Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TAXCX (Morgan Stanley Tax-Exempt Sec C) | NA | 0.93% | 3.35% | 2.83% | 3.53% | NA | NA | … | … |
Data as of 07/01/2011, Common starting date is 11/12/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TAXCX (Morgan Stanley Tax-Exempt Sec C) | 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 | 0.93 | 3.35 | 2.83 | 3.53 | NA | NA | … | … | 3.10 | 1.08 | 18.11 | -11.29 | 1.07 | 4.64 | 2.92 | 2.95 | 5.04 | 8.38 | 3.58 | 10.68 | -3.35 | 0.96 |
| Sharpe Ratio | NA | 0.21 | 0.60 | 0.36 | 0.56 | NA | NA | … | … | 2.04 | 0.27 | 4.23 | -1.60 | -0.74 | 0.67 | 0.30 | 0.59 | 1.20 | 2.22 | 0.47 | 2.92 | -2.50 | 2.08 |
| Standard Deviation(%) | NA | 4.03 | 5.33 | 4.59 | 3.93 | NA | NA | … | … | 3.06 | 3.67 | 4.26 | 7.59 | 2.65 | 2.01 | 2.52 | 3.42 | 3.62 | 3.28 | 2.70 | 2.27 | 2.63 | 2.15 |
| Draw Down(%) | NA | 9.12 | 15.99 | 18.05 | 18.05 | NA | NA | … | … | 3.27 | 7.38 | 3.41 | 18.05 | 3.18 | 1.22 | 2.62 | 5.89 | 5.49 | 3.97 | 3.66 | 3.01 | 5.49 | 0.82 |
| Yield(%) | 0.00 | 3.04 | 3.89 | 3.98 | 4.29 | 3.60 | 2.70 | … | … | 1.05 | 3.97 | 4.57 | 4.69 | 4.14 | 4.52 | 5.14 | 4.12 | 4.17 | 4.98 | 5.21 | 4.72 | 4.54 | 1.77 |
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 |
|---|---|---|---|---|
| TAXCX (Morgan Stanley Tax-Exempt Sec C) |
-2.10%
Dec 2005 – Dec 2008 |
-0.12%
Dec 2003 – Dec 2008 |
2.29%
Dec 1998 – Dec 2008 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TAXCX (Morgan Stanley Tax-Exempt Sec C) |
8.48%
May 2000 – May 2003 |
6.39%
Jan 2000 – Jan 2005 |
4.57%
May 2000 – May 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart