Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DIVBX (Morgan Stanley Dividend Growth Secs B) | NA | 5.62% | -1.54% | -0.93% | 0.11% | 3.87% | NA | … | … |
Data as of 07/15/2011, Common starting date is 07/20/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DIVBX (Morgan Stanley Dividend Growth Secs B) | 07/20/1995 | 07/15/2011 |
| 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 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -12.68 | 5.62 | -1.54 | -0.93 | 0.11 | 3.87 | NA | … | … | -6.12 | 10.39 | 23.54 | -37.20 | 3.70 | 11.38 | 5.15 | 8.60 | 26.85 | -19.40 | -9.19 | 5.28 | -1.09 | 17.87 | 25.63 | 19.27 | 12.28 |
| Sharpe Ratio | NA | 0.32 | -0.06 | -0.08 | -0.06 | NA | NA | … | … | -0.57 | 0.56 | 0.84 | -0.93 | 0.05 | 0.83 | 0.29 | 0.71 | 1.63 | -0.85 | -0.66 | 0.07 | -0.32 | 0.89 | 1.49 | 1.53 | 4.15 |
| Standard Deviation(%) | NA | 17.60 | 30.49 | 25.55 | 21.34 | NA | NA | … | … | 19.57 | 18.27 | 27.76 | 40.87 | 15.55 | 9.85 | 10.11 | 10.86 | 16.01 | 24.06 | 17.63 | 18.01 | 13.53 | 16.30 | 14.80 | 10.23 | 6.22 |
| Draw Down(%) | NA | 13.49 | 47.62 | 56.50 | 56.50 | NA | NA | … | … | 13.49 | 16.09 | 28.62 | 49.20 | 9.64 | 8.31 | 6.75 | 7.06 | 14.30 | 33.20 | 24.05 | 17.60 | 15.48 | 16.02 | 8.26 | 6.64 | 2.09 |
| Yield(%) | 0.00 | 15.53 | 5.71 | 11.84 | 8.10 | 9.75 | 8.36 | … | … | 0.00 | 16.51 | 1.65 | 4.78 | 12.72 | 44.84 | 15.79 | 18.01 | 10.90 | 2.99 | 5.51 | 11.28 | 4.90 | 4.66 | 3.56 | 3.63 | 1.19 |
Data as of 07/15/2011, Common starting date is 07/20/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIVBX (Morgan Stanley Dividend Growth Secs B) |
-16.60%
Feb 2006 – Feb 2009 |
-8.01%
Feb 2004 – Feb 2009 |
-4.04%
Feb 1999 – Feb 2009 |
4.05%
Aug 1995 – Aug 2010 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIVBX (Morgan Stanley Dividend Growth Secs B) |
22.09%
Apr 1996 – Apr 1999 |
13.60%
Oct 1995 – Oct 2000 |
7.59%
Aug 1995 – Aug 2005 |
4.66%
Feb 1996 – Feb 2011 |
Annualized Rolling Returns Comparison Chart