Performance analysis of IIF (Morgan Stanley India Investment Fund)
Annual Return
Over the past 3 years, IIF has had an average annual return of +12.41%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, IIF has had an average annual return of +7.92%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, IIF has had an average annual return of +7.92%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 1, 1999, IIF has had an average annual return of +13.57%, outperforming the benchmark SPY, which returned +8.59% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -13.53% | +6.54% | +29.69% | +21.32% | -9.35% | +30.83% | +6.66% | -0.66% | -21.34% | +49.76% | +5.17% | -5.09% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +53.78% | -5.67% | +32.26% | -42.37% | +24.44% | +80.88% | -55.01% | +79.75% | +51.31% | +33.40% | +17% | +169.59% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +15.08% | -11.57% | -22.80% | +36.82% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -6.33% | +1.92% | -13.71% | +6.71% | -0.27% | -1.37% | -13.53% | ||||||
| 2025 | -3.01% | -5.43% | +5.22% | +7.13% | +2.49% | +5.41% | -3.22% | -3.92% | +0.38% | +3.45% | -0.99% | -0.25% | +6.54% |
| 2024 | +4.61% | +2.76% | -0.61% | +2.18% | +2.35% | +11.50% | +3.03% | +1.16% | +7.89% | -7.85% | +1.77% | -1.30% | +29.69% |
| 2023 | -1.03% | -2.09% | -1.07% | +1.80% | +2.57% | +6.64% | +3.83% | -1.02% | +0.36% | -4.25% | +6.31% | +8.25% | +21.32% |
| 2022 | -0.22% | -6.38% | +0.68% | -2.71% | -5.20% | -3.50% | +9.84% | +1.22% | -6.36% | +1.93% | +4.34% | -2.20% | -9.35% |
| 2021 | +0.99% | +7.33% | +1.40% | -0.31% | +5.68% | +0.45% | +2.47% | +8.35% | +0.73% | -1.27% | -4.04% | +6.16% | +30.83% |
| 2020 | +1.81% | -7.65% | -31.50% | +11.48% | +1.40% | +12.15% | +2.83% | +3.35% | +0.52% | -0.35% | +13.88% | +7.74% | +6.66% |
| 2019 | -3.44% | -1.08% | +9.14% | -0.86% | +2.75% | -1.50% | -8.68% | -5.69% | +4.93% | +2.85% | +0.62% | +1.57% | -0.66% |
| 2018 | +1.60% | -7.36% | -2.63% | +2.70% | -5.71% | -4.17% | +5.75% | -1.13% | -13.40% | -8.66% | +8.92% | +2.69% | -21.34% |
| 2017 | +8.35% | +4.47% | +8.69% | +5.65% | -0.57% | -0.06% | +8.68% | -0.91% | -1.78% | +5.43% | -0.58% | +4.58% | +49.76% |
Drawdown analysis of IIF (Morgan Stanley India Investment Fund)
The maximum drawdown for the IIF was -66.78%, occurring on Nov 20, 2008. Recovery took 469 trading sessions.
The current IIF drawdown is -17.94%.
Since Nov 1, 1999 IIF has experienced the following drawdowns:
- 50% or more: 3 times
- 40% or more: 4 times
- 30% or more: 6 times
- 20% or more: 10 times
- 10% or more: 17 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -66.78% | Jan 2, 2008 | 225 | Nov 20, 2008 | 469 | Oct 4, 2010 | 694 |
| -59.10% | Jan 23, 2018 | 544 | Mar 23, 2020 | 363 | Aug 30, 2021 | 907 |
| -54.90% | Feb 8, 2000 | 405 | Sep 21, 2001 | 483 | Aug 22, 2003 | 888 |
| -49.86% | Nov 5, 2010 | 706 | Aug 28, 2013 | 309 | Nov 18, 2014 | 1015 |
| -36.83% | May 10, 2006 | 23 | Jun 13, 2006 | 268 | Jul 9, 2007 | 291 |
| -34.47% | Jan 13, 2004 | 86 | May 17, 2004 | 151 | Dec 21, 2004 | 237 |
| -28.33% | Mar 5, 2015 | 237 | Feb 11, 2016 | 246 | Feb 2, 2017 | 483 |
| -24.17% | Jun 27, 2025 | 189 | Mar 30, 2026 | Ongoing | Ongoing | Ongoing |
| -23.35% | Jan 12, 2022 | 110 | Jun 22, 2022 | 367 | Dec 6, 2023 | 477 |
| -21.21% | Sep 19, 2005 | 28 | Oct 27, 2005 | 48 | Jan 6, 2006 | 76 |
| -17.77% | Mar 4, 2005 | 29 | Apr 15, 2005 | 47 | Jun 22, 2005 | 76 |
| -17.61% | Sep 27, 2024 | 130 | Apr 7, 2025 | 45 | Jun 11, 2025 | 175 |
| -15.76% | Nov 4, 2003 | 12 | Nov 20, 2003 | 6 | Dec 1, 2003 | 18 |
| -15.75% | Jul 23, 2007 | 18 | Aug 16, 2007 | 23 | Sep 19, 2007 | 41 |
| -15.56% | Oct 29, 2007 | 17 | Nov 21, 2007 | 9 | Dec 5, 2007 | 26 |
| -13.85% | Dec 29, 2004 | 17 | Jan 24, 2005 | 26 | Mar 2, 2005 | 43 |
| -10.22% | Dec 10, 2007 | 5 | Dec 17, 2007 | 2 | Dec 19, 2007 | 7 |
| -9.89% | Oct 15, 2007 | 4 | Oct 19, 2007 | 5 | Oct 26, 2007 | 9 |
| -9.65% | Aug 12, 2005 | 7 | Aug 23, 2005 | 9 | Sep 6, 2005 | 16 |
| -9.41% | Dec 29, 2003 | 5 | Jan 6, 2004 | 4 | Jan 12, 2004 | 9 |
| -9.05% | Oct 15, 2021 | 35 | Dec 6, 2021 | 23 | Jan 7, 2022 | 58 |
| -8.90% | Dec 4, 2014 | 8 | Dec 16, 2014 | 22 | Jan 20, 2015 | 30 |
| -8.75% | Sep 8, 2003 | 10 | Sep 22, 2003 | 6 | Sep 30, 2003 | 16 |
| -8.66% | Mar 3, 2006 | 2 | Mar 7, 2006 | 19 | Apr 3, 2006 | 21 |
| -8.26% | Jan 3, 2000 | 9 | Jan 14, 2000 | 14 | Feb 4, 2000 | 23 |