Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPOAX (MORGAN STANLEY MULTI CAP GROWTH TRUST A) | 5.94% | 15.55% | 31.10% | 0.25% | 17.28% | 14.73% | 12.88% | … | … |
Data as of 06/01/2026, Common starting date is 03/24/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPOAX (MORGAN STANLEY MULTI CAP GROWTH TRUST A) | 03/24/1998 | 06/01/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.13 | 15.55 | 31.10 | 0.25 | 17.28 | 14.73 | 12.88 | … | … | 5.94 | 23.57 | 46.35 | 52.72 | -61.02 | -6.83 | 115.86 | 33.08 | 11.94 | 48.40 | -3.78 | 7.96 | 4.85 | 49.74 | 12.09 | -7.80 | 27.00 | 69.96 | -48.66 | 18.82 | 7.21 | 22.10 | 22.43 | 42.56 | -46.18 | -38.82 | -35.43 | 125.79 | 42.94 |
| Sharpe Ratio | NA | 0.37 | 0.92 | -0.07 | 0.45 | NA | NA | … | … | 0.16 | 0.65 | 1.55 | 1.55 | -1.01 | -0.21 | 2.88 | 1.40 | 0.38 | 3.95 | -0.22 | 0.46 | 0.26 | 3.50 | 0.79 | -0.30 | 1.29 | 2.35 | -1.07 | 0.79 | 0.24 | 1.47 | 1.57 | 2.20 | -1.20 | -0.78 | -0.68 | 3.37 | 1.53 |
| Standard Deviation(%) | NA | 28.64 | 30.74 | 39.27 | 33.85 | NA | NA | … | … | 32.18 | 34.78 | 27.61 | 32.00 | 61.73 | 32.91 | 39.98 | 22.62 | 28.00 | 12.16 | 18.16 | 17.26 | 18.54 | 14.19 | 15.44 | 25.71 | 20.90 | 29.75 | 46.15 | 19.85 | 15.70 | 13.53 | 13.65 | 18.98 | 39.50 | 53.65 | 58.10 | 36.28 | 36.01 |
| Draw Down(%) | NA | 28.37 | 31.38 | 70.73 | 71.33 | NA | NA | … | … | 21.30 | 31.38 | 13.69 | 23.74 | 62.53 | 27.94 | 33.90 | 17.51 | 24.47 | 4.36 | 20.95 | 14.10 | 16.82 | 4.57 | 15.21 | 21.29 | 14.23 | 17.74 | 58.29 | 12.67 | 14.45 | 10.04 | 10.43 | 10.74 | 52.98 | 61.02 | 52.86 | 19.78 | 34.57 |
| Yield(%) | 0.00 | 0.00 | 0.36 | 4.66 | 14.66 | 13.43 | 14.46 | … | … | 0.00 | 0.00 | 0.91 | 0.00 | 13.81 | 12.02 | 17.64 | 9.11 | 9.49 | 32.60 | 8.84 | 8.85 | 7.39 | 12.06 | 12.98 | 0.00 | 0.09 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.97 | 0.00 | 0.00 | 0.00 | 4.66 | 0.00 |
Data as of 06/01/2026, Common starting date is 03/24/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPOAX (MORGAN STANLEY MULTI CAP GROWTH TRUST A) |
-43.28%
Feb 2000 – Feb 2003 |
-20.79%
Feb 2000 – Feb 2005 |
-8.43%
Feb 2000 – Feb 2010 |
-0.30%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPOAX (MORGAN STANLEY MULTI CAP GROWTH TRUST A) |
48.36%
Nov 2017 – Nov 2020 |
42.42%
Feb 2016 – Feb 2021 |
24.97%
Sep 2011 – Sep 2021 |
18.60%
Aug 2006 – Aug 2021 |
Annualized Rolling Returns Comparison Chart