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
DFRXX (Morgan Stanley Tax-Free Daily Income Trust) NA 119.87% 713.19% 38.71% NA NA NA
Data as of 11/17/2023, Common starting date is 07/05/2016
More Performance Analytics Comparison
Name Start Date End Date
DFRXX (Morgan Stanley Tax-Free Daily Income Trust) 07/05/2016 11/17/2023
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 119.87 713.19 38.71 NA NA NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 55.24 3,427.33 13.99 1,043.40 695.60 521.70
Data as of 11/17/2023, Common starting date is 07/05/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DFRXX (Morgan Stanley Tax-Free Daily Income Trust) -79.17%
Apr 2019 – Apr 2022
-43.66%
Apr 2017 – Apr 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DFRXX (Morgan Stanley Tax-Free Daily Income Trust) 752.13%
Aug 2020 – Aug 2023
68.75%
Jul 2018 – Jul 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return