Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLFBX (Morgan Stanley California Tax Free Incme Fd C) | NA | 4.56% | 2.43% | 3.18% | 4.27% | 4.21% | 4.34% | … | … |
Data as of 01/26/2018, Common starting date is 07/27/1984
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLFBX (Morgan Stanley California Tax Free Incme Fd C) | 07/27/1984 | 01/26/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.33 | 4.56 | 2.43 | 3.18 | 4.27 | 4.21 | 4.34 | … | … | -0.99 | 5.60 | -0.10 | 4.12 | 12.16 | -3.51 | 9.93 | 12.33 | 1.56 | 14.69 | -9.23 | 1.64 | 4.82 | 3.74 | 3.87 | 4.27 | 8.13 | 3.57 | 12.29 | -3.98 | 5.63 | 7.51 | 3.12 | 14.27 | -6.14 | 10.23 | 7.66 | 10.13 | 5.68 | 9.54 | 11.14 | -2.70 | 14.46 | 19.05 | 5.82 |
| Sharpe Ratio | NA | 1.67 | 0.82 | 1.03 | 1.03 | NA | NA | … | … | -8.59 | 2.10 | -0.10 | 1.78 | 5.52 | -0.88 | 3.62 | 3.73 | 0.36 | 3.38 | -1.32 | -0.46 | 0.72 | 0.57 | 0.80 | 0.96 | 1.96 | 0.45 | 3.29 | -2.44 | 0.77 | 1.42 | -0.08 | 2.70 | -1.71 | 2.70 | 1.88 | 2.28 | 0.11 | 1.19 | 1.92 | -0.75 | 1.95 | 2.55 | 1.86 |
| Standard Deviation(%) | NA | 2.33 | 2.59 | 2.89 | 3.92 | NA | NA | … | … | 1.62 | 2.38 | 3.07 | 2.30 | 2.20 | 4.01 | 2.75 | 3.30 | 4.06 | 4.31 | 7.67 | 3.02 | 2.11 | 2.78 | 3.67 | 3.74 | 3.59 | 2.82 | 2.51 | 2.95 | 3.00 | 2.79 | 4.91 | 3.86 | 5.31 | 3.01 | 2.79 | 2.78 | 3.56 | 3.22 | 3.36 | 9.00 | 5.25 | 5.43 | 4.04 |
| Draw Down(%) | NA | 1.56 | 6.86 | 8.98 | 15.29 | NA | NA | … | … | 1.07 | 1.56 | 6.86 | 2.50 | 1.35 | 8.98 | 2.21 | 3.28 | 7.29 | 4.16 | 15.75 | 3.34 | 1.48 | 2.59 | 5.78 | 5.95 | 4.44 | 3.65 | 3.06 | 6.36 | 2.05 | 2.24 | 5.13 | 2.64 | 10.45 | 2.57 | 3.62 | 1.64 | 4.04 | 2.86 | 3.02 | 16.67 | 4.01 | 3.11 | 1.71 |
| Yield(%) | 0.00 | 3.77 | 3.67 | 3.79 | 4.10 | 4.23 | 4.33 | … | … | 0.00 | 3.77 | 3.55 | 3.93 | 4.33 | 3.96 | 4.28 | 4.69 | 4.50 | 4.93 | 4.54 | 4.29 | 4.70 | 5.91 | 4.80 | 4.96 | 5.30 | 4.69 | 4.83 | 4.57 | 6.34 | 4.54 | 5.65 | 5.16 | 4.79 | 5.25 | 5.52 | 5.90 | 5.95 | 6.12 | 6.45 | 5.92 | 6.73 | 7.77 | 3.81 |
Data as of 01/26/2018, Common starting date is 07/27/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLFBX (Morgan Stanley California Tax Free Incme Fd C) |
-1.11%
Dec 2005 – Dec 2008 |
0.83%
Dec 2003 – Dec 2008 |
2.75%
Dec 1998 – Dec 2008 |
3.39%
Dec 1993 – Dec 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLFBX (Morgan Stanley California Tax Free Incme Fd C) |
11.62%
Aug 1984 – Aug 1987 |
10.49%
Aug 1984 – Aug 1989 |
8.52%
Aug 1984 – Aug 1994 |
7.29%
Sep 1984 – Sep 1999 |
Annualized Rolling Returns Comparison Chart