Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UTLAX (Morgan Stanley Global Infrastructure A) | NA | 2.02% | 12.97% | 13.72% | 8.68% | 5.37% | NA | … | … |
Data as of 04/08/2015, Common starting date is 11/12/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UTLAX (Morgan Stanley Global Infrastructure A) | 11/12/1998 | 04/08/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.02 | 12.97 | 13.72 | 8.68 | 5.37 | NA | … | … | -6.91 | 15.43 | 17.77 | 18.44 | 16.26 | 6.84 | 17.00 | -33.26 | 19.05 | 20.20 | 15.11 | 20.35 | 17.10 | -19.73 | -21.22 | 7.24 | 10.96 | 7.06 |
| Sharpe Ratio | NA | 0.15 | 1.10 | 0.95 | 0.40 | NA | NA | … | … | -1.19 | 1.57 | 1.72 | 1.84 | 0.88 | 0.38 | 0.68 | -0.91 | 0.96 | 1.67 | 1.00 | 1.93 | 1.26 | -0.97 | -1.54 | 0.18 | 0.65 | 6.24 |
| Standard Deviation(%) | NA | 13.86 | 11.63 | 14.34 | 19.17 | NA | NA | … | … | 20.05 | 9.79 | 10.31 | 10.06 | 18.49 | 17.71 | 25.03 | 37.62 | 16.83 | 10.18 | 12.89 | 10.05 | 13.00 | 21.49 | 15.51 | 17.58 | 11.96 | 10.47 |
| Draw Down(%) | NA | 9.97 | 10.23 | 15.64 | 52.20 | NA | NA | … | … | 9.01 | 9.18 | 10.23 | 6.09 | 13.54 | 18.43 | 28.70 | 44.81 | 10.92 | 5.40 | 11.60 | 8.71 | 13.87 | 32.77 | 24.11 | 9.05 | 6.94 | 1.79 |
| Yield(%) | 0.00 | 15.36 | 13.93 | 11.96 | 10.02 | 6.15 | 5.70 | … | … | 0.00 | 16.37 | 13.86 | 10.13 | 5.17 | 3.27 | 3.84 | 31.58 | 12.29 | 16.08 | 7.37 | 2.57 | 3.56 | 3.71 | 10.84 | 9.77 | 8.38 | 5.31 |
Data as of 04/08/2015, 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 |
|---|---|---|---|---|
| UTLAX (Morgan Stanley Global Infrastructure A) |
-14.77%
Mar 2000 – Mar 2003 |
-3.34%
May 1999 – May 2004 |
-0.43%
Feb 1999 – Feb 2009 |
5.27%
Mar 2000 – Mar 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UTLAX (Morgan Stanley Global Infrastructure A) |
24.46%
May 2004 – May 2007 |
21.43%
Feb 2009 – Feb 2014 |
11.61%
Jun 2004 – Jun 2014 |
6.95%
Aug 1999 – Aug 2014 |
Annualized Rolling Returns Comparison Chart