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DGRAX: Morgan Stanley Mid Cap Growth A (MUTUAL FUND)
Basic Info
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 08/07/1997 |
| Last Dividend Date: | 12/15/2011 |
| 12-Mo. Yield | 4.69% |
| Expenses | 0.97% |
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Performance Analytics (As of 12/13/2012)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 08/07/1997 |
2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -3.6 | 6.9 | -0.4 | 10.3 | 6.4 | 6.1 | -3.8 | -6.3 | 32.4 | 59.0 | -47.7 | 22.1 | 10.1 | 18.4 | 21.6 | 40.6 | -27.9 | -26.2 | -22.8 | 101.4 | 8.6 | 1.6 |
| Sharpe Ratio | NA | -0.23 | 0.32 | -0.02 | 0.38 | NA | 0.17 | -0.26 | -0.25 | 1.56 | 1.92 | -1.06 | 1.05 | 0.43 | 1.24 | 1.47 | 2.24 | -1.18 | -1.02 | -0.63 | 4.25 | 0.23 | 0.03 |
| Draw Down(%) | NA | 18.2 | 24.0 | 59.4 | 61.5 | NA | 74.0 | 18.2 | 24.0 | 11.0 | 20.9 | 58.7 | 10.8 | 16.2 | 8.3 | 11.5 | 10.2 | 36.1 | 42.4 | 50.4 | 11.8 | 35.6 | 14.2 |
| Standard Deviation(%) | NA | 16.1 | 21.2 | 30.1 | 24.3 | NA | 25.8 | 15.7 | 25.5 | 20.7 | 30.8 | 46.0 | 18.3 | 15.8 | 13.1 | 14.1 | 17.8 | 24.7 | 28.4 | 42.6 | 23.1 | 22.6 | 21.3 |
| Treynor Ratio | NA | -0.05 | 0.08 | -0.01 | 0.1 | NA | 0.05 | -0.05 | -0.07 | 0.36 | 0.59 | -0.5 | 0.19 | 0.07 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.07 | -0.04 | -0.05 | -0.01 | NA | 0.01 | -0.06 | -0.01 | 0.02 | 0.04 | -0.01 | 0.02 | 0.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.79 | 0.87 | 0.95 | 0.95 | NA | 0.94 | 0.79 | 0.88 | 0.89 | 1.0 | 0.96 | 1.0 | 1.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.67 | 0.88 | 0.93 | 0.78 | NA | 0.44 | 0.67 | 0.96 | 0.9 | 0.94 | 0.96 | 0.89 | 0.18 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 4.7 | 2.0 | 3.0 | 4.1 | 6.2 | N/A | 0.0 | 4.3 | 0.0 | 0.0 | 4.1 | 9.1 | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 19.0 | 26.2 | 1.6 | 9.1 |
| Dividend Growth(%) | N/A | N/A | -63.2 | 16978.1 | N/A | N/A | N/A | -100.0 | N/A | N/A | -100.0 | -50.2 | N/A | -100.0 | N/A | N/A | N/A | N/A | -100.0 | 25.9 | 1648.1 | -84.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/07/1997
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