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MGEIX: Morgan Stanley Inst Opportunity I (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 05/24/2010 |
| Last Dividend Date: | 12/02/2015 |
| 12-Mo. Yield | 8.52% |
| Expenses | 0.88% |
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Performance Analytics (As of 09/11/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 05/24/2010 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | 2.4 | 18.1 | 0.0 | 17.3 | 0.9 | 29.4 | 9.4 | -0.5 | 26.1 |
| Sharpe Ratio | NA | 1.14 | 0.78 | 0.53 | 0.76 | 0.0 | 1.0 | 0.05 | 1.81 | 0.65 | -0.02 | 2.42 |
| Draw Down(%) | NA | 11.3 | 13.5 | 18.6 | 18.6 | 0.0 | 11.3 | 12.8 | 8.9 | 14.5 | 18.6 | 8.1 |
| Standard Deviation(%) | NA | 17.2 | 17.2 | 18.6 | 18.4 | NA | 17.2 | 17.4 | 16.2 | 14.5 | 24.5 | 19.0 |
| Treynor Ratio | NA | 0.25 | 0.14 | 0.11 | 0.15 | NA | 0.2 | 0.01 | 0.31 | 0.11 | -0.01 | 0.48 |
| Alpha | NA | 0.05 | -0.01 | -0.02 | 0.0 | 0.0 | 0.04 | -0.05 | -0.01 | -0.02 | 0.0 | 0.04 |
| Beta | NA | 0.8 | 0.93 | 0.91 | 0.91 | 0.0 | 0.88 | 1.13 | 0.94 | 0.88 | 0.89 | 0.97 |
| RSquared | NA | 0.61 | 0.61 | 0.74 | 0.77 | 0.0 | 0.69 | 0.79 | 0.5 | 0.78 | 0.92 | 0.9 |
| Yield(%) | N/A | 8.5 | 8.6 | 5.7 | N/A | 0.0 | 8.4 | 2.1 | 13.2 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 309.3 | N/A | N/A | N/A | -100.0 | 309.3 | -80.3 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/24/2010
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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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Best Closed End Funds
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