Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MTMXX (Morgan Stanley Institutional Liquidity Funds – Tax-Exempt Portfolio) NA -66.51% 366.66% -6.79% 60.67% 11.63% NA
Data as of 02/28/2024, Common starting date is 09/12/2005
More Performance Analytics Comparison
Name Start Date End Date
MTMXX (Morgan Stanley Institutional Liquidity Funds – Tax-Exempt Portfolio) 09/12/2005 02/28/2024
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -66.51 366.66 -6.79 60.67 11.63 NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.99 134.33 0.63 47.70 1.45 0.10
Data as of 02/28/2024, Common starting date is 09/12/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MTMXX (Morgan Stanley Institutional Liquidity Funds – Tax-Exempt Portfolio) -87.14%
Sep 2008 – Sep 2011
-70.79%
Sep 2008 – Sep 2013
-43.81%
Dec 2005 – Dec 2015
-31.76%
Dec 2006 – Dec 2021
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MTMXX (Morgan Stanley Institutional Liquidity Funds – Tax-Exempt Portfolio) 632.04%
Jan 2021 – Jan 2024
222.62%
Mar 2015 – Mar 2020
83.90%
Jan 2014 – Jan 2024
25.89%
Jan 2009 – Jan 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return