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CPODX: MORGAN STANLEY MULTI CAP GROWTH TRUST I (MUTUAL FUND)
Basic Info 35.04 0.31(0.88%) March 28
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (88%) |
Start Date: | 03/23/1998 |
Last Dividend Date: | 12/12/2022 |
12-Mo. Yield | 0.00% |
Expenses | 0.85% |
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Performance Analytics (As of 03/22/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/24/1998 |
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(%) | 0.7 | 6.8 | 45.3 | -15.1 | 6.9 | 12.3 | 16.5 | 12.3 | 9.4 | 53.0 | -61.3 | -5.7 | 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 | 0.68 | 1.34 | -0.44 | 0.11 | 0.33 | NA | NA | 0.25 | 1.54 | -1.02 | -0.17 | 2.89 | 1.42 | 0.39 | 3.98 | -0.2 | 0.48 | 0.28 | 3.54 | 0.81 | -0.3 | 1.3 | 2.36 | -1.07 | 0.81 | 0.27 | 1.49 | 1.59 | 2.14 | -1.19 | -0.78 | -0.68 | 3.38 | 1.58 |
Draw Down(%) | NA | 7.2 | 23.7 | 70.7 | 71.3 | 71.3 | NA | NA | 84.5 | 23.7 | 62.9 | 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 | 29.6 | 28.3 | 43.8 | 40.2 | 31.7 | NA | NA | 31.8 | 32.0 | 61.6 | 32.9 | 40.0 | 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 | 0.17 | 0.29 | -0.13 | 0.04 | 0.08 | NA | NA | 0.07 | 0.34 | -0.41 | -0.04 | 1.18 | 0.33 | 0.09 | 0.4 | -0.03 | 0.09 | 0.04 | 0.48 | 0.13 | -0.08 | 0.26 | 0.61 | -0.41 | 0.14 | 0.04 | 0.2 | 0.26 | 0.45 | -0.41 | -0.29 | -0.27 | 1.0 | 0.53 |
Alpha | NA | -0.16 | -0.06 | -0.07 | -0.04 | -0.02 | NA | NA | 0.01 | -0.03 | -0.03 | -0.08 | 0.13 | -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 | 1.32 | 1.49 | 1.27 | 1.25 | NA | NA | 1.21 | 1.47 | 1.53 | 1.4 | 0.98 | 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 | 0.56 | 0.67 | 0.81 | 0.76 | 0.77 | NA | NA | 0.78 | 0.75 | 0.84 | 0.84 | 0.77 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/24/1998
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