Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSUMX (Managed Account Series – US Mortgage Por) | 0.00% | 7.97% | 6.02% | 1.66% | 2.60% | 3.29% | 3.03% | … | … |
Data as of 02/03/2026, Common starting date is 08/30/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSUMX (Managed Account Series – US Mortgage Por) | 08/30/2005 | 02/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.97 | 6.02 | 1.66 | 2.60 | 3.29 | 3.03 | … | … | 0.00 | 8.71 | 6.12 | 6.75 | -13.59 | 2.59 | 5.62 | 6.86 | 0.37 | 2.91 | 2.62 | 1.51 | 7.82 | -0.50 | 8.21 | 5.33 | 8.79 | 5.99 | -4.42 | 0.81 | 0.69 | 0.14 |
| Sharpe Ratio | NA | 1.72 | 0.57 | -0.14 | 0.26 | NA | NA | … | … | -2.30 | 1.87 | 0.58 | 0.49 | -2.13 | 1.15 | 1.39 | 2.61 | -0.36 | 0.94 | 1.21 | 0.57 | 2.83 | -0.14 | 4.61 | 1.81 | 2.56 | 1.44 | -0.75 | -0.65 | -1.01 | -0.81 |
| Standard Deviation(%) | NA | 2.99 | 4.61 | 4.98 | 4.01 | NA | NA | … | … | 1.08 | 3.13 | 4.28 | 6.32 | 7.07 | 2.24 | 3.85 | 2.07 | 2.84 | 2.41 | 2.00 | 2.60 | 2.76 | 3.97 | 1.78 | 2.93 | 3.40 | 4.09 | 7.15 | 3.61 | 2.71 | 2.81 |
| Draw Down(%) | NA | 1.88 | 5.88 | 17.34 | 17.34 | NA | NA | … | … | 0.33 | 1.88 | 2.32 | 6.06 | 17.03 | 1.08 | 6.95 | 0.79 | 2.40 | 1.26 | 2.97 | 1.51 | 0.98 | 4.66 | 0.68 | 1.58 | 2.85 | 3.36 | 9.05 | 3.22 | 3.62 | 2.02 |
| Yield(%) | 0.00 | 5.74 | 5.59 | 3.94 | 3.61 | 3.85 | 3.41 | … | … | 0.00 | 6.21 | 6.07 | 5.24 | 2.81 | 2.37 | 3.33 | 3.44 | 3.45 | 3.18 | 3.20 | 2.92 | 2.54 | 2.90 | 5.30 | 7.10 | 7.32 | 0.00 | 0.00 | 0.00 | 0.89 | 1.33 |
Data as of 02/03/2026, Common starting date is 08/30/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSUMX (Managed Account Series – US Mortgage Por) |
-3.95%
Oct 2020 – Oct 2023 |
-0.43%
Oct 2017 – Oct 2022 |
1.18%
Oct 2012 – Oct 2022 |
2.40%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSUMX (Managed Account Series – US Mortgage Por) |
7.71%
Apr 2009 – Apr 2012 |
6.36%
Oct 2008 – Oct 2013 |
4.41%
Mar 2009 – Mar 2019 |
3.73%
Jun 2006 – Jun 2021 |
Annualized Rolling Returns Comparison Chart