Nasdaq - Delayed Quote USD

Morgan Stanley Inst US Real Estate L (MSULX)

7.69 +0.01 (+0.13%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -8.48%
5y Average Return -2.29%
Number of Years Up 9
Number of Years Down 3
Best 1Y Total Return (Apr 17, 2024) 37.78%
Worst 1Y Total Return (Apr 17, 2024) --
Best 3Y Total Return 37.78%
Worst 3Y Total Return -6.52%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MSULX
Category
YTD
-0.36%
20.43%
1-Month
1.08%
2.69%
3-Month
-0.36%
11.34%
1-Year
9.42%
36.79%
3-Year
2.23%
10.81%
5-Year
-1.07%
7.03%
10-Year
2.58%
9.08%
Last Bull Market
55.16%
31.03%
Last Bear Market
-18.83%
-16.60%

Annual Total Return (%) History

Year
MSULX
Category
2024
--
--
2023
13.75%
--
2022
-27.02%
--
2021
37.78%
--
2020
-18.77%
-4.49%
2019
17.43%
27.28%
2018
-9.16%
-5.97%
2017
2.37%
6.22%

2016
5.91%
6.89%
2015
1.44%
2.41%
2014
29.68%
28.03%
2013
1.62%
1.55%
2012
15.44%
17.60%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -0.36% -- -- --
2023 3.59% 3.04% -6.59% 14.09%
2022 -3.18% -18.83% -11.03% 4.38%
2021 6.70% 12.82% 0.19% 14.24%
2020 -35.83% 10.12% -1.44% 16.63%
2019 14.75% -2.39% 3.28% 1.51%
2018 -8.28% 8.57% 0.89% -9.58%
2017 -0.90% -0.50% 0.14% 3.67%
2016 5.74% 3.69% -1.31% -2.13%
2015 3.94% -9.56% 1.26% 6.57%

2014 9.20% 7.18% -2.79% 13.98%
2013 5.24% -0.72% -2.83% 0.10%
2012 10.69% 2.98% -0.79% 2.08%

Rank in Category (By Total Return)

YTD 24
1-Month 88
3-Month 24
1-Year 32
3-Year 53
5-Year 95

Load Adjusted Returns

1-Year 9.42%
3-Year 2.23%
5-Year -1.07%
10-Year 2.58%

Performance & Risk

YTD Return -8.48%
5y Average Return -2.29%
Rank in Category (ytd) 24
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.11
Morningstar Risk Rating

Fund Overview

Category Real Estate
Fund Family Morgan Stanley
Net Assets 28.22M
YTD Return -0.36%
Yield 1.61%
Morningstar Rating
Inception Date Jan 02, 1996

Fund Summary

The Adviser seeks a combination of above-average current income and long-term capital appreciation by investing primarily in equity securities of companies in the U.S. real estate industry, including REITs. The fund focuses on REITs as well as real estate operating companies (“REOCs”) that invest in a variety of property types and regions. Under normal circumstances, at least 80% of the fund’s assets will be invested in equity securities of companies in the U.S. real estate industry. The fund is non-diversified.

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