Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCRAX (Morgan Stanley Health Sciences A) | NA | 27.12% | 5.08% | 6.42% | 4.25% | NA | NA | … | … |
Data as of 06/07/2011, Common starting date is 08/07/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCRAX (Morgan Stanley Health Sciences A) | 08/07/1997 | 06/07/2011 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 27.12 | 5.08 | 6.42 | 4.25 | NA | NA | … | … | 12.22 | 4.44 | 19.48 | -21.65 | 14.32 | 4.47 | 7.74 | 8.44 | 29.14 | -23.01 | -7.72 | 58.20 | 15.10 | 19.16 | 3.48 |
| Sharpe Ratio | NA | 2.13 | 0.21 | 0.28 | 0.16 | NA | NA | … | … | 2.75 | 0.30 | 1.00 | -0.75 | 0.91 | 0.11 | 0.46 | 0.45 | 1.50 | -0.93 | -0.41 | 1.81 | 0.58 | 0.72 | 0.23 |
| Standard Deviation(%) | NA | 12.70 | 21.94 | 18.93 | 18.73 | NA | NA | … | … | 11.22 | 14.63 | 19.34 | 29.95 | 12.46 | 10.40 | 12.01 | 16.54 | 18.94 | 25.98 | 24.66 | 29.87 | 20.35 | 22.06 | 23.95 |
| Draw Down(%) | NA | 6.00 | 37.40 | 37.73 | 37.73 | NA | NA | … | … | 4.63 | 14.33 | 20.22 | 35.12 | 6.69 | 9.99 | 10.48 | 19.24 | 9.70 | 32.60 | 29.49 | 19.87 | 12.10 | 21.79 | 16.68 |
| Yield(%) | 0.00 | 11.88 | 5.68 | 9.71 | 6.55 | 9.04 | 6.78 | … | … | 0.00 | 10.81 | 4.74 | 3.05 | 22.97 | 11.39 | 12.61 | 9.25 | 0.46 | 0.27 | 1.23 | 17.63 | 7.08 | 23.82 | 7.64 |
Data as of 06/07/2011, Common starting date is 08/07/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCRAX (Morgan Stanley Health Sciences A) |
-7.40%
Feb 2006 – Feb 2009 |
-1.95%
Feb 2004 – Feb 2009 |
1.35%
Aug 2000 – Aug 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCRAX (Morgan Stanley Health Sciences A) |
29.46%
Dec 1997 – Dec 2000 |
15.99%
Aug 1998 – Aug 2003 |
12.35%
Aug 1998 – Aug 2008 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart