Nasdaq - Delayed Quote USD

Morgan Stanley Institutional Fund, Inc. International Real Estate Portfolio Class A (IERBX)

11.18 +0.07 (+0.63%)
As of August 6 at 8:00 PM EDT. Market Open.

Performance Overview

Morningstar Return Rating 1
YTD Return 10.29%
5y Average Return 3.91%
Number of Years Up 14
Number of Years Down 8
Best 1Y Total Return (Feb 4, 2019) 55.69%
Worst 1Y Total Return (Feb 4, 2019) -50.05%
Best 3Y Total Return 55.69%
Worst 3Y Total Return -15.64%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
IERBX
Category
YTD
-24.33%
14.32%
1-Month
1.90%
0.73%
3-Month
6.83%
8.73%
1-Year
-20.80%
32.33%
3-Year
-4.15%
7.75%
5-Year
-2.30%
6.57%
10-Year
3.78%
6.49%
Last Bull Market
20.99%
23.44%
Last Bear Market
-25.00%
-20.52%

Annual Total Return (%) History

Year
IERBX
Category
2020
--
-5.43%
2019
17.53%
23.45%
2018
-8.45%
-7.11%
2017
18.78%
15.12%
2016
-1.78%
1.97%
2015
-3.61%
-0.92%
2014
1.27%
11.67%
2013
5.28%
2.92%

2012
43.71%
31.78%
2011
-20.16%
-10.10%
2010
9.26%
17.22%
2009
46.08%
37.01%
2008
-50.05%
-46.63%
2007
-17.72%
-7.68%
2006
55.69%
39.00%
2005
15.22%
13.40%
2004
47.15%
35.79%
2003
42.06%
41.26%
2002
24.11%
5.60%
2001
-8.08%
7.01%
2000
14.55%
19.66%
1999
-2.61%
-0.11%
1998
4.60%
-14.82%

Past Quarterly Returns

YearQ1Q2Q3Q4
2020 -29.17% 6.83% -- --
2019 13.93% -1.44% -1.10% 5.83%
2018 -0.05% 0.05% -2.67% -5.94%
2017 5.30% 4.28% 2.58% 5.45%
2016 2.19% -0.94% 5.57% -8.09%
2015 4.39% -1.45% -5.59% -0.75%
2014 -2.10% 8.49% -5.31% 0.71%
2013 3.43% -4.13% 7.34% -1.09%
2012 16.52% 0.06% 10.56% 11.49%
2011 0.16% 2.28% -23.67% 2.10%

2010 -0.96% -14.77% 24.53% 3.94%
2009 -19.16% 37.76% 30.12% 0.81%
2008 1.74% -16.07% -13.94% -32.04%
2007 5.48% -8.63% -2.11% -12.80%
2006 17.44% -1.26% 11.80% 20.09%
2005 -1.95% 5.74% 5.79% 5.04%
2004 10.88% 1.84% 7.30% 21.45%
2003 -7.94% 22.10% 5.55% 19.73%
2002 9.65% 14.47% -13.23% 13.96%
2001 -2.69% -0.69% -6.17% 1.38%
2000 -0.33% 4.80% 2.12% 7.38%
1999 -1.56% 4.45% 1.21% -6.42%
1998 16.18% -0.45% -9.15% -0.45%

Rank in Category (By Total Return)

YTD 92
1-Month 68
3-Month 100
1-Year 97
3-Year 96
5-Year 99

Load Adjusted Returns

1-Year -24.96%
3-Year -5.85%
5-Year -3.35%
10-Year 3.22%

Performance & Risk

YTD Return 10.29%
5y Average Return 3.91%
Rank in Category (ytd) 92
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.89
Morningstar Risk Rating

Fund Overview

Category Global Real Estate
Fund Family Morgan Stanley
Net Assets 4.35M
YTD Return -24.33%
Yield 0.93%
Morningstar Rating
Inception Date Oct 01, 1997

Fund Summary

The investment seeks to provide current income and long-term capital appreciation. The fund normally invests at least 80% of its assets in equity securities of companies in the real estate industry. Such companies are located in various global markets throughout the world (excluding the United States and Canada). The fund will invest primarily in companies located in the developed countries of Europe and Asia, but may also invest in emerging markets.

Related Tickers