Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NYFBX (Morgan Stanley NY Tax-Free Income B) | NA | 1.20% | 5.12% | 4.34% | 4.19% | 4.56% | NA | … | … |
Data as of 07/01/2011, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NYFBX (Morgan Stanley NY Tax-Free Income B) | 06/21/1996 | 07/01/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.20 | 5.12 | 4.34 | 4.19 | 4.56 | NA | … | … | 3.24 | 1.35 | 15.95 | -4.57 | 2.39 | 4.86 | 2.99 | 2.68 | 3.92 | 9.36 | 3.28 | 10.93 | -4.57 | 5.36 | 8.45 | 6.15 |
| Sharpe Ratio | NA | 0.28 | 1.08 | 0.76 | 0.79 | NA | NA | … | … | 1.93 | 0.36 | 4.47 | -0.83 | -0.22 | 0.74 | 0.33 | 0.55 | 0.98 | 2.49 | 0.36 | 2.81 | -2.74 | 0.73 | -16.13 | 2.08 |
| Standard Deviation(%) | NA | 4.02 | 4.58 | 4.15 | 3.63 | NA | NA | … | … | 3.38 | 3.48 | 3.55 | 6.63 | 2.91 | 2.11 | 2.50 | 3.17 | 3.30 | 3.32 | 2.71 | 2.45 | 2.85 | 2.81 | 2.89 | 4.08 |
| Draw Down(%) | NA | 8.98 | 10.20 | 11.28 | 11.28 | NA | NA | … | … | 3.56 | 7.05 | 2.50 | 11.28 | 2.88 | 1.34 | 2.34 | 5.27 | 4.97 | 3.69 | 3.65 | 3.21 | 6.91 | 2.05 | 2.22 | 2.04 |
| Yield(%) | 0.00 | 2.92 | 4.90 | 4.84 | 4.78 | 4.89 | 3.73 | … | … | 1.09 | 3.77 | 7.33 | 5.57 | 4.61 | 4.98 | 5.94 | 3.63 | 4.59 | 6.37 | 4.26 | 4.31 | 4.01 | 7.18 | 4.40 | 3.06 |
Data as of 07/01/2011, 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 |
|---|---|---|---|---|
| NYFBX (Morgan Stanley NY Tax-Free Income B) |
0.63%
Oct 2005 – Oct 2008 |
1.58%
Oct 2003 – Oct 2008 |
2.89%
Oct 1998 – Oct 2008 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NYFBX (Morgan Stanley NY Tax-Free Income B) |
8.83%
May 2000 – May 2003 |
6.40%
Jan 2000 – Jan 2005 |
5.36%
May 2000 – May 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart