Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MS-PF (Morgan Stanley) | 2.69% | 7.09% | 6.81% | 4.18% | 5.39% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 12/10/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MS-PF (Morgan Stanley) | 12/10/2013 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 7.09 | 6.81 | 4.18 | 5.39 | NA | NA | … | … | 2.69 | 6.79 | 7.85 | 7.22 | -3.65 | 3.34 | 7.28 | 16.15 | -3.02 | 11.62 | 3.46 | 11.16 | 13.41 | 1.00 |
| Sharpe Ratio | NA | 2.40 | 1.10 | 0.32 | 0.36 | NA | NA | … | … | 2.55 | 1.54 | 1.39 | 0.61 | -0.53 | 0.42 | 0.26 | 2.27 | -0.85 | 1.83 | 0.34 | 2.10 | 2.76 | 3.19 |
| Standard Deviation(%) | NA | 1.96 | 3.47 | 5.80 | 10.39 | NA | NA | … | … | 1.56 | 2.55 | 3.05 | 5.89 | 9.58 | 7.86 | 26.74 | 6.47 | 5.20 | 6.03 | 9.65 | 5.30 | 4.86 | 6.15 |
| Draw Down(%) | NA | 0.63 | 3.92 | 7.90 | 31.81 | NA | NA | … | … | 0.28 | 0.88 | 1.53 | 3.92 | 7.12 | 5.19 | 31.81 | 2.80 | 6.25 | 3.70 | 10.38 | 3.07 | 3.40 | 1.02 |
| Yield(%) | 0.00 | 6.87 | 6.80 | 5.99 | 6.05 | 5.69 | 4.27 | … | … | 1.71 | 6.89 | 6.98 | 6.84 | 6.23 | 6.10 | 5.98 | 6.59 | 6.07 | 6.30 | 6.15 | 6.45 | 6.86 | 0.68 |
Data as of 06/10/2026, Common starting date is 12/10/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MS-PF (Morgan Stanley) |
2.00%
Jan 2020 – Jan 2023 |
3.48%
Sep 2017 – Sep 2022 |
5.47%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MS-PF (Morgan Stanley) |
10.51%
Feb 2014 – Feb 2017 |
7.87%
Oct 2014 – Oct 2019 |
6.47%
Jan 2014 – Jan 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart