Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TAXAX (Morgan Stanley Tax-Exempt Sec A) | NA | 1.28% | 3.85% | 3.31% | 3.97% | NA | NA | … | … |
Data as of 07/01/2011, Common starting date is 11/12/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TAXAX (Morgan Stanley Tax-Exempt Sec A) | 11/12/1998 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.28 | 3.85 | 3.31 | 3.97 | NA | NA | … | … | 3.12 | 1.72 | 18.80 | -10.92 | 1.43 | 5.22 | 3.50 | 3.50 | 4.81 | 9.05 | 4.10 | 11.23 | -2.80 | 1.05 |
| Sharpe Ratio | NA | 0.30 | 0.69 | 0.46 | 0.67 | NA | NA | … | … | 2.07 | 0.44 | 4.35 | -1.55 | -0.59 | 0.95 | 0.52 | 0.73 | 1.14 | 2.34 | 0.64 | 3.05 | -2.33 | 2.12 |
| Standard Deviation(%) | NA | 4.04 | 5.37 | 4.63 | 3.97 | NA | NA | … | … | 3.04 | 3.71 | 4.30 | 7.64 | 2.73 | 2.04 | 2.54 | 3.48 | 3.61 | 3.40 | 2.80 | 2.35 | 2.58 | 2.47 |
| Draw Down(%) | NA | 8.99 | 15.79 | 17.67 | 17.67 | NA | NA | … | … | 3.27 | 7.19 | 3.37 | 17.67 | 3.08 | 1.22 | 2.51 | 5.71 | 5.42 | 3.81 | 3.63 | 2.90 | 5.17 | 0.82 |
| Yield(%) | 0.00 | 3.37 | 4.32 | 4.41 | 4.69 | 3.95 | 2.96 | … | … | 1.16 | 4.52 | 5.07 | 5.11 | 4.57 | 4.99 | 5.69 | 4.65 | 3.95 | 5.51 | 5.79 | 5.20 | 5.10 | 1.86 |
Data as of 07/01/2011, 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 |
|---|---|---|---|---|
| TAXAX (Morgan Stanley Tax-Exempt Sec A) |
-1.67%
Dec 2005 – Dec 2008 |
0.36%
Dec 2003 – Dec 2008 |
2.74%
Dec 1998 – Dec 2008 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TAXAX (Morgan Stanley Tax-Exempt Sec A) |
8.81%
May 2000 – May 2003 |
6.80%
Jan 2000 – Jan 2005 |
5.04%
May 2000 – May 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart