Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UTLCX (Morgan Stanley Global Infrastructure C) | NA | 1.68% | 12.41% | 13.10% | 7.97% | 4.60% | NA | … | … |
Data as of 04/08/2015, Common starting date is 11/12/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UTLCX (Morgan Stanley Global Infrastructure C) | 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 | 1.68 | 12.41 | 13.10 | 7.97 | 4.60 | NA | … | … | -6.80 | 14.85 | 17.03 | 17.69 | 15.41 | 6.16 | 16.21 | -33.84 | 18.15 | 19.34 | 14.35 | 19.47 | 15.41 | -20.31 | -21.80 | 6.41 | 10.08 | 6.97 |
| Sharpe Ratio | NA | 0.12 | 1.06 | 0.92 | 0.37 | NA | NA | … | … | -1.20 | 1.52 | 1.65 | 1.80 | 0.84 | 0.34 | 0.64 | -0.92 | 0.90 | 1.58 | 0.95 | 1.85 | 1.13 | -0.99 | -1.58 | 0.13 | 0.57 | 6.11 |
| Standard Deviation(%) | NA | 13.64 | 11.49 | 14.23 | 19.13 | NA | NA | … | … | 19.66 | 9.73 | 10.29 | 9.88 | 18.31 | 17.84 | 25.02 | 37.63 | 16.83 | 10.17 | 12.86 | 10.01 | 13.02 | 21.54 | 15.49 | 17.59 | 11.98 | 10.49 |
| Draw Down(%) | NA | 10.04 | 10.25 | 15.70 | 52.61 | NA | NA | … | … | 8.88 | 9.20 | 10.25 | 6.18 | 13.56 | 18.59 | 28.62 | 45.18 | 11.08 | 5.45 | 11.61 | 8.87 | 14.19 | 33.15 | 24.60 | 9.17 | 7.14 | 1.83 |
| Yield(%) | 0.00 | 14.57 | 13.09 | 11.04 | 9.47 | 5.73 | 5.30 | … | … | 0.00 | 15.51 | 13.07 | 9.18 | 4.47 | 2.33 | 3.20 | 30.80 | 11.43 | 15.28 | 6.57 | 1.77 | 2.17 | 3.08 | 10.12 | 9.00 | 7.58 | 5.13 |
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 |
|---|---|---|---|---|
| UTLCX (Morgan Stanley Global Infrastructure C) |
-15.58%
Mar 2000 – Mar 2003 |
-4.18%
May 1999 – May 2004 |
-1.23%
Feb 1999 – Feb 2009 |
4.50%
Mar 2000 – Mar 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UTLCX (Morgan Stanley Global Infrastructure C) |
23.52%
May 2004 – May 2007 |
20.62%
Feb 2009 – Feb 2014 |
10.83%
Jun 2004 – Jun 2014 |
6.15%
Aug 1999 – Aug 2014 |
Annualized Rolling Returns Comparison Chart