MSHMX
Morgan Stanley Inst Permanence-I
$13.31
-0.09 (-0.67%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 4.332M |
| 52 Week High | 14.45 |
| 52 Week Low | 10.481 |
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Key Data
| Symbol | MSHMX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 13.31 |
| Price Yesterday | 13.4 |
| Market Cap | 4.33 |
| YTD Return | 4.39% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 1000000 |
| Redeption Fee | 0 |
| Prospectus | 0.0085 |
Overview
| 52 Week High | 14.45 |
|---|---|
| 52 Week Low | 10.48 |
| Market Cap | 4.33M |
| Shares Outstanding | 0.33M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 6.81% |
| Short Term Dividend Yield | 2.88% |
| 52 Week Yield (All) | 9.69% |
Returns Annualized
| One Day | -81.73% |
|---|---|
| Five Days | -10.74% |
| One Months | -11.54% |
| Three Months | -23.81% |
| Six Months | 11.80% |
| Nine Months | 24.40% |
| One Year | 10.11% |
| Three Years | 3.35% |
| Five Years | -999 |
| Ten Years | -999 |
| YTD | 8.70% |
| Since Inception | 17.43% |
Returns Total
| One Day | -0.67% |
|---|---|
| Five Days | -0.22% |
| One Month | -0.97% |
| Three Months | -6.47% |
| Six Months | 5.63% |
| Nine Months | 17.57% |
| One Year | 10.10% |
| Three Years | 10.35% |
| Five Years | -999 |
| Ten Years | -999 |
| YTD | 4.39% |
| Since Inception | 98.04% |
Yearly Returns
| 2024 | 4.39% |
|---|---|
| 2023 | 26.44% |
| 2022 | -20.55% |
| 2021 | 16.86% |
| 2020 | 61.60% |
| 2019 | 0.00% |
| 2018 | 0.00% |
| 2017 | 0.00% |
| 2016 | 0.00% |
| 2015 | 0.00% |
Risk against SP-DA
| Alpha | -19.15% |
|---|---|
| Beta | 1.02 |
| Correlation | 72.84% |
| Downside Deviation | 4.34% |
| Coefficient of determination | 53.06% |
| Standard Deviation | 4.52% |
| Sharpe Ratio | -1.19 |
| Sortino | -4.28 |
| Treynor | 4.62 |
| Ulcer Index | 6.46 |
| Ulcer Performance Index | -2.88 |