Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BGRBX (Morgan Stanley Balanced B) | NA | 17.79% | 2.29% | 2.52% | 2.97% | NA | NA | … | … |
Data as of 06/07/2011, Common starting date is 08/07/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGRBX (Morgan Stanley Balanced B) | 08/07/1997 | 06/07/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 17.79 | 2.29 | 2.52 | 2.97 | NA | NA | … | … | 3.84 | 9.60 | 17.42 | -25.27 | 2.86 | 11.03 | 6.74 | 9.65 | 18.59 | -12.30 | 0.39 | 5.11 | 1.99 | 13.81 | 2.84 |
| Sharpe Ratio | NA | 1.82 | 0.10 | 0.08 | 0.12 | NA | NA | … | … | 1.18 | 0.80 | 0.93 | -1.03 | -0.02 | 1.11 | 0.69 | 1.20 | 1.85 | -0.88 | -0.15 | 0.08 | -0.12 | 0.88 | 0.29 |
| Standard Deviation(%) | NA | 9.75 | 19.13 | 16.17 | 13.68 | NA | NA | … | … | 7.74 | 11.96 | 18.59 | 25.32 | 10.10 | 7.00 | 6.61 | 7.27 | 9.69 | 15.21 | 13.29 | 13.62 | 10.49 | 11.93 | 12.88 |
| Draw Down(%) | NA | 5.57 | 35.06 | 41.64 | 41.64 | NA | NA | … | … | 4.53 | 11.96 | 19.62 | 35.04 | 6.75 | 5.43 | 3.56 | 6.28 | 9.36 | 23.91 | 15.08 | 12.66 | 11.67 | 12.45 | 6.09 |
| Yield(%) | 0.00 | 0.56 | 1.57 | 3.65 | 2.89 | 4.07 | 3.05 | … | … | 0.00 | 0.68 | 1.35 | 3.26 | 6.14 | 7.32 | 3.82 | 0.94 | 1.28 | 1.49 | 2.19 | 7.28 | 10.93 | 13.09 | 4.46 |
Data as of 06/07/2011, Common starting date is 08/07/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGRBX (Morgan Stanley Balanced B) |
-10.29%
Feb 2006 – Feb 2009 |
-3.63%
Feb 2004 – Feb 2009 |
-0.40%
Feb 1999 – Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGRBX (Morgan Stanley Balanced B) |
13.41%
Mar 2003 – Mar 2006 |
10.97%
Sep 2002 – Sep 2007 |
6.13%
Oct 1997 – Oct 2007 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart