Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UTLQX (Morgan Stanley Global Infrastructure Q) | NA | 2.27% | 13.04% | 13.08% | NA | NA | NA | … | … |
Data as of 04/08/2015, Common starting date is 12/13/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UTLQX (Morgan Stanley Global Infrastructure Q) | 12/13/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.27 | 13.04 | 13.08 | NA | NA | NA | … | … | -6.75 | 15.55 | 17.74 | 18.44 | 16.18 | 3.52 | 13.02 | -65.22 | 6.64 | -0.67 |
| Sharpe Ratio | NA | 0.17 | 1.14 | 0.92 | NA | NA | NA | … | … | -1.19 | 1.59 | 1.72 | 1.85 | 0.88 | 0.19 | 0.52 | -0.88 | 0.18 | -2.84 |
| Standard Deviation(%) | NA | 13.28 | 11.31 | 14.15 | NA | NA | NA | … | … | 19.69 | 9.74 | 10.32 | 10.05 | 18.30 | 18.11 | 24.98 | 75.42 | 19.58 | 6.30 |
| Draw Down(%) | NA | 9.74 | 10.28 | 15.57 | NA | NA | NA | … | … | 8.81 | 9.11 | 10.28 | 6.01 | 13.47 | 18.32 | 28.52 | 67.29 | 12.92 | 1.46 |
| Yield(%) | 0.00 | 15.09 | 13.72 | 11.15 | 2.27 | 1.51 | 1.13 | … | … | 0.00 | 16.08 | 13.65 | 9.99 | 5.11 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 04/08/2015, Common starting date is 12/13/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UTLQX (Morgan Stanley Global Infrastructure Q) |
-32.06%
May 2007 – May 2010 |
-15.05%
May 2007 – May 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UTLQX (Morgan Stanley Global Infrastructure Q) |
21.55%
Feb 2009 – Feb 2012 |
19.81%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart