Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMPDX (Morgan Stanley Special Growth I ) | NA | -4.75% | 21.43% | 0.76% | 1.25% | NA | NA | … | … |
Data as of 12/09/2011, Common starting date is 11/12/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMPDX (Morgan Stanley Special Growth I ) | 11/12/1998 | 12/09/2011 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -4.75 | 21.43 | 0.76 | 1.25 | NA | NA | … | … | -7.20 | 24.56 | 46.96 | -40.29 | 3.03 | 11.98 | 12.65 | 19.73 | 44.88 | -50.60 | -33.28 | -37.46 | 134.86 | 24.38 |
| Sharpe Ratio | NA | -0.18 | 0.83 | 0.00 | -0.01 | NA | NA | … | … | -0.28 | 1.17 | 1.67 | -1.07 | 0.00 | 0.51 | 0.73 | 1.13 | 2.29 | -1.46 | -0.69 | -0.71 | 3.75 | 14.35 |
| Standard Deviation(%) | NA | 26.35 | 25.78 | 27.40 | 24.92 | NA | NA | … | … | 27.04 | 20.83 | 28.14 | 38.31 | 18.82 | 17.30 | 14.32 | 16.56 | 19.27 | 35.45 | 52.33 | 58.75 | 35.07 | 29.69 |
| Draw Down(%) | NA | 28.45 | 28.45 | 58.54 | 58.54 | NA | NA | … | … | 28.45 | 14.81 | 24.70 | 51.71 | 14.10 | 19.93 | 9.54 | 15.16 | 13.65 | 57.28 | 57.51 | 58.58 | 20.81 | 6.64 |
| Yield(%) | 0.00 | 3.00 | 1.88 | 0.65 | 0.36 | 1.88 | 1.41 | … | … | 2.89 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.29 | 12.63 | 0.00 |
Data as of 12/09/2011, Common starting date is 11/12/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMPDX (Morgan Stanley Special Growth I ) |
-45.69%
Feb 2000 – Feb 2003 |
-21.63%
Feb 2000 – Feb 2005 |
-10.87%
Feb 2000 – Feb 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMPDX (Morgan Stanley Special Growth I ) |
31.79%
Mar 2003 – Mar 2006 |
19.63%
Oct 2002 – Oct 2007 |
3.33%
Sep 2001 – Sep 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart