Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MS-PK (Morgan Stanley) | -2.67% | 7.10% | 5.75% | 1.02% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 01/26/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MS-PK (Morgan Stanley) | 01/26/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.47 | 7.10 | 5.75 | 1.02 | NA | NA | NA | … | … | -2.67 | 7.00 | 6.60 | 11.89 | -16.10 | 6.03 | 7.51 | 23.33 | -5.06 | 13.16 |
| Sharpe Ratio | NA | 0.80 | 0.28 | -0.11 | NA | NA | NA | … | … | -1.23 | 0.48 | 0.38 | 0.60 | -1.26 | 0.67 | 0.19 | 3.28 | -1.02 | 2.54 |
| Standard Deviation(%) | NA | 6.87 | 8.96 | 10.65 | NA | NA | NA | … | … | 6.09 | 8.52 | 7.84 | 13.79 | 14.00 | 8.91 | 37.84 | 6.67 | 6.33 | 5.33 |
| Draw Down(%) | NA | 4.80 | 10.15 | 19.86 | NA | NA | NA | … | … | 4.80 | 8.45 | 4.44 | 12.27 | 18.88 | 6.22 | 36.79 | 2.81 | 7.26 | 3.92 |
| Yield(%) | 0.00 | 6.27 | 6.14 | 4.89 | 5.35 | 3.57 | 2.68 | … | … | 1.48 | 5.97 | 6.05 | 6.23 | 5.05 | 5.11 | 5.08 | 6.05 | 5.53 | 5.59 |
Data as of 06/10/2026, Common starting date is 01/26/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MS-PK (Morgan Stanley) |
-2.83%
Oct 2020 – Oct 2023 |
1.86%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MS-PK (Morgan Stanley) |
12.03%
Dec 2018 – Dec 2021 |
6.43%
Feb 2017 – Feb 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart