Morgan Stanley Instl US Core A (MUOAX)

21.99 +0.33 (+1.52%) USD  |  Aug 12 2022

MUOAX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
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15%
10%
5%
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of August 12, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
Morgan Stanley Instl US Core A
--
--
--
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18.80%
-11.35%
35.68%
23.77%
35.58%
-9.84%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-9.34%
JPMorgan US Sustainable Leaders A
18.98%
35.11%
13.03%
0.25%
9.67%
20.99%
-5.03%
29.62%
19.43%
30.66%
-12.49%
Calamos Select Fund A
13.25%
31.53%
2.03%
-3.99%
11.51%
17.15%
-6.72%
25.89%
16.34%
24.91%
-9.80%
BNY Mellon Sust US Equity A
11.34%
33.76%
12.93%
-3.38%
9.86%
14.96%
-4.58%
33.75%
24.00%
26.38%
-11.66%
ClearBridge Sustainability Leaders A
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5.62%
20.99%
-2.77%
37.39%
35.39%
24.20%
-12.09%
As of August 12, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Morgan Stanley Instl US Core A
13.23%
12.02%
-1.61%
-1.96%
19.76%
14.88%
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14.15%
S&P 500 Total Return
12.23%
9.38%
-2.35%
-2.61%
15.98%
13.90%
13.98%
9.68%
10.25%
10.20%
JPMorgan US Sustainable Leaders A
13.40%
10.97%
-3.97%
-6.29%
15.61%
12.77%
13.37%
8.74%
--
10.63%
Calamos Select Fund A
12.40%
10.32%
-2.42%
-5.76%
13.59%
11.35%
10.45%
6.44%
7.91%
6.64%
BNY Mellon Sust US Equity A
13.28%
12.83%
-2.47%
-6.23%
15.98%
13.45%
12.52%
9.32%
8.95%
9.72%
ClearBridge Sustainability Leaders A
14.66%
12.69%
-3.17%
-5.11%
18.80%
16.75%
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13.16%
As of August 12, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of July 31, 2022