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MIOIX: Morgan Stanley Insti Fd Int'l Oprts Cl I (MUTUAL FUND)
Basic Info 25.23 0.07(0.28%) April 17
Asset Class: | Foreign Large Growth |
MyPlanIQ Rating: | (19%) |
Start Date: | 04/01/2010 |
Last Dividend Date: | 12/16/2022 |
12-Mo. Yield | 0.00% |
Expenses | 0.92% |
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Performance Analytics (As of 04/12/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 04/01/2010 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -2.0 | 5.2 | 9.7 | -13.1 | 2.9 | 8.2 | 8.9 | 21.1 | -43.8 | -5.3 | 55.5 | 35.2 | -12.0 | 53.4 | -0.6 | 11.4 | 3.2 | 26.5 | 9.8 | -10.2 | 20.1 |
Sharpe Ratio | NA | 1.33 | 0.56 | -0.53 | 0.05 | 0.35 | 0.4 | 0.91 | -1.13 | -0.25 | 1.92 | 2.43 | -0.75 | 6.05 | -0.05 | 0.71 | 0.23 | 2.47 | 0.64 | -0.4 | 1.47 |
Draw Down(%) | NA | 3.4 | 19.4 | 56.8 | 60.9 | 60.9 | 60.9 | 19.4 | 51.4 | 23.2 | 28.3 | 8.3 | 25.8 | 3.3 | 14.4 | 14.7 | 10.8 | 7.2 | 15.7 | 29.0 | 14.0 |
Standard Deviation(%) | NA | 15.3 | 17.1 | 27.6 | 26.2 | 21.3 | 20.4 | 18.7 | 40.1 | 21.1 | 28.7 | 13.9 | 17.7 | 8.8 | 16.3 | 16.0 | 13.7 | 10.7 | 15.4 | 25.4 | 18.6 |
Treynor Ratio | NA | 0.22 | 0.1 | -0.13 | 0.01 | 0.08 | 0.09 | 0.17 | -0.39 | -0.05 | 0.61 | 0.39 | -0.15 | 0.7 | -0.01 | 0.13 | 0.03 | 0.38 | 0.12 | -0.12 | 0.37 |
Alpha | NA | 0.04 | 0.02 | -0.02 | -0.02 | 0.0 | 0.01 | 0.01 | -0.05 | -0.02 | 0.01 | 0.02 | 0.0 | 0.06 | -0.01 | 0.05 | 0.03 | 0.04 | -0.02 | 0.01 | 0.06 |
Beta | NA | 0.92 | 0.99 | 1.11 | 1.02 | 0.98 | 0.93 | 1.01 | 1.17 | 0.97 | 0.9 | 0.87 | 0.88 | 0.75 | 0.84 | 0.88 | 0.91 | 0.7 | 0.8 | 0.84 | 0.75 |
RSquared | NA | 0.84 | 0.89 | 0.91 | 0.9 | 0.87 | 0.85 | 0.91 | 0.93 | 0.82 | 0.92 | 0.82 | 0.85 | 0.61 | 0.82 | 0.78 | 0.68 | 0.76 | 0.79 | 0.89 | 0.83 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/01/2010
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