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SRTDX: Morgan Stanley Global Strategist I (MUTUAL FUND)
Basic Info
| Asset Class: | World Allocation |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 11/11/1998 |
| Last Dividend Date: | 12/15/2011 |
| 12-Mo. Yield | 7.77% |
| Expenses | 0.73% |
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Performance Analytics (As of 12/13/2012)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 11/11/1998 |
2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 2.6 | 2.9 | -0.2 | 6.3 | 4.6 | 0.7 | -3.1 | 10.7 | 19.9 | -23.5 | 8.4 | 14.9 | 8.0 | 10.3 | 25.9 | -15.3 | -10.2 | 2.3 | 23.1 | 6.4 |
| Sharpe Ratio | NA | 0.19 | 0.21 | -0.03 | 0.39 | 0.22 | 0.05 | -0.2 | 0.82 | 1.29 | -1.13 | 0.52 | 1.5 | 0.76 | 1.07 | 2.06 | -1.09 | -1.14 | -0.12 | 1.42 | 4.5 |
| Draw Down(%) | NA | 11.1 | 16.3 | 33.8 | 34.8 | 35.3 | 11.1 | 16.3 | 11.6 | 14.6 | 31.6 | 6.4 | 6.2 | 4.6 | 6.2 | 10.0 | 23.5 | 18.3 | 13.0 | 7.1 | 3.5 |
| Standard Deviation(%) | NA | 13.2 | 14.0 | 16.1 | 13.2 | 13.4 | 13.3 | 15.8 | 13.0 | 15.3 | 21.6 | 10.2 | 7.7 | 7.6 | 8.7 | 12.3 | 15.1 | 11.3 | 15.5 | 13.9 | 12.1 |
| Treynor Ratio | NA | 0.03 | 0.03 | 0.0 | 0.05 | 0.03 | 0.01 | -0.03 | 0.11 | 0.19 | -0.25 | 0.05 | 0.15 | 0.07 | 0.1 | 0.22 | -0.17 | -0.19 | -0.01 | 0.2 | 0.51 |
| Alpha | NA | -0.02 | -0.01 | -0.01 | -0.01 | -0.02 | -0.03 | 0.0 | 0.0 | -0.01 | -0.02 | -0.03 | 0.01 | -0.01 | -0.01 | -0.05 | -0.03 | -0.05 | -0.02 | -0.01 | 0.11 |
| Beta | NA | 0.97 | 1.0 | 1.0 | 1.0 | 0.98 | 0.96 | 1.03 | 0.98 | 1.06 | 0.96 | 1.1 | 0.78 | 0.81 | 0.94 | 1.17 | 0.98 | 0.69 | 1.26 | 0.99 | 1.08 |
| RSquared | NA | 0.41 | 0.7 | 0.79 | 0.75 | 0.65 | 0.39 | 0.92 | 0.67 | 0.93 | 0.82 | 0.75 | 0.57 | 0.43 | 0.66 | 0.74 | 0.8 | 0.48 | 0.32 | 0.22 | 0.51 |
| Yield(%) | N/A | 7.8 | 8.1 | 5.9 | 7.0 | N/A | 0.0 | 7.3 | 16.8 | 1.9 | 2.5 | 9.1 | 9.0 | 1.8 | 1.8 | 1.5 | 1.4 | 2.5 | 15.0 | 11.2 | 8.5 |
| Dividend Growth(%) | N/A | -56.8 | 8.5 | 109.9 | N/A | N/A | -100.0 | -59.4 | 927.6 | -42.1 | -72.7 | 5.9 | 430.1 | 11.0 | 44.3 | -9.9 | -50.0 | -85.6 | 48.6 | 27.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/11/1998
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
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