Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MDOAX (Morgan Stanley Developing Opportunity Portfolio Class A) | 7.41% | 4.37% | 10.81% | -4.04% | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 02/18/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MDOAX (Morgan Stanley Developing Opportunity Portfolio Class A) | 02/18/2020 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -8.55 | 4.37 | 10.81 | -4.04 | NA | NA | NA | … | … | 7.41 | 7.96 | 16.39 | 4.91 | -30.52 | -18.94 | 45.87 |
| Sharpe Ratio | NA | 0.47 | 0.54 | -0.23 | NA | NA | NA | … | … | 1.28 | 0.28 | 0.73 | 0.07 | -0.92 | -0.85 | 1.72 |
| Standard Deviation(%) | NA | 21.78 | 19.60 | 23.53 | NA | NA | NA | … | … | 29.11 | 18.37 | 17.41 | 17.53 | 34.96 | 22.28 | 31.13 |
| Draw Down(%) | NA | 21.93 | 21.93 | 52.85 | NA | NA | NA | … | … | 17.36 | 13.66 | 10.33 | 13.91 | 41.43 | 35.25 | 27.17 |
| Yield(%) | 0.00 | 0.35 | 0.32 | 0.12 | 0.08 | 0.06 | 0.04 | … | … | 0.00 | 0.38 | 0.53 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/08/2026, Common starting date is 02/18/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDOAX (Morgan Stanley Developing Opportunity Portfolio Class A) |
-19.15%
Jan 2021 – Jan 2024 |
-7.38%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDOAX (Morgan Stanley Developing Opportunity Portfolio Class A) |
17.82%
Oct 2022 – Oct 2025 |
4.26%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart