MSQLX Scatter Plot

Morgan Stanley Inst Intl Equity Portfolio L (MSQLX)

11.49 +0.03 (+0.26%) USD | Jul 03 2025

Switch to:

Benchmark: Broad Asset Class

Broad Asset Class

YCharts Categorization

Help

Reports

Actions

Notes

Add to Watchlist

Share Morgan Stanley Inst Intl Equity Portfolio L with

Cannot View

Can View

People can view and download

Can Edit

People can edit

Cannot View

People cannot view or edit

Help

Unshare Item

Cancel

Unshare

Generate Report

Owner

MeShared with mePublic

Report Category

ComparisonOverviewMulti-ComparisonTearsheet

All Report Templates

There are no items.

Reset

Start

Cancel

Delete

Generate Report

Securities
Select a security to populate the report or select a list.

Security
1. list

Cancel

Help

Generate Report

Customize your report.

* Required information.

Report title

Prepared for*

Prepared by*

Organization

Contact phone*

Contact Email

Contact URL*

Performance/Risk Data As Of:

Latest

Month End

Quarter End

Help

Print as Draft (?)

Help

Cancel

Back

Generate Report

Select how you would like the tearsheets to be grouped.

Export as:

Single File (?)

Separate Files (?)

Both (?)

Cancel

Back

Help

Generate Report

Select Saved Scenario

My Scenarios
Shared with Me

Delete Scenario Builder

Are you sure you want to delete this scenario builder?

Cancel

Delete

Name	Date modified

Delete Scenario Builder

Are you sure you want to delete this scenario builder?

Cancel

Delete

Name	Date modified	Author

Cancel

Select Interactive Analysis Plan

My Plans
Shared with Me

Delete Analysis Plan

Are you sure you want to delete this analysis plan?

Cancel

Delete

Name	Date modified

Delete Analysis Plan

Are you sure you want to delete this analysis plan?

Cancel

Delete

Name	Date modified	Author

Cancel

Selected Items

No modules selected yet.

All Talking Points

Create New

No modules to select.

Back

Create Talking Point

Talking Point Name

Talking Point Metric

Select Financial Metric

Category

Popular Metrics

Income Statement

Balance Sheet

Cash Flows Statement

Price and Valuation Multipliers

Returns and Performance

Risk

Means and Medians

Relative Metrics

Estimates

Dividends

Technicals

Short Interest

Institutional and Insider Holdings

ESG

Earnings and Management Effectiveness

Shareholder Payouts, Liquidity and Solvency Ratios

Company Attributes

Fund/ETF Specific

Model Portfolio Specific

Asset Allocation Metrics

Stock Only Model Portfolio Specific

SMA Specific

Gross Metrics

Advanced

Metric

Risk

Annualized Standard Deviation of Monthly Returns (3Y Lookback)

Annualized Standard Deviation of Monthly Returns (5Y Lookback)

Annualized Standard Deviation of Monthly Returns (10Y Lookback)

Max Drawdown (3Y)

Max Drawdown (5Y)

Max Drawdown (10Y)

Historical Sharpe Ratio (3Y)

Historical Sharpe Ratio (5Y)

Historical Sharpe Ratio (10Y)

Upside/Downside Ratio (3Y)

Upside/Downside Ratio (5Y)

Upside/Downside Ratio (10Y)

Upside/Downside Ratio (vs YCharts Benchmark) (3Y)

Upside/Downside Ratio (vs YCharts Benchmark) (5Y)

Upside/Downside Ratio (vs YCharts Benchmark) (10Y)

Performance

Year to Date Total Returns (Daily)

1 Month Total Returns (Daily)

3 Month Total Returns (Daily)

1 Year Total Returns (Daily)

Annualized 3 Year Total Returns (Daily)

Annualized 5 Year Total Returns (Daily)

Annualized 10 Year Total Returns (Daily)

Annualized 15 Year Total Returns (Daily)

Distributions

Dividend Yield

Dividend Per Share (5 Year Growth)

Payout Ratio

Dividend

Stock Fundamentals

EPS Diluted (TTM)

Revenue (TTM)

PE Ratio

PS Ratio

Gross Profit Margin

Profit Margin

Return on Equity

Return on Assets

Return on Invested Capital

Free Cash Flow Per Share

Debt to Equity Ratio (Annual)

Market Cap

Price to Book Value

Other

52 Week High (Daily)

52 Week Low (Daily)

Price

Price Target

Percent of Shares Outstanding Short

Discount or Premium to NAV

30-Day Average Daily Volume

Alert

The text entered is too long for a Proposal Module, and will overflow into the module below. Continue or update with a shortened version of the text.

Cancel

Continue

Generate Report

Select a security level to use for the dollar-enabled securities in your report. (?)

Security Level

Individual Level

Security A

Custom

Help

Cancel

Help

Select Risk Profile

Cancel

Select Model Portfolio

Select a portfolio that aligns with the Risk Profile from the dropdown list or click Next to select another portfolio.

Cancel

	Name	Date Modified

Back

Add To Watchlist

View Watchlist Manager

Add to a new Watchlist:

or Select a Watchlist:

Watching On

Other Watchlists

Push portfolio to iRebal

Select a name for the new portfolio in iRebal.

Cancel

Push

Quote

Performance

Allocations

Holdings

Holdings Overlap

Attribution

Correlation Matrix

Fundamental Chart

Scatter Plot

Stress Test

ESG

Data

Securities & Lists (?)

Add

List

Morgan Stanley Inst Intl Equity Portfolio L (M:MSQLX)

MSCI ACWI Ex USA Net Total Return (^MSACXUSNTR)

Help

Indicator

Shape

Circle

Triangle

Diamond

Cross

Help

Size

Medium

Small

Medium

Large

Help

Color

Recent

Indicator Example

Indicator Label

Information

Show X/Y Data

Show Ticker

Show Name

Show Dates

Show Currency Code

Legend

Include Name in Legend

Reset

Apply

Select Security Lists

Reset

My Lists
Equities
Funds
Indices

Category

Types

Style

Exchanges

Indices

NAICS Sectors

NAICS Industries

Events

Dividend Policies

Performance

GICS Sectors

Consensus Recommendation

Headquarters Region

Incorporation Region

Currency Code

Investment Firms

Investment Strategies

Delisted Equities

Lists

Equity

Stock

Unit

Exchange Traded Product

Select All

Exchange Traded Fund

Exchange Traded Note

Closed End Fund

Limited Partnership

REIT

Shell Company

Depository Receipt

Select All

ADR

GDR

0 items selected

Cancel

Submit

Scatter Plot Type (?)

Point in TimeTimeseries

Help

X-Axis (?)

Annualized Standard Deviation of Monthly Returns (3Y Lookback)

Select Financial Metric

Category

Popular Metrics

Income Statement

Balance Sheet

Cash Flows Statement

Price and Valuation Multipliers

Returns and Performance

Risk (1)

Means and Medians

Relative Metrics

Estimates

Dividends

Technicals

Short Interest

Institutional and Insider Holdings

ESG

Earnings and Management Effectiveness

Shareholder Payouts, Liquidity and Solvency Ratios

Company Attributes

Fund/ETF Specific

Model Portfolio Specific

Asset Allocation Metrics

Stock Only Model Portfolio Specific

SMA Specific

Gross Metrics

Advanced

Metric

Alpha (Monthly)

Alpha (1Y)

Alpha (3Y)

Alpha (5Y)

Alpha (10Y)

Alpha (15Y)

Alpha (20Y)

Alpha (Since Inception)

Alpha (vs YCharts Benchmark) (1Y)

Alpha (vs YCharts Benchmark) (3Y)

Alpha (vs YCharts Benchmark) (5Y)

Alpha (vs YCharts Benchmark) (10Y)

Alpha (vs YCharts Benchmark) (15Y)

Alpha (vs YCharts Benchmark) (20Y)

Alpha (vs YCharts Benchmark) (Since Inception)

Alpha (vs Peer Group) (1Y)

Alpha (vs Peer Group) (3Y)

Alpha (vs Peer Group) (5Y)

Alpha (vs Peer Group) (10Y)

Alpha (vs Peer Group) (15Y)

Alpha (vs Peer Group) (20Y)

Beta and CAPM (Monthly)

CAPM Expected Return

Beta (1Y)

Beta (3Y)

Beta (5Y)

Beta (10Y)

Beta (15Y)

Beta (20Y)

Beta (Since Inception)

Beta (vs YCharts Benchmark) (1Y)

Beta (vs YCharts Benchmark) (3Y)

Beta (vs YCharts Benchmark) (5Y)

Beta (vs YCharts Benchmark) (10Y)

Beta (vs YCharts Benchmark) (15Y)

Beta (vs YCharts Benchmark) (20Y)

Beta (vs YCharts Benchmark) (Since Inception)

Beta (vs Peer Group) (1Y)

Beta (vs Peer Group) (3Y)

Beta (vs Peer Group) (5Y)

Beta (vs Peer Group) (10Y)

Beta (vs Peer Group) (15Y)

Beta (vs Peer Group) (20Y)

Alpha (Quarterly)

Alpha (1Y) (Quarterly)

Alpha (3Y) (Quarterly)

Alpha (5Y) (Quarterly)

Alpha (10Y) (Quarterly)

Alpha (15Y) (Quarterly)

Alpha (20Y) (Quarterly)

Alpha (Since Inception) (Quarterly)

Beta (Quarterly)

Beta (1Y) (Quarterly)

Beta (3Y) (Quarterly)

Beta (5Y) (Quarterly)

Beta (10Y) (Quarterly)

Beta (15Y) (Quarterly)

Beta (20Y) (Quarterly)

Beta (Since Inception) (Quarterly)

Best Return (Monthly)

Best Monthly Return (3M Lookback)

Best Monthly Return (6M Lookback)

Best Monthly Return (1Y Lookback)

Best Monthly Return (3Y Lookback)

Best Monthly Return (5Y Lookback)

Best Monthly Return (7Y Lookback)

Best Monthly Return (10Y Lookback)

Best Monthly Return (Since Inception)

Worst Return (Monthly)

Worst Monthly Return (3M Lookback)

Worst Monthly Return (6M Lookback)

Worst Monthly Return (1Y Lookback)

Worst Monthly Return (3Y Lookback)

Worst Monthly Return (5Y Lookback)

Worst Monthly Return (7Y Lookback)

Worst Monthly Return (10Y Lookback)

Worst Monthly Return (Since Inception)

Down Months (Monthly)

Down Months (3M Lookback)

Down Months (6M Lookback)

Down Months (1Y Lookback)

Down Months (3Y Lookback)

Down Months (5Y Lookback)

Down Months (7Y Lookback)

Down Months (10Y Lookback)

Down Months (Since Inception)

Up Months (Monthly)

Up Months (3M Lookback)

Up Months (6M Lookback)

Up Months (1Y Lookback)

Up Months (3Y Lookback)

Up Months (5Y Lookback)

Up Months (7Y Lookback)

Up Months (10Y Lookback)

Up Months (Since Inception)

Expected Shortfalls (Daily)

Historical Daily Expected Shortfall 5% (1Y Lookback)

Historical Daily Expected Shortfall 5% (3Y Lookback)

Historical Daily Expected Shortfall 5% (5Y Lookback)

Historical Daily Expected Shortfall 5% (10Y Lookback)

Historical Daily Expected Shortfall 5% (15Y Lookback)

Historical Daily Expected Shortfall 5% (Since Inception)

Historical Daily Expected Shortfall 1% (1Y Lookback)

Historical Daily Expected Shortfall 1% (3Y Lookback)

Historical Daily Expected Shortfall 1% (5Y Lookback)

Historical Daily Expected Shortfall 1% (10Y Lookback)

Historical Daily Expected Shortfall 1% (15Y Lookback)

Historical Daily Expected Shortfall 1% (Since Inception)

Expected Shortfalls (Monthly)

Historical Monthly Expected Shortfall 1% (1Y Lookback)

Historical Monthly Expected Shortfall 1% (3Y Lookback)

Historical Monthly Expected Shortfall 1% (5Y Lookback)

Historical Monthly Expected Shortfall 1% (10Y Lookback)

Historical Monthly Expected Shortfall 1% (15Y Lookback)

Historical Monthly Expected Shortfall 1% (Since Inception)

Historical Monthly Expected Shortfall 5% (1Y Lookback)

Historical Monthly Expected Shortfall 5% (3Y Lookback)

Historical Monthly Expected Shortfall 5% (5Y Lookback)

Historical Monthly Expected Shortfall 5% (10Y Lookback)

Historical Monthly Expected Shortfall 5% (15Y Lookback)

Historical Monthly Expected Shortfall 5% (Since Inception)

Maximum Drawdowns and Calmar Ratio

Max Drawdown (1Y)

Max Drawdown (3Y)

Max Drawdown (5Y)

Max Drawdown (10Y)

Max Drawdown (15Y)

Max Drawdown (Since Inception)

Calmar Ratio (1Y)

Calmar Ratio (3Y)

Calmar Ratio (5Y)

Calmar Ratio (10Y)

Calmar Ratio (15Y)

Calmar Ratio (Since Inception)

Sharpe Metrics

Expected Sharpe Ratio (Since Inception)

Historical Sharpe Ratio (1Y)

Historical Sharpe Ratio (3Y)

Historical Sharpe Ratio (5Y)

Historical Sharpe Ratio (10Y)

Historical Sharpe Ratio (15Y)

Historical Sharpe Ratio (Since Inception)

Standard Deviation of Returns (Daily)

Standard Deviation of Daily Returns (1y Lookback)

Standard Deviation of Daily Returns (3Y Lookback)

Standard Deviation of Daily Returns (5Y Lookback)

Standard Deviation of Daily Returns (10Y Lookback)

Standard Deviation of Daily Returns (15Y Lookback)

Standard Deviation of Daily Returns (Since Inception)

Standard Deviation of Returns (Monthly)

Standard Deviation of Monthly Returns (1y Lookback)

Standard Deviation of Monthly Returns (3Y Lookback)

Standard Deviation of Monthly Returns (5Y Lookback)

Standard Deviation of Monthly Returns (10Y Lookback)

Standard Deviation of Monthly Returns (15Y Lookback)

Standard Deviation of Monthly Returns (Since Inception)

Downside Deviation of Monthly Price Returns (1Y Lookback)

Downside Deviation of Monthly Price Returns (3Y Lookback)

Downside Deviation of Monthly Price Returns (5Y Lookback)

Downside Deviation of Monthly Price Returns (10Y Lookback)

Downside Deviation of Monthly Price Returns (15Y Lookback)

Downside Deviation of Monthly Price Returns (Since Inception)

Standard Deviation of Returns (Quarterly)

Standard Deviation of Quarterly Returns (3Y Lookback)

Standard Deviation of Quarterly Returns (5Y Lookback)

Standard Deviation of Quarterly Returns (10Y Lookback)

Annualized Standard Deviation of Returns (Monthly)

Annualized Standard Deviation of Monthly Returns (1Y Lookback)

Annualized Standard Deviation of Monthly Returns (3Y Lookback)

Annualized Standard Deviation of Monthly Returns (5Y Lookback)

Annualized Standard Deviation of Monthly Returns (10Y Lookback)

Annualized Standard Deviation of Monthly Returns (15Y Lookback)

Annualized Standard Deviation of Monthly Returns (Since Inception)

Annualized Standard Deviation of Returns (Quarterly)

Annualized Standard Deviation of Quarterly Returns (3Y Lookback)

Annualized Standard Deviation of Quarterly Returns (5Y Lookback)

Annualized Standard Deviation of Quarterly Returns (10Y Lookback)

Sortino Metrics

Expected Sortino (Since Inception)

Historical Sortino (1Y)

Historical Sortino (3Y)

Historical Sortino (5Y)

Historical Sortino (10Y)

Historical Sortino (15Y)

Historical Sortino (Since Inception)

Treynor Measure

Expected Treynor Measure (vs Broad Asset Class) (Since Inception)

Treynor Measure Historical (vs Broad Asset Class) (1Y)

Treynor Measure Historical (vs Broad Asset Class) (3Y)

Treynor Measure Historical (vs Broad Asset Class) (5Y)

Treynor Measure Historical (vs Broad Asset Class) (10Y)

Treynor Measure Historical (vs Broad Asset Class) (15Y)

Treynor Measure Historical (vs Broad Asset Class) (20Y)

Treynor Measure Historical (vs Broad Asset Class) (Since Inception)

Treynor Measure Historical (vs YCharts Benchmark) (1Y)

Treynor Measure Historical (vs YCharts Benchmark) (3Y)

Treynor Measure Historical (vs YCharts Benchmark) (5Y)

Treynor Measure Historical (vs YCharts Benchmark) (10Y)

Treynor Measure Historical (vs YCharts Benchmark) (15Y)

Treynor Measure Historical (vs YCharts Benchmark) (20Y)

Treynor Measure Historical (vs YCharts Benchmark) (Since Inception)

Treynor Measure Historical (vs Peer Group) (1Y)

Treynor Measure Historical (vs Peer Group) (3Y)

Treynor Measure Historical (vs Peer Group) (5Y)

Treynor Measure Historical (vs Peer Group) (10Y)

Treynor Measure Historical (vs Peer Group) (15Y)

Treynor Measure Historical (vs Peer Group) (20Y)

Expected Treynor Measure (vs Peer Group) (Since Inception)

Value at Risk (Daily)

Daily Value at Risk (VaR) 1% (1Y Lookback)

Daily Value at Risk (VaR) 1% (3Y Lookback)

Daily Value at Risk (VaR) 1% (5Y Lookback)

Daily Value at Risk (VaR) 1% (10Y Lookback)

Daily Value at Risk (VaR) 1% (15Y Lookback)

Daily Value at Risk (VaR) 1% (Since Inception)

Daily Value at Risk (VaR) 5% (1Y Lookback)

Daily Value at Risk (VaR) 5% (3Y Lookback)

Daily Value at Risk (VaR) 5% (5Y Lookback)

Daily Value at Risk (VaR) 5% (10Y Lookback)

Daily Value at Risk (VaR) 5% (15Y Lookback)

Daily Value at Risk (VaR) 5% (Since Inception)

Value at Risk (Monthly)

Monthly Value at Risk (VaR) 1% (1Y Lookback)

Monthly Value at Risk (VaR) 1% (3Y Lookback)

Monthly Value at Risk (VaR) 1% (5Y Lookback)

Monthly Value at Risk (VaR) 1% (10Y Lookback)

Monthly Value at Risk (VaR) 1% (15Y Lookback)

Monthly Value at Risk (VaR) 1% (Since Inception)

Monthly Value at Risk (VaR) 5% (1Y Lookback)

Monthly Value at Risk (VaR) 5% (3Y Lookback)

Monthly Value at Risk (VaR) 5% (5Y Lookback)

Monthly Value at Risk (VaR) 5% (10Y Lookback)

Monthly Value at Risk (VaR) 5% (15Y Lookback)

Monthly Value at Risk (VaR) 5% (Since Inception)

Z-Statistic

Z-Statistic (1Y)

Z-Statistic (3Y)

Z-Statistic (5Y)

Z-Statistic (10Y)

Z-Statistic (15Y)

Z-Statistic (Since Inception)

Batting Average

Batting Average (1Y Lookback)

Batting Average (3Y Lookback)

Batting Average (5Y Lookback)

Batting Average (10Y Lookback)

Batting Average (15Y Lookback)

Batting Average (Since Inception)

July

January

February

March

April

May

June

July

August

September

October

November

December

Help

2025

1890

1891

1892

1893

1894

1895

1896

1897

1898

1899

1900

1901

1902

1903

1904

1905

1906

1907

1908

1909

1910

1911

1912

1913

1914

1915

1916

1917

1918

1919

1920

1921

1922

1923

1924

1925

1926

1927

1928

1929

1930

1931

1932

1933

1934

1935

1936

1937

1938

1939

1940

1941

1942

1943

1944

1945

1946

1947

1948

1949

1950

1951

1952

1953

1954

1955

1956

1957

1958

1959

1960

1961

1962

1963

1964

1965

1966

1967

1968

1969

1970

1971

1972

1973

1974

1975

1976

1977

1978

1979

1980

1981

1982

1983

1984

1985

1986

1987

1988

1989

1990

1991

1992

1993

1994

1995

1996

1997

1998

1999

2000

2001

2002

2003

2004

2005

2006

2007

2008

2009

2010

2011

2012

2013

2014

2015

2016

2017

2018

2019

2020

2021

2022

2023

2024

2025

2026

2027

2028

2029

2030

Help

Su	Mo	Tu	We	Th	Fr	Sa
29	30	1	2	3	4	5
6	7	8	9	10	11	12
13	14	15	16	17	18	19
20	21	22	23	24	25	26
27	28	29	30	31	1	2

Y-Axis (?)

Annualized 3 Year Total Returns (Monthly)

Select Financial Metric

Category

Popular Metrics

Income Statement

Balance Sheet

Cash Flows Statement

Price and Valuation Multipliers

Returns and Performance (1)

Risk

Means and Medians

Relative Metrics

Estimates

Dividends

Technicals

Short Interest

Institutional and Insider Holdings

ESG

Earnings and Management Effectiveness

Shareholder Payouts, Liquidity and Solvency Ratios

Company Attributes

Fund/ETF Specific

Model Portfolio Specific

Asset Allocation Metrics

Stock Only Model Portfolio Specific

SMA Specific

Gross Metrics

Advanced

Metric

Daily Returns

1 Day Returns (Daily Close)

1 Day Returns (Daily)

3 Day Returns (Daily)

5 Day Returns (Daily)

10 Day Returns (Daily)

12 Day Returns (Daily)

20 Day Returns (Daily)

Month to Date Price Returns (Daily)

Quarter to Date Price Returns (Daily)

Year to Date Price Returns (Daily)

1 Week Price Returns (Daily)

1 Month Price Returns (Daily)

3 Month Price Returns (Daily)

6 Month Price Returns (Daily)

6 Month Price Returns Excluding Last Week (Daily)

6 Month Price Returns Excluding Last Month (Daily)

1 Year Price Returns (Daily)

1 Year Price Returns Excluding Last Week (Daily)

1 Year Price Returns Excluding Last Month (Daily)

3 Year Price Returns (Daily)

5 Year Price Returns (Daily)

7 Year Price Returns (Daily)

10 Year Price Returns (Daily)

15 Year Price Returns (Daily)

20 Year Price Returns (Daily)

Price Returns Since Inception (Daily)

Annualized 1 Month Price Returns (Daily)

Annualized 3 Month Price Returns (Daily)

Annualized 6 Month Price Returns (Daily)

Annualized 9 Month Price Returns (Daily)

Annualized 1 Year Price Returns (Daily)

Annualized 3 Year Price Returns (Daily)

Annualized 5 Year Price Returns (Daily)

Annualized 7 Year Price Returns (Daily)

Annualized 10 Year Price Returns (Daily)

Annualized 15 Year Price Returns (Daily)

Annualized 20 Year Price Returns (Daily)

Annualized Price Returns Since Inception (Daily)

Daily Total Returns

Month to Date Total Returns (Daily)

Quarter to Date Total Returns (Daily)

Year to Date Total Returns (Daily)

1 Week Total Returns (Daily)

1 Month Total Returns (Daily)

3 Month Total Returns (Daily)

6 Month Total Returns (Daily)

6 Month Total Returns Excluding Last Week (Daily)

6 Month Total Returns Excluding Last Month (Daily)

1 Year Total Returns (Daily)

1 Year Total Returns Excluding Last Week (Daily)

1 Year Total Returns Excluding Last Month (Daily)

3 Year Total Returns (Daily)

5 Year Total Returns (Daily)

7 Year Total Returns (Daily)

10 Year Total Returns (Daily)

15 Year Total Returns (Daily)

20 Year Total Returns (Daily)

Total Returns Since Inception (Daily)

Annualized 1 Month Total Returns (Daily)

Annualized 3 Month Total Returns (Daily)

Annualized 6 Month Total Returns (Daily)

Annualized 9 Month Total Returns (Daily)

Annualized 1 Year Total Returns (Daily)

Annualized 3 Year Total Returns (Daily)

Annualized 5 Year Total Returns (Daily)

Annualized 7 Year Total Returns (Daily)

Annualized 10 Year Total Returns (Daily)

Annualized 15 Year Total Returns (Daily)

Annualized 20 Year Total Returns (Daily)

Annualized Total Returns Since Inception (Daily)

Daily Gross Returns

1 Day Gross Returns (Daily)

Month to Date Gross Returns (Daily)

Quarter to Date Gross Returns (Daily)

Year to Date Gross Returns (Daily)

Gross Returns Since Inception (Daily)

