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
MXSXX (Morgan Stanley Institutional Liquidity Funds – Tax-Exempt Portfolio) NA 2.11% 1.07% 0.72% 0.38% 0.25% NA
Data as of 02/28/2024, Common starting date is 11/24/2004
More Performance Analytics Comparison
Name Start Date End Date
MXSXX (Morgan Stanley Institutional Liquidity Funds – Tax-Exempt Portfolio) 11/24/2004 02/28/2024
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 2.11 1.07 0.72 0.38 0.25 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(%) 3.15 1.43 0.94 0.49 0.33 0.25
Data as of 02/28/2024, Common starting date is 11/24/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MXSXX (Morgan Stanley Institutional Liquidity Funds – Tax-Exempt Portfolio) 0.00%
Dec 2004 – Dec 2007
0.00%
Dec 2004 – Dec 2009
0.00%
Dec 2004 – Dec 2014
0.04%
Dec 2004 – Dec 2019
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MXSXX (Morgan Stanley Institutional Liquidity Funds – Tax-Exempt Portfolio) 1.07%
Jan 2021 – Jan 2024
0.72%
Jan 2019 – Jan 2024
0.38%
Jan 2014 – Jan 2024
0.25%
Jan 2009 – Jan 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return