Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSLDX (SHORT DURATION INCOME PORTFOLIO CLASS C) | NA | -10.91% | -3.67% | -1.60% | 1.33% | NA | NA | … | … |
Data as of 05/01/2009, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSLDX (SHORT DURATION INCOME PORTFOLIO CLASS C) | 06/21/1996 | 05/01/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -10.91 | -3.67 | -1.60 | 1.33 | NA | NA | … | … | 0.18 | -15.94 | 2.91 | 4.11 | 1.47 | 0.87 | 0.97 | 4.22 | 8.08 | 7.03 | 2.75 | 7.01 | 6.47 | 4.36 |
| Sharpe Ratio | NA | -3.00 | -1.83 | -1.39 | -0.31 | NA | NA | … | … | 0.29 | -3.55 | -0.06 | 0.51 | -0.49 | -0.05 | 0.21 | 1.81 | 1.99 | 1.44 | -0.22 | 1.59 | -20.71 | 1.94 |
| Standard Deviation(%) | NA | 3.81 | 3.14 | 2.62 | 2.37 | NA | NA | … | … | 1.49 | 4.74 | 1.75 | 1.62 | 1.43 | 1.55 | 1.29 | 1.73 | 2.94 | 2.08 | 2.10 | 2.32 | 2.34 | 2.55 |
| Draw Down(%) | NA | 12.86 | 18.20 | 18.20 | 18.20 | NA | NA | … | … | 0.86 | 18.20 | 1.04 | 0.44 | 0.67 | 1.27 | 0.42 | 0.93 | 1.34 | 0.64 | 0.87 | 0.63 | 0.53 | 0.63 |
| Yield(%) | 0.00 | 3.60 | 4.29 | 3.91 | 4.15 | 4.00 | 3.00 | … | … | 0.33 | 4.57 | 4.97 | 4.55 | 3.70 | 3.57 | 2.71 | 3.32 | 5.40 | 5.82 | 5.29 | 6.24 | 6.66 | 3.74 |
Data as of 05/01/2009, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSLDX (SHORT DURATION INCOME PORTFOLIO CLASS C) |
-3.74%
Nov 2005 – Nov 2008 |
-1.85%
Nov 2003 – Nov 2008 |
1.33%
Apr 1999 – Apr 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSLDX (SHORT DURATION INCOME PORTFOLIO CLASS C) |
6.52%
Aug 1999 – Aug 2002 |
6.49%
Sep 1996 – Sep 2001 |
4.39%
Aug 1996 – Aug 2006 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart