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AMOAX: Morgan Stanley Focus Growth A (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 08/07/1997 |
Last Dividend Date: | 12/13/2013 |
12-Mo. Yield | 12.90% |
Expenses | 0.96% |
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Performance Analytics (As of 05/01/2014)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 08/07/1997 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 32.0 | 11.0 | 21.9 | 9.4 | 4.6 | 6.8 | -5.1 | 49.5 | 13.9 | -5.7 | 26.8 | 73.4 | -52.6 | 22.7 | 0.0 | 14.2 | 8.3 | 19.4 | -22.5 | -26.7 | -9.6 | 47.2 | 32.2 | 4.4 |
Sharpe Ratio | NA | 2.08 | 0.58 | 1.09 | 0.34 | NA | 0.24 | -0.81 | 3.62 | 0.89 | -0.23 | 1.25 | 2.32 | -1.12 | 1.0 | -0.21 | 0.99 | 0.57 | 1.25 | -1.27 | -1.79 | -0.59 | 2.28 | 1.59 | 0.37 |
Draw Down(%) | NA | 11.7 | 20.6 | 20.6 | 62.2 | NA | 68.6 | 11.7 | 4.8 | 14.9 | 20.6 | 14.6 | 19.1 | 61.5 | 11.3 | 16.6 | 8.6 | 12.5 | 10.8 | 26.4 | 34.3 | 26.3 | 11.2 | 19.2 | 11.4 |
Standard Deviation(%) | NA | 15.4 | 19.0 | 20.0 | 24.3 | NA | 22.1 | 18.0 | 13.7 | 15.7 | 24.7 | 21.4 | 31.6 | 47.8 | 19.8 | 15.4 | 12.1 | 12.8 | 15.0 | 18.5 | 16.5 | 23.3 | 19.3 | 18.1 | 21.6 |
Treynor Ratio | NA | 0.34 | 0.12 | 0.22 | 0.08 | NA | 0.06 | -0.17 | 0.49 | 0.14 | -0.06 | 0.25 | 0.6 | -0.43 | 0.17 | -0.03 | 0.13 | 0.09 | 0.25 | -0.43 | -0.76 | -0.29 | 0.54 | 0.42 | 0.09 |
Alpha | NA | 0.02 | -0.02 | -0.01 | -0.02 | NA | 0.01 | -0.06 | 0.04 | -0.01 | -0.02 | 0.05 | 0.08 | -0.05 | 0.04 | -0.01 | 0.01 | 0.01 | 0.0 | -0.01 | -0.08 | -0.01 | 0.09 | 0.01 | 0.03 |
Beta | NA | 0.95 | 0.93 | 0.99 | 1.1 | NA | 0.81 | 0.83 | 1.01 | 0.98 | 0.9 | 1.06 | 1.22 | 1.23 | 1.14 | 1.08 | 0.95 | 0.83 | 0.75 | 0.55 | 0.39 | 0.47 | 0.81 | 0.69 | 0.85 |
RSquared | NA | 0.67 | 0.85 | 0.86 | 0.88 | NA | 0.74 | 0.54 | 0.79 | 0.82 | 0.93 | 0.9 | 0.9 | 0.92 | 0.89 | 0.83 | 0.85 | 0.9 | 0.92 | 0.89 | 0.68 | 0.49 | 0.76 | 0.77 | 0.88 |
Yield(%) | N/A | 12.9 | 4.5 | 5.3 | 2.4 | 2.8 | N/A | 0.0 | 13.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 1.3 | 12.3 | 14.2 | 17.9 | 14.1 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -92.1 | 13.4 | -11.0 | 13.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/07/1997
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