Daily NAV Returns

1 Day NAV Returns (Daily)

3 Day NAV Returns (Daily)

5 Day NAV Returns (Daily)

10 Day NAV Returns (Daily)

12 Day NAV Returns (Daily)

20 Day NAV Returns (Daily)

Month to Date Total NAV Returns (Daily)

Quarter to Date Total NAV Returns (Daily)

Year to Date Total NAV Returns (Daily)

1 Month Total NAV Returns (Daily)

3 Month Total NAV Returns (Daily)

6 Month Total NAV Returns (Daily)

1 Year Total NAV Returns (Daily)

3 Year Total NAV Returns (Daily)

5 Year Total NAV Returns (Daily)

7 Year Total NAV Returns (Daily)

10 Year Total NAV Returns (Daily)

15 Year Total NAV Returns (Daily)

20 Year Total NAV Returns (Daily)

Total NAV Returns Since Inception (Daily)

Annualized 1 Month Total NAV Returns (Daily)

Annualized 3 Month Total NAV Returns (Daily)

Annualized 6 Month Total NAV Returns (Daily)

Annualized 9 Month Total NAV Returns (Daily)

Annualized 1 Year Total NAV Returns (Daily)

Annualized 3 Year Total NAV Returns (Daily)

Annualized 5 Year Total NAV Returns (Daily)

Annualized 7 Year Total NAV Returns (Daily)

Annualized 10 Year Total NAV Returns (Daily)

Annualized 15 Year Total NAV Returns (Daily)

Annualized 20 Year Total NAV Returns (Daily)

Annualized Total NAV Returns Since Inception (Daily)

Monthly Returns

Quarter to Date Price Returns (Monthly)

Year to Date Price Returns (Monthly)

1 Month Price Returns (Monthly)

3 Month Price Returns (Monthly)

6 Month Price Returns (Monthly)

9 Month Price Returns (Monthly)

1 Year Price Returns (Monthly)

3 Year Price Returns (Monthly)

5 Year Price Returns (Monthly)

7 Year Price Returns (Monthly)

10 Year Price Returns (Monthly)

15 Year Price Returns (Monthly)

20 Year Price Returns (Monthly)

Price Returns Since Inception (Monthly)

Annualized 1 Month Price Returns (Monthly)

Annualized 3 Month Price Returns (Monthly)

Annualized 6 Month Price Returns (Monthly)

Annualized 9 Month Price Returns (Monthly)

Annualized 1 Year Price Returns (Monthly)

Annualized 3 Year Price Returns (Monthly)

Annualized 5 Year Price Returns (Monthly)

Annualized 7 Year Price Returns (Monthly)

Annualized 10 Year Price Returns (Monthly)

Annualized 15 Year Price Returns (Monthly)

Annualized 20 Year Price Returns (Monthly)

Annualized Price Returns Since Inception (Monthly)

Monthly Total Returns

Quarter to Date Total Returns (Monthly)

Year to Date Total Returns (Monthly)

1 Month Total Returns (Monthly)

3 Month Total Returns (Monthly)

6 Month Total Returns (Monthly)

9 Month Total Returns (Monthly)

1 Year Total Returns (Monthly)

3 Year Total Returns (Monthly)

5 Year Total Returns (Monthly)

7 Year Total Returns (Monthly)

10 Year Total Returns (Monthly)

15 Year Total Returns (Monthly)

20 Year Total Returns (Monthly)

Total Returns Since Inception (Monthly)

Annualized 1 Month Total Returns (Monthly)

Annualized 3 Month Total Returns (Monthly)

Annualized 6 Month Total Returns (Monthly)

Annualized 9 Month Total Returns (Monthly)

Annualized 1 Year Total Returns (Monthly)

Annualized 3 Year Total Returns (Monthly)

Annualized 5 Year Total Returns (Monthly)

Annualized 7 Year Total Returns (Monthly)

Annualized 10 Year Total Returns (Monthly)

Annualized 15 Year Total Returns (Monthly)

Annualized 20 Year Total Returns (Monthly)

Annualized Total Returns Since Inception (Monthly)

Monthly Gross Returns

1 Year Gross Returns (Monthly)

3 Year Gross Returns (Monthly)

5 Year Gross Returns (Monthly)

7 Year Gross Returns (Monthly)

10 Year Gross Returns (Monthly)

15 Year Gross Returns (Monthly)

20 Year Gross Returns (Monthly)

Gross Returns Since Inception (Monthly)

Annualized 1 Year Gross Returns (Monthly)

Annualized 3 Year Gross Returns (Monthly)

Annualized 5 Year Gross Returns (Monthly)

Annualized 7 Year Gross Returns (Monthly)

Annualized 10 Year Gross Returns (Monthly)

Annualized 15 Year Gross Returns (Monthly)

Annualized 20 Year Gross Returns (Monthly)

Annualized Gross Returns Since Inception (Monthly)

Monthly NAV Returns

Quarter to Date Total NAV Returns (Monthly)

Year to Date Total NAV Returns (Monthly)

