NasdaqGM - Delayed Quote USD

Morgan Stanley Counterpoint Glo (0P0001BQ1R)

11.72 +0.04 (+0.34%)
At close: April 5 at 4:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 5.04%
5y Average Return 7.51%
Number of Years Up 3
Number of Years Down 2
Best 1Y Total Return (Apr 4, 2024) 72.70%
Worst 1Y Total Return (Apr 4, 2024) --
Best 3Y Total Return 72.70%
Worst 3Y Total Return -10.32%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001BQ1R
Category
YTD
7.73%
9.95%
1-Month
3.19%
2.98%
3-Month
7.73%
8.22%
1-Year
33.85%
40.81%
3-Year
-9.54%
19.17%
5-Year
8.20%
18.49%
10-Year
0.00%
11.83%
Last Bull Market
38.80%
21.12%
Last Bear Market
-32.46%
-20.34%

Annual Total Return (%) History

Year
0P0001BQ1R
Category
2024
--
--
2023
49.06%
--
2022
-51.34%
--
2021
-0.58%
--
2020
72.70%
32.67%
2019
33.81%
30.40%
2018
--
-7.79%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.73% -- -- --
2023 19.97% 12.85% -6.04% 17.18%
2022 -23.22% -32.46% -3.02% -3.24%
2021 4.94% 10.18% -7.87% -6.67%
2020 -14.05% 43.58% 18.04% 18.56%
2019 21.04% 7.13% -4.92% 8.53%
2018 2.20% -16.20% -- --

Rank in Category (By Total Return)

YTD 65
1-Month 26
3-Month 65
1-Year 15
3-Year 95
5-Year 93

Load Adjusted Returns

1-Year 33.85%
3-Year -9.54%
5-Year 8.20%
10-Year --

Performance & Risk

YTD Return 5.04%
5y Average Return 7.51%
Rank in Category (ytd) 65
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.39
Morningstar Risk Rating

Fund Overview

Category World Large-Stock Growth
Fund Family Morgan Stanley
Net Assets 10.93M
YTD Return 7.73%
Yield 0.00%
Morningstar Rating
Inception Date Jun 29, 2018

Fund Summary

Under normal market conditions, the Adviser seeks to achieve the fund's investment objective by investing primarily in established and emerging companies located throughout the world, with capitalizations within the range of companies included in the MSCI All Country World Index. Under normal market conditions, the fund typically invests at least 40% of its total assets in the securities of issuers located outside of the United States, unless the Adviser determines, in its sole discretion, that conditions are not favorable.

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