Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TAXBX (Morgan Stanley Tax-Exempt Sec B) | NA | 1.02% | 3.49% | 2.96% | 3.66% | NA | NA | … | … |
Data as of 07/01/2011, Common starting date is 11/12/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TAXBX (Morgan Stanley Tax-Exempt Sec B) | 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 | 1.02 | 3.49 | 2.96 | 3.66 | NA | NA | … | … | 3.12 | 1.21 | 18.42 | -11.25 | 1.09 | 4.83 | 3.02 | 3.04 | 5.18 | 8.48 | 3.72 | 10.77 | -3.22 | 0.98 |
| Sharpe Ratio | NA | 0.23 | 0.62 | 0.39 | 0.59 | NA | NA | … | … | 2.01 | 0.30 | 4.28 | -1.59 | -0.73 | 0.78 | 0.34 | 0.60 | 1.23 | 2.20 | 0.51 | 2.87 | -2.44 | 2.06 |
| Standard Deviation(%) | NA | 4.06 | 5.37 | 4.62 | 3.96 | NA | NA | … | … | 3.12 | 3.71 | 4.28 | 7.64 | 2.65 | 1.97 | 2.50 | 3.46 | 3.65 | 3.35 | 2.79 | 2.35 | 2.65 | 2.25 |
| Draw Down(%) | NA | 9.14 | 16.00 | 18.01 | 18.01 | NA | NA | … | … | 3.26 | 7.33 | 3.39 | 18.01 | 3.15 | 1.21 | 2.52 | 5.93 | 5.53 | 3.96 | 3.71 | 2.91 | 5.48 | 0.82 |
| Yield(%) | 0.00 | 3.11 | 3.98 | 4.07 | 4.39 | 3.68 | 2.76 | … | … | 1.07 | 4.09 | 4.67 | 4.78 | 4.23 | 4.62 | 5.22 | 4.20 | 4.30 | 5.08 | 5.34 | 4.81 | 4.64 | 1.79 |
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 |
|---|---|---|---|---|
| TAXBX (Morgan Stanley Tax-Exempt Sec B) |
-2.02%
Dec 2005 – Dec 2008 |
-0.03%
Dec 2003 – Dec 2008 |
2.39%
Dec 1998 – Dec 2008 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TAXBX (Morgan Stanley Tax-Exempt Sec B) |
8.64%
May 2000 – May 2003 |
6.50%
Jan 2000 – Jan 2005 |
4.69%
May 2000 – May 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart