Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MS (Morgan Stanley) | 20.68% | 66.17% | 40.69% | 21.72% | 26.48% | 18.83% | 9.97% | … | … |
Data as of 06/05/2026, Common starting date is 02/23/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MS (Morgan Stanley) | 02/23/1993 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.89 | 66.17 | 40.69 | 21.72 | 26.48 | 18.83 | 9.97 | … | … | 20.68 | 45.16 | 39.73 | 13.94 | -10.33 | 46.65 | 38.09 | 32.67 | -22.76 | 26.61 | 36.07 | -16.74 | 25.08 | 65.34 | 27.96 | -43.90 | -7.39 | 88.30 | -68.87 | -20.29 | 45.93 | 4.28 | -2.25 | 47.92 | -27.17 | -28.28 | 12.16 | 101.06 | 20.08 | 78.49 | 40.96 | 38.75 | -2.17 | 11.69 |
| Sharpe Ratio | NA | 2.48 | 1.32 | 0.66 | 0.79 | NA | NA | … | … | 1.65 | 1.38 | 1.39 | 0.40 | -0.37 | 1.79 | 0.66 | 1.34 | -0.89 | 1.25 | 1.10 | -0.65 | 1.16 | 2.32 | 0.72 | -0.74 | -0.22 | 1.11 | -0.55 | -0.64 | 2.12 | 0.09 | -0.14 | 1.46 | -0.59 | -0.53 | 0.13 | 2.06 | 0.30 | 1.94 | 1.43 | 1.30 | -0.19 | 0.32 |
| Standard Deviation(%) | NA | 25.64 | 28.32 | 28.68 | 31.43 | NA | NA | … | … | 31.92 | 30.68 | 25.94 | 25.83 | 32.23 | 26.08 | 57.07 | 23.35 | 27.36 | 20.85 | 32.71 | 25.90 | 21.63 | 28.19 | 38.98 | 59.47 | 33.41 | 79.22 | 127.22 | 36.72 | 20.13 | 21.26 | 23.64 | 32.23 | 47.92 | 58.61 | 59.03 | 47.36 | 55.26 | 38.42 | 25.92 | 26.66 | 27.53 | 35.78 |
| Draw Down(%) | NA | 18.83 | 29.24 | 32.38 | 51.33 | NA | NA | … | … | 18.83 | 29.24 | 13.15 | 28.92 | 32.38 | 11.87 | 51.33 | 18.69 | 36.06 | 13.11 | 31.41 | 23.21 | 14.62 | 16.49 | 41.44 | 59.60 | 30.41 | 33.09 | 82.15 | 34.81 | 15.98 | 19.65 | 24.07 | 23.37 | 49.85 | 57.74 | 42.85 | 28.08 | 60.32 | 21.14 | 20.24 | 19.65 | 25.22 | 25.14 |
| Yield(%) | 0.00 | 3.06 | 4.42 | 3.65 | 8.49 | 7.25 | 3.60 | … | … | 1.10 | 3.09 | 3.78 | 3.79 | 2.94 | 3.07 | 2.69 | 3.22 | 2.11 | 2.09 | 2.22 | 1.42 | 1.13 | 1.02 | 1.24 | 0.71 | 0.65 | 2.57 | 2.12 | 18.78 | 1.85 | 1.93 | 1.76 | 2.19 | 1.67 | 1.28 | 1.19 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 02/23/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MS (Morgan Stanley) |
-30.40%
Nov 2005 – Nov 2008 |
-27.16%
May 2007 – May 2012 |
-10.43%
Aug 2000 – Aug 2010 |
-4.92%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MS (Morgan Stanley) |
68.30%
Mar 1997 – Mar 2000 |
53.29%
Aug 1995 – Aug 2000 |
26.00%
May 2016 – May 2026 |
18.13%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart