%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0001ALLY
Category
2025
--
--
2024
42.11%
--
2023
53.55%
--
2022
-61.77%
--
2021
-6.58%
--
2020
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -13.07% -- -- --
2024 4.89% -7.09% 14.92% 26.89%
2023 16.62% 16.05% -6.29% 21.07%
2022 -26.64% -43.61% 6.94% -13.58%
2021 -2.90% 14.80% -8.56% -8.35%
2020 16.30% -- -- --

Rank in Category (By Total Return)

YTD 93
1-Month 94
3-Month 93
1-Year 1
3-Year 93
5-Year --

Load Adjusted Returns

1-Year 14.24%
3-Year -1.39%
5-Year --
10-Year --

Performance & Risk

YTD Return 0.00%
5y Average Return 0.00%
Rank in Category (ytd) 93
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.52
Morningstar Risk Rating

Fund Overview

Category --
Fund Family MSIM Fund Management (Ireland) Limited
Net Assets 97.07M
YTD Return -13.07%
Yield 0.00%
Morningstar Rating
Inception Date Sep 01, 2020

Fund Summary

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