Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AMOAX (Morgan Stanley Focus Growth A) | NA | 32.00% | 11.11% | 21.87% | 9.27% | 4.49% | NA | 7.12% |
Data as of 05/01/2014, AR inception is 08/07/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMOAX (Morgan Stanley Focus Growth A) | 08/07/1997 | 05/01/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 32.00 | 11.11 | 21.87 | 9.27 | 4.49 | NA | 7.12 | -5.06 | 49.48 | 13.95 | -5.75 | 26.79 | 73.38 | -52.59 | 22.73 | 0.00 | 14.21 | 8.29 | 19.44 | -22.50 | -26.73 | -9.58 | 47.15 | 32.22 | 4.42 |
| Sharpe Ratio | NA | 2.08 | 0.58 | 1.09 | 0.34 | NA | NA | 0.24 | -0.81 | 3.62 | 0.89 | -0.23 | 1.25 | 2.32 | -1.12 | 1.00 | -0.21 | 0.99 | 0.57 | 1.25 | -1.27 | -1.79 | -0.59 | 2.28 | 1.59 | 0.37 |
| Standard Deviation(%) | NA | 15.41 | 19.00 | 19.98 | 24.30 | NA | NA | 22.12 | 18.00 | 13.68 | 15.72 | 24.74 | 21.37 | 31.64 | 47.79 | 19.79 | 15.41 | 12.12 | 12.78 | 15.01 | 18.53 | 16.47 | 23.26 | 19.28 | 18.12 | 21.57 |
| Draw Down(%) | NA | 11.72 | 20.56 | 20.56 | 62.25 | NA | NA | 68.59 | 11.72 | 4.84 | 14.90 | 20.56 | 14.62 | 19.09 | 61.46 | 11.26 | 16.63 | 8.60 | 12.52 | 10.76 | 26.43 | 34.34 | 26.31 | 11.20 | 19.22 | 11.44 |
| Yield(%) | 0.00 | 12.90 | 4.47 | 5.25 | 2.37 | 2.82 | 3.91 | 4.89 | 0.00 | 13.56 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.29 | 12.32 | 14.22 | 17.95 | 14.13 |
Data as of 05/01/2014, AR inception is 08/07/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMOAX (Morgan Stanley Focus Growth A) |
-23.43%
Feb 2000 - Feb 2003 |
-10.09%
Feb 2000 - Feb 2005 |
-5.06%
Jan 1999 - Jan 2009 |
4.36%
Jun 1998 - Jun 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMOAX (Morgan Stanley Focus Growth A) |
34.80%
Feb 2009 - Feb 2012 |
31.19%
Feb 2009 - Feb 2014 |
10.25%
Feb 2004 - Feb 2014 |
6.29%
Oct 1998 - Oct 2013 |
Annualized Rolling Returns Comparison Chart