Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMOBX (Morgan Stanley Focus Growth B) | NA | 30.61% | 10.16% | 20.89% | 8.43% | 3.72% | NA | … | … |
Data as of 05/01/2014, Common starting date is 07/20/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMOBX (Morgan Stanley Focus Growth B) | 07/20/1995 | 05/01/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 30.61 | 10.16 | 20.89 | 8.43 | 3.72 | NA | … | … | -5.57 | 48.34 | 13.07 | -6.43 | 25.87 | 72.09 | -52.96 | 21.81 | -0.73 | 13.50 | 7.45 | 18.49 | -23.09 | -27.32 | -10.00 | 46.33 | 31.52 | 31.51 | 10.57 | 16.19 |
| Sharpe Ratio | NA | 1.98 | 0.53 | 1.04 | 0.31 | NA | NA | … | … | -0.89 | 3.53 | 0.84 | -0.26 | 1.21 | 2.27 | -1.12 | 0.95 | -0.26 | 0.94 | 0.51 | 1.19 | -1.30 | -1.83 | -0.60 | 2.24 | 1.54 | -1.28 | 0.49 | 2.46 |
| Standard Deviation(%) | NA | 15.46 | 19.01 | 19.99 | 24.31 | NA | NA | … | … | 18.08 | 13.69 | 15.71 | 24.73 | 21.37 | 31.67 | 47.80 | 19.80 | 15.38 | 12.11 | 12.79 | 15.00 | 18.58 | 16.47 | 23.24 | 19.27 | 18.35 | 18.53 | 14.17 | 14.63 |
| Draw Down(%) | NA | 12.09 | 20.75 | 20.75 | 62.54 | NA | NA | … | … | 12.09 | 4.90 | 15.02 | 20.75 | 14.75 | 19.18 | 61.58 | 11.30 | 16.98 | 8.80 | 12.77 | 10.90 | 26.79 | 34.72 | 26.59 | 11.25 | 19.33 | 11.45 | 14.24 | 6.12 |
| Yield(%) | 0.00 | 14.29 | 4.88 | 5.65 | 2.47 | 2.84 | 6.28 | … | … | 0.00 | 14.99 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.16 | 0.00 | 0.00 | 0.00 | 1.32 | 12.53 | 14.36 | 17.99 | 21.56 | 10.80 | 11.29 |
Data as of 05/01/2014, Common starting date is 07/20/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMOBX (Morgan Stanley Focus Growth B) |
-23.98%
Feb 2000 – Feb 2003 |
-10.75%
Feb 2000 – Feb 2005 |
-5.73%
Jan 1999 – Jan 2009 |
3.61%
Jun 1998 – Jun 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMOBX (Morgan Stanley Focus Growth B) |
38.30%
Feb 1997 – Feb 2000 |
30.19%
Feb 2009 – Feb 2014 |
9.44%
Feb 2004 – Feb 2014 |
7.22%
Jul 1996 – Jul 2011 |
Annualized Rolling Returns Comparison Chart