Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DWLTX (Morgan Stanley Limited-Term Muni) | NA | -9.47% | -1.05% | 0.66% | 2.51% | NA | NA | … | … |
Data as of 05/01/2009, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DWLTX (Morgan Stanley Limited-Term Muni) | 06/21/1996 | 05/01/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -9.47 | -1.05 | 0.66 | 2.51 | NA | NA | … | … | -3.31 | -6.12 | 2.72 | 4.31 | 2.58 | 1.32 | 4.43 | 10.09 | 4.36 | 7.49 | -1.02 | 5.13 | 6.46 | 5.31 |
| Sharpe Ratio | NA | -1.83 | -0.84 | -0.43 | 0.14 | NA | NA | … | … | -1.63 | -1.49 | -0.15 | 0.60 | 0.19 | 0.12 | 1.17 | 2.51 | 0.82 | 1.97 | -2.13 | 0.98 | -23.88 | 2.19 |
| Standard Deviation(%) | NA | 5.48 | 3.73 | 3.23 | 3.05 | NA | NA | … | … | 6.04 | 4.73 | 2.09 | 1.69 | 2.12 | 3.14 | 3.21 | 3.58 | 2.53 | 1.75 | 2.00 | 1.85 | 2.03 | 3.11 |
| Draw Down(%) | NA | 11.08 | 12.00 | 12.00 | 12.00 | NA | NA | … | … | 6.46 | 12.00 | 1.77 | 1.20 | 2.38 | 5.53 | 4.97 | 4.14 | 3.87 | 1.92 | 3.21 | 1.17 | 1.94 | 1.38 |
| Yield(%) | 0.00 | 3.02 | 3.46 | 3.36 | 3.50 | 3.26 | 2.44 | … | … | 0.50 | 3.73 | 3.56 | 3.66 | 3.35 | 2.81 | 3.07 | 3.34 | 3.63 | 3.88 | 3.71 | 3.84 | 4.03 | 2.39 |
Data as of 05/01/2009, 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 |
|---|---|---|---|---|
| DWLTX (Morgan Stanley Limited-Term Muni) |
-1.08%
Apr 2006 – Apr 2009 |
0.21%
Mar 2004 – Mar 2009 |
2.51%
Apr 1999 – Apr 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DWLTX (Morgan Stanley Limited-Term Muni) |
8.26%
May 2000 – May 2003 |
5.75%
Jan 2000 – Jan 2005 |
4.62%
Aug 1996 – Aug 2006 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart