Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
AMOCX (Morgan Stanley Focus Growth C) NA 30.87% 10.25% 20.95% 8.44% 3.70% NA
Data as of 05/01/2014, Common starting date is 11/12/1998
More Performance Analytics Comparison
Name Start Date End Date
AMOCX (Morgan Stanley Focus Growth C) 11/12/1998 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
Annualized Return (%) 0.00 30.87 10.25 20.95 8.44 3.70 NA -5.53 48.68 13.07 -6.46 25.89 72.03 -52.94 21.79 -0.73 13.35 7.48 18.52 -23.08 -27.30 -10.23 45.96 16.15
Sharpe Ratio NA 1.99 0.53 1.05 0.31 NA NA -0.88 3.55 0.84 -0.26 1.21 2.27 -1.12 0.95 -0.26 0.92 0.51 1.19 -1.31 -1.83 -0.61 2.22 9.83
Standard Deviation(%) NA 15.47 19.01 19.99 24.31 NA NA 18.13 13.70 15.69 24.73 21.35 31.68 47.77 19.80 15.38 12.11 12.81 14.98 18.48 16.46 23.23 19.29 21.44
Draw Down(%) NA 12.09 20.74 20.74 62.53 NA NA 12.09 4.90 15.01 20.74 14.72 19.18 61.57 11.30 16.96 8.80 12.77 10.91 26.70 34.72 26.74 11.29 4.26
Yield(%) 0.00 14.42 4.92 5.71 2.48 2.85 3.08 0.00 15.13 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 1.33 12.61 14.40 12.73
Data as of 05/01/2014, Common starting date is 11/12/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AMOCX (Morgan Stanley Focus Growth C) -24.01%
Feb 2000 – Feb 2003
-10.78%
Feb 2000 – Feb 2005
-5.79%
Jan 1999 – Jan 2009
3.76%
Apr 1999 – Apr 2014
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AMOCX (Morgan Stanley Focus Growth C) 33.80%
Feb 2009 – Feb 2012
30.28%
Feb 2009 – Feb 2014
9.45%
Feb 2004 – Feb 2014
5.14%
Feb 1999 – Feb 2014
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return