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
DSTXX (Morgan Stanley California Tax-Free Daily Income Trust) NA 120.06% 713.24% 38.71% 94.67% 17.02% 16.32%
Data as of 11/17/2023, Common starting date is 08/27/1993
More Performance Analytics Comparison
Name Start Date End Date
DSTXX (Morgan Stanley California Tax-Free Daily Income Trust) 08/27/1993 11/17/2023
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 120.06 713.24 38.71 94.67 17.02 16.32
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(%) 55.28 3,427.33 13.99 1,043.40 9.40 13.73
Data as of 11/17/2023, Common starting date is 08/27/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DSTXX (Morgan Stanley California Tax-Free Daily Income Trust) -87.65%
Sep 2008 – Sep 2011
-71.49%
Sep 2008 – Sep 2013
-45.14%
Sep 2000 – Sep 2010
-33.21%
Dec 1994 – Dec 2009
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DSTXX (Morgan Stanley California Tax-Free Daily Income Trust) 751.86%
Aug 2020 – Aug 2023
205.44%
Mar 2015 – Mar 2020
94.67%
Sep 2013 – Sep 2023
12.52%
Aug 2008 – Aug 2023
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return