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
DFSXX (Morgan Stanley California Tax-Free Daily Income Trust) NA -1,825.84% nan% nan% 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
DFSXX (Morgan Stanley California 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 (%) -1,825.84 nan nan 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(%) 73.04 3,409.33 16.97 1,037.20 691.47 518.60
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
DFSXX (Morgan Stanley California Tax-Free Daily Income Trust) -77.00%
Apr 2019 – Apr 2022
-39.99%
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
DFSXX (Morgan Stanley California Tax-Free Daily Income Trust) 768.96%
Apr 2020 – Apr 2023
86.24%
Jul 2018 – Jul 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return