1 Month Total NAV Returns (Monthly)

3 Month Total NAV Returns (Monthly)

6 Month Total NAV Returns (Monthly)

9 Month Total NAV Returns (Monthly)

1 Year Total NAV Returns (Monthly)

3 Year Total NAV Returns (Monthly)

5 Year Total NAV Returns (Monthly)

7 Year Total NAV Returns (Monthly)

10 Year Total NAV Returns (Monthly)

15 Year Total NAV Returns (Monthly)

20 Year Total NAV Returns (Monthly)

Total NAV Returns Since Inception (Monthly)

Annualized 1 Month Total NAV Returns (Monthly)

Annualized 3 Month Total NAV Returns (Monthly)

Annualized 6 Month Total NAV Returns (Monthly)

Annualized 9 Month Total NAV Returns (Monthly)

Annualized 1 Year Total NAV Returns (Monthly)

Annualized 3 Year Total NAV Returns (Monthly)

Annualized 5 Year Total NAV Returns (Monthly)

Annualized 7 Year Total NAV Returns (Monthly)

Annualized 10 Year Total NAV Returns (Monthly)

Annualized 15 Year Total NAV Returns (Monthly)

Annualized 20 Year Total NAV Returns (Monthly)

Annualized Total NAV Returns Since Inception (Monthly)

Monthly Tax-Adjusted Total Returns

Annualized 1 Year Total Returns Tax-Adjusted (Monthly)

Annualized 3 Year Total Returns Tax-Adjusted (Monthly)

Annualized 5 Year Total Returns Tax-Adjusted (Monthly)

Annualized 10 Year Total Returns Tax-Adjusted (Monthly)

Quarterly Returns

3 Month Price Returns (Quarterly)

1 Year Price Returns (Quarterly)

3 Year Price Returns (Quarterly)

5 Year Price Returns (Quarterly)

10 Year Price Returns (Quarterly)

15 Year Price Returns (Quarterly)

Price Returns Since Inception (Quarterly)

Annualized 3 Year Price Returns (Quarterly)

Annualized 5 Year Price Returns (Quarterly)

Annualized 10 Year Price Returns (Quarterly)

Annualized 15 Year Price Returns (Quarterly)

Annualized Price Returns Since Inception (Quarterly)

Quarterly Total Returns

3 Month Total Returns (Quarterly)

1 Year Total Returns (Quarterly)

3 Year Total Returns (Quarterly)

5 Year Total Returns (Quarterly)

10 Year Total Returns (Quarterly)

15 Year Total Returns (Quarterly)

Total Returns Since Inception (Quarterly)

Annualized 3 Year Total Returns (Quarterly)

Annualized 5 Year Total Returns (Quarterly)

Annualized 10 Year Total Returns (Quarterly)

Annualized 15 Year Total Returns (Quarterly)

Annualized Total Returns Since Inception (Quarterly)

Quarterly NAV Returns

3 Month Total NAV Returns (Quarterly)

1 Year Total NAV Returns (Quarterly)

3 Year Total NAV Returns (Quarterly)

5 Year Total NAV Returns (Quarterly)

10 Year Total NAV Returns (Quarterly)

15 Year Total NAV Returns (Quarterly)

Total NAV Returns Since Inception (Quarterly)

Annualized 3 Year Total NAV Returns (Quarterly)

Annualized 5 Year Total NAV Returns (Quarterly)

Annualized 10 Year Total NAV Returns (Quarterly)

Annualized 15 Year Total NAV Returns (Quarterly)

Annualized Total NAV Returns Since Inception (Quarterly)

Annual Returns

1 Year Price Returns (Annual)

3 Year Price Returns (Annual)

5 Year Price Returns (Annual)

7 Year Price Returns (Annual)

10 Year Price Returns (Annual)

15 Year Price Returns (Annual)

20 Year Price Returns (Annual)

Price Returns Since Inception (Annual)

Annual Total Returns

1 Year Total Returns (Annual)

3 Year Total Returns (Annual)

5 Year Total Returns (Annual)

7 Year Total Returns (Annual)

10 Year Total Returns (Annual)

15 Year Total Returns (Annual)

20 Year Total Returns (Annual)

Total Returns Since Inception (Annual)

Annual NAV Returns

1 Year NAV Returns (Annual)

1 Year Total NAV Returns (Annual)

3 Year NAV Returns (Annual)

3 Year Total NAV Returns (Annual)

5 Year NAV Returns (Annual)

5 Year Total NAV Returns (Annual)

7 Year NAV Returns (Annual)

7 Year Total NAV Returns (Annual)

10 Year NAV Returns (Annual)

10 Year Total NAV Returns (Annual)

15 Year NAV Returns (Annual)

15 Year Total NAV Returns (Annual)

20 Year NAV Returns (Annual)

20 Year Total NAV Returns (Annual)

NAV Returns Since Inception (Annual)

Total NAV Returns Since Inception (Annual)

Performance

52 Week High (Daily)

52 Week Low (Daily)

All-Time High (Daily)

All-Time Low (Daily)

Percent Off All-Time High

July

January

February

March

April

May

June

July

August

September

October

November

December

Help

2025

1890

1891

1892

1893

1894

1895

1896

1897

1898

1899

1900

1901

1902

1903

1904

1905

1906

1907

1908

1909

1910

1911

1912

1913

1914

1915

1916

1917

1918

1919

1920

1921

1922

1923

1924

1925

1926

1927

1928

1929

1930

1931

1932

1933

1934

1935

1936

1937

1938

1939

1940

1941

1942

1943

1944

1945

1946

1947

1948

1949

1950

1951

1952

1953

1954

1955

1956

1957

1958

1959

1960

1961

1962

1963

1964

1965

1966

1967

1968

1969

1970

1971

1972

1973

1974

1975

1976

1977

1978

1979

1980

1981

1982

1983

1984

1985

1986

1987

1988

1989

1990

1991

1992

1993

1994

1995

1996

1997

1998

1999

2000

2001

2002

2003

2004

2005

2006

2007

2008

2009

2010

2011

2012

2013

2014

2015

2016

2017

2018

2019

2020

2021

2022

2023

2024

2025

2026

2027

2028

2029

2030

Help

Su	Mo	Tu	We	Th	Fr	Sa
29	30	1	2	3	4	5
6	7	8	9	10	11	12
13	14	15	16	17	18	19
20	21	22	23	24	25	26
27	28	29	30	31	1	2

Time Range & Options (?)

Date RangeFull Year

Help

July

January

February

March

April

May

June

July

August

September

October

November

December

Help

2025

1890

1891

1892

1893

1894

1895

1896

1897

1898

1899

1900

1901

1902

1903

1904

1905

1906

1907

1908

1909

1910

1911

1912

1913

1914

1915

1916

1917

1918

1919

1920

1921

1922

1923

1924

1925

1926

1927

1928

1929

1930

1931

1932

1933

1934

1935

1936

1937

1938

1939

1940

1941

1942

1943

1944

1945

1946

1947

1948

1949

1950

1951

1952

1953

1954

1955

1956

1957

1958

1959

1960

1961

1962

1963

1964

1965

1966

1967

1968

1969

1970

1971

1972

1973

1974

1975

1976

1977

1978

1979

1980

1981

1982

1983

1984

1985

1986

1987

1988

1989

1990

1991

1992

1993

1994

1995

1996

1997

1998

1999

2000

2001

2002

2003

2004

2005

2006

2007

2008

2009

2010

2011

2012

2013

2014

2015

2016

2017

2018

2019

2020

2021

2022

2023

2024

2025

Help

Su	Mo	Tu	We	Th	Fr	Sa
29	30	1	2	3	4	5
6	7	8	9	10	11	12
13	14	15	16	17	18	19
20	21	22	23	24	25	26
27	28	29	30	31	1	2

July

January

February

March

April

May

June

July

August

September

October

November

December

Help

2025

1890

1891

1892

1893

1894

1895

1896

1897

1898

1899

1900

1901

1902

1903

1904

1905

1906

1907

1908

1909

1910

1911

1912

1913

1914

1915

1916

1917

1918

1919

1920

1921

1922

1923

1924

1925

1926

1927

1928

1929

1930

1931

1932

1933

1934

1935

1936

1937

1938

1939

1940

1941

1942

1943

1944

1945

1946

1947

1948

1949

1950

1951

1952

1953

1954

1955

1956

1957

1958

1959

1960

1961

1962

1963

1964

1965

1966

1967

1968

1969

1970

1971

1972

1973

1974

1975

1976

1977

1978

1979

1980

1981

1982

1983

1984

1985

1986

1987

1988

1989

1990

1991

1992

1993

1994

1995

1996

1997

1998

1999

2000

2001

2002

2003

2004

2005

2006

2007

2008

2009

2010

2011

2012

2013

2014

2015

2016

2017

2018

2019

2020

2021

2022

2023

2024

2025

Help

Su	Mo	Tu	We	Th	Fr	Sa
29	30	1	2	3	4	5
6	7	8	9	10	11	12
13	14	15	16	17	18	19
20	21	22	23	24	25	26
27	28	29	30	31	1	2

Select

19501951195219531954195519561957195819591960196119621963196419651966196719681969197019711972197319741975197619771978197919801981198219831984198519861987198819891990199119921993199419951996199719981999200020012002200320042005200620072008200920102011201220132014201520162017201820192020202120222023202420252026202720282029

Frequency

Quarterly

Daily

Market Daily

Weekly

Weekly, Ending MondayWeekly, Ending TuesdayWeekly, Ending WednesdayWeekly, Ending ThursdayWeekly, Ending FridayWeekly, Ending SaturdayWeekly, Ending Sunday

Bi-Weekly

Bi-Weekly, Ending MondayBi-Weekly, Ending TuesdayBi-Weekly, Ending WednesdayBi-Weekly, Ending ThursdayBi-Weekly, Ending FridayBi-Weekly, Ending SaturdayBi-Weekly, Ending Sunday

Monthly

Market Monthly

Quarterly

Quarterly, Ending December 31stQuarterly, Ending November 30thQuarterly, Ending October 31st

Market Quarterly

Annual

Semi-Annual

Market Annual

Unchanged Frequency

Help