Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BGRCX (Morgan Stanley Balanced C) | NA | 17.70% | 2.29% | 2.51% | 2.98% | NA | NA | … | … |
Data as of 06/07/2011, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGRCX (Morgan Stanley Balanced C) | 06/21/1996 | 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 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 17.70 | 2.29 | 2.51 | 2.98 | NA | NA | … | … | 3.85 | 9.63 | 17.38 | -25.25 | 2.88 | 10.98 | 6.78 | 9.63 | 18.55 | -12.23 | 0.45 | 5.05 | 2.04 | 13.79 | 22.77 | 7.58 |
| Sharpe Ratio | NA | 1.82 | 0.10 | 0.08 | 0.12 | NA | NA | … | … | 1.18 | 0.80 | 0.93 | -1.03 | -0.01 | 1.10 | 0.70 | 1.20 | 1.82 | -0.88 | -0.14 | 0.07 | -0.11 | 0.88 | -2.94 | 1.42 |
| Standard Deviation(%) | NA | 9.70 | 19.14 | 16.17 | 13.67 | NA | NA | … | … | 7.74 | 11.99 | 18.55 | 25.32 | 10.06 | 6.99 | 6.59 | 7.24 | 9.81 | 15.18 | 13.27 | 13.61 | 10.50 | 11.85 | 11.00 | 8.02 |
| Draw Down(%) | NA | 5.66 | 35.05 | 41.66 | 41.66 | NA | NA | … | … | 4.53 | 11.97 | 19.62 | 35.03 | 6.74 | 5.50 | 3.62 | 6.21 | 9.36 | 23.92 | 15.03 | 12.60 | 11.63 | 12.40 | 6.15 | 4.19 |
| Yield(%) | 0.00 | 0.56 | 1.59 | 3.67 | 2.90 | 5.38 | 4.03 | … | … | 0.00 | 0.69 | 1.40 | 3.28 | 6.16 | 7.35 | 3.86 | 0.93 | 1.26 | 1.48 | 2.17 | 7.30 | 10.92 | 13.16 | 7.15 | 3.53 |
Data as of 06/07/2011, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGRCX (Morgan Stanley Balanced C) |
-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 |
|---|---|---|---|---|
| BGRCX (Morgan Stanley Balanced C) |
17.13%
Jul 1996 – Jul 1999 |
11.50%
Jul 1996 – Jul 2001 |
7.53%
Jul 1996 – Jul 2006 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart