Nasdaq - Delayed Quote • USD
Morgan Stanley Inst Short Dur Inc L (MSJLX)
At close: 8:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 0.68% |
| 5y Average Return | 1.25% |
| Number of Years Up | 8 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Apr 25, 2024) | 7.80% |
| Worst 1Y Total Return (Apr 25, 2024) | -- |
| Best 3Y Total Return | 7.80% |
| Worst 3Y Total Return | -0.76% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
MSJLX
Category
- YTD
- 0.97%
- 0.44%
- 1-Month
- 0.49%
- 0.02%
- 3-Month
- 0.97%
- 0.56%
- 1-Year
- 4.95%
- 2.65%
- 3-Year
- 0.48%
- 3.38%
- 5-Year
- 1.33%
- 2.40%
- 10-Year
- 1.75%
- 2.01%
- Last Bull Market
- 0.81%
- 2.63%
- Last Bear Market
- -1.39%
- -0.33%
Annual Total Return (%) History
Year
MSJLX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.97% | -- | -- | -- |
| 2023 | 1.65% | -0.19% | 1.15% | 2.95% |
| 2022 | -2.90% | -1.39% | -1.32% | 1.02% |
| 2021 | -0.10% | 0.31% | 0.04% | -0.74% |
| 2020 | -3.58% | 5.15% | 0.67% | 0.81% |
| 2019 | 1.15% | 1.10% | 0.76% | 0.61% |
| 2018 | -0.02% | 0.46% | 0.54% | 0.48% |
| 2017 | 0.35% | 0.46% | 0.46% | 0.16% |
| 2016 | 3.11% | 0.48% | 3.41% | 0.62% |
| 2015 | 0.32% | -0.09% | -0.61% | -0.32% |
| 2014 | 0.64% | 0.44% | -0.22% | -0.30% |
| 2013 | 0.30% | -0.50% | 0.52% | 0.51% |
| 2012 | 1.04% | 0.16% | -- | -- |
Rank in Category (By Total Return)
| YTD | 32 |
| 1-Month | 74 |
| 3-Month | 32 |
| 1-Year | 41 |
| 3-Year | 48 |
| 5-Year | 68 |
Load Adjusted Returns
| 1-Year | 4.95% |
| 3-Year | 0.48% |
| 5-Year | 1.33% |
| 10-Year | 1.75% |
Performance & Risk
| YTD Return | 0.68% |
| 5y Average Return | 1.25% |
| Rank in Category (ytd) | 32 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.28 |
| Morningstar Risk Rating |
Fund Overview
| Category | Short-Term Bond |
| Fund Family | Morgan Stanley |
| Net Assets | 237.96M |
| YTD Return | 0.97% |
| Yield | 2.52% |
| Morningstar Rating | |
| Inception Date | Sep 28, 2007 |
Fund Summary
Under normal market conditions, substantially all of the fund's assets will be invested in investment grade fixed-income securities denominated in U.S. dollars. The fund invests primarily in U.S. government securities, investment grade corporate bonds and mortgage- and asset-backed securities. It will ordinarily seek to maintain an average duration of approximately three years or less. With respect to corporate issuers, the fund will not purchase securities with remaining maturities of more than 5.25 years.
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