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MAAYX: Morgan Stanley U.S. Focus Real Estate Portfolio Class A (MUTUAL FUND)
Basic Info 8.2 0.04(0.49%) April 25
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/30/2021 |
Last Dividend Date: | 04/02/2024 |
12-Mo. Yield | 1.21% |
Expenses | 0.90% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | Since 09/30/2021 |
2023 | 2022 | 2021 | |
---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.7 | -8.3 | 1.8 | -5.9 | 12.9 | -27.8 | 14.5 |
Sharpe Ratio | NA | -1.95 | -0.3 | -0.43 | 0.46 | -1.18 | 4.4 |
Draw Down(%) | NA | 10.7 | 13.9 | 34.5 | 16.9 | 34.5 | 5.7 |
Standard Deviation(%) | NA | 16.3 | 17.1 | 21.0 | 18.9 | 24.8 | 16.0 |
Treynor Ratio | NA | -0.39 | -0.05 | -0.11 | 0.09 | -0.37 | 0.96 |
Alpha | NA | -0.17 | -0.07 | -0.04 | -0.04 | -0.06 | 0.11 |
Beta | NA | 0.82 | 0.93 | 0.83 | 1.0 | 0.79 | 0.74 |
RSquared | NA | 0.36 | 0.44 | 0.56 | 0.52 | 0.63 | 0.45 |
Yield(%) | N/A | 0.6 | 2.0 | N/A | 1.9 | 1.4 | 0.2 |
Dividend Growth(%) | N/A | -66.7 | -11.1 | N/A | -6.2 | 700.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/30/2021
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