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CPODX: MORGAN STANLEY MULTI CAP GROWTH TRUST I (MUTUAL FUND)
Basic Info 55.28 0.59(1.08%) July 03
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/23/1998 |
| Last Dividend Date: | 12/11/2024 |
| 12-Mo. Yield | 0.92% |
| Expenses | 0.85% |
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Performance Analytics (As of 07/03/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/23/1998 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.9 | 15.5 | 68.3 | 32.0 | 5.2 | 16.0 | 17.2 | 13.9 | 10.9 | 46.7 | 53.0 | -61.0 | -6.5 | 116.4 | 33.4 | 12.3 | 48.8 | -3.5 | 8.4 | 5.2 | 50.2 | 12.4 | -7.6 | 27.3 | 70.4 | -48.5 | 19.1 | 7.6 | 22.4 | 22.7 | 41.3 | -46.0 | -38.7 | -35.3 | 125.9 | 44.3 |
| Sharpe Ratio | NA | 0.76 | 1.85 | 0.79 | 0.08 | 0.44 | NA | NA | 0.3 | 1.56 | 1.56 | -1.01 | -0.2 | 2.9 | 1.41 | 0.39 | 3.97 | -0.2 | 0.48 | 0.28 | 3.53 | 0.81 | -0.3 | 1.3 | 2.36 | -1.07 | 0.8 | 0.26 | 1.49 | 1.58 | 2.14 | -1.19 | -0.78 | -0.68 | 3.38 | 1.57 |
| Draw Down(%) | NA | 31.4 | 31.4 | 35.3 | 71.3 | 71.3 | NA | NA | 84.5 | 13.6 | 23.7 | 62.5 | 27.9 | 33.9 | 17.5 | 24.4 | 4.4 | 21.0 | 14.0 | 16.8 | 4.6 | 15.0 | 21.2 | 14.2 | 17.7 | 58.2 | 12.7 | 14.4 | 10.0 | 10.4 | 11.6 | 53.0 | 61.0 | 52.8 | 19.8 | 34.5 |
| Standard Deviation(%) | NA | 40.2 | 35.1 | 36.2 | 40.2 | 33.3 | NA | NA | 31.8 | 27.6 | 32.0 | 61.7 | 32.9 | 39.8 | 22.6 | 28.0 | 12.2 | 18.2 | 17.3 | 18.5 | 14.2 | 15.5 | 25.7 | 20.9 | 29.8 | 46.2 | 19.9 | 15.7 | 13.5 | 13.7 | 19.0 | 39.6 | 53.7 | 58.1 | 36.3 | 36.0 |
| Treynor Ratio | NA | 0.26 | 0.56 | 0.22 | 0.02 | 0.12 | NA | NA | 0.08 | 0.41 | 0.34 | -0.4 | -0.06 | 1.2 | 0.33 | 0.09 | 0.4 | -0.03 | 0.09 | 0.04 | 0.48 | 0.13 | -0.08 | 0.26 | 0.61 | -0.42 | 0.14 | 0.04 | 0.2 | 0.26 | 0.45 | -0.41 | -0.29 | -0.27 | 0.99 | 0.53 |
| Alpha | NA | 0.05 | 0.14 | 0.0 | -0.03 | 0.0 | NA | NA | 0.02 | 0.06 | -0.03 | -0.03 | -0.01 | 0.15 | -0.02 | 0.05 | 0.03 | -0.01 | 0.0 | -0.04 | 0.04 | -0.02 | -0.03 | 0.05 | 0.08 | -0.03 | 0.03 | 0.02 | 0.04 | 0.06 | 0.05 | -0.04 | 0.05 | 0.0 | 0.27 | 0.12 |
| Beta | NA | 1.19 | 1.16 | 1.32 | 1.39 | 1.24 | NA | NA | 1.21 | 1.05 | 1.47 | 1.55 | 1.14 | 0.96 | 0.96 | 1.25 | 1.21 | 1.11 | 0.98 | 1.23 | 1.04 | 0.97 | 0.94 | 1.03 | 1.15 | 1.19 | 1.14 | 1.07 | 0.99 | 0.83 | 0.91 | 1.14 | 1.45 | 1.47 | 1.23 | 1.07 |
| RSquared | NA | 0.87 | 0.79 | 0.76 | 0.8 | 0.78 | NA | NA | 0.78 | 0.61 | 0.75 | 0.86 | 0.67 | 0.76 | 0.6 | 0.87 | 0.73 | 0.83 | 0.84 | 0.82 | 0.78 | 0.83 | 0.94 | 0.89 | 0.91 | 0.93 | 0.88 | 0.78 | 0.73 | 0.78 | 0.84 | 0.83 | 0.89 | 0.77 | 0.52 | 0.6 |
| Yield(%) | N/A | 0.0 | 0.9 | 8.6 | 7.2 | 13.0 | 19.0 | 17.4 | N/A | 1.0 | 0.0 | 11.9 | 10.6 | 15.7 | 8.2 | 8.6 | 30.4 | 8.3 | 8.4 | 7.1 | 11.6 | 12.6 | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 4.6 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | -53.8 | 27.3 | 447.9 | N/A | N/A | N/A | N/A | -100.0 | -9.2 | 34.7 | 146.4 | -3.4 | -66.5 | 236.0 | -3.3 | 17.1 | -18.7 | -7.6 | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/23/1998
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
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