Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSTSX (Morningstar Unconstrained Allocation Fund) | NA | -4.11% | 5.05% | 2.04% | NA | NA | NA | … | … |
Data as of 02/07/2013, Common starting date is 01/30/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSTSX (Morningstar Unconstrained Allocation Fund) | 01/30/2004 | 02/07/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -4.11 | 5.05 | 2.04 | NA | NA | NA | … | … | 0.00 | 2.03 | -1.70 | 12.12 | 29.18 | -26.17 | 2.63 | 11.96 | 3.85 | 4.87 |
| Sharpe Ratio | NA | -0.67 | 0.40 | 0.11 | NA | NA | NA | … | … | 0.00 | 0.30 | -0.11 | 1.00 | 1.88 | -1.08 | -0.04 | 1.32 | 0.28 | 0.58 |
| Standard Deviation(%) | NA | 6.26 | 12.00 | 16.25 | NA | NA | NA | … | … | NA | 6.75 | 16.01 | 12.07 | 15.46 | 24.96 | 9.23 | 6.61 | 6.01 | 7.41 |
| Draw Down(%) | NA | 7.93 | 14.45 | 38.10 | NA | NA | NA | … | … | 0.00 | 7.93 | 14.45 | 9.88 | 17.67 | 36.80 | 6.28 | 5.90 | 4.74 | 6.93 |
| Yield(%) | 0.00 | 0.00 | 1.67 | 2.43 | 3.01 | 2.01 | 1.50 | … | … | 0.00 | 0.00 | 2.57 | 2.00 | 3.37 | 5.31 | 7.86 | 3.70 | 2.92 | 1.76 |
Data as of 02/07/2013, Common starting date is 01/30/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSTSX (Morningstar Unconstrained Allocation Fund) |
-9.61%
Feb 2006 – Feb 2009 |
-4.06%
Feb 2004 – Feb 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSTSX (Morningstar Unconstrained Allocation Fund) |
19.91%
Feb 2009 – Feb 2012 |
4.65%
May 2006 – May 